AI & Machine Learning
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Generative AI is the bridge to the next computing paradigm of wearables, just like the Internet bridged the gap from PCs to smartphones.
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The first wave of successful AI implementations will probably look more like the first wave of computing, which was dominated by large-scale enterprise installations that eliminated jobs. Consumer will come later.
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A single AI can never make everyone happy, which is fundamentally threatening to the Aggregator business model; the solution is personalized AI
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More on Bing, particularly the Sydney personality undergirding it: interacting with Sydney has made me completely rethink what conversational AI is important for.
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The first obvious casualty of large language models is homework: the real training for everyone, though, and the best way to leverage AI, will be in verifying and editing information.
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Apple’s 50 Years of Integration
Apple has survived 50 years by being the only company integrating hardware and software; if the company loses because of AI it will be because the point of integration changes.
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Agents Over Bubbles
Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They’re so compelling that I no longer believe we’re in a bubble.
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Copilot Cowork, Anthropic’s Integration, Microsoft’s New Bundle
Microsoft is seeking to commoditize its complements, but Anthropic has a point of integration of their own; it’s good enough that Microsoft is making a new bundle on top of it.
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Anthropic’s Skyrocketing Revenue, A Contract Compromise?, Nvidia Earnings
Anthropic’s enterprise business is reaching escape velocity, which increases the importance of finding a compromise with the government. Then, agents dramatically increase demand for Nvidia chips, even if they threaten software.
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Shopify Earnings, Shopify’s AI Advantages
Shopify is poised to be one of the biggest winners from AI; it would behoove investors to actually understand the businesses they are selling.
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Microsoft and Software Survival
Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.
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Ads in ChatGPT, Why OpenAI Needs Ads, The Long Road to Instagram
OpenAI finally announced that ads are coming to ChatGPT. It’s an important step, but one with far more risk given the delay — and the delay means the ads aren’t yet the right ones.