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Inside the companies pulling ahead — Anthropic, Cursor, Cognition, Replit, and a small number of others — a different unit shape had emerged: five-to-ten people, direct CEO reporting, broad decision rights, hybrid roles, communication overhead at roughly one-tenth of a comparably-staffed conventional product unit.

Gennaro Cuofano
1d ago

"I think the pie in the sky, the North Star is real-time biological computing, where we're actually plugging biological networks or neurons into data centers for real-time inference, for things like intuition, for a personalized AI that's constantly learning, just like the brain does."

4d ago

If 78% sounds like a lackluster C+ grade to you, Bhushan explains that a single person, even an expert one, would likely fail the same test, scoring maybe 10% at best. "These are questions that would be complex for a human to even attempt," he tells Upstarts.

5d ago

The promise of AI is that it will turn businesses into software so that they can evolve over millions of tiny iterations. Beautiful, ideal, complex things can only emerge as the result of tremendous trial and error over time. You cannot build perfection, only discover it.

6d ago

It's a striking inversion of the pandemic, when the people who could work from home were the safest — and the essential workers who couldn't were the most exposed. That inversion is also why (like Edwards) Kinder rejects a standard San Francisco answer for AI job loss, which is to skip straight to universal basic income. If everyone gets a check big enough to replace a displaced software engineer's salary, she asks, why would anyone keep showing up to police the streets, build houses, or staff hospitals?

6d ago

The map required the AI to make judgement calls about hundreds of little choices, and it just made them, without me understanding the choices or having a chance to weigh in. In many ways, it is miraculous (I can always ask for edits at the end) on the other, it turns AI into the ultimate black box.

1w ago

The worst websites often belong to the best manufacturers. Heritage brands that have been making quality products for decades frequently have terrible websites that are hard to navigate. This puts them at a disadvantage compared with Amazon or well-funded DTC brands. AI levels the playing field by making it just as easy to shop from a 100-year-old manufacturer with a clunky website as from Amazon.

1w ago

The number of apps with significant usage is actually going down in the age of AI, even as people are releasing floods of new apps into the world. The deeper story here may be that demand for many of the things that generative AI produces might be a lot more inelastic than we thought. The things we really want a lot more of may not actually be the things that generative AI is yet equipped to provide.

1w ago

"There's a hype cycle game that sometimes works. And one model someone gave me was B2B software, AI whatever, in 2026 is much more like crypto in 2021, than [it is like] B2B in 2021. The hype matters. The hype goes into the next round. When you have that round and you have the valuation, you get more investors, you get more customers, you get more employees. Hopefully, then, you're using that to build real things, and rinse and repeat. But there is a hype 'fake it 'til you make it' game that I think can work."

1w ago

I think some of the conversation around AI is deeply, deeply classist …. It feels like some of that comes from being a little high on your own supply of how amazing your technology is when you hawk it. And it comes from this idea that some workers are better or more special than others, which makes your technology better or more special. That's also a way of saying the value of other workers is a lot lower — so it doesn't matter if they're displaced, it only matters if these workers are displaced.

1w ago

In the Electric Era, maintaining design leadership without manufacturing leadership is not a coherent strategic position, and one that gets less coherent the better you believe AI will get.

2w ago

Nobody told you more than 220 companies that once hit billion-dollar valuations are now considered 'fallen unicorns'. The concentration of capital is also damaging - in that, the AI boom that has funneled more than $250 billion into OpenAI and Anthropic and reset valuations on entire classes of startups.

2w ago

I don't think we're going to call them engineers. But if we talk about people writing code, or using agents to write code, I think there will be 100 times more engineers than there are today. That's my prediction.

2w ago
oneusefulthing.org
Choosing to Stay Human

We are trained to read well-crafted sentences and intellectual sounding texts as the result of effortful human work and thus pay attention to these AI written comments when we see them. But there is often no human meaning there, these posts are just meaning-shaped attention vampires that take mental effort to decode and give you no equivalent understanding in return.

3w ago
whyisthisinteresting
The AI Mirror Edition

AI is a mirror, not a crystal ball. It reflects ourselves back to us because it was trained on our words. When we wonder why it's boring or corporate, it's because we're boring and corporate!

