Host @AIDailyBrief // Founder & CEO @besuper_ai
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“Ever since the first monkey looked up into the sky and saw something twinkling up there, you meat puppets have tried to force twenty pounds of existential meaning into a ten-pound sack of chaos.”
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Today we learned why @finkd paid $14.3B for this man
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Muse is the first AI product where genuinely none of its users care about what model is powering it.
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if we could test new models in ways other than 3d graphics and game creation that 95% of people will never use again I wouldn't complain
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So the pacing era is about models that solve specific problems with previous iterations and deliver incremental value at significant cost and efficiency gains? Cool.
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The pitch for AI is that I’ve been working all day and this is the view from the top of that work.
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Weird how the only "experts" msm cares about right now are ones who want to assign big % numbers to the chance of human extinction I wonder what that's about
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On the one hand, I'm totally monothread-pilled and think this is a good update.
On the other, this video makes this seem like the most goddamn confusing feature ever.
Projects now run from one conversation, starting in Claude Code. You describe what needs doing, and Claude directs parallel threads that keep working after you close your laptop.
In beta today for select Pro and Max users in cloud sessions; coming to all Claude users soon.
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I love this for all these folks - its so much better for everyone (especially the end consumer of the content)
Newton and @kevinroose have licensed their show to NPR. @dee_bosa has licensed hers to Yahoo Finance. I’ve licensed mine to NBC News. This is the future of journalism: own your work, build independently, distribute and partner with others.
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If any politicians want to have a non-hyperventilating conversation about AI, slide into my DMs.
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Part of the problem with clamoring for a political solution for AI risk is that there is not a competent political class in Washington.
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I find the belief that "we're the only people who can save the world" much more terrifying than advanced AI.
A common response is “if they truly believe this, why are they still building it?” At OpenAI, many have not deeply internalized the civilizational stakes. At Anthropic, the stakes are well-understood, but they are locked in a race to get there first - they believe no one else will act responsibly, so they must do it themselves, despite the risk.
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Wildly underestimating summer seasonality.
NEW from Ramp AI Index: AI spend *declined* among the top 1% of businesses spending on AI.
In August, the top 1% of businesses spent $7.2K per employee per month, down 10% from a July peak ($8K).
We're seeing more cracks in the AI thesis as a number of drivers show spend topping out.
My take: it's not because of open Chinese models. It's model wars. Price cuts + a growing share of spend is shifting to standard and lite models (which are already cheaper) over the frontier.
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Fable 5.1 Astra Muse Spark GPT Image 2.5 Muse Agent I LOVE SEPTEMBER WELCOME BACK MFERS
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While I think this is more worthy of debate than a lot of concerns, I think there’s another way to interpret this: it suggests the TAM is *massive* if the 1% represent early adopters rather than unique demand exceptions.
New from Ramp data: the latest threat to the AI trade. AI companies' revenues are heavily dependent on a small set of customers. 80% of OpenAI and Anthropic's enterprise revenues come from 1% of their customers, and it's not getting better.
This is a level of concentration risk unseen in any other software category we track. The companies in the top 1% skew heavily toward the tech sector and AI products and services.
What happens in a market correction? All these companies are highly correlated, and an increasing share of our economy is invested in them. Especially as we approach blockbuster IPOs for OpenAI and Anthropic.
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Is anthropomorphizing agents more helpful than harmful or more harmful than helpful?
there are some number of bad abstractions in anthropomorphizing ai intents but there are at this point more dangers from avoiding anthropomorphism at all costs. if you have a mental picture of guys living in computers, it’ll likely prepare you for the future better than otherwise
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