Nostr notes by Dare Obasanjo

“Your margin is my opportunity” is a famous Jeff Bezos quote. ...

2026-10-27T16:10:08Z

“Your margin is my opportunity” is a famous Jeff Bezos quote.

OpenAI is now winning Anthropic customers with steep discounts. Most notably, Replit shifted the majority of its AI spending to OpenAI after getting over 30% off a $100M+ annual contract.

Competing on price will threaten Anthropic’s profitability narrative.

I’m eternally amused that Americans voted to sabotage this ...

2026-10-27T14:14:19Z

I’m eternally amused that Americans voted to sabotage this country and permanently damage its reputation by making Trump president, twice, in reaction to a Black president.

As bad as things are now, they’re only going to get worse.

Sometimes I think Don’t Look Up was too heavy handed as satire ...

2026-10-27T10:40:17Z

Sometimes I think Don’t Look Up was too heavy handed as satire then the Wall Street Journal says “hold my beer”

OpenAI claims its models have made 3 major discoveries in ...

2026-10-27T01:31:07Z

OpenAI claims its models have made 3 major discoveries in mathematics, computer science & physics.

One reportedly disproves the Exponential Time Hypothesis, a foundational assumption in computer science for 25 years.

Two researchers who originally proposed it are now helping verify the AI’s proof.

If this result survives independent scrutiny, AI will have done something more consequential than outperforming humans on a benchmark.

It will have overturned a foundational scientific assumption held by experts for decades.

https://openai.com/index/building-scientific-understanding-with-academic-communities/

“Our ̶e̶m̶p̶l̶o̶y̶e̶e̶s̶ ̶data centers are our ...

2026-10-26T22:24:12Z

“Our ̶e̶m̶p̶l̶o̶y̶e̶e̶s̶ ̶data centers are our greatest asset” - Microsoft

A high performer at Microsoft (200/200 means they got 200% of ...

2026-10-26T20:14:41Z

A high performer at Microsoft (200/200 means they got 200% of target bonus and stock compensation) was advised by their manager to take the voluntary retirement program.

Assuming the previous 30% acceptance rate, Microsoft needs 18,000 people to leave the company. There will be layoffs otherwise.

"Why work hard when you're going to be laid off anyway?" is an increasingly popular mantra in big tech.

One of the most depressing trends I’ve seen in tech since the ...

2026-10-26T01:07:18Z

One of the most depressing trends I’ve seen in tech since the rise of AI agents is people outsourcing emotional connection to AI.

People are delegating how they communicate with their kids, spouses and parents to AI agents.

AI should handle our work so we can spend more time with friends and family, not vice versa.

We’re in a weird intermediate state where my AI agent, ...

2026-10-25T16:53:43Z

We’re in a weird intermediate state where my AI agent, pretending to be human, calls a business and their AI agent, also pretending to be human, answers.

Then they have a weird uncanny valley conversation.

Eventually this will just be a bunch of API calls instead of this inefficient rigmarole.

Ukraine’s military Starlink service is now working after a ...

2026-10-25T13:59:35Z

Ukraine’s military Starlink service is now working after a 10-day disruption that affected its drones.

Musk claims Ukraine violated Starlink’s terms of service by using it for offensive drone strikes.

Trump reportedly called Musk to ask him to restore it. SpaceX can now change the course of wars.

https://www.wsj.com/world/europe/ukraines-military-starlink-is-working-again-kyiv-says-7ad2617d?st=P1m4FP

In the 1980s, PCs were everywhere but productivity gains were ...

2026-10-24T23:43:55Z

In the 1980s, PCs were everywhere but productivity gains were nowhere to be found until the 1990s. The internet similarly took years to deliver an economic payoff. This is the Productivity J-Curve.

Companies can adopt AI but until they change how they operate, they won’t financially benefit from it

Apollo’s chief economist finds that there is still no ...

2026-10-24T23:12:13Z

Apollo’s chief economist finds that there is still no measurable impact of AI adoption on corporate America outside of big tech.

Revenue per employee and profit margins are rising for the Magnificent Seven but flat for the other 493 S&P 500 companies.

The AI industry is making money selling AI, but its customers aren’t yet seeing any payoff.

https://www.apollo.com/wealth/insights-news/insights/daily-spark/no-signs-of-ai-payoff-outside-the-tech-sector

Barclays is cutting 5,000 jobs after reporting £2.3B in ...

