Intel’s Q1 2025 earnings press release talked up their new AI-enabled chips. But these are not selling. [Intel] In the earnings call, CFO Dave Zinsner mentioned they had “capacity constraints in In…
It’s FOMO amplified by capitalistic competition. No company wants to be the one left behind. I guarantee Google, Meta and even OpenAI know the limitations of their products. They don’t care, they just want to be at least as good as their competitors, because they assume at some point one of them will reach “good enough.” And at that moment, if they’re not in position to grab market share, they’ll lose a once-in-a-generation chance for billions or trillions of dollars in value.
We’re the casualties, because the people in the middle - companies with no AI but whose C-suite buys into the hype - demand we use unworkable products because they’re too willfully ignorant to know they’re not panaceas to whatever is bothering those C-suite execs at the moment.
It’s FOMO amplified by capitalistic competition. No company wants to be the one left behind. I guarantee Google, Meta and even OpenAI know the limitations of their products. They don’t care, they just want to be at least as good as their competitors, because they assume at some point one of them will reach “good enough.” And at that moment, if they’re not in position to grab market share, they’ll lose a once-in-a-generation chance for billions or trillions of dollars in value.
We’re the casualties, because the people in the middle - companies with no AI but whose C-suite buys into the hype - demand we use unworkable products because they’re too willfully ignorant to know they’re not panaceas to whatever is bothering those C-suite execs at the moment.
Quarterly Driven Development