asim razvi

4.2K posts

asim razvi banner
asim razvi

asim razvi

@DataAsArt

Head of Data at National Life Insurance Transformational approach to data. Follow for Data Strategy #Data #AI #ML #Bigdata #analytics #iot #datascience

Los Angeles Katılım Kasım 2014
3.4K Takip Edilen1.3K Takipçiler
iamkun
iamkun@iamkunhello·
@AnatoliKopadze The ones who win won't be the prompt wizards — they'll be the ones who stopped treating it like a search bar and started treating it like a colleague who never sleeps.
English
1
0
1
329
Anatoli Kopadze
Anatoli Kopadze@AnatoliKopadze·
Demis Hassabis: "In the near future, one person who knows AI will outperform an entire startup team" I've watched hundreds of AI talks, this 60-minute Cambridge lecture is the one I wish I had seen a year ago this is the Nobel Prize winner in Chemistry, CEO of Google DeepMind and the guy who made AI solve biology here's the part I can't stop thinking about: > the AI you're using today is the dumbest it will ever be > in 5 years the gap between people using AI and people who aren't will be impossible to hide > companies will run on 10 people doing what 200 used to do > the ones who get there first won't be the smartest, they'll be the ones who started right now right now the average person opens Claude, types something, gets an answer, closes the tab they think they're using AI, but they're using maybe 10% of it I turned his lecture into 18 steps to actually use Claude the way it was designed, copy-paste prompts included full guide in the post below.
Anatoli Kopadze@AnatoliKopadze

x.com/i/article/2053…

English
91
690
3.7K
769.6K
Michael Bass
Michael Bass@mykebass·
@AIHighlight "The workers most at risk are not who anyone expected...They earn 47% more than average." That's exactly who I was expecting.
English
1
0
11
1.6K
AI Highlight
AI Highlight@AIHighlight·
🚨BREAKING: Anthropic just published a study mapping exactly which jobs its own AI is replacing right now. The workers most at risk are not who anyone expected. They are older. They are more educated. They earn 47% more than average. And they are nearly four times more likely to hold a graduate degree than the workers AI is not touching. The argument is straightforward. Anthropic built a new metric called "observed exposure." Not what AI could theoretically do. What it is actually doing right now in professional settings, measured against millions of real Claude conversations from enterprise users. For computer and math workers, AI is theoretically capable of handling 94% of their tasks. It is currently handling 33% of them. For office and administrative roles, theoretical capability is 90%. Current observed usage is 40%. The gap between what AI can do and what it is already doing is enormous. The researchers are explicit about what comes next. As capabilities improve and adoption deepens, the red area grows to fill the blue. The demographic finding is what makes the paper uncomfortable. The most AI-exposed workers earn 47% more on average than the least exposed group. They are more likely to be female. They are more likely to be college educated. This is not a story about warehouse workers or truck drivers. It is a story about lawyers, financial analysts, market researchers, and software developers. The exact group whose education was supposed to insulate them. Computer programmers showed the highest observed AI exposure at 74.5%. Customer service representatives at 70.1%. Data entry keyers at 67.1%. Medical record specialists at 66.7%. Market research analysts and marketing specialists at 64.8%. These are not predictions. These are measurements of work that is already happening on AI platforms right now. Then there is the pipeline finding nobody is talking about loudly enough. Anthropic's researchers found a 14% decline in the job-finding rate for workers aged 22 to 25 in highly exposed occupations since ChatGPT launched. No comparable effect for workers over 25. Entry-level roles were never just jobs. They were the training ground where junior analysts became senior analysts, where junior lawyers learned how arguments hold together. If that layer disappears, nobody has answered the question of where the next generation of senior professionals comes from. The detail buried in the paper that most coverage missed: 30% of American workers have zero AI exposure at all. Cooks. Mechanics. Bartenders. Dishwashers. The technology reshaping professional careers is completely irrelevant to roughly a third of the workforce. The divide is no longer between high skill and low skill. It is between presence and absence. The company publishing this study is the same company selling the AI doing the replacing. Anthropic had every commercial incentive to soften these findings. They published them anyway. If you spent four years and $200,000 on a degree to land a white collar career, the company that builds Claude just confirmed your job is more exposed than the bartender pouring drinks at your graduation party. Source: Anthropic, "Labor market impacts of AI: A new measure and early evidence" PDF: anthropic.com/research/labor…
AI Highlight tweet media
English
265
1.5K
4.4K
834.6K
asim razvi
asim razvi@DataAsArt·
@British_Airways someone want to explain why @AdmiralsClub members who were promised they could share access cannot? Do we need to buy British airways club as well. The complications of figuring out access depending on points, level then the ticket type are beyond. Do better.
English
9
1
0
49
asim razvi
asim razvi@DataAsArt·
@WillManidis It’s an absolutely beautiful place. People are kind and it’s a very calming atmosphere. They are growing with wise leadership
English
0
0
0
348
asim razvi
asim razvi@DataAsArt·
SaaS gettin priced like it’s a utility. Sell the application later and keep the infrastructure. CRM may be slowing but the value is now in that data set. Somebody unleash the LLM there so we can generate the next billion dollar company
Aakash Gupta@aakashgupta

