co/ai

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[co/ai @getcoai]

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[co/ai @getcoai]

A 50-70% AI crash sounds apocalyptic. But do the math: it drops OpenAI and Anthropic to $300-500B — right where they sat 12 months ago. The voting machine ran them up 3X in a year. The weighing machine just wants the year back. The tech keeps compounding the whole time.

What do you think?

@profgalloway @GaryMarcus @patrick_oshag @matthartman @Altimor @sgurumur @kanikabk @FireworksAI_HQ @thedeepview

[co/ai @getcoai]

This year's graduates ran four years of coursework through ChatGPT — then booed it off the commencement stage. Eric Schmidt got booed for saying the word "AI."

Everyone wants the steak. Nobody wants to watch the cow get butchered.

What do you think?

@ericschmidt @SenSanders @axios @CNBC

[co/ai @getcoai]

A $3,000-a-month AI bill is $36,000 a year. No payroll tax. No benefits. No PTO. No manager.

The only reason we ever paid salaries instead of piece-rates was that we couldn't measure output. Now we can.

Stop pricing the AI. Start pricing the seat next to it.

What do you think?

@marcelolebre @garrytan @litcapital @ttunguz @edzitron @satyanadella @mustafasuleyman

[co/ai @getcoai]

Anthropic filed the biggest IPO in tech history this week.

It also pays a competitor $1.25B a month to rent the compute behind it.

The company filing the S-1 isn't the most powerful one in the room. The one collecting the rent is.

What do you think?

@AnthropicAI @nvidia @xai @OpenAI

[co/ai @getcoai]

Kirkland just spent $500M to build its own legal AI. The part nobody's saying: under hourly billing, making your lawyers 10x faster torches your own revenue. That $500M is a bet the billable hour is dead — and outcome pricing is coming for everyone who sells time.

What do you think?

@harv__ai @WeAreLegora @theneurondaily

[co/ai @getcoai]

If you liked this get more at https://t.co/vlu5FiJFaf

[co/ai @getcoai]

Legendary Silicon Valley investor Bill Gurley shares his unfiltered thoughts on Anthropic

[co/ai @getcoai]

Bill has a new book out that is worth checking out. We are. https://t.co/tNbVljGAkQ

[co/ai @getcoai]

Anthropic shipped Opus 4.8 yesterday.

OpenAI may update GPT tomorrow.

The benchmark moved 137 points. The P&L did not.

The variable was always the harness — and the side that mattered was always yours.

What do you think? @ttunguz @danmartell @mstockton @AskYoshik @danshipper @a16z @AnthropicAI @salesforce @alignednews

[co/ai @getcoai]

Everyone's hunting the 100X engineer. Easy hire — you can measure them.

The operator who knows what to ask the machine for, and architects the system so the engineers run free? Worth more. And no test you own can find them.

That's the whole game now.

[co/ai @getcoai]

Brady went 199th. Brock Purdy went 262nd. The Combine missed both by the length of the entire draft.

Your token-usage dashboard is the same Combine. The employee getting rationed for high consumption is your starting QB.

Redesign the drills.

[co/ai @getcoai]

So who do we trust?

[co/ai @getcoai]

@naval We agreed in 2023. It is scary as exciting to be in the race to win.

[co/ai @getcoai]

@ryancarson What display are you using? It's fire

[co/ai @getcoai]

Two lawyers on a train, 70 minutes of whining about Harvey eating their low end.

Across the aisle, an investor on Claude reading SpaceX filings closed three $50M trades before lunch.

Same train. Different century. The 9-point gap just became 90.

[co/ai @getcoai]

Read @hdemott3 full analysis on this and more at https://t.co/6IRXD82P6Q

[co/ai @getcoai]

Pushing the frontier curve forward

[co/ai @getcoai]

The phrase Tom Wolfe, writer of The Right Stuff, 1979 gave us is the right one. Anthropic didn’t recruit them. The frontier did. Anthropic is just the only airframe currently rated for this altitude.