46 points by dm 10 days ago | 13 comments
weberer 7 days ago
I feel like whenever the topic of AR glasses come up, these large companies focus too much on cameras. When really, I'd be happy with just a persistent display that can be in my field of vision. A clock, notifications, maybe a map if I'm walking. I've been using the Viture One glasses as an external monitor and they've been great for privacy in public places. You definitely can't walk around with them since the internal prism messes with your sense of balance. But they are a nice step in the right direction.

https://www.youtube.com/watch?v=bdc9rcrZW8I

flanbiscuit 6 days ago
These Viture One Pro glasses seem good, I might interested in one of these. I wear glasses, don't like wearing contacts, so I wonder how they would work for me. The video (at 1:18) shows that the Pro version has 2 dials to set focus. But the product page says that's to fix "blurry edges". Is this something I could use without my glasses? or will I need to wear contacts?

https://youtu.be/bdc9rcrZW8I?si=j9kY7rrCaQstYoQd&t=78

https://pro.viture.com/

edit: I think this maybe answers my question: https://www.reddit.com/r/VITURE/comments/159gt36/i_wear_glas...

| You can easily adjust each VITURE One XR Glasses lens to your prescription (0 to -5.00D) with convenient knobs located on the top of the frames.

| If your prescription doesn't fall into this range, no worries – to make sure everyone has access to a clear VITURE One experience, we’ve also developed a prescription frame that you can have your own lenses fitted into. This frame attaches to VITURE One XR Glasses magnetically for easy on and off.

chewmieser 7 days ago
The camera is one of the most important features for me. I had (and returned) a pair of INMO Air2's primarily because of the poor camera quality. Waiting to see how the TCL RayNeo X2 performs (was supposed to ship in December, still waiting) but may just cancel those and wait for the next generation to release, which was just announced at CES.

I love the notifications and the other stuff as well (mapping, translations... Even streaming YouTube through them while I exercise) but my primary driver for these was to have a rapidly accessible camera. I found great success with the Humane AI Pin primarily for this feature.

FYI there are some other options available today for glasses without cameras (Vuzix has some, as well as some announced at CES) and/or with simpler screens... As well as some with screens in the frame (like Halliday) if the rainbow effect gets to you.

Damogran6 7 days ago
The cameras are needed for inside-out positioning.

Now...outward facing screens displaying my face? Billet Aluminum frame?

7 days ago
alchemist1e9 7 days ago
I’ve purchased and evaluated a number of AR glasses and have come to the conclusion that the Vuzix Z100s are the most practical and functional, I actually wear them pretty often just for the convenience of notifications in my vision, because even watch glancing is distracting in comparison.

other I have are Viture’s, Frame, Everysight, and ActiveLook. All of those have downsides to wearing as glasses over Vuzix’s Z100. People just find you a big big frame geeky and don’t necessarily notice them as smart glasses unless they are particularly observant type.

Everysight Maverick are runner ups and work for summer outdoors situations as they are basically sunglasses.

hx8 7 days ago
I'd be happy with a persistent transparent display that is in my field of vision for AR.
matwood 7 days ago
These stories about unreleased Apple products always make me laugh. It's rumored Apple stops working on something they were rumored to be working on.
talldayo 6 days ago
Most of them seem to be correct. Apple Car was basically an open secret for years before it was cancelled, same with AirPower and even Apple Vision Pro had it's price estimate leaked before it was announced.

It feels like Apple thinks they're really good at hiding stuff, but forget that their employees love to talk. Nobody will forget the prototype iPhone left just sitting there unattended at a bar.

matwood 6 days ago
AirPower was actually announced. The problem with the others is it’s hard to know which are intended to be products or research. Particularly items that are far from any sort of release.

For example, I’m skeptical that Apple ever intended to release a car.

kace91 7 days ago
Apple's adventures in XR are weird.

I started my career as a dev working in VR apss. At the time there was consensus in the industry that apple was about to release something huge that would push the whole industry to the mainstream - and indeed you couldn't rely on any new VR/AR product or software without it being silently acquired in months and their website redirecting to apple.

Fast forward one decade, nothing's happened yet. I moved to web dev long ago, but people seem to be still waiting.

PaulHoule 7 days ago
Apple is centered around the iPhone, it's hard for them to make anything that isn't a peripheral of it. The best idea they've had in the last ten years is the Apple Watch, but I'm using Garmin because I don't have an iPhone.