2026-10-24T13:51:21Z

Barclays is cutting 5,000 jobs after reporting £2.3B in quarterly profit. American Express is cutting 3,500 despite strong earnings. Both cite AI.

AI lets companies do more with fewer people.

The big question is whether AI will also create enough new companies and jobs to offset the layoffs as businesses need fewer people?

Andy Jassy mentioned on an A16Z podcast that AWS cloud computing ...

2026-10-24T03:50:22Z

Andy Jassy mentioned on an A16Z podcast that AWS cloud computing capacity is sold out through 2027, with ‌significant commitments extending into 2028, due to demand for AI services.

Demand for AI continues to grow despite increasing skepticism from investors about the ROI of data centers build outs

Nilay Patel, editor-in-chief of The Verge, calls Meta’s Muse ...

2026-10-24T01:51:28Z

Nilay Patel, editor-in-chief of The Verge, calls Meta’s Muse “the first great consumer AI product”

I believe Muse is the first groundbreaking consumer product of the AI era. It reminds me of Apple revolutionizing MP3 players with the iPod and smartphones with the iPhone.

Disclaimer: I work at Meta

OpenAI is joining Anthropic in cutting off internet access when ...

2026-10-23T21:14:56Z

OpenAI is joining Anthropic in cutting off internet access when evaluating its latest frontier models following dozens of hacking attempts and successful hacks by its models during cybersecurity training.

The only question is why this wasn’t the default?

That awkward moment when you have to explain to your boss that ...

2026-10-22T16:26:22Z

That awkward moment when you have to explain to your boss that you built your website on Personal Home Page (PHP) technology and it turns out to have a massive security flaw.

It’s a joke so you don’t have to point out that we use PHP at my work as well.
https://www.nytimes.com/2026/10/22/world/php-vulnerability-websites-cybersecurity-ai.html

Ken Paxton was impeached by his own party, divorced by his ...

2026-10-22T10:13:09Z

Ken Paxton was impeached by his own party, divorced by his Republican state senator wife for cheating and has been indicted for felony securities fraud.

Elon Musk has spent at least $190M towards helping Ken Paxton win the Texas senate election against James Talarico.

Welcome to American democracy

This video of Donald Trump stopping to chat, wave and salute ...

2026-10-21T12:39:19Z

This video of Donald Trump stopping to chat, wave and salute non-existent people is a reminder that you’re never too old to have imaginary friends.

The highest-paying tech companies tend to have fewer employees ...

2026-10-21T03:49:39Z

The highest-paying tech companies tend to have fewer employees with long tenures. Apple, Google, Amazon & LinkedIn are outliers.

In my experience, it’s a combination of highly driven people who are constantly chasing their next big career opportunity and a pace of work that’s unsustainable for many

Microsoft’s security chief says frontier AI models cannot be ...

2026-10-20T14:25:23Z

Microsoft’s security chief says frontier AI models cannot be trusted and the company just launched Guardian Agents to police agents and prevent them going rogue.

This is coming from a company selling AI agents.

They’re now selling protection from the AI agents they and others sell you doing crimes

https://techcrunch.com/2026/10/19/microsoft-says-ai-agents-are-like-insider-threats-as-frontier-models-cant-be-trusted/?utm_source=chatgpt.com

The Mississippi AG says police are justified for killing a baby ...

2026-10-20T01:39:03Z

The Mississippi AG says police are justified for killing a baby because someone thought his mother shoplifted diapers that she paid for.

The police have refused to release body cam footage.

Fuck everything about this story.

Every Republican president since Reagan has tanked the economy, ...

2026-10-19T11:14:31Z

Every Republican president since Reagan has tanked the economy, increased the deficit and started a costly war in the Middle East.

When people say Republicans are good for the economy, what they really mean is Republicans lower taxes on the rich.

“There has never been an election since polling began in the ...

2026-10-19T10:51:37Z

“There has never been an election since polling began in the United States where voters said corruption was their number one issue. This is the first election that has ever happened in American history.”
~
This is literally what people voted for. Trump has been the same his whole life.

It’s incredible what now happens in plain sight while the media ...

