Culture has always been global, for stories, religions and music has traveled the globe for millennia. However, print culture dramatically accelerated the spread of culture, and novels, radio and movies brought distant people into our lives. How might AI expand our cultural circle? #DailyPlanet
The Daily Planet #98: The AI Bubble, Part 23
dailyplanet.leaflet.pub
December 5, 2025 at 6:00 PM
Culture has always been global, for stories, religions and music has traveled the globe for millennia. However, print culture dramatically accelerated the spread of culture, and novels, radio and movies brought distant people into our lives. How might AI expand our cultural circle? #DailyPlanet
I have talked about prediction and production as two AI strategies: if ubiquitous prediction is the better known path, what does ubiquitous production look like? People have been thinking about this for a while, just not in the context of AI. It's time to read Mark Weiser again. #DailyPlanet
The Daily Planet #97: The AI Bubble, Part 22
dailyplanet.leaflet.pub
December 4, 2025 at 6:07 PM
I have talked about prediction and production as two AI strategies: if ubiquitous prediction is the better known path, what does ubiquitous production look like? People have been thinking about this for a while, just not in the context of AI. It's time to read Mark Weiser again. #DailyPlanet
Prediction's rise as a theory of everything isn't restricted to culture alone; it's also the most widely accepted theory of how minds work. Hohwy's book on the Predictive Mind isn't layperson friendly so I am posting a link to a Quanta article on predictive processing instead.
The Daily Planet #96: The AI Bubble, Part 21
dailyplanet.leaflet.pub
December 3, 2025 at 5:02 PM
Prediction's rise as a theory of everything isn't restricted to culture alone; it's also the most widely accepted theory of how minds work. Hohwy's book on the Predictive Mind isn't layperson friendly so I am posting a link to a Quanta article on predictive processing instead.
I liked this piece on "prediction" becoming the core idea animating our culture - it's from Andreesen-Horowitz, so there's definitely a commercial interest behind the take, but it's an intriguing take. #DailyPlanet
The Daily Planet #95: The AI Bubble, Part 20
dailyplanet.leaflet.pub
December 2, 2025 at 1:16 PM
I liked this piece on "prediction" becoming the core idea animating our culture - it's from Andreesen-Horowitz, so there's definitely a commercial interest behind the take, but it's an intriguing take. #DailyPlanet
I am into the last week of covering the AI Bubble, starting with an article by Shalizi and Farrell on AI as the latest Shoggoth - a successor to bureaucracies, corporations and markets, i.e., institutions that aggregate and compress human knowledge and control our lives by doing so. #DailyPlanet
The Daily Planet #94: The AI Bubble, Part 19
dailyplanet.leaflet.pub
December 1, 2025 at 10:30 PM
I am into the last week of covering the AI Bubble, starting with an article by Shalizi and Farrell on AI as the latest Shoggoth - a successor to bureaucracies, corporations and markets, i.e., institutions that aggregate and compress human knowledge and control our lives by doing so. #DailyPlanet
AI has captured our imagination. Skeptics counter that expectations outrun evidence. Neither fully explains why the hyperscalers are pouring extraordinary sums into data centers. To see the pattern clearly, it helps to place AGI inside the longer arc of cognitive capitalism. #WeeklyPlanet
Weekly Planet #15: The AI Bubble, Part 3. AGI After Cognitive Capitalism
dailyplanet.leaflet.pub
November 30, 2025 at 8:17 PM
AI has captured our imagination. Skeptics counter that expectations outrun evidence. Neither fully explains why the hyperscalers are pouring extraordinary sums into data centers. To see the pattern clearly, it helps to place AGI inside the longer arc of cognitive capitalism. #WeeklyPlanet
I want to end this week's deliberations on AGI with a gesture towards next week's discussion of AI's impact on our general culture. #DailyPlanet
The Daily Planet #93: The AI Bubble, Part 18
dailyplanet.leaflet.pub
November 29, 2025 at 5:54 PM
I want to end this week's deliberations on AGI with a gesture towards next week's discussion of AI's impact on our general culture. #DailyPlanet
I think about Jevons' paradox & AGI. Once intelligence becomes a commodity, all current knowledge worker categories (think: doctor, lawyer, accountant, analyst, scientist) become available on tap. What will that world look like? #DailyPlanet
The Daily Planet #92: The AI Bubble, Part 17
dailyplanet.leaflet.pub
November 28, 2025 at 5:42 PM
I think about Jevons' paradox & AGI. Once intelligence becomes a commodity, all current knowledge worker categories (think: doctor, lawyer, accountant, analyst, scientist) become available on tap. What will that world look like? #DailyPlanet
EscarGOAT
Escargone 🐌
Thieves have stolen €90,000 worth of fine French snails destined for some of the country’s most prestigious restaurants
November 27, 2025 at 9:56 PM
EscarGOAT
What's the difference between AGI and AI? The answer, of course, is G. haha, but behind this stupid joke is a point about do the "general" in AGI. Whether we reach AGI tomorrow or it takes us decades, we should never underestimate Sutton's bitter lesson. #DailyPlanet
The Daily Planet #91: The AI Bubble, Part 16
dailyplanet.leaflet.pub
November 27, 2025 at 5:59 PM
What's the difference between AGI and AI? The answer, of course, is G. haha, but behind this stupid joke is a point about do the "general" in AGI. Whether we reach AGI tomorrow or it takes us decades, we should never underestimate Sutton's bitter lesson. #DailyPlanet
AGI pilling seems like a Valley thing. Sitting in Boston, I don't hear as much about AGI nearby in comparison to Bay Area Substack. Not to lean too hard on anecdotal evidence, but it sure feels like AGI fervor decreases linearly with distance from Palo Alto. #DailyPlanet
The Daily Planet #90: The AI Bubble, Part 15
dailyplanet.leaflet.pub
November 26, 2025 at 4:47 PM
AGI pilling seems like a Valley thing. Sitting in Boston, I don't hear as much about AGI nearby in comparison to Bay Area Substack. Not to lean too hard on anecdotal evidence, but it sure feels like AGI fervor decreases linearly with distance from Palo Alto. #DailyPlanet
@leaflet.pub I would absolutely love it if I can schedule posts; otherwise, I have to remind myself to publish the post several days after writing the post and leaving it as a draft - a much needed feature!
