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Perplexity CEO told Joe Rogan that Microsoft created office work. The dates say otherwise. To be fair to him, half of it is true. Gates really did want a PC on every desk, and Microsoft did make Word and Excel the default tools that almost every office job trains...

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Alex Prompter

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31,354 Aufrufe • vor 18 Tagen •via X (Twitter)

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The entire AI industry is racing to build the smartest model. Satya Nadella just admitted that is not where the money is. The model is not the product. The harness is. That is the exact line. And it changes what Microsoft is actually competing on. OpenAI, Anthropic, Google, xAI, Meta every frontier lab is pouring hundreds of billions into training compute, chasing the next capability jump. Each betting that raw model intelligence is the moat. Microsoft is doing the opposite. It is building the harness the orchestration layer that sits above the model, connecting it to tools, data, permissions, sub-agents, and enterprise workflows. And it is letting OpenAI, Anthropic, and MAI compete to plug into it. "You need the model. But the model is not the product. The harness is." So do the math on what a harness actually does. A raw model dropped into an enterprise answers questions. That is a chatbot. A harness turns that same model into an agent that reads the SharePoint, edits the ERP entry, pulls the GitHub PR, updates Salesforce, and files the Excel report with the right permissions, the right audit trail, and the right sub-agent for each sub-task. The model provides the intelligence. The harness converts intelligence into work. Now here's where it gets interesting. "Even the best model in the world will feel broken without a great harness. And an okay model with a great harness can feel like magic." If that is true, the enterprise buyer is not buying model quality. The enterprise buyer is buying the harness. Which means model quality becomes a commodity input over time, and harness quality becomes the sustainable moat. Compare that to the strategy the entire frontier lab industry is executing. Everyone else is chasing the numerator raw intelligence. Almost nobody at scale is racing to build the denominator the orchestration layer that determines whether that intelligence can actually be deployed profitably inside a real company. The frontier model race has a 10 to 20 percent chance of producing a single dominant winner. Nadella just told the industry he does not need to be that winner. If OpenAI wins, Microsoft wins. If Anthropic wins, Microsoft wins. If MAI wins, Microsoft wins. If someone Microsoft has never heard of trains a better model in 2027, Microsoft still wins. Because the compute they train on, the harness they get plugged into, the enterprise contracts they get delivered through, and the products they sit inside are all Microsoft. He is not building the best AI model. He is building the layer that the best AI model has to run on to make anyone money. I wonder which position looks more valuable in ten years.

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WORK ETHIC vs. WANT ETHIC: "Next time you're watching a game and one player makes a play over another player, listen for the announcer to say, "Oh! He just wanted it more!" Then ask yourself this: Was the level of 'want' really the difference why one player made the play and the other didn't?! Or did one of those players plan better, jump higher, use better technique, see more clearly, and build better skill? Did he want it more in the moment or did he prepare a little better and when that moment arrived he performed a little better? You think that the other player didn't want it? Didn't want to make the play? Was the difference between those two athletes their level of want?! No way. It wasn't want. It was work! Getting in shape requires consistent workouts, not frequent want-outs. You earn in alignment with the quality of your work, not the quality of your want. You can build a life on a work ethic but you can't build anything on a want ethic. Working hard is studying, prepping, reps, reflection, feedback, and responsibility for the results that you produce. It's late nights and early mornings. It's uncommon effort and it's choosing to push harder when you could relax. Wanting hard? Well, that's what everyone else does. Everything is training for something. Do the work.”

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47,072 Aufrufe • vor 1 Jahr

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Bill Gates just called AI the biggest technical thing of his entire life and said its influence is impossible to overstate. the man who built Microsoft and lived through every tech wave of the last 50 years. Bill Gates: "there will be a frenzy. some companies will burn billions on data centers whose electricity is too expensive, and won't earn it back before the next generation of chips arrives" everyone around him pushed him to stay quiet so the race wouldn't slow down, but he said it straight "this will hit the job market" bookmark it and watch him break it down ↓

damir akaza

584,764 Aufrufe • vor 1 Monat

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CURT MILLS: It appears to be a redux of where we were before the summer, which is that the President was willing to work with everyone in the region but Israel is not getting any special privileges. We’ve seen this show before — Witkoff did a deal that created a ceasefire in the war and Israel broke it in March.

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26,784 Aufrufe • vor 9 Monaten

Well the American Century Championship did not disappoint this last week. I may have finished near dead last, but the times that were had were worth it! It is such a wonderful event, in part because of the people that run it, the volunteers that work it, and the money it raises; but also a wonderful event because of the fans and people that attend it! You all make it what it is, sorry to the woman I hit in the foot, and thank you to all that attended!
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Well the American Century Championship did not disappoint this last week. I may have finished near dead last, but the times that were had were worth it! It is such a wonderful event, in part because of the people that run it, the volunteers that work it, and the money it raises; but also a wonderful event because of the fans and people that attend it! You all make it what it is, sorry to the woman I hit in the foot, and thank you to all that attended!

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188,289 Aufrufe • vor 1 Jahr

Why Elon didn't want to be CEO: "[Elon] is at core, an engineer and a product guy. He has this great line where he said: "I realized you couldn't be fully in control of the product unless you were also in control of the company." He says he made a moral error, early in Tesla, where he was trying to have his cake and eat it too. He wanted to control the company without running the company. And that was the 2002 to 2008 era, where Tesla was just off to a really messy start. He was providing the funding. He was chairman of the board. But Martin Eberhard was CEO. Eventually, when Tesla was on the verge of death in 2008....Elon was pushed into the position of: "I have to be CEO. I don't want to be. It comes with a lot of chores. It comes with a lot of responsibilities. But if I want this company to be successful, I have to fully internalize and take responsibility for it." And that's what he did, even though he was also in the same position at SpaceX. The fact that these companies are improbable, iconic, and that he funded and led them both in parallel...it's like running a two minute mile twice at the same time. It is such a higher degree of difficulty than most people can conceive of, and the fact that it worked is still unbelievable."
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Why Elon didn't want to be CEO: "[Elon] is at core, an engineer and a product guy. He has this great line where he said: "I realized you couldn't be fully in control of the product unless you were also in control of the company." He says he made a moral error, early in Tesla, where he was trying to have his cake and eat it too. He wanted to control the company without running the company. And that was the 2002 to 2008 era, where Tesla was just off to a really messy start. He was providing the funding. He was chairman of the board. But Martin Eberhard was CEO. Eventually, when Tesla was on the verge of death in 2008....Elon was pushed into the position of: "I have to be CEO. I don't want to be. It comes with a lot of chores. It comes with a lot of responsibilities. But if I want this company to be successful, I have to fully internalize and take responsibility for it." And that's what he did, even though he was also in the same position at SpaceX. The fact that these companies are improbable, iconic, and that he funded and led them both in parallel...it's like running a two minute mile twice at the same time. It is such a higher degree of difficulty than most people can conceive of, and the fact that it worked is still unbelievable."

Ti Morse

47,497 Aufrufe • vor 3 Monaten