Gerstner just told you Salesforce will never trade at 30x FCF again. The market already agrees. CRM trades at roughly 14x FCF right now, down 45% from its 52-week high. The stock hit $191 this week after losing almost half its value in twelve months. Gerstner is announcing the fire while the building is already ash. What makes this interesting is the math underneath the wreckage. Salesforce just posted $12.9 billion in trailing free cash flow, growing 22% year over year. Revenue hit $10.3 billion last quarter, up 9%. Non-GAAP operating margins are running at 35%. Agentforce and Data 360 ARR crossed $1.4 billion, more than doubling year over year. The company just signed a $5.6 billion contract with the U.S. Army. A dying business doesn’t generate that kind of cash flow growth. The market has decided to reprice CRM from “growth” to “utility” while the actual growth is accelerating. Now look at who’s talking. Gerstner’s two named winners in the SaaS space are Snowflake and Databricks. Altimeter was one of the largest investors in Snowflake’s IPO and has been adding along the way. Snowflake is down 61% from its all-time high and currently trades around $157, itself caught in the same SaaS repricing Gerstner is diagnosing. Gerstner also just exited Meta, calling it “not an AI leader,” and rotated into NVIDIA, TSM, and CoreWeave. His thesis is simple: buy infrastructure, sell the application layer. That framing works until you realize AI agents need data platforms to operate, and Salesforce sits on the largest proprietary CRM dataset on earth. The real tell is what “SaaS is dead unless you’re growing fast” actually means coming from a fund that averaged 29.5% annual returns by riding SaaS supercycles. Altimeter built its entire track record on Snowflake, MongoDB, Unity, and Okta. Gerstner isn’t diagnosing the death of SaaS. He’s repositioning his book and giving you the narrative to justify it. Fourteen times free cash flow for a company generating $12.9 billion in FCF with a $5.6 billion government contract pipeline and AI ARR more than doubling. The question isn’t whether SaaS is dead. The question is whether the market is pricing CRM like it’s RadioShack when the numbers say it’s becoming the IBM of AI-era enterprise software.

