Investment committee: “so explain why we should pay 15x for this business?”
Private equity associate: “one of the things that makes this business so valuable is how valuable it is”
This ugly reality is staring us right in the face:
Americans will have walled AI gardens where we beg for access from a few East India companies, open source will get banned on national security grounds, and 6 billion people who aren't American, aka the rest of the world, will standardized on a Chinese AI stack.
Bloated. Broken. Slow. Ugly.
There's still time to change it but it's slipping through our fingers like fast running sand.
Read this passage below from Bill Gurley because it's about to become our hideous reality if we don't change course quickly.
"If a credible Western open frontier player does not emerge, the consequences cascade quickly.
This is the inverse of the early Internet wave. In the 2000s and 2010s, Western companies — Google, Facebook, Amazon, Apple, Microsoft — dominated globally while China carved out its own walled garden. The AI version flips that dynamic on its head. Without a credible Western open frontier player, the only open models capable of running entire economies are made in China. If U.S. policy further restricts Chinese open-weight access on national-security grounds, the U.S. ends up with two or three closed Cathedrals serving the U.S. market — and the rest of the world picks the AI stack that is free, capable, self-hostable, and not embargoed. Europe, Africa, Southeast Asia, Latin America, India, the Middle East. Roughly six billion people. Chinese open models become the global default by 2030, and the United States ends up technologically isolated from the majority of the world’s AI users. We would have done it to ourselves."
Fully essay in replies.
‘La trasformazione digitale è una scelta strategica che si prende in cima all’organizzazione. Chi non la prende non si aspetti che qualcun altro lo faccia al suo posto’. Da stampare e appendere in ufficio. Sempre ottimi spunti prof @AlfonsoFuggetta
I "cavalieri dell'apocalisse IT" sono quattro atteggiamenti e modi di gestire il digitale che rallentano, bloccano o affondano le imprese. È vitale conoscerli e combatterli.
Ci terrei a leggere le vostre opinioni. Ne scrivo su #abassavoce.
Link nel primo commento.
I decided to become a “5am person” because a podcast bullied me.
Some guy with a jawline and a ring light said all winners wake up at 5.
So I set my alarm for 4:55 like a try-hard.
It went off and my first thought was “absolutely not.”
My second thought was “maybe if I film this for TikTok it’ll hurt less.”
I stumbled to the kitchen like a raccoon in a human costume.
The productivity guy said to journal my intentions.
My intention was “go back to bed.”
Instead I made black coffee so strong it filed my taxes.
I opened my laptop, ready to “get ahead of the day.”
I stared at a blank Google Doc for 40 minutes while my brain buffered.
By 2pm I was hallucinating smells.
The podcast guy called this “the grind.”
I called it “medical exhaustion.”
Tomorrow I’m waking up at a normal hour and letting "billionaires" have 5am.
L'IA generativa non sostituisce il software classico: risolve un'altra classe di problemi. Scegliere l'una o l'altro non è una preferenza, riflette una diagnosi.
Ne scrivo su #abassavoce (link nel primo commento).
Activist: "You can graze sheep underneath solar panels. It's called agrivoltaics."
Farmer: "I've read the brochures."
Activist: "Best of both worlds."
Farmer: "The panels shade the sward. Productive species die back. What grows is what tolerates shade and compaction. Sheep won't finish on it."
Activist: "But the trials show it works."
Farmer: "The trials run three years and measure ewe presence. Not lamb growth rates. Not finishing weights. Not what the soil looks like in year fifteen."
Activist: "It's still better than nothing."
Farmer: "It's a 30% stocking rate, a steel frame I can't plough around, panel-cleaning chemicals running into the watercourse, and a 40-year lease I can't break."
Activist: "But you're getting energy AND lamb."
Farmer: "I'm getting a third of the lamb, a maintenance contract, and a field my grandson can't farm."
Activist: "You're being negative."
Farmer: "I'm watching a thousand-year-old way of feeding people get traded for twenty-five years of subsidised electricity. Negative would be the polite word."
Just spoke with a couple friends who work on the operational side at very large private equity firms
Every PE firm is now scrambling to find and recruit AI talent who can implement the newest tools into their PortCos
This includes former and current technology executives who are familiar with the industry, as well as engineers who can drop directly into the business to build custom made tools
Will keep the comp numbers confidential but they are absolutely insane, especially at the senior levels
For the PortCos that have already piloted this, the efficiency gains are huge. Some are well within the range of 20%+ headcount reduction potential for back office functions
‘Il problema rimane concettualmente e sostanzialmente lo stesso — costruire sistemi che si comportano come previsto in condizioni che non avevi previsto — e richiede la stessa disciplina. ‘ magistrale prof. @AlfonsoFuggetta
Un agente AI = modello + harness.
In sostanza, l'harness richiama l'ingegneria del software: specifica, stato, testing, manutenzione. L'IdS non è sparita — è tornata, a un livello di complessità superiore.
Ne scrivo su #abassavoce
Link nel primo commento.
Un agente AI = modello + harness.
In sostanza, l'harness richiama l'ingegneria del software: specifica, stato, testing, manutenzione. L'IdS non è sparita — è tornata, a un livello di complessità superiore.
Ne scrivo su #abassavoce
Link nel primo commento.
what does your company understand that is genuinely hard to understand, and is that understanding getting deeper every day?
Focus on your key success factors and break the chain of information in your org. Information at the edges is the real power, empower it
My dear front-end developers (and anyone who’s interested in the future of interfaces):
I have crawled through depths of hell to bring you, for the foreseeable years, one of the more important foundational pieces of UI engineering (if not in implementation then certainly at least in concept):
Fast, accurate and comprehensive userland text measurement algorithm in pure TypeScript, usable for laying out entire web pages without CSS, bypassing DOM measurements and reflow