The Business Engineer
Joined September 2015
- Tweets 17,413
- Following 3,790
- Followers 5,772
- Likes 25,234
2,950 Photos and videos
30s
The Product Overhang Doctrine:
When AI companies sit on unused capacity — compute, model capability, data — it creates structural pressure.
When it releases, markets don't shift gradually. They snap.
ChatGPT: 0 to 100M in 2 months. That's overhang release.
businessengineer.ai/p/the-pr…
32m
meta's ai unit isn't failing because of bad management. it's failing because innovation labs are quarterly-earnings departments pretending to do decade-long research. you can't build the future on 90-day cycles.
Meta's AI Unit Problems Reveal Why Big Tech's "Innovation Lab" Business Model Is Broken
fourweekmba.com/ai-meta-ai-u…
#AI
7
Meta's AI Unit Chaos Reveals the Platform Business Model's Talent Problem
fourweekmba.com/ai-meta-ai-u…
#AI
17
Meta's AI Unit Problems Reveal Why Big Tech's "Innovation Lab" Business Model Is Broken
fourweekmba.com/ai-meta-ai-u…
#AI
19
😅
Fable isn't the first.
In 1999 the department of defense blocked exports of the PowerMac G4 for crossing the 1 gigaflop threshold.
Steve Jobs turned it into an ad.
38
google's lawsuit against chinese cybercriminals reveals they used gemini ai to automate scams targeting google's own ad ecosystem.
headlines: cybersecurity breach. it isn't.
this is the platform paradox. google built the fuel (gemini). criminals put it in their engine (scam automation). now google's fuel powers attacks on google's revenue.
every ai platform is accidentally arming its own predators.
businessengineer.ai/p/the-pr…
14h
Google vs Cybercrime: How AI Business Models Create Their Own Predators
fourweekmba.com/ai-google-ge…
#AI #Google #Gemini
58
11h
It took big tech 30 years to break the trust that AI has in 3 years. Confirmed, we go 10x faster
20
11h
Stopped by, they told me the next Mythos is coming, they’re open sourcing it. The footing will be massive
36
11h
The next Anthropic is a routing harness
Introducing the Fusion API, the smartest compound model in the market.
Fusion achieves Fable-level intelligence at half the price.
How it works 👇
44
11h
google spent billions building gemini to generate revenue. criminals use gemini to steal that same revenue. the platform paradox isn't a bug in ai business models. it's the feature that nobody priced in.
14h
Google vs Cybercrime: How AI Business Models Create Their Own Predators
fourweekmba.com/ai-google-ge…
#AI #Google #Gemini
40
14h
in semiconductors, this would be like TSMC lobbying the US government to restrict its own customer's chip designs.
in AI, it just happened.
the line between partner, competitor, and regulator has dissolved. the fence isn't drawn by one actor — it's drawn by the entanglement of all of them.
1
33
14h
Amazon is simultaneously:
- Anthropic's largest investor
- Anthropic's cloud provider (AWS)
- Anthropic's direct competitor (Nova models)
- the company that triggered the government crackdown
investor, partner, competitor, and regulator — all the same entity.
this is the AI industry now. (via @theinformation)
1
59
14h
the full picture of the Fable 5 recall just came together.
1. Amazon researchers did the jailbreak
2. Amazon CEO Andy Jassy personally raised concerns to Trump officials
3. Commerce Dept issued the export control
Amazon is Anthropic's largest investor ($4B ). and the one who triggered the crackdown.
(via @theinformation)
1
189