Every three weeks there’s a video of the CEO of Deepmind saying something insane about how we’re 5 years from AGI, and if you respond saying he sounds like an idiot someone says “umm that’s SIR Demis Hassabis? He won a Nobel peace prize?” Like you realize somebody can get that and still sound dumb
Tomorrow’s free: AI is too expensive, and a preview of “Revenge of the Business Idiot”
seeing a lot of AI boosters out there making weird little comments about how "it's a baby bubble" or "some bubbles can be good," they're afraid
Planning the AI chapter as the conclusion for the book (Why Everything Stopped Working, penguin random house, out 2027) and it is shaping up to be so great. The AI bubble is a psy-op, a con, a drama and a dark comedy! It’s full of weird characters and freaks and a few heroes and a lot of losers.
we're in the early innings we're in the early innings of AI it's early it's early it's early it's early innings we're in them the innings are early
Seeing misinformation out there saying Microsoft moved off of Claude Code because of token-based billing. This isn’t true - everyone was moved to GitHub Copilot CLI (basically GHCP Claude Code), and everyone still has access to Anthropic models, though sources hear rumors about token limits.
This week’s premium has the goofiest setup of anything I’ve ever written, based on Marvel’s classic “What If…?” Series - “What If…We’re In An AI Bubble?” An exploration of the consequences of everything I’ve been predicted, like “what if OpenAI dies?” And “what if everyone goes token-based?”
Joined Ed Edelson on Prof G Markets podcast to talk about AI economics today, should be out tomorrow morning. Apparently I’m their most requested guest! I love to talk numbers and stuff.
