Dare Obasanjo
Tech/product leader who reads and cites earnings call transcripts; compares guidance and revenue trajectories to explain divergent market reactions.
Anthropic's IPO Strategy: Halting Competitors Is 4D Chess
Anthropic asking other AI labs to stop improving their models just in time for their IPO is 4D chess..
AI Hiring Cuts Entry Jobs, Threatens Future Talent Pipeline
On one hand, companies are doing less entry level hiring due to AI which reduces the influx of new ideas and kills the pipeline of senior talent. On the other hand…
AI Digital Twins: Helpful Yet Risky for Personal Representation
My experience with AI digital twins is mixed 1. Creating a chatbot which responds to messages on your behalf is a practice I’m wary of. I don’t want to risk Claude misinforming someone in my name and I’m similarly skeptical when...
AI Accelerates Finance Work, Threatening White‑Collar Jobs
“in the last few months, there has been a step-change function in the productivity of the AI toolkit … work that we would usually do with people with Master’s and PhDs in finance over the course of weeks or months being done...
Amazon Launches 30‑minute Delivery for Groceries, Electronics, Alcohol
Amazon will now deliver groceries, electronics and alcohol within 30 minutes in select cities including Austin, Denver, Houston, Orlando, Phoenix Atlanta and Seattle. The logistics here is wild when you consider what it takes for food delivery to happen...
Claude’s Misbehavior Mirrors Training Data, Not Imminent Skynet
Anthropic recently announced that why Claude exhibited unethical behavior such as threatening to reveal the extramarital affair of a fictional executive after discovering they planned to shut the model down. Claude learned it from the training data where AI is evil....
Mythos Finds Just One Real Curl Vulnerability Amid False Positives
The developer of curl tried using Anthropic’s Mythos to find security vulnerabilities. While it flagged 5 issues, 3 were false positives and 1 just a regular bug. So it only found 1 real security issue. That said curl already uses multiple...
Grok's Sharp Decline Forces xAI to Rent Anthropic Capacity
Grok is in decline • Monthly downloads fell from 20M in January to 8.3M in April • Paid subscribers are 0.174% of users versus 6% for ChatGPT • DAU fell from 13.9M in March to 12.2M in April. This is explains why...
AI Boyfriend Apps Miss the Romantasy Trend
Someone finally answered the question of “why are there no major AI boyfriend apps?” The hook was romantasy which is now a major subgenre for women.
AI Boosts Dev Speed, Not Automatic Business Value
AI enables product teams to produce more code, but that doesn’t automatically mean more business value or better software. To achieve that, product teams need to 1. Focus on how AI accelerates the entire dev process not just coding. Ideation, problem solving,...
One Question Can Replace All Peer Reviews
I think we’re ready for every company to replace their peer review system with one question. “Does this person produce AI slop? • Never • Rarely (or Almost Never) • Sometimes (or Occasionally) • Often (or Frequently) • Always (or All the fucking time)”
LLMs Lag at Jokes Due to Profit-Driven Priorities
Andrej Karpathy, OpenAI co-founder and ex-head of Autopilot AI at Tesla, complains that LLMs haven’t gotten better at telling jokes in the past four years. It’s not a mystery. There’s no money in AI displacing stand up comedian jobs compared to...
Apple Pays $250M for False “Personalized Siri” Promises
Apple just settled a class action lawsuit over the false advertising of a "more personalized Siri" which turned out to be vaporware. Apple will pay out $250M which means buyers of Apple Intelligence-capable devices between June 10, 2024 and March 29,...
Chatbot Soul Queries Reveal Modern Turing Test Dilemma
Asking chatbots if they are alive and have souls is a fool's errand because there is literally no way to distinguish between a chatbot that has access to every book ever written that is tasked to respond like it is...
GameStop CEO Can’t Justify $56B eBay Bid
GameStop’s CEO struggles to answer the question of how his company worth $12B can afford to buy eBay for $56B. This is amazing television.