I think it’s reasonable and often useful to write early-stage research in terms of one’s current weak best guess, but this piece makes me worry that you’re overconfident or not doing as good a job as you could of mapping out uncertainties. The most important missing point, I’d say, is effects on AI / biorisk (as Linch notes). There’s also the lack of (or inconsistent treatment of) counterfactual impact of businesses, as I mention in my other comment.
Also, a small point, but given the info you linked, calling Oracle “universally reviled” seems too strong. This kind of rhetorical flourish makes me worry that you’re generally overconfident or not tracking truth as well as you could be.
I think it’s reasonable and often useful to write early-stage research in terms of one’s current weak best guess, but this piece makes me worry that you’re overconfident or not doing as good a job as you could of mapping out uncertainties. The most important missing point, I’d say, is effects on AI / biorisk (as Linch notes). There’s also the lack of (or inconsistent treatment of) counterfactual impact of businesses, as I mention in my other comment.
Also, a small point, but given the info you linked, calling Oracle “universally reviled” seems too strong. This kind of rhetorical flourish makes me worry that you’re generally overconfident or not tracking truth as well as you could be.
Yes, fair enough, I do have a strong bias/prior in favor of open source software, and this does probably color my assessment of Oracle.