Greg Kuhlmann

The A.I. as shipping container analogy resonates. Value wasn't captured by the value-creators. It all went to the Walmarts and Amazons.

Reminder that if you see someone on the timeline or comments calling for civil war, there’s a 90% chance they’re either: > A Bot > A Foreign Adversary > Both act accordingly.

A public company CEO told me AI coding has had negligible impact on his engineering teams, instead the real transformation has been on their product and design teams using Replit. I asked him how does he reconcile this with CEOs saying that 25-50% of code is generated by AI? He said that’s also true in their case—AI does generate a lot of their code—but that whatever time saved in generating the code is lost back in debugging, reverting bugs, and security audits. So if you measure time to ship, PRs merged, or whatever high-level metric you don’t see any impact. Whereas his non-technical teams gained a fundamentally new super power of being able to make software. Prototyping with Replit makes iteration speed incredibly faster before it gets to engineering. And non-product teams—like HR—can for the first time solve problems where vendors don’t have the exact solutions they’re looking for. I was surprised to hear the part about engineering teams, and I’m sure every company will be different, but it made sense the profound impact coding agents are having on non-technical folks.

This is a more plausible end state than vibe coding. youtu.be/8rABwKRsec4?si…

The Cursor pricing fiasco is a perfect example of what I keep talking about: subscriptions (and even per-token pricing) aren't sustainable and falling costs won't fix it without some real pricing innovation

really enjoyable when you get the name of an aesthetic and it immediately becomes super tangible and concrete, for example: ‘utopian scholastic’

@jeff_weinstein SOC 2 for $100/mo would be pretty sweet.

As an early stage startup, what painful thing(s) remains oddly unsolved that be a “no-brainer” to pay $100/month for?

@sakethkotamraju But can it defeat @verisoul_ai ?

A new world record was set last week in Shenzhen when an 8,100 drone formation lifted off to show a stunning performance

@MarkDahler @amuse @unusual_whales hey thanks!

@GregKuhlmann @amuse @unusual_whales 😂 Btw, this is a really good tweet.

TAXES: Mark Cuban thinks you should pay more in taxes. The top 50% of earners in the US pay 97% of taxes. In fact, the top 5% pay 60% of taxes. Mark talks to Kamala Harris's campaign three to four times a week giving her ideas for taxing you more. h/t @unusual_whales

@MarkDahler @amuse @unusual_whales It really never occurs to you people to read to the end of the paragraph. 😂

@amuse @unusual_whales It really never occurs to these people to cut spending.

@JasonDBallard Intersubjective truths. Like the value of money.

Word of the week: Hyperstition An idea that, if believed, is more likely to be true.

Japanese customer service: After finding my size, shopkeeper quietly arranges a display of every shoe in the store available in my size.

We underestimate the expense of moving from a high-trust to a low-trust society.

This quarter, 33% of Gen Z respondents either know someone who has participated in payment fraud or have done so themselves. Read more: unusualwhales.com/news/gen-zers-…

@SarahTheHaider “Evil Chauncey Gardiner” is a consistent vision.

They have no internal consistency in their vision of Trump, he is everything and nothing. But those of us who notice are the problem, it must be the case that we wish to absolve him of all.

@abarrallen Definitely. Lattice's wrongheaded announcement will get a lot more air than their retraction: inc.com/ben-sherry/nev…

I actually think there is too much focus on E2E agents right now rather than human-in-the-loop and how humans will work together with AI to make us 10x or 100x more productive.

@tobi Doesn't track. Cars: highly regulated. College textbooks: unregulated. A better explanation: red = price-insensitive blue = price-sensitive

Everything in red is regulated in such a way that market forces don’t apply freely. Blue lines are unencumbered.

@bindureddy There hasn't been a primary challenger to an incumbent president on either side, R or D, since Pat Buchanan challenged HW Bush in '92.

The democrats are to blame for this mess! They didn’t really have a democratic primary and kicked out RFK Jr and other candidates Now they are trying to engage in back door politics to push another candidate Haha! And this is the party that is going to defend democracy 🙄

@AustinAI Yes, enhancements to LLM watermarking are starting to support this: arxiv.org/pdf/2307.16230… Doing it well means getting a lot of things right: preserving your original text’s meaning and style, distributing small keys (not gigabytes in size), proving resistance to reversing.

I wonder if it possible to cryptographically sign your writing in a way that proves you wrote it. Could there be an imperceptible pattern in the letters that serves as a private key, which could then be verified by a public key?