Sunil Kurien

@alexolegimas What qualifies as initial adoption must have been the entry level ChatGPT/Claude web UI which is mainly an optional research tool. Adoption should increase once mainstream enterprises, like most of Silicon Valley, learn to incorporate CLI/Cowork and automate workflows.

After a meteoric rise in adoption, the use of AI at work seems to be *falling*. We see it in the survey below, which had documented the rise using the same self-report methodology. We see a similar stall/drop in adoption across other sources as well (economist.com/finance-and-ec…). This is a puzzle worth discussing. The models and harnesses are getting better; we are seeing AI show up in productivity numbers (though noisy still). Is it due to surveys being self-reports? @PeterMcCrory would then be seeing different numbers in the actual enterprise adoption. Is it due to current uses being "saturated"? Unlikely to me, given what we know from theoretical vs. actual adoption gap (below).

Major cheat code for life: Increase your recovery speed. You will get rejected. You will lose money. You will embarrass yourself. The goal isn't to avoid the fall. It's to shorten the time between the fall and the reset. The ultimate life hack is the ability to quickly reset and recover. From a poor decision. From a bad interaction. From a missed workout. From a bad day. You can start over whenever you want. You can't always control what happened, but you can control how long you carry it. Fast recovery compounds.

People talk like New England is cold and miserable for half the year but it’s really just January-mid April. 3 1/2 months and then the rest of the year up here is incredible. Yes it’s chilly in November and cold in December but it’s the holiday season so it’s comfy vibes. The stretch between January and April seems like it goes by so slow so people act like winter lasts forever but it’s really not that bad. Then spring officially starts with everything blooming and it being perfectly breezy and everybody forgets how miserable they were a few weeks ago ☀️ we’re almost there everyone just hold strong

america is one of very few countries that has even tried to build a multiethnic democracy at scale, & the fact that it has a visible, loud, ongoing discourse about racism is actually evidence of relatively low tolerance for it compared to countries where racial hierarchy is just... ambient & unremarked upon. japan (lol very obvious now), korea, much of europe, india's caste system, han chauvinism in china, ethnic dynamics across the gulf states.. most of these societies don't even have the vocabulary for the conversation america tortures itself over daily. america is quite literally is one of the least if not the least racist countries on the planet, & it's not even close.

This is the expected take every time a story like this drops. Here's what's missing /ignored 1) JPM has been expanding like mad in NYC. Their total commitment (owned + leased) is now kissing 6Msf 2) Apollo just leased another 100K Sf in Manhattan last spring 3) Amex is going to be owner and sole occupier of 2wtc - 2M sf Finance's commitment to New York is probably at a 10-year high, and the prime office market is totalmente loco

@RishiJoeSanu No way. No serious thriving society will allow it. Clearly Canada and Europe are declining societies. Euthanasia when combined with government healthcare will inevitably result in state sponsored murder.

I swell up whenever I see people exercising their individual liberty to not exist. Suicide pods should be legal everywhere. Right to death is only second to right to life when it comes to individual freedoms.

@JayaGup10 Moving from Cowork to Code on the terminal shouldn’t be that difficult but we will see.

@KurienSS Cowork

Went to dinner w a bunch of people that work in PE and all use Rogo, Harvey, and now Claude. Today, Rogo adds highest value since better citations and can actually upload everything into context window / better accuracy. As Claude is able to do those things, they think they will churn Rogo / Harvey like they churned Perplexity, but it’s quite far away from there yet (esp bc of context window for them)

@HMBrough_ Plenty of Indian Christian names you can use if you wanted - Mathai/Mathew, Varghese/George, Thommen/Thomas, Skaria/Zachariah, Chacko/Jacob. No one’s going to accuse you of being a sellout.

Indians do assimilate with their names. They abandoned orthodox Sanskrit names (how many Mritwinjays and Dharmadhikaris do you meet??) and use only English phonemes. They are not going to name their kids Steve, because it would look bizarre and desperate.

@nbaschez Human touch

A lot of previously scarce signals are now abundant and therefore don’t work as signals - nice websites - well-personalized cold email - professional photos and illustrations What is still scarce?

@aaron_renn Having a form of godliness but denying its power

"Like a number of prominent influencers, he interlaces elaborate expressions of Christian piety with criticisms of Jewish supporters of Israel. Many of these influencers are 'trad Caths,'"

@alexolegimas It will reinforce the value of being physically close to your network where you can meet them in person. NYC, SF etc. should continue to benefit.

I’ve been beating this drum: by making traditional signals of effort/information obsolete (eg writing a thoughtful email), AI will *increase* the value of social capital and networks. This is not a good outcome: information technology was supposed to “flatten” interactions. But I don’t see a solution on the horizon.

