Sublime
An inspiration engine for ideas
Will England just pivoted his $10B AUM hedge fund to go all in on AI with a firm-wide email:
“I wrote this email using ChatGPT—you should too. As a hedge fund, we should be ashamed to leave money on the table by ignoring AI.”
It’s working: 75% of his 400-person team are using ChatGPT... See more
Dan Shipper 📧x.comNavigating the Jagged Technological Frontier: Field Experimental Evidence of the Effects of AI on Knowledge Worker Productivity and Quality
Dell'Acqua, Fabriziopapers.ssrn.com
Menlo VC just dropped a deep dive on AI agents
Some insightful images:
1. A nice market map
x-axis = vertical, horizontal
y-axis = more or less LLM autonomy https://t.co/kKHqCUjOav


OpenAI had a significant lead from summer 2022 through spring 2024 when Google and Anthropic caught up to GPT-4. 7ish quarters of dominance as a result of being the first to aggressively bet on the traditional scaling “law” for pre-training.
Being first to reasoning with o1 only led to a few months of... See more

.@satyanadella gave me and @dylan522p an exclusive tour of Fairwater 2, the most powerful AI datacenter in the world.
We then chatted through Satya's vision for Microsoft in a world with AGI.
0:00:00 - Fairwater 2
0:04:15 - Business models for AGI
0:13:42 -... See more
Dwarkesh Patelx.coma bunch - mainly leveraging subagents + MCPs:
- SEO revenue optimizer to find high converting pages and coming up with new pillars to go after. Then creates blog post or programmatic SEO templates that sit in our CMS as drafts. It also finds page cannibalization issues as well as title/meta optimizations. MCPs: @ahrefs,... See more
ericosiux.com