AI makes it very, very easy to build the thing. But is the thing valuable? Does it work for other people? Is it reliable? And how expensive is it to own and operate? The value in enterprise software is really in the service. The accountability for the data and the process. Even if the machines can do some parts, they cannot fill that gap. Responsibility is a hard problem.
🔨 Paving the Desire Path (Benedict Evans)
Tool builders are intoxicated by building their own tools. These self-made tools run into a wall as they scale across teams and regulatory regimes. At some point the business needs accountability and paves the desire path.
🧊 The Accountability Iceberg (Reading Ambitiously)
AI is clearly coming for software. But it has no answer to the accountability baked into your systems of record.
🕵️ Forward Deployed Discovery (Latent.Space)
Bad data broke a Palantir database because the game of telephone between development and the field broke down. Forward deployed engineers are the solution. They discover the problems and turn it into something every future customer receives.
🤷♂️ AI Keeps Refusing to Take Our Jobs (Noahpinion)
Everyone knows AI will take our jobs. The data does not agree. Maybe there is something more to it than just the task?
🧗♂️ Overflying the Sherpas (The Cautionary)
The Khumbu Icefall has claimed 60 or more Sherpa guides manhandling gear up Mount Everest from Base Camp to Camp I. That 6-hour trek across the ice is now an 8-minute drone trip. Trash even comes back down the mountain now. Don’t worry about the Sherpas, they are getting paid more for work higher up the slope.
📞 Infinite Patience (Dimitri Sudomoin)
Using agents to collect refunds is the highest ROI thing Dimitri has done in his life.
⛽ The Best Distressed Real Estate on the Block (BUY BOX)
Gas stations are often some of the best situated real estate. But you can’t underwrite the potentially contaminated ground they sit on. High-end retail with $9 hot dogs is the solution.
💚 China The Clean Tech Superpower (High Capacity)
China became climate pilled and it shows. Their focus on battery and solar goes beyond building an industrial advantage. Between air pollution and vulnerable arable land, it is in their interest to be green and carbon-free.
☹️ No More Happy Endings? (Stephen Follows)
Contrary to popular belief, the happy ending is not dead.
The Look
Fuel inflation vs everything else via CNBC.
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