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Baldur Bjarnason

Links (1 October 2024)

Baldur Bjarnason

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Enterprise Philosophy and The First Wave of AI – Stratechery by Ben Thompson

Benioff isn’t talking about making employees more productive, but rather companies; the verb that applies to employees is “augmented”, which sounds much nicer than “replaced”; the ultimate goal is stated as well: business results.

Reading this article will definitely spike your blood pressure. But it’s key to understanding why the AI Bubble is likely to last a long while. Analysts and investors truly believe:

  1. That “AI” agents will reach human performance
  2. That they’ll be able to displace the workforce en masse
  3. Huge profits will follow, despite all the mass unemployment and unrest

Each of these is implausible on its own. Together they’re a fantasy. But it shows why they’re willing to lose billions upon billions in the short run: it’ll let them get rid of the rest of us from the economy.

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