I wonder if such a business model could exist where they were effectively "public" and thus, access was uniformly granted to anyone willing to pay. not sure if this would be net better for society, but an interesting thought.

I thought it was odd that there was mention of competitors but then when a feature matrix ranking them many were suddenly omitted. Then I rechecked the URL and realized this was a marketing post by milvus.

I have no skin in or say in the vector db space but do support a very large (1.4B+ vector) Vespa deployment and see 40ms p99 query times. YMMV but it seems like people sleep on Vespa for whatever reason. Again, not an endorsement but this is what we’re seeing in prod at a fortune100 co.

With a product like this that costs so much and is so deeply technical, no one is buying on emotion, so to me, omitting data is tantamount to admitting their product is inferior in some way.

Would love to have been a fly on the wall during one of their 1:1’s.

Given his wealth, this just feels lazy and unimaginative. Running a secret illegal school, okay, I get that. But getting caught up on the drop off and pick up? How does he not just build a secret tunnel entrance?

Or just get a secret tropical island.

Or not so secret. He has a huge compound on Kauai.

Stay up late playing

Scoutzknivez low gravity

A youth so well spent

I think if Israel went the lebensraum route, it would be WW3 for real.

What are they currently doing then? They're already supporting the "settlers" so territorial expansion is already in progress. They haven't expanded beyond that right now, but judging by their current actions, it seems to me they're already on that route, and only small parts of the world is currently trying to stop them.

Nah, the world would let it happen.

Or more accurately, the world would let the US let it happen. And the US would probably fund it.

And the world would feel so, so sorry as they paved over the mass graves and built AI data centers and luxury hotels in what used to be Gaza.

Israel has been on that route for decades now.

Forget links, agents are gonna just go upstream to the source and buy it for you. I think it will change the game because intent will be super high and conversion will go through the roof.

Yeah I’m gonna give an AI agent my credit card and complete autonomy with my finances so it can hallucinate me a new car. I love getting findommed.

Look, the car shop might not bill you at all because their A.I agent will hallucinate the purchase, so I don't see why you're so pessimistic about agents.

It can still give you an overview with a few choices and a link to the prepared checkout page, and you enter your CC details yourself.

That’s basically what any halfway decent e-commerce site is today

Feels like this hope is in the same vein as Amazon Dash and then the expectation that people would buy shit with voice assistants like Alexa.

Would be comedy if one of the progenitors of this took Sundar’s buyout offer yesterday and let the world burn today.

i had some interesting thoughts while playing about how this aligns with the work of startups.

Even with the constraints of time and gravity removed and with undo, it's still quite easy to make choices that keep the structure up but leave gaps which are hard to fill in. These end up leading to cruft that's hard to get rid of.

With some degree of ability to look ahead, it's hard to break away from the human psychology of aligning the structure to your expectations for a certain piece, that may or may not be coming in the near future. somewhat analogous to building for an audience that may not be there or may never come.

Despite having all advantages, it's still quite possible to paint yourself into a corner and fail.

One can learn a lot from this game if they take the time to observe it.

The article somehow misses the mark on how VC firms actually make money apart from carry, its management fees. Thus, a16z raising a 20b fund on 3% management fee and 30% carry effectively guarantees them 600M even if the fund goes to zero and they have many such funds.

Sure, they would prefer to make money through carry, but the management fee is a nice downside protection.

Funds like A16Z can demand a high management fee because they have shown that they can deliver reasonable exits.

Most funds have management fees in the 1-2% range and a carry at around 20%. VC is a power curve, where a couple of large funds have an outsized impact.

And if a fund or VC (from associate to partner) cannot deliver, your career in the space is basically over.