Our internal data shows Claude is accelerating AI developmentโa possible path to recursive self-improvement, or AI autonomously building a more capable successor.
Itโs happening faster than we thought, and the implications deserve greater attention. https://t.co/OVVPJO7VQx
Nick and Pio break down a once-in-a-generation IPO wave: OpenAI, Anthropic, and SpaceX.
"They are being forced to IPO as fast as possible, and it's a race to see who can get there quicker because there's not enough capital available to fund their growth, and there may not be enough capital literally in the markets to support their entry into this space." - Nick
"This is probably a once-in-a-generation, if not more than one generation, event of three trillion-dollar companies IPOing suddenly at the same time. Super huge names. This never happens." - Pio
Prediction: We wonโt have UBI. Weโll have UCI.
(universal credit income, or whatever else it might be called)
Assuming labour will cease to exist, governments will have to pay you money, for you to fulfill the consumption side of the economic equation. While everyone believes that people will get an equal paycheck similar to stimulus payments, I believe itโll be akin to airdrops, where each person is credited based on their behavior, actions, social score, etc.
TL;DR: take the chinese social credit system and combine it with UBI.
New in Claude Code: Remote Control.
Kick off a task in your terminal and pick it up from your phone while you take a walk or join a meeting.
Claude keeps running on your machine, and you can control the session from the Claude app or https://t.co/er6Blrr63e
Last quarter I rolled out Microsoft Copilot to 4,000 employees.
$30 per seat per month.
$1.4 million annually.
I called it "digital transformation."
The board loved that phrase.
They approved it in eleven minutes.
No one asked what it would actually do.
Including me.
I told everyone it would "10x productivity."
That's not a real number.
But it sounds like one.
HR asked how we'd measure the 10x.
I said we'd "leverage analytics dashboards."
They stopped asking.
Three months later I checked the usage reports.
47 people had opened it.
12 had used it more than once.
One of them was me.
I used it to summarize an email I could have read in 30 seconds.
It took 45 seconds.
Plus the time it took to fix the hallucinations.
But I called it a "pilot success."
Success means the pilot didn't visibly fail.
The CFO asked about ROI.
I showed him a graph.
The graph went up and to the right.
It measured "AI enablement."
I made that metric up.
He nodded approvingly.
We're "AI-enabled" now.
I don't know what that means.
But it's in our investor deck.
A senior developer asked why we didn't use Claude or ChatGPT.
I said we needed "enterprise-grade security."
He asked what that meant.
I said "compliance."
He asked which compliance.
I said "all of them."
He looked skeptical.
I scheduled him for a "career development conversation."
He stopped asking questions.
Microsoft sent a case study team.
They wanted to feature us as a success story.
I told them we "saved 40,000 hours."
I calculated that number by multiplying employees by a number I made up.
They didn't verify it.
They never do.
Now we're on Microsoft's website.
"Global enterprise achieves 40,000 hours of productivity gains with Copilot."
The CEO shared it on LinkedIn.
He got 3,000 likes.
He's never used Copilot.
None of the executives have.
We have an exemption.
"Strategic focus requires minimal digital distraction."
I wrote that policy.
The licenses renew next month.
I'm requesting an expansion.
5,000 more seats.
We haven't used the first 4,000.
But this time we'll "drive adoption."
Adoption means mandatory training.
Training means a 45-minute webinar no one watches.
But completion will be tracked.
Completion is a metric.
Metrics go in dashboards.
Dashboards go in board presentations.
Board presentations get me promoted.
I'll be SVP by Q3.
I still don't know what Copilot does.
But I know what it's for.
It's for showing we're "investing in AI."
Investment means spending.
Spending means commitment.
Commitment means we're serious about the future.
The future is whatever I say it is.
As long as the graph goes up and to the right.