70% of the world’s population use at least one Meta property at least once per day. How many of the other 30% are too poor/young/computer illiterate to be part of an addressable market?

Every company has dozens of SaaS products that store their business critical information. Amazon installs Office on each computer, Slack (they were moving away from Chime when I left), and the sales department uses SalesForce - SA’s and Professional Services (former employee).

The addressable market of even companies that care about privacy is not a large addressable market. How long will it be before computers become cheap enough that can run even GPT 4 level LLMs that companies will give it to all of their developers?

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JambalayaJimbo an hour ago | parent | next [-]

The banking industry absolutely does care about privacy of their business data btw. We do use tools like Confluence but they're all hosted in our own data centers.

	▲	raw_anon_1111 an hour ago \| parent [-]
		And Capital One and Goldman Sachs are both hosted on AWS…

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innagadadavida an hour ago | parent | prev [-]

These are all great statistics, but how do you explain ClawdBot explosion. Even in lower income countries like China. So much demand that Apple can’t keep up production of Mac Minis. Why aren’t these folks going towards cloud solutions? Is it cost or is there some consideration for having more control over their data?

	▲	zozbot234 an hour ago \| parent \| next [-]
		ClawBot doesn't generally run the model locally, it just talks to remote APIs. No different than any other agentic harness. You could run a local model on the same Mac Mini as your agent, but it wouldn't be very smart and many agentic tasks around computer GUI/browser use, etc. would be out of reach.
	▲	raw_anon_1111 an hour ago \| parent \| prev [-]
		And people using Clawdbot are still not using local inference for the most part… They aren’t buying high end $2000+ Mac Minis.