Boring_Business
@BoringBiz_
Nobody asks about your external rate of return
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Jensen Huang right now
It is unbelievable how much America has contributed to society in the span of just 250 years
Zuckerberg gave out $100M signing bonuses to build a super team of AI engineers, and they are now all stuck optimizing the algorithm to serve you slightly better ads while all excess compute gets sold to people building actual intelligence
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This is the tough lesson that a lot of people are learning the hard way
AI might have made building apps a lot easier, but it also set the barrier to entry at zero
Because anyone can do it, there is no moat left
The only edge left in the future will be sales and marketing
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Gavin Baker on why the AI bubble talks might be overblown this time around
"I am optimistic that we may avoid a bubble this time. The reason we are going to avoid it is because we have fundamental shortages of watts and wafers."
The supply side is so constrained while demand continues to grow exponentially. This is nothing like the dark fiber of the dot com era where build out was happening with the expectation of demand on the other end.
The demand is already here. Today. It is happening now in AI.
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Ivy league kid reached out to me to ask me a few questions for banking recruiting
Middle of the call asks me whether he should spend any time learning DCF and LBO formulas since all of that is going to be done by AI anyways in a few years
We are raising the most AI reliant class of graduates ever. Imagine what happens in a few years when these same kids enter the workforce and can’t do anything without asking Claude first
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How are these stats real. Absolutely insane