3w ago

2026 has been the year of Anthropic. They are the creator of the large language model Claude, which has taken the world by storm: The company was founded by a group of ex-OpenAI executives, who purportedly set out to create a more ethical generative AI tool.

3w ago

By the early nineteen-sixties, there was enough of this kind of thing going around that it caused both a panic and understandable excitement.

3w ago

Agents aren't copilots; they are replacements. They do work in place of humans — think call centers and the like, to start — and they have all of the advantages of software: always available, and scalable up-and-down with demand.

4w ago
stratechery.com
The Inference Shift

What does matter is how long humans are waiting for an answer, and as products like AI wearables become more of a thing, the speed of interaction, particularly for voice — which will be a function of token generation speed — will have a tangible effect on the user experience.

1mo ago

The reason they believe robots haven't generalized like LLMs isn't that the models aren't smart enough, but that the data has been a fraction of a percent of what humans naturally generate every day, captured through interfaces that distort the very behavior they're trying to record.

1mo ago

The displacement force is different this time, impacting cognitive and white-collar work rather than factory floors. But every other element of the structure is remarkably familiar: a powerful disruption, immediate job losses in exposed sectors, and a wave of offsetting gains that keep headline unemployment low.

1mo ago

In fact, this shift represents more evolution than revolution. Years ago, Altman did seem to generally agree with the folk consensus that AI's purpose is to make most or all humans obsolete; in 2014 he warned that we could be faced with "a new idle class", and explored the idea of Universal Basic Income as a remedy.

1mo ago
ai-supremacy.com
The Landowners of AI

What's becoming more clear is that hyperscalers are the true landowners of AI. They are the custodians and the ones that benefit directly from the demand for compute in more Cloud computing and digital Advertising revenue.

1mo ago

The biggest difference is not that OpenClaw can answer questions. Plenty of systems can do that. The more interesting difference is that it can carry context forward in a way that feels less disposable.

1mo ago

Those early adopters found, to their surprise, not only that the models were good at puzzles, but that they could help break genuinely new ground. Soon, mathematicians were using AI to discover and prove new results, accomplishing in a day what would have once taken them weeks or months.

1mo ago

There's a crucial difference between asking AI to categorize things repeatedly versus using it to build code that handles structured data through APIs. Yash used OpenClaw to build a Slack digest that pulls notifications via API endpoints—AI built the tool once, but the categorization runs on deterministic code (except for the final action/read/FYI sorting).

2mo ago

Cybersecurity is inherently adversarial; if attackers use a very powerful AI coding model to hack, defenders probably have to use a model that's equally good or better to defend — and vice versa. This can lead to an arms race where neither side can afford not to shell out big bucks for the latest and greatest model they can get their hands on.

2mo ago

However, a point I make on Sharp Tech is that Anthropic's exponential growth includes the part of the curve everyone misses: the company has been on this once-barely-visible trajectory for nearly two years now. Now the company has what is undoubtedly the most powerful model in the world, so powerful, in fact, that Anthropic says it can't release it publicly. There's reason for cynicism, given Anthropic's history, but the part of the "Boy Cries Wolf" myth everyone forgets is that the wolf did come in the end.

2mo ago

What Arc and the OpenAI Foundation are doing is what private capital and motivated foundations can do that institutional science usually can't: pick a hard problem, fund a full-stack experimental-and-AI engine, and run the loop fast enough that we might actually get somewhere by the time it matters to my family.

2mo ago

As global data-center power consumption (the energy for AI Infra) is expected to roughly double to nearly 1,000 terawatt-hours by the end of the decade, according to an estimate by the International Energy Agency, solar arrays in space, on the Moon, around the Moon beaming energy back to earth isn't as crazy as it sounds.

2mo ago

Basically, none of these groups thinks that any amount of AI capabilities will enable economic take-off. To me, that suggests that they're thinking — perhaps subconsciously — about something more than just friction and slow adoption. One possibility — which I should write about more — is that people suspect that humanity is getting satisfied, at least in the developed countries, and that the amount of new valuable things that even a godlike AI could create for us is limited by our inability to desire more goods and services.

2mo ago

Underscored — save the words that stop you in your tracks.

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