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I couldn’t believe this the first time I heard it. This isn’t new, it goes back to the 90s. Perhaps longer.

In the 70s in SF my father had his car window broken by someone who wanted to steal his parking space. He found his car pushed in front of an adjacent driveway, and ticketed.

His doors were unlocked the whole time...


He’s writing satire about AI, no?


I wish I could tell.

I wonder if Local LLM spotify playlist suggestions hang together less well than frontier model spotify playlist suggestions. Like… Gavin Bryars yes, Cloud Cult yes, Tuxedomoon yes, Run DMC wait what?, Olivia Sellerio yes….


when the critics disagree the artist is in accord w himself - dorian grey

The question is are we more like farm workers who will be unemployed because of the farm or accountants who become much more valuable and high paid because of the spreadsheet?

And I am grateful for not working on a farm, it’s hard work!


It’s not necessarily the sale. Some private equity companies move from “Let’s invest like we’re shooting for the moon” to “Let’s invest like we want to improve margins and flip this on 3-5 years”

It’s not inherently wrong but it is a different model, and sometimes companies suffer as a result.


And some (Broadcom) see a product in decline, but with some amount of stickiness/lock-in. They cut R&D and extract value as it withers away.


Yes. And gut support too. The only consolation is that the software still exists.


Interesting. My observation on IBM is their entire business model is:

1 - Audit your customers

2 - Buy back shares

3 - Force early retirements

It was easy to see why Watson failed in that environment. The revenue was “We’ll let you out of the $6mm audit bill if you buy $2mm of Watson”. Companies would agree, install better asset management, and never put Watson into production.

I couldn’t imagine Quantum Comouting surviving there. Spinning it off the best play.


Their business model is more like make a lot of noise about high tech, then hire h1bs to do routine IT work their corporate customers do.


That's Kyndryl: They spun it off into it's own entity after "IBM Global Services" had such a (deservedly) poor reputation that they were scraping the bottom of the barrel for clients and employees. Not that Kyndryl is any better, but it's enough of a rebrand that you might fool decision makers for the few minutes that it takes to get them to buy in.


Their corporate customers also do that to their own customers.


Also buy Red-Hat and in the process own quite a few FOSS projects.


A business model that currently the Linux ecosystem benefits from, between Linux kernel, GCC, Wayland, GNOME, systemd, Java, Go, Rust.


they've just spun off the first quantum computer pure-play, the highest of techs, the greenest of green-fields, and your observation is "IBM doesn't do this"


I find it interesting how old brands are being rebooted. Andersen Consulting is back.

If you can resurrect Old Spice, why not try it elsewhere?


This is consistent with a lot of AI apps. I fell in love with Gamma and haven’t used it in forever. Same with NotebookLM.


I somewhat consistently use notebookLM for podcasts of academic papers I'm reading in my PhD. You have to go read it yourself afterwards but it makes better use of time in the gym or doing dishes/groceries.


> You have to go read it yourself afterwards

^ this is important.

Otherwise you may very well be missing anything really surprising or novel.

See for example https://www.programmablemutter.com/p/after-software-eats-the... , an experience report of NotebookLM where

> It was remarkable to see how many errors could be stuffed into 5 minutes of vacuous conversation. What was even more striking was that the errors systematically pointed in a particular direction. In every instance, the model took an argument that was at least notionally surprising, and yanked it hard in the direction of banality.


On one hand 2024 in AI time was a decade ago.

On the other, Google might not have done much to upgrade the podcast feature since them.


This regression towards the mean is still very much a feature of the newer models, in my experience. I don't see how a model that predicts the most likely word based on previous context + corpus data could possibly not have some bias towards non-novelty / banality.


It’s gotten somewhat better over time though clearly not their top priority.


The bantering of the podcast I found distracting and the breathless enthusiasm. I guess there was a way to make it more no nonsense? I found I lost content if tuned for brevity.


I just use elevenreader for this. I copy in essays or whatever text I want to listen to and it works decently well. It's far from perfect, but certainly good enough.

Sometimes I'll take deep research output and listen to it too that way.


I tell them “no idle conversation or verbal tics” in the instructions.


I found notebookLM to consistently make up about 20% of it's summary. Entertaining but unreliable.


I used it most key to learn about history. There isn’t much damage if it got 1600s or 1700s detail wrong. My high school teachers got much of it wrong too.


I've found notebookLM summaries to be too high-level and oversimplified to be useful. Hopefully in a few years they can go deeper.


You can alao use NotebookLM's as source for Gemini app and ask it to do more in-depth summaries with custom prompting.

This somewhat makes whole NotrbookLM less useful, but still.


I also like doing that for topics that I am tangentially interested in. One minor thing that I find annoying is that the narrators switch roles in the middle of conversation. They start with the female voice explaining a concept to the male voice and suddenly they switch. In the meantime I have identified myself with the voice being explained to.


> You have to go read it yourself afterwards

Or before! Either is mandatory to actually learn the content.


Just listen to actual audio books... literally doing double the work for no benefit... why?


There aren't a lot of highly technical audiobooks or ones that give the same specificity that would be the same as an academic paper


Okay but the user is describing listening to papers, then having to read the papers because listening to them isn't efficient. So why bother listening to it in the first place if you're going to read it?


Not yet but it seems like they're getting to the point of AI narration finally being good enough to make any text an 'audiobook'.

Having said that I absolutely hate the audio format, I only used it when I had to drive or when I swam lanes. But these days I do neither.


No, reading verbatim from a technical paper is way too dense. You need a lot of filler words to slow it down and repetition to make it stick when read aloud.


Hmm fair enough but text manipulation is exactly something where LLMs do shine. Writing and modifying text is what they were meant for.

Ps I don't mean the word 'manipulation' in a negative context.


Writing a book takes like 2-3 years on average. Papers are published everyday. Having a cute two-person "conversational chat" w/ audio works for a lot of people vs. just reading a paper. "No benefit" to you perhaps. Don't generalize the lived experience.


Okay but this person is literally saying that listening with LLM tools isn't helping their understanding and they have to still read the paper... why listen at this point? Why listen using a tool that literally causes you to do more work?

We all have the same amount of time on this Earth, saying how great a tool is that is causing you to do more work is just... weird?

I'd personally never do this, I value my time.


It can synthesize and summarize many topics.

For example, I can give it 8 papers on best practices in online marketing, it will turn it into a 20 minute podcast.

There are errors, but also with real podcasters.


Yeah it's not just the hardware depreciating, it's the social impact of what the model can do


NotebookLM is great for learning I feel


It's not just software: I use my Vision Pro (now in year 3) less than once a month now, and each time I do the painful/awkward/unpleasant set-up and prep and difficult interface sours me on the device yet again, until a new blockbuster movie like "Project Hail Mary" appears that when watched on the VP in 4K on a virtual 40-foot screen blows my mind.


I worked at a Lotus shop in the 90s. It was great until everyone moved to the web, and then it got too clunky. Fat clients that stored tons of data locally weren’t the thing anymore.

When that company moved off of Notes despite the massive investment, the writing was on the wall even if the product survived for a few decades under IBM.


Any one loan may be risky, but in aggregate the rates compensate for it.

They pay you 0-4% for the money in your checking account and lend it at 1-3% points higher. As long as they have a big enough uncorrelated portfolio, they make easy money.

And if the whole portfolio tanks all at once, the whole industry gets bailed out.


These are the projects that give us confidence.


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