November 25, 2025 at 2:47 PM
@leaflet.pub I would absolutely love it if I can schedule posts; otherwise, I have to remind myself to publish the post several days after writing the post and leaving it as a draft - a much needed feature!
AGI may arrive tomorrow or in the next century, but it's amazing to see progress on a case by case basis. Frontier Math is a well known obstacle course on which solid progress is being made, but it's not just in abstract disciplines such as math or programming. #DailyPlanet
The Daily Planet #89: The AI Bubble, Part 14
dailyplanet.leaflet.pub
November 25, 2025 at 1:18 PM
AGI may arrive tomorrow or in the next century, but it's amazing to see progress on a case by case basis. Frontier Math is a well known obstacle course on which solid progress is being made, but it's not just in abstract disciplines such as math or programming. #DailyPlanet
I have no way of knowing whether AGI is two days away, two decades away or two centuries away. If that wasn't bad enough, I find AGI doomerism and singularity speak uninteresting. Maybe it's because I find AGI uninteresting. But I am going to write about it this week in the #DailyPlanet
The Daily Planet #88: The AI Bubble, Part 13
dailyplanet.leaflet.pub
November 24, 2025 at 12:28 PM
I have no way of knowing whether AGI is two days away, two decades away or two centuries away. If that wasn't bad enough, I find AGI doomerism and singularity speak uninteresting. Maybe it's because I find AGI uninteresting. But I am going to write about it this week in the #DailyPlanet
AI isn't emerging into an empty field; it's arriving at the end of a long arc of economic transformation - the era of cognitive capitalism, where value comes from the organization of knowledge, communication, and attention rather than the fabrication of physical goods. More in today's #WeeklyPlanet
The Weekly Planet #14: The AI Bubble, Part 2. The Financial Bubble
dailyplanet.leaflet.pub
November 23, 2025 at 10:58 PM
AI isn't emerging into an empty field; it's arriving at the end of a long arc of economic transformation - the era of cognitive capitalism, where value comes from the organization of knowledge, communication, and attention rather than the fabrication of physical goods. More in today's #WeeklyPlanet
For day 6 of this week's #DailyPlanet, a history lesson: AI mania has sparked both excitement and concern, drawing parallels to 1929 culminating in the Great Depression.
The Daily Planet #87: The AI Bubble, Part 12
dailyplanet.leaflet.pub
November 22, 2025 at 2:41 PM
For day 6 of this week's #DailyPlanet, a history lesson: AI mania has sparked both excitement and concern, drawing parallels to 1929 culminating in the Great Depression.
Vertical integration works for high-tech production, part 2: what works for Google in AI (and Apple for Phones) has also worked for BYD when it comes to EVs in today's #DailyPlanet
The Daily Planet #86: The AI Bubble, Part 11
dailyplanet.leaflet.pub
November 21, 2025 at 7:31 PM
Vertical integration works for high-tech production, part 2: what works for Google in AI (and Apple for Phones) has also worked for BYD when it comes to EVs in today's #DailyPlanet
Really looking forward to this discussion on Open-Source organized by @gabriel-export.bsky.social and @kpaxle.bsky.social with @ronentk.me, @erlend.sh and Regis Chapman and me being the talking heads.
Jazzed for this panel discussion on open source software with @erlend.sh @ranganaut.bsky.social & Regis Chapman. Please join us! (Dec 3 2:30 PM - 4:00 PM EST)
Thanks @kpaxle.bsky.social @gabriel-export.bsky.social for organizing 💙
luma.com/z9ivf64k?tk=...
Thanks @kpaxle.bsky.social @gabriel-export.bsky.social for organizing 💙
luma.com/z9ivf64k?tk=...
