Continuous Learning_Startup & Investment

"Selling work opens up markets that weren't attractive for software businesses" "It’s not about selling "virtual employees". It's about unbundling the specific tasks or outcomes that employees have traditionally performed, and selling those." https://www.sarahtavel.com/p/a-few-sell-work-not-software-updated#%C2%A7its-not-about-selling-virtual-employees-its-about-unbundling-the-specific-tasks-or-outcomes-that-employees-have-traditionally-performed-and-selling-those

It feels good in the moment for hotheads to call for retaliation but we have to think through the second-order consequences. The U.S. only has about 4,000 Tomahawk missiles in its inventory. We can do about a week of Shock & Awe. Then what? Are we going to send in ground troops? Iran’s territory is vast, its forces are decentralized, and enough of its infrastructure is underground by now. It will also be supplied by China and Russia. In retaliation, our highly exposed bases in Syria and Iraq (which Neocons refused to remove, leading to this tragedy) will likely come under heavy fire; in fact our troops there are sitting ducks. Our carrier groups could even be targets. America will take meaningful casualties. Meanwhile, the Strait of Hormuz could be closed, compounding the situation in the Red Sea, causing a global oil shock. Assuming Iran wants to continue the war, we will have no exit strategy. Regime change will fail. We will be stuck in a new forever war. In fact, there’s a decent chance that we will get run out of large parts of the Middle East. https://x.com/davidsacks/status/1751707656262455559?s=46&t=h5Byg6Wosg8MJb4pbPSDow

GUI ->? 음성기반의 대화하는 듯한 UI: 텍스트 중심이 아닌 음성과 시각이 합쳐진 새로운 UI. 칠판을 놓고 혹은 여러 이미지, 비디오를 보며 사람과 대화하는 듯한 새로운 인터페이스. GUI시절이 대형마트 매대에 있는 다양한 애플리케이션들을 비교해가며 구매했다면, AI기반 제품들이 많아지면 백화점에 가서 상담받으면서 제품을 구매하는 것처럼 애플리케이션 사용자 경험이 변경되지 않을까. 일방적으로 사용하기 위한 용도에서 대화가 가능한(사람이라고 느낄만큼의 맥락을 이해하고 약간의 친절함이 가미된) 서비스들이 더 나오지 않을까.

Generative AI created a renewed interest in text-based interfaces. For the first time in history, computers can truly "understand" natural language and respond to open-ended questions and poorly structured commands. For many, this was a callback to the UNIX philosophy as best articulated by @tszzl in his famous "Text is the Universal Interface" blog post that came out just a few months before ChatGPT. While tools like DALLE and Midjourney are entirely driven by text, many apps like RunwayML augmented traditional UIs with prompt-based generative AI. But actually, looking a little closer, you can start to see that Midjourney is growing its own JIT UI for controls inside the chat window. Some more recent examples of JIT UIs: - @perplexity_ai copilot where the AI can generate forms on the fly to get more information from the user to tune the search. - ChatGPT Code Interpreter and products like @JuliusAI_ that can show charts or, in some cases, entire UI. In computing, nothing ever is a silver bullet. Every new system creates new problems to solve and this one is no different. As we're all finding out, Chatbots present novel UX challenges, which were best articulated by @Wattenberger in "Why Chatbots Are Not the Future". And JIT UI introduces a new set of challenges, such as how to think about state and persistence. It's unclear that JIT UIs holds the answer, but it's a thread worth exploring. It's also unclear if this is the kind of thing that startups can innovate on, as it's predicated on having a platform, and UI innovations get copied super quickly. However, clearly, it's time to try and reimagine UI and solve some issues with GUIs that have plagued computing for decades! https://x.com/amasad/status/1749993684580593991?s=46&t=h5Byg6Wosg8MJb4pbPSDow

1. 백종원 씨가 창업한지 무려 30년 만에 상장(IPO)을 준비 중이라고 한다. 2. 좀 더 정확하게 말하면, 백종원 씨가 창업한 더본코리아가 과거에도 상장을 시도한 바 있으나, 코로나 팬데믹 등으로 인해 상장이 스탑되었다가, 이번에 다시 도전한다고. 3. 사업을 시작한 후부터, 농담처럼 ‘단기적으로 빨리 성장하는 것보다는, 30년을 끈질기게 살아남아서, 그때쯤 상장할 수 있는 회사를 만드는 것이 바램이라면 바램"이라는 말을 종종 했는데.. 4. 백종원 씨조차도 상장까지 가는 데 30년이 걸렸다니 괜히 마음이 겸허해졌다. 스타트업 씬에 있다 보면, 마치 빠른 게 진리이자 선인 것처럼 느껴지지만, 안정적인 기업을 만드는 데는 생각보다 훨씬 더 오랜 시간이 필요한지도 모른다.