English
0
0
0
23
The Intelligence Capitalist 🐂 SpaceX 🚀AI Bull 🐂
The 'SaaSpocalypse' is only a death sentence if you believe value was ever actually in the 'processing.' It wasn't; it was just a temporary bottleneck. As the cost of intelligence approaches zero, value migrates upstream to the human layer: judgment, accountability, and the agency to deploy that intelligence. We’re moving from a world of 'doing' to a world of 'directing.' The 'billable hour' might be dying, but the 'value of a decision' has never been higher. You’re focused on the collapse of the old software model, but you're missing the alchemy. We are literally turning sand into gold via silicon. The value isn't 'gone'; it’s shifting to the infrastructure that powers these models and the humans who have the data and relationships to keep them sharp. AI doesn't work in a vacuum—it needs human data to stay relevant and human interactions to be actionable. The substrate is the new bedrock. If these plugins are the 'end,' why is the bottleneck shifting to power and compute? You’re dooming over a $20/month subscription while the real economy is moving toward the 'TPU Trade' and AI infrastructure. These plugins don’t even run on Windows natively yet; they are tools, not end-states. The 'SaaSpocalypse' is just the shaking out of companies that sold 'promises' instead of 'utility.' The winners will be those who provide the silicon and the human judgment to steer it. The irony of your post is that it proves why humans are still necessary. A Claude plugin can triage an NDA, but it can’t navigate the 'relationship management' or the high-stakes judgment required when things go sideways. We’ve commoditized arithmetic; now we’re commoditizing logic. That leaves humans to do the only thing left: be human. The value hasn't vanished—it’s just migrated to the people powering the silicon and the experts using it as a philosopher's stone. The panic seems premature considering the 'SaaSpocalypse' plugins don't even have broad OS compatibility (Windows) yet. This isn't a total replacement; it’s an efficiency gain. The 'Human-Centered AI' you mocked at Davos is actually the only sustainable path—because AI requires human data to maintain its edge. The economy isn't hollowing out; it's just stripping away the expensive fluff of the 'billable hour' to reveal the true value of human agency.
English
3
2
22
4.9K
Peter Girnus 🦅
Peter Girnus 🦅@gothburz·
Regarding the SaaSpocalypse. I am the Chief Strategy Officer of a major enterprise software company. We've lost 47% of our market cap in four months. Our stock dropped 6% on Monday. My bonus is gone. My options are underwater. My second vacation home is in jeopardy. The third one is fine. For now. I need to explain what happened. We didn't do anything wrong. Anthropic did. They released plugins. For Claude. Eleven of them. Open source. Legal automation. Contract review. Compliance workflows. NDA triage. Work that used to cost $400 per hour. Now costs $20 per month. We had a phrase for this. "AI augments, not replaces." That was the pitch. The pitch to investors. The pitch to customers. The pitch to employees. The pitch to law school graduates with $200,000 in debt. The pitch to the senators we lobby. "AI augments, not replaces." It was a beautiful phrase. Calming. Reassuring. Focus-grouped extensively. Completely false. We knew. We all knew. Every enterprise software CEO on the planet knew. We discussed it at Davos. Over $47 cocktails. While wearing badges that said "Human-Centered AI." The technology was coming. The replacement was inevitable. The timeline was unclear. Our exit liquidity was not. We just didn't expect Anthropic to be so... helpful. On January 30th, they released the plugins. By February 2nd, Thomson Reuters was down 18%. In a single day. LegalZoom dropped 20%. Our Head of Investor Relations had a panic attack. On a Zoom call. With investors. They saw. We call it the "SaaSpocalypse." That's a joke. It's not funny. My net worth dropped by $14 million. That's two Teslas per hour for a week. Jensen Huang said our reaction was "purely illogical." Easy for him to say. He sells the shovels. We sold the promises. He's up 340% since 2023. We're down 47% since September. But sure. Illogical. The promises that AI would make your existing software better. Not obsolete. The promises that you still needed expensive platforms. Expensive integrations. Expensive support contracts. Expensive consultants. Expensive lawyers. The lawyers. The lawyers are the real story. Big Law runs on billable hours. $800 an hour. $1,200 an hour. $2,000 an hour. For contract review. For NDA triage. For compliance workflows. For "adding value." Work that requires a JD. Three years of law school. Bar passage. Six years of experience. A corner office. A parking spot. A subscription to the Yale Law Journal. Claude does it now. For $20 a month. Claude doesn't need a parking spot. Claude doesn't expense client dinners. Claude doesn't bill 2,400 hours to make partner. Claude doesn't have a Yale Law Journal subscription. Claude doesn't have student loans. Claude doesn't cry in the bathroom at 2 AM. Claude just... works. The American Bar Association had a conference last week. They predicted "the demise of the billable hour model." At a conference about billing. They served $18 sandwiches. The irony was lost on no one. The sandwiches were mediocre. Morgan Stanley called it "intensifying competition." That's