The Mac benefited from all the work Apple has done on the iPhone CPU, but the software scene on the Mac has been deteriorating because developers are using the same tools and the same toolkits to develop desktop applications that are motivated by mobile. The article mentioned here

https://news.ycombinator.com/item?id=42930025

claims to be about the deterioration of desktop interface but it's by someone who's so steeped in the Apple culture that they don't get it is really about the deterioration of Mac interfaces.

Apple doesn't care if you buy a Mac, in fact they'd feel most comfortable if the Mac became a peripheral of the iPhone. It's hard for them to picture developing a new peripheral for the Mac, even something straightforward like the Magic Mouse. A peripheral for the Mac that's groundbreaking? It doesn't fit into their world view.

paxys 7 days ago
Macs obviously have an outsized mindshare and market share in Silicon Valley but globally make up like 5% of PC sales. In Apple’s own books the entire Mac division accounts for 8% of revenues. Apple is serious about the line, sure, but it doesn’t have anywhere close to the importance of iPhone for the company.
PaulHoule 7 days ago
I wonder if that's a 'kill your startup' pattern, that is, develop an app for Mac because you're surrounded by Mac users, but then you don't sell many units because the market is too small.

I had a time when I was involved with startups of various kinds (sometimes West Coast, sometimes Research Triangle Park, more often NYC or upstate.) I was a Windows user in a MacOS world and the most important accessory I packed was whatever I needed to hook up to mini-Displayport.

hx8 7 days ago
I think this might be happening more for iPad Pro style apps than for MacOS style apps now, but the failure pattern of building great software for small market hardware is historic. It was a bigger deal before IBM Compatibility.
PaulHoule 7 days ago
My take is that tablets are underrated, however I'd like to see more 'higher end' applications aimed at at 'lower end' tablets.

For me the magic of tablets is that they are low cost, so I'm not afraid of losing or breaking them. They don't become a nexus of further expensive consumption: adding an expensive case, particularly one with a an expensive and special purpose keyboard, just takes something sleek and easy to handle and makes it klunky and awkward.

Go to a hackathon? Get any Bluetooth keyboard and mouse and a $5 plastic clip from Amazon Basics and you've got something sleeker and more stylish than any Macbook or gaming laptop with which you can connect to a powerful desktop computer or a cloud instance that is anywhere from 50 cents to $4 an hour depending on your thirst for power.

I started out with a B&N Nook, then Amazon Fire Tablets (amazing value for the money), then iPads, I had bad luck with my last iPad (either lost or stolen) and figured I'd use an old Samsung Galaxy tablet I had kicking around. Every time I got an iPad I looked at my options, hypothetically I thought I might like the Pro but a new Pro is crazy expensive (I couldn't afford to break or lose it) and an old Pro in my price range is old technology.

(Note I'm a little weird because I've never owned a smartphone with a plan. Carriers choose not to serve my valley, why should I get an expensive plan? My data plan is WiFi, and my phone plan is Skype)

The Pro, like the AVP, also seems hobbled by Apple's short-sightedness. A device that expensive, with hardware as capable, should be able to do 100% of what a MacBook can do. It should be able to completely outdo the Microsoft Surface, but it doesn't.

hx8 6 days ago
I mostly agree with everything you said. However at this time I wouldn't risk my business by releasing software primarily targeting tablets. The rate that people pay for iPad specific software is too low.
PaulHoule 6 days ago
95% of the development work I've done in the past 25 years has been for the web platform. I don't see that changing. If you make desktop web site that are WCAG AAA compliant they also are great on tablets for XR. (In the limited sense of "windows hang in space that you can use like an app)

I haven't wasted a minute arguing with the app store if I'm allowed to do this or that. For what? So I can add an icon to an over-crowded home screen that is already crowded with twisty little icons that all look alike? So I can spam people with unwanted notifications?

I can even use the web platform to make real immersive applications for XR, though I'm currently trying to figure out the exact memory limits to make things work on the MQ3. I've got a vision in my mind of an app that provides a visually intense and expressive experience on phones but also puts you in a world if you've got the hardware for it. The web platform is totally up to it, I just have to figure out to do it.

maxsilver 7 days ago
> but globally make up like 5% of PC sales.

This may be true globally, but isn't necessarily reflective of actual market share for the markets targeted.

