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Host @AIDailyBrief // Founder & CEO @besuper_ai
Joined April 2008
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“Ever since the first monkey looked up into the sky and saw something twinkling up there, you meat puppets have tried to force twenty pounds of existential meaning into a ten-pound sack of chaos.”
Today we learned why @finkd paid $14.3B for this man
Muse is the first AI product where genuinely none of its users care about what model is powering it.
if we could test new models in ways other than 3d graphics and game creation that 95% of people will never use again I wouldn't complain
So the pacing era is about models that solve specific problems with previous iterations and deliver incremental value at significant cost and efficiency gains? Cool.
Weird how the only "experts" msm cares about right now are ones who want to assign big % numbers to the chance of human extinction I wonder what that's about
On the one hand, I'm totally monothread-pilled and think this is a good update.
On the other, this video makes this seem like the most goddamn confusing feature ever.
I love this for all these folks - its so much better for everyone (especially the end consumer of the content)
Newton and @kevinroose have licensed their show to NPR. @dee_bosa has licensed hers to Yahoo Finance. I’ve licensed mine to NBC News. This is the future of journalism: own your work, build independently, distribute and partner with others.
Part of the problem with clamoring for a political solution for AI risk is that there is not a competent political class in Washington.
I find the belief that "we're the only people who can save the world" much more terrifying than advanced AI.
A common response is “if they truly believe this, why are they still building it?” At OpenAI, many have not deeply internalized the civilizational stakes. At Anthropic, the stakes are well-understood, but they are locked in a race to get there first - they believe no one else will act responsibly, so they must do it themselves, despite the risk.
Wildly underestimating summer seasonality.
NEW from Ramp AI Index: AI spend *declined* among the top 1% of businesses spending on AI.
In August, the top 1% of businesses spent $7.2K per employee per month, down 10% from a July peak ($8K).
We're seeing more cracks in the AI thesis as a number of drivers show spend topping out.
My take: it's not because of open Chinese models. It's model wars. Price cuts + a growing share of spend is shifting to standard and lite models (which are already cheaper) over the frontier.
While I think this is more worthy of debate than a lot of concerns, I think there’s another way to interpret this: it suggests the TAM is *massive* if the 1% represent early adopters rather than unique demand exceptions.
New from Ramp data: the latest threat to the AI trade. AI companies' revenues are heavily dependent on a small set of customers. 80% of OpenAI and Anthropic's enterprise revenues come from 1% of their customers, and it's not getting better.
This is a level of concentration risk unseen in any other software category we track. The companies in the top 1% skew heavily toward the tech sector and AI products and services.
What happens in a market correction? All these companies are highly correlated, and an increasing share of our economy is invested in them. Especially as we approach blockbuster IPOs for OpenAI and Anthropic.
A Pennsylvania data center is offering $10,000 checks to residents as part of its benefits package for the community
Is anthropomorphizing agents more helpful than harmful or more harmful than helpful?
