There's a ton of stuff in here that Ed put the stats in better than I could, so if you got the time it's well worth the read.

But this line killed me!

"Every part of the AI bubble — this fucking charade — is unprofitable, save for NVIDIA and the construction firms erecting future laser tag arenas"

Ok so using N8N and an LLM to build a standup report that:
1 - lists PR's merged yesterday.
2 - lists open PR's as blockers
3 - lists In-progress Jira's for what I'm doing today

Is it just me, or is all of this very possible without an LLM??

Google and AI search are two different things. The ad traffic problem isn't something I considered before hearing about Cloudflare trying to tackle it.

The next couple years for genAI will be interesting. The era of free training data may be closing.

This sounds way more accurate than most of what I hear put out there.

"... basic critical thinking goes out the window because you feel pressured to follow the crowd."

Chatbots as a luxury good.

on.ft.com/4p4LRQS

Great discussion. I really like Cory's proposal about the international community piercing vendor lock-in.

I feel this so hard!!! I still feel like I need to lean into using AI tools for my career. But I share so many of these frustrations!!!

Number go up, number go up, no think about number number always good number always up number up number up number up

AI is cooked

Two trials will be repeated endlessly despite always producing the same results:

1) Does UBI work? (yes)
2) Does AI improve productivity? (no)

Not a company I've heard of, but I got a kick out of this exchange. I think the interviewer didn't know how to deal with someone so rational. He really seems more used to leaning into the hype. This founder is way more grounded!

Some very refreshing content. Another arrow in my quiver of competent people speaking more pragmatically about LLMs and their capabilities.

Anybody remember AI a month ago?

• Everybody in the Bay Area seemed to think that AGI was imminent
• Expectations for GPT-5 were through the roof
• Zuckerberg was spending bajillions of dollars on Alexandr Wang, staff and GPUs, and seemed to have a coherent plan

I just want to write this prediction down to see if it comes true. I suspect OpenAI and Anthropic will end up the Netscapes of this wave. First-movers with early success, that ultimately fail to be replaced by a new wave on stronger foundations.

I haven't followed AI closely for some time. Deep dived this last week due to some stuff at work. I can see some helpful use cases, but the vast majority of what I'm seeing is Hype. I'm looking forward to the bubble bursting so we can work with it rationally.

America cannot long remain free, nor first among nations, if it becomes the kind of place where universities are dismantled because they don't align politically with the current head of the government.

In light of everything happening, I wrote about how the KKK in the 1920s felt unstoppable, about the people that fought against them anyway, and about how fascism always fails. dansinker.com/posts/202…

Interesting piece on how prevalent algorithms are. It's reinforcing what I think I'm liking about BlueSky.