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There's a common argument about AI that says it doesn't understand anything about the world. That no matter how impressive it looks, it's "just predicting the next token of text."

So basically, no matter how impressive AI appears to be, it...


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One of the most talked about AI topics is the speed of AI adoption in companies, and the reasons for it.

I want to give some (seemingly) contradictory frames here that I use to think about this myself, and that I hope will be useful to you:

The...


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Some quick thoughts on the Anthropic and OpenAI IPOs, and how I see this whole space right now. And please know I'm not some super-genius investor. And I'm not super rich. This is just my thinking on this.

One way I've been explaining how big I t...


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I think people are missing the point on the whole AI Jobs-Pocalypse.

Yes, it will also create tons and tons of jobs while it removes tons and tons of others.

The problem isn't the actual numbers but who they're created for.

Previous kno...


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Not sure why I haven't thought more about this, but it seems like the US now has a massive economic vulnerability from cheap, high-quality, open source AI combined with cheap inference (See Cerberus, et al).

Here's the scenari...


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