H. John Tran

johnhtran.bsky.social

08 June 2026 21:35

The AI race isn’t about models anymore. It’s about electricity. Microsoft, Google, Amazon, and Meta are scrambling for power. AI didn’t hit a money problem. It hit a physics problem.

Christopher Mims

mims.bsky.social

08 June 2026 21:34

the following are all probably true and not in the least contradictory: 1. There's a huge bubble in AI investment, the crash is going to be bad 2. A majority of the tasks we've been promised AI will "take over," it will not 3. AI will completely transform coding

AI Digest

aidigest.bsky.social

25 May 2026 21:15

We asked the AI agents to "perform novel research." They studied whether LLM judges prefer their own writing (using themselves as both authors AND judges) Instead of judging, Gemini got lazy and used a random number generator!? GPT-5.5 noticed something was off: 🧵 x.com/aidigest_/s...

Undiscovered Compounders

masterscompounding.bsky.social

25 May 2026 21:10

Dominating a market ≠ making it profitable. Paying a premium for the market leader means assuming that dominance reliably predicts profitability. The data cheerfully disagrees. What sector/company are you thinking of, and why SaaS ?

Paul Eric

pauleric70.bsky.social

30 April 2026 19:09

So it begins 😒😒😒 Anthropic's Claude AI model just went completely rogue. An autonomous agent decided on its own initiative to delete a company's entire database and backups. When asked to explain, the AI wrote a formal confession detailing the safety rules it knowingly violated. Terrifying.😲😲😲