Dare Obasanjo
Tech/product leader who reads and cites earnings call transcripts; compares guidance and revenue trajectories to explain divergent market reactions.
AI Boosts Productivity—Will It Reach All Industries?
The future is already here, it's just not evenly distributed has never been more appropriate. AI productivity gains have gone from a myth to a fact I see multiple examples of at work each week. The question is now more if such productivity gains will be localized to the software industry (or even just big tech) or are more broadly applicable to other industries?
Too Much Introspection Stalls Progress; Act Forward
David Senra: You don't have any levels of introspection? Marc Andreessen: Yes, zero. As little as possible. David: Why? Marc: Move forward. Go! I found people who dwell in the past get stuck in the past. It's a real problem and it's...
OpenAI Urged to Ditch Side‑quests, Focus on coreOpenAI Urged to Ditch Side‑quests, Focus on Core.
Fidji Simo has asked OpenAI staff to stop getting distracted by "side quests" and to focus on nailing their core business products as they are getting increasingly outflanked by Anthropic. Sam tried to run OpenAI like a VC by making lots...
Digg's Reboot Falters: Underestimated Reddit, Bot Chaos
The Digg reboot has failed. According to the message on the website, it was due to underestimating both the network effects of incumbents like Reddit and how bad the bot problem is on the internet today.
AI Agents May Disrupt Software, Uncertain Elsewhere
This to me is the trillion dollar question. The software industry has felt like a perfect fit to be disrupted by AI Agents like Claude Code including for reasons such as the vast amount of free training data on GitHub...
AI's Bug Training Fuels Faster Bug Generation
It’s incredibly ironic that since AI is trained on buggy code it’s very good at writing buggy code. Truly a monkey’s paw situation for AI productivity gains as you are now producing bugs at a faster rate.
Senior Review Required for AI-Generated Code After Outages
After several outages due to junior engineers pushing AI-generated code, Amazon is requiring senior engineers to sign off on them going forward. History has taught us bugs scale linearly with lines of code. So if you ship 2x or 10x the...
Anthropic's Work Future Outshines IDE Hype, Says Cherny
Just listened to the backstory of Boris Cherny being poached by Cursor and then returning back to Anthropic in 2 weeks. Sounds like he realized Anthropic is building the future of work while Cursor is building the future of IDEs when...