Benchmark Scores Won't Tell You Who Is Winning the AI War. The real question is whether AI can get hard work done -- and the answer is complicated. For me, for now, it is a mashup of Claude, Claude Co-Work and OpenClaw.
But every user and enterprise is different. Bottom line is is go with the architecture that can help your enterprise get things done.
https://t.co/Ao6D3DnSwG
Not a professor, but my under-credentialed hot take:
- The "decline" narrative is a feature of every technology S-curve. We're not at the top. We're still near the bottom.
- OpenAI and Anthropic and others will keep competing, and that competition will keep them innovating (declaring the race over is the oldest mistake in tech).
- Innovations won't just come from model performance. The real differentiator is the architecture layer that turns model power into things that actually get done. Everyone will figure this out, and "harness" will become the word of the decade.
- Google is better positioned than any other competitor to integrate AI into real enterprise workflows.
- The companies that built hard infrastructure (data centers, chips, power) aren't going anywhere. Nvidia's customers are building things that will take years to complete. Demand doesn't evaporate because a pundit says margins are thinning.
- Chinese AI companies will compete. They'll also hit their own walls. Assuming they win by default is as naive as assuming they lose by default.
- LLMs becoming commodities is not the death of AI value. Think of cloud compute. Amazon, Microsoft, and Google didn't collapse when servers got cheap, they got richer because cheap infrastructure unlocked entirely new categories of applications.
- The agentic layer is where the next fortunes get made. Not in the model itself, but in what the model can orchestrate, automate, and extend. We're barely in the first inning.
- SpaceX's AI efforts will be fine. Dismissing a company with the best vertical integration in aerospace and a workforce that ships hardware on compressed timelines seems premature.
- Human-AI teaming will define economic and national security outcomes over the next decade in ways that dwarf any previous technological shift. The organizations that figure this out first won't be the loudest ones on X.
It is so good to be alive in the age of early stage capitalism.
Blackhat has a Veterans Scholarship! This is a great program for active duty military who are transitioning out of service and for veterans who are pursuing a cybersecurity career. Includes pass to the business hall and some special networking opportunities. Easy to find more info. See link in reply below.
Are you tired of just listening to others tell you what AI will bring us in the future? The loudest voices are the doomers, who seem to think our only choice is to all die sooner or, if we do things their way, maybe we can all die later. What if there were a way for you to run your own scenarios based on your own inputs? I built a dashboard that will let you do just that.
For me, every scenario I run says the future is going to be bright, but some choices make it brighter than others.
But try it yourself and form your own opinions.
https://t.co/fh9RBl4l84
I love @pmarca even more now. He is not just a great business leader and innovator but a great explainer. Really nailed his description of the @OODA Loop, as well as why John Boyd is perhaps the greatest military, business and political strategist that ever lived.