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Please stop granting forecasting credibility to individuals who do not publish their forecasts.
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Kenan retweeted
It’s kind of insane and terrifying to think about how a small handful of people are defining the moral centers of AIs that billions will use as a key source of truth about everything in their lives
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Kenan retweeted
wow instead of telling the restaurant what you want, you can now tell a computer to tell website to tell a restaurant what you want- great american innovations in the field of rent seeking and middle-mannery
You can now just text DoorDash and let it order for you. It’s proactive, learns from your repeat orders, and helps you find the best deals and new spots. Just tell it what you want without any extra setup. Ask it to reorder your usual, or add it to a group text to collect everyone’s orders. You can even send a photo of your fridge and it’ll tell you what ingredients you’re missing for a recipe you want to make and deliver the ingredients to your doorstep. We believe agents are a new app paradigm and are building for that future at @AIatDoorDash, with a lot more to come. This feature is in beta in the US, would love for you to let us know what you think! Waitlist: doordash.com/text
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I'm not revealing my source
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Muse requires the relinquishing of an amount of information and (most importantly) agency that is unprecedented by many orders of magnitude. The credit card analogy doesn't work. It's more akin to signing up your family and friends for 23andMe a month after its launch.
People saying "I'd never give Muse/Meta access to my Gmail, Calendar, etc" is the 2026 version of "I'll never put my credit card on the internet."
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Stating the obvious NGDP growth like you read about  That's what's happening we all know the reasons  Massive AI investment Easy monetary conditions Fiscal spending  Low private sector leverage at low costs Massive wealth fueling consumption Without regard to pricing Good for assets but really bad for nominal bonds and bad for tips and cash. Awesome for commodities and stocks and okay for gold and crypto/BTC That's what's happening. That's the trend.   Policymakers can kill it but aren't trying. Fiscal/Treasury is tweaking the trend and supporting bonds which is turning already bad environment for cash to truly awful for cash and good for inflation. As long as that trend continues  Dips are bought in commodities (even oil even if peace) stocks, and gold. Rallies are sold in bonds  When does it end?  How does it end? Different ways.  Hike until it ends Let long end do what it needs to do instead of actively suppressing  Ai takes longer to work than expected Private sector financing capacity gets exhausted  Prices become extreme and can't breath in the thin air.  Inflation forces fiscal austerity and consolidation to assuage the populous.  Some or all of this at once Always own beta is always true.
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the state of AI consumer apps today: "we just launched! please give us literally every piece of digital information you've ever created and every detail about your life, btw we have 8 months runway with our current token spend, and don't worry! we will do right by your data!"
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The 90s/00s internet gave customers the initial pricing advantage in many domains (eg. Orbitz). Companies wrested most/all/all+more of that back after diligently collecting our personal information and deploying various price discrimination tech.
The second order effect of AI agents will be that customer service and experience will deteriorate for everyone. Every nice thing that companies currently offer to quell an angry customer or reward a loyal customer will go away. Everything will be farmed to zero.
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I REALLY hate our "squeaky wheel gets the grease" customer service paradigm. I bemoan a world where people must deploy AI agents to get what they rightly deserve.
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Kenan retweeted
Getting a Partiful invite makes me not want to come to the event. I wish people would stop using it.
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libraries were a good start, but we need more places where people can’t talk.
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Aleppo pepper harvest
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Most annoying instances of labor transfer from service provider to customer:  * Packing leftovers at a full-service sit-down restaurant * Application of sticky tag after paying for checked luggage * Bagging groceries at traditional check-out line because I brought my own bags
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Is this word choice an admission that previous statements that "monetary policy is restrictive" were wrong?
Warsh: "We removed a dose of accommodation."
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“The market will incentivize us to make a safer product” Hey quick question: what’s been going on at your company the last 20 or so years
Last month I wrote about how we can build a positive and safe future for everyone: meta.com/thefutureisforevery… Every lab has the responsibility and incentive to move at the pace required to train its models safely, and the ability to take its own actions to ensure that happens. The reality is: - People won't want to use agents that are misaligned with them and that don't do what they ask, so labs have a strong natural incentive to make their models more aligned. There is a lot of debate about slowing progress on capabilities until alignment catches up. My view is that trust and alignment are quickly becoming the most important capabilities that will differentiate agents and models. Any lab that doesn't focus on alignment will fall behind. - Labs face significant liability if their models cause harm, so they have a strong incentive to prevent this as well. Meta delayed shipping Muse for several months to focus on safety and security. We didn't call for everyone else to do this before we would. We just did it as part of our day-to-day work because it was clearly the right thing for people and for us. I'm proud of the security foundations we've built. - Engaging independent evaluators and advisors is industry best practice. MSL already does this today in several areas because it helps produce better work. Other labs can just do this too. In general, it would be helpful for there to be a larger and more diverse ecosystem of evaluators. - Committing the significant majority of compute towards serving people rather than racing towards recursive self-improvement is one of the best ways to ensure we develop this technology safely. Meta has made this commitment and other labs can do this as well. I believe the key to building a positive future for everyone is maintaining the right balance of power. This is within our power to do.
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Kenan retweeted
Update: We’ve only won the Trump Iran War once this month.
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“Cognitive surrender” is such a perfect way to describe what is happening to a lot of people with AI. Not just students.
MIT published a brutally honest report on what AI is doing to students. A committee of professors and students spent five months studying how AI changed learning on campus, and the findings read like a warning to every university on the planet. Study groups are disappearing. Office hours are emptying out. Problem sets and take-home exams no longer prove anything, because AI can produce credible solutions to almost any written assignment in the undergraduate curriculum. Students who lean on chatbots lose mastery and confidence, and some slip into what the report calls cognitive surrender, reaching for AI at the first hint of struggle. The numbers are rough. 46 percent of surveyed MIT undergrads use LLMs daily. 90 percent worry about their own overreliance. Undergrads who feel AI makes them replaceable now outnumber those who feel it makes them capable. The committee's answer surprised me. They refused to fight AI with surveillance. The report calls AI detectors unreliable, says lockdown browsers feel like spying, and warns that policing students builds a classroom atmosphere of mutual distrust. Instead, MIT wants to rebuild education around the things AI can't replace. That means oral exams, semester portfolios, in-person project work, and a required social component in every subject. The report even floats the idea of rethinking grades entirely, since without a GPA to optimize, much of the incentive to cheat with AI evaporates. The committee warns professors against replacing undergrad research assistants with AI agents just because they're cheaper, because a university exists to grow people, not output. The most famous tech school on earth admitted the machines broke its way of teaching. Its answer is more humans, not more software.
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I haven't noticed this product outside of Alaska. Curious to see how it stacks up vs the Asian stalwarts.
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Kenan retweeted
Hassett threatens Warsh: "I'd be wary of a rake hike. The Fed has had hiked rates ahead of an election only a couple times all the way back to 1913. So I think if you want an independent Fed, one thing the Fed does is stay out of the way of elections."
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I'm having a hard time keeping track of all the psyops.
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Replying to @enriquegtejeda
El cientifico sorprendido cuando plagiaron el trabajo que hizo en la máquina de plagios
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