3sdfs

Trade-offs.

"Actually there’s some interesting problems here because a huge part of music marketing is in a visual medium, like a poster or album cover. It is literally impossible to include a clip of your sound."

The term you are looking for is 'aesthetic'.

And indeed.. music is far more than just a sound or whatever simple thing one tries to boil it down to.

Im convinced many (especially here) really dislike that - they want it just be a case of typing in a few things in an LLM and bam... there you go. They have zero clue about the nature of the economy, what's really going on in various markets etc etc.

I think its hilarious.

BUt what it really shows is there's no vision. If you had a vision and coherent strategy you'd concentrate resources - not dilute them across a myriad of projects.

Ultimately OAI and ANthropic are destined to crash and burn - they have gambled a lot on LLM's paving the way toward accelerated research, discovery etc etc. But its not happened and its not happening - the only 'large' revenue stream they have all converged on is selling tokens in relation to software production. Which is pretty anti-climatic given all the hyping.

Keeping the hype alive through to IPO is critical now.

I personally dont think Anthropic thinks this is a hit product per se. Its all about keeping the hype alive - we all saw what 'SaaS-polcalypse' did.

The amount of hype is too much for me - its smoke and mirrors. A firm that knew it was on track to change the world (as much as they have been boosting) would not do this. Much like how Apple kept complete silence about the iPhone and then shocked the world.

" the actual AI models and B2B sales."

Maybe they realised its actually a dead-end? Why else would you not double-down and concentrate resources? This would be an amateur error if it turned out to be true.

Correct they're trying to bamboozle the stock market.

Im looking at this product and thinking - so...? Where's the vision?

Oh there is none. Its about spraying and praying that the hype continues and feeding off analysts who don't really understand most of the firms that they spend all day studying the valuation of.

Nevertheless, Dylan has done a bad job in communicating stuff about Figma to the stock market and why it won't get toppled.

He should probably go and let someone else take the reigns.