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Culture War Roundup for the week of June 30, 2025

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I feel like I was more productive with them a year ago than I am today.

I don't think this is just you or even a mystery. I've noticed the same thing, but I was talking to a friend and he came up with what I think is an excellent theory.

Through about mid 2024 (this is a rough timeline), the major AI companies were focusing totally on model performance broadly defined. The idea was that whoever could "break out" with the absolute best model would capture a $1 trillion+ market. Then, as open source and/or cheaper models began to not only keep up with the Big Boys but, depending on how you evaluate them, actually surpass some of them, the realization dawned on OpenAI, Anthropic, and Gemini; model performance is a race to commoditization. Commodity products can't sustain valuation and growth desires for companies with tens of billions in investment.

What's happening now is that they're all re-using their tried and true playbook; build products for customer engagement. The models from the Big AI firms today, I believe, are developed to maximize engagement instead of developed for maximal performance. I don't mean that they intentionally dumb them down or force them to produce knowingly inaccurate responses. I think it's more in the structure of the response. Take software development for instance. A response nowadays for "how do I design an API for my database" comes out in a nice, concise little five step plan. The LLM will conclude by saying "let me know which section you want to dive into first!" It all feels so "on rails." You think, "shit, this might be pretty easy" and you start to whip something up. Flash forward several hours and ... well, you said it.

My memory seems to tell me that asking that same API question last year would've produced a fairly technical blueprint for designing APIs in general. I would've looked at it and thought, "okay, that helps, but it looks like this is still going to be work." And, here's the important part, I may have then gone to a different website to research good API design. I would've disengaged with the LLM.

It's no surprise to me that a lot of the recent hype cycle has been "LLMs are replacing google as the primary means of interacting with information on the internet." Google's cash comes from the fact that most people don't even navigate directly to the URL they're interested in but, pop open google and type "nytimes" and hit go. It is actually "the front page of the internet" (sorry, reddit). If you have that same situation with OpenAI/Anthropic/Gemini where people start at those chatbots everytime they want to do anything on the internet, it will support the user growth and engagement numbers that might be able to support the valuations of these companies (although I have some serious doubts about their unit economics).