Tag: openai
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Claude market penetration in enterprises still low
Enterprises, IDC says, remain largely unsold on Anthropic’s Claude models, with only 19 percent using them extensively and 25 percent actively evaluating them. OpenAI and Google are better represented in enterprises, with about 42 percent and 38 percent of organizations” This means there’s lots of “headspace” to grow revenue, or disappointing and incomprehensible ROI, i.e.,…
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CEO Said a Thing: jobs apocalypse
It really, in both positive and negative ways, updated me to thinking that the jobs picture is likely to be very different than we thought. I don’t think we’re going to have the kind of jobs apocalypse that some of the companies in our space advocate or talk about.” Sam Altman From: ‘I’m delighted to…
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Tokenmaxxing at Amazon, Potato Stamp Fonts, and Tax Code Hacking – Related to your interests, Monday
Also: Elon’s OpenAI lawsuit, build-vs-buy for agentic AI, and rethinking observability. From: Wakamai Fondue, the tool that answers the question what can my font do? Related to your interests Amazon employees admit to using AI unnecessarily to pump up internal usage scores – workers complain of intense pressure to use AI tools – Tokens are…
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AI is dumber than you think
It’s almost unfair to unmask the AI magic, but knowing is better than not: One way to understand an LLM is as an improv machine. It takes a stream of tokens, like a conversation, and says “yes, and then…” This yes-and behavior is why some people call LLMs bullshit machines. They are prone to confabulation,…
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🤖 Tyler Cowen and Jonathan Zittrain on Agents, Consciousness, and Why America Can’t Pause
Summarized by AI on 2026-04-14. A Berkman Klein Center public conversation between Tyler Cowen (George Mason, Mercatus Center) and Jonathan Zittrain (Harvard), framed around hypothetical Anthropic and OpenAI releases Mythos and SPUD, each powerful enough to be withheld on safety grounds. Cowen opens by saying he believes the safety claims, adding that the real question…
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Five Disneys, Conviction Collapse, and sk8erboi2006 – Related to your interests, Tuesday
Also: local models worth running, Susan Sontag on list-making, GraalVM as thriller novel, and the slow ROI of children. The Prodigal Daughter (1903), John Collier. Via New Cartographies. Related to your interests Recommended local models – “I’ve experimented with the following models and have found useful applications (mostly around chat, MCP and coding) with all…
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If OpenAI fails, the most likely mode is the Yahoo path: not a dramatic collapse but a slow fade into irrelevance through a thousand mediocre product extensions. ChatGPT becomes a utility everyone uses but nobody pays premium for. Enterprise goes to companies with better compliance stories. The consumer product goes ad-supported. Revenue grows but margins…
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AI Is Normal Now – The Enterprise Is Not
Original Content Enterprise AI needs new apps, enterprise AI doesn’t need new platforms – I’ve been circling a theme this week after reading “AI as a Normal Technology” (Spring, 2025). This is some stream of conscious on it. Enterprises are gonna enterprise-y, especially with AI. Also available in LinkedIn, if you prefer that kind of…
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Relative to your interests, Tuesday
Codex App – OpenAI’s Claude Code competitor. U.S tech backlash grows as countries and startups seek alternatives – Big revealed preferences tests coming up here. Related, the investor angle: “Europe is hitting the kills witch on some U.S. tech.” AWS destiny: becoming the next Lumen – ‘The real problem is that developers don’t choose AWS…
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