Jason Davis

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Jason Davis

Jason Davis

@profjason

Prof @INSEAD studying digital innovation & networks, especially AI, agents & crypto; network agency theory; https://t.co/jwHi39Hypw ex @StanfordEng @Caltech @MIT

Singapore/California/Texas Katılım Kasım 2014
2.7K Takip Edilen1.9K Takipçiler
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Jason Davis
Jason Davis@profjason·
I’m pleased to announce the publication of my new book, “Event Horizon Strategy: Enhance Careers, Create Business Value, and Avoid Industry Disruption with Generative AI.” This book is about how organizations can navigate an era of dramatic technological acceleration by AI without being overwhelmed by it. AI’s impact is like a black hole—a singularity with a strong gravitational pull, beyond which it is difficult to predict the outcome. Generative AI is reshaping competitive landscapes, organizational capabilities, and the very nature of work. The central question that Event Horizon Strategy answers is how to prepare for this profound uncertainty without either halting progress or rushing forward recklessly. Event Horizon Strategy is intended for practitioners – executives, managers, frontline employees, engineers, entrepreneurs, and investors – who are grappling with where to invest their attention and resources. It provides a strategic framework for understanding when to delay, when to commit, and when to selectively experiment with emergent AI capabilities. The book is unique in highlighting best practice use cases for deriving value from AI. It takes an organizational perspective, including across various lenses – individuals seeking to improve their workplace productivity, the functions like HR, finance, sales & marketing, and R&D that are transforming their activity systems, and industry verticals like banking, manufacturing, software development, and retail that are competing with best practices around generative AI adoption. Rather than prescribing one universal path, the framework emphasizes deliberate, iterative learning—an approach I term “flexible experimentation.” It is my view that those organizations able to navigate uncertainty by thoughtfully adopting and refining their generative AI applications will be better positioned for long-term adaptability and resilience. In some ways writing a book about AI is a fool’s errand, as AI is changing so fast, so anything you write down may be obsolete soon after you publish it! Still, there are enduring principles and concepts that can guide thinking and decision-making. The book attempts to distill the core strategic patterns, highlight best practice use cases, and provide a language through which we can debate and refine our approaches. I plan to update the cases and specific best practices in future editions, ensuring that the foundational frameworks remain useful as the technology advances. I’m grateful to the many individuals who informed these ideas. Over recent years, I’ve conducted field research at bigtech and startup companies building large language models (LLMs), engaged in discussions with AI executives and engineers, and worked closely with leaders and learners across various industries through my teaching in my Executive Education program “Leading AI and Digital Transformation” and my MBA course “AI Entrepreneurship,” where I have used cases I’ve written on Tesla, OpenAI, and Palantir in my teaching. Their insights, feedback, and sometimes skepticism have sharpened this project. It’s my hope that Event Horizon Strategy will help open further dialogue around how best to navigate a future defined by generative AI, and that it will serve as a resource for those seeking both intellectual rigor and practical guidance. amazon.com/dp/B0DPD9JSB1
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Jason Davis
Jason Davis@profjason·
After building their AI Apps, the MBAs in my AI Entrepreneurship elective at INSEAD stepped it up again with their AI Agents 🤖 Great use of tools like Telegram/WhatsApp bots, browser automation (Selenium), GitHub integrations, and AI coding agents across the stack. Their agents tackled real-world problems such as: a trip planner that autonomously polls group preferences and coordinates itineraries for seamless planning; a rental agent that monitors listings, evaluates options, and even contacts agents; a job search agent automating discovery, evaluation, and applications; a CV customization agent that tailors resumes and applies via LinkedIn workflows; an automated social media agent for a health/wellness platform; and a Chrome extension for personal knowledge management and synthesis. Awesome to see deeper agentic workflows layered on top of their apps, congrats to the teams on some impressive builds! It was great to have you in class :)
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Jason Davis
Jason Davis@profjason·
Some very interesting apps developed by the students in my “AI Entrepreneurship” INSEAD MBA class today!  This year’s apps include an AI powered personal stylist, social trip planner, wellness coaching app for the overwhelmed, body care guide, banking credit evaluation took, and a cross-language strategic insight engine about companies. Some use of Replit, Lovable, and Vercel, but a lot more adoption of AI coding agents in the cli like Claude Code and Codex. Congrats folks on some nice apps. :)
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Andrew Curran
Andrew Curran@AndrewCurran_·
Striking image from the new Anthropic labor market impact report.
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Scott Alexander
Scott Alexander@slatestarcodex·
I cannot wait until the White House changes hands and all of you ghouls switch back from "you're a traitor unless you bootlick so hard your tongue goes numb" to "the government asking any questions about my offshore fentanyl casino is vile tyranny and I will throw myself in the San Francisco Bay in protest", like werewolves at the last ray of the setting moon.
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Jason Davis
Jason Davis@profjason·
Tech world finding out about complementary asset strategies in real time… bottleneck owners will take their cut… but there is a reason Amazon, Google and others are not just resting on their Cloud laurels… usually growth demands that you play in the part of the value chain with innovation.
Daniel Jeffries@Dan_Jeffries1

