Micah MacDonald

Palantir CEO Alex Karp rips into AI slop companies: “The appearance of software working, is not software working.” “The slop getting a lot of attention is dangerous in terms of the hyperbolic rhetoric—that there will be no jobs because of slop, nothing will work, we will have a god-like figure in the name of AI.” “In fact, what actually does work is a platform built by a motley crew of highly-technical people who over 20 years have been maligned for being right.”

A huge part of my job is taking on the jobs in my company that suck the most, doing them until I find an elegant solution/tool to make the job easy and somewhat fun. Then handing it off the another member of my team while I pick up the next most painful job.

Dumb people are impressed by complexity. Smart people are impressed by simplicity.

I’ve been saying for awhile that AI capex will be a 2% tailwind to GDP growth this year. In fact, according to a new report from Morgan Stanley, the numbers are even stronger — more like 2.5% this year and over 3% next year. And this understates the impact of AI for two reasons: (1) This is just investment by 5 hyperscalers; it doesn’t include all the startups and other companies investing in AI. (2) Capex is the investment to create the token factories; it doesn’t count the economic activity resulting from what happens inside the token factories. Those tokens are now being used to generate code (bespoke software) that will increase productivity throughout the economy. The ROI on capex is likely to dwarf the capex itself, which is why investment continues to grow. In Q1, AI was already 75% of GDP growth. That trend is likely to continue. Technology leadership has always been America’s great strength, and it’s driving the economy forward. Polls may show that AI is not popular, but economic growth is. At this point, stopping progress in AI would be equivalent to halting the U.S. economy.

I don't care that it's AI. I really want this "new" Delorean.

INSANE. Seattle's Socialist Mayor responds to exodus of wealth from Washington state by saying "BYE" ... then laughing. We're doomed.