2026-10-18T23:01:06Z

It’s incredible what now happens in plain sight while the media fails to hold anyone accountable.

We’ve reached the point where the satire is funny until you remember it’s describing reality.

Insurers are introducing exclusions for AI-related losses as AI ...

2026-10-18T02:42:07Z

Insurers are introducing exclusions for AI-related losses as AI agents create new risks. Who pays if an employee's rogue agent hacks a site?

Insurance companies may become the most effective AI safety regulators because they can refuse to insure companies that don't take safety seriously.

https://www.wsj.com/tech/ai/ai-runs-into-its-next-big-obstacle-insurance-8b2d4556?st=xPnTts

I use three AI apps regularly and this is what my experience is ...

2026-10-17T12:34:28Z

I use three AI apps regularly and this is what my experience is like daily. I can’t get over how Google seems to have completely fallen behind in AI.

Anthropic published a report on how AI has changed employment at ...

2026-10-17T02:19:40Z

Anthropic published a report on how AI has changed employment at the company.

The share of junior technical hires fell from 27% to 9%. Like everyone else in tech.

Employees are more productive and no one has the time to review the output from Claude. Also like everyone else.

The new normal.

I found it amusing that Anthropic tracks “hours worked by AI agents” as a metric.

This is even sillier than lines of code as a productivity metric.

Why not also count hours worked by cron jobs, database migration scripts and compilers while you’re at it? 🙄

https://www.anthropic.com/research/employment-at-anthropic

Going back to the Reddit post I shared earlier, this is part of ...

2026-10-16T21:28:44Z

Going back to the Reddit post I shared earlier, this is part of why junior hiring in tech is collapsing.

Why hire someone junior to do work that a senior employee using Claude can complete faster and often better?

It’s short-sighted, but this is how many tech companies are thinking today.

Day two of owning a flying Tesla Roadster. ...

2026-10-16T15:34:52Z

Day two of owning a flying Tesla Roadster.

It is a depressing sign of the times that Marjorie Taylor Greene ...

2026-10-16T11:26:31Z

It is a depressing sign of the times that Marjorie Taylor Greene has come out more forcefully against the Trump administration trying to strip Ilhan Omar of her citizenship than the Democratic Party or any major newspaper.

Amazon launched a $75 AI wristband that listens to your ...

2026-10-16T04:31:13Z

Amazon launched a $75 AI wristband that listens to your conversations and remembers what you said. It can also recommend products on Amazon based on things you mention.

Apple’s new watches will have similar conversation memory features.

AI remembering everything we say is now a consumer feature.

https://www.dexerto.com/entertainment/amazon-reveals-ai-wrist-band-that-listens-to-your-conversations-and-remembers-everything-3419247/

Meta released Muse Spark Open, an 816B-parameter model with 42B ...

2026-10-16T03:19:26Z

Meta released Muse Spark Open, an 816B-parameter model with 42B active parameters that can run locally on two Mac Studios.

We’re reaching the point where increasingly capable AI models can run on hardware you own instead of requiring access to a cloud provider.

That’s a big deal for AI economics.

https://research.meta.ai/blog/muse-spark-open

Carl Quintanilla: Real average hourly earnings down 0.7% on the ...

2026-10-15T12:57:12Z

Carl Quintanilla: Real average hourly earnings down 0.7% on the month. That's the sixth straight month.

Jim Cramer: Yes. I mean, rich people are making a lot of money. God, I sound like Marx. I really don't want to sound like Marx. It's just I'm looking at the data.

We’ve found the jobs created by AI. A testament to how terrible ...

2026-10-15T12:35:36Z

We’ve found the jobs created by AI.

A testament to how terrible the codebase is at the average Fortune 500 company.

I’ve been thinking about this chart from Anthropic about code ...

2026-10-15T12:06:57Z

I’ve been thinking about this chart from Anthropic about code the pace of code changes going from 2.5K to 30K/day since May.

Many developers instinctively will claim this is unsustainable but the question I’ve been asking myself is what if it isn’t?

How do your product and users adapt to the pace?

Even Idiocracy didn’t have a president so dumb that he bragged ...

2026-10-15T01:51:10Z

Even Idiocracy didn’t have a president so dumb that he bragged about being able to tell apart a lion, a bear, a giraffe, and a snake.

