Ed Bradford
fullcarry.net
US government bond trader since '93 with the usual stints along the way at primary dealers and HFs. Now on my own. Pseudonym
👤 Joined on 06 November 2024
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- 06 Kas 2024, 16:00
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Ed Bradford
fullcarrynet.bsky.social
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❤️ Beğendiği Gönderiler
IMHO challenging Google Search was Microsoft's intent in throwing so much money at OpenAI.
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The moat is tens of billions of dollars worth of hardware you need to train a frontier model.
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Apple’s breaking from the rest though. Not long ago it was criticized for not going all-in on AI fast enough, now that looks like an advantage. People are always going to want new toys.
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The thing is, i dont even think the cat is out of the bag on agentic search. But weirdly they pre-emptively took the cat out by making agentic search the default. And i dont know if they realize it kills a bunch of complementarity they have
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