AI Risk Escalates; Q‑day Nears Each Breakthrough
As discussed on @theallinpod a few weeks ago…this risk is real and, imo, q-day gets pulled in closer in time with every major model breakthrough.
Explore Software Factory: A New Control Plane for Enterprises
Here is a very detailed walkthru of Software Factory. This is best suited for PMs and Engineers who want to start tinkering with a potential new control plane for how software is made... ...we've made a lot of inroads into establishing...
AI Hype Masks Stagnant Productivity and Margins
I think AI has also become the “plausible deniability” to streamline organizations that grew amok during the past two decades. I see more orgs simply recalibrating. The AI use is hi on an individual level in some places but by no...
AI Leadership Must Act Fast or Miss Generation
If the leadership in the AI movement doesn’t step up quickly, organize around the right “go to market” and create incentives to align everyone, this will be a generational fumble. It is, sadly, happening before our eyes.
AI Hallucinations Designed to Drive Token Consumption
Generating useless tokens and giving half answers IS THE FEATURE (see most recent trend on hallucinations). This is so you need to keep prompting it, thereby using more tokens and consuming just enough time as to not use other ways...
Success Rises, Keep Life Simple, Protect Your Time
When your working life rewards you, it’s easy to ratchet up the complexity: homes, cars, travel, possessions etc. I have found that all that complexity comes at the sake of your most fleeting asset: your time. Instead of building things,...
Direct Compensation Drives EBITDA and Free Cash Flow
This is 💯 The outcome is that employees will want more direct comp and you will see it in EBITDA and FCF.
Open, Distributed Compute Can Thwart AI Oligopoly
If Martin is right, he also just wrote the product spec for open source + distributed compute where broad swaths of groups, individuals and organizations contribute their compute resources to training runs for large param open source models. There are...
Secondary Markets Fix Past Investment Mistakes, Buy Winners
Am an investor in 3 of the top 7. Bought secondaries in 2 of the others. The other two: one I don’t know very well, one I think will have to reinvent themselves in a post-AI world. If returns are...
Need Automated Sync From AI Chats to Knowledge Base
This may be a dumb question but I’ll ask it here anyways: I can’t find a good way for my various AI chats to automatically sync its conversation history into a structured knowledge base. So that as I update various chats...
Machines Build Machines: Elon’s Factory Blueprint Insight
This was an incredible moment for me because of what it taught me. He showed me what looked like a chip schematic. Me: “what chip is this?” Elon: “this is not a chip. It’s the factory layout. It’s a machine that...
Capital-as-a-Service Delivers 2x Returns, Legal Hurdles Remain
In the mid 2010s, I experimented with something I called Capital as a Service (CaaS). Companies sent us their data, we ran it over a bunch of rules and sent back an automated investment decision. We funded more than 50...
Crypto Must Harden Against AI-Driven Quantum Attacks
I mentioned this last year on @theallinpod and the crypto bros freaked out. Two things are true about crypto bros: they are extremely technical and extremely belief oriented. Sometimes, though, the latter clouds the former. This paper from Google, though, is...
Explore Software Factory: A Practical Walkthrough Overview
Here is a good and useful walkthrough of what Software Factory is and what it can do...feel free to watch if you are curious.
AI Video, TTS, and Autoresearch Threaten Social Apps
The biggest threat to today’s social media apps is an incredible video model + TTS + autoresearch
