Dan Shipper is a smart guy.
In this world of infinite opinion and information, the challenge is finding people who are ahead of the curve, and then reading everything they write. Dan Shipper is one of those people.
In his latest free newsletter, Superorganizers, he makes two very good points worth sharing:
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OpenAI can extract a 10% equity tax from any company that wants to win. The company is currently giving access to GPT-4 for companies that they invest in through their fund Converge ($1 million check for 10%). Any company that has early access to GPT-4 has an advantage, and OpenAI gets to be kingmaker and tax collector. Maybe this is how research-driven companies developing models are actually going to make the most money. (Evan wrote about this as well.)
and
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The future of programming is writing prompts. The future of programming might be abstracted away from writing code at all. Instead, you ask GPT-4 in natural language to perform any operation (e.g., convert this file, perform a function that does the following). In one version of the future, GPT-4 generates the code and you run it yourself (which is currently possible with ChatGPT.) In another version, you don’t even need the code—you just rely on GPT-4 to produce the right answer for you. The possibilities are wild.
Thoughts to ponder.