“It’s hard to know exactly where this nets out over time, but in the next few years, we expect that this will reduce our total corporate workforce as we get efficiency gains from using AI extensively across the company.”
ECONOMY
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AI Quality Improvements Drive Price Competition Expectations
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La verdad es que ya empezamos a estar en unas cotas de calidad muy buenas. Con este nivel, me encantaría ver una lucha por precios cada vez más baratos 🙂 pic.twitter.com/A2hsCVyfvb
— Carlos Santana (@DotCSV) 17 juin 2025La verdad es que ya empezamos a estar en unas cotas de calidad muy buenas. Con este nivel, me encantaría ver una lucha por precios cada vez más baratos 🙂
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Claude 4 Gains Market Share Against Google and OpenAI o3
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It is clear that @AnthropicAI Claude 4 (mostly Sonnet) continues to regain share from Google and other vendors. Strangely, we have not yet seen @OpenAI
's o3 appear in the Top 20 rankings, despite the 80% cost reduction and anecdotal evidence suggesting increased use for coding. -
Europe Must Build Own AI Models Beyond Regulation
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It would be great if the 60 experts could help build a European model @EU_Commission – as it is Europe produces regulation while the US and China produce the models. This should hopefully be one of the points to be addressed.
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McKinsey AI Consulting Rates Hit Seven Figures
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7+ figures. You aren’t gonna get McKinsey out of bed for 6 figures.
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AI Agents Impact on U.S. Workforce Automation and Augmentation
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Find and read the 44-page article here: https://
arxiv.org/abs/2506.06576
(described in the thread below) “Future of Work with AI Agents: Auditing Automation and Augmentation Potential across the U.S. Workforce” -
DoorDash Bizdev Seeks $200K Investment at Premium Valuation
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Bizdev at DoorDash: I dunno everybody says that.
Issuer: We have evaporated “everybody” out of this customer pool, and it is now super-concentrated at top end. See this deck for summary statistics.
Bizdev: You have my attention.
Issuer: We want you to be in for $200 each for X%. -
Banking AI Products as Customer Acquisition Strategy
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Why? Because a lot of the value of those products is free to the bank *if and only if* they can convince third parties to cover the cost of it. “We will bring you better customers than the ones you will get through other advertising channels. Pay us to do this.”
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Iterated Games in Fees: Wallet Share and Product Exclusivity
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Incidentally I don’t think people appreciate iterated games in fees: one reason to use them is to gain share of wallet, as your users shift spend from competitors to “get their money’s worth.” Another is preserving exclusivity of certain products, which is a useful thing.
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Card Programs Must Be Margin Accretive Says Executive
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Less sarcastically: it’s a math problem conducted by people who are pretty good at math, and the marching orders they get are “In general and in steady state, all of our card programs should be margin accretive. Make it happen. If you can’t you’ll need a senior signoff.”