Introducing Project Lightwell from IBM and @RedHat, a new initiative to strengthen security across the enterprise open source stack. See how Project Lightwell brings together agentic security techniques with the expertise of 20K engineers to address AI threats: ibm.biz/~fo6rrwgmj

Meet IBM Bob. 👋 Now generally available, Bob is an agentic SDLC partner designed to move teams from isolated AI tools to coordinated delivery. Dive deeper into what’s possible with IBM Bob: ibm.co/6014EKiCs

hot take :) The biggest and most productive people in the AI era are the folks who are already good at their jobs. AI as a multiplier, not an equalizer/democratizer

The Masters App is considered best sports app (Netflix execs say it is the best streaming app…after Netflix). A funny subplot: it’s powered by IBM and is basically IBM’s only AI-related win in past 5 years. IBM runs a bunch of ads about the tech: ▫️20,000 shots at every Master’s from 70-100 players ▫️WatsonX (lol) tracks each one and identifies 30 data points ▫️data points include sound (applause), visuals (player fist pump), shot tracjectory (dozens on lasers on field measure each shot), history (player previous performance in similar situation) and weather tracking ▫️ingests all this data against a model trained on 120,000 previous Masters shots to autogenerate highlight reels within minutes ▫️same training data also powers the app’s “round-score prediction” for each player and provides real-time hole-by-hole insights for fans IBM is a top-tier Masters sponsor and likely shelling out $10m a year for the honor. Probably worth it just to be able to shill WatsonX as Masters App backend. Have a feeling this actually converts well in Fortune 500 C-Suites.

I think everyone is substantially underestimating the total demand for software and automation in areas that don’t feel like “software”. Not talking about software that’s another app on your phone. Software that just automates things for companies all day long. Most companies have not been able to bring automation to most areas of work because it’s been too complex or costly to do so. Outside of tech or maybe large banks, companies don’t have an unlimited supply of engineers. They have to ration resources very selectively, which means most things don’t get funded. Further, there are many projects that never got done simply because the technology wasn’t there to solve the problem. Basically anything even remotely touching unstructured data was impossible to automate before AI, or connecting data flows between systems that deal with significant variability, for instance. This is where all the new software and automation will be applied. It will be in CPG and retail connecting marketing stacks. Pharma research is about to explode because we can automate far more tests and simulations. Bankers and investors are going to run 10X the amount of analyses on every scenario. Healthcare providers will bring automation to the every step of the process. Now that agents bring down the cost of doing this work, and because many parts of it are now possible, companies will light these projects up. This is why there demand will continue for anyone technical enough to execute this work, and why the jobs arguments will be wrong.

Has anyone successfully replaced any software product with Claude?

Elon Musk was asked why his companies move faster than anyone else. His answer: "I'm constantly addressing the limiting factor. Whatever the limiting factor is on speed, I'm going to tackle that. If capital is the limiting factor, I'll solve for capital. If it's not the limiting factor, I'll solve for something else." He then said something most managers never figure out: "If something is going really well and making good progress, there's no point in me spending time on it." "The irony is if something's going really well, they don't see much of me. But if something is the limiting factor, they'll see a lot of me." He spends his time entirely on whatever is blocking the next step. Not on what's interesting. Not on what he's best at. But on whatever is the bottleneck right now. Most leaders do the opposite... They gravitate toward what they're comfortable with and away from the hard problem. From: @dwarkesh_sp and @collision

The Masters app is used one week out of the year and is always perfect. No bugs. No glitches. Just perfect.