OODA
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@ooda
The OODA Network is a community of global business leaders, technologists, intelligence and security professionals. Join to understand tomorrow today.
Hot take on what comes next, after the sudden decline of tokenmaxxing: - OpenAI will struggle - with the decline of tokenmaxxing Anthropic will struggle (aside from this quarter) to make a profit - Google will catch up to Anthropic - some Chinese companies might, too - LLMs will become commodities; margins will be very very thin - Most of the companies that invested massively in them will struggle to make back their investments - SpaceX’s AI efforts will flail - Nvidia will eventually decline, once all of the above becomes widely recognized.
From orbit to Times Square. Thank you to @Nasdaq for celebrating our Series B and inviting the team to the Closing Bell later this week.
"Speed wins." "You have to be willing to commit to being fast. You can't have long bureaucratic processes. You can't have a risk-averse posture." @pmarca explains the OODA loop — and why the fastest operator controls the narrative in business, media, and politics: "There's a framework called the OODA loop, originally developed for fighter pilots and later for broader military strategy." "It stands for observe, orient, decide, act. It's basically the decision-making cycle." "If speed is the thing that matters, then the person who gets through that cycle the fastest is the one who's going to win." "If you can have a sustainably faster OODA loop processing cycle than the next guy — think about what happens… You operate and make a decision within an hour. The other guy is still inside his own OODA loop when you make your decision. He's only halfway through his process and now has to start over. You've changed the parameters of what's going on." "This is also a big explanation for what's happened in traditional media." "The New York Times has its own OODA loop, and it's like 24 hours to go through its process."