Making Sense of Open-Source: Ideals, Reality, and What's on the Horizon · Zoom · Luma
Have you been wondering about the future of open-source? Do you find yourself caught between idealistic visions of collaborative commons and the messy reality…
luma.com
November 20, 2025 at 4:43 PM
Really looking forward to this discussion on Open-Source organized by @gabriel-export.bsky.social and @kpaxle.bsky.social with @ronentk.me, @erlend.sh and Regis Chapman and me being the talking heads.
Once you're committed to spending trillions like the hyperscalers are, it makes sense to think of efficiencies that reduce your spend. One obvious solution: own the entire stack from chips to models to data centers to distribution. Google is doing that quite well, and Gemini 3 is proof. #DailyPlanet
The Daily Planet #85: The AI Bubble, Part 10
dailyplanet.leaflet.pub
November 20, 2025 at 3:07 PM
Once you're committed to spending trillions like the hyperscalers are, it makes sense to think of efficiencies that reduce your spend. One obvious solution: own the entire stack from chips to models to data centers to distribution. Google is doing that quite well, and Gemini 3 is proof. #DailyPlanet
If cognitive capitalism became the engine of American prosperity after deindustrialization and the neoliberal turn, McKenzie Wark helps us see why this shift wasn’t merely a change in industrial organization — it was a transformation in the deep logic of value creation. #DailyPlanet
The Daily Planet #84: The AI Bubble, Part 9
dailyplanet.leaflet.pub
November 19, 2025 at 11:39 AM
If cognitive capitalism became the engine of American prosperity after deindustrialization and the neoliberal turn, McKenzie Wark helps us see why this shift wasn’t merely a change in industrial organization — it was a transformation in the deep logic of value creation. #DailyPlanet
First of two #DailyPlanets on Cognitive Capitalism. We can't make sense of the massive investment in data centers by the Hyperscalers without:
1. The millenarian belief that AGI is imminent and inevitable.
2. The Hyperscalers' understanding of the sources of their own economic success.
1. The millenarian belief that AGI is imminent and inevitable.
2. The Hyperscalers' understanding of the sources of their own economic success.
The Daily Planet #83: The AI Bubble, Part 8
dailyplanet.leaflet.pub
November 18, 2025 at 4:13 PM
First of two #DailyPlanets on Cognitive Capitalism. We can't make sense of the massive investment in data centers by the Hyperscalers without:
1. The millenarian belief that AGI is imminent and inevitable.
2. The Hyperscalers' understanding of the sources of their own economic success.
1. The millenarian belief that AGI is imminent and inevitable.
2. The Hyperscalers' understanding of the sources of their own economic success.
1/3 @leaflet.pub has been experimenting with how it can become a better destination for scientists. I have some - strong! - opinions on the topic, and a new publication for sharing those opinions. Let me present Hyperproblems to the world:
hyperproblems.com/3m5tkmhnof224
hyperproblems.com/3m5tkmhnof224
Hyperproblems: New Ways of Doing and Communicating Science - Hyperproblems
hyperproblems.com
November 17, 2025 at 3:44 PM
1/3 @leaflet.pub has been experimenting with how it can become a better destination for scientists. I have some - strong! - opinions on the topic, and a new publication for sharing those opinions. Let me present Hyperproblems to the world:
hyperproblems.com/3m5tkmhnof224
hyperproblems.com/3m5tkmhnof224
We are now into the second week of the AI bubble. Yesterday's Weekly Planet mentioned three potential bubbles: the Financial Bubble, the Technical Bubble and the Cultural Bubble. This week the #DailyPlanet will cover the financial bubble, starting with the insane evaluations of the Magnificent Seven
The Daily Planet #82: The AI Bubble, Part 7
dailyplanet.leaflet.pub
November 17, 2025 at 11:27 AM
We are now into the second week of the AI bubble. Yesterday's Weekly Planet mentioned three potential bubbles: the Financial Bubble, the Technical Bubble and the Cultural Bubble. This week the #DailyPlanet will cover the financial bubble, starting with the insane evaluations of the Magnificent Seven
When Sam Altman admits we're in an AI bubble while seeking a trillion dollars for data centers & Geoff Hinton meets the Pope to discuss whether AI threatens human dignity, we've wandered far from normal market speculation. There are at least three potential AI bubbles. More in today's #WeeklyPlanet
The Weekly Planet #13: The AI Bubble, Part 1. Three AI Bubbles
dailyplanet.leaflet.pub
November 16, 2025 at 8:17 PM
When Sam Altman admits we're in an AI bubble while seeking a trillion dollars for data centers & Geoff Hinton meets the Pope to discuss whether AI threatens human dignity, we've wandered far from normal market speculation. There are at least three potential AI bubbles. More in today's #WeeklyPlanet
And to round out this weeks coverage of the AI Bubble, a thoughtful defense of the non-bubblic character of AI by Peter Wildeford. #DailyPlanet
The Daily Planet #81: The AI Bubble, Part 6
dailyplanet.leaflet.pub
November 15, 2025 at 2:29 PM
And to round out this weeks coverage of the AI Bubble, a thoughtful defense of the non-bubblic character of AI by Peter Wildeford. #DailyPlanet