The AI summer
9 July 2024 | 2:48 pm

Hundreds of millions of people have tried ChatGPT, but most of them haven’t been back. Every big company has done a pilot, but far fewer are in deployment. Some of this is just a matter of time. But LLMs might also be a trap: they look like products and they look magic, but they aren’t. Maybe we have to go through the slow, boring hunt for product-market fit after all.

The VR winter continues
8 July 2024 | 1:57 pm

Meta has spent at least $50bn on VR and AR so far, but we’re still in the VR winter: the devices aren’t good enough or cheap enough and the user base is flat. But no matter how good the devices get, how many people will care?

Apple intelligence and AI maximalism
20 June 2024 | 3:32 pm

Apple has showed a bunch of cool ideas for generative AI, but much more, it is pointing to most of the big questions and proposing a different answer - that LLMs are commodity infrastructure, not platforms or products.

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