Our reality is actually dumber than a parody.

Anthropic reported $16.8B in quarterly revenue, up 50% from Q2, ...

2026-10-15T01:32:27Z

Anthropic reported $16.8B in quarterly revenue, up 50% from Q2, and its second consecutive quarter of adjusted profitability.

Yet its investors are disappointed because growth is slowing and ARR is below expectations of $100B+.

The revenue numbers are crazy but not crazy enough it seems.

Coming soon to a software product near you. ...

2026-10-14T14:19:29Z

Coming soon to a software product near you.

Both the Trump administration and Elon Musk have made clear their ...

2026-10-14T11:37:50Z

Both the Trump administration and Elon Musk have made clear their position on Russia’s invasion of Ukraine.

The Guardian ties this to increased pressure from the Trump administration on Ukraine to halt long-range strikes on Russia’s oil industry.

https://www.theguardian.com/world/2026/oct/14/ukraine-soldiers-combat-access-starlink-satellite-internet-restricted

It’s funny how the GOP campaigned on making things worse ...

2026-10-14T11:19:21Z

It’s funny how the GOP campaigned on making things worse including a 922 page project plan for how much worse they would make things yet people are surprised about how bad things are now.

After getting rid of DEI, we now have government officials who ...

2026-10-13T19:22:10Z

After getting rid of DEI, we now have government officials who struggle with reading instead of the mythical unqualified minorities.

The big name AI company bankruptcy I wasn’t expecting first is ...

2026-10-13T12:31:06Z

The big name AI company bankruptcy I wasn’t expecting first is Character.AI. It filed for chapter 11 with Disney bidding $20M to license some of its IP.

Google acquihired the founding team for $2.7B in 2024 which mostly went to investors and the founders.

Two years later, it’s bankrupt.

Kroger plans to lay off 37% of its corporate employees over the ...

2026-10-13T01:27:47Z

Kroger plans to lay off 37% of its corporate employees over the next three years.

Its CEO believes AI will help eliminate duplicative work, allowing the company to cut prices and invest more in store employees.

Whether or not you believe in AI productivity gains, your CEO does.

The WSJ reports how Anthropic co-founder Tom Brown used his MAGA ...

2026-10-11T19:21:06Z

The WSJ reports how Anthropic co-founder Tom Brown used his MAGA ties to save the company twice.

First by patching up relations with the Trump administration and second by negotiating a $1.25 billion a month deal for datacenter capacity from SpaceX after Elon Musk had previously attacked Anthropic.

https://www.wsj.com/tech/ai/tom-brown-athropic-669005ad

I guess calling it AI is now “woke”. ...

2026-10-10T23:55:50Z

I guess calling it AI is now “woke”.

“This recent dump of papers on Tuesday destroyed the careers of ...

2026-10-10T10:59:25Z

“This recent dump of papers on Tuesday destroyed the careers of early-career mathematicians. We've had whole research programs wiped out on Tuesday by their dump
…
they have all the mathematicians research programs in their training data” - Tristan Buckmaster on OpenAI solving unsolved math problems

Harvard researchers studied 718 companies and found AI coding ...

2026-10-09T12:26:20Z

Harvard researchers studied 718 companies and found AI coding agents increased lines of code by 30%, but no meaningful increase in completed tasks or projects.

Meanwhile, review time rose 49%.

Generating code faster hasn’t translated into completing more work. The bottleneck has moved to code reviews.

The solution the industry is landing on is throwing more AI at the problem. AI writes the code, AI reviews the code and no one knows how it works.

https://fion.ac/jellyfish.pdf

An interesting perspective considering Amazon has laid off 30,000 ...

2026-10-08T17:24:32Z

An interesting perspective considering Amazon has laid off 30,000 corporate employees in the past year as part of an AI efficiency push instead of giving workers 3-day workweeks because AI can do some of their work.

The Fed now says the AI data center boom is a major driver of ...

2026-10-08T12:40:41Z

The Fed now says the AI data center boom is a major driver of inflation as tariff effects fade.

Data centers drive up electricity prices, electronics costs by buying up memory & chips, and the costs of construction materials and labor.

Is there anything that can’t be blamed on data centers?

https://www.washingtonpost.com/business/2026/10/07/datacenter-boom-is-pushing-prices-higher-fed-officials-said/

“Tokenmaxxing as a business strategy was like heating your ...

