Glen Calvert

"Until death, all defeat is psychological." - Marcus Aurelius Refuse everything that would lead most people to give up. Refuse it. Rise from the dead 1000 times. Commit to never stay down & never give up. Everything you want is on the other side of struggle.

Jonathan Ross, Founder and CEO of AI chip company Groq, offers a contrarian view: AI won't destroy jobs, it will create a labour shortage. He outlines three things that will happen because of AI: First, massive deflationary pressure. "This cup of coffee is going to cost less. Your housing is going to cost less. Everything is going to cost less." He explains this will happen through robots farming coffee more efficiently and better supply chain management, meaning people will need less money. Second, people will opt out of the economy. "They're going to work fewer hours. They're going to work fewer days a week, and they're going to work fewer years. They're going to retire earlier because they're going to be able to support their lifestyle working less." Third, entirely new jobs and industries will emerge. Jonathan points to history as evidence: "Think about 100 years ago. 98% of the workforce in the United States was in agriculture. When we were able to reduce that to 2%, we found things for those other 98% of the population to do." He continues: "The jobs that are going to exist 100 years from now, we can't even contemplate." Software developers didn't exist a century ago. In another century, they won't exist either, "because everyone's going to be vibe coding." The same applies to influencers, a career that would have been unthinkable 100 years ago but now earns people millions. His conclusion: deflationary pressure, workforce opt-outs, and new industries we can't yet imagine will combine to create one outcome... "We're not going to have enough people."

From Karpathy’s latest post: “LLM apps will organize, finetune and actually animate teams of them into deployed professionals in specific verticals by supplying private data, sensors and actuators and feedback loops.” This is exactly right. In a world of AI agents, there is a much thicker layer above the LLM than was initially perceived. The thin wrapper criticism somewhat worked in a world where people were repackaging tokens with a lightly customized interface or system prompt, which was largely all that was possible 2 years ago. But AI agents will combine tools, proprietary data, highly domain specific system prompts, specialized interfaces for the human-in-the-loop parts of the workflows, advanced context engineering to deal with context window limits, and more. The vast majority of these will perform better when tailored to a specific vertical, job function, or type of task. Further, to get real adoption in the enterprise, a heavy degree of system integration and change management is generally needed to drive the workflow changes and adoption. This is why companies (or at least products) focused on specific opportunities will often be required to actually power these workflows. Tons of opportunity here in the year to come.

The bears 🐻cannot see the technology future…we have seen it since covering tech in the 90’s🏆🎯🔥🐂🍿👇

Bret Taylor (@btaylor) on the “triple, triple, double, double” debate: “The faster you grow is sometimes correlated with a lack of a moat… I’d rather bet on durable, high-quality revenue and happy customers than just raw growth.”

Starting a company is awesome if you want to feel like a piece of shit one day and king of the universe next day and just keep alternating back and forth forever and ever

Introducing GPT-4o, our new model which can reason across text, audio, and video in real time. It's extremely versatile, fun to play with, and is a step towards a much more natural form of human-computer interaction (and even human-computer-computer interaction):

check it out:

A guy did the London Marathon and had a different wine at each mile! That’s something I can get onboard with

“Let me stop you right there…” Caribbean nation Guyana is booming after discovering oil. BBC’s Stephen Sackur puts it to President @presidentaligy; lobbyists say oil is bad for the climate. Dude wasn’t having it. Mans was ready!

Greatest scene & writing of all time #MontyPython

Orson Wells on start-up fund raising. Hint: Winston Churchill.