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Dan Romero
@dwr.eth
The number of apps is going to increase 100-1000x over the next few years. 1. Seems like an index of big cloud platforms and NVIDIA is a good way to bet on this 2. In the same way creators have moved from text and image to video and D2C, would imagine a lot more creator-built software in form of games, interactive stories, etc.
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Jason
@jachian
Tbh I've thought a bit about what changes when the focus goes from model training to inference. Not much changes for Nvidia here (I think) When it moves from general inference to inference on edge devices that may change
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Matthew Fox ๐
@matthewfox
Strong Agree
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depatchedmode
@depatchedmode
Unbundling cycle! I do honestly wonder about data, identity and compute infra for the resulting apps. Youโre right that cloud+chips will be critical as proxies for app creation. But I think advances in local-first infra for the long tail might be the most interesting space to watch for disruption.
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Erik
@eriks
is this the unbundling? i.e. apps/games do one thing rlly well (w a deeply trained ai on that one thing) and thatโs it
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Breck Yunits
@breck
Why do you think the number of apps is going to increase 100x-1000x? The population of humans on devices will only increase like 2x, tops? So 50x more apps per human? Maybe I don't understand your def of app?
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Mirs (amir motlagh)
@mirs
true, but much of this will be single purpose driven or for small communitiesโฆwill become another creator economy side hustle
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Zinger โ is job hunting
@zinger
Along was a really interesting exploration of the future of stories and video content, unfortunate that they didnโt make it
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binocularsXL๐ฉ
@binocularsx
Do we really needs that many startups?
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lambchopper
@lambchop
just why
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lambchopper
@lambchop
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๐๐๐๐ยนแต
@tn100x.eth
are you hungry enough to stay relevant bro
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J Finn ๐ฉ
@jdotfinn
pretty much what Goldman said in their big report in June. bet on the Infra players, GenAI consumer side apps will take longer than people are expecting to cook https://www.goldmansachs.com/insights/top-of-mind/gen-ai-too-much-spend-too-little-benefit
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Mai๐ช๐๐น๐ฉ๐ก
@jorja
You literally just answered my previous comment ๐ Do you think this increase will cause and equal increase in the social media engagements as well or a decrease ?
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