From Ben Thompson’s interview with Palantir CTO Shyam Sankar:
[…] why are ambitious customers winning? Why do some units and institutions put AI to consequential use while others struggle to move beyond experiments? How much of the difference is access to technology, and how much is leadership, urgency, authority, and an imperative to win?
SS: This is one of the empirical things I’ve observed. It wasn’t obvious to me it would be the case, but if I segment the customers I’ve worked with — the ones who want to use AI to reduce headcount, to take costs out of the business — almost all of them have failed at even achieving those goals.
If you compare it to the customers succeeding wildly, have real ambition, “I want to use AI to dominate my market”, “I want to use AI to put my competitors out of business”, “I want to use AI to do work that was always beyond the efficient frontier — things I always wanted to do but could never afford to do”. I think the conclusion I’ve come to is that there’s insufficient stimulus to motivate you to do the hard things when you have a myopic goal like getting rid of humans. There might be other factors too — human intelligence and machine intelligence aren’t exactly the same thing.
How so? How are they different?
SS: They don’t do exactly the same things in the context of the workflow. If you spend your time trying to delete the human, by definition the AI would have to be able to do everything the human does — even if it only does 98%, you’ll fail at the specific goal.
Another way to reframe it, “I have this miracle intelligence now, how do I build the workflow around what it can do, rather than shoehorning it into the error that always exists between the human and the AI?” — the AI maximalist would say, “I’m just going to keep training a better model”.
But I’d say, what percentage of the problems we have today can we solve without going beyond the current frontier? I think we’ve left a lot of problems unsolved because we’re not thinking about diffusion enough, and wer’e not actually trying to maximize the AI for what it can do, we’re instead trying to judge AI by the standard of, “How do I eliminate humans?”, which may not even be that valuable, judging by the people who are succeeding with it.

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