AI und die Lagerfeuer-Momente

Disney and OpenAI, Totems in an AI World, Google Versus the World

Disney made a deal with OpenAI, which both speaks to the durability of Disney’s assets and to OpenAI’s competition with Google.

Stratechery by Ben Thompson

Ben Thompson:

⁠⁠One of the theses I have had about AI has been a self-serving one: I believe that content like Stratechery’s will become more valuable in an AI-dominated world, not less. Moreover, I think this thesis holds even if Gemini or ChatGPT becomes better at analysis than I am. The reason for this belief is the fact that LLM-derived AI is the ultimate manifestation of the individualization of content. I don’t know if this is true, but it seems likely that LLMs have already generated more text than all of humanity ever has; the reason I cannot know is the same reason why it hasn’t left a mark: AI content is generated individually for each individual user of AI.

This Update, on the other hand, is being read by tens of thousands of people, and they are all reading the exact same thing as everybody else. This is from one perspective a bad thing: wouldn’t it be great to have my content perfectly customized for your interest? I think the more compelling angle, however, is that because my content is the same for everyone it provides a useful totem pole for discussion and community. If you and your co-worker are both subscribers, you have something to talk about, confident that you are starting from the same Update; you don’t get that from AI.

Niemand weiß, ob er recht behalten wird. Es gibt jedoch einen Lebensbereich, in dem das bereits eingetreten ist. Wir alle haben unsere durch Algorithmen geformten individuellen Social Media-Feeds, aber ab und zu werden trotzdem noch gewisse „Lagerfeuer-Momente" geschaffen, über die auf einmal alle reden. In meinem Freundeskreis ist das zuletzt mit der Haftbefehl-Doku passiert. Teil der Wahrheit ist allerdings auch, dass nur sehr wenige Inhalte dies schaffen und meistens etwas noch nie Dagewesenes beinhalten. Ob ein Tech-Newsletter das ebenfalls leisten kann, bleibt abzuwarten.