If your startup is selling to people in say, United States, Canada, the United Kingdom, Australia or New Zealand, then Mac marketshare is 20% to 30% of all computer usage (depending on which nation, how you count, and whose measurements you use, etc).

ghaff 6 days ago
It's not even just SV. Go to pretty much any tech conference. Many of the attendees are not SV and you'd still conclude that Macs were the dominant laptop platform.
sitkack 7 days ago
I got one, a shell you can put your phone in, so you can slide your phone around your desk AS your mouse. It can provide vibration feedback, alerts, sounds, etc. It can use the macro lens and the IMU for tracking its location across the desk. Would also serve as biometric auth for websites.

Prior Art for

    G06F 3/0338 - Computer mice, trackballs or similar devices for computer control
    G06F 3/041 - Digitisers using touch-sensing
    G06F 21/32 - Biometric authentication

See, you can have peripherals tha
api 7 days ago
I think this is a niche technology that people keep trying to make go mainstream, but most people just don't want it. For most people (including myself) trying VR a little is a novelty, but it's not something I want every day, and AR seems like it'd be useless or annoying unless I were using it in e.g. some industrial context like a heads up display.

It's like NFTs in gaming, NFTs in general, AI shoehorned into places it doesn't make much sense, wifi connected can openers, Soylent, ...

Startup founders are always told that there must be market pull, and many startups fail because they try to push an idea nobody wants, but it's not just startups. Big companies and VCs do this too.

Damogran6 7 days ago
FWIW, with today's social media environment...I'm ACTIVELY managing the ways I'm interrupted. Having that in front of my field of view is a non starter.

I'm an early adopter, but even at that, I don't use VR a whole lot over the course of a month. It's a tech that people (nerds) really want to take off and it just hasn't. I'm not sure it will...it could be replaced with other equivalent technologies that aren't strapped to your face.

gwervc 7 days ago
I think it's a tech advancement issue, just like touch screens wasn't a thing for a very long time while it they were resistive. Then the iPhone came with capacitive touch screen and now they're everywhere. When (if ever) XR won't suck, which could take a decade or two, it will be adopted massively.
HPsquared 7 days ago
It's still just a bit too clunky, like PDAs. Still waiting for an iPhone moment.
api 7 days ago
I don't think it's even that. I don't think most people want it.

VR is for gaming. I can see it finding a solid niche there. Make a VR headset that connects to a PC/Mac with extremely low latency and focus all the engineering on the quality of the display and making it lightweight. Gamers will buy it.

AR is IMHO for industrial uses. I could see it being incredibly valuable doing inspections of industrial systems, working in a high-risk environment (for safety awareness), etc. I think the most practical depiction of AR in sci-fi is probably the heads up displays in The Expanse, which make perfect sense to augment human sensory in both military and industrial/maintenance operations in an environment like space.

I actively do not want AR for civilian uses. Yeah, I want to wear glasses and contacts to superimpose ads and slop and Internet drama in front of my life. Get that the hell away from me. When I want to touch grass, I want to touch grass.

A lot of that kind of stuff shows up in cyberpunk, and people forget that most cyberpunk is dystopian. The cyberpunk aesthetic is also kind of 1980s-1990s and is not contemporary. People are stuck in it. We're well past that and even on the tail end of "millennial minimalism" (the Apple aesthetic).

ghaff 7 days ago
There are certain other things you can imagine VR being useful for like virtual explorations. But monitors actually work pretty well for that and, really, none of that has really developed beyond the gimmick stage. Yes, there are certain types of high-end gaming it works for but that's a niche of a niche that's decreased in size over time. (e.g. flight sims used to be a bigger thing)

We can imagine HUDs of various sorts with AR glasses that are light and non-obtrusive. But largely well into the future. You may have (probably do have) early adopters who can overlook the manifold limitations that exist today but now you have a tiny audience that isn't enough to drive interesting software development.

HPsquared 7 days ago
I suppose with everyone on HUDs the subway train would be full of people catatonic staring straight ahead in their own little worlds, possibly recording everything around them on video.
jsheard 7 days ago
The Bigscreen Beyond is getting there in terms of form factor, but it achieves that in part by being a dumb headset which relies on a PC and external tracking beacons to work. There's no free lunch unfortunately, putting the brains in the headset itself is always going to add bulk.

https://www.bigscreenvr.com/

api 7 days ago
A dumb headset is exactly what I'd want. I don't want yet another device with an OS that locks you into someone's f'ing ecosystem or alternately requires me to find apps specifically for it, etc.
7 days ago
plagiarist 7 days ago
That's the form factor I want and that's the reliance on a PC that I want. I want VR glasses that are driven by my setup, not yet another account and yet another app store.

