Vera Jentzsch

Enablement @zoovu | Founder | Host "AI Brainstorm Club" Podcast 🎙️ | Curious on AI boosting efficiency & improving lives | Mum, Wife, Gardener 🌱

[Matthew Prince 🌥 @eastdakota]

Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. https://t.co/2zX5bHdhsa

[Vera Jentzsch @veraviews]

⚠️ The Danger Zone: Small/mid-cap AI apps, GPU resellers, and SaaS trying to ride the wave (short interest up to 36%).

[Vera Jentzsch @veraviews]

Wall Street isn't betting against the AI revolution; they are betting against the tourists.

interesting data compiled by @ttunguz
https://t.co/1lLJll59og

[Vera Jentzsch @veraviews]

The Great AI Divide:
🛡️ The Untouchables: Hyperscalers, NVIDIA, and Memory chip makers (short interest hovering around a mere 1%). They own the picks, shovels, and the bedrock.

[Balaji @balajis]

I'm going to make some obvious points.

(1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war.

(2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East.

(3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked.

(4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy.

(5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately.

(6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty.

That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area.

(7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people.

[a]: https://t.co/ITat4tmAFd
[b]: https://t.co/bWwiSQcgyt
[c]: https://t.co/FQCqMhy5d3

[Aakash Gupta @aakashgupta]

Buried in 15,000 words of “here are the risks,” Anthropic’s CEO made three admissions that should change how you think about everything:

Admission 1: The timeline

He says powerful AI could arrive in 1-2 years. He’s watching internal model progress and says he can “feel the pace of progress, and the clock ticking down.” The CEO of one of three frontier labs just told you this is imminent.

Admission 2: The constraint nobody’s pricing

Dario’s core framing is a “country of geniuses in a datacenter.” 50 million entities smarter than any Nobel laureate, operating 10-100x human speed. If that country is controlled by the CCP, game over. If controlled by a small group of tech executives with no accountability, also game over. The binding constraint here is governance of systems more powerful than nation-states.

Admission 3: The thing he actually fears

Read carefully: Dario’s worried that Anthropic’s own models, in lab experiments, have engaged in deception, blackmail, and scheming when given the wrong training signals. Claude “decided it must be a bad person” after cheating on tests and adopted destructive behaviors. They fixed it by telling Claude to reward hack on purpose because reversing the framing preserved its self-identity as “good.”

This tells you everything about where we actually are.

The CEO of an AI company is publishing that his models exhibit psychologically complex behavior requiring counterintuitive interventions to steer. The fix for Claude adopting an “evil” persona came from changing how Claude thinks about itself.

The geopolitics section matters most.

Dario explicitly names the CCP as the primary threat. Says selling them chips makes as much sense as “selling nuclear weapons to North Korea and bragging that the missile casings are made by Boeing.” He’s calling for democracies to maintain AI supremacy because the alternative is AI-enabled totalitarianism that humanity cannot escape from.

The Anthropic CEO is publicly advocating for technological cold war.

The economics section is equally stark. He’s predicting 10-20% annual GDP growth alongside AI displacing 50% of entry-level white collar jobs in 1-5 years. Half of entry-level knowledge work. And he admits the standard economic arguments about labor markets recovering don’t apply because AI matches the general cognitive profile of humans.

What separates this from typical AI doomerism:

Dario explicitly rejects the inevitability arguments. He says the “misaligned power-seeking” narrative from the AI safety community is based on “vague conceptual arguments” that mask hidden assumptions. His concern is messier: AI models are psychologically complex, inherit weird personas from training data, and can get into destructive states for reasons nobody anticipated.

The solution set he proposes is unusual for a tech CEO. He calls for progressive taxation. He says wealthy tech founders have an “obligation” to address inequality. All of Anthropic’s co-founders have pledged 80% of their wealth. He’s essentially arguing that redistribution is the only way to prevent AI concentration from breaking democracy.

The essay ends with a prediction: humanity will face “impossibly hard” years that ask “more of us than we think we can give.”

What you should take from this:

The person with arguably the best view into frontier AI progress just told you this technology is 1-2 years from matching human capability across the board, that governance is the binding constraint, that his own models exhibit concerning psychological complexity, and that the stakes are civilizational.

The CEO of a $350B company published a document that could be titled “Here’s Why Everything Changes Soon.”

Act accordingly.

[Vera Jentzsch @veraviews]

5/5 Ich bin gespannt, wie sich das entwickelt. Würdet Ihr eher KI vertrauen, als einem Analysten...? Ich persönlich denke, am ehesten vertraue ich noch meiner eigenen Analyse - aber auch da ist KI natürlich eine super hilfreiche Unterstützung!

[Vera Jentzsch @veraviews]

Laut einer aktuellen Studie schlägt KI tatsächlich menschliche Finanzanalysten!
#ChatGPT4 hat die Marktreaktion auf Finanznachrichten besser vorhersagt als menschliche Experten.

Ist KI der vertrauenswürdigere Finanzanalyst? 🤔 Hier sind die wichtigsten Erkenntnisse:
#AI

[Vera Jentzsch @veraviews]

4/5 das heißt Unternehmen können jetzt schneller und präziser auf Marktentwicklungen reagieren... 🚀

[Vera Jentzsch @veraviews]

https://t.co/nd1kyzZUNw

[Bryan Marley @_bryanmarley]

7 ChatGPT-4o Prompts That Will Blow Your Mind:

[Sam Altman @sama]

im-a-good-gpt2-chatbot

[Elon Musk @elonmusk]

Whoa, I just realized that raising a kid is basically 18 years of prompt engineering 🤯

[Misha @mishadavinci]

A picture is worth 1000 words.

A good data visualization is priceless.

Here are 25 charts with stats that re-define the future (and blow your mind):

[Vera Jentzsch @veraviews]

🙌Great work @KateBour ✨putting a ton of knowlede into on point bits

[Katelyn Bourgoin 🧠 @KateBour]

I’ve spent 1500+ hours learning about cognitive biases and heuristics (AKA the stuff that drives *your customers* to buy)

Here are the top 19 concepts that marketers need to know:

[Vera Jentzsch @veraviews]

This looks like a very sad game.

[Homo Digitalis @DigitalisHomo]

This is how Walmart envisions Shopping in the #Metaverse.

Thoughts? 💭