It’s not that LLMs aren’t useful as they are. The problem is that they won’t stay as they are today, because they are massively expensive. There are two ways for this to go (or an eventual combination of both):

• Investors believe LLMs are going to get better and they keep pouring money into “AI” companies, allowing them to operate at a loss for longer That’s tied to the promise of an actual “intelligence” emerging out of a statistical model.

• Investments stop pouring in, the bubble bursts and companies need to make money out of LLMs in their current state. To do that, they need to massively cut costs and monetize. I believe that’s called enshttificarion.

It’s not that LLMs aren’t useful as they are. The problem is that they won’t stay as they are today, because they are too expensive. There are two ways for this to go (or an eventual combination of both:

• Investors believe LLMs are going to get better and they keep pouring money into “AI” companies, allowing them to operate at a loss for longer That’s tied to the promise of an actual “intelligence” emerging out of a statistical model.

• Investments stop pouring in, the bubble bursts and companies need to make money out of LLMs in their current state. To do that, they need to massively cut costs and monetize. I believe that’s called enshttificarion.

I didn’t say anything different. If the last thing you bought from Apple was their stock, Tim Cook made it what it is. As a CEO that’s his primary goal, so he is a great CEO.

A company that is now focused more on creating value for shareholders than on innovation? I’d say that’s pretty accurate.