After 16 years and 10 months -- I'm finally writing my first...X? Also, will start writing more regularly.
My first post is, ironically, on why I'm posting.
*Fantastic* talk hot off the press by the formidable Jon Gray from @blackstone on what is happening in technology world. Actually watched the whole thing. Chock full of interesting stats:
1/ BX-linked companies went from $25M to $525M in annualized spend with Anthropic in one
Does anyone have strong thoughts on this?
There is this strange information cascade that is happening: everyone's spending on tokens because everyone else is spending on tokens, assuming somebody upstream did the math.
I'm a bit skeptical on this 'agents run freely are creating
.@AppliedInt Co-founder and CTO Peter Ludwig says "a billion machines will become autonomous or intelligent over the next ten years."
"Cars, trucks, tractors, mining haulers, defense systems, warehouse robots, humanoids—the physical economy will be rebuilt around software that
