For some reasons when consumer companies do it people think it’s more absurd. Just remember - selling something for less than it costs boosts demand. Has to.

Thomas Ahle LLMs work well for many cases, but in these cases, they aren't the right tool: - Latency/throughput sensitive - Need layout/positional info - Absolute accuracy and low hallucination risk matter - Edge cases like complex tables, etc. - Want deterministic customization -

Why AI is a house of cards: 1. You pay $200 a year for an AI app (like Cursor). 2. Cursor pays OpenAI $500 for API tokens ($300 of which is VC funding). 3. OpenAI pays AWS $1000 for compute ($500 of which is VC funding). 4. $AWS pays $10k for $nvda GPUs. See the problem?

End of 10-day China trip; sole objective: learning to gain perspective. Thankfully, Dan Wang kick-started that effort by sharing his new book "Breakneck." Perfect lens into modern China with a mirror pointed back on USA. Great writing. Must read. a.co/d/fgnPT1U

Internet -> Websites Cloud -> SaaS Mobile -> Apps AI -> Agents?

Heard from VC LPs this week: “An OpenAI or Anthropic direct allocation is the Birkin Bag 👜 of investing and the multi-layer SPVs are the knock offs” 🤣🤣🤣

Observation: the longer one is able to tolerate being misunderstood, the more successful one is over the long term.

I’m frankly more excited by this than the new iPhones. 👏 Claude

perfect

Key Takeaways from Testing! 1. Specialists still win in PPT, email, and notes - but generalists are catching up, boosted by rapid model progress (e.g. Manus). 2. The horizontal race is heating up - even labs (Anthropic, OpenAI) are entering to own the “work UI”. 3. Convergence

Happens at least once every single week.. Person X: We’re doing $4M in ARR (I go to the website, check pricing page, see they have no subscription options 🤔) Me: What part of your revenue is recurring? X: None - we’re usage based. Me: Ok. So what was your revenue last

Best succinct description of the increasingly widening difference between ChatGPT and Claude I've seen recently Source below

If you’re working on an AI agent right now that works perfectly for any given task, you’re making the wrong bet. AI model capabilities are only going to get better, context windows will get longer and have less rot, tool use will improve, compute efficiency will get better, and

Lol

Also she is the most difficult person to sing "Happy Birthday" to.

Chatting last night with leading AI model about noteworthy business practices over the past few years. Notice, I mention no company names nor any industries. Wanted to leverage AI to get "most intelligent" view of the situation. Here is the output: tinyurl.com/5cbwrfx4

I don't know what I will do if Matt Levine stops writing. lol.

We're so excited to launch Claude Code on the web and iOS app today! This has become a daily driver for many of us on the Claude Code team. Here are a few of our favorite ways to use it:

Why we do what we do - as evidenced from a client who happens to be a physician himself: "As a physician myself I knew I needed a bunch of annual blood tests. But I had some extra labs I also wanted. It was more cost effective to go through mitohealth than my insurance--I would

6000 Years of World History in 1 Picture