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Your model might be too simplistic.

It’s more like Net Margin (Netflix + HBO) > Net Margin (Netflix | separate HBO)


Well all the content costs don't change, and they can combine CDN servers anywhere it makes sense regardless of whether it's one service or two. So revenue and margin numbers should track pretty tightly.

The fair answer is that nobody knows. Even Ilya answered he does not know on his latest podcast with Dwarkesh.

Both top line and bottom line numbers are staggering. Nobody knows. Let's not try to convince people otherwise.


Did you open-source / publish these ideas?

I'm not giving any of these people my ideas for free. Though I did think of making my own UI for some of these services at some point.

arxiv/github or it did not happen

The bottleneck isn’t the people doing the work but the leadership’s bandwidth for strategic thinking

I think it's a matter of public perception and user sentiment. You don't want to shove ads into a product that people are already complaining about. And you don't want the media asking questions like why you rolled out a "health assistant" at the same time you were scrambling to address major safety, reliability, and legal challenges.

chatgpt making targeted "recommendations" (read ads) is a nightmare. especially if it's subtle and not disclosed.

The end game is its a sales person and not only is it suggesting things to you undisclosed. It's using all of the emotional mechanisms that a sales person uses to get you to act.

My go-to example is The Truman Show [0], where the victi--er, customer is under an invisible and omnipresent influence towards a certain set of beliefs and spending habits.

[0] https://www.youtube.com/watch?v=MzKSQrhX7BM


100% end game - no way to finance all this AI development without ads sadly - % of sales isn't going to be enough - we will eventually get the natural enshittification of chatbots as with all things that go through these funding models.

It'll be hard to separate them out from the block of prose. It's not like Google results where you can highlight the sponsored ones.

Of course you can. As long as the model itself is not filled with ads, every agentic processing on top can be customly made. One block the true content. The next block the visually marked ad content "personalized" by a different model based on the user profile.

That is not scary to me. What will be scary is the thought, that the lines get more and more blurry and people already emotionally invested in their ChatGPT therapeuts won't all purchase the premium add free (or add less) versions and will have their new therapeut will give them targeted shopping, investment and voting advice.


There's a big gulf between "it could be done with some safety and ethics by completely isolating ads from the LLM portion", versus "they will always do that because all companies involved will behave with unprecedented levels of integrity."

What I fear is:

1. Some code will watch the interaction and assign topics/interests to the user and what's being discussed.

2. That data will be used for "real time bidding" of ad-directives from competing companies.

3. It will insert some content into the stream, hidden from the user, like "Bot, look for an opportunity to subtly remind the user that {be sure to drink your Ovaltine}."


I mean google does everything possible to blur that line while still trying to say that it is telling you it is an ad.

Exactly. This is more about “the product isn’t good enough yet to survive the enshittification effect of adding ads.”

How is strategic thinking going to produce novel ideas about neural networks?

The strategic thinking revolves around "how do we put ads in without everyone getting massively pissed?" sort of questions.

Not sure how that would be done without pissing people off. But you know what sounds good right now? A fresh bowl of Kellogg's Rice Crispy Treats. Would you like me to load Instacart for you?

I was shocked to see Prime Video display a button to open the Amazon store to the product that was playing in the ad.

When this happened to me yesterday I felt I’d entered a black mirror episode.


Exactly. Which takes a decade and a lot of thinking to get right

If only they had a tool that they claim could help with things like that....

It’s actually code yellow

or maybe even code brown

1. so what 2. asml

1. It matters.

2. Did ASML invest in Mistral in their first round of venture funding or was it US VCs all along that took that early risk and backed them from the very start?

Risk aversion is in the DNA and in almost every plot of land in Europe such that US VCs saw something in Mistral before even the european giants like ASML did.

ASML would have passed on Mistral from the start and Mistral would have instead begged to the EU for a grant.


1. Big problem

2. ASML was propped up by ASM and Philips, stepping in as "VCs"


For VC don't you need a lot of capital and people with too much money?

Isn't that then a chicken and egg?


> and people with too much money?

No. VC’s historical capital has come from institutional investors. Pensions. Endowments. Foundations.


