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DeepSeek isn't a victory for the AI sceptics
DeepSeek isn't a victory for the AI sceptics
we now know that as the price of computing equipment fell, new use cases emerged to fill the gap – which is why today my lightbulbs have semiconductors inside them, and I occasionally have to install firmware updates my doorbell.
surely the compute freed up by more efficient models will be used to train models even harder, and apply even more “brain power” to coming up with responses? Even if DeepSeek is dramatically more efficient, the logical thing to do will be to use the excess capacity to ensure the answers are even smarter.
ure, if DeepSeek heralds a new era of much leaner LLMs, it’s not great news in the short term if you’re a shareholder in Nvidia, Microsoft, Meta or Google.6 But if DeepSeek is the enormous breakthrough it appears, it just became even cheaper to train and use the most sophisticated models humans have so far built, by one or more orders of magnitude. Which is amazing news for big tech, because it means that AI usage is going to be even more ubiquitous.
·takes.jamesomalley.co.uk·
DeepSeek isn't a victory for the AI sceptics
Your "Per-Seat" Margin is My Opportunity
Your "Per-Seat" Margin is My Opportunity

Traditional software is sold on a per seat subscription. More humans, more money. We are headed to a future where AI agents will replace the work humans do. But you can’t charge agents a per seat cost. So we’re headed to a world where software will be sold on a consumption model (think tasks) and then on an outcome model (think job completed) Incumbents will be forced to adapt but it’s classic innovators dilemma. How do you suddenly give up all that subscription revenue? This gives an opportunity for startups to win.

Per-seat pricing only works when your users are human. But when agents become the primary users of software, that model collapses.
Executives aren't evaluating software against software anymore. They're comparing the combined costs of software licenses plus labor against pure outcome-based solutions. Think customer support (per resolved ticket vs. per agent + seat), marketing (per campaign vs. headcount), sales (per qualified lead vs. rep). That's your pricing umbrella—the upper limit enterprises will pay before switching entirely to AI.
enterprises are used to deterministic outcomes and fixed annual costs. Usage-based pricing makes budgeting harder. But individual leaders seeing 10x efficiency gains won't wait for procurement to catch up. Savvy managers will find ways around traditional buying processes.
This feels like a generational reset of how businesses operate. Zero upfront costs, pay only for outcomes—that's not just a pricing model. That's the future of business.
The winning strategy in my books? Give the platform away for free. Let your agents read and write to existing systems through unstructured data—emails, calls, documents. Once you handle enough workflows, you become the new system of record.
·writing.nikunjk.com·
Your "Per-Seat" Margin is My Opportunity
Dario Amodei — Machines of Loving Grace
Dario Amodei — Machines of Loving Grace
I think that most people are underestimating just how radical the upside of AI could be, just as I think most people are underestimating how bad the risks could be.
the effects of powerful AI are likely to be even more unpredictable than past technological changes, so all of this is unavoidably going to consist of guesses. But I am aiming for at least educated and useful guesses, which capture the flavor of what will happen even if most details end up being wrong. I’m including lots of details mainly because I think a concrete vision does more to advance discussion than a highly hedged and abstract one.
I am often turned off by the way many AI risk public figures (not to mention AI company leaders) talk about the post-AGI world, as if it’s their mission to single-handedly bring it about like a prophet leading their people to salvation. I think it’s dangerous to view companies as unilaterally shaping the world, and dangerous to view practical technological goals in essentially religious terms.
AI companies talking about all the amazing benefits of AI can come off like propagandists, or as if they’re attempting to distract from downsides.
the small community of people who do discuss radical AI futures often does so in an excessively “sci-fi” tone (featuring e.g. uploaded minds, space exploration, or general cyberpunk vibes). I think this causes people to take the claims less seriously, and to imbue them with a sort of unreality. To be clear, the issue isn’t whether the technologies described are possible or likely (the main essay discusses this in granular detail)—it’s more that the “vibe” connotatively smuggles in a bunch of cultural baggage and unstated assumptions about what kind of future is desirable, how various societal issues will play out, etc. The result often ends up reading like a fantasy for a narrow subculture, while being off-putting to most people.
Yet despite all of the concerns above, I really do think it’s important to discuss what a good world with powerful AI could look like, while doing our best to avoid the above pitfalls. In fact I think it is critical to have a genuinely inspiring vision of the future, and not just a plan to fight fires.
