Number of people in NYC who hate Mamdani > those who will actually vote to express their views > people who will actually move if he wins. I’m guessing it’s a 100 : 50 : 0.5 relationship? Maybe?

𝗔𝗹𝗹 𝘁𝗵𝗶𝘀 𝗳𝗲𝗮𝗿 𝗼𝗳 𝗔𝗜 𝘁𝗮𝗸𝗶𝗻𝗴 𝗽𝗲𝗼𝗽𝗹𝗲'𝘀 𝗷𝗼𝗯𝘀... 𝗯𝘂𝘁 𝗮𝗿𝗲𝗻’𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝘂𝘀𝘂𝗮𝗹𝗹𝘆 𝘁𝗵𝗲 𝗽𝗿𝗼𝗯𝗹𝗲𝗺? Customer service is a great example. I’ll call a health insurance company and talk to five different people, each giving me a

Most of you have probably already read Howard Marks' latest memo "Is It a Bubble?". For those of you who haven't, here is the shortest, highest level summary possible: 𝗔𝗜 𝗰𝗼𝘂𝗹𝗱 𝗯𝗲 𝗴𝗿𝗲𝗮𝘁 𝗮𝗻𝗱 𝘁𝗵𝗲𝗿𝗲 𝗰𝗼𝘂𝗹𝗱 𝘀𝘁𝗶𝗹𝗹 𝗯𝗲 𝗮 𝗯𝘂𝗯𝗯𝗹𝗲. A bubble is

In hindsight, I was too negative on Apple's AI efforts because I didn't understand one thing: we don't want them in the LLM game. We want them to create integrated AI throughout the entire iPhone. That's hard. We already have ChatGPT. Sure they could make Siri the voice version

In middle school I was the kid with a backpack full of papers, organized in no particular order, that I could rifle through and find things quickly. Some kids had color coded tabs and folders and spent more time trying to figure out how they categorized something that it

Most people are viewing this as a philosophical thought piece, a moralizing societal critique, not as what it is: an investment thesis. It’s a prediction. A view on what people will do and how they’ll spend money and what companies will benefit. You then get to invest around

How's this for backwards? AI has made me appreciate code more than I ever did before. How so? I've never written a line of code in my life. So when LLM's came out, it was a revelation. All the things I could now do without ever having to touch or see code! Just chain 1, 2, 3,

Is the AI revolution traditional media's time to rise again? The decentralization of news (twitter, facebook, instagram) meant we favored on the ground graphics in real time. We accepted overreactions and false narratives as long as news was given to us quicker than the NYT,

New technology is always better than you ever could have imagined 10 years ago and never quite as good as they’re saying it is.

The main reasons we only use AI workflows and not agents in our business is due to a necessarily high bar for accuracy and consistency. There is no B+ of data quality when selling to professional investors. It’s either right or it’s wrong. LLM’s are inherently inconsistent and

The general description of ClawBot or ClawdBot or whatever it will be named in the future has been “what Siri should have been.” This is clever, as it makes it seem like game over. When really the quote should be “what Siri will be”. ClawBot was first, and will be used be

No matter how good the foundation models get, companies will be a necessary extra layer for the near to mid term when it comes to selling to enterprise. Why? People want people. People might not be necessary, but people add a layer of handholding and communication and pitching