Cutting through AI
hype and hope.
Every post in three takes: skeptic, balanced, and all-in.
Recent Posts
View all →Agent Teams: The 4x Token Bet That Ends Rubber-Stamp Reviews
Claude Code's Agent Teams spawn independent AI sessions that argue with each other. Four reviewers with adversarial debate clauses find what one reviewer misses, at 4x the token cost.
Intelligence Is Not a Moat. Your Data Is.
AI hyperscalers can't defend on model quality or developer tools. The real play is data gravity, and it looks a lot like becoming a cloud provider.
Uber's 20-Million-Worker Bet Against the AI Transition
At Abundance360, Dara Khosrowshahi put a number on Uber's labor hedge: 10 million workers today, 20 million by 2035, even as automation accelerates. It is the most specific corporate plan for the AI transition from any major CEO on record.
Uber's Bet: Humans Are Harder to Platform Than Robots
Dara Khosrowshahi has 20+ AV partners, 15 cities by year-end, and a target of running more robotaxi rides than anyone by 2029. The deepest line of the episode is the one that inverts the whole robotaxi race: humans are harder to platform than robots.
Your Best AI Agents Should Fight Each Other
Sixty years of team research and a decade of multi-agent AI literature converge on the same answer: harmony kills decision quality. The economics of adversarial AI agents now make structured friction the default for serious multi-agent architecture.
Moonshots Ep. 242: Elon's TerraFab, the End of Human Driving, and Chamath's Terminal Value Warning
Elon announced a 1-terawatt chip factory across Tesla, XAI, and SpaceX. Waymo crossed 170 million autonomous miles. And Chamath warned the S&P's 22x free cash flow multiple is on track to compress to 7x or worse as AI dissolves every moat in sight.
Moonshots Ep. 241: Eric Schmidt on the 92-Gigawatt Wall and the San Francisco Consensus
Eric Schmidt at Abundance360 says we're 10 to 15 percent into AI's impact, recursive self-improvement is still an open scientific problem, and America's binding constraint is 60 nuclear plants worth of electricity it does not have.
Frontier AI Is Profitable Only If You Don't Show Up
Every frontier AI lab except Google loses money serving active users. The $20/month subscription works only because most subscribers barely use it. Here's what the numbers actually say.
Personal AI Agents Are the Most Privileged Software You've Ever Run
OpenClaw's 288 security advisories and a 1-click RCE show what happens when personal AI agents get broad tool access without matching security hygiene. The controls exist. Anthropic's own computer-use tool mandates most of them. Deployment is the gap.