The Implications of AI
How AI will affect individuals and society
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Deep Research is an AGI product for certain narrow domains; it’s ability to find anything on the Internet will make secret knowledge all the more valuable.
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Marques Brownlee has tremendous power because he can go direct to consumers; that is possible in media, and AI will make it possible everywhere.
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The Internet removed constraints from the analog world, and AI is finishing the job. That this may be the final blow for the Internet as a source for truth may ultimately be for the best.
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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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Claude 4, Anthropic Agents, Human-AI Agents
Anthropic is focused on the agent opportunity, which requires scaffolding; meanwhile, I think there is a huge underserved opportunity in multi-user AI chatbots.
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The Agentic Web and Original Sin
Microsoft is putting forth compelling proposals for the Open Agentic Web. However, the proposal needs digital payments, which will be key to creating a new content marketplace for AI.
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ChatGPT Memory, Boundaries and AI Companions, Auren
ChatGPT’s memory feature is pretty basic, but it’s the sort of product feature that can build a moat, particularly if it’s extended to other use cases.
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An Interview with OpenAI CEO Sam Altman About Building a Consumer Tech Company
An interview with OpenAI CEO Sam Altman about building OpenAI and ChatGPT, and what it means to be an accidental consumer tech company.
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An Interview with Benedict Evans About AI Unknowns
An interview with Benedict Evans about AI lessons over the last year, and the many unresolved issues that will impact industry structure going forward.
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Deep Research and Knowledge Value
Deep Research is an AGI product for certain narrow domains; it’s ability to find anything on the Internet will make secret knowledge all the more valuable.
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An Interview with ServiceNow Chairman and CEO Bill McDermott about Enterprise AI Agents
An interview with ServiceNow CEO Bill McDermott about his life story, leadership, and why ServiceNow is the right platform for enterprise AI agents.
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Apple Earnings, OpenAI Deep Research, The Unbundling of Substantiation
I give my analysis of Apple’s Earnings, and then OpenAI Deep Research does the same, demonstrating the unbundling of substantiation from creation.