Presidents have exhausting days because only unsolvable problems reach them.

AI is giving everyone that job.

The easy 80% gets done. You're left with the hard 20%, all day long.

Brutal.
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73
Micron trading at a forward p/e of 4 yet a coffee and cake at Ole and Stein costs £9.
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118
Things in software development which used to take months now take minutes.

Unless you lived through it, it's hard to appreciate how mental things are right now.
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108
If you don’t have access to proprietary data. The lab are always going to crush you when it comes to leveraging intelligence.
Introducing Personal Finance in Claude, in beta in the US.

Connect the accounts you choose, and Claude answers your money questions in everyday language, from your own balances and transactions. Access is read-only, and Claude can't move, manage, or invest your money.
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142
It's super intelligent, but you spend half your day waiting for it.
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101
So much of global history can be put down to whether stupid or not-stupid people are in power.
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93
Liad Shababo retweeted
Some of the responses Claude has given me recently make me feel it's one step away from asking you to officially disclaim things you ask it to do that it doesn't agree with.

In the 2010's we were fighting for Net Neutrality.
2030's will be about Agent Neutrality.
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Some of the responses Claude has given me recently make me feel it's one step away from asking you to officially disclaim things you ask it to do that it doesn't agree with.

In the 2010's we were fighting for Net Neutrality.
2030's will be about Agent Neutrality.
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1
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287
Liad Shababo retweeted
which VC firm will be first to announce an American Socialism fund
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51
1,126
44,199
Liad Shababo retweeted
Private equity associates realizing they will have to start including an ESG section in their IC memos again
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7,744
284,964
For Sequoia: keeping the London office open is a rounding error. No clearer signal showing how much they're done.
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363
The worst thing about El-Sayed is that he's so good.
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Good. More alpha for us.
BREAKING: Goldman Sachs banned bankers and traders from using AI tools like Claude Code
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111
It’s called superintelligence, but you spend half your day waiting for it
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159
When you're ready to continue but find yourself waiting on superintelligence, which one of you is really superintelligent?
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115
Claude: “10% of your company for unlimited tokens forever. Or you’re blocked for life.”

Do you take the deal?

((EaaS. Extortion as a Service))
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128
Increasingly in life, too
The great gift of agents is how they allow you to route around every insufferable gatekeeper in software.
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Claude: “I’d recommend against that.”
Me: “Do it anyway.”
Claude: “Of course.”
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Deep
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However fucked London gets, it still has its gorgeous royal parks on a sunny autumn afternoon.
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