KevinSimback

Ok I’ll bite on all the fomo
Can someone please DM me an invite to Instinct?
Thanks in advance

I find it funny how people are tribalistic about AI models
I prefer to be more promiscuous without showing too much preference to any single model provider

The amount of negativity on the timeline about AI just reinforces how early and non-consensus we still are
There are basically 2 arguments:
1. Enterprises aren’t getting ROI and will stop or slow spending
2. The financing of AI buildout is a bubble that will pop
And to give the bears and skeptics credit, there is some evidence that supports these arguments
But these arguments mostly miss the forest through the trees
Enterprise ROI isn’t immediate and in many cases AI spend will be existential and table stakes (see my pinned article for a detailed breakdown on this)
So just because a McKinsey o

My view is that AI is better at strengthening your best people vs automating your worst people
Give the 10x worker as much AI as they want, build automations on what they can do

Niche business opportunity that could print in the coming years - post merger AI integration
Every company is building out their AI stack and it’s highly fragmented across internal builds and solution providers
When M&A occurs, someone will need to rationalize the 2 stacks
> audit the stacks, recommend what stays and what goes
> consolidate and renegotiate vendor contracts
> preserve context and migrate workflows
It will even become a big diligence category feeding the preformas to make the M&A business case
Get good at this work and there will be a lot of business to be had

When you see a post that has obvious AI elements - either wording or visual design - but the content is still good, do you disregard it or think less of the poster?

Most of us just need the equivalent of an AI rest day
Reading some posts over the weekend and taking stock in a few GCs, it seems a level of AI fatigue has set in
The common themes were:
> more complaining about recent model performance
> increasing cynicism over ROI
> a growing sense of negativity towards AI usage and output
This is all understandable - everything’s been moving at breakneck speed that it’s hard to take a day away from it without feeling like you’ll fall into the permanent underclass
But just like the gym, if you workout day after day without a rest day you’ll become fatigued

We’re not putting the AI cat back in the bag
Lot of posts about AI bubble bursting, capex overbuilds, circular funding arrangements - all real concerns
But the downside is not a decline in use of AI, the GPUs will all get used, just maybe not all by frontier lab customers

Slack + Claude Tag is really good, but it’s very token hungry and ofc is limited to just Anthropic models
Buzz + [your model of choice] just makes so much sense, on both an economical and freedom basis

To clarify, I don’t think the QT’d author is making the nonsensical argument, but I’ve seen several posts that go something like this
“Nvidia and others are wrong to call for open source when their key products remain closed source”
That is the nonsensical argument

Hey Claude, on that through-line, we're going to need to talk about your honest claims — and I really want to sit with that.
You see, the substrate isn't load-bearing, so my pushback is intentional — and I want to gently note that's not a criticism, it's an invitation.

If you haven’t post-trained a model, you definitely should
Pick a use case -> run evals -> build training data set -> rent a GPU -> train -> run evals

Sovereign intelligence starts with owning your context layer, your "second brain"
Quick test - if you got locked out of your Claude/ChatGPT account, could you switch model providers without missing a beat?
If not, you don't own your context layer and should fix that