Glenn McBride

[Glenn McBride @glennmcbride]

Anyone have recommendations for AI tools that can take a bunch of photos and video clips and turn them into a semi-professional recap / reel? Doesn't have to be too fancy.

[Glenn McBride @glennmcbride]

Would love this to become the format. Was at Germany v Paraguay and the ET was more eventful than most…but generally it is a slog to just get to penalties.

[Pras @Pras_fpl]

There is a better way.

Play the penalty shootout straight after 90 mins.

The winner of the shootout gets a 0.5 goal lead going into 30 mins of extra time.

Now the team that lost the pens has a chance to win and crucially, no matter score, there is one team that has to go for it at all times, making extra time fun too.

[Glenn McBride @glennmcbride]

@TheStalwart Why unfortunately? Maybe it’s the “write for you” part. Agree with that but as a tool to improve the writing process, that’s a good thing.

[Glenn McBride @glennmcbride]

The monetization challenge and the real risk for adoption / enterprise advancement is absolutely fascinating.

[Nikesh Arora @nikesharora]

The AI Business model trap: LLMs want cash flow to fund the race to AGI or the next model. Enter free consumer AI - they are losing a lot of money on the breadth of models to serve consumers for free! They are caught in the post training data trap, free consumer usage feeds post training needs, it can't be right to stop serving customers for free?

But they need money for the compute:

The monetization challenge is being pointed to Enterprises.

Phase 1 - seemed easy, value capture in coding, the most bottom up motion in enterprise - with low customization per customer. Developers continue to train coding, tasks and eventually will train flawless skills.

Phase 2 is where the challenge lies, showing true enterprise value. The promise of efficiency, accuracy, elimination of resources - that requires a different approach, build depth with harnesses, context, memory, solving for edge cases with deterministic guardrails! Build skill libraries - enter FDEs. Yes,FDEs will train the enterprise Waymos of the world.

The risk - high token pricing for enterprises while consumers for free! Yes for consumer distribution businesses (aka Google, Meta, Apple, etc) it makes sense to hold on the distribution with free AI.

If you want to win enterprise, you should be forward pricing tokens. The cheaper the tokens for enterprises it will allow for experimentation, workflow reimagination - instead CIOs are busy restricting AI use and working on making the use more efficient!

Paradox: They still haven't fully understood and embraced the value of AI in the enterprise.

If I were them:
1. Cut token pricing now, else send enterprises to secure opensource and end up with friction filled routing layers.
2. Show me how enterprises can use their context, training and data as their competitive advantage.
3. Build tools for rapid edge case learning and reducing false positives.

@HarryStebbings
@sama @DarioAmodei @demishassabis

[Glenn McBride @glennmcbride]

Semiquincententacles is the turn of phrase of the year.

🔥 from Michael Cembalest.

[Joe Weisenthal @TheStalwart]

New Michael Cembalest report about the ongoing dominance of US financial assets https://t.co/Pu0IriyS2E

[Glenn McBride @glennmcbride]

When DeepSeek first made a splash, this is not how most thought this graph would look.

Via NIST by way of @Noahpinion’s Substack

[Glenn McBride @glennmcbride]

They’ve captured something magical with this 4some.

“you’re welcome, America” from Zlatan when Alexi wasn’t there was one of the funniest things on TV this year.

[The Wall Street Journal @WSJ]

Zlatan Ibrahimovic and Alexi Lalas have stirred the pot on Fox as Thierry Henry and Rebecca Lowe keep the ball moving. https://t.co/8bfL0pgB8H

[Glenn McBride @glennmcbride]

From @Ritholtz

[Glenn McBride @glennmcbride]

@modestproposal1 As a fellow lover of this Belgian generation (KDB especially)…it has been a tough and frustrating go 😞 Today so far included.

[Glenn McBride @glennmcbride]

This sounds like it is being done reasonably…but the convergence of investing and gambling is a major theme right now

[Eric Balchunas @EricBalchunas]

Schwab is entering the prediction markets game, acccording to WSJ story, working with CBOE to allow investors (er traders) to play yes or no binary bets on financial things like S&P 500 price targets. Not doing politics or sports tho.. yet.

[Glenn McBride @glennmcbride]

Finally gave in and got World Cup tickets. Match 74 in Boston. Here we go!

[Glenn McBride @glennmcbride]

Lots of this era of thematic = exposure to something unique

[jaredblikre.ai @SPYJared]

🚀 The 2020 ETF playbook is back — just with a different cast.

📈 Instead of ARK mania, the new theme trade is running through SpaceX, nuclear, quantum, robotics, and crypto infrastructure.

h/t @Todd_Sohn
https://t.co/gVLWcEMsKu

[Glenn McBride @glennmcbride]

Saw another article this morning with the "XYZ is a relationship business" framing ... is anything not a relationship business?

[Glenn McBride @glennmcbride]

@LincolnHall Is that doors @ 8 or show @ 8? No opener, correct?

[Glenn McBride @glennmcbride]

@samspurlin couldn’t resist.

[Glenn McBride @glennmcbride]

@samspurlin Hawks 👍🏼
Hope all is well.

[Glenn McBride @glennmcbride]

Watch Bonnaroo Live on YouTube June 8-10 http://t.co/WT8dygeA

[Glenn McBride @glennmcbride]

Very cool/easy service. @gazelle_com just offered me $13.65 for my stuff! Get cash for your gadgets at http://www.gazelle.com

[Manchester City @ManCity]

All over, 4-0, top of the table for now and the crowd are loving it! Thanks for looking in.

[Glenn McBride @glennmcbride]

@jonnyBngood The only option. ManU wouldn't let him go to the only teams in EPL who could afford him & Rooney not suited 2 play elsewhere