Sandhya

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This is a massive incentive alignment problem. Imagine you love AI but you are a white collar worker and your wealth is mostly concentrated in your home equity. Do you want a noisy data center in your neighborhood that hits your property values? Doesn't create any job opportunity for you? May in fact accelerate the automation of your trade. That's what the data center referendum showed us last night. We can't hold back what's coming to all knowledge work but we need better ideas for how to have data centers benefit everyone that needs to support them

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Don't want to hear any whinging from right wing tech-bro trolls about wokeness and the fate of data centers. Labor unions are vocally *PRO* data centers now and it's a solution to a bunch of job and infra problems that just needs some finesse. We can have nice things without bombing random countries and pedophile leaders stealing from the poor. Thank you for your attention to this matter.

So if i am reading this right Anthropic went from profitable to not in Q3 because SpaceX charged them crazy rates for short term compute? it’s clear their Q4 growth will be insane thanks to Opus 5.5 (which is dominating openrouter like nothing else exists) but i wonder if that puts even more pressure on their compute cost. Wild times ahead. Between the political gridlock of the next 2 years and AI adoption finally playing out in enterprise it’s going to be a constant volatile rollercoaster in the public markets

This was the first month ever that AI-generated games went viral on Roblox and Tiktok!! Huss Valley apparently had over 174k concurrent players at its peak. Opus 5.5 inflecting code yet again. m.youtube.com/watch?v=5IU4Bu…

the computer used to be a bicycle for your mind but now it’s a car. and if you still want a workout you need to be f1 racing with it, not cruising.

Mogging all the big labs way to go Lily 🙌

Having too many people in a company or team creates huge drag for AI software - both creation and adoption. We are going to see a lot of this in 2027 as public markets start looking at revenue per employee numbers as well as ROIC. But before you can take any step like this you need to build your company's AI systems and upskill/acquire agent development teams - most software companies still haven't taken these critical steps, it's going to be forced on them by the market rather than in their own time.

I was a big fan of the BYOK model for software but this week has made it very clear that storing LLM API Keys with vendors (Opencode, Railway) or even in your own proxy (LiteLLM) just paints a huge target on their back. So what are we going to do about this? i can see o-auth style protection working for enterprise customers with token permissions scoped to specific vendors and usage types becoming a thing but that’s not going to scale well to the long tail. Feels like this strengthens the traditional seat based software model with tokens baked into pricing where the vendor owns security. Building your own internal apps or giving vendors keys is just yet another attack surface now.

AI long form writing with a good skill/examples has now gotten good enough with a few models that i actually like having it to do the final-but-one draft. in a few months (weeks?) pangram scores will be irrelevant. we will still see slop but wether AI was used will no longer be the right flag.

congrats Hamel! you’ve been such a big inspiration for me and @justinjbauer as we work with clients on AI ❤️

$META is going to have a good q4

returned a dress frill issue

product release videos got fully automated at the same time grokbot started monitoring twitter for us. nobody can say this timeline doesn’t have a deep sense of irony.

🙌 no eval rubric == no product strategy in AI