- Weekly Olio
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- AI or Die
AI or Die
Choice, SaaS, Germany, and DeepSeek
Salutations, Olio aficionados! 👋
Midweek greetings to all, as we unveil the 127th chapter of Weekly Olio—a delightful concoction of laughter, insight, and a sprinkle of mystery. Within these pages, you'll discover a handpicked selection of fascinating finds from the vast realms of the internet.
Keep your eyes peeled for this week’s Publisher’s Parmesan, arriving this Sunday!
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The Quote 💭
“When deciding between two seemingly equally good directions, the posture with which you walk can matter more than which path you choose."
The Tweet 🐦
Services as Software Part 3 is here. And it's not about opportunity, it's about extinction.
Why? Services as Software isn't just a $4.6T opportunity.
It's the end of software as we know it. The $300B enterprise software industry is facing its asteroid moment.
SAP, @Oracle ,… x.com/i/web/status/1…
— Jaya Gupta (@JayaGup10)
7:35 PM • Dec 3, 2024
As generative AI has progressed, the narrative around AI enabling services to emerge as software has been catching steam. The next iteration in this narrative is the rise of AI agents that are capable to automating entire human workflows. Over time, it is possible that these agents replace human employees and unlock a new frontier of productivity.
The Infographic 💹

German business model was based on:
Cheap energy from Russia
Cheap subcontractors in Eastern Europe
Steadily growing exports to China
All three are gone by now, but German politicians and unions are still mentally stuck in a world that doesn’t exist anymore.
Accomplish More. Juggle Less.
When you love what you do, it can be easy to take on more — more tasks, more deadlines, more hours – but before you know it, you don’t have time to do what you loved in the beginning. Don’t just do more – do more of what you do best.
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The Short Read 📝
DeepSeek: What the Headlines Miss - by Jordan Schneider
Jordan is an independent researcher based in New York with a background in history, economics, tech policy, and China. He writes the The ChinaTalk Newsletter where he comments on US-China tech issues and analyze popular articles from Chinese-language media on tech and politics.

DeepSeek’s impressive performance against benchmarks while spending only a tiny fraction of what hyperscalers are spending, stunned the world of tech. While the achievement is impressive, if you dig around a little bit, there are still a few unanswered questions. DeepSeek’s achievements are genuine and significant - no matter what the propaganda machine would want us to believe. But they are likely to face challenges in future development as stronger export controls kick in and the West tries harder to keeps its technology to itself. Read more…
The Long Read 📜
AI or Die - by Ravi Gupta
Ravi Gupta was the former CFO of Instacart - the grocery delivery app. Generative AI is progressing by leaps and bounds. Almost every week, there is something that comes up. Recently, Open AI announced the launch of Deep Research. Sam Altman thinks that Deep Research can do a single-digit percentage of all economically valuable tasks in the world today. It is absolutely mind-blowing. In such a rapidly evolving landscape that threatens to upend life as we know it, how do you thrive? Read more…

Ravi thinks that our best bet would be to become friends with our virtual colleagues - who are geniuses by the way - and rethink entire business models from the ground up. Build out AI native versions of your product and expect to be held to a higher standard by your customers. Irrespective of what industry you operate in, the weather is changing and you need to build your umbrellas before the rain starts!
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That’s all for this week. If you enjoyed this edition, we’d really appreciate if you shared it with a friend, family member or colleague.
We’ll be back in your inbox 2 PM IST next Wednesday. Till then, have a productive week!
Disclaimer: The views, thoughts, and opinions expressed in the text belong solely to the author, and not necessarily to the author's employer, organization, committee or other group or individual.
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