tech & stocks • enjoyer of ethical hoops • financial independence is true freedom
San Antonio, TX
Joined June 2012
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Matt Derron retweeted
The people living rich, fulfilling lives and the people demanding you be political all the time are never the same people.
Matt Derron retweeted
Okay, I’ve now spent the last 24 hours tinkering with Muse Spaces.
I have 3 live “apps” going.
One tracks my fitness and calories.
One tracks my finances and portfolios in real time.
One hunts shopping deals across a few sites and ranks them by discount. I call it… “Only Deals”
All 3 built by just describing what I wanted.
No code. No review. No waiting weeks.
They are extremely simple to set up, pretty reliable, and super fun to play around with.
Think about that for a second.
Anyone can now build their own “app” in minutes, for exactly how they live and work.
That is not a feature. That is a platform shift.
Spaces are an App Store level opportunity for Meta.
Muse is the new operating system.
Zuckerberg might have finally figured out how to get out from under Apple.
Once he builds a phone, of course.
Been playing with Muse Spaces for the last several hours and, wow!
Meta essentially launched customizable mini apps.
It’s a big idea, not necessarily a new idea.
But Meta giving this capability away for free is what really stands outs.
Meta is drastically undercutting the other players, giving out token amounts and features previously reserved for Pro+ level plans.
Right now that undercutting is gated to only consumer use of AI.
My guess: this becomes a much bigger enterprise AI narrative in 2027.
And Meta is not alone.
There are a lot of well capitalized companies ready to undercut the current leaders. Clearly they still need to catch up on a performance basis, but if you assume a few get there, it is going to be a very interesting period for AI.
Regardless if your candidate won or lost, most politicians will have little to no impact on your daily life. Your choices, your ambition, your work ethic, etc will all play a bigger part in your outcome than any politician. Every day is an opportunity to make progress on it.
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The automobile is literally a scam, the most sophisticated scam ever. They created a machine that mimics the output of a horse. Then told everyone it was horsepower — an impossibility, but the illusion was convincing. Based on that deception, they fleeced investors of millions.
AI is literally a scam, the most sophisticated scam ever. They created a machine that mimics the output of intelligence. Then told everyone it was really intelligent — an impossibility, but the illusion was convincing. Based on that deception, they fleeced investors of trillions.
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Zuck told you the vision 15 months ago. Very cool to see how it's come to fruition with Muse and what they just announced at Meta Connect
I have no clue how the market will react to $META and their earnings today. But items in this letter really speak to why I personally think they're an interesting company to hold in my portfolio.
"Meta's vision is to bring personal superintelligence to everyone. We believe in putting this power in people's hands to direct it towards what they value in their own lives."
Meta has a unique advantage here. Billions of users interacting with their platforms in relation to their daily lives. As powerful as YouTube is (and I'm a big fan of it going forward as well), there are less available data points on the viewer that can be enhanced with AI as opposed to platforms where you are sharing aspects of your daily life.
Obviously Meta has work to do to make this useful and actually happen versus where they are today. But it's an interesting vision and they have the distribution and personal data to do things others can't do as easily.
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I've waited to talk about Muse because I wanted to use it for a while first. In short, it's pretty awesome and is probably the first AI agent tool that I can see catching on with people who don't code or follow this stuff every day.
To be clear - the things it does can be done with other tools - GrokBot, NotebookLM, Codex, etc. But I think what Muse does really well is that it FEELS like a personal agent for people who aren't AI experts or even tech experts.
The way they are talking about it and advertising it is also the "right way" IMO. It gets people excited to use it, not all the doom and gloom coming from some of their competitors.
Could definitely see it get traction with the broader public, recommend trying it if you haven't and you're ok with the data / privacy terms. I'm still experimenting but will let you know how it continues to go.
Introducing Muse, the personal agent that understands your goals and works 24/7 to get things done for you.
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The explanation of AI as simply “intelligence leverage” by @friedberg is excellent because it frames it correctly for people who are less familiar with it.
It’s not a magic, It’s the ability to scale “thinking work” at a fraction of the cost and time it would normally take.
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This is where critical thinking is important. Novig is a sports betting / prediction market site. 75% of users of those type of sites are men. Sydney Sweeney half naked talking about "sports" appeals to men. This is called marketing to your core demographic.
Article: "this is why women in sports aren't taken seriously." A prediction market site is not "women in sports" and is not primarily used by women.
This is an example of the type of reporting and journalism we get daily. It's complete nonsense. Everyone use your brains.
Sydney Sweeney Faces Backlash for Sexualized Novig Ad: "Exactly Why Women in Sports Aren't Taken Seriously" hollywoodreporter.com/busine…
As much as I’ve liked Claude in the past, this constant doomerism from Dario and team is so annoying and unhelpful IMO.
Sure there is a lot you can criticize or talk about with Sam or Elon, but this is worse
We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so.
Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our systems, so that they can verify adherence to our safety measures, report on incidents, and assess models’ alignment during training.
You can read the full post here: darioamodei.com/post/we-must…
25 years ago I was in college. My classes were later in the day that semester, so I took a job at a dry cleaners where I would drive their delivery vans to pick up and drop off clothes to their customers. I would start early in the morning (before 7am, this was MST time in Colorado) and I'd end about 11am or so.
25 years ago I got into my van like I always did, started my route, and turned on the radio. I heard the radio DJs talking about a plane hitting the World Trade Center. I honestly thought it was some kind of stupid skit because there was no way that was actually happening. Then 10-15 minutes later, another plane hitting the other tower.
25 years ago this was unimaginable to me, so hearing this only on the radio for the first 4 hours was crazy. There was no YouTubeTV, no social media, my Nokia phone wasn't streaming video. Trying to visualize what they were saying was almost impossible because there was no way it actually happened like that, right? By the time I got back to the shop, all the other employees were huddled around the one TV in the place just shocked, stunned, and upset. Seeing the actual video was even worse than what I imagined.
25 years ago things were different. One thing that stood out to me after it happened is how close people felt to each other. We were all still different, but together. Different cultures, but similar ideals, goals, hopes...on the "same team" so to speak at least for a period of time. Identity politics, social media, and America's overall success (and relative comfort) has warped that over the last couple of decades and I hate that. Sure, it's easy to criticize all the things that happened that weren't perfect. Nothing's perfect. Perfection is something that can only be achieved in hindsight from the sidelines.
My heart goes out to all of those families who lost loved ones, the first responders who were brave enough to do the unthinkable to save others, and to everyone who remembers where they were when it happened. My story isn't special, it just happens to be mine. Everyone who was of a certain age at the time will have their own. That's how you know how meaningful that day was.
Never Forget.
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This is so cool. If you watch Silo, highly recommend
Silo's finale is on Friday, here is an interactive visualisation Silo 18.
Try it here: 3dscenes.qualityf2p.workers.…
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