Benedict Evans

And why isn't there a consumer breakout yet?

And other people are saying, what do you mean there isn't a consumer breakout?

Everyone's using ChatGPT, to which John says, well, not exactly, which is my data point.

Some people are using chat GPT.

Most people look at it and don't get it.

Still, just fascinating.

There's this kind of core where's the value capture question.

Then there's like a bunch of questions we could have asked two years ago where we don't have an answer.

Will the error rate ever be controllable or manageable?

Will you ever get to a model that knows when it's wrong?

Which to me seems like, given the statistical system, seems like a contradiction in terms.

But maybe it was a bunch of kind of, you could make a list of like a dozen questions we could have asked in early 23.

We don't really have answers to any of those.

I mean, there were some people who were asking, are these things commodities?

Will China catch up to it?

To answer even then was obviously yes, of course, which is what happened, which Deepsea kind of demonstrated.

But we don't have that many new questions since then.

The thing that I puzzle about right now is, first of all, there's this whole nexus, as I said, of like, what is LLM?

What is SEO for LLMs?

You know, we have infinite product, infinite retail, infinite media.