Levie's double: the reconciliation thesis (205 likes): 'The way to reconcile capability level of AI vs. GDP impact is that the diffusion of AI will take much longer than people think… You could bring the world's greatest superintelligence to many workflows, and still be bound by the laws of corporate physics: getting data prepared and put into a pipeline, process reengineering and change management, aligning on how the' — and the coding-agents horizon (70): 'The world is going to be using coding agents for far more than anyone would have thought before… In short, by lowe[ring]…' (new categories, companies that couldn't afford software, cyber defense, life-sciences research, legacy upgrades).
Shipper's model critique (189 likes): 'this is a very good and well designed report. however, two impt assumptions… 1. the report assumes that jobs can be decomposed into tasks 2. the report models human tasks created by automation always as a fraction of automated tasks… the underlying assumption is automation always reduces human labor (or at best leaves it the same).' Rauchg's pair: the price-cut receipts (211): '8 price cuts, fee removals and structure improvements, plus 16 model discounts… in the last 6 months alone. More to come'; and the event plug (183): 'AI Benchmarks with @Benchmark & @Vercel… about one of the most important software categories of our generation.' Plus Aditya's Waymo note (30): Dmitri Dolgov — joining Google's self-driving project in 2009, now co-CEO — visiting SPC this month; Turck's VC grit at the latest-ever US Open finish (64); and Garry Tan's Jane Kim broadside (218).
Aaron Levie: The way to the reconcile capability level of AI vs. GDP impact is that the diffusion of AI will take much longer than people think. And it will also show up in ways that are hard to measure in GDP immediately. You could bring the world's greatest superintelligence to many workflows, and still be bound by the laws of corporate physics.
Aaron Levie: The world is going to be using coding agents for far more than anyone would have thought before.
Dan Shipper: this is a very good and well designed report. however, two impt assumptions in it that significantly change the analysis once you start to play with it: 1. the report assumes that jobs can be decomposed into tasks 2. the report models human tasks created by automation always as a fraction of automated tasks.
Guillermo Rauch: 8 price cuts, fee removals and structure improvements, plus 16 model discounts… in the last 6 months alone. More to come…
Aditya Agarwal: One of the greatest examples of human-oriented technology is @Waymo. But it took a long road to get here. @dmitri_dolgov joined Google's self-driving project in 2009. He's now leading Waymo as co-CEO. He's coming by @spc this month.
Garry Tan: Jane Kim is a NIMBY who helped create the SF doom loop, and now she's failing up: she wants to be CA Insurance Commissioner. She is no public servant. We should keep her out of office.