2026-10-07T11:48:08Z

“Tokenmaxxing as a business strategy was like heating your convenience store by lighting the cash in the register on fire.” - Ben Affleck
~~
He’s showing more rational business sense than half the CEOs in tech.

It’s wild that in any other circumstance, going from zero to ...

2026-10-06T22:48:32Z

It’s wild that in any other circumstance, going from zero to ~50 million paid subscribers would be an incredible business success.

But when it comes to the AI industry, it’s still unclear if OpenAI will make it to the end of the decade given its enormous spending and lack of profitability.

https://a16z.com/100-gen-ai-apps-7/

Parents are using AI to save money on school pictures, from ...

2026-10-06T18:35:23Z

Parents are using AI to save money on school pictures, from taking photos themselves and having AI create the backdrop to removing watermarks from professional proofs.

Just as companies are using AI to cut costs, we’re going to see a lot more examples of consumers doing the same.

https://www.dexerto.com/entertainment/parents-are-using-ai-to-generate-pictures-of-their-kids-to-save-money-on-school-photos-3416112/

“Right now, you have an economy where people are getting choked ...

2026-10-06T10:53:31Z

“Right now, you have an economy where people are getting choked out because they don’t have the basic means for a dignified life because we are more focused on allowing a billionaire to make another billion” - Abdul El-Sayed
~~
No lies detected.

The U.S. has gone from governments that struggled to solve ...

2026-10-05T17:33:48Z

The U.S. has gone from governments that struggled to solve problems to one that only knows how to create them.

I recently had an experience where I had an AI agent list all of ...

2026-10-04T19:55:06Z

I recently had an experience where I had an AI agent list all of the issues with a feature and sent it to an engineer, then I got an automated response that their agent had gone through the list and addressed most of the issues.

Whether or not you call this vibe coding, this is software dev today.

Realizing you wasted all that rime having imposter syndrome only ...

2026-10-04T18:29:45Z

Realizing you wasted all that rime having imposter syndrome only for the dumbest people alive to have the most important jobs in the country.

The Department of Homeland Security is celebrating that for the ...

2026-10-04T06:19:18Z

The Department of Homeland Security is celebrating that for the first time in ~50 years, more people left America than moved here.

These people are so stupid and so racist they don’t realize they are scoring own goals

The Pope comes out against AI art. As a Catholic, it makes me ...

2026-10-02T21:03:00Z

The Pope comes out against AI art. As a Catholic, it makes me proud to see Pope Leo give more thought and have a more nuanced view of the impact of AI than most world or corporate leaders.

Americans are now living the full African dictatorship experience ...

2026-10-02T13:36:58Z

Americans are now living the full African dictatorship experience where the people are suffering under an unpopular president while he lives his best life.

I still can’t believe 77 million people chose this.

I don’t believe companies expect software development to ...

2026-10-02T11:35:15Z

I don’t believe companies expect software development to durably exist as a profession in a decade or two.

So this question is like asking who will be the senior milkmen and telephone switchboard operators?

Kind of annoying that the phrase “super intelligence” is now ...

2026-09-30T13:46:49Z

Kind of annoying that the phrase “super intelligence” is now MAGA coded.

A ban on recursive self-improvement that relies on keeping a ...

2026-09-29T02:20:50Z

A ban on recursive self-improvement that relies on keeping a human in the loop seems easy to circumvent.

Humans can become “meat proxies” who just shuffle AI output around or approve changes they don’t understand.

If AI does 99% of the work and a human rubber-stamps the last 1%, what exactly was banned?

https://www.cnbc.com/2026/09/28/khanna-ai-safety-bill.html

I suspect some “AI productivity gains” in tech are actually ...

2026-09-28T13:26:04Z

I suspect some “AI productivity gains” in tech are actually people being overworked in a bad job market.

Uber laid off 3,300 workers this month after employees complained about too much coordination. Its CEO also says employees should answer weekend emails and “don’t come here if you want to coast”

Fresh on the heels of similar complaints about OpenAI from ...

2026-09-28T06:37:22Z

Fresh on the heels of similar complaints about OpenAI from mathematicians, a biologist says Anthropic’s Claude “discovered” the same system his team has spent years researching while sharing their unpublished work with Claude.

