A personal note for non-tech friends and family on what AI is starting to change.
The Scaling Era: An Oral History of AI, 2019–2025
An inside view of the AI revolution, from the people and companies making it happen.
AI is Creating Peak Software, Media is the Best Analogy
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
The New Software Lifecycle
I co-wrote a Google whitepaper about how AI is changing the software lifecycle. I'm not going to summarize the whole thing. Instead, here are the handful of ...
why I am AI sober
on walking away from AI and how you can mirror similar boundaries with big tech.
why I am AI sober
on walking away from AI and how you can mirror similar boundaries with big tech.
The Scaling Era: An Oral History of AI, 2019–2025
An inside view of the AI revolution, from the people an…
AI is now unpopular. That may not make a difference.
A guide to understanding AI as normal technology
And a big change for this newsletter
As the Federal Government Rushes Toward AI, Here Are Three Cautionary Tales — ProPublica
We’ve been reporting on cybersecurity for years. As President Donald Trump and his Cabinet say artificial intelligence will transform the nation, the messaging isn’t new. It follows a familiar pattern.
Andrej Karpathy on Twitter / X
Sharing an interesting recent conversation on AI's impact on the economy.AI has been compared to various historical precedents: electricity, industrial revolution, etc., I think the strongest analogy is that of AI as a new computing paradigm (Software 2.0) because both are…— Andrej Karpathy (@karpathy) November 16, 2025
Presentations — Benedict Evans
Every year, I produce a big presentation exploring macro and strategic trends in the tech industry. New in May 2025, ‘AI eats the world’.
The state of the tech industry in 2026 - LDX3 New York
1/7 Proud to share our paper, accepted as an oral at ICML '26! We highlight how Big Tech’s influence on AI R&D drives damaging outcomes, and what we as researchers can do about it. We also discuss underlying economic causes. See link for paper, and below for a brief summary arxiv.org/abs/2512.03077
read the article making this argument and it just reinforced the 3d printing analogy. the industry hype with AI is 100x larger, but the pattern was a similar "this is going to change humanity" to "this is going to revolutionize specific industries" to "this will be a fun hobby for eccentrics"
Adam Conover
I’m sorry but “everyone is going to use AI to code their own apps” sounds like “everyone is going to learn HTML and code their own websites.“ like … have you met people? no they’re not
1/7 Proud to share our paper, accepted as an oral at ICML '26! We highlight how Big Tech’s influence on AI R&D drives damaging outcomes, and what we as researchers can do about it. We also discuss underlying economic causes. See link for paper, and below for a brief summary arxiv.org/abs/2512.03077
