Let me explain. The reason I brought up Adobe is because it is caught in a similar narrative as Google was 6 months ago. Everybody (and I mean *everybody*) currently believes that Adobe is dead in the water because of GenAI disruption (just like they did for Google previously).
MARKET TRENDS
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The $1T AGI Investment Bubble and Narrative Pressure
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The reason it is so important for everyone to keep pretending that AGI is definitely right around the corner is that there is now over $1T of investment riding on this belief (either already expended, or committed) Current (and recent past) capex cannot be justified by current
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Quality Over Growth: Filtering Noise in AI Operations
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You missed out out- And those who are serious in operating in this space It is not about payment It is about filtering the noise I don’t need to grow by the way
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Cult Communities as Market Strategy in Modern Economy
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Cult communities are ideal for today’s market
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Creator shifts to paid subscriber model for expert engagement
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I used to reply to many people. Correct them, exchange information and ideas. I will stop doing so from this moment onwards. I will reply those who subscribe (make it affordable) to me and serious about operating in the space. I don’t want to waste time. GN
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Elon Musk AGI Definition Bet Accountability Challenge
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Elon has given his own definition of AGI, and say there is a 10% chance of his next model can achieve it. (Reality? Near zero.) In effort to hold him accountable, I hereby offer $1,000,000 to charity on 10:1 odds to @Elonmusk – using his definitions — if he accepts the bet and
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World Models: The VC Buzzword Nobody Understands
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World models: No one knows what it means, but it’s provocative. It gets the VCs going.
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Multi-Cancer Early Detection Test Results Questioned
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The headlines and the press release are misleading. It is hard to label these results as "transformative" when such few early cases were detected, at great expense, and potential of false negatives. I am sanguine for the future of multi-cancer early detection tests, but they need
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Galleri Blood Test Trial Shows Multi-Cancer Early Detection Results
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Let's talk about the results of a new, large trial of a multi-cancer early detection blood test called Galleri, which costs $949, that enrolled 35,878 participants in the US and Canada aged 50+. Here is the registration: https://
clinicaltrials.gov/study/NCT05155
605?term=PATHFINDER2&rank=7
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These are the headlines -
Betting on Grok Next Release Terms and Conditions
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i would be happy to make a bet on those terms at the 10:1 that he mentioned for the next release of Grok. would he?