7777777phil

First of all, nice idea and good execution! The problem is WARN only fires when companies actually fire people. AI displacement doesn't really work that way, at least not yet. Customer support ne…

Predictable if you follow the economics. The scaling thesis behind all this buildout is looking shaky (to say the least), smaller models keep closing the gap on the big ones. Meanwhile voters are watc…

Elsevier had no reason to stop this. Inflated citations mean higher impact factors, and higher impact factors justify higher subscription prices. Lucey published 56 papers in one year, the publisher g…

Nielsen did the middle power realism thing perfectly here. >"We have free healthcare, talk to us instead of posting on social media." Reject the patronage, assert sovereignty through exi…

The tools-vs-toys framing is right but understates how badly the "tools" side is going. 85% of enterprise AI projects fail to reach production, and it's mostly because companies build c…

If I understand this correctly, the whole chain depends on Phase 1 being right, that agentic coding makes SaaS replicable in weeks. We got a live test of that in February when Claude Cowork plugins wi…

This comparison only works if you assume scaling keeps paying off. Sara Hooker's research shows ( https://papers.ssrn.com/sol3/papers.cfm?abstract_id=5877662 ) compact models …

The agent stack is splitting into specialized layers and sandboxing is clearly becoming its own thing. Shuru, E2B, Modal, Firecracker wrappers. Earlier this month I wrote about how these layers have v…

fixed, thanks!

well.. exoskeleton vs intern framing matters less than whose cognition gets amplified. AI converges to the mean through next-token prediction, so it amplifies average thinking well but struggles at t…

Middle power realism in practice. Poland isn't really banning cars, they're building a data sovereignty framework for defense infrastructure. Same pattern everywhere now, EU defense fund, Eu…

The SSE thing is a symptom of something bigger imo. These models are stateless but we often act like context windows are memory. Nothing around them actually remembers anything, and vector search does…

Cool hack but 0.5 tok/s on 70B when a 7B does 30+ on the same card. NVIDIA's own research says 40-70% of agentic tasks could run on sub-10B models and the quality gap has closed fast.

The three pillars make sense to me mostly.. but the gap I keep running into is authorization scope. You can prove a human authorized an agent to "handle my inbox" but that agent might delete…

85% increase in walkaways is what happens when you optimize a spreadsheet line item without understanding why it exists. Bussers aren't a cost center, they're part of what makes the dining e…

Funny enough the research backs this up, human-AI pairs consistently outperform AI working alone: https://philippdubach.com/posts/a-bull-case/ …

Content production cost went to near zero so the volume exploded. Google's incentive to actually fix this is weaker than people think, because ad revenue works the same whether you click through …

DDR4 going from $1.35 to $11.50 in a year shows this market was already distorted before CXMT showed up. Legacy DRAM is still over half of Samsung and SK hynix's production capacity. That's …

Section 122 caps at 15% and expires in 150 days without Congress. So I would assume this is a "negotiating position", not a trade regime. I'm more interested to see how the Fed reads it…

No exit management, no succession clause, no published spec. By the time the second contract rolls around the switching costs are so high that the incumbent basically names their price. This isn'…

Respect the thoroughness but the email-then-blog-post approach feels like your optimizing for engagement over resolution. The 18x flops discrepancy is damning and takes less than 30 seconds with a cal…

Karpathy has a good ear for naming things. "Claw" captures what the existing terminology missed, these aren't agents with more tools (maybe even the opposite), they're persistent p…

> If you’ve already verified — like me — here’s what I’d recommend Did you actually follow through with 1-4 and if so what was the outcome? how long did it take?

Lovley, was looking for exactly that for some time. Will definitely try it, thanks for sharing!

The replaceable battery yes.. but the buried lede imo is the material recovery targets. EU imports basically 100% of its lithium and cobalt ( https://rmis.jrc.ec.europa.eu/rmp/Lith…

The concentration numbers are what make this structural imo and not at all cyclical. Top 10 were 45% of the S&P 500 by end of 2025, CAPE is at the 96th percentile since 1980, and AQR's latest…