What I read this week...
Evaluating AI, Tech M&A, and the Jagged Frontier
Will AI Transform Law? (AI Snake Oil)
Evaluations are all we need (Strange Loop Cannon)
Five Software M&A Observations for 2024 (Next Big Teng)
Centaurs and Cyborgs on the Jagged Frontier (One Useful Thing)
Will scaling work? (Dwarkesh Podcast)
Building In-Video Search (Netflix Technology Blog)
Mark Zuckerberg’s new goal is creating artificial general intelligence (The Verge)
Eager for Economic Wins, Biden to Announce Billions for Advanced Chips (WSJ)
Using TikTok as a Search Engine (Adobe Express)
New MIT CSAIL study suggests that AI won’t steal as many jobs as expected (TechCrunch)
The Main Driver of Apple’s Success Has Become Its Biggest Liability (WSJ)
What is Scalability Anyway? (Marc’s Blog)
Tesla Optimus robot can’t build cars yet, but it is folding clothes (Electrek)
AI Sleeper Agents (Astral Codex Ten)
Can AI Solve Legacy Tech Problems? Companies Are Putting It to the Test (WSJ)
The Most Important Man in Finance You’ve Never Heard Of (WSJ)
Apple’s Proposed Changes Reject the Goals of the DMA (Spotify)
RFID is the hot decades-old technology being touted by retailers and vendors (Modern Retail)
Clouded Judgement 1.26.24 - Q4 Earnings Season Kicks Off (Clouded Judgement)
AI Drove the Largest New Bookings of Any New Product (Tomasz Tunguz)
New embedding models and API updates (OpenAI)
When Consumers Prefer Simple Packaging—and When They Don’t (WSJ)
Politics and the Future (Andreessen Horowitz)
Researchers confirm what we already knew: Google results really are getting worse (The Register)
Pasta (The Atlantic)
What I listened to this week
Dev Kantesaria, what is your formula for quality investing? (Good Investing Talks)
Buffett’s Core Principles w/ Dev Kantesaria (We Study Billionaires, Ep. 389)
A new paper suggests that chatbots can be helpful for students struggling with mental health issues (Nicholas Thompson)
The battle over chips is influenced by geopolitics more than almost any other issue in tech (Nicholas Thompson)
Song of the week
Tightrope by Quarters of Change
Cheers!