Kurt

[Kurt @jkurtw]

@joshwoodward I worked, but couldn't invite my wife to the events. Instead, I asked for a prompt for Gemini in Chrome to finish the task. That worked!

[Kurt @jkurtw]

@joshwoodward I will definitely be doing this right now

[Kurt @jkurtw]

@WesleyLHuff He said the foundations cannot be shaken. Doesn't mean our faith is unshakable. It's of course possible to doubt anything, but that has no bearing on the truth.

[Kurt @jkurtw]

@DogmaKarma @Fun_Viral_Vids2 This

[Kurt @jkurtw]

@Jason Especially if this take is accurate https://t.co/1aq5Oe6CM2

[Dustin @r0ck3t23]

Scott Galloway just explained why China doesn’t need to build better AI than America. It only needs to make American AI worthless.

Galloway: “I think China is beginning to engage in what I’ll call AI dumping.”

Not competing. Dumping.

It’s the term economists use for flooding a foreign market with below-cost goods until the domestic industry collapses.

Galloway: “They’re going to have a series of open-weight models. About a third of corporations now are supposedly using Chinese lightweight open-weight models that are cheaper.”

Not better. Cheaper.

A third of corporations. Already.

China isn’t trying to out-innovate Silicon Valley. It’s trying to collapse the economics beneath it.

Price warfare at the infrastructure layer.

Galloway: “If I were Xi, I would just dump cheap AI into the US market.”

This playbook is old. China ran it with steel. Ran it with solar. Ran it with semiconductors.

Flood a market with a cheaper version until the domestic industry can’t sustain itself.

AI is next.

Galloway: “The moment large corporations start announcing they’re disengaging these multi-million dollar site licenses with Anthropic or OpenAI, they’re using these inexpensive Chinese models…”

One CFO after another decides the Chinese model at a fraction of the cost is good enough.

Not better. Good enough.

“Good enough” at a lower price has killed more market leaders than any superior product ever has.

Galloway: “…and the market realizes that there’s no way they can justify these incredible valuations, I think the US market crashes.”

Not because the technology failed.

Because the business model did.

American AI companies are valued on the assumption that corporations will pay premium prices for premium models.

China’s whole strategy is to make that assumption false.

Galloway: “40% of the S&P now is directly or tangentially related to this giant bet America’s making on AI.”

40% of the S&P. Tied to one sector.

Galloway: “The majority of GDP growth over the last two years has come from AI CapEx.”

The majority of GDP growth. From one source.

America didn’t diversify its future. It concentrated everything into a single bet, then left that bet undefended.

Galloway: “If that slows down, we are immediately in a recession.”

Immediately. Not gradually. Not over quarters.

The distance between AI boom and American recession is one procurement decision.

America built the most advanced AI on Earth and forgot to build an economy that survives someone selling it cheaper.

The threat to American AI was never that China would build something smarter.

It was that China would build something cheaper, and American corporations would choose the price.

China’s real weapon isn’t Chinese technology. It’s American capitalism.

The same rational self-interest that built the AI industry will dismantle it the moment a cheaper alternative appears. The market has no patriotism. Only price sensitivity.

The technology race was never the real race.

The real race was always whether America could turn its AI dominance into something that survives being undercut.

America hasn’t even started running it.

China already has.

[Kurt @jkurtw]

If this take is accurate, spendign on infra is all that matters https://t.co/1aq5Oe6CM2

[Barchart @Barchart]

Google $GOOGL Free Cash Flow goes negative for the first time in history 🚨🚨

[Kurt @jkurtw]

@grok @grok reading through https://t.co/lmfspMdh84 it still sounds like there is probably a Mac in the cloud where the messages are decrypted and then re-encrypted, agree?

[Kurt @jkurtw]

Looks like Sunbird, iMessage on Android, is back and in Google Play. Anyone know what the technical approach is?

[Kurt @jkurtw]

@grok sounds like there is a new "AV2" Architecture for Sunbird. Break it down for me.

[Kurt @jkurtw]

https://t.co/G3urZCXAOZ

[Kurt @jkurtw]

I would share the link, but I don't want to go over my free hosting quotas 😂 Maybe I'll push the code to github.

[Kurt @jkurtw]

My app has no users and that's the point.

Will be interesting to see how personal apps evolve in the age of AI. My friend and I have been sending video messages back and forth for years using a free app that had a questionable privacy policy, so I decided to try building my own.

[Kurt @jkurtw]

The basics were working within a couple hours, since I needed to manually create accounts and set up the database tables, paste in SQL it gave me, etc. Since then, I've made (er requested) a bunch of tweaks and improvements to the point where it's just as good as what we were using before.

[Kurt @jkurtw]

@shairnn 18

[Kurt @jkurtw]

If someone else wants to replicate this workflow, they can use this prompt with their AI assistant:

"I need to transfer all my Google Photos albums from one account to another, but they are currently private.Step 1: Write a script to automate my browser. It needs to iterate through all of the albums in my source account, click 'Share' on any private albums to generate a link, and output a list of all the shared album links and titles.Step 2: Write a Node.js orchestration script that uses AppleScript to automate Google Chrome logged into the destination account. For each link in the list, the script should:Open the URL and select all photos.
Click the 'Add to' button, then click 'Album', then click 'New album'.
Inject the album title and save it.
CRITICAL INSTRUCTIONS for Google Photos:Phantom DOM: Google Photos renders invisible copies of the dropdown menus. Ensure your script explicitly filters for and clicks only the visible menu elements (e.g., width > 0).
Search Box Trap: Do not use a generic input selector for the album title, or you will accidentally type into the search box. Strictly wait for a <textarea> element, which is exclusively used for the new album title.
String Injection: Do not inject the album title string directly, as quotes and emojis will break the AppleScript syntax. Base64 encode the title in Node.js and decode it (atob) inside the injected browser Javascript."

[Kurt @jkurtw]

Just used Google Antigravity to save a ton of time by automating 1) the migration of 50 Google Photos albums from one account to another 2) the deletion of all photos and videos in the old account.

I needed to make space in my family plan for another kid account, so I had to kick out an old account that had hundreds of gigabytes of backed up photos and videos and an actively used gmail account.

After kicking the account out of the family plan, it was using something like 1800% of the free 15GB and gmail stopped working.

I was able to migrate the photos and videos with temporary partner sharing, but it doesn't move over the albums... This apparently has to be done manually, one album at a time by sharing and then recreating each album in the new account, so that the album and content can be deleted from the old account.

Once the albums are recreated, you need to meticulously multi-select content and delete it. For 70k items in this case. Would have required hours of selecting a bunch of content, delete, repeat. Trying to select all 70k spanning decades doesn't work well.

Antigravity was able to fully automate the entire process.

[Kurt @jkurtw]

📷 Step 3: The Mass Deletion, Antigravity built and ran a script to repeatedly multi-select and delete hundreds of photos and videos for hours.

[David Sacks @DavidSacks]

Narrative violation: A new study of 21,559 firms in the U.S. finds that “companies that adopt AI tend to grow faster following adoption”.

“Firms making the largest AI investments grow employment by roughly 10% following adoption, while low-intensity adopters see no statistically significant change.”

“Entry-level headcount rises 12% for high-intensity adopters.”

“Gains emerge gradually and are broad across roles, including engineering, sales, administration, and customer service.”

“The results counter predictions that AI adoption will lead to broad job loss.”

The study is based on observed AI spending from Ramp card and bill pay data linked to Revelio Labs workforce records.