minhduong243

I am not sure after reading his article what Brad is in favor of and what he is against. Juding the work, not the tool. Absolutely. AI at the end of the day is just a tool. How we wield it matters. "Augmenting ourselves with tools is what humans do." We need to define the "augmenting ourselves" in this debate.

As an immigrant, English not my first language. AI definitely makes my writing "sound" better. However, I don't see my personality in such output. It's definitely easier to write stuff using AI, but should we do that? Writing sharpens thinking. It takes a lot of energy to write something and to write it well, but writers benefit from the act of writing. I believe we should all do it.

Do we need to be great at slapping labels on bottles? No. Do we need to be great at plowing a field when there is a machine to help with that? No. Do we need to engage in writing to some extent? I believe so.

"First, all of the weaknesses of LLMs are being addressed by exponential increases in compute"

Are we sure about that? Because I have not seen evidence on this. I kinda subscribe to LeCun's argument that LLMs cannot be "fixed" with more compute. But I am open to any counter-argument and evidence to the contrary.

"Second, the number of people who need to wield AI effectively for demand to skyrocket is decreasing."

I am not even sure what this means. What does "wield AI effectively" mean? What does the whole sentence mean?

"Third, the economic returns from using agents aren’t just impactful on the bottom line, but the top line as well."

What evidence do we have on AI helping companies generate more revenue organically because of its capabilities, not because of the demand for components? Google and Facebook, likely. The same article even said that consumers did not care about agents when it came to buying Apple products. Yes, we have heard Apple is behind in AI for months and guess what, more people are warmed up to the idea that the company might be smart all along.

"what has Apple done to inspire faith that they can do a better job?"

Or maybe because consumers don't care about agents or AI just because business executives, analysts or influencers like the author keep talking about agents and AI? If AI can make a product better, great! But should Apple focus on delivering the best products and experience possible whether or not it involves AI? Or should it deliver AI at all costs?

Anthropic found a product market fit, a clientele that finds value in paying for an LLM, whether it's real efficiency or just an excuse to cut costs. OpenAI must continue to ship models. That's how it keeps the music going. But a lot of consumers don't want to pay for something that doesn't justify the monthly cost that is just going to get more expensive.

In this case, he is entitled to liking or disliking the experience watching the game on VP. I read that several liked the experience, but he absolutely can have a different opinion. What I am talking about here is that he implied to know more about the product than Apple, which started the project way back in 2015 and has more information than he does. We can all like or dislike a product or opine on a strategy or a state of a business, but claiming to know more about a product, esp one like VP, than the company itself, looking outside in, is too much imo.

Surprise surprise, a long-time Apple hater who got a lot of things wrong on the company and who has not worked on hardware thinks he understands the hardware more than the company. I get that everyone can be disappointed with a product, but thinking he knows more about a product as sophisticated as Vision Pro than Apple is something else. I stopped reading his stuff a long time ago and it seems nothing changed

I agree with you that RH may put a cap on rewards earnings or change the program later. We have seen issuers take away travel benefits before, but I haven't seen a lot, if any, cards that roll back rewards.

For me, because the RH CEO in an interview (https://www.youtube.com/watch?v=QT5OMUdaZtg) said he wanted the card to be profitable on a standalone basis, I just don't see it that way, but you can be right for all I know.

I got one part, at least it seems, wrong in my blog, that was my bad. I just want to say I did not forget about the interest income side of the card, I just don't think it will be profitable. Again I can be wrong. But thanks for the interaction.

I don't think you can simply "sell" customer information in the financial industry. It's a heavily regulated industry. RH can use information from the card to cross-sell its loans, if customers allow marketing communication. But I don't think they can just profit from allowing a 3rd-party access to that data. I never heard of a card issuer monetize their customer data that way. If you have an example, please do share.

If you scroll down the page of this product, you will see that the card is issued by Coastal Community Bank. It's common that a popular technology firm partners with a bank to issue credit cards.

Yes, APR is going to be 20%+ and even 30%+, but not all cardholders will revolve. Some, if not many, will be transactors and won't pay any interest at all. There is also cost of funds and losses. There is a reason why there is no other 3% cash back card on the market. The most popular set-and-forget card out there is 2% cash back.

I don't work for them or any firm related to them. Just thought it was worth sharing

Calling the App Store Apple's side hustle is weird as best and practically wrong. Someone's blog is a side hustle to their full-time job. Not blogging for days likely wouldn't affect their ability to make ends meet. But how would the whole Apple ecosystem function without this "side hustle"?

"To put it another way, the Epic case may have shown that Apple’s policies around the App Store were (mostly) legal, but that didn’t mean they were right; now the DOJ, looking for another point of vulnerability, is trying to make the case that Apple’s right approach in delivering an integrated experience is in fact illegal."

It is legal but it is not right, but the government is trying to prove that its right approach is illegal? What does it even mean?

There are multiple interests in this ecosystem. Consumers', Apple's, shareholders', small developers and big developers. And they have different interests, often conflicting. By "being right", right by whom? Who is to say that they know how to appease every party in this ecosystem?