The five categories I am most excited about are: Biology and physical health Neuroscience and mental health Economic development and poverty Peace and governance Work and meaning
We could summarize this as a “country of geniuses in a datacenter”.
you might think that the world would be instantly transformed on the scale of seconds or days (“the Singularity”), as superior intelligence builds on itself and solves every possible scientific, engineering, and operational task almost immediately. The problem with this is that there are real physical and practical limits, for example around building hardware or conducting biological experiments. Even a new country of geniuses would hit up against these limits. Intelligence may be very powerful, but it isn’t magic fairy dust.
I believe that in the AI age, we should be talking about the marginal returns to intelligence7, and trying to figure out what the other factors are that are complementary to intelligence and that become limiting factors when intelligence is very high. We are not used to thinking in this way—to asking “how much does being smarter help with this task, and on what timescale?”—but it seems like the right way to conceptualize a world with very powerful AI.
in science many experiments are often needed in sequence, each learning from or building on the last. All of this means that the speed at which a major project—for example developing a cancer cure—can be completed may have an irreducible minimum that cannot be decreased further even as intelligence continues to increase.
Sometimes raw data is lacking and in its absence more intelligence does not help. Today’s particle physicists are very ingenious and have developed a wide range of theories, but lack the data to choose between them because particle accelerator data is so limited. It is not clear that they would do drastically better if they were superintelligent—other than perhaps by speeding up the construction of a bigger accelerator.
Many things cannot be done without breaking laws, harming humans, or messing up society. An aligned AI would not want to do these things (and if we have an unaligned AI, we’re back to talking about risks). Many human societal structures are inefficient or even actively harmful, but are hard to change while respecting constraints like legal requirements on clinical trials, people’s willingness to change their habits, or the behavior of governments. Examples of advances that work well in a technical sense, but whose impact has been substantially reduced by regulations or misplaced fears, include nuclear power, supersonic flight, and even elevators
Thus, we should imagine a picture where intelligence is initially heavily bottlenecked by the other factors of production, but over time intelligence itself increasingly routes around the other factors, even if they never fully dissolve (and some things like physical laws are absolute)10. The key question is how fast it all happens and in what order.
I am not talking about AI as merely a tool to analyze data. In line with the definition of powerful AI at the beginning of this essay, I’m talking about using AI to perform, direct, and improve upon nearly everything biologists do.
CRISPR was a naturally occurring component of the immune system in bacteria that’s been known since the 80’s, but it took another 25 years for people to realize it could be repurposed for general gene editing. They also are often delayed many years by lack of support from the scientific community for promising directions (see this profile on the inventor of mRNA vaccines; similar stories abound). Third, successful projects are often scrappy or were afterthoughts that people didn’t initially think were promising, rather than massively funded efforts. This suggests that it’s not just massive resource concentration that drives discoveries, but ingenuity.
there are hundreds of these discoveries waiting to be made if scientists were smarter and better at making connections between the vast amount of biological knowledge humanity possesses (again consider the CRISPR example). The success of AlphaFold/AlphaProteo at solving important problems much more effectively than humans, despite decades of carefully designed physics modeling, provides a proof of principle (albeit with a narrow tool in a narrow domain) that should point the way forward.
·darioamodei.com·
Dario Amodei — Machines of Loving Grace
New Apple Stuff and the Regular People
New Apple Stuff and the Regular People
"Will it be different?" is the key question the regular people ask. They don't want there to be extra steps or new procedures. They sure as hell don't want the icons to look different or, God forbid, be moved to a new place.
These bright and capable people who will one day help you through knee replacement surgery all bought a Mac when they were college frehmen and then they never updated it. Almost all of them had the default programs still in the dock. They are regular users. You with all your fancy calendars, note taking apps and your customized terminal are an outlier. Never forget.
The majority of iPhone users and Mac owners have no idea what's coming though. They are going to wake up on Monday to an unwelcome notification that there is an update available. Many of them will ask their techie friends (like you) if there is a way to make the update notification go away. They will want to know if they have to install it.
·louplummer.lol·
New Apple Stuff and the Regular People
Michael Tsai - Blog - 8 GB of Unified Memory
Michael Tsai - Blog - 8 GB of Unified Memory
The overall opinion is that Apple's RAM and storage pricing and configurations for the M3 MacBook Pro are unreasonable, despite their claims about memory efficiency. Many argue that the unified memory does not make up for the lack of physical RAM, and that tasks like machine learning and video editing suffer significant performance hits on the 8 GB model compared to the 16 GB.
