Weihan Wang

Indeed. A small number of big tech companies have grossly overinvested in LLMs and overextended themselves -- even laying off tens of thousands of critically needed human employees and enshittifying their primary products and services to reallocate investment into it -- shooting Nvidia's profits and shares to the moon -- all in an insane attempt to "be first" for something that has no forseeable compelling ROI. It's a collective delusion and hype bubble. This is markedly different from the strategic "operate in the red to build marketshare" strategy of the few survivors of the dot-com bust, because at least those survivors were able to articulate (and realize) a logical ROI after reaching a tipping point of critical mass. This is more like the 98% of dot-com startups that burned bright fueled by VC right until they burned themselves out because they never actually had any believable plan for monetizing anything they were building. The lack of ROI will come rudely crashing down on these companies over the next several quarters as they run out of tricks to cook the books and hide the losses. Shareholders will get spooked and back out, share prices will crash, and big tech companies that have bet the farm on LLMs will suddenly find themselves without the necessary employees, capital, quality products/services, or reputational sway needed to save themselves. And when they collapse, Nvidia will collapse with them. And then maybe, finally, we can get back to the business of making things of actual value to humans.

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I made an explorable esoteric research environment with a Custodian named MERIDIAN that can launch its own agent swarms to solve problems. Does isopsephic arithmetic and lookup for any Neoplatonists :-) https://lnkd.in/gYzqVn7m

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Early in my career everything was about building large scale homogeneous systems. What’s been more interesting over the last 5y has been heterogeneous multi cloud systems. The tradeoffs are more complex to build simple (irreducible complexity) and elegant systems in that space.

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With AI, according to all of the marketing materials from all of the companies, including Meta, SWE not required anymore and you can just scale your engineering up by using LLM models alone... Yet: - Meta cannot keep Desktop app for their own Facebook Messenger alive - https://lnkd.in/ekKTbEfG keeps growing and Google cannot continue to develop already released products - Windsurf cannot keep up and to have their IJ plugin for Remote Development in sync with their non-RD plugin https://lnkd.in/eeMjrZ_6 - Claude IJ plugin is also far from perfect What has happened to "You need to practice what you preach"?

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