My increasing conviction is that LLMs are just another tool in the product/engineering/startup toolkit — they're just too easy to use to be a moat. There's lots of tricks you can learn but they're easy to learn and immediately & widely copied.

So the alpha remains in product sense and solving hard problems.

Tech entrepreneur hanging out in Silicon Valley. Founder @gatsbyjs. @kylemathews on Twitter

To be clear, I'm by no means trying to trivialize AI - it's a huge advance. It's just that adopting it gives you no particular advantage (but you have to adopt it to not be left behind)

Very red queen hypothesis.

LLMs enable basically fuzzy logic functions — functions are easy to write — the magic is in combining them.

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yeah, there's the initial rush to "AI changes everything!!!!" but it's settling out to "well, there's some more reasonably profitable cloud infra & devtools startups and a lot of products get better but the game is the same".

TBD of course if LLMs do another jump in capabilities and whatever the 2nd order effects are.

Honestly I couldn’t agree more. Foundational models are going to become monetized overtime and there’s no way that it’s going to be amount in any capacity.

As you said, the real products are going to emerge from careful thought and conviction behind product and solving real problems

/cal 

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I do wander if that was a cynical move by OpenAI to get a ton of cheap market exploration done for them

Completely agree. This is where everyone went a bit misdirected imo with the GPTs. 

Wrapping an LLM just indicates to the original model that it’s worth implementing internally and the wrapper becomes instantly less effective

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This might be missing the point that those LLMs might soon be better in building the product …

… and more importantly, be better in finding what products to build 🫣🤷‍♂️