Relentless noise continues to benefit the few while distracting from literally anything else. There's little evidence that investors are pricing in aggregate benefits from AI spend — perhaps because they're not being anticipated, or maybe because they are on such extreme ranges of possibility that they defy modelling.
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When people are worried about not sleeping, they often do things that make the problem worse. They go to bed earlier, they cancel social engagements, they nap during the day, and they lie in bed tossing and turning. All of this is completely understandable, but it profoundly disrupts the body's ability to consolidate sleep.
Hidden Brain
I do think that, in the long run, there's something like: the companies that are doing the most important work, on the most important problems, with the best people, tend to win. And I think AI is actually making that more true, not less true, because AI is a great equalizer on the execution side — it's getting cheaper and easier to build software. What's not getting cheaper and easier is knowing what to build.
Invest Like the Best with Patrick O'Shaughnessy
We've never lacked for ideas in marketing we've been constrained by resources you only have so much budget so much time so many people with AI as sort of an accelerant every idea fear that you have suddenly becomes possible.
Mixed Signals