You Can Keep the Weights
NVIDIA is buying Hugging Face at a reported 12.9 billion dollars. What that means for open models, and for everyone who will never visit the site.
Ground Truth
The intelligence era will be defined less by what the technology does than by what we choose to do with it. Ground Truth is for the people making those choices.
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Stripe didn’t buy an AI company. What a 7.5 billion dollar summer says about where value is settling.
From Prompting to Directing
The mental shift behind loops, orchestration, and everything being built on top of them.
The Person Was the Machine
We ran the work on people because there was nothing else to run it on. Now there is.
The Three Clock Problem
One runs fast, one has started running backwards, and one has barely moved.
The Work Was Always There
Every company is sitting on years of work it gave up on, because fixing it was never worth the cost. The cost has fallen, and the backlog is becoming visible again.
The Fourth Factor
For three centuries a company was land, labour and capital. A fourth input has arrived, it is sold by the unit, and almost nobody has learned to allocate it yet.
Cognition Is a Controlled Substance
A government has decided that access to a powerful enough mind is something it can license, restrict and revoke. We are going to be living with that decision for a long time.
Everyone Is About to Have the Same Intelligence
What stays yours is all that is left to compete on.
The Cost of Being Busy
Most companies are paying for the work twice and changing nothing underneath
The Last Human Out
The cost of being made has fallen to zero. The cost of being seen has gone up. Both ends of the channel are now machine mediated.
They Were Never Asleep. They Were Assembling.
The model layer was never the moat