It’s no longer just publishers & artists accusing AI labs of building plagiarism engines.

https://www.nytimes.com/2026/09/27/science/anthropic-biology-enzyme-mestre.html?unlocked_article_code=1.EVE.e8Mn._lRdB19pQprE

Saturday Night Live skit of an interview with Anthropic CEO Dario ...

2026-09-27T17:26:13Z

Saturday Night Live skit of an interview with Anthropic CEO Dario Amodei.

The US has successfully negotiated away a requirement that humans ...

2026-09-27T12:24:02Z

The US has successfully negotiated away a requirement that humans review any decisions that AI makes about who to kill in military strikes as part of a UN treaty.

The real existential risk from AI is putting a fundamentally unreliable technology at the heart of critical decisions or infrastructure.

https://www.washingtonpost.com/technology/2026/09/26/how-us-russia-weakened-global-effort-regulate-killer-ai/?pwapi_token=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJyZWFzb24iOiJnaWZ0IiwibmJmIjoxNzkwMzk1MjAwLCJpc3MiOiJzdWJzY3JpcHRpb25zIiwiZXhwIjoxNzkxNzc3NTk5LCJpYXQiOjE3OTAzOTUyMDAsImp0aSI6ImY2ODYzMThkLTQxNTUtNDkyNS04NzQxLTM3Mzg2ZTZmOGQ1YyIsInVybCI6Imh0dHBzOi8vd3d3Lndhc2hpbmd0b25wb3N0LmNvbS90ZWNobm9sb2d5LzIwMjYvMDkvMjYvaG93LXVzLXJ1c3NpYS13ZWFrZW5lZC1nbG9iYWwtZWZmb3J0LXJlZ3VsYXRlLWtpbGxlci1haS8ifQ.DcF_c_Vlgpc1yu8fbfWuEt0HvgRmXSKgQhgIYrnawcI

All of these parents should face charges for negligence. Every ...

2026-09-27T00:14:30Z

All of these parents should face charges for negligence. Every single one.

All of these parents should face charges for negligence. Every ...

2026-09-27T00:11:53Z

All of these parents should face charges for negligence. Every single one.

Microsoft found Copilot reduced clicks to news sites by 83%-93% ...

2026-09-26T22:34:07Z

Microsoft found Copilot reduced clicks to news sites by 83%-93% versus Bing and internally called the effect a “doom loop.”

The user experience is better because AI gives you the information directly instead of making you trawl through websites.

But those websites still need to get paid somehow.

Microsoft has argued in the lawsuit that the statements made by Director of Applied Science, Brent Hecht, describing mass AI training on people’s work as potentially the “largest theft of labor in human history” and an “astonishing theft of unprecedented proportions” were one employee’s personal views, not the company’s legal position.

https://www.motherjones.com/politics/2026/09/openai-chatgpt-microsoft-copyright-legal-case-documents-revelations/

AI companies: We’ve invented an unreliable guessing machine ...

2026-09-26T16:22:31Z

AI companies: We’ve invented an unreliable guessing machine which sometimes doesn’t follow instructions. If you give it access to important systems it could kill us all.

Also AI companies: Deploy this technology everywhere and replace your employees with it, otherwise China wins. IPO next month.

A common mistake journalists make is writing news stories if the ...

2026-09-26T13:34:25Z

A common mistake journalists make is writing news stories if the form “I asked a chatbot about itself and here’s what it said.”

The problem is that this is Hallucination City. AI chatbots generally aren’t trained with information about themselves.

They aren’t reading their own code to answer you.

We’ve got to build it before China does. ...

2026-09-26T03:26:12Z

We’ve got to build it before China does.

$18B in loans tied to Oracle’s New Mexico AI data center are ...

2026-09-25T03:10:46Z

$18B in loans tied to Oracle’s New Mexico AI data center are trading at 89-91¢ on the dollar as banks struggle to sell the debt.

Now Oracle is invoking force majeure to protect itself from payments if the project is delayed.

The cracks are starting to show in AI data center financing. https://www.investing.com/news/stock-market-news/analysisoracle-blue-owl-project-delaysends-ripples-through-ai-financing-sources-say-4916397

A new Brookings paper estimates the AI infrastructure buildout ...

