When I first read (Ben's) post a few years ago, I thought that it was probably tracking true things, but over-emphasizing them.
And I was not compelled by some of the arguments. (For instance, I remember some claims about Sam Altman's character that seemed out of proportion to the evidence cited.)
The thing that most struck me about Alyssa's post was this section:
"Where the company is now, is they seem to have metamorphosed into a much less software-requiring version. In particular, I think that the current vertical was served perfectly reasonably by non-software versions of the same thing that relied on a lot of human labor; I think...
...they have converted into an SMB that is human labor-powered in their vertical."
That paragraph strikes a little note of horror for me.
I expect that as productive areas of the world become more established, they become more credentials-based, and proportionally more energy / activity is put into signaling and social games. meltingasphalt.com/startups-are-f…
That's natural: Doing things at scale means setting up systems, which means norms bureaucratization, which means, in the long run, people who are at least as adept at working the system as they are at doing the object level work.
So I'm not surprised at all that Silicon Valley, which is about ~ 50 years old has all kinds of social rules and rituals that one has to follow to get ahead.
The marketing says "we just care about whether your ideas are good, not what you wear, or your social niceties, or your connections."
But but that just means the uniform, the social niceties, and the important connections are DIFFERENT than those of corporate America.
That's not surprising to me. That's just how this works.
But the paragraph above IS surprising to me. Because it seems to indicate (I'm not sure how strongly), not just productive activity mired in some social bullshit, but social bullshit that has completely displaced new productive activity.
The plan...
1. Start startup with shiny tech that plausibly does solve a problem better, 2. Leverage that shiny gleam into a credential that people will fund, 3. Use the funding to solve the problem in the old fashioned way, drop the tech,
...is horrifying.
No actual creation of new value happened there. The whole thing is just a convoluted social game by which one captures a rent to drink from.
This plan doesn't depend on the quality of the tech at all, only the shininess of the tech.
And in the end, the world doesn't benefit from the technological innovation (if there every was one).
It's a sham of the process of tech innovation by way of venture funding.
In the fundamentals, the above plan / trajectory is no different than gaming the system to get into Harvard, then using the Harvard degree (and connections) to get a cushy bullshit job.
It just has a different skin.
This rent-seeking sham has the aesthetic of turn of the century software startups, instead of that of...19th to 20th century professions?
I'm not sure how common this dynamic is, or even the degree to which, in this one example, the startup is using NO new tech at all.
But this is a bad sign, because it is an indicator of how farcical the whole system can be.
In 10 years, or 20, if the world hasn't collapsed, maybe(?) this will be all that is left of the SF tech sector? This kind of signaling game, LARPing as innovation?
And the participants won't even realize that there is a different thing that they could be doing instead.
(Of course, if that does come to pass is the case, it implies a huge opportunity for a group of people to do _real_ technological innovation.
Although I suspect @ben_r_hoffman predicts that is harder than it seems because anti-epistemic forces will coordinate to squash any attempts at real innovation that aren't obeying the rules of the signaling game.
So you need to know how to
1) do real innovation and assess real innovation, as well as
2) protect one's self from attempted squashing.
)
It seems like there are smart actually-generative people in around the Bay Area ecosystem, so probably there will continue to be SOME real tech development there for a long time.
Though, I note that @Conaw is my go-to central example of a real-deal crazy/visionary founder. I can attest that he's doing the "live in the future" thing.
And he moved out to the Utah or somewhere.
*ever, obviously.
Ok. I think "plan" is not the right word here. Closer is "strategy", in the sense of "psychological social strategy".
If you've thought enough about the spaceship design and nanotech, and the dynamics of war between advanced civilizations, every battle in Star Wars seems as absurdly stylized as the space ships in treasure planet.
Star Wars: Why do the ships have a clear top and bottom? And why do they all orient on the same plane so that they have the SAME top and bottom?
Why do the starfighters have living pilots? Why are there even starfighters?
Why are the war droids shaped like humanoid infantrymen?
Why even have field armies for ground combat at all, if you can bombard a planet from space?
From a military engineering perspective, none of those choices make sense.
I had a recent, somewhat amusing to me, dream that ties in with this.
I was in some kind of bondage "class" (in new-age-y kind of store in a strip mall?). Being the only man present, there was some assumption that I would have sex with the women.
Two of them in particular had tied their arms to their backs, and were acting as if I would have sex with them in the next segment, I think. This was no big deal for them, I guess, and they liked me?
They were self-assured and friendly.
And in the dream, I was thinking about if I wanted that, and if this was how I wanted to break my sexless "streak" / loose my virginity.
When I was a teenager, I had absent minded daydreams ("fantasy" seems like too strong a word), about women, that my wife knew, gossiping about how I was such a good "catch" / partner.
Like, I wanted to be physically sexy / desirable, and also kind, caring, and devoted to her.
I wanted to be perfect and wonderful, so much so that other women were...not exactly jealous, but wondering how my wife got so lucky.
I wanted to be able to give that as a gift to my partner.
If I were to describe it today, I would say that I wanted to give her the benefits of a partner with a K-selection strategy (raw physical desirability) AND a partner with a r-selection strategy (commitment and intimacy).
But I do think that this points at an important question which, if we understood the true answer, to would shed light on some common questions of politics.
Why do the uber-rich care about this sort of thing?
Is he just conditioned to try and get richer? It's basically and addiction at this point?
I would guess that he's still mostly motivated by the idea of building Amazon bigger and better.
Noting that "what's his motivation?" is not a crux for me.
In general, I'm in favor of the likes of Jeff Bezos having "more power", because he's demonstrated an extremely rare ability to build machines that can do genuinely new things and create huge amounts of value.
I'm on a late schedule these days, so I was walking in a neighborhood in Berkeley. Three raccoons crept up, and I stopped to watch them for a bit. One of them appeared to be vigorously scratching an itch on his(?) back.
Then he sort of stuck out his leg and seemed lick it. (I tried to get pictures, but wasn't fast enough.)
Then, right in front of me, one of them mounted another, and started humping.