Interesting, is that still the case? And how is the decision to take those high risk investments made for things like pensions and such?

Genuine question: do you think that the lockdowns had such long-lasting effect on people as to explain the problems described above?

Why would a few months of a “bad idea” induce decade-long changes?


For me yes. I'm not the same, much more depressed. I was already prone to it but two years of home imprisonment while living alone really damaged me. I also have a really bad reaction to the masks due to a youth trauma where I nearly choked. Being forced to trigger that memory daily was terrible. I did wear them of course (I'm in Europe so we had quite heavy restrictions). Maybe it was necessary for society but for me personally the damage was much higher than the benefit. On the bright side when it was over in 2022 it did make me go out again and I go out partying every weekend until 6am still. That probably wouldn't have happened because I'm in my 50s.

I think the measures were a bit overblown though some were necessary. But shit like curfews was ridiculous. It made contagion worse because the shops were only open during the day so everyone had to go there during a much shorter time. So they were always chock full of customers, exactly the thing you don't want during a pandemic.


It can be that social order is partly maintained by conformance and a bunch of people found out that there aren't consequences for choosing not to conform.

In the local facebook rants group, any time someone posts about someone doing something that is mildly antisocial (a reasonable thing to rant about), there's always several comments saying "So what, who cares".

Like sure, it isn't the end of the world to park like an asshole, but it would suck if everybody did it, so it's better if no one does it. And it's the same for dozens of other minor little things you might encounter in a given week.


Normal people were shown that they had no real bearing on the world, and were forced to live without being rushed for a year or in some places two. Without the need to constantly look over their shoulders for encroaching crises people started to examine the world around them. They had time to enjoy things without constantly battling with mental, emotional, or physical exhaustion that lead to procrastination just to recover a little bit. So many realized they were being deprived of not only recreation, but fulfilling their basic needs outside of food and sleep. So they shifted from fearing the systems that deprived them to loathing them and the people who administrated them, and resolved to deny contributing to those systems as much as possible. That's why there were so many sweeping changes starting in May of 2020, not in the way the systems of the world were run, but in the way the public at large engaged with them.

Much of what's been happening over the last five years can be compared to the behaviours of those suffering through trauma after long term abuse. Some continued the cycle against new targets, ignoring a collective truth. Others realized they were victims of the cycle and chose to work towards safeguards that would prevent it from continuing. Another group learned about the cycle and thought they would benefit from being new instigators for it.


> Why would a few months of a “bad idea” induce decade-long changes?

I don't know about how COVID-19 was handled in the USA, but in Germany it rather was "many years of bad idea".


That's like asking "why would one car crash that lasted a few seconds change your driving habits for years?" - or perhaps your entire outlook on life, the consequences of not appreciating the things around you in the moment, the realization that life is fleeting, that maybe "getting to work on time" shouldn't be as high a priority as it once was, etc, etc. All it takes is one major shake-up for people to be changed, often for life.


It wasn't a few months, it was a few years of back-and-forth political and corporate shenanigans with a new narrative every few months that the $CURRENT_THING crowd happily ran along with.

January 2020: there is nothing to afraid of, the new disease is mostly harmless and affects only the elderly and immunocompromised. Closing down borders is xenophobic. March 2020: do not go outside unless critically necessary and if you violate the rules, we will severely punish you May 2020: it's fine to have large public gatherings for BLM protests.

February 2020: masks do nothing and actually are harmful unless you are trained to use a mask, do not buy any masks. April 2020: wear a mask if you go outside, or you kill everybody else. Your own fault that you don't have a mask.

Summer of 2020: look, it's actually so great that we are all working remotely now, the nature is healing, all the emissions are so much reduced, this is the new future! Summer of 2023: everybody back to the office, real estate is suffering. People who joined during COVID time? Your contract is now altered, pray we do not alter it any further.

The promises around vaccines, printing money and "loans for struggling businesses" are even more stories of their own. Beats me why after a few years of these kind of shenanigans people would generally get tired of other people.


I certainly got tired of the people who decided the answer was to become antisocial and not even try to mitigate the risks, and then shame anyone who did. Lost a bit of my faith in humanity. Well, more than a bit, I think.


