I've spent now - what? - 15 years around ads? a long time.. Longer than I expected.. esp. since I didn't target it specifically and I didn't realize it was an ecosystem at start. My first adserver was open source and build in PHP in the early 2000s. Those were the days...

In the interim - a prerequisite of of getting there - is that Anthropic and OpenAI (and similar others) become “platforms” - meaning the value they create across their ecosystems and the broader economy (consumer and enterprise) is higher than the value they capture = own revenues (and ideally valuations also). Given how things are accelerating it seems only a matter of time.

this was GREAT! I quite like the platform product strategy part. I think Sam is somewhat right in regards to missing the iPhone moment with how people interact with AI. And they did somewhat place a bet on OpenClaw. At the same time, I spend most of my time in agents now rather than anywhere in the browser (using ChatGPT more and more, and the Chrome plugin). I do think there are two angles here: B2B and B2C. They have different trajectories and value cycles, and this technology impacts both but in different ways (some consumer usecases move, some new ones are created.. ). The separation between product (ChatGPT / Codex) and API, even as those come closer together, I feel more of a B2B lean on the API and maybe a 50/50 B2B and B2C split for Codex? (though again, I use it much more for work). That said, I like the point about not competing with customers. I hope that holds long term (we have seen a couple of diverging moves form other large corps). My main point is that LLMs and models need to generate meaningful, monetizable value: not just cost decrease, doing things faster, or fewer hours, but actual concrete value producing (we see signs of it already both at the higher end and lower end). If new businesses are being built, they should push GDP (even if slower due to inertia). A couple of platforms have managed to achieve this. Bill Gates had a definition for this at Microsoft: basically, the value of the businesses built on the platform is larger than the value of the platform itself. And there are some examples: Google with web publishers, Shopify with ecomm and Apple with the App Store. I am not sure if the total value is larger for the latter but there was definitely a virtuous cycle with developers building on top of the Apple ecosystem, getting distribution, and most importantly, monetization. So maybe monetization is the piece that is missing?

I realized, than when you type, you synthesize more, and obviously there's no babbling and you're more concise. While when you dictate, there are filler words, and there's basically more content, so the signal-to-noise ratio is lower. Obviously, this is a dictated post. And I am beginning to recognize dictated posts as much as I recognize AI-written ones.

The ouroboros starting to eat its own tail - barchart.com/story/news/3584…

Does this mean I can now ask ChatGPT to give tasks to Claude? youtu.be/_Gd9yzAc-WI?si=0R9s…

“All your tokens are belong to us”

Should I build a mobile app for this? The dimensions seem to fit.. (Touch) controls + lights should not be that hard.. even the fidget joystick is doable the only challenge could be the mapping to actions but worth exploring

The new AppStore is winking at me. With tales from its forefathers... This was in Claude Web mind you.. #crosspromo

Claude said they won't do ads.. but if they do ads - it's gonna be for their own products and from their products.. they picked the one that's not available.. so that we don't forget about it.. until it's available again? is that.. the definition of a fable?

It’s brutal out there in the Productivity category

out of Beta 🎉 we also offer a demo account with dummy data, if anyone wants to "try before you buy" don't hesitate to DM, happy to enable it

This is one framing; but the framing I prefer is around value creation; One engineer with AI = 3x value creation than before (just an example) - for existing customers: One sales ops = 5x value creation for client facing roles. What is the limiting factor for revenue generation? If it’s humans, or the GDP - you can optimize everything underneath but you can’t change reality, at least not that fast (some CEOs can well distort it though). And you depend on other “cogs” of the economy. Tl:dr efficiencies are measured against the harsh reality of the P&L which is basically the “laws of physics” for a business.

what about sleeping? :D I can hardly sleep since Opus 4.6 in Claude Code; #shippinganxiety

The whole podcast is really good but the end has basically my takeaways: - things that agents can't do is your job now - things that agents can do, they can probably do better than you - so be strategic about what you're actually spending time on and what I am trying to achieve myself (workwise) currently across different agents (WIP) podcasts.apple.com/us/podcas…