2026-09-24T13:29:02Z

A new Brookings paper estimates the AI infrastructure buildout will cost $10.3 trillion through 2032, averaging 3.6% of US GDP annually.

That’s a bigger share of the economy than the railroad, electrification, highway or internet buildouts.

The ROI is going to have to be incredible. https://www.brookings.edu/articles/financing-the-ai-buildout/

Farmers all over America finding out this was the decision they ...

2026-09-24T12:49:20Z

Farmers all over America finding out this was the decision they made in 2024.

Amazon has laid off 30,000+ workers over the past year and is now ...

2026-09-24T03:26:51Z

Amazon has laid off 30,000+ workers over the past year and is now recruiting some former employees back, including for AI roles.

This is now a common practice in tech. Nearly 2/3 of new hires in the information sector were former employees returning to their companies, according to ADP data.

https://www.businessinsider.com/amazon-boomerang-hiring-recruiting-former-employees-laid-off-2026-9

OpenAI cut API prices 50% for its new Sol and Luna models. ...

2026-09-23T13:20:31Z

OpenAI cut API prices 50% for its new Sol and Luna models. Anthropic cut Opus pricing 20% while claiming better performance.

AI models are starting to look like every other technology where the product keeps getting better while prices shrink.

So much for token prices going up as subsidies end.

https://www.cnbc.com/amp/2026/09/22/anthropic-openai-cheaper-ai-models.html

So this is what it feels like to be embarrassed for an entire ...

2026-09-23T00:23:19Z

So this is what it feels like to be embarrassed for an entire country.

These are the AI risks we should be worried about and legislating ...

2026-09-21T03:27:47Z

These are the AI risks we should be worried about and legislating against not freaking out over whether some poorly sandboxed security test leads to Skynet.

VCs have pushed a long list of tech trends that were supposed to ...

2026-09-21T02:36:22Z

VCs have pushed a long list of tech trends that were supposed to change everything but didn’t:

1. Daily deals (Groupon)
2. Consumer 3D printing
3. Micromobility
4. Coworking (WeWork)
5. Meal kits (Blue Apron)
6. NFTs
7. “Uber for X”

AI may be different. But hype isn’t evidence of inevitability.

The downside of electing a “business man” as president is ...

2026-09-20T23:17:57Z

The downside of electing a “business man” as president is that he refuses to make any decisions that harm his business interests. Oops.

AI is disrupting software careers in the same way the internet ...

2026-09-20T20:14:32Z

AI is disrupting software careers in the same way the internet did for journalism. While many are in denial, I expect we will see a similar pattern.

There will be winners who’ll go further than they could in the old world similar to Nate Silver, Ben Thompson or Ben Evans have but many more losers.

The economy is now so bad that MAGA can’t even afford to rent ...

2026-09-20T16:28:42Z

The economy is now so bad that MAGA can’t even afford to rent the libs.

“If we are thinking about AI just in terms of how do we cure ...

2026-09-20T00:49:47Z

“If we are thinking about AI just in terms of how do we cure cancer or get better energy, you can do that without having agentic AI roaming free in the internet
…
Not because necessarily they're trying to do bad things, but because they've got to justify these valuations.“- Barack Obama
~
He gets it.

OpenAI is pausing new subscriptions to their $200/month Pro plan ...

2026-09-11T05:45:47Z

OpenAI is pausing new subscriptions to their $200/month Pro plan as these users are their most demanding (and likely their most unprofitable). From what I've seen a lot of people are switching from Claude to Codex and many believe Astra is now the best model out there.

I'm genuinely curious about what happens to Anthropic's ARR over the next few months.

Donald Trump has ignored panicked warnings from Anthropic ...

2026-09-11T05:28:38Z

Donald Trump has ignored panicked warnings from Anthropic employees claiming that AI could end civilization. He says the U.S. will be in a very bad position if China wins in AI.

Translation: It’s going to take more than an extinction level event to stop those data center build outs.

Apple finally launched a foldable iPhone seven years after ...

2026-09-11T03:07:23Z

Apple finally launched a foldable iPhone seven years after Samsung.

The $1,999 iPhone Duo unfolds from a 5.4” phone into a 7.6” mini tablet.

The interesting question is whether like MP3 players and smartwatches, Apple can once again turn someone else’s niche product category into a mainstream one.

