Can we just maybe get "line go up now but might not forever?"
Isaiah Bishop
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Man look at the change in the sales pitch openai.com/index/gpt-5-6/
Recent commentary
If both anthropic, and OpenAI gor from 10 bil ARR in Q1, to 100-200 bil ARR in Q4. surely we are having a hole somewhere thats being created
A guy made a homeautomation-based weather station and it looks really good, and all the reddit comments are like "actually you shouldve tagged this AI??? disgusting"
Contrary to what a lot of people think about LLM code quality, what its really enabled us to do is parallelize tech maintenance. And as a result our repos are so much cleaner
Have openAI and Anthropic cracked continual learning? Well its simple, if its what you expect they wouldn't need to keep raising money
Was listening to Dwarkesh but im always struck by this kind of belief that AI will be able to, in his words, start a business and be great at it or "be as good at texas politics as LBJ" and like it just seems to me we are asking too much of generalization
it does kind of feel like a lot of things have become correlated in ways that are undesirable. Idk how to say this but like it was useful when bonds and stocks werent correlated. Useful when US and ex-US werent just different flavours of the AI trade. And like same politically.
I had posts earlier in 2025 saying "AI build out isnt like sub prime" and that was true then. We are definitely looking a little more subprime for sure
Probably worth thinking about why AI isnt like serving cloud. And i think a key difference is that the migration to cloud providers like AWS, Azure, GCS was taking already established revenue, and then streamlining and consolidating. AI services remain high CAPEX/highly uncertain projection based
I do wish we could have competent govt because like LLMs and Robotics being govt owned does legit feel like in the limit we could achieve socialist paradise and oceans of lemonade or whatever
Thinking about, mathematics and programming are maybe the most natural places for an LLM to succeed because they are literally studies of abstraction. Like math doesn't get harder it just goes into a new universe of abstraction.
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