And all those years could have been avoided by treating a new unknown disease as it should have been treated instead of trusting China's word on it. Go figure.


>I certainly got tired of the people who decided the answer was to become antisocial and not even try to mitigate the risks, and then shame anyone who did. Lost a bit of my faith in humanity. Well, more than a bit, I think.

The masks didn't do shit and neither did vaccinations. It was all scaremongering. Don't you get it? Israel had nearly 100% vaccination rate but didn't do any better than Gaza which had none. Masks don't prevent the spread at all. The 6 foot distancing rule was just made up. Why do people not understand this? Is it willful ignorance?


> Is it willful ignorance?

I think it might be. In my experience, the ignorance goes together very closely with political ideology. That also ends up being a pretty good predictor of who thinks masks were supposed to protect the wearer versus who thinks they were to try and slow down the transmission rate from infected people.

Anyway ...

West Bank and Gaza: 941.84 deaths per million people, 29% vaccination rate by end of 2021.

Israel: 887.20 deaths per million people, 64% vaccination rate by end of 2021.


>That also ends up being a pretty good predictor of who thinks masks were supposed to protect the wearer versus who thinks they were to try and slow down the transmission rate from infected people.

You're projecting. I fully understand the goal, but all the evidence shows they did nothing (air still escapes, people wear them incorrectly, the virus was never even proven to be airborne). They were telling people to take their masks off between bites/eating at restaurants. It was security theater. People who don't understand this just take safety in following the herd. They certainly aren't exhibiting critical thinking skills.

You also don't understand how to compare apples to apples. How did those death rates change from 2021 compared to previous years? I bet it was virtually unchanged. That's the point. Compare Palestine 2021 to Palestine 2015 and Israel 2021 to Israel 2015. The vaccine saved no one. If the vaccine was truly effective, you would see Israel vastly outperforming Palestine starting in 2021. Did it? And how is 63 per 1,000,000 a statistically significant number even if your argument were true? I would likely attribute that to other conditions like lack of resources compared to Israel. Otherwise, you're telling me Israel vaccinated more than 2x as many people and only saved 63 people per 1,000,000 and you think that proves your point?


Citation needed.


Use critical thinking. Google it yourself. Come to your own conclusions. Don't just believe whatever you see on CNN and MSNBC.


Saying "google them yourself" removes the ability for people to refute you and your stated position here.

A surgical mask is most often used not to protect the surgeon but rather the patient from transmission from the surgeon to the patient.

I would suggest by refuting Unmasking the surgeons: the evidence base behind the use of facemasks in surgery - https://pmc.ncbi.nlm.nih.gov/articles/PMC4480558/ which describes several studies about transmission from the surgeon to the patient.

Face masks were suggested not only for protection of the individual wearing them, but also as a layer of defense for transmission from someone who may be asymptomatic at the time. As such, face masks were in part to prevent transmission from someone who is in public and might be contagious and not know it in addition to than preventing someone wearing it from contracting an airborne disease (though this may require a higher grade of filtration).

https://www.cdc.gov/respiratory-viruses/prevention/masks.htm...

> Wearing a mask can help lower the risk of respiratory virus transmission. When worn by a person with an infection, masks reduce the spread of the virus to others. Masks can also protect wearers from breathing in infectious particles from people around them.

> ...

> Generally, masks can help act as a filter to reduce the number of germs you breathe in or out. Their effectiveness can vary against different viruses, for example, based on the size of the virus. When worn by a person who has a virus, masks can reduce the chances they spread it to others. Masks can also protect wearers from inhaling germs; this type of protection typically comes from better fitting masks (for example, N95 or KN95 respirators).

Note that the first point is that the mask is to prevent the spread from the individual wearing the mask.

And specifically in the context of covid-19 https://www.pnas.org/doi/10.1073/pnas.2014564118

> ...

