I still dont believe AGI, ASI or Whatever AI will take over human in short period of time say 10 - 20 years. But it is hard to argue against the value of current AI, which many of the vocal critics on HN seems to have the opinion of. People are willing to pay $200 per month, and it is getting $1B dollar runway already.
Being more of a Hardware person, the most interesting part to me is the funding of all the developments of latest hardware. I know this is another topic HN hate because of the DRAM and NAND pricing issue. But it is exciting to see this from a long term view where the pricing are short term pain. Right now the industry is asking, we have together over a trillion dollar to spend on Capex over the next few years and will even borrow more if it needs to be, when can you ship us 16A / 14A / 10A and 8A or 5A, LPDDR6, Higher Capacity DRAM at lower power usage, better packaging, higher speed PCIe or a jump to optical interconnect? Every single part of the hardware stack are being fused with money and demand. The last time we have this was Post-PC / Smartphone era which drove the hardware industry forward for 10 - 15 years. The current AI can at least push hardware for another 5 - 6 years while pulling forward tech that was initially 8 - 10 years away.
I so wished I brought some Nvidia stock. Again, I guess no one knew AI would be as big as it is today, and it is only just started.
I don't need an AGI. I do need a secretary type agent that deals with all the simple but yet laborious non technical tasks that keep infringing on my quality engineering time. I'm CTO for a small startup and the amount of non technical bullshit that I need to deal with is enormous. Some examples of random crap I deal with: figuring out contracts, their meaning/implication to situations, and deciding on a course of action; Customer offers, price calculations, scraping invoices from emails and online SAAS accounts, formulating detailed replies to customer requests, HR legal work, corporate bureaucracy, financial planning, etc.
A lot of this stuff can be AI assisted (and we get a lot of value out of ai tools for this) but context engineering is taking up a non trivial amount of my time. Also most tools are completely useless at modifying structured documents. Refactoring a big code base, no problem. Adding structured text to an existing structured document, hardest thing ever. The state of the art here is an ff-ing sidebar that will suggest you a markdown formatted text that you might copy/paste. Tool quality is very primitive. And then you find yourself just stripping all formatting and reformatting it manually. Because the tools really suck at this.
This doesn’t sound like bullshit you should hand off to an AI. It sounds like stuff you would care about.
But I can ask intelligent questions about that contract from an LLM (in English) and shoot back and forth a few things, come up with some kind of action plan, and then run it by our laywers and other advisors.
That's not some kind of hypothetical thing. That's something that happened multiple times in our company in the last few months. LLMs are very empowering for dealing with this sort of thing. You still need experts for some stuff. But you can do a lot more yourself now. And as we've found out, some of the "experts" that we relied on in the past actually did a pretty shoddy job. A lot of this stuff was about picking apart the mess they made and fixing it.
As soon as you start drafting contracts, it gets a lot harder. I just went through a process like that as well. It involves a lot of manual work that is basically about formatting documents, drafting text, running pdfs and text snippets through chat gpt for feedback, sparring, criticism, etc. and iterating on that. This is not about vibe coding some contract but making sure every letter of a contract is right. That ultimately involves lawyers and negotiating with other stakeholders but it helps if you come prepared with a more or less ready to sign off on document.
It's not about handing stuff off but about making LLMs work for you. Just like with coding tools. I care about code quality as well. But I still use the tools to save me a lot of time.