Nathaniel Whittemore

Host @AIDailyBrief // Founder & CEO @besuper_ai

[Nathaniel Whittemore @nlw]

What I expect to hear from @JensenHuang any time now

[Nathaniel Whittemore @nlw]

@EdLudlow Your american audience gonna have a head scratcher on this one

[Nathaniel Whittemore @nlw]

@BrandtWelker tbh she's a better pick

[Nathaniel Whittemore @nlw]

Flattered 🙏

[Nathaniel Whittemore @nlw]

@elonmusk @zerohedge

[Nathaniel Whittemore @nlw]

This is weird but you can tell EAs strictly by their use of exclamation points and if you know what I’m talking about you know EXACTLY what I’m talking about.

[Nathaniel Whittemore @nlw]

@dksf @elonmusk

[Nathaniel Whittemore @nlw]

@signulll The fact this only has 300 shows how short people’s memories are!!

[Nathaniel Whittemore @nlw]

@rileybrown What have you found Fable at that’s distinctly better? So far I’ve only seen very incremental improvements - but I might not be full powering it

[Nathaniel Whittemore @nlw]

I mean you can just feel it

[Nathaniel Whittemore @nlw]

Nice of them to give Dems and Repubs something to come together on to ban so fucking fast it makes your head spin.

[Jaxon @jaxoncoder]

Walmart and Kroger are quietly rolling out an internal store technology across America that could either modernize retail or bankrupt the middle-class family budget.

Starting across thousands of locations heading into 2027, traditional paper price tags are being ripped off grocery shelves and replaced with cloud-connected digital screens. Raise the price of bottled water by 20 percent the second the afternoon temperature hits 90 degrees. Surge the cost of ground beef, milk, and sandwich bread between 5 PM and 6 PM when exhausted commuters are rushing home from work. Drop prices at 10 AM on a Tuesday, then hike them right back up the minute the after-school crowd walks through the sliding doors.

Every price change happens wirelessly in seconds from a central corporate dashboard. No store employee has to touch a single shelf.

Walmart has already signed a massive deployment deal with VusionGroup to wire 2,300 American supercenters with EdgeSense digital shelf rails by 2027. Kroger is expanding its own Microsoft-backed system called EDGE across hundreds of supermarkets. Over 60 million digital price tags are already blinking on US grocery aisles right now.

This is not supply chain inflation. This is Uber-style surge pricing built directly into the shelves where Americans buy baby formula, eggs, and medicine.

Last week I sat down for coffee with a former retail pricing director who spent 14 years building supermarket margin algorithms before leaving the industry. What he shared over the table completely changed how I look at a grocery aisle.

"Retailers just turned static shelves into live stock tickers. The question is not whether grocery chains will use instant price changes, because they already spent billions installing the hardware. The question is how much extra money a family of four will lose every week simply because both parents work until 5 PM and cannot shop during off-peak hours."

Here is how the digital grocery pricing system actually works, how it tracks you in the aisle, and the exact phone settings and checkout playbook you need to beat it.

[Nathaniel Whittemore @nlw]

@theLance What's your use case category if I might ask?

[Nathaniel Whittemore @nlw]

2 days in and Fable 5.2 is still firmly behind Opus 5.5 for me. What are other people finding?

[Nathaniel Whittemore @nlw]

@NaithanJones I would post like 700 of this gif if I could

[Nathaniel Whittemore @nlw]

@AdamNeumann @elonmusk @KatieMiller "Oh hi Elon"

[Nathaniel Whittemore @nlw]

And now we have a new game:

Is it @TommyWiseau or @AdamNeumann ?

[Adam Neumann @AdamNeumann]

@elonmusk @KatieMiller

[Nathaniel Whittemore @nlw]

One of the biggest mistakes I think people are making is viewing AI as labor replacement dollars only instead of incremental dollars.

To explain with an example, I've spent hundreds of dollars in API credits on the video editing and animation pipeline for @hwghshow. The AI critic would say that's work that could have gone to a human animator.

The thing is, no, it isn't.

The combination of the cost of a human animator, the overhead to find and manage that animator, and the speed of iteration I need (with a punishing content schedule like I have) means that there was never any chance of spending dollars on a human animator before.

These incremental dollars that I am spending are only unlocked because the AI can do it. It is net new economic activity that wouldn't have existed before the last couple months of AI capability.

[Nathaniel Whittemore @nlw]

@emollick I'm doing next weeks @hwghshow on exactly this

[Nathaniel Whittemore @nlw]

For everyone saying that a $1.4T Anthro IPO is a serious reduction from the $2T that was being floated, worth remembering it was never Anthropic actually floating that number. It was investors being asked by journalists where they thought it would land.

[Nathaniel Whittemore @nlw]

@iansilber This is sick