haijo2

9 ms·

1.
by haijo2 1y ago
Yeah the government - the large and powerful institution designed to take care of its people - has to step in. Lots of scamming behaviour takes place on those platform by means of acquiring wealth on the platform in the form of social curre
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by haijo2 1y ago
Youre touching at something subtle and nuanced that most dont understand.
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by haijo2 1y ago
Lol I dont know how to say this but BeReal is flawed from the start. IG is not about being real at all for the most part - hence its popularity. People enjoy being able to cosplay and show their best self, not revealing their true self.
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by haijo2 1y ago
Lol it would be dead. IG is running off of the fact that people utilise its platform to make money... I dont see how this is going to be practical.
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by haijo2 1y ago
Nobody is really behaving in a manner that is tied with long term thinking anymore. Everything is short term. Just look at the equity market - its all pricing not intrinsic valuation, based on forecasting cash flows out in perpetuity. Folks
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by haijo2 1y ago
Thats what I was really trying to get at.
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by haijo2 1y ago
When you have a 1+ billion of users to market to, practically for free, it is actually a tiny number.
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by haijo2 1y ago
Theres benefits to be had when interacting with REAL people in person. Zero benefit interacting with voice with an AI. Pure and simple. Nobody cares about an agent when they are the principal - this is not remotely the same as interfacing w
9.
by haijo2 1y ago
People communicate with their friends more over text than in person. Am I really having to explain basic stuff like this? Lmao.
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by haijo2 1y ago
Highly doubt it. As a species we have gotten accustomed to talking through text as opposed to voice/audio over time. People prefer it. Pure and simple.
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by haijo2 1y ago
Yes it is highly economically inefficient. People seem to underestimate how wonderful it to be able to touch and tap an interface and how minimal effort is exerted.
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by haijo2 1y ago
.... thats nothing. Id hardly call that a success when you consider Meta's resources for marketing. Google is also finding that blasting YT with ads of Google Pixel does not work very well.
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by haijo2 1y ago
Mr Mosley also had a pretty well known son lol.
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by haijo2 1y ago
Yeah and when you account for the amount of investment that has gone into the current generation of LLMs... it makes zero financial sense. Some people dont want to hear that, but...
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by haijo2 1y ago
Lol this is so far from reality. Where have you actually seen this fella? Im tired of reading all these claims with no primary evidence to support it.
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by haijo2 1y ago
The second point has some truth to it from what I've been hearing from talking to senior folks, taking on new grads within the finance sector.
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by haijo2 1y ago
Pretty much lol. You have to somehow have the discipline to avoid getting caught up in the noise until the hype starts to fade away.
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by haijo2 1y ago
You cant deny his success rate though? Especially given the success of Pixar too. The dude was a special fella with a rare mix of skills.
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by haijo2 1y ago
Yeah this exactly. Simplicity is borne out of messy, complex stuff. That one then has to do the work of removing the stuff that doesnt matter / rethinking how stuff fits together. Most people dont really have the mental energy or disci
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by haijo2 1y ago
spot on
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by haijo2 1y ago
It would def get rejected in the EU.
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by haijo2 1y ago
Yep and lets not forget, those people are incredibly price sensitive. Is there enough product differentiation between OAI and Gemini? Not that I can see. And even if it was a low price, thats not the point - people hate paying a penny for s
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by haijo2 1y ago
Meta (FB, IG, WA) and Google Search arent really comparable... OAI and Google def are though.
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by haijo2 1y ago
V nice post. As a corporate finance and valuation enthusiast - I approve.