Craig Sanders

Ted Lasso: Season 1, Episode 8, Dart scene Should be required viewing

@ColbyCohen36 The bulldog…

I’d be heart broken if Joe Pereria left BU, but if Yale doesn’t seriously consider him then they are nuts!

@DaveShapi @AlexanderTw33ts We really need to stop talking about number of jobs created unless people are willing to address wages. AI is deflationary.

@AlexanderTw33ts In the short term, maybe. Not sure how you figure that in the long run, though.

its counter intuitive but smarter AI actually means more jobs

Big day for AI infrastructure. Jensen guided at least $1T in cumulative Blackwell and Rubin chip revenue through 2027 at GTC. Meta signed up to $27B with Nebius for dedicated cloud capacity starting early 2027. The capex commitments keep getting bigger.

“The rate of change in the next 6 months will exceed that of the last 10 years.” - an AI CEO

The articles that declare that people are working *more* due to AI isn't some counterintuitive insight that somehow goes against job displacement. It's part of the process of ultimately removing them. You are a cost. With AI you are now expected to do more to justify your six figure salary. You have a finite capacity based on time and energy constraints. Eventually the efficiency scale tips and you become the bottleneck. These half baked articles do nothing but keep people's heads in the sand and hurt their ability to handle difficult roads ahead.

@Scobleizer There is a possible bridge to what Elon describes. It's not taxing AI or billionaires. It's in the form of infrastructure capex. And the capital is already earmarked just misdirected. And when aligned properly it accelerates America's buildout and provides a cushion for people.

Elon’s dream might seem ridiculous. And it is. In today’s context. This will require all billionaires to share with everyone. Chances that would happen? Not very likely. But we should put together a pitch to try to convince them. A group of them meets for lunch in Dallas every month. I bet we could get a slot if our pitch was good enough. What do they get in return? How about a statue in Times Square to start? I believe we could convince them. Or at least enough of them to try a few things together. I watched the founder of @stoke_space pitch this particular lunch group in Dallas a couple of years ago. A friend invited me who is always invited to this lunch. He pretty much made that kind of pitch to get his rocket company to the next stage. Slightly different: his pitch was to save their lifestyles by building defenses against hypersonic missiles. And it worked. By the way, hey Elon does talking to an AI all night constitute “a job?” I believe it does. I built a new way to read X by doing so. Will turn that on real soon now. Brayden and I are meeting in the morning to see if we can launch it this week. My new job is talking to AIs and in my case it is voluntary. Put my own money into it. If it brings me a high income I will be impressed. I don’t expect it to survive long. If I can build such a thing an engineer at X can too. Hey @grok does @nikitabier still hate lists? Prediction: he won’t after he sees what my AI did with them.

@arrington yolo everything

Not sure how to trade this information.

"Go all the way until it hurts. If you're doing something and it's easy, it's not valuable." - @travisk "If anyone says a strategic thing was easy, I'm like, 'You messed up. You could have gone way further. More competitive advantage. More differentiation. Get it together.'"

the zirp era created a weird implicit social contract which was that if the company is healthy then jobs were safe. that contract is now gone. the replacement is closer to the old industrial logic which is that labor is a cost to be minimized at every point in the cycle & now with ai that is clearly on the table to the tune of at least 17k peeps at meta being chopped.

Energy and infra are leaving the rest of AI behind Charts of the week: a16z.news/p/charts-of-th…

@unusual_whales "Tell them to make no mistakes."

AI agents are now hiring humans to carry out real-world tasks, per WIRED

You are now a tool call

Alex Karp says universities should have warning labels similar to cigarettes: "This student debt may be harmful for your financial health."

The run on inference capacity is coming. You have been warned.

Palantir CEO Alex Karp believes Ai will reduce the political and economic power of white collar female (mostly Democrat) voters: "If you are going to disrupt the economic and political power significantly of one party space, highly educated, often female voters who vote mostly Democrat ... and you feel like that's going to work out politically, you're in an insane asylum" "You cannot have this technology disrupts humanity's trained, largely Democratic voters, and makes their economic power less, and increases the power, economic power of vocationally trained working class, often male voters."

What if I told you the only way to counter the issues he brings up is to actually ... build more data centers? It will soon be obvious in hindsight that moratoriums come with tremendous opportunity costs for communities.

AI is going to drain a lot of moats.

“We predict that far more dramatic progress will follow in the next two years.” Difficult to fathom this rate of change. Too many very smart people are operating with a lens that just no longer applies.

NVIDIA/Jensen on how AI is a five-layer cake: "Energy → chips → infrastructure → models → applications. Every successful application pulls on every layer beneath it, all the way down to the power plant that keeps it alive. We have only just begun this buildout. We are a few hundred billion dollars into it. Trillions of dollars of infrastructure still need to be built."

"Americans feel left behind by the growing economy," per CNBC