What happens when AI knows what you want before you do?
@IrenaCronin and I write a free newsletter every week on different current AI topics.
Companies are moving beyond predicting purchases to shaping our desires, influencing our decisions, and quietly redefining consumer choice.
The big question: Are we still choosing what we want, or is AI choosing for us?
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Haven't seen anyone post about the new Fable 5.2 score on the Remote Labor Index benchmark.
We were at only 2.5% a year ago.
Fable 5.1 was 17.9%.
Fable 5.2 is 41.3%.
The doubling time is about 3 months.
End of an era.
Was just watching the video that I shot of Jensen at GTC this spring. He was on top of the world. Had built one of America's best companies. Was talking to a hockey stadium with every seat filled. Took hours to talk with the press, answering every question.
Now not just his personal life, but his business life is on fire. The WSJ and NYT are saying the board is meeting right now to fire him.
One thing I learned at Microsoft is to keep your head when everything is going wrong. And this series of affairs has cost me some money, and probably will tomorrow. As it will many of you who are investors in NVIDIA.
One thing about NVIDIA. It has a very strong bench of people who could run the company. You don't know that because Jensen was the only one who built a relationship with the market. He is so strongly tied to the company.
Let's be honest. It's a huge loss for NVIDIA. Last week no one had any questions about the governance of the company. Now the knives are out and blood will flow in the board room.
But NVIDIA will survive. It will see a better day again.
Here's my expectations. That tomorrow two new committees will be announced:
1. An executive search committee.
2. A temporary executive committee.
Knowing NVIDIA from a close seat. I'm very confident that it will continue doing well after this all gets cleaned up. The talent bench there is so deep.
I'm not selling my stock.
I'm seeing hundreds of posts about Fable 5.2. Usually don't like sharing video games, but it is such a strong trend worth to talk about this for a bit.
Making a game (or really anything, a song, an app, a movie) isn't the gating factor. A few hundred bucks, some creativity, and a weekend and you can get something compelling built.
But here on X the AI community alone generates about 30,000 posts a day.
Distribution and attention are the gating factors and that's getting tougher and tougher over time.
In a sea of video games, how does your video game get anyone to try it?
I was just talking with another entrepreneur who is building a virtual being company. I gave him a lot of heck because he had the same problem. His virtual being isn't as good as @nuance_ai or @tavus and didn't have a good answer for how he'd get his virtual being to do something those two can't.
It's one thing to make a cute song to send to grandma to get her to laugh. It's a whole other thing to build a catalog, a brand, and something that really makes them stand out.
Taste, the AI people in SF say.
But it is more than that. It's having something that yours does that the others don't have yet that makes it at least stand out on X. If you hit that mark you'll get reach, since there's thousands of influencers looking for cool stuff to push.
But even getting a viral post isn't enough to get anyone to care for more than an hour.
This is the downside of building that a lot of VCs/investors aren't really being honest with entrepreneurs about.
It's a great time to build a business, since building has gotten a lot cheaper than it used to be, but now that it's a lot cheaper there is a lot more to consider (I just passed 10,000 companies on my AI lists here on X at https://t.co/9eRY65x3IQ which underscores my point).
Competition is brutal all of a sudden. Everyone sees the big money going to a bunch of companies and one thing they did is to stand out over and over and bring something to the table that the others aren't.
That said, everyone has different motivations for building and not everything has to lead to a company, which I get.
Just something I'm seeing when I talk with entrepreneurs and watch what they are doing.
This is getting ridiculous.
Saw @felixrieseberg build a Call of Duty-style FPS with Fable 5.2 in 8 hours, so GeekPark's creative team thought, why not give it a shot over lunch?
30 MINUTES LATER. We had our own playable FPS. 🤯
Play it right now: https://t.co/E9Rva8L3mv
If it had multiplayer, we'd have turned the entire office into a LAN party by lunchtime. 😂
@tpgoebel This year, I had a front-row seat on NVIDIA and got to know a lot of the executives there. This company will rise again. You can't keep a great company down like this.
@JeffreyTowson I used to be a Huawei Key Opinion Leader years ago and got to know the executive team a little bit. It struck me as one of the best-run companies I've ever seen, and what you just said confirms and reinforces that belief.
@alejandrobatiz@rohanpaul_ai It's a fireable offense at any Silicon Valley company to sleep with a subordinate. It's bigger than that, and I won't be shocked to hear more dirt. Like, what happened to those chips that got sold to his mistress's company?
End of an era.
Was just watching the video that I shot of Jensen at GTC this spring. He was on top of the world. Had built one of America's best companies. Was talking to a hockey stadium with every seat filled. Took hours to talk with the press, answering every question.
Now not just his personal life, but his business life is on fire. The WSJ and NYT are saying the board is meeting right now to fire him.
One thing I learned at Microsoft is to keep your head when everything is going wrong. And this series of affairs has cost me some money, and probably will tomorrow. As it will many of you who are investors in NVIDIA.
One thing about NVIDIA. It has a very strong bench of people who could run the company. You don't know that because Jensen was the only one who built a relationship with the market. He is so strongly tied to the company.
Let's be honest. It's a huge loss for NVIDIA. Last week no one had any questions about the governance of the company. Now the knives are out and blood will flow in the board room.
But NVIDIA will survive. It will see a better day again.
Here's my expectations. That tomorrow two new committees will be announced:
1. An executive search committee.
2. A temporary executive committee.
Knowing NVIDIA from a close seat. I'm very confident that it will continue doing well after this all gets cleaned up. The talent bench there is so deep.
I'm not selling my stock.