The Application of AI
How AI works, and might work in the future
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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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It’s possible that large language models are more like the human brain than we thought, given that it is about prediction; that is why ChatGPT needs its own computer in the form of plug-ins.
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Trends in medium, AI, and user interaction underpin Instagram’s response to TikTok, and will determine Meta’s long-term moat.
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Autonomy and Innovation
Incentives favor offense when it comes to agentic cybersecurity; it’s the same dynamic that will limit incumbents and fuel startups in the long run.
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Apple Earnings, More on Amazon’s Earnings
Apple’s earnings (and stock) are limited not by memory but rather chip shortages; then, more on Amazon’s earnings and Andy Jassy’s market analysis.
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OpenAI Hacks Hugging Face, What Happened, Alignment and Paper Clips
OpenAI accidentally hacked Hugging Face, but the takeaways are more encouraging than people realize.
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Who’s Afraid of Chinese Models?
Everyone is worried about Chinese models, but the frontier labs will be fine; we need to enable open U.S. alternatives.
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IBM Misses, IBM’s Mainframe Moat, IBM’s Many AI Problems
IBM announced preliminary results that spooked the software market generally; this is a story, however, specifically about IBM and its mainframe franchise.
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An Interview with Figma CEO Dylan Field About Design and AI
An interview with Figma CEO Dylan Field about building Figma, and why he believes AI gives the company a tailwind.
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My Vibe Coding Adventure, The App and the Experience, Ten Takeaways
My experience and reflections on vibe coding an app that I plan on actually using regularly.
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An Interview with Ben Bajarin About Apple, AI, and Compute
An interview with Ben Bajarin about WWDC and the status of the AI compute industry.