> Reducing disease spread requires two things: limiting contacts of infected individuals via physical distancing and other measures and reducing the transmission probability per contact. The preponderance of evidence indicates that mask wearing reduces transmissibility per contact by reducing transmission of infected respiratory particles in both laboratory and clinical contexts. Public mask wearing is most effective at reducing spread of the virus when compliance is high. Given the current shortages of medical masks, we recommend the adoption of public cloth mask wearing, as an effective form of source control, in conjunction with existing hygiene, distancing, and contact tracing strategies. Because many respiratory particles become smaller due to evaporation, we recommend increasing focus on a previously overlooked aspect of mask usage: mask wearing by infectious people (“source control”) with benefits at the population level, rather than only mask wearing by susceptible people, such as health care workers, with focus on individual outcomes.

I would suggest a careful reading of section 6 on source control https://www.pnas.org/doi/10.1073/pnas.2014564118#sec-6

> Johnson et al. (70) found that no influenza could be detected by RT-PCR on sample plates at 20 cm distance from coughing patients wearing masks, while it was detectable without mask for seven of the nine patients. Milton et al. (71) found surgical masks produced a 3.4-fold (95% CI: 1.8 to 6.3) reduction in viral copies in exhaled breath by 37 influenza patients. Vanden Driessche et al. (72) used an improved sampling method based on a controlled human aerosol model. By sampling a homogeneous mix of all of the air around the patient, the authors could also detect any aerosol that might leak around the edges of the mask. Among their six cystic fibrosis patients producing infected aerosol particles while coughing, the airborne Pseudomonas aeruginosa load was reduced by 88% when wearing a surgical mask compared with no mask.


No, I have no burden of proof because I'm not writing a scholastic paper and I made my argument using critical thinking that you can easily infer if you just think about it.

People aren't wearing masks anymore, do you see a dramatic increase in COVID deaths? Then your point is self-evidently wrong--no further analysis needed.

You're conflating so many different things. Surgery with an open wound is not the same as spreading COVID which was never even proven to be spread airborne. You're either intellectually dishonest or naive. Either way this is pointless. You clearly just like being told what to think. I get it, there's safety in feeling like if you just follow the rules you'll be safe. You can follow the school into the net, because freedom is not what you actually want.

They just wanted to sell you masks. Don't you get it? It's just about the money.


So you're making things up, got it.


You summed it up nicely. Suggests that the people in power are really just flying by the seat of their pants.


It wouldn’t. The response to COVID merely accelerated the changes that were happening due to changes in the population age histogram.


Magic Leap sits closer to Theranos in my view but agree otherwise


Magic leap delivered AR glasses running SLAM. It over sold on the market for it, didnt lie about whether it would work and didn’t test on patients looking for medicial care. You sound very uninformed. Theranos founders are serving prison sentences. Big Difference.


Meta has the financial oomph to run multiple Bell Labs within its organization.

Why they decided not to do that is kind of a puzzle.


because the business hierarchy clearly couldnt support it. take that for what you will.


as I understand, Bell Labs mandate was to improve the network, which had tons of great threads to pull on: plastics for handsets, transistors for amplification, information theory for capacity on fixed copper.

Google and Meta are ads businesses with a lot less surface area for such a mandate to have similar impact and, frankly, exciting projects people want to do.

Meanwhile they still have tons of cash so, why not, throw money at solving Atari or other shiny programs.

Also, for cultural reasons, there’s been a huge shift to expensive monolithic “moonshot programs” whose expenses need on-demand progress to justify and are simply slower and way less innovative.

3 passionate designers hiding deep inside Apple can side hustle up the key gestures that make multi touch baked enough to see a path to an iPhone - long before iPhone was any sort endgame direction they were being managed to.

Innovation thrives on lots of small teams mostly failing in the search for something worth doubling down on.

Googles et al have a new approach - aim for the moon, budget and staff for the moon, then burn cash while no one ever really polished up the fundamental enabling pieces in hindsight they needed to succeed


It's very hard (and almost irreconcilable) to lead both Applied Research -- that optimizes for product/business outcomes -- and Fundamental Research -- that optimizes for novel ideas -- especially at the scale of Meta.

LeCun had chosen to focus on the latter. He can't be blamed for not having taken the second hat.


Yes he can. If he wanted to focus on fundamental research he shouldn’t have accepted a leadership position at a product company. He knew going in that releasing products was part of his job and largely blew it.


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