Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.
You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement.
I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible.
But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier.
Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want.
Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well.
So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it.
If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.
Higgsfield releases Virality Predictor
What does it mean:
> Upload any clip up to 15s
> Get viral potential, hook score & hold rate
> See a heatmap of brain regions your clip activates
> Pair with Ad Reference for recreated videos
Available via MCP/CLI and on the platform.
Another week on the road meeting with a couple dozen IT and AI leaders from large enterprises across banking, media, retail, healthcare, consulting, tech, and sports, to discuss agents in the enterprise.
Some quick takeaways:
* Clear that we’re moving from chat era of AI to agents that use tools, process data, and start to execute real work in the enterprise. Complementing this, enterprises are often evolving from “let a thousand flowers bloom” approach to adoption to targeted automation efforts applied to specific areas of work and workflow.
* Change management still will remain one of the biggest topics for enterprises. Most workflows aren’t setup to just drop agents directly in, and enterprises will need a ton of help to drive these efforts (both internally and from partners). One company has a head of AI in every business unit that roles up to a central team, just to keep all the functions coordinated.
* Tokenmaxxing! Most companies operate with very strict OpEx budgets get locked in for the year ahead, so they’re going through very real trade-off discussions right now on how to budget for tokens. One company recently had an idea for a “shark tank” style way of pitching for compute budget. Others are trying to figure out how to ration compute to the best use-cases internally through some hierarchy of needs (my words not theirs).
* Fixing fragmented and legacy systems remain a huge priority right now. Most enterprises are dealing with decades of either on-prem systems or systems they moved to the cloud but that still haven’t been modernized in any meaningful way. This means agents can’t easily tap into these data sources in a unified way yet, so companies are focused on how they modernize these.
* Most companies are *not* talking about replacing jobs due to agents. The major use-cases for agents are things that the company wasn’t able to do before or couldn’t prioritize. Software upgrades, automating back office processes that were constraining other workflows, processing large amounts of documents to get new business or client insights, and so on. More emphasis on ways to make money vs. cut costs.
* Headless software dominated my conversations. Enterprises need to be able to ensure all of their software works across any set of agents they choose. They will kick out vendors that don’t make this technically or economically easy.
* Clear sense that it can be hard to standardize on anything right now given how fast things are moving. Blessing and a curse of the innovation curve right now - no one wants to get stuck in a paradigm that locks them into the wrong architecture. One other result of this is that companies realize they’re in a multi-agent world, which means that interoperability becomes paramount across systems.
* Unanimous sense that everyone is working more than ever before. AI is not causing anyone to do less work right now, and similar to Silicon Valley people feel their teams are the busiest they’ve ever been.
One final meta observation not called out explicitly. It seems that despite Silicon Valley’s sense that AI has made hard things easy, the most powerful ways to use agents is more “technical” than prior eras of software. Skills, MCP, CLIs, etc. may be simple concepts for tech, but in the real world these are all esoteric concepts that will require technical people to help bring to life in the enterprise.
This both means diffusion will take real work and time, but also everyone’s estimation of engineering jobs is totally off. Engineers may not be “writing” software, but they will certainly be the ones to setup and operate the systems that actually automate most work in the enterprise.
NEW EPISODE: @jack & @roelofbotha unpack @blocks 40% staff cut and rebuilding the entire company as a mini-AGI.
This isn’t “use AI to make people more productive.” It’s making the company itself the intelligence.
If you’re a founder or operator wondering what work looks like in the next 5 years… this is the episode.
The evolution looks like:
• Manager mode = Pyramid 🔺 (command & control)
• Founder mode = Flat ➖(founders decide fast)
• Dorsey mode = Circle 🔵 w/ AI at the center, humans at the edge, and decisions flow from customer inputs → AI → humans steering it
I’ve tried killing org charts before. Brutally hard. But we never had these tools.
This is rewriting the CEO playbook for the AI era.
Buckle up.
00:00 Existential Dread & Hope
02:56 AI Replaces Hierarchy
07:22 Block’s New Three Roles
26:47 Flattening the Company, Fast
35:23 Getting the Board to Buy-In, Fast
36:50 Building a Great Board
41:29 Founder CEO Lessons
48:18 Second Acts & Conviction
56:22 Timeless CEO Traits
JUST GROK IT: GOOGLE SEARCH SLIPS BELOW 90% FOR FIRST TIME SINCE 2015
After a decade of ruling the web, Google’s grip is cracking.
Global search share fell to 89.71% in March - its first real stumble since 2015.
Turns out people are done scrolling through SEO sludge and ads pretending to be answers.
AI search is eating Google’s lunch.
Why dig through link farms when you can just Grok it and get straight to the point?
Users want answers, not blue links.
The age of typing “Reddit” after every query is ending - and Google knows it.
Source: Statcounter
🚨 $2 TRILLION/DAY IN #BITCOIN?!?!?!?!
- How Bitcoin Options will drive up price?
- The 3 emerging Bitcoin FlyWheels?
- This is a bigger story than MSTR?
Let's discuss:
In 1956 Earl Nightingale produced a spoken word record: “The Strangest Secret”.
It sold over a million copies, making it the first spoken-word recording to achieve Gold Record status.
I owned this record since the 1960s and listen to it at least every January 1st.
Join me.