·mjtsai.com·
Michael Tsai - Blog - 8 GB of Unified Memory
Vision Pro is an over-engineered “devkit” // Hardware bleeds genius & audacity but software story is disheartening // What we got wrong at Oculus that Apple got right // Why Meta could finally have its Android moment
Vision Pro is an over-engineered “devkit” // Hardware bleeds genius & audacity but software story is disheartening // What we got wrong at Oculus that Apple got right // Why Meta could finally have its Android moment
Some of the topics I touch on: Why I believe Vision Pro may be an over-engineered “devkit” The genius & audacity behind some of Apple’s hardware decisions Gaze & pinch is an incredible UI superpower and major industry ah-ha moment Why the Vision Pro software/content story is so dull and unimaginative Why most people won’t use Vision Pro for watching TV/movies Apple’s bet in immersive video is a total game-changer for live sports Why I returned my Vision Pro… and my Top 10 wishlist to reconsider Apple’s VR debut is the best thing that ever happened to Oculus/Meta My unsolicited product advice to Meta for Quest Pro 2 and beyond
Apple really played it safe in the design of this first VR product by over-engineering it. For starters, Vision Pro ships with more sensors than what’s likely necessary to deliver Apple’s intended experience. This is typical in a first-generation product that’s been under development for so many years. It makes Vision Pro start to feel like a devkit.
A sensor party: 6 tracking cameras, 2 passthrough cameras, 2 depth sensors(plus 4 eye-tracking cameras not shown)
it’s easy to understand two particularly important decisions Apple made for the Vision Pro launch: Designing an incredible in-store Vision Pro demo experience, with the primary goal of getting as many people as possible to experience the magic of VR through Apple’s lenses — most of whom have no intention to even consider a $4,000 purchase. The demo is only secondarily focused on actually selling Vision Pro headsets. Launching an iconic woven strap that photographs beautifully even though this strap simply isn’t comfortable enough for the vast majority of head shapes. It’s easy to conclude that this decision paid off because nearly every bit of media coverage (including and especially third-party reviews on YouTube) uses the woven strap despite the fact that it’s less comfortable than the dual loop strap that’s “hidden in the box”.
Apple’s relentless and uncompromising hardware insanity is largely what made it possible for such a high-res display to exist in a VR headset, and it’s clear that this product couldn’t possibly have launched much sooner than 2024 for one simple limiting factor — the maturity of micro-OLED displays plus the existence of power-efficient chipsets that can deliver the heavy compute required to drive this kind of display (i.e. the M2).
·hugo.blog·
Vision Pro is an over-engineered “devkit” // Hardware bleeds genius & audacity but software story is disheartening // What we got wrong at Oculus that Apple got right // Why Meta could finally have its Android moment
Privacy Fundamentalism
Privacy Fundamentalism
my critique of Manjoo’s article specifically and the ongoing privacy hysteria broadly is not simply about definitions or philosophy. It’s about fundamental assumptions. The default state of the Internet is the endless propagation and collection of data: you have to do work to not collect data on one hand, or leave a data trail on the other. This is the exact opposite of how things work in the physical world: there data collection is an explicit positive action, and anonymity the default.
I believe the privacy debate needs to be reset around these three assumptions: Accept that privacy online entails trade-offs; the corollary is that an absolutist approach to privacy is a surefire way to get policy wrong. Keep in mind that the widespread creation and spread of data is inherent to computers and the Internet, and that these qualities have positive as well as negative implications; be wary of what good ideas and positive outcomes are extinguished in the pursuit to stomp out the negative ones. Focus policy on the physical and digital divide. Our behavior online is one thing: we both benefit from the spread of data and should in turn be more wary of those implications. Making what is offline online is quite another.
·stratechery.com·
Privacy Fundamentalism
Making Our Hearts Sing
Making Our Hearts Sing
One thing I learned long ago is that people who prioritize design, UI, and UX in the software they prefer can empathize with and understand the choices made by people who prioritize other factors (e.g. raw feature count, or the ability to tinker with their software at the system level, or software being free-of-charge). But it doesn’t work the other way: most people who prioritize other things can’t fathom why anyone cares deeply about design/UI/UX because they don’t perceive it. Thus they chalk up iOS and native Mac-app enthusiasm to being hypnotized by marketing, Pied Piper style.
