Bedtime notes: personal agents as the new browser, capex strain
The author, who has Claude Duet access and likes it, argues personal agents are competing to be the doorway to the AI internet like browsers, alongside rising AI-driven cyber exploits, Meta's negative cash flow, dumping chip stocks and power as the top data-center bottleneck.
about to pass out, some bedtime thoughts on the craziness of what’s happening in AI: - last 48 hours we’ve seen an increased number of cyber exploits as hackers turn to using AI models to pull off attacks. whats fascinating is if one model fails, the attack can just be replaced by another. artificial general intelligence has reached a level where it doesn’t matter - ability to identify and exploit are freely available. - personal agents are the new browser: anthropic released Claude Duet today (i’ve got access it’s pretty dope), meta has muse, openai Dots and grok bot. they’re fighting to become the doorstep to the AI internet much like google is for the browser. this will change the way we do everything. - the capex bill has reached breaking point. meta’s earnings today show they hit negative cashflow joining amazon and google and yet these 3 companies alone have committed $600B+ next year, zero signs of slowing down. we’re at the precarious moment where financing could get a little dicey. - markets on eggshells. they sense the stocks can’t keep going up, semiconductor names have been dumping the most despite record earnings. buyers seem exhausted. corweave is a prime example. - new model releases have become a weekly occurrence with many stemming from newer neolabs looking to make a name for themselves. excited to see more of this and even the playing field. - power and mobilisation to setup data centers is proving to be very costly and HARD to do. this is the #1 bottleneck in ai right now. anyways goodnight