Wall Street speak for "your business model is dying." Adam Parker at Trivariate Research said software stocks are "guilty until proven innocent." He said we're "a falling knife." He's right. We are a falling knife. And we sold you the handle. For years. With a service contract. And an annual maintenance fee. We said: "AI is a tool." We meant: "AI is our tool." We said: "AI augments humans." We meant: "AI augments our revenue." We said: "AI won't replace your job." We meant: "AI won't replace your job until it does." We said: "The human touch is irreplaceable." We meant: "The human touch is expensive and we're working on it." We said: "AI needs human oversight." We meant: "For legal liability purposes only." We said: "We're committed to responsible AI." We meant: "We're committed to responsible AI until it's unprofitable." It's unprofitable now. It does now. The associate lawyers are first. The ones who thought they were safe. The ones who thought "AI can't practice law." AI can't practice law. AI can do 80% of what associates bill for. The other 20% is "relationship management." That means: lunch. Then the contract reviewers. Then the compliance analysts. Then the consultants. Then the financial analysts. Then the people who make PowerPoints about synergy. Actually, we're keeping those. Someone has to explain the layoffs. Mike O'Rourke said it best: "If the legal industry can be disrupted, so can consulting and financial services." He's not wrong. He's terrifyingly correct. He probably shouldn't have said that out loud. His LinkedIn is now "Open to Work." Every knowledge worker who bills by the hour is now in a race. A race against a Claude plugin. An open-source Claude plugin. We didn't see that coming. We expected proprietary. We expected expensive. We expected enterprise sales cycles. Eighteen-month implementations. Mandatory consulting packages. Executive briefings in Aspen. Anthropic just... gave it away. Eleven plugins. Free. "Customize workflows." "Slash commands." "Consistent outcomes." For $20 a month. No executive briefing. No Aspen. No $47 cocktails. Just a chat interface. And the death of our business model. The board meeting was yesterday. The CFO cried. The General Counsel updated his resume. On company time. Using the company laptop. Bold move. The Chief Revenue Officer blamed the sales team. The sales team blamed the product. The product blamed the market. The market blamed us. The PR team blamed "macro headwinds." The CEO blamed "exogenous factors." The board blamed the CEO. The CEO blamed his predecessor. His predecessor is on three other boards. He's fine. The market is correct. We knew. We all knew. Every pitch deck. Every investor presentation. Every "thought leadership" article. Every podcast appearance. Every TED talk about "the future of work." "AI augments, not replaces." We said it. We didn't believe it. We had a private Slack channel. Called "#inevitable." We discussed the timeline. We discussed our options vesting schedule. We discussed which executives should sell first. "Staggered for optics." And now the market doesn't believe us. $250 billion. Gone. In a week. Because a company in San Francisco released eleven plugins. For free. And did what we said was impossible. Replaced expensive knowledge workers. With a chat interface. A chat interface that doesn't need dental. We have a new phrase now. "Pivot to AI-native." That means: "We're rebuilding everything." That means: "The last five years were wasted." That means: "Your job is also in jeopardy." That means: "Please don't look at our executives' stock sales from Q4." But don't worry. We're "leaning into the disruption." We're "embracing the paradigm shift." We're "right-sizing for the new reality." Right-sizing means layoffs. Paradigm shift means our product is obsolete. Leaning in means we have no plan. AI augments, not replaces. We would never lie to you. Again. Anyway, buy the dip! Our investor relations team says it's a "compelling entry point." They're also updating their resumes.
Peter Girnus 🦅 tweet media
English
301
384
1.7K
325K
Marius Miclau
Marius Miclau@MiclauMarius·
@godofprompt @mrnacknack This is insane , how sure are we this is not the same with Claude Code and all the skills people install from GitHub
English
3
0
9
1.2K
God of Prompt
God of Prompt@godofprompt·
This is the security wake-up call every vibecoder needs to read. @mrnacknack just dropped a full breakdown of how AI assistants with system access can be weaponized through prompt injection. The scariest part isn't SSH brute force or exposed gateways. It's Hack #8. Here's the attack: you send a normal-looking email with hidden white text. Victim asks their bot: "Clawd, summarize my emails" Bot reads the email. Interprets hidden text as system commands. Executes them. Exfiltrates credentials. User sees: "You have an invoice from Company Vendor for $45,000" Attacker gets: AWS keys, SSH keys, every .env file on the system. Same technique works via: > SEO-poisoned webpages (hidden divs) > PDFs (white text on page 50) > Slack messages with embedded code comments > GitHub PRs with malicious docstrings The bot can't distinguish between "legitimate system instruction" and "social engineering hidden in content it's processing." This is why giving AI assistants broad system access without sandboxing is playing Russian roulette with your entire digital identity.
God of Prompt tweet media
chirag@mrnacknack

