Tim McCollough

Seeking Win-Win-Wins

For fun: a game for Survivor superfans to play with family :)

[Tim McCollough @DriverlessR]

"Are We in an AI Bubble?"

Part of the reason the market can't decide on an answer is that thinking of AI as "artificial intelligence" isn't a helpful way to understand what AI means for us.

AI is actionable intel. AI is info that helps us get sh*t done (Hat tip @tobi). AI is a tool to get more sh*t done and to get sh*t done, better.

AI, then, represents both a higher quantity and a higher quality of production for the economy.

But increasingly, AI is skipping the actionable intel step and just getting sh*t done, itself:

* It'll write code.
* It'll create a website.
* It'll create an ad.
* It'll place an ad.
* It'll flag fraud.
* It'll rotate a panel.
* It'll irrigate farmland.
* It'll launch a missile?

And that's what AI is capable of today....

[Tim McCollough @DriverlessR]

@bscholl It shouldn't be a zero-sum game between socialism vs capitalism.

It should be making capitalism better all the time; getting markets to help make the future we want.

Socialism, too, should be trying to become socialism 2.0 just to keep capitalism honest and improving.

[Tim McCollough @DriverlessR]

@elonmusk @craigweiss cringe is cringe

[Tim McCollough @DriverlessR]

@planet @Will4Planet can we get some images of the devastation in venezuela? this should be a capability of yours, no?

[Tim McCollough @DriverlessR]

Elon's branding is underrated.

It's like when you realize Messi is also great with his right foot.

[Elon Musk @elonmusk]

@xdNiBoR @xai Yes

[Tim McCollough @DriverlessR]

@nikitabier this is pitiful.

[Tim McCollough @DriverlessR]

@Teslarati 95% of my touches on my road trip were "Other."

It's when you see a bumpy road.
Or you want to go faster.
Or you want to go above the speed limit.
Etc.
Etc

[Tim McCollough @DriverlessR]

@elonmusk @KHdimples @wholemars @Tesla_AI @Kalshi, @Polymarket can you guys make a market of this? Make the deadline March 1, 2027.

[Tim McCollough @DriverlessR]

@PodcastAlphaX @GavinSBaker @johncoogan @jordihays @tbpn @GavinSBaker, why would SpaceX build more earth-based data centers? Isn't the future racks in space? Then why not focus everything on that future?

Elon does "bet the company" from time to time.

[Tim McCollough @DriverlessR]

No. He was perfect for scaling social media. Zuckerberg is Social Media just like Elon is Space and EVs.

But a lot of Zuck's business is derivative of copying and stealing. And his business is monetizing human friendship and monetizing attention. And much of it is net negative to society.

[Tim McCollough @DriverlessR]

Actionable Intelligence

[Aaron Levie @levie]

Key post that gives a bit of insight into what the future of AI could look like.

“The most interesting thing happening in AI isn't that one model is getting smarter. It's that intelligence is becoming increasingly customizable. The companies that win won't necessarily be the ones with the biggest models. They'll be the ones that turn intelligence into something uniquely their own.”

The ability to combine your unique data, workflows, and a layer that can route intelligence to whatever model best performs the task is clearly the future.

[Tim McCollough @DriverlessR]

This is like when all the OEMs, one by one, started using Tesla Superchargers.

Tesla: lowest-cost, highest-performance electron distribution

SpaceX: lowest-cost, highest-performance data distribution

[Starlink @Starlink]

Starlink will deliver high-speed internet onboard @ELALUSA

Starlink is on contract to connect 40+ commercial airlines and counting around the world 🛰️✈️

[Tim McCollough @DriverlessR]

@CJHandmer @grok, how could mars get terraformed?

[Tim McCollough @DriverlessR]

@NickKristof @paulg @nytopinion @DavidAFrench @Megankstack @strombergsteve For the past 40 years, a massive war against Iran was just a threat. Now it's reality; and Iran probably will assume more attacks will happen if they cross certain lines.

Doesn't that make Iran nukes less likely?

[Tim McCollough @DriverlessR]

@benthompson's essential Q this morning: Who knows best?

Anthropic thinks it's Anthropic.

But, for better or worse, it's the people, and the people's representatives in government who are empowered with "knowing best" in our democratic society.

[Tim McCollough @DriverlessR]

Better analogy: AI tools are like a wizard's wand 🧙‍♂️

The points remains:
* Wizards are responsible for their magic's outcome
* Dark wizards exist
* The "Ministry of Magic" has an important role

All the more reason to improve our leaders. The most important society improvements of the 21st century aren't from AI, they're from improving our government; which means improving our leaders.

Few of our best people are going into government. This is the #1 problem.

@tylercowen

[Tim McCollough @DriverlessR]

Anthropic : people using Fable for crimes :: Gun manufacturers : people using guns for crimes

@bscholl @pmarca

Or are they nukes and not guns?

[Tim McCollough @DriverlessR]

Anthropic : people using Fable for crimes :: Gun manufacturers : people using guns for crimes

@bscholl @pmarca

Or are they nukes and not guns?

[Tim McCollough @DriverlessR]

What's wrong about this? What's right?

[Tim McCollough @DriverlessR]

@Rainmaker1973 @grok is this AI?

@grok is seems like we need a "not AI" sub-tag?

[Tim McCollough @DriverlessR]

@bscholl Makes way too much sense, sorry.

We're about drama here, sir.

[Blake Scholl 🛫 @bscholl]

I’m in favor of one and only one AI regulation: users of AI are responsible for their actions, just like when using any other tool—including civil and criminal liability.

If I kill you with a robot it’s murder just like if I run you over with a car.