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Cake day: April 4th, 2026

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  • I think that may be true for Peter Thiel or Larry Ellison, but for the rest of them it’s just the same old game: riding the wave of whatever investors want to see. The actual business only matters as far as they can use it to convince investors to keep throwing money at them.

    If you gave them a button that would give them a million dollars but a child would die, they’d press it without a thought. They’d press the button until there were no more children on the planet. They’d use the money to convince people to have children just so they could keep pressing the button.

    IMO most of these CEOs are so excited about AI because it’s just been the best money printer in a while. Investors are irrationally interested in AI, so these CEOs will continue to find any excuse to say the letters “AI” at least until people stop sending them money for it.






  • If anything, it’s the other way around: we have an AI-company PR problem. Media outlets can’t stop themselves from presenting interviews with CEOs of AI companies as some sort of reliable source for how incredible AI really is if we would only spend more money locking ourselves into AI-driven workflows.

    TL;DR the umbrella-selling weatherman keeps predicting that rain is on the way




  • Don’t worry, you’ll still get shit on by your manager. Probably even harder than now:

    The restaurant-level analytics, which Yum refers to as Accelerated Restaurant Intelligence, will be used to create action plans for restaurant managers at struggling locations, using best practices from stronger-performing units.

    They’ll be sending your human boss AI generated plans that may or may not have been successful at a totally different location, that they’ll have to try to make work. And make no mistake, this will end up in every location, not just “struggling” ones.




  • The whole “AI Credit” thing did strike me as odd to even introduce. They mention a few times that 1 AI Credit = $0.01, but then do the whole pricing table in $/1M tokens.

    The only place I saw them even use “AI Credits” as a unit was to say the $10/month plan includes 1000 AI Credits. Why even introduce a whole new unit if you only use it to say your $10 monthly plan includes $10 of usage?

    I suspect the answer is so that they can later muddy the waters by changing the number of included credits to be less than you’re paying monthly without directly saying “you’re now paying $20/month for $10 of usage”

    I guess it is coming from the same people who came up with the world’s most inscrutable billing scheme for compute…