Those who see and value the artistic value in software and interface design have overwhelmingly wound up on iOS; those who don’t have wound up on Android. Of course there are exceptions. Of course there are iOS users and developers who are envious of Android’s more open nature. Of course there are Android users and developers who do see how crude the UIs are for that platform’s best-of-breed apps. But we’re left with two entirely different ecosystems with entirely different cultural values — nothing like (to re-use my example from yesterday) the Coke-vs.-Pepsi state of affairs in console gaming platforms.
·daringfireball.net·
Making Our Hearts Sing
The Dawn of Mediocre Computing
The Dawn of Mediocre Computing
I’ll take an inventory in a future post, but here’s one as a sample: AIs can be used to generate “deep fakes” while cryptographic techniques can be used to reliably authenticate things against such fakery. Flipping it around, crypto is a target-rich environment for scammers and hackers, and machine learning can be used to audit crypto code for vulnerabilities. I am convinced there is something deeper going on here. This reeks of real yin-yangery that extends to the roots of computing somehow.
·studio.ribbonfarm.com·
The Dawn of Mediocre Computing
Mark Zuckerberg's Ugly Future
Mark Zuckerberg's Ugly Future
I’ve also seen a lot of users on Twitter asking “who is Horizon Worlds for?” And it’s a good question. I have an Oculus. Meta’s core metaverse platform, the thing that ostensively will be replacing Facebook soon as Meta’s main online portal, the central OS for the company’s VR world, is too boring for children, too complicated for old people, too time-consuming for anyone raising a family, and, though, it might eventually be good enough to function as some kind of inescapable cyberhell for white collar workers to have endless meetings inside of, at the moment it's hard to imagine a real use case for it. Except for one. I’ve come to conclusion that Meta’s metaversal aspirations are just a cold and cynical bet on a future where we just can’t go outside anymore. Meta’s big plan is to spend the next few years cobbling together something with enough baseline functionality that we can all migrate to it during the next pandemic. That’s the only explanation for the absolutely deranged amount of misplaced optimism Meta has about this stuff. This is a company who has decided they can make a lot of money off a catastrophic future by forcing us into their genital-free off-brand-Pixar panopticon and mining us for data while we Farmville ourselves to death.
·garbageday.email·
Mark Zuckerberg's Ugly Future
Back to the Future of Twitter – Stratechery by Ben Thompson
Back to the Future of Twitter – Stratechery by Ben Thompson
This is all build-up to my proposal for what Musk — or any other bidder for Twitter, for that matter — ought to do with a newly private Twitter. First, Twitter’s current fully integrated model is a financial failure. Second, Twitter’s social graph is extremely valuable. Third, Twitter’s cultural impact is very large, and very controversial. Given this, Musk (who I will use as a stand-in for any future CEO of Twitter) should start by splitting Twitter into two companies. One company would be the core Twitter service, including the social graph. The other company would be all of the Twitter apps and the advertising business.
TwitterServiceCo would open up its API to any other company that might be interested in building their own client experience; each company would: Pay for the right to get access to the Twitter service and social graph. Monetize in whatever way they see fit (i.e. they could pursue a subscription model). Implement their own moderation policy. This last point would cut a whole host of Gordian Knots:
A truly open TwitterServiceCo has the potential to be a new protocol for the Internet — the notifications and identity protocol; unlike every other protocol, though, this one would be owned by a private company. That would be insanely valuable, but it is a value that will never be realized as long as Twitter is a public company led by a weak CEO and ineffective board driving an integrated business predicated on a business model that doesn’t work. Twitter’s Reluctance
·stratechery.com·
Back to the Future of Twitter – Stratechery by Ben Thompson
LinkedIn’s Alternate Universe - Divinations
LinkedIn’s Alternate Universe - Divinations
Every platform has its royalty. On Instagram it's influencers, foodies, and photographers. Twitter belongs to the founders, journalists, celebrities, and comedians. On LinkedIn, it’s hiring managers, recruiters, and business owners who hold power on the platform and have the ear of the people.
On a job site, they’re the provisioners of positions and never miss the chance to regale their audience with their professional deeds: hiring a teenager with no experience, giving a stressed single mother a chance to provide for her family, or seeing past a candidate’s imperfections to give them a once-in-a-lifetime opportunity. These stories are relayed dramatically in what’s now recognizable as LinkedIn-style storytelling, one spaced sentence at a time, told by job-givers with a savior complex.
·every.to·
LinkedIn’s Alternate Universe - Divinations