My biggest takeaways from @danshipper
: 1. The future of work will happen inside Codex or Claude Code. Instead of putting AI into your SaaS tool, you’ll use your SaaS tools inside your favorite AI agents' in-app browser. Dan spends all his time in Codex now—writing documents,
MARKET TRENDS
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Dan Shipper: Future of work inside Codex or Claude Code
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Anthropic tops OpenAI in business adoption, but may not last
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Anthropic just passed OpenAI in business adoption for the first time, 34.4% vs 32.3%, per Ramp's latest AI Index. But the same report that announces this spends most of its word count explaining why it probably won't last. Uber already blew through its entire 2026 AI budget. A
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Chinese AI models are now leading and frontier
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That's outdated Chinese models are already leading and frontier: Alibaba, Kimi, Xiaomi, Z AI
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GPU rental prices surge over 200% in five months
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GPU rental prices went up by 200%+ in the last 5 months btw
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Paying for the infrastructure that steals your jobs and your pension
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it’s great! you can pay for the infrastructure that will eventually take your jobs!
— Gary Marcus (@GaryMarcus) 25 mai 2026
and if it fails and the bubble bursts? you can bail the hyperscalers out, and watch your pension fund die. https://t.co/YNDKsVditpThat's great! You can pay for the infrastructure that will eventually take your jobs! And if it fails and the bubble bursts? You can bail out the hyperscalers, and watch your pension fund die.
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Dan Shipper’s prediction on Claude Code proved accurate
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Automation is a lie. CLIs are over. The SaaSpocalypse is dumb. A year ago @danshipper came on the podcast to predict where AI was heading. He was remarkably right—including the call that everyone was sleeping on Claude Code. Dan has a unique lens into where things are going
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Simonw asks about Copilot Pro and Microsoft 365 Premium naming
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What's Copilot Pro? I found this story from October saying Microsoft weren't selling that any more, having replaced it with "Microsoft 365 Premium" https://
microsoft.com/en-us/microsof
t-365/blog/2025/10/01/meet-microsoft-365-premium-your-ai-and-productivity-powerhouse/
… (I cannot make any sense at all of Microsoft's product naming around this stuff) -
X2SAM: Image and Video Segmentation by Conversation
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What if you could segment anything in both images and videos using just a conversation? Researchers from Sun Yat-Sen University, Peng Cheng Laboratory, and Meituan present X2SAM. It pairs a large language model with a Mask Memory module to generate temporally consistent masks
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Europe’s AI Adoption: Progress Without True Transformation
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Europe is making strong progress in AI adoption — but is it falling behind when it comes to true AI transformation? Many organisations across Europe are now using AI tools in day-to-day operations, yet widespread adoption alone doesn’t automatically lead to innovation,
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LLM: low margins, intense competition, high expenses
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LLM companies risk being like airlines: low margins, intense competition, high expenses.