OpenAI’s $6.5B stylus play. “It sounds ridiculous. It sounds like Silicon Valley has finally run out of ideas and started raiding the stationary cupboard. But here’s the thing: They laughed at the AirPods, too. They looked like broken toothbrushes. Now […]
The intuitive way of investing. “My deepest insecurity is that I have these intuitions about things that I cannot explain to anyone,” said Joshua Kushner. Despite the massive success of his venture capital firm, Thrive Capital, Kushner seeks advice from […]
OpenAI aims to become the Windows of AI. Ben Thompson argues that OpenAI is creating an ecosystem much like Windows in the PC era. “Apps won’t be on your phone or in a browser; they’ll be in ChatGPT, and if […]
Why Google will win the AI race. “The AI race feels like a sprint right now, with OpenAI grabbing headlines and Meta open-sourcing everything they can. But if you’re placing bets on who wins the marathon, don’t overlook the company […]
Software is changing (again). “Drawing on his work at Stanford, OpenAI, and Tesla, Andrej [Karpathy] sees a shift underway. Software is changing, again. We’ve entered the era of “Software 3.0,” where natural language becomes the new programming interface and models […]
“GPT-4.1 is trained to follow instructions more closely and more literally than its predecessors, which tended to more liberally infer intent from user and system prompts. This also means, however, that GPT-4.1 is highly steerable and responsive to well-specified prompts […]
“GPT-4.1 is trained to follow instructions more closely and more literally than its predecessors, which tended to more liberally infer intent from user and system prompts. This also means, however, that GPT-4.1 is highly steerable and responsive to well-specified prompts […]
“In a head-to-head Geoguessr match, OpenAI’s o3 model out-scored me—a Master I–ranked human—23,179 to 22,054, correctly identifying all five countries and twice landing within a few hundred metres. Even when I embedded fake GPS coordinates in the image EXIF, the […]
AI 2027. “We predict that the impact of superhuman AI over the next decade will be enormous, exceeding that of the Industrial Revolution. We wrote a scenario that represents our best guess about what that might look like. It’s informed […]
Ben Evans does a lot of research, and would like to use OpenAI’s Deep Research, but he can’t really. Here, he explains why: “This table looks great – hours of work compiling this data all done for for me by […]