It seems like AI will result in a reversion to the past - when, who you know and how you present yourself all matters more than WHAT you know. Showing up in person, building and maintaining real life relationships will now have more value - which is not such a bad thing.

@EWErickson we need a return to your type of conservative politics

Come, friends, it is story time. Let me tell you a story. As most of you know, my wife has stage 4 lung cancer. With metronomic regularity, my wife has to have scans of her lungs to make sure her tumors are not growing, and the chemo she is on is working. I tend to forget when the scan days are. They stress me out. Then I wind up forgetting I have to be off work and take my wife to her appointments. Twice, the way I remembered scan days is because @Mike_Pence reached out to say that he and Karen had been praying for Christy and knew her scan appointments were coming up. Yep, the former Vice President of the United States, once while actively serving as VP, was my reminder that my wife's scans were upcoming. He and his wife are regular prayer warriors for my wife. I say all this to note that in the past few weeks, finally having gotten tired of the relentless bullying from the very online @BaptistLeaders E.D. @WilliamWolfe towards other Christians, I spoke out, and now William regularly tries to shame me into not speaking up and not speaking out about faith issues. I have an actual (largely harmless) stalker and William is rapidly becoming a second one. William even attacked the former President of the Southern Baptist Convention for pointing out @BaptistLeaders could have worked to resolve issues at a Baptist convention, but instead chose to complain while doing nothing. A few days ago, while publicly and privately chastizing me as a slob, hypocrite, and fake Christian who needs to repent, William sent me the note attached hereto. Notice how, for a guy worried about Christianity, it was all political. He is not really concerned about my faith or Christianity. He's concerned about politics, which is why he is not very successful operating within the church. And, frankly, I'd rather be on an island with "Mike Pence types" who pray for my wife than on an island with the theobros who keep failing to turn Christ's church into an avenue for politics. When you hold yourself out as some sort of godly Christian and think Mike Pence, an actual Christian of strong convictions, is a pejorative, you are actually the problem. The @AmReformer project is doomed to fail with very hyperonline guys like William leading @BaptistLeaders because actual Christians can smell the grift and sense the heartlessness of someone way more worried about Twitter ratios and "Never Trump" than the work of the church. If your project is measuring success by the metrics of how many times you have ratioed someone, you are not actually living in the real world and need to touch some grass. It actually is funny the money spent on a project to change the church that has actually done more to alienate churches from the underlying project just because the face of the project spends more time in rank jackassery towards Christians than any other group.

@FracSlap How is Claude not enterprise grade? Of course Open Claw isn’t.

If you are IT at an oil and gas company that's building AI, you need to read this: LiteLLM just had a massive security breach where malware has been injected into their packages that steals all of your credentials and keys. This is the same week where it was discovered that Delve has been issuing fraudulent SOC 2 certifications. Delve did the SOC 2 compliance for LiteLLM—you can't make this up. AI has the same exact problem that crypto did: There aren't any adults in the room. LiteLLM has 95m monthly PyPi donwloads, making it one of the largest supply chain attacks in the AI industry. And now oil companies are giving their employees access to Claude code and openclaw with free reign and unlimited exposure to whatever technologies their employees desire to use and leverage. This will end up being catastrophic. You need enterprise grade AI systems.

Markdown is not just text. Markdown is code. You'll see.

@samstein I want to die too (to the self). This is common Christian parlance.

admittedly, i'm jewish. But i'm guessing this one is not common christian doctrine

@RishiJoeSanu If she was this talented, she should have chosen the private sector. Not sure if the IFS guarantees a good experience either. Work in the private sector first, do policy and diplomacy later.

Someone from my neighborhood, born and brought up in Dubai, returned to Kerala after 10th grade for PC Thomas coaching. She could speak both Malayalam and Hindi due to her circles in Dubai but was weak when it came to her written language. She cleared all her CSAT papers for UPSC with flying colors after engineering *except* for the mandatory qualifying language paper. She was confused between the choice of Malayalam and Hindi for the language paper (because she couldn't write either language adeptly), ultimately went with Hindi but didn't have enough writing chops to get the qualifying score in the paper. In the end she dropped her UPSC pursuit, got her MPP (Master of Public Policy) from Harris School of Public Policy at University of Chicago on scholarship and now works as a policy analyst for a top Washington DC based think tank.

Feels like we need a day without a new Claude feature so we can actually sit down and learn all the new stuff

@BoringBiz_ IBs sell process, execution and rigor. Complicated models convey rigor but you still have to understand it so you can communicate it to other humans - and that won't go away even with Claude.

Investment banking analysts watching Claude create an LBO model from scratch knowing that they are about to lose their job