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we're making the internet more you ✨olympus --> crosshatch

ad tech is not ai pilled enough rampup’s ai discussion is packed but the language folks are using is slop - “agents talking to agents” - “services as a software” space is going to face serious pressure

anthropic: > consumer agents are overhyped because fully specifying your preferences is more work than just doing the thing yourself > what about a context layer so models could infer your preferences

>ad tech is too complicated for west coast vc has some truth but it’s also cope complexity of its marketing language >custom algorithms >proprietary identity graphs >curation >pmp, dmp, dcp could all be simplified - it’s telling it is not

can we please stop talking about complex proprietary agent architectures now i asked claude code to put openai's new codex into 20 lines of pseudocode and it's the anthropic diagram + permissions policy

Apps that sell cognition seem screwed. They're getting squeezed from - below: can't charge less than intelligence costs - above: can't charge more than what'd make your users disintermediate you The squeeze gets tighter as demand for intelligence grows. Blog below :-)

We haven’t gotten true personalization yet because no one has enough context

Meta just launched a free CDP that will undercut Segment and Rudderstack. Memory layers for AI as pure infra will succumb to the same fate.

Tinfoil hat: are these acquihires an early reflection of collapsing Coasian transaction costs under AI - that the (application layer software) firm basically does not exist?

i started a new blog / first post: dumb money in the last era of software apps competed to be the most intelligent. but post windsurf and success of claude code, it seems like the best application layer businesses will actually be dumb

funny no one is talking about memory anymore

Hard to look at Google's new NotebookLM and not see how it effectively completes Drucker's 50 year prediction on the death of the organizational coordination layer, leaving only deciders, builders and artists.

another reason to be bullish on vertical AI for SMBs v enterprise: SMBs aren’t so concentrated that you risk them cutting you out

capitalism is about selling something scarce agents are Claude 3.7 with a nice prompt and tools in a loop tell me, what is scarce here

Google's new NotebookLM just generated a podcast about Crosshatch using all our blogs and some of our docs. Ever more convinced that human distinction from AI is simply conviction: what do you believe and how much?

ad tech is not ai pilled enough rampup’s ai discussion is packed but the language folks are using is slop - “agents talking to agents” - “services as a software” space is going to face serious pressure

>ad tech is too complicated for west coast vc has some truth but it’s also cope complexity of its marketing language >custom algorithms >proprietary identity graphs >curation >pmp, dmp, dcp could all be simplified - it’s telling it is not

What is the future of organizational structure as a function of AI capability? New NBER paper with the analysis. Framework: - Economy comprised of agents - Agents sort into being "workers" (who solve problems) and "managers" (who unblock workers) - Equilibrium arrives form…

Is AI agents v existing networks a Netflix v blockbuster counter positioning story? It feels like no, except in cases where ai threatens supply side moats. Spelling it out - a candidate ai based Uber network comes along - promises cheaper fares and higher payouts to

guys 👏 keep 👏 up remember Hulu rev share was originally split evenly across networks you don’t need complicated (or expensive to calculate!!) attribution to get started

which interface that wins? why just one? why not any *we* want?

this goes deep

we're making the internet more you ✨olympus --> crosshatch

AI sellers don't know what to charge because inference value is itself valuable private information. If you reveal this value, AI sellers could use it to price discriminate and reduce your surplus. This is the inverse market for lemons in action.

Deleuze: "The virtual is not opposed to the real but to the actual. The virtual is fully real in so far as it is virtual." Attestable identity of web3 inherently (??) subordinates the virtual (of open diverse possibilities) to the actual (idiosyncratic singular forms) 🫠

iPhone has had > Learn from this App since 2022 will be interesting to see what they do with it with LMs

We haven’t gotten true personalization yet because no one has enough context