Transcript: In some way, maybe my argument is basically what I've been saying this whole time. There's clearly some level of interest in these AI things that are with you all the time, effectively, and to varying degrees, and they've already showed promise. And quite frankly, what I have different than most is just strategy. And whether you're willing to buy that strategy or not is a different thing. I think we all see the possibility and potential, and the question is, how do you get there? And, I mean, potentially, how do you even get there in the short term, and how do you get there in the long term? What I can say right now is that the fundamental technology was driven by my friends. And now that I have better answers, I mean, there's a business offering for people, and there's also the consumer offering, and these other ones may have sexier designs, but are they going to hire the engineering talent to actually make it possible? And that's who I'm aiming at. I want to get the best possible engineers. I want to be the dumbest person in the room. There is a lot to be done, I believe, at the core technology level, and a lot of experiments to be run. And I also know how much I don't know. And I don't want to pretend like everything is just like a snap of the finger and is magically so easy. I don't think that's the case. Either it is the case and I'm just very stupid, or it's not the case, and it's going to require some real technology work. Thankfully, we have people on the frontier pushing the boundaries of these models, so we do not have to. That is important. But there is more, I think, than just pure technology orchestration that I want to bet on. Anything that is using technology orchestration is more or less going to get killed by someone else at some point. And I'm finding that even in doing my own work. Anyhow, this is a rambling. I might want to pull from it, but things here are probably not fully accurate.
The writer expresses enthusiasm for the potential of recent technological advancements, specifically with regard to enhancing individual engagement and benefit rather than corporate application. They believe in the potential of mobile devices to run large language models, ultimately changing how individuals interact with computers and information. They draw parallels between early computing and the current focus on corporate-oriented technology, expressing a preference for the democratization of such capabilities. The writer feels optimistic about the direction of technology and its potential for widespread value, despite current perceptions.
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The speaker reflects on the customer-focused approach of TSMC and its importance in business, while also discussing a personal struggle with balancing self-focus and advancing the interests of others. They find satisfaction in moving the ball forward for other people and are working to create tools that fulfill initial promises and improve ease of use. The "burrito project" mentioned seems to involve creating fundamental tools, exploring AI, and making computer tools more accessible, highlighting the magic and potential of fetching personal data with simple requests.
The tension between ownership and renting, particularly in the context of technology and cloud computing, is a curious and complex topic that the speaker is exploring. They highlight the idea of effectively renting compute time and space through services like OpenAI and Microsoft Azure, and how reliance on the cloud has become a prevalent aspect of modern computing. The speaker also acknowledges the convenience of storing data in the cloud, even though they may own a computer. They mention OpenAI's work in this area, specifically their assistance API, and express a desire to further explore and challenge their own perspectives on these concepts.