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A headline that could have been written three years ago but is now being digested in reality in a databacked way because the first three years everything's continued to look like business as normal and that's the nature of these these technology trends it takes a while for it to actually show up in earnings there's a lot of uh there's a lot of inertia in every business in the economy even if you're high growing tech high high growth tech company

— Diet TBPN
3d ago

And in addition to the reach and the global reach of it all, too, Bean didn't have to leave my house at all or be transported to an in-person facility. And so there was a lot less stress on him. And so there was definitely a moment of that clicking of I can do this conservation outreach education work virtually without having to bring the animals anywhere

4d ago

Same month that AI solved this incredibly difficult math problem, I saw someone use Chachi PT to book a haircut. So equivalent, no, I mean in terms of the actual economy, the actual impact of these things, uh like practically using these tools for something that people enjoy, that's not just spinning their wheels, that's not just optimizing endless things, that's actually uh generative and moving things forward.

1mo ago

Because healthcare never built the same layers of legacy software as other industries, it may now be able to leapfrog directly into agentic AI.

1mo ago
Invest Like the Best with Patrick O'Shaughnessy
Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]

The most dangerous words in investing might be 'this time is different,' but the second most dangerous might be 'this time is the same.' Almost every major technology transition has seen people underestimate the ultimate scale of the winning technology while simultaneously overestimating the near-term pace of adoption and monetization.

3mo ago

Joshua also explains why most people have quietly adapted to capabilities that would have seemed unimaginable just a few years ago, and why the biggest changes from AI may arrive gradually rather than all at once.

3mo ago

most people have quietly adapted to capabilities that would have seemed unimaginable just a few years ago, and why the biggest changes from AI may arrive gradually rather than all at once

3mo ago

The real insight is that the S-curve is not just a technology adoption curve — it's also a valuation curve. The multiples that investors are willing to pay expand dramatically as a technology moves from the early adopters to the early majority, and then compress just as dramatically as growth slows and the technology matures.

4mo ago

China may not be the leader in AI development yet, but it certainly is a leader in the adoption of AI.

4mo ago

The best tech investors understand that the S-curve is not just a description of what happened — it's a prediction tool. When you're early on the S-curve, the technology is improving faster than the market appreciates, and when you're late, the technology is maturing faster than the market appreciates.

4mo ago

The biggest mistake investors make is that they think about technology adoption as linear, when in reality it follows an S-curve. The early part of the S-curve looks like nothing is happening, and then suddenly everything happens at once, and then it plateaus. Most investors are either too early and give up, or they extrapolate the steep part of the curve forever.

4mo ago

UL's been around for more than 100 years; it started as a way for insurance companies to standardize fire and safety testing as electricity was the new technology spreading into homes. But now it's everywhere, and "safety" in tech doesn't just mean the hardware.

6mo ago

Compute is still growing exponentially. But AI adoption curves often look like S-curves... there's going to be deceleration. So OpenAI shot up to basically a billion MAU, monthly active users... that curve is slowing down. There's just no way you can be like, yeah, actually, we're expecting 10 billion ChatGPT users next year because there aren't 10 billion people.

7mo ago

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