AI agents are getting better at looking at different types of data in businesses to spot patterns and create value. This is making data silos increasingly painful. This is why I increasingly try to select software that lets me control my own data, so I can make it available to my

Very nice

Eric Schmidt says AI will create abundance, but not for everyone. Network effects mean the gains will cluster with early adopters, well-run countries, and deep capital.

Larry Ellison $ORCL stressed that AI models perform at their best when trained on privately owned data—not just the public web data used by GPT, Grok, Llama, and others. That’s why companies like $HIMS, $DUOL, $LMND are set to win. Proprietary data is the real competitive edge.

The past two nights have shown why the Bulls eventually need a true superstar. They can be as balanced as they want to be, but without that guy, they risk losing to teams like this every time. Giannis and Donovan Mitchell are that guy. Hope they can find that guy in FA.

Yup, team play can only get us so far, we'll still need a star to take the next step

MCKINSEY JUST DROPPED THEIR 2025 AI REPORT. HERE’S THE TLDR: 1/ 90% of companies “use AI,” but 67% are still stuck in pilot mode. Corporate AI theater is alive and well lol. 2/ 62% of orgs are experimenting with AI agents, 23% are scaling AI agents. Most are in tech and

college kids today are outsourcing the learning to the thing that’ll also take the job they’re supposedly training for. incredibly poetic.

Yann LeCun says LLMs are not a bubble in value or investment; they will power many useful apps and justify big infra The bubble is believing LLMs alone will reach human-level intelligence Progress needs breakthroughs, not just more data/compute "we're missing something big"

JUST IN: Goldman Sachs says 18% of workforce could be automated by AI

Just made a reading tracker on wabi

Wow

Goat in flight #michaeljordan #chicagobulls #nba #basketball #goat

Sam Altman says the most important skill in the future will not be building AI, but using AI to do amazing things Just as researchers don't need to build a computer from scratch to make AGI The future builders will create on top of AGI without needing to train neural networks

Back to tanking, and at least play Noa over Terry and Phillips

The next step towards AGI

Who needs wabi code?

And we back to the bottom, play Noa at least

In Maintenance: Of Everything, Stewart Brand encourages us to see our world through the lens of maintenance and repair. Part One explores what we can learn from the maintenance of sailboats, motorcycles, cars, and weapons. Preorder now: press.stripe.com/maintenance-pa…

where is the moat? #ai #models #application