Thread | Brutkey

I’ve heard people compare AI to the dotcom bubble. This is flawed as the dotcom bubble had a demand problem which AI today does not.

There weren’t enough internet users to support the buildout. Now that there is demand, there are multiple "failed" dotcom ideas that are now successful

* Webvan -> Instacart
* Kozmo -> DoorDash
* Pets .com -> Chewy

AI already has the demand and the question is whether they can bring costs down or further monetize. Or as Cory Doctorow calls it, enshitification.

Jeff Atwood
@codinghorror@infosec.exchange

@carnage4life@mas.to the first bubble was both a user (modems, anyone?) and logistics problem.

Daanlo
@Daanlo@mastodon.social

@codinghorror@infosec.exchange @carnage4life@mas.to does are three examples where demand was the issue, but there was a LOT of companies that just didn‘t make any sense.
In Germany (where I live) there was a dotcom that paid you to send used earth from your flower pots to them (like 300g).
Raised at multi-million dollar valuations.
They didn‘t even know how to store the product shipped to them.
Just „bla bla bla at scale.“

Jeff Atwood
@codinghorror@infosec.exchange

@Daanlo@mastodon.social @carnage4life@mas.to it was definitely both sides. The logistics was hugely important though, and not there. It is now in a BIG way. Just the whole lyft/uber mobilizing "regular folks" for delivery thing alone is MASSIVE. Not talking about that is really not telling the complete story.