@Hopper, @Everbread, @CloudRunnerIO. Dad, passionate reader, marathon runner, and a proactive doer. Incurably curious and always seeking new adventures.
I spoke with @fredwilson and @BradUSV for a special episode of the slow hunch - recorded in my living room over multiple mugs of tea.
In many ways @usv has been their collective slow hunch, and it's been a true privilege for me to be part of that journey with them, witnessing how they think, invest, and build an enduring venture capital firm.
One of the biggest implications of an AI-first enterprise will be that the AI stack an enterprise chooses will be a critical driver of any individual’s productivity in a company, which eventually compounds to determine the firm level productivity and thus competitiveness.
This means that specific technology decisions that a company makes will determine the rate of software they can code, contracts they can review, leads that can be generated, campaigns that can be launched, breakthrough innovations that are discovered, customers that can be supported, and so on.
The AI-first enterprise -and one that makes the right technology decisions- will see compounding returns and acceleration in all of these areas; conversely, the slower moving companies will tend to fall behind over time. As a result, AI will likely accelerate differences between firms based on their tech decisions, and even impact the kind of talent they can attract and retain, further hastening these competitive differences.
We’ve actually seen this with software in the past, albeit at a smaller scale. For instance, for years employees at Facebook and Google benefited from a unique developer stack and tooling that’s long created efficiencies for shipping or scaling software that the rest of the world didn’t have. Fast growing startups notoriously leverage their lack of tech debt, and ability to implement a modern tech stack, as a means of moving faster than incumbents. Companies like Netflix leverage data to make better acquisition decisions. It all comes down to the tech stack.
AI just takes this far further, because it will be a meaningful force multiplier on the execution of any employee. And with AI Agents, it’s almost akin to the quality of colleagues that you’re working with. Even subtle differences in the AI Agents you use for customer support, code writing, question answering, or workflow automation will lead to very different business results over time.
And the need will only accelerate in the future as a new demographic enters the workforce. A younger workforce coming into the enterprise will have completely different technology habits than generations before, ultimately requiring an AI-first stack to be productive.
We’re only in the earliest innings of fully understanding what an AI-first enterprise will look like, but it’s clear that work will likely look very different in a decade from now. And there’s a huge opportunity for those that are adapting early.
I was looking up some history behind the x86-64 transition, particularly around the Pentium 4 time frame, and I found out that Bob Colwell (Pentium Pro chief architect) has been posting on Quora.
Pentium 4 had a version of x86-64 that was fused off.
МАЛКО ИСТОРИЯ: Днес е добър ден да си припомним малко факти за Александър II„Царят - Освободител“, чийто паметник гледа право във фасадата на старата сграда на Народното събрание и на когото все още е кръстен булевардът с жълтите павета. >
Лёша, спасибо тебе за 26 лет абсолютного счастья. Да, даже за три последних года счастья. За любовь, за то, что всегда поддерживал, за то, что смешил даже из тюрьмы, за то что ты обо мне всегда думал.
Я не знаю, как жить без тебя, но я постараюсь так, чтобы ты там, наверху, радовался за меня и гордился мной. Я не знаю, справлюсь или нет, но я буду стараться.
Мы обязательно встретимся однажды. У меня столько для тебя нерассказанных историй, и у меня столько для тебя сохраненных в телефоне песен, глупых и смешных, вообще, честно говоря, ужасных песен, но они про нас, и я так хотела дать тебе их послушать. И так хотела смотреть, как ты их слушаешь, смеешься, а потом обнимаешь меня.
Люблю тебя вечно. Покойся с миром.
Radek Sikorski, Poland's foreign minister, told the meting he was "amazed" at the "tone and the content" of comments by Russia's UN ambassador. He then made several statements "correcting" his speech
https://t.co/ErEn1RwAiN
@ThomasOrTK Hey Thomas, can I pay for it with Google Pay in Google Wallet, which replaced Google Pay, which replaced Android Pay, formerly known as Google Wallet?
Information appeared online that a hacker group Prana Network has hacked the servers of Sahara Thunder, the manufacturer of Shahed drones, and posted a large amount of documents, both technical and related to their supply to Russia.
As of now, the leaked documents reveal that:
▪️ In 2022, a $1.75 billion contract was signed for 6,000 Shaheds + hardware + software. Russia paid in literal gold; it shipped a little over 2 tonnes in bullion!
▪️ The purchase cost of the Shaheds from Iran is:
- about $193,000 per unit when ordering 6,000 units;
- about $290,000 per unit when ordering 2,000 units.
▪️ If production is localized in Russia, its cost for the Russian defense ministry should drop to $165,500. The production cost of the Shahed would be $48,800.
▪️ The starting price announced by the Iranian leadership was $375,000 per unit.
These are the rivers of other big European cities & capitals: huge and calm. Why?
Because rivers allowed:
• Drinking
• Irrigation ➡️ food ➡️ population
• Trade: Transport is much cheaper than on roads, so much more trade and wealth
Добре, че службите ни работят, не са пробити и не са пълни с гаснещи по Путлер и Русия кадри! Иначе 100% щяха да си затворят очите за това, че лидер на проруска политическа партия звъни в медия на държава, която официално ни е обявила за врагове и споделя информация от закрито заседание на НС, касаещо националната сигурност на България.
So happy to welcome a real leader, such as the ones that changed the world in 1980s, in #Sofia today.
And so ashamed by @PresidentBG, i wanted to make him shut up when he was talking about "conflict". Rightfully @ZelenskyyUa told him- "it is not a conflict, this is a war..."
At last #Bulgaria is doing the right thing and is on the right side of history.
well done, PM Denkov, @GabrielMariya, @KirilPetkov, Hristo Ivanov, Asen Vassilev, etc
The building housing the European Parliament Liaison Office in Sofia was targeted by vandals unhappy with our stance in support of Ukraine.
We will clean it up. Our backing of Ukraine will get stronger. Our voice condemning Russia's invasion will only get louder. #SlavaUkraini