Agentic AI | Econometrics | Business Transformation. All in on AI.
I believe in peace, humanity, free will, the right to live, God and science. Princeton | HBS
Lately I’ve been thinking about this iconic scene a lot.
The cold, harsh reality of AI being used against someone and the relentless pursuit of goals with complete commitment and no remorse.
Let’s hope for benevolence cause we really won’t be able to stop it….
@vasuman an excellent article. loved your two main takeaways for enterprise AI: outcomes as a service and embedding AI into the background. on point and an excellent way to think.
@BojanRadojici10 hey Bojan, enjoying your work and attended your lightening lesson on maven too. please do share these prompts as I'm doing an in-person workshop for a finance team at my client....
Introducing Claude Opus 4.7, our most capable Opus model yet.
It handles long-running tasks with more rigor, follows instructions more precisely, and verifies its own outputs before reporting back.
You can hand off your hardest work with less supervision.
@RoundtableSpace These guys are Anthropic are showing us what AI-native means. Insane speed as the competitive advantage. I don't know how anyone competes with them.
🤯 Anthropic is showing what being AI-native means...their build speed is something that I've never seen...
You heard about the OODA loop - observe, orient, decide, act. Well Anthropic is OODA'ing everyone else in the AI space at a speed that is leaving everyone in the dust.
@DeRonin_ What a great read. Still not done but already recommending it to anyone serious about AI. Thanks for the effort you put into this. Really appreciated.
he's got a point. even if AI is a fundamental change to the way we live, like with everything else that has ever happened, the hype cycle is always too extreme.
Ken Griffin runs Citadel, one of the most powerful hedge funds on Earth, and he called the entire AI boom a hype.
Over $500 billion is being spent on AI data centers in the United States in a single year.
Griffin said no one writes checks that large unless someone is promising to fundamentally change the world.
The story being sold to investors, in his own words, is that "AI is your savior" and without that narrative holding together, the money stops flowing.
Griffin reviewed an AI-generated report inside Citadel and described the experience.
The opening looked sharp and convincing, but everything below it was, in his direct words, garbage.
Harvard Business Review has already published a name for this pattern, AI workslop, polished output that collapses the moment anyone actually reads past the first paragraph.
He then attended a senior executive meeting in China where the entire session was devoted to how AI was transforming their businesses.
He asked each person in the room for one specific example, listened to five or six compelling answers, and walked away without hearing a single case that involved generative AI.
Griffin has also compared this moment directly to the dot-com bubble, where the infrastructure was real, the spending was real, and the returns never matched the promises.
Half a trillion dollars is currently riding on a story that even the man helping fund it just admitted might not be true.
@danmartell This is the most brutal sector market performance chart I've ever seen. The 52 week deltas are brutal. Either this means this is the best buying opportunity ever or it truly is like a funeral ...
When we needed a few good men to rise above their base instincts and do the right thing for the future of Humanity, we got conmen who have warped the most important advancement in our history.
Everything that could have been is now subservient to how much profit can it produce.
In 19 days, a jury in Oakland is going to decide whether the entire legal foundation of the AI industry is built on fraud.
Everyone thinks the Musk vs Altman lawsuit is a billionaire grudge match.
Two egos, one grudge, a $150 billion damages number designed for headlines.
Easy to dismiss. Easy to scroll past.
That's exactly what Altman wants you to think.
Because what's actually on trial on April 27 is something much BIGGER than Elon's hurt feelings...
A jury is going to decide whether you can legally take billions of dollars in nonprofit donations, use them to build the most valuable technology in human history, and then quietly convert that nonprofit into a for-profit company worth $850 billion.
If the answer is no, the entire AI industry has a problem.
Because OpenAI is not the only company that did this:
Anthropic was founded by OpenAI defectors using the same nonprofit-first mission language.
xAI pitches itself as building AI "for humanity."
Every frontier lab has used the moral cover of "we're doing this for the good of the world" to attract talent, capital, and regulatory goodwill they would have never gotten otherwise.
An Elon win doesn't just touch OpenAI. It creates a legal precedent that every AI company built on a nonprofit or public benefit promise becomes vulnerable to shareholder and donor clawback suits.
That's why this case matters. And that's why Altman is panicking.
Just look at what he did this week:
Elon filed a motion demanding the court remove Altman and Brockman from their roles and FORCE OpenAI to return to its nonprofit origins.
Then he amended the suit to say if he wins the $150 billion, all of it goes to OpenAI's charity arm. Not him. Zero dollars to Elon personally.
That amendment was surgical. It stripped Altman of his entire public defense.
He can no longer claim this is about Elon's ego or Elon's bank account. Elon is now legally on record saying he just wants the mission back.
OpenAI's response was to panic-write a letter to the California and Delaware attorneys general asking them to investigate Elon for "anti-competitive behavior." Their strategy chief publicly accused Elon of coordinating attacks with Mark Zuckerberg.
They called the lawsuit "harassment driven by ego and jealousy."
That's NOT the response of a company that thinks it's going to win.
Real companies with real defenses don't ask the government to silence the person suing them 3 weeks before trial. They let the evidence speak.
OpenAI is scrambling because they know what's in discovery.
Elon's team has been building this case for two years. Emails, board minutes, internal conversations about the conversion.
The kind of paper trail that juries understand and executives can't explain away.
And the timing couldn't be worse...
OpenAI is trying to IPO at $852 billion. They just raised $122 billion. Microsoft has $135 billion of exposure to them.
A jury verdict that even partially sides with Elon in late April or May would crater the entire IPO runway and send shockwaves through every major AI investor on Earth.
This is why Altman spent the last 2 weeks doing press tours and policy blueprints and "super intelligence agendas" aimed at Washington. He's trying to REFRAME himself as the responsible statesman of AI right before a jury decides if he's a con artist.
Most people will watch this trial start and think it's celebrity drama.
The smart money is watching it and realizing that the legal foundation of the AI boom is about to be tested in court for the first time EVER.
And if that foundation cracks, everything built on top of it is at risk.
@ericosiu Love it. I'm in the process of doing the same thing. Really helpful to get your experience on this. Curious to know if usage patterns emerge in terms of different segments of your employee base and if usage picks up or tails off. Do post updates. Yours is a live case study
Well it wasn't just me...this is turning into a worrying pattern...
Changing model response characteristics in such an insidious way is not good for trust, particularly as people are now using Claude for workflows and not just 'Q&A'.