I'd buy that in an instant except last time I checked they thought they'd be scanning my face as part of the purchase.

jsheard 7 days ago
The face scan is required because they 3D print a gasket tailored exactly to your face, that's another part of how they managed to make it so compact.
hoistbypetard 7 days ago
The "still waiting" turn of phrase made me smile.

The Palm Pilot (not the first PDA, but an early decent one) pre-dated the iPhone by about 11 years. By that standard, we're likely on the order of a decade away from an "iPhone moment".

wrfrmers 7 days ago
Every company in the space realizes that it's the next computer pillar, after desktop PCs and smartphones. Even more so: these devices see everything their users see (and more), hear everything they hear (and more), and can provide significant insight into their mental and emotional states. The prospect of controlling the platform all of this takes place on? No one - especially incumbents that know their history - wants to get left behind. Everyone knows Apple's modus operandi: wait for others to experiment, then define the standard and run away with the market. So, Facebook bought Oculus (and slow-walked its R&D), Google shelved Project Tango, and everyone resolved to wait for Apple to make their move. Apple knew this, and kept pushing back their own reveal. The arrival and demise of upstart Magic Leap (and smaller failures from Vuzix and Snap, among others) confirmed to everyone that there was no point in trying anything until Apple had shown their hand.

So, we've been in a stalemate for more than 10 years. The AVP finally had to come out - antsy investors - and turned out to be the overengineered product of Apple trying to outmaneuver everyone else's outmaneuver, with the entire field understanding that whoever wins this owns the next 20 years.

However, it's a bit of a Chinese finger trap. Consumers and users want actual value out of this technology, and developers want to provide fantastically innovative uses, and both are at odds with the platform owners' lust for unilateral control. The platform that wins will be more like a PC than a Silicon Graphics workstation (which is what Apple et al seem hellbent on forcing down people's throats). Get something with basic functionality that just works out of the box, and that is open and ready for experimentation, into as many hands as possible. It will bulldoze the field. (This is why the Quest line has gotten so close. Shame about the owner.)

phlipski 6 days ago
I agree with your sentiments on an open platform ultimately prevailing. The hardware is still not there yet for good AR glasses (IMO). The processing power, connectivity, power, displays, etc.... just can't be crammed into an almost invisible pair of glasses. You basically need to squeeze the equivalent of the latest apple watch into a form factor about the size of a stick of gum (cut in half length wise)....
hnra 7 days ago
Didn’t they release a pair of VR glasses last year?
api 7 days ago
The Vision Pro, and despite being pretty good they were kind of a flop. Like I said elsewhere I think VR and AR are niche products tech companies and investors keep trying to make go mainstream because they showed up in a lot of sci-fi. I don't think many people want them.
jnsie 7 days ago
If the Vision Pro was indistinguishable from a regular pair of glasses and didn't cost over $1000 it would take over the world. I don't think it's a case that people don't want them, it's more that people want what's in sci-fi you spoke of and not this early iteration.
ghaff 6 days ago
Yeah (at least maybe). If AR were in a fashionable pair of glasses that you could effortlessly switch into a Google Lens mode for example or call up a Wikipedia article that starts getting interesting. But that's a long way off.
PaulHoule 7 days ago
Meta is having some success with the Meta Quest, but it is in the gaming sector where they have cultural problems. [1] The notable thing is that the Meta Quest consumer is price sensitive: when the MQ3 came out and they dropped the price of the MQ2, MQ2 sales surged. Next year they came out with the MQ3S which has the brains of an MQ3 in the body of an MQ2, so it is a cost-reduced device that can run MQ3 software.

The AVP, on the other other hand, was just too expensive. At that price it could go with a seat of [2] (been a high end enterprise play) but no way was it going to compete with buying a big ass TV and a home theater system, which you can enjoy with other people. Worse than that, Apple rejected the immersive world experiences that are big fun on the MQ3 -- if a device is that expensive it has to do it all.

[1] https://components.one/posts/gamer-and-nihilist-product-hunt [2] https://www.3ds.com/3dexperience/

threetonesun 7 days ago
The "something huge that would push the whole industry to the mainstream" seems to be the missing piece here.

