Exactly this, I lead cloud consulting + app dev projects. Before I would have staffed my projects with at least me leading it and doing the project management + stakeholder meetings and some of the work and bringing a couple of others in to do some of the grunt work. Now with Gen AI even just using ChatGPT and feeding it a lot of context - diagrams I put together, statements of work, etc - I can do it all myself without having to go through the coordination effort of working with two other people.
On the other hand, when I was staffed to lead a project that did have another senior developer who is one level below me, I tried to split up the actual work but it became such a coordination nightmare once we started refining the project because he could just use Claude code and it would make all of the modifications needed for a feature from the front end work, to the backend APIs, to the Terraform and the deployment scripts.
Oracle is not fine. They are borrowing money hoping to get paid back by money losing OpenAI propped up by VC funding.
No business is going to run workloads on OCI outside of ones running Oracle. They a
They are a way distance fourth in cloud. I’ve been working in cloud consulting for five years including the first three directly at AWS (Professional Services). No one worried about having talking points about competing against Oracle.
Microsoft, Google and Amazon have both internal products that can benefit from inference and cloud hosting.
You should listen to the latest episode of the Acquired podcast about Google.
Google also has GCP and unlike OpenAI who is dependent on VC funding and Oracle who is borrowing money. Google throws off cash like crazy and self funds its infrastructure which is already better than everyone else’s
We do? Have you been reading the news where the President is firing AGs who won’t go after his enemies and firing FBI agents who didn’t agree to perp walk his enemy? Not to mention he just pardoned 1500 domestic terrorists in January.
Public companies are outright bribing the President to get mergers passed (Paramount) and the entire confiscating TikTok to give it to his buddy at Oracle on the cheap can’t be ignored.
On the federal level, there really isn’t any legal standard anymore.
This is the shameful truth! Who knows what the consequences will be in the future...why? Because the corruption is so widespread, it's almost impossible to track it all. Deflection is the order of the day and the press is too scared/corrupt to report almost anything for fear of being sued by the current administration, which SCOTUS has basically capitulated to almost everything the pres wants.
Surely you aren’t talking about Android as “open source”. To a first approximation no one wants a phone running only AOSP without Google’s proprietary parts.
You're free to use the same Android that the Chinese OEMs (and Amazon) built their phones on yourself, without traveling to China. It's true that a reasonable definition of "no one" wanted Amazon's phones, but a much more lenient definition has to be used for the Chinese OEMs.
No APIs have been moved out of AOSP. Google Play Services is itself built on top of AOSP. If you mean they removed the email client, that's because there are now other open source email clients that are much better.
I can’t see the case where we won’t need more data centers in the future even if AI is a bubble as more work load is generated and even if it is a bubble. There are real world use cases where you will need ML and inference even if you don’t need to spend money on training.
It came out soon after AOL acquired Tine Warner in 2001 that they artificially inflated income to prop their stock up for the merger to go through. No one was punished for it.
Who gets hurt when the bubble pops? And who will the government need to bail out?
Last time, a lot of the companies were public and the general public saw stock losses. This time the only companies that are publicly really exposed by the AI bubble are Nvidia with all of their circular financing and Oracle. Of course Tesla has always been a meme stock.
Defined contribution plans - for now - can’t have private equity in their funds. Defined benefit plans and endowments are exposed.
Apple famously hasn’t invested that much in AI, Google is spending a lot on infrastructure. But between search and GCP and YouTube they have a real business plan and are funding based on profits. Amazon is in the same boat. Microsoft is bowing out of spending money on training and focused on inference - and they also have Azure. Meta is making money using AI for ad targeting and probably in the future to generate ads.
I can also see consulting companies being hurt (I work in cloud consulting) as businesses are throwing money at them to “AI enable” their business.
Given how investing is heavily promoted by all these neobanks I have a feeling a lot of people will get burnt. Back in the days, not even 10 years ago, you had to research and go out of your way to invest, now you can do things like "automatically round up your transactions to buy NVIDIA" from your bank app. The only ways to get out of the middle class are: lotteries, crypto, putting everything stock market for 20 years and living like a student in the meantime.
Most people in the middle class can’t afford to put any decent chunk in their 401Ks let alone invest any meaningful amount above that.
But funny enough, most of the people I know that do invest in individual stocks, bitcoin etc are people in the servjce industry who are single and make decent money on tips. I live in very heavy tourist town.
But since this is a site of tech heavy participants, if you are a software developer or adjacent, you are on average making twice the median local wage for your area if you are in the US even as a enterprise Dev 2-5 years out of school and should be able to invest at least 15% if your income.
On the other hand, when I was staffed to lead a project that did have another senior developer who is one level below me, I tried to split up the actual work but it became such a coordination nightmare once we started refining the project because he could just use Claude code and it would make all of the modifications needed for a feature from the front end work, to the backend APIs, to the Terraform and the deployment scripts.
I would have actually slowed him down.