Jeff Hine
983 posts
Jeff Hine
@jdhine
Jeff is a writer, storyteller, and marketer. Blockchain Fan, Metaverse Explorer, lead singer Beautiful Buzz
New York Katılım Ağustos 2010
547 Takip Edilen537 Takipçiler
Here's the most contentious part of Ryan Cohen's CNBC Squawk Box interview about the GameStop-EBAY acquisition.
This is a HEATED back and forth, uncommon for financial news. $GME
Sorkin, at one point is in disbelief at RC's repetitive answering to his question.
English
Jeff Bezos just told you exactly how to price AI.
Nobody listened.
Bezos: “AI is real and it is going to change every industry. In fact it’s a very unusual technology in that regard in that it’s a horizontal enabling layer.”
Horizontal enabling layer.
Three words that reprice the entire technology sector.
The iPhone was a vertical. One product. One new market.
Electricity was a horizontal. One substrate that rewired every market on Earth.
Wall Street is pricing AI like it is the next iPhone. Bezos is telling you it is the next electrical grid.
Right now, thousands of companies are trying to sell AI as a product.
A feature. A tool. A subscription tier.
Every single one of them will be priced to zero.
You do not sell a horizontal layer. You do not compete with it. You build on top of it or you disappear beneath it.
For a century, entire industries survived on one thing. Complexity.
The friction of navigating law, medicine, logistics, finance. That was the moat. If you could not memorize the maze, you could not compete.
A horizontal layer does not navigate the maze. It dissolves the walls.
Electricity did not compete with the candle industry. It erased the need for one.
The most dangerous part of a horizontal shift is how quiet it is. It moves underneath the economy. The surface looks normal. Revenue still holds.
Every day you operate on the old substrate, you accumulate a debt you cannot see and cannot repay.
The internet repriced distribution. AI is repricing cognition itself.
When intelligence becomes a utility that runs through the walls of every company on Earth, the premium on human expertise does not erode. It evaporates.
This is not a disruption. Disruptions replace products.
This replaces the ground you are standing on.
English
@VishweshIndia Ironic to do this post with a poorly produced, badly edited, AI generated video.
English
@FinanceLancelot What's most interesting (writer bias here) - the most obvious tell that this is AI is the bad story and dialogue :)
English
@MikeSalvatore10 Same roster as last year is looking really optimistic.
English
Me when I realize the Yankees are really gonna run the same roster back in 2026
English
A Simple ‘Yes or No’ Question.
Q: Should we simply and completely “defund the police” and disband the military?
English
@ericweinstein I think the question is just a simple proxy for trust in government
English
A Simple ‘Yes or No’ Question.
Q: Should all taxes of any kind simply be abolished?
English
Parents, would you do this with your child?
English
@Interlingua3 @VivekGRamaswamy Ha! - yes of course - thanks William - it not like we just had it :)
English
@jdhine @VivekGRamaswamy You've got your holidays mixed up there. Memorial Day is near the end of May. Far more than a week between it and the second Monday of September.
You mean Labor Day.
English
I was in U.S. history class in 11th grade on 9/11. We didn’t just learn history, we watched it unfold as we watched the aftermath of the catastrophe. I remember to this day watching the heroism of the firefighters, police officers, and first responders who ran not from Ground Zero, but toward it, to help their fellow Americans in need. We honor those brave Americans today - and those who lost their lives as well as their families.
In the weeks that followed, we weren’t black or white; gay or straight; Democrat or Republican. We were all American. In the face of tragedy, we found unity. In the face of despair, we found renewed hope. Even as we pray that no calamity like it ever happens again, we can still long to be reunited once again as one nation under God.
Now 22 years later, we have a growing generation of young adults who weren’t yet born on that infamous day. We have an opportunity to ask how we commemorate our national identity on this day. We should celebrate our ability to gradually heal even our deepest wounds. We will forever continue to pursue our more perfect Union.
We will honor the heroes and the fallen at the 9/11 Memorial tonight at FDNY 10 House. 🇺🇸
English
@carlquintanilla @zillow After decades in NYC - I moved. The summer heat become unbearable. Yeah, there’s some truth here.
English
ZILLOW: “More than 4 out of 5 prospective home buyers consider climate risks as they shop, new @zillow research shows.”
zillow.mediaroom.com/2023-09-05-Mor…
English
@heyitsnoah Feels like it’s because of its “predictive” nature. Tells us what should be next vs telling us what is. I think I learned that at your conference 😀
English
I keep going down this line of thinking that AI is fundamentally counterintuitive—as in, we have an intuition for what computers are good at and almost every one of those things AI is bad at (and vice-versa). Anyway, I made a chart to try to make the point recently.
English