I'm sure the Vision Pro will get some follow up, but as someone who wears glasses I don't see the glasses/headset version of AR/XR ever catching on in the mainstream.

paxys 7 days ago
Headset, not glasses
iamleppert 7 days ago
Fast forward to the year 2025. We have ultra-wide monitors that cover our entire field of view for less than $800, don't need to wear bulky headset, and can perfectly maintain our situational awareness without the need for 1 TFLOP of compute and 8 tracking cameras.
jmyeet 7 days ago
The lesson here is that simply wanting something to be true doesn't make it possible or practical. We also tend to get carried away with sci-fi becoming reality.

You see this constantly where people desperately hope for some form of FTL. They want it to be true and cling to fringe theories because of that.

Companies have been trying to make VR happen for decades. It's not going to happen. Not only do people not want to strap something to their head, there are fundamental technical limitations around latency, true blacks, depth-of-field and what input feels "natural".

People just take Snow Crash and Ready Player One too seriously.

AR is kind of the between of that but it has fundamentaly technical problems and constraints like processing power, energy, true blacks and lag. A true AR experience would have to constantly repaint the overlay as you move your head at incredibly low response time to feel "natural".

Lag will be a major factor with AI chatbots for probably some time to come. The processing loop is basically text to language to embedding into AI model and then converting that token stream to spoken language. That takes time. We're such a long way from something that feels "natural" like talking to another person.

Miraste 7 days ago
VR has a long way to go on the technical side, but true blacks and latency are both basically solved. Vision Pros have a motion to photon latency of ~12ms, which is unnoticeable, and miniLED and OLED allow for true blacks in plenty of headsets. Depth-of-field hasn't been solved yet, but it is doable. Processing power and battery are limitations, but not critically so.

IMO, none of those things are major factors compared to how insanely clunky current VR headsets are. That's where the real fundamental issues show up-these headsets need to lose ~90% of their weight and size before they'll catch on.

SaberTail 7 days ago
My impression is that there are a lot of geeks out there who want the Star Trek holodeck, and they see VR and generative AI as a way to get there. But they ignore all the episodes that explored the ways such a technology could be harmful, socially and psychologically and physically.
gyomu 7 days ago
Apple reshuffles internal programs and product roadmaps all the time.

Just because a program with an internal codename gets terminated doesn't mean there aren't a bunch of other initiatives in related spaces going on.

And the work on the core technologies certainly doesn't end.

There's no product until there are boxes piling up in warehouses, getting ready to be shipped.

If only we could stop giving attention to these "news", which are really just propped up narratives for investors to nudge the market in their favor, and for Mark Gurman to get a paycheck.

stetrain 7 days ago
Yes, this report could actually mean for example that Apple is focusing on an alternative glasses product that doesn't require so much computation power.

If the path of the previous project led them to a product that would have to be connected to a Mac to work, that seems like a dead-end that wouldn't make a compelling consumer product in the near future.

You could write a similar headline about "Apple cancels iPod Phone Project" back in 2005 or whenever they made the decision to go with the Darwin/touchscreen phone instead of the iPod-based alternative.

lumost 7 days ago
VR/AR gets attention as despite the investment levels, adoption has been mixed. Provided a bug tech co has a “next” offering, this is fine for startups. It pays to be a risk taker on a new platform.

If big tech decides that VR/AR is not worth the investment any longer, then its tough to be a startup in this space. Hence tracking apple rumors is a way to get a read on where the market is heading.

Damogran6 7 days ago
It's idle fantasy speculation...like reading Popular Science and Popular Mechanics as a kid (with a similar hit rate on speculative future stuff...)
nxobject 7 days ago
Interesting reminder from the article that those AR glasses are one of a family of ideas Apple is simultaneously pursuing:

> The company is still working on successors to the Vision Pro, including updated versions of the original model. It also has other concepts in the works, such as AirPods with cameras, and executives still hope to eventually create a set of standalone AR glasses someday.

rob74 7 days ago
Yeah, AirPods with cameras. Cameras sticking out of your ears. I can't help trying (and failing) to imagine how cool that would look...
pachorizons 7 days ago
In the U.S. in 2024, 32% of adult Americans reported being the target of workplace bullying[1]. Nearly 3 in 10 women (29%) and 1 in 10 men (10%) reported being subjected to debilitating sexual, physical or psychological abuse by their partner[2]. This means that 1/3rd of workers do not feel safe in their workplace, and a significant number of people don't feel safe in their own homes. There is no way these people are going to put anything on their faces that obscures their vision - not a pair of glasses, and not a giant headset. Until these numbers come down, VR and AR will never, ever go mainstream.

