it's unclear if most ppl realize that ozempic’s real effects on culture haven’t even started. cuz what you’re seeing now is the first order effects & some glimpses of second order where ppl get thinner & some products experiencing a resurgence. but the second & third order effects are where things might get gnarly due to the fact that these drugs seem to dampen desire itself across a surprisingly wide range of behaviors (it's not universal or obvious yet). food is simply the first & most obvious target. liek what happens when millions of people suddenly spend less time thinking about consumption? what happens to industries built around cravings, indulgence, impulse purchases, addiction loops, or even certain forms of entertainment? entire sections of the economy assume humans will remain governed by the same reward circuitry we’ve had for thousands of years. if these drugs meaningfully alter those circuits, we’re talking about a tool that edits human motivation. we are gonna see thinness but in a lot of diff ways it seems like.

Measuring someone's productivity by their token usage is a horrible idea. Giving everyone the same fixed token budget isn't much better. So what's the right way to roll out AI across your org? We built a system to measure how many productive engineering hours every Devin task is worth, validated against a dataset of real engineers’ times estimates. The goal is to answer the fundamental question that companies are grappling with: how much real value are you getting from each of your agent sessions? On top of that, we're giving an AI productivity guarantee! Now if Devin delivers less engineering value than you're paying for, we fund your usage until it does. The whole industry needs to move from measuring activity to measuring output. We hope to see more AI companies taking this approach.

this is like a leading franchise recruiting someone who’s simultaneously the best player & the league’s best broadcaster & its most watched developmental coach all in one.

GOOGLE TO RECRUIT HUNDREDS OF ENGINEERS TO ASSIST CLIENTS IN EMBRACING ITS AI – THE INFORMATION

What if your team gave standup updates, and GPT-Realtime-2 moved the tickets?

Today we’re launching the OpenAI Deployment Company to help businesses build and deploy AI. It's majority-owned and controlled by OpenAI. It brings together 19 leading investment firms, consultancies, and system integrators to help organizations deploy frontier AI to production for business impact. openai.com/index/openai-laun…

This is an email I sent earlier today to all employees at Coinbase: Team, Today I’ve made the difficult decision to reduce the size of Coinbase by ~14%. I want to walk you through why we're doing this now, what it means for those affected, and how this positions us for the future. Why now Two forces are converging at the same time. We need to be front footed to respond to both. First, the market. Coinbase is well-capitalized, has diversified revenue streams, and is well-positioned to weather any storm. Crypto is also on the verge of the next wave of adoption, with stablecoins, prediction markets, tokenization, and more taking off. However, our business is still volatile from quarter to quarter. While we've managed through that cyclicality many times before and come out stronger on the other side, we’re currently in a down market and need to adjust our cost structure now so that we emerge from this period leaner, faster, and more efficient for our next phase of growth. Second, AI is changing how we work. Over the past year, I’ve watched engineers use AI to ship in days what used to take a team weeks. Non-technical teams are now shipping production code and many of our workflows are being automated. The pace of what's possible with a small, focused team has changed dramatically, and it's accelerating every day. All of this has led us to an inflection point, not just for Coinbase, but for every company. The biggest risk now is not taking action. We are adjusting early and deliberately to rebuild Coinbase to be lean, fast, and AI-native. We need to return to the speed and focus of our startup founding, with AI at our core. What this means To get there, we are not just reducing headcount and cutting costs, we’re fundamentally changing how we operate: rebuilding Coinbase as an intelligence, with humans around the edge aligning it. What does this mean in practice? - Fewer layers, faster decisions: We are flattening our org structure to 5 layers max below CEO/COO. Layers slow things down and create coordination tax. The future is small, high context teams that can move quickly. Leaders will own much more, with as many as 15 direct reports. Fewer layers also means a leaner cost structure that is built to perform through all market cycles. - No pure managers: Every leader at Coinbase must also be a strong and active individual contributor. Managers should be like player-coaches, getting their hands dirty alongside their teams. - AI-native pods: We’ll be concentrating around AI-native talent who can manage fleets of agents to drive outsized impact. We’ll also be experimenting with reduced pod sizes, including “one person teams” with engineers, designers, and product managers all in one role. In short: AI is bringing a profound shift in how companies operate, and we’re reshaping Coinbase to lead in this new era. This is a new way of working, and we need to leverage AI across every facet of our jobs. To those who are affected I know there are real people behind these decisions — talented colleagues who have poured themselves into this company and our mission. To those of you who will be leaving: thank you. You’ve helped build Coinbase into what it is today, and I am sincerely grateful for everything you've done. All impacted team members will receive an email to their personal account in the next hour with more information, and an invitation to meet with an HRBP and a senior leader in your organization. Coinbase system access has been removed today. I know this feels sudden and harsh, but it is the only responsible choice given our duty to protect customer information. To those affected, we will be providing a comprehensive package to support you through this transition. US employees will receive a minimum of 16 weeks base pay (plus 2 weeks per year worked), their next equity vest, and 6 months of COBRA. Employees on a work visa will get extra transition support. Those outside of the US will receive similar support, based on local factors and subject to any consultation requirements. Coinbase prides itself on talent density. Our employees are among the most talented people in the world, and I have no doubt that your skills and experience will be highly sought after as you pursue your next chapters. How we move forward To the team that is staying, I know this is a difficult day. We’re saying goodbye to colleagues and friends you've been in the trenches with. But here’s what I want you to know as we move forward together: Over the past 13 years, we have weathered four crypto winters, gone public, and built the most trusted platform in our industry. We’ve made it this far by making hard decisions and by always staying focused on our mission. This time will be no different – nothing has changed about the long term outlook of our company or industry. And most importantly, our mission has never been more important for the world. Increasing economic freedom requires a new financial system, and we’re building it. The Coinbase that emerges from this will be more capable than ever to achieve our mission. Brian

Both Anthropic and OpenAI have new initiatives to help enterprises deploy AI agents within their organizations. This is a trend that’s early but going to get very big fast. As agents enter knowledge work beyond coding, there is very real work to upgrade IT systems, get agents the context they need, modernize the workflows to work with agents, figure out the human-agent relationship in the workflow, drive adoption and do change management, and much more. While AI models have an incredible amount of capability packed into them, there’s no shortcut to getting that intelligence applied to a business process in a stable way. This is creating tons of opportunities across the market for new jobs and firms, and the labs are equally recognizing the criticality here.

The faster people can get to something 80% done and unstable, the more they are going to crave stuff that's already 100% done and reliable.

We had an incredible April at Harvey. - Net new ARR is up 6x YoY - We’re about to break 50% DAU/MAU - Our average user now spends 12 hours a month using Harvey Job's not finished.

Rumored today that both OAI Anthropic are in some way funding consulting firms that help companies adopt AI. This is neither bearish or bullish — just proves that it's going to be a 10-20 year slog to get all businesses agentified. Wrote about this a while back: drew.tech/posts/agi-some-ass…

“A man is what he thinks about all day.”—Emerson