Yea from what I understand 'Chats' and AI coding are something they already have market domination/are a leader on and are a good/okay product. It's the other use cases they haven't delievered on in terms of other companies using them as a platform to deliver AI apps, which I would imagine would have been a huge vertical in their pitches to investors and internal plans.These third-party apps get huge token usage with agenentic patterns. So losing out on them and being forced to make more internal products to tune to specific use cases is not something they want to biuld out or explore
dingnuts|5 months ago
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AnEro|5 months ago
The fact it is mid is why they are really needing all the other lines of business to work. AKA selling tokens to AI apps the specialize in other mid products, and limit the snakeoil AI products that are littering the market ruining AI's image of being the new catch all solution.
keeda|5 months ago
Then I discovered LLMs.
If you think IntelliSense is comparable to what LLMs can do, you really, really need to try giving an AI higher-level problems to solve. Throwaway example I gave in a similar thread a few weeks ago: https://news.ycombinator.com/item?id=44892576
I think a big part of simonw's shtick is trying to get people to give LLMs a proper try, and TBH that's what I end up doing a lot too, including right now! The problem is a "proper try" takes dedicated effort, because it's not obvious where the AI will excel or fail for your specific context, and people legitimately don't have enough time for that.
But once you figure it out, it feels like when you first discovered IntelliSense, except you already know IntelliSense, so it's like... IntelliSense raised to the power of IntelliSense.