Tienen mucho talento y creo que los movimientos de los últimos meses (acercándose mas al modelo de Anthropic) sumado con la ventaja en computación, les coloca ahora en una buena racha. Pero sí, llevaban una temporada difícil.
MARKET TRENDS
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Meta Internal Data Shows Platforms Suppress External Link Traffic
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Meta's internal data: 97.3% of views are to posts which do not have an external link. "Platforms do NOT want to send you traffic." Amanda represents Meta tells business ads users to put link in comments. (I have no reason to doubt this representation.)
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Advice to VCs: Avoid Technology Dependency in Robotics
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Advice to VCs investing in robotics: when the underlying technology landscape is still changing SO incredibly quickly, avoid making bets that make you path dependent on a specific technology approach. (e.g. Vision Language Action Models vs. @GeneralistAI's System1/System 2 approach). We're still so early and have only seen ~0.1% of the ideas and innovation in this space. Invest in infrastructure & picks and shovels. [Translated from EN to English]
→ View original post on X — @ken_goldberg, 2026-04-13 18:39 UTC
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AI Rapidly Gaining Ground in Global Search Market Share
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Traditional search engines (Google) down to about an 80% share of esearches. Commerce platforms (Amazon etc) 10%, social networks 5%, AI 2% and growing rapidly.
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Anthropic Mythos Sets New AI Competition Bar for OpenAI
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Now that @AnthropicAI has introduced Mythos, the bar is set for @OpenAI and “Spud.” In today's @BigTechnology newsletter, @Kantrowitz look at what comes next. We also ask series of questions — like whether “too dangerous” is a new trend that's part warning & part marketing.
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OpenAI’s Strategic Shift: From Google Model to Anthropic Alignment
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If we analyze the last few months, the clear conclusion we can draw is that things started going badly for OpenAI when it tried to resemble Google, and they've started going well again when it returned to resembling Anthropic. In both cases, what they've lost is the aura of
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AI Token Costs Drive Outcome-Based Pricing in SaaS
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In response to a question: Anthony: Given how tokens work (and become COGS), expect more outcome based pricing in SaaS companies. Though, even the AI labs have fixed-price subscriptions for some of their products.
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AI Tooling Will Boost Software Reliability for Small Teams
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Me: I actually expect that software reliablity goes up rather than down over the next 2-3 years as the tooling for this gets just radically better and weirder than anything we've had before. Small teams are going to get BigCo levels of reliability. Not perfect but Really Good.
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Operational Excellence as Moat in AI-Written Code Era
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Anthony: "Operational excellence" is a defensible moat. As more code is AI written, quality inevitably goes down. Most people using one-off apps are going to get burned, repeatedly, and they will try to offload that to someone whose only job is This Can't Blow Up.
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AI Will Crater the Cost of SaaS Feature Development
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Anthony: We once considered feature development to be a core part of running a SaaS business. Required both some amount of taste and relatively large time/money due to engineers. Cost of features will *crater.*