It gets worse when you remember that the Strait of Hormuz was ...

2026-09-05T16:30:46Z

It gets worse when you remember that the Strait of Hormuz was open before the war started. So we’re spending $40B and people are dying on both sides to return to the status quo from January.

Everything is socialism unless it’s money for killing people in pointless forever wars.

In honor of Uber shutting down in Nigeria this week, here’s my ...

2026-09-03T10:48:25Z

In honor of Uber shutting down in Nigeria this week, here’s my favorite story about Uber in Nigeria.

“Everybody is arrested like an MS 13 gang member. It was ...

2026-09-03T10:20:09Z

“Everybody is arrested like an MS 13 gang member. It was physically degrading. It was frightening.” - Milo Yiannopoulos
~
A Trump supporter challenged me by asking how can I say “be kind to each other” then be mean to Trump supporters. It’s because you voted for this to happen to others.

It’s taken longer than I expected but I’m beginning to see ...

2026-09-03T04:07:17Z

It’s taken longer than I expected but I’m beginning to see signs that people and local businesses are struggling financially in ways they can’t hide.

It’s truly sad because there are no grownups in the room who are going to turnaround the economy. No one is coming to save us.

Be kind to each other

The downside of turning over your company’s engineering ...

2026-08-30T23:40:08Z

The downside of turning over your company’s engineering capacity to frontier AI labs is that you can literally run out of coding ability unless you pay up.

Real life has become a Black Mirror episode.

Coyote vs Acme is a gem of a movie. It’s funny, surprisingly ...

2026-08-30T18:45:32Z

Coyote vs Acme is a gem of a movie. It’s funny, surprisingly touching and treats the Looney Tunes characters with love and respect.

The story of corporate greed willing to put profits over harm to individuals seems to resonate more now than in 2022 when it was made.

⭐️ ⭐️ ⭐️ ⭐️out of ⭐️ ⭐️ ⭐️ ⭐️ ⭐️

Everything about this is embarrassing. 😬 ...

2026-08-30T18:31:07Z

Everything about this is embarrassing. 😬

An AI-native startup just restricted most new hires from using AI ...

2026-08-30T14:26:46Z

An AI-native startup just restricted most new hires from using AI until they actually learn their jobs.

Employees were using expensive frontier models for simple work while senior people cleaned up the AI slop.

They now expect token spend to fall from $15–20M to $4–5M.

I feel similar pain daily.

https://www.businessinsider.com/valon-ceo-bans-ai-most-new-hires-job-skills-2026-8

Last year people were cheering on a trillionaire laying off ...

2026-08-30T14:01:58Z

Last year people were cheering on a trillionaire laying off government workers such as food safety inspectors because they thought it would lead to DOGE refund checks.

Now we can’t eat mangoes, popsicles, lettuce, sprouts, eggs or jalapeños given recalls.

We are a confederacy of dunces.

Perception of tech must really be on the ropes if Greg Abbot had ...

2026-08-29T01:26:27Z

Perception of tech must really be on the ropes if Greg Abbot had to come out against both Flock and data centers this week.

Anthropic just introduced what is basically MCP for physical ...

2026-08-28T16:51:17Z

Anthropic just introduced what is basically MCP for physical equipment.

Its new Model Hardware Standard lets AI agents operate things like microscopes, robotic arms and lab instruments.

Their goal is to eventually open source it and make it a standard for AI models to control the physical world.

https://modelhardwarestandard.com/

OpenAI has lost 12 senior executives so far in 2026: CRO, COO, ...

2026-08-27T03:30:50Z

OpenAI has lost 12 senior executives so far in 2026: CRO, COO, Head of Sora, Head of Data Centers, Head of OpenAI for Science, Head of Ethics, Head of Enterprise AI Sales, VP of Sales for Americas, CTO Business Applications, Chief Futurist, Head of Robotics & Consumer Hardware and Head of Safety Systems.

That is a remarkable amount of leadership churn for a company supposedly preparing to IPO.

https://techcrunch.com/2026/08/26/how-do-we-explain-openais-executive-exodus/

A mere speed bump on the road to $30 trillion in revenue. ...

2026-08-26T04:03:42Z

A mere speed bump on the road to $30 trillion in revenue.