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Cosmic crisps have been so incredibly good this year in the Seattle area.

They also have the amazing attribute of browning very slowly - you can cut one and leave it out all day it will hardly change color.


Native desktop apps give these companies access to more system-level functions which will be super useful for...

- Voice dictation / interactions

- Agents accessing other applications and controlling your desktop

- Agents performing background tasks like continuous monitoring, periodic data processing, or ongoing analysis

I would expect to see these kind of features start to take off next year


Oh I agree, but this is definitely not it, I don't understand why Anthropic released this, other than squatting the same keyboard shortcut the ChatGPT app uses, with no ability to change it :P.


Chat UIs are really the perfect candidate for a localfirst PWA. I have no idea why they are being built as either a full desktop app or UI where nothing is stored on device.

You’d think with all the funding these companies have they’d make better technical decisions


The shortcut can be changed. Open the app settings from the menu bar, or the usual Command-, shortcut, and it's the only setting they expose.


By not it, do you mean those features aren’t available yet, or you don’t see the value in them?


I do see value, but the Claude app is just a webview with a keyboard shortcut, I don't even think it has voice dictation, I uninstalled it immediately.


You're not wrong, but I'm willing to guess the biggest reason is: Analytics


You can also do a filesystem scan pretty easily. Both for useful features, as well as spying.


That requires user to accept permissions (which lately macos giving so many popups made me fatigued and accept everything)


Also data mining! :)


> - Agents performing background tasks like continuous monitoring, periodic data processing, or ongoing analysis

Who said that this was to help the end user!


Hmm yes, I don't see any issues giving a corporate controlled model with the operational precision of a coin toss full access to my entire system. There is absolutely nothing that could ever go wrong.

Nah but seriously, can we start a counter of how many times a chatbot agent has deleted someone's system32 because it was trained on data of the average tech forum?


For folks who are skeptical about OpenAI's potential, I think Brad Gerstner does a really good job representing the bull case for them (his firm Altimeter was a major investor in their recent round).

- They reached their current revenue of ~$5B about 2.5 years faster than Google and about 4.5 years faster than Facebook

- Their valuation to forward revenue (based on current growth) is inline with where Google and Facebook IPO'd

He explains it all much better than I could type - https://youtu.be/ePfNAKopT20?si=kX4I-uE0xDeAaWXN&t=80


OpenAI is not profitable.

That was OK in the case of Google and Facebook because switching off of either platform was too costly for a consumer. Clear path to profitability.

But OpenAI is super easy to switch off of. You can plug and play models very easily.


Does OpenAI's revenue per user increase with each new user? I don't think so, but it was definitely the case with Google and Facebook . That's a big difference that you can not overlook


I think right now they lose more money with each user. But maybe their value lies in training data


They have a few brand new products that are quite compelling.

Warp Speed: Aims to integrate ERP, MES, PLM, and factory floor systems into a single AI-driven platform. As opposed to legacy ERP systems, it focuses on production optimization rather than just financial tracking. Warp Speed has the potential to relegate legacy systems to backend data storage, shifting the entire intelligence layer (and value) to Palantir's system. Warp Speed targets both innovative new manufacturers (they note Tesla and Space X alums starting new companies) and traditional large-scale operations.

Mission Manager: enables other defense contractors to build on Palantir's platform and benefit from their security infrastructure and position of trust within government. You can think of it as an AWS for defense companies; plug and play with the foundations handled for you. While the product just launched in Q4 2023, they just received a new $33 million CDAO Open DAGIR contract. While this is possibly just an advanced POC, it represents significant potential for future growth and wider adoption in the defense sector. Now is the perfect time. From 2021 to 2023, VC firms invested nearly $100 billion in defense tech startup companies, a 40% increase from the previous seven years combined. Time is the most important thing for these startups and Mission Manager shows the potential to save lots of it.


> Now is the perfect time

The perfect time is yesterday. All defense companies already went way up.

Palantir... Not so much


The stock is up 152% YTD. I think they went up?



The open secret is that Americans don’t drink the coffee forward drinks. They drink sugar syrup options.


There’s been a concerning trend of less and less young, successful founders. Where is the modern Zuck, Gates or Patrick Collison?

I say good on OP for putting themselves out there and keep pushing. We need young people to come up with great ideas and if that comes with them pointing out how young they are, I’m totally fine with it.


I think there have been fewer young technology founders because I think technology has become less and less accessible. There is so much more to sift through to get from an idea to a project or product than there was 10-20 years ago.

I'm saying this as someone who is relatively young, so keep that in mind.


For some parts of the landscape like mobile app development, yes. Its hard to say if they are doing it with hidden intention, or if they sincerely believe enforcing their "best practices" on everyone yields greater good. Probably a bit of both.

The part where you build a demo/prototype showcasing if an idea works, I believe it should be much easier than before as long as you postpone understanding/deciphering the implementation. In those major ecosystems there are huge collections of single-purpose libraries doing a subset of what you want to do, all you need might just be a reasonable amount of python to string them together.

However, ensuring the correctness and actually deploying them for planet-scale mandates following a reasonable subset of "best practices" which is very overwhelming, but doable. People doesn't usually build planet-scale product 10-20 years ago.


> However, ensuring the correctness and actually deploying them for planet-scale [...]

I think this is specifically a big part of the problem. Not everything needs to be planet scale to be good. People didn't focus on being planet scale 10 years ago. 20 or so years Mark was worried about getting The Facebook available at one or two schools.

Worrying about getting things working for the world has made it way harder for us to get things working for indoviduals or small groups.


In a few years we will look back at this period in AI with niche hardware startups and companies pouring millions into chatbot UIs and think how early it all was.

The future lives in a thick fog and someone has to venture through. Bless the first to try and find it, but they’re all missing


Maybe, maybe not. How do we fix the core issue of it making shit up all the time?


Looks like handwaving it as the fog of the future will do for now.. I don't see any progress made in this area. It seems like most of the investment is going to the interesting "look what the AI can do" stuff instead of correctness. I'm assuming the interesting stuff is easier to market.


What I’ve heard from people who have presented to him is he liked to say “that’s the stupidest fucking thing I’ve ever heard”

At the same time, it seemed to draw results


That’s damn true


Just tried this myself and was able to replicate. They even have suggested follow up questions for your random queries that don’t relate at all to the product.

Watch out perplexity, Amazon chat has entered the arena


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