This was the Standard Oil play from Rockefeller. He realized early all the risk was in finding/drilling oil so he just refined it and sold it as safer and standardized. He dumped the risk onto everyone else and didn't care who won because he was the distributor not the one taking the risk.

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Blendi
Blendi@BlendiByl·
Titanic in 15 seconds seedance 2.0 really is incredible
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0xMarioNawfal
0xMarioNawfal@RoundtableSpace·
THE MOST EXPENSIVE SCENE IN THE F1 FILM WAS JUST RECREATED WITH AI FOR 9 CENTS
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Jason Davis
Jason Davis@profjason·
The image of a Jagged Frontier seems less and less apt for AI as general cognitive capabilities improve The image of a Towering Wave is better: a few drops, and then the wave crashes everywhere
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Andrew Warner
Andrew Warner@AndrewWarner·
I'm at a Claude Code event right now. Everyone's complaint: Openclaw keeps shutting down. @calebhodges gave us all a markdown file that solves the common issues. Want it? Comment "openclaw" and I'll DM it to you.
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Noah Frydberg | Tiktok Shop For Brands
Clawdbot + Kling = 550 videos per day Fully-realistic UGC ads — cinematic lighting, human motion, perfect pacing — powered by AI agents. UGC cost: $5 Production time: minutes Scale: instant One AI engine that creates, tests, and scales short-form ads automatically — nonstop. It’s live. Campaigns are scaling now. Comment + RT “AGENT” and I’ll DM you the full workflow. (Must be following)
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Vlad Tenev
Vlad Tenev@vladtenev·
Thanks for the thought-provoking piece. My main critique is that you are overemphasizing flashy but low probability events like “left-handed bacteria,” while merely giving lip service to the risk of extreme economic concentration of power, which is very real and materializing as we speak. Anthropic is reportedly raising funds at a $350B valuation, and the wealth created thus far has been concentrated into a few hundred (perhaps more like dozens) high net worth individuals / institutions. It’s looking increasingly likely to me that none of the leading AI labs will IPO until they reach valuations in the trillions, at which point retail investors will finally be able to get shares. In order for retail to get a 100x return on these investments, which was achievable for Apple, Microsoft, Amazon, and Google, the valuations of the AI labs will need to reach hundreds of trillions of dollars, meaning it’s likely too late for a more equitable redistribution of wealth. Simply put, you are currently exacerbating the problem. The consequences of this are that voters may take matters into their own hands and push for either or both 1) more aggressive / nonsensical forms of redistribution — the CA Founders’ Tax is just the beginning or 2) a drastic knee-capping of the AI industry in America, which make the CCP dominance scenario more likely. The solution is to enable retail ownership now, increasing the number of Americans with economic exposure to Anthropic and other AI labs from hundreds of people to millions.
Dario Amodei@DarioAmodei

The Adolescence of Technology: an essay on the risks posed by powerful AI to national security, economies and democracy—and how we can defend against them: darioamodei.com/essay/the-adol…

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sourcery
sourcery@sourceryy·
Robinhood CEO @vladtenev says the public doesn’t defend AI because retail can’t invest in most AI companies: “Retail shareholders become defenders of the company when things get a little rocky.” “If you look at who’s defending AI companies against controversy, it’s basically AI researchers that work there, or venture capitalists investing in them.” “They don’t have a grassroots effort, a retail army, that’s actually supporting them. That’s a problem.” “Aside from Google— OpenAI, Anthropic, all the startups, they’re basically out of reach for normal people.”
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