The OODA Network is a community of global business leaders, technologists, intelligence and security professionals. Join to understand tomorrow today.
Joined January 2012
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OODA retweeted
May 31
Benchmark Scores Won't Tell You Who Is Winning the AI War. The real question is whether AI can get hard work done -- and the answer is complicated. For me, for now, it is a mashup of Claude, Claude Co-Work and OpenClaw.
But every user and enterprise is different. Bottom line is is go with the architecture that can help your enterprise get things done.
open.substack.com/pub/bobgou…
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OODA retweeted
May 29
Not a professor, but my under-credentialed hot take:
- The "decline" narrative is a feature of every technology S-curve. We're not at the top. We're still near the bottom.
- OpenAI and Anthropic and others will keep competing, and that competition will keep them innovating (declaring the race over is the oldest mistake in tech).
- Innovations won't just come from model performance. The real differentiator is the architecture layer that turns model power into things that actually get done. Everyone will figure this out, and "harness" will become the word of the decade.
- Google is better positioned than any other competitor to integrate AI into real enterprise workflows.
- The companies that built hard infrastructure (data centers, chips, power) aren't going anywhere. Nvidia's customers are building things that will take years to complete. Demand doesn't evaporate because a pundit says margins are thinning.
- Chinese AI companies will compete. They'll also hit their own walls. Assuming they win by default is as naive as assuming they lose by default.
- LLMs becoming commodities is not the death of AI value. Think of cloud compute. Amazon, Microsoft, and Google didn't collapse when servers got cheap, they got richer because cheap infrastructure unlocked entirely new categories of applications.
- The agentic layer is where the next fortunes get made. Not in the model itself, but in what the model can orchestrate, automate, and extend. We're barely in the first inning.
- SpaceX's AI efforts will be fine. Dismissing a company with the best vertical integration in aerospace and a workforce that ships hardware on compressed timelines seems premature.
- Human-AI teaming will define economic and national security outcomes over the next decade in ways that dwarf any previous technological shift. The organizations that figure this out first won't be the loudest ones on X.
It is so good to be alive in the age of early stage capitalism.
May 29
Hot take on what comes next, after the sudden decline of tokenmaxxing:
- OpenAI will struggle
- with the decline of tokenmaxxing Anthropic will struggle (aside from this quarter) to make a profit
- Google will catch up to Anthropic
- some Chinese companies might, too
- LLMs will become commodities; margins will be very very thin
- Most of the companies that invested massively in them will struggle to make back their investments
- SpaceX’s AI efforts will flail
- Nvidia will eventually decline, once all of the above becomes widely recognized.
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OODA retweeted
May 20
Blackhat has a Veterans Scholarship! This is a great program for active duty military who are transitioning out of service and for veterans who are pursuing a cybersecurity career. Includes pass to the business hall and some special networking opportunities. Easy to find more info. See link in reply below.
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OODA retweeted
Apr 28
Amazing watching the @TurionSpace team change the architecture of space and prepare humanity for life among the stars:
Apr 28
From orbit to Times Square. Thank you to @Nasdaq for celebrating our Series B and inviting the team to the Closing Bell later this week.
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OODA retweeted
Mar 21
Are you tired of just listening to others tell you what AI will bring us in the future? The loudest voices are the doomers, who seem to think our only choice is to all die sooner or, if we do things their way, maybe we can all die later. What if there were a way for you to run your own scenarios based on your own inputs? I built a dashboard that will let you do just that.
For me, every scenario I run says the future is going to be bright, but some choices make it brighter than others.
But try it yourself and form your own opinions.
open.substack.com/pub/bobgou…
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OODA retweeted
I love @pmarca even more now. He is not just a great business leader and innovator but a great explainer. Really nailed his description of the @OODA Loop, as well as why John Boyd is perhaps the greatest military, business and political strategist that ever lived.
"Speed wins."
"You have to be willing to commit to being fast. You can't have long bureaucratic processes. You can't have a risk-averse posture."
@pmarca explains the OODA loop — and why the fastest operator controls the narrative in business, media, and politics:
"There's a framework called the OODA loop, originally developed for fighter pilots and later for broader military strategy."
"It stands for observe, orient, decide, act. It's basically the decision-making cycle."
"If speed is the thing that matters, then the person who gets through that cycle the fastest is the one who's going to win."
"If you can have a sustainably faster OODA loop processing cycle than the next guy — think about what happens… You operate and make a decision within an hour. The other guy is still inside his own OODA loop when you make your decision. He's only halfway through his process and now has to start over. You've changed the parameters of what's going on."
"This is also a big explanation for what's happened in traditional media."
"The New York Times has its own OODA loop, and it's like 24 hours to go through its process."
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Quantinuum Powering Hybrid Quantum AI Supercomputing with NVIDIA ift.tt/xpKZMCW #OODA
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Hasina’s death sentence sets stage for volatile Bangladesh vote ift.tt/LNvZrqV #OODA
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One of 25 abducted students in Nigeria escapes as the search continues for the missing girls ift.tt/k4tODBf #OODA
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Chinese ship jams communications as Filipino forces deliver supplies to Philippines-occupied shoal ift.tt/rG0QUPx #OODA
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North Korea says US-South Korea deal to set off ‘nuclear domino’ effect ift.tt/qij3fC6 #OODA
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Japan warns citizens in China about safety as diplomatic crisis deepens ift.tt/x97TVlB #OODA
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Rare Satellite Photo Shows Two Chinese Aircraft Carriers in Disputed Waters ift.tt/JX1sGeQ #OODA
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Google Antigravity is an ‘agent-first’ coding tool built for Gemini 3 ift.tt/HkuPfTv #OODA
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Arm custom chips get a boost with Nvidia partnership ift.tt/Yr571Xy #OODA
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Taiwan to spend $3 billion turning nation into ‘AI island’ ift.tt/Bh64QLw #OODA
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Novo Nordisk cuts direct-to-consumer prices for Wegovy, Ozempic to $349 a month ift.tt/OoVTxcg #OODA
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Where China leads and lags in humanoid joint architecture ift.tt/XnwOkNa #OODA
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Microsoft, NVIDIA and Anthropic announce strategic partnerships ift.tt/q9eCszx #OODA
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