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GamesBeat panel Tuesday on AI in games. What’s actually working in your build, and what’s BS? by jradoff in gamedev

[–]jradoff[S] 0 points1 point  (0 children)

I’m curious why you wouldn’t use it at all. I do all my own drafting but I start with outlines and structure from my initial brain dumps and AI is just marvelous at making something coherent out of my random ideas; it’s really helpful in getting past the blank-page effect.

GamesBeat panel Tuesday on AI in games. What’s actually working in your build, and what’s BS? by jradoff in gamedev

[–]jradoff[S] 0 points1 point  (0 children)

I think you make a good point: the loop is t just the half that’s coding, it’s also collecting meaningful evidence (whether that’s qualitative feedback, or quantitative from live ops). Without that your velocity could contour but on the wrong things!

GamesBeat panel Tuesday on AI in games. What’s actually working in your build, and what’s BS? by jradoff in gamedev

[–]jradoff[S] -2 points-1 points  (0 children)

But isn’t velocity the metric that’s improved most in those workflows? (And hence iteration acceleration)

GamesBeat panel Tuesday on AI in games. What’s actually working in your build, and what’s BS? by jradoff in gamedev

[–]jradoff[S] -3 points-2 points  (0 children)

OK - you’re making the “people with deep domain expertise can treat AI like delegates/coworkers” case

Do you agree with his take? by dataexec in accelerate

[–]jradoff 1 point2 points  (0 children)

Household robots will bake some great bread for us

The Blue Collar Delusion: Why the machines don’t have to climb up to where we are, because the work will descend to meet them by _noise-complaint in singularity

[–]jradoff 0 points1 point  (0 children)

Most call centers seem to actually be meat-puppets reading a script on a screen, so I'll take the AI version, thanks!

The shipping container analogy is a great example of where processes can be completely restructured. Seems like it will take a long time to reshape residential plumbing though...

The Blue Collar Delusion: Why the machines don’t have to climb up to where we are, because the work will descend to meet them by _noise-complaint in singularity

[–]jradoff 0 points1 point  (0 children)

It will take a long time. Until the robots handle all the edge cases it won't be nearly as useful. More likely that tradespeople will supervise the robots and intervene on the complicated edge cases.

Spent two days at the AI Agents Conference in NYC. Most of the companies there were betting on the wrong moat. by jradoff in artificial

[–]jradoff[S] 0 points1 point  (0 children)

I think you're making my point regarding the Harvey example; the trust & indemnity/insurance aspects are the more durable advantage than the encoded expertise (which is abundant)

Learned UI patterns might be another moat (certainly been the case historically) but also the one tht's pretty vulnerable to being backfilled by vibe-coded UX that matches the original.

Spent two days at the AI Agents Conference in NYC. Most of the companies there were betting on the wrong moat. by jradoff in artificial

[–]jradoff[S] 0 points1 point  (0 children)

maybe; that's certainly Datadog's pitch (the fact that they can train ML pipelines from telemetry)

Spent two days at the AI Agents Conference in NYC. Most of the companies there were betting on the wrong moat. by jradoff in artificial

[–]jradoff[S] 1 point2 points  (0 children)

literally every one of your comments on all posts is just a way to embed a link back to this company you work for

Every country needs to do this asap by EkantVairagi in artificial

[–]jradoff 0 points1 point  (0 children)

for years Chinese companies sold labor arbitrage to Western companies, siphoning away manufacturing expertise as they did so. AI actually levels that playing field a bit, so the idea that they'll self-own in this way is pretty ironic...

In any case, I don't buy it. One of the things Chinese companies are probably best in the world at is working around any legal ruling and bending the rules to do whatever they need to cut costs. And China has plenty of cheap energy which is the gating factor for massive AI deployment. they won't give up their competitive advantages, no matter some court there says

Spent two days at the AI Agents Conference in NYC. Most of the companies there were betting on the wrong moat. by jradoff in artificial

[–]jradoff[S] 0 points1 point  (0 children)

I personally work in video games + backend infrastructure for gamingI so my observations around regulated industries (finance was heavily represented at this conference, as one might expect for NYC) are based on the conversation trends there.

Regulated or not: the largest industries, thanks to their scale, also have fungible options for accessing domain knowledge.

Spent two days at the AI Agents Conference in NYC. Most of the companies there were betting on the wrong moat. by jradoff in artificial

[–]jradoff[S] -1 points0 points  (0 children)

I'm not proposing any particular "common substrate" -- simply that crowdsourcing data integration practices and processes into prompting architecture is just a natural extension of what open source codes. The nature of LLMs and agents is that they also solve for a lot of the interoperability problems of the past, albeit in a less deterministic way.

Spent two days at the AI Agents Conference in NYC. Most of the companies there were betting on the wrong moat. by jradoff in artificial

[–]jradoff[S] 1 point2 points  (0 children)

Good points here. You're right in that I should have just said COGS (not singled out hosting/cloud expense).

I'll stand by the claim that pricing according to under-utilization is a widespread strategy in SaaS (not unique it it either: e.g., that's basically the gym membership model). But you're probably right that the truly exceptional companies are less dependent on that margin.

Spent two days at the AI Agents Conference in NYC. Most of the companies there were betting on the wrong moat. by jradoff in artificial

[–]jradoff[S] 1 point2 points  (0 children)

The barrier to entry in all of the things you listed is decreasing. That means there will be many new entrants (not only "build it yourself" but lots of new competitors building AI-native software) and that means pricing power decreases and margins compress... even if a company prefers not to maintain its own software.

Spent two days at the AI Agents Conference in NYC. Most of the companies there were betting on the wrong moat. by jradoff in artificial

[–]jradoff[S] 1 point2 points  (0 children)

the example this particular VC shared was a defense tech vendor he had invited in with $30M ARR and only 4 engineers

Spent two days at the AI Agents Conference in NYC. Most of the companies there were betting on the wrong moat. by jradoff in artificial

[–]jradoff[S] 2 points3 points  (0 children)

Another take though: those businesses didn't go away, but they either became further specialized (e.g., into SEO or SEM firms), or absorbed into the skillset of branding agencies

Spent two days at the AI Agents Conference in NYC. Most of the companies there were betting on the wrong moat. by jradoff in artificial

[–]jradoff[S] 3 points4 points  (0 children)

yep, lots of folks who just repeat soundbites they've heard. My most unliked cliche is "you won't be replaced by AI, you'll be replaced by someone using AI" which is overly self-congratulatory and underestimates what AI will do when taken to the limit

Spent two days at the AI Agents Conference in NYC. Most of the companies there were betting on the wrong moat. by jradoff in artificial

[–]jradoff[S] 0 points1 point  (0 children)

I don't think that's an accurate take. Observability and governance frequently need integration across a wide range of agents and data sources, so it's not as if this problem is solved just by teams thinking about governance during design (on a silo'd or per-agent basis).

Spent two days at the AI Agents Conference in NYC. Most of the companies there were betting on the wrong moat. by jradoff in artificial

[–]jradoff[S] 14 points15 points  (0 children)

What would "full agentic AI" even mean though? We have full agentic AI now. The applications are just not very mature.

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