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Here's Why 42 Macro 🇺🇸 Clients Were Long Bullish Paradigm C Months Before Wall Street | May 3, 2025 After avoiding most of the drawdown due to timely sales in late-February and early-March, KISS and Dr. Mo started buying Bitcoin and Stocks back in mid-April and late-April, respectively. Why?...

30,290 просмотров • 1 год назад •via X (Twitter)

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The DEPRESSING reality of AI adoption curves Advanced AI just broke into it's third major paradigm since launching. Paradigm One was the simple autocomplete engine. GPT-2 and original GPT-3 were glorified autocomplete tools, just "next token predictors." Paradigm 1.5 was when we added "instruct-aligned" GPT-3, which set the stage for Paradigm Two. Paradigm Two was the chatbot era, with ChatGPT being the front-runner. Paradigm 2.5 was when we started adding reasoning, tool use, and RAG, which set the stage for agentic abilities (Paradigm 3). OpenClaw just blew the lid off Paradigm 3, and we're just at the beginning of this new ramp-up in capabilities. The thing is... each of these paradigm shifts creates fundamentally different UX and technical affordances. While most Fortune 500 companies are still struggling to figure out the cyber security, legal, and financial risks of chatbots, the industry is going whole hog into autonomous agents. And many people will try to graft their understanding of chatbots onto agents. But that's like trying to compare the electric lightbulb to the electric motor.... ...yes they both ran on electricity, but their uses, affordances, limitations, and risks were fundamentally different. Yes, autocomplete, chatbots, and agents all run on "next token prediction" but that's like saying "it all runs on electrons." My goal today is to help give you a better intuition as to why adoption is so slow and to give you a new reference frame to understand that agents are a phase change from chatbots. But also... the state and big companies are going to move depressingly slow on all of this...

David Shapiro (L/0)

17,266 просмотров • 5 месяцев назад