Breaking news, and how the end might begin
A flashback to my most recent interview with Steve Eisman, and some potentially critical news
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An entire industry is being propped up by math that is insane.
Welcome to fantasy land
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Slop, productivity, and why the AI-fueled world is going nowhere mighty fast
Just saw a graph at the FT from John Burn-Murdoch that really distills something I have been trying to articulate.
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If enough other companies report the same, the bubble pops. 🫧
Breaking: “Uber COO Andrew Macdonald said he’s not seeing proportional productivity gains from increasing AI costs.”
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This one weird trick might cost your retirement fund billions
You should scream to your congresspeople
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Checking the math behind OpenAI and Anthropic’s latest headlines
Always read the fine print
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The AI trial of the century ends with a whimper
and so there are some things we will never know
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US AI policy is a clumsy mess. Here’s what to do about it.
1200 bills, state and federal, and no framework
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Misplaced panic over AI progress
Breaking down what METR’s latest “time horizon” graph does and does not show
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Agents and ROI
Remember that MIT study that showed that the ROI for generative AI wasn’t really there for most businesses?
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Breaking news: “they hadn’t figured out how OpenAI would pay for it”
Sign of things to come?
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