Big Tech platforms dominated the last phase of the internet. Their model is straightforward: * Create compelling software. * Make it easy to build on their software (make it a platform) * Leverage network effects to lock users and builders into their platform * Extract the majority of the value created on their platform.
Prior to AI, intelligence had to be built into the software we use. This is similar to how, prior to electricity, factories needed to come with their own steam engine. The logic and the workflows needed for software to be useful had to be built into that software, like the
Around two years ago I started writing about AI, and comparing it to a digital brain. The idea was simple: The easiest way to understand AI systems like ChatGPT is to just think of them as digital versions of a human brain. You can talk to ChatGPT via its interface.
In my last post, I outlined why I believe that memory is all that matters. The AI system that has access to your digital memories will be the most useful. You will use that AI system the most because it is the most useful. This use will build more memory
The battle for AI supremacy won’t be won at the intelligence layer. It won’t be won at the application layer. And it won’t be won at the infrastructure layer. It will be won by one thing, and one thing only: The memory layer. Whoever owns the digital
For decades, Software as a Service (SaaS) reigned supreme. Companies like Microsoft, Salesforce, and ServiceNow have earned massive margins built around a powerful moat: your data. But a seismic shift is underway. AI makes it easy for businesses to create their own custom solutions. And gives them a powerful new
Many of my former colleagues recently lost their jobs. If you are one of those affected, my heart goes out to you. I don’t know all the details, but my understanding is this may have been AI related. Either way, I do believe that AI related job loss is
Warren Buffet’s late business partner Charlie Munger was fond of mental models. One of my favorite is summed up in the following quote: “Invert, always invert” As an air traffic controller in WW2, Charlie’s job was to ensure no planes crashed. To accomplish this he listed out all
AI is going to radically change content creation. If you’re a content creator, here’s how to know what’s coming. So you can not only survive this shift, but thrive. New technologies change things in two ways. 1 - They allow us to do things more efficiently. We
There’s a growing movement to decentralize control of AI. Here’s why it’s important that movement wins… And how I believe that can happen. The problems with centralized AI If a small group controls the AI systems we use it will mean: 1. Less Truth - Big Tech
“Truth Terminal now worth $3.5 Million as GOAT and Fartcoin rally.” You could be forgiven for thinking that’s a joke headline. But I assure you...it’s 100% real. A developer in New Zealand created an AI Bot called Truth Terminal using open source AI models. He trained
The industrial revolution required completely rethinking the way we work. And the AI revolution will as well. Much of the way we work today comes from the Industrial Revolution. Back then the majority of employees executed standardized work… In standardized jobs… For standardized pay. Assembly line work required everyone working