game_the0ry20 minutes ago
I see some comments here that are critical of Aaron, but I enjoyed the talk. Pretty good insider info on trends in the "enterprise" vis-a-vis ai and saas in general.
Especially liked the framing of structured vs unstructured data, and the opportunity to make unstructured data more useful with llmns.
I do not have much criticize or add except to emphasize that ai as it is now is probabilistic, not deterministic -- ask the same question twice and you could get vastly different answers.
bwestergard2 minutes ago
I remarked on this back in March, prompted by Théophile Cantelobre's visualization of the connections between people in the culinary world and the restaurants they've been involved in.
mandeepj30 minutes ago
From the video: a lot of new companies are going to start
Well, there is this as well - https://finance.yahoo.com/news/openai-board-chair-doubles-do...
Altman was touring globally to raise $7T (yes, trillion), just a few months ago. So, not sure if they are purposefully trying to scare off people.
anoojban hour ago
Honest question — why is the CEO of a Enterprise cloud storage company so out in the public touting the benefits of AI?
Conversely, why aren't the senior leaders of Google Drive, SharePoint, etc. so consistently speaking about the benefits of AI?
A couple top of mind thoughts on the range of outcomes:
-Perhaps it's more of a requisite function of a company that went through a long phase of mild-growth (even anemic relative to the Nasdaq composite) and is seeking to maintain relevance with PR/Marketing spend
-They are investing in a step function product roadmap that could accelerate revenue growth and are positioning the brand for a future product launch.
-A slightly more cynical view, the CEO is searching for a new home for the company? It's been over 20 years, which fees like long time for a public technology company to have a single CEO.
-The CEO is positioning himself personally for a new VC fund. He's had some success with previous investments and is looking to preemptively market his new fund.
-A slightly more realistic view, the CEO (who seems really enthusiastic) is honestly just like the rest of us and got nerd-swiped by this AI thing and feels genuinely excited about it :-)
Either way he seems very well networked and able to appear nearly everywhere and re-cap information and insights from other source material. I'm curious what the underlying incentives/outcomes are for this kind of PR blitz.
candiddevmike7 minutes ago
When was the last time Box was relevant? Dropbox is struggling, can only imagine what Box is going through. Their stock isn't great and the outlook is "limited growth".
mettamagean hour ago
> Conversely, why aren't the senior leaders of Google Drive
Google execs are constantly talking about the benefits of AI. People lower on the totem pole just don't have the same platform as the top execs at Google do.
And by Google, I mean Alphabet, not just search.
nextworddev40 minutes ago
He’s trying to stay relevant