Here are two very important charts about the current AI boom.
Chart 1: Distribution Matters
Open AI is still the clear leader but, interestingly, they are loosing percentage share as the market grows. This is normal for a category leader but it’s curious who they are losing share to. It’s not really to other startups but incumbents with existing, massive distribution. This means that Google has a huge runway ahead of itself as their models and services become better. It also means that when/if Meta gets their act together, they will be able to gain share quickly. Lastly, it likely means that xAI will need to license Grok aggressively OR acquire existing distribution for their models - Snapchat, Pinterest etc.
Chart 2: Coding Agents are Slopware App-crappers
It should be concerning that this category is shrinking. I think the reason why is obvious but we aren’t allowed to talk about it.
The reason is vibe coding is a joke.
It is deeply unserious and these tools aren’t delivering when they encounter real world complexity (building quick demos isn’t complex) in any meaningful enterprise.
Hence people try, pay, churn. This trend is not good.
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@NBA has 12-15 player rosters. Most don't get material minutes, but fans want to watch them play and track development. So. Half-time should be a 5-minute game where both teams put in guys with under 2 mins played in the 1st Half. Winner gets the ball to start the 3rd and 4th Q.
Instead of a jump ball to start regular season games both teams should submit one player to compete in a single-attempt slam dunk contest. Refs judge winner #nba
(Who cares if its subjective? both teams get ball twice anyways - electric start to games).
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Snapchat "discover" might possiy be built for the lowest common denominator of human. OR... They may just be sub-classifying me personally as the lowest common denominator of human based on the things they present me 🙁 😖
Streaming live sports is absurd and backwards. Good ole cable has like a 10 second delay and streaming is like ? 3 minutes? fanduel says score is 68-56. @Abc or @espn on @appletv says 61-51. We've gone back to the stone ages. Or am i caveman and missing something?
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Clubhouse crushing the game. But just checked iOS stats. They send me 45 push notifications some days...FORTY FIVE... 35 avg/day this month. I get annoyed when twitter sends me 3. Can't believe how well this BARRAGE strategy is working. All the power to them - it works for them.
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