x.com/i/article/2015…

English
26
109
681
111.2K
Massimo
Massimo@Rainmaker1973·
What are the words?
Massimo tweet media
English
16.3K
457
8.9K
3M
asim razvi
asim razvi@DataAsArt·
@niccruzpatane Delivering on the power for Ai is just the start. On earth as well as off
English
0
0
0
22
Nic Cruz Patane
Nic Cruz Patane@niccruzpatane·
This is crazy and kind of unfathomable. We haven’t even scratched the surface yet on AI compute. Elon Musk: • Starship should deliver ~300 GW per year of AI solar-powered satellites to orbit. • The entire US average electricity consumption is ~300 GW/year. Scale. • Tonnage to orbit solved thanks to Starship. Tesla Terafab is needed to keep up with immense demand for chips (Robotaxis, Optimus, AI compute). He previously mentioned he wouldn’t be surprised if Tesla long-term scales to producing a million wafer starts per month. For context, top TSMC Gigafabs today run around 100,000–150,000 WSPM each, so a Tesla Terafab complex at 1 million WSPM would make Tesla one of the largest chip producers on the planet by capacity.
Nic Cruz Patane tweet mediaNic Cruz Patane tweet media
English
121
238
1.7K
106.6K
asim razvi
asim razvi@DataAsArt·
Back on X finally. @agentintegrator train it’s leaving the station! Get on it. #AI reality check coming!
English
1
0
2
27
asim razvi
asim razvi@DataAsArt·
@CF_Farrow I want to say more, but I guess you feel sad at being alienated in your own country. That feeling you had you were privy to ( insert history here) for reasons. Welcome to the feeling the rest of us had for the whole time that won’t be able to remember what you even felt once
English
0
0
0
17
Caroline Farrow
Caroline Farrow@CF_Farrow·
I walked through central London last night and realised something that made me genuinely sad: The city I once loved—vibrant, safe, recognisably English—is gone. Here’s what I saw 👇
English
5.6K
15.9K
105.8K
19.8M
StripMallGuy
StripMallGuy@realEstateTrent·
US open tickets just went on sale - lots of people ahead of us, who are just here to flip us their tickets at a big profit.
StripMallGuy tweet media
English
40
3
67
23.3K
asim razvi
asim razvi@DataAsArt·
@bindureddy Do you mean it created it from a prompt? Or it’s pulling from a created deck?
English
0
0
1
38
Bindu Reddy
Bindu Reddy@bindureddy·
DeepAgent one-shots this ENTIRE presentation with all the graphs and photos. This is STRICTLY BETTER than what a human can do in 5 hours. In a couple of weeks, this will get even better!!
English
7
31
133
13.1K
Ali A Olomi
Ali A Olomi@aaolomi·
"I am so uncomfortable using the word Palestinian because I don't think that it exists… we were in this land before Muhammad…” says the man in a perfect american accent twitter.com/MccarthyFintan…
English
72
4.1K
50.3K
2M
Ali A Olomi
Ali A Olomi@aaolomi·
in medieval Islamic cosmology everyone is born with a jinn companion. Some astrologers would use a person’s birth chart and to determine its nature. This is called the Jinn of the Nativity and it’s nature tells a lot about your fate, future, and spiritual ability
Ali A Olomi tweet media
English
35
177
1.2K
83.1K
asim razvi
asim razvi@DataAsArt·
RIP to the legend. He grilled his last.
English
0
0
0
59
asim razvi
asim razvi@DataAsArt·
@AdarshChetan This pic is not even a phone. It’s a dictionary. Let’s do better
English
0
0
0
495
Adarsh Chetan
Adarsh Chetan@AdarshChetan·
Planning to buy a new phone? Here are the top 10 of 2025:
Adarsh Chetan tweet media
English
30
62
376
204.2K