Tech news addict & Future of Everything enthusiast. Explore, Dream, Discover! Focusing on building the next big thing in AI
Joined November 2011
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May 6
The Death of Certainty: Navigating the “AI Fog”
The 10-year plan is dead!
In the AI Fog, moats vanish, solo founders replace teams & prediction markets price the future live.
We don't build systems anymore. We manage them. 🧵👇
#Startups #AIFog #FoW
open.substack.com/pub/nesozl…
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Jun 5
At an SV conference listening to an all-PhD panel but the VC's questions aren't making any sense due to too much AI slop.Even the panelists are having a hard time understanding. Good example of how human intelligence is still beating AI :) #SiliconValley #GenAI #AISlop #TechConf
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Jun 4
Brilliant 👏🏻🙌🏻👏🏻
Jun 3
The Monaco Plane: Economics and Impact.
If you've been in SF over the last 10 days, you've likely seen the Monaco Plane flying around. I'm receiving countless messages asking about how expensive it is and if it's working.
So here are those answers:
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May 29
The only thing which attracted my attention about Claude's Opus 4.8 is maxing the account in 3 queries rather than improvements in standardized AI performance evaluations in coding, financial analysis and other fields. How does setting the effort level work?
#Anthropic #Claude
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May 29
You can argue this "AI is bending the knowledge production curve across multiple domains" or how long will it take for humans to get bored of reading AI slop and start craving for human creativity? #KnowledgeManagement
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May 29
The AI #inference wars are hitting hyper-growth in May 2026. Look at these annualized revenues vs valuations:
• Together AI: $1B rev | $8.5B val
• Fireworks: $800M rev | $15B val (talks)
• Baseten: $600M rev (20x YoY) | $11B val (talks)
• Modal: $300M rev | $4.65B val
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May 27
Love this definition: The end of the software era is the beginning of the harness era
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Today, I’m launching my newco, NavigateAI. We are short hundreds of thousands of skilled workers and we're on a mission to give every field worker an AI copilot, so they can build faster and better when we need it most. navigate.ai/blog/2026-05-26-…
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May 26
The compute crunch is real. #Anthropic faced bad PR with high costs and tight limits while #OpenAI won with promos, resetting #Codex limits & $2M YC startup tokens. #SpaceX and Anthropic made a massive compute deal to alleviate the crunch #Tech #AI #ComputeCrunch
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May 26
China dominates 55% of global batteries, but the US is fighting back. DARPA's new program aims for a holy grail 2,000 Wh/kg battery, matching diesel energy density.
Tesla's massive innovation gives real hope we can scale and bring these next-gen tech efforts to market
#Batteries
May 26
🇺🇸 Tesla quietly filed a patent that could cut battery production costs by nearly half.
The breakthrough is a new way to make battery cathodes without toxic liquid solvents, using a microscopic "spider web" structure that binds the materials together instead.
It also triples manufacturing speed and could shrink the physical footprint of battery factories by up to 50%.
It's not a lab experiment either. Gigafactory Texas is already mass-producing these cells for select Model Y vehicles, with Cybertruck, Cybercab, and Semi rollout expected through 2026 and 2027.
Battery cost is the last big barrier to affordable EVs. Tesla just moved the needle.
Source: Not a Tesla App
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May 26
No SaaS apocalypse, but buyers are shifting. Corporate customers are cutting back on usage and avoiding long-term lock-ins, switching from 5-year deals to 1-3 years instead. Meanwhile, new AI revenue seems to just be replacing older sw spend rather than boosting total growth ...
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May 25
As AI labs IPOs nears profitability pressure will end the era of "globe-trotting" inference; every prompt round-tripping to a handful of mega-clusters thousands of miles away. We've seen this movie: the mid-2000s video boom forced telcos and CDNs to cache content locally #AI
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May 25
AI's bottleneck isn't bandwidth, it's token cost. Edge inference KV-cache reuse generate fewer tokens, closer to the user. So who's the Akamai of the AI era? Unlike video, the "content" here is the model itself & whoever owns the weights owns the edge. The labs = own CDN
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May 25
The dark horse: inference specialists like Groq, Fireworks, Together. If the labs won't outsource the edge and CDNs don't own the model. Whoever makes tokens cheapest at the silicon level wins the edge! #AI #TechHistory #CDN #TokenCosts
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May 22
#OpenAI topped Q1 with $5.7B, leading #Anthropic by 21% (in other words beating Anthropic by $1B)
Anthropic’s $45B annualized run rate beats OpenAI's $25B by 80%
Anthropic expects Q2 revenue to surge 134% to $11B, eyeing a 5.4% profit margin ($600M)
#AI #TechNews
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