[1]: https://workplacebullying.org/2024-wbi-us-survey/

[2]: https://www.thehotline.org/stakeholders/domestic-violence-st...

dm 10 days ago
doener 7 days ago
ourguile 7 days ago
I love my Vision Pro, but I do feel like it's quite heavy and delicate for every day, general use. Also, one thing that I have to keep in mind when using it is that the room needs to stay very well lit. Something I don't need to even think about with my phone, laptop etc.
brutus1979 7 days ago
Curious what are your use cases?

I was reading a thread where a bunch of people complained about their iPad not having use cases while for me, it is a dream device. Curious about your experience with vision pro.

7 days ago
m_ke 7 days ago
This is only semi related but I wonder what will happen to these huge hierarchical orgs when the pace of software development improves by 10-20x thanks to LLMs.

How will these risk averse slow moving teams with a ton of process keep up with 100x more tiny teams of engineers who can ship whole features in days instead of months.

postexitus 7 days ago
You don't have to worry, it's not going to happen. LLMs does/will make individuals more efficient, therefore, reducing number of developers maybe, but you will still have the exact same bottlenecks at the exact same places throttling the delivery speed.
m_ke 7 days ago
I'm saying there will be 10-100x more small dev shops competing with the big cos. Pizza sized teams that own the whole product and can just ship stuff without the dog and pony show that's common at larger orgs.
lotsoweiners 6 days ago
Big co buys them. Big co sues them. Big co lobbies to keep them out of their space etc etc. Not everything is a technical challenge.
postexitus 7 days ago
These still exist and don't make a dent in the big cos balance sheets. They may be growing the pie though.
hobs 7 days ago
They'll build a billion middle of the road bland messes?
m_ke 7 days ago
No, some of them will build midjourney with no pressure to sell like instagram did
7 days ago
skybrian 7 days ago
When one bottleneck is removed, that usually means the rate of change is bottlenecked somewhere else. Maybe in the release process, or testing?

Or maybe the bottleneck is the willingness of customers to try new things? Risk-adverse customers will often avoid startups. Showing yourself to be trustworthy isn’t purely about the rate of feature development.

If the other bottlenecks can’t be removed easily, instead of 10x features you could end up with fewer software developers.

m_ke 7 days ago
Yes for sure, but from what I've seen at large companies the bottlenecks are already usually caused by intra team conflicts, legal hurdles and "processes" that take something that would have taken a dev with ownership 1-2 days to do and turns it into months long slogs and rituals.

Having worked at early stage startups and mid sized companies there's already a 10-20x productivity gap between them due to this (even on brand new projects at large companies vs startups, where it's not an issue of legacy code).

As an example I just witnessed a large co hire a consulting company to help them "ideate" on a RAG app that barely worked and required 3 rewrites and ~18 months to make it to POC stage, even though a front end dev had a better working POC that he hacked together in a day and a half.

I've heard way worse horror stories from friends at Google / Meta / Apple.

What will happen when tiny startups of 3-8 people get 5-20x more productive and can ship new stuff daily?

gyomu 7 days ago
> What will happen when tiny startups of 3-8 people get 5-20x more productive and can ship new stuff daily?

The answer is in the comment you just wrote.

If those tiny startups are successful, they will become the next bloated large companies where things take forever because of "intra team conflicts, legal hurdles and processes", which are categories of things LLMs will never solve because LLMs can't solve problems of human consensus.

If those startups aren't successful, they will run out of money and die.

Big companies take forever to do things because they have lots of paying customers to keep happy, a bunch of people who are ready to sue them at the slightest misstep, thousands of employees with families who want job stability and therefore don't want to be betting the farm every 6 months, etc.

Tiny companies can iterate really fast because they have none of this.

LLMs don't change anything about this fundamental reality.

m_ke 7 days ago
As the cost of going from 0 to 1 goes to 0 the incentives flip. You'll have way more small companies that raise little or no money from VCs and have no incentives to juice head count to pump the valuation.

I have a lot of friends who started similar companies recently, who are making millions in revenue with 2-8 people and deliberately plan to never grow head count past around 10 people.

We'll have way more teams like midjourney, early whatsapp / instagram and 37signals.

gyomu 6 days ago
Can you show us these companies?
brookst 7 days ago
Someone’s read The Goal!

100% agree. The SW pipeline is complicated. AI may one day slot into every part and improve velocity, but it will be piecemeal and better at some processes than others for a long while.