Georg's Blog

Technology, leadership, and the digital frontier

Georg Zoeller
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Maybe "adopting AI" isn't the slam dunk you think it is...

Look, I’m not saying there is one reason why everyone hates Sam Altman, and I’m sure not saying it’s because he’s delivering disruptive AI.

Rather there’s an awful lot of disruption of wallets going around when a pyramid of schemes collapses on itself and a lot of parties have a lot of reasons.

So I think in the question whether Sam Altman is “this” or “that” is not fruitful.

Sure, one could read the New Yorker article and come to a conclusion or two [2].

The question is … what would it take to stop humanity from retweeting and resharing tech brophets to protect our governments from undue influence. Link in comments, it’s mirroring my points about Apple too which is nice. To summarize:

  • Sora Dead

  • Disney Investment Dead

  • Commerce Dead

  • StarGate TX dead

  • StarGate Middleeast under the drone of Damocles

  • ChatGPT Study Mode Dead

  • GPT Store zombified

  • Oracle investment dead - Nvidia investment massively downsized

  • Microsoft relationship in divorce proceedings.


But sure, enterprise pivot and Codex is totally gonna fix that because Anthropic is having a bad week.

Let’s be honest, this is expected in the frontier, which is riddled with dead ends and risk. Investors sure knew that, we hope, because if you decided to hand your money there, you did it with an understanding of the risk of funding frontier ventures.

But where’s the thing: When you hear these stories from the frontier - “Walmart partners with OpenAI to rewrite commerce”, be sure to also catch the epitaph, six month later: “Walmart kills OpenAI commerce venture after conversion dropped 60%”.

Maybe, after a few of them, you get the sense pushing OpenAI technology into your business makes you part of the frontier, with all the risks and rewards ... and let us know when you find rewards that are not “managed to convince investors to not exchange our shares for Nvidia ones for another month”.

Because from our vantage point, it sure looks like shareholders performed a value extraction attack on the market that required companies to pretend they could beat the imaginary promises from Big AI companies in terms of future earnings by renting said AI and paying for it in blood sacrifices of jobs and employees.

Look, I’m not saying there is one reason why everyone hates Sam Altman, and I’m sure not saying it’s because he’s delivering disruptive AI. Rather there’s an awful lot of disruption of wallets… | Georg Zoeller | 27 comments

Look, I’m not saying there is one reason why everyone hates Sam Altman, and I’m sure not saying it’s because he’s delivering disruptive AI. Rather there’s an awful lot of disruption of wallets going around when a pyramid of schemes collapses on itself and a lot of parties have a lot of reasons. So I think in the question whether Sam Altman is “this” or “that” is not fruitful. Sure, one could read the New Yorker article and come to a conclusion or two [2]. The question is … what would it take to stop humanity from retweeting and resharing tech brophets to protect our governments from undue influence. Link in comments, it’s mirroring my points about Apple too which is nice. To summarize: - Sora Dead - Disney Investment Dead - Commerce Dead - StarGate TX dead - StarGate Middleeast under the drone of Damocles - ChatGPT Study Mode Dead - GPT Store zombified - Oracle investment dead - Nvidia investment massively downsized - Microsoft relationship in divorce proceedings. But sure, enterprise pivot and Codex is totally gonna fix that because Anthropic is having a bad week. Let’s be honest, this is expected in the frontier, which is riddled with dead ends and risk. Investors sure knew that, we hope, because if you decided to hand your money there, you did it with an understanding of the risk of funding frontier ventures. But where’s the thing: When you hear these stories from the frontier - “Walmart partners with OpenAI to rewrite commerce”, be sure to also catch the epitaph, six month later: “Walmart kills OpenAI commerce venture after conversion dropped 60%”. Maybe, after a few of them, you get the sense pushing OpenAI technology into your business makes you part of the frontier, with all the risks and rewards ... and let us know when you find rewards that are not “managed to convince investors to not exchange our shares for Nvidia ones for another month”. Because from our vantage point, it sure looks like shareholders performed a value extraction attack on the market that required companies to pretend they could beat the imaginary promises from Big AI companies in terms of future earnings by renting said AI and paying for it in blood sacrifices of jobs and employees.

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