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None of this makes any sense unless there is some super secret versions of these AI that they're holding back from the public. Nothing about the current models is what they claim it to be. Its a useful tool, sure, but its really only as useful as the skill of the operators, and I don't mean "prompt engineer" or whatever other bullshit you call that. I mean actually developers and engineers who have had the time in the trenches to know what is going to work or not work.
Use AI to generate a codebase for an app. Get to an MVP. Then, try and make a change. I dare you to. Its a fucking disaster. These models are not up to the task. Its a structural issue. They have no conception of how things fit together. They're constantly just making shit up whole-cloth, and beyond that, they're just gaslighting you to sound smarter than they are.
They can be used to make demos. They can be used to solve already solved, well trodden problems. But thats really about it. You'll spend 4 hours trying to get it to change one basic component. They're exponentiating the amount of calories burned, but not the amount of work done.
It's a grift, nothing more. The execs know this, but they want new yachts.
Thats what I think. If they had the super secret "next best thing", they'd be pumping it for all its worth. The models themselves have felt asymptoted since 4.0. The engineering around those models has improved, but the underlying models haven't.
There is also a hanging chad around alignment. There was much-ado when I think it was 4.0 or 3.5, around some jailbreaks. Everytime a jailbreak got fixed, the models got worse.
You are correct, and now the emerging strategy is to just "re-roll" the entire codebase any time a change is needed. It's insane.
The hardware bought by a company can't be bought and used by the competitor.
And "computing power" is... power.