Wednesday, September 9, 2026

How to understand Anthropic

Some of all fears - Andrew Sharp, Sharp Text

We ought to normalize treating the frontier AI community as fringe activists who are sometimes right but often wrong. We’re several generations past the era in which the tech frontier was led by a preacher’s son and varsity athlete like Bob Noyce, or by a rakish Buddhist hippie like Steve Jobs; today’s AI leaders are jittery and off-putting and profoundly secular. They should be understood as zealous ideologues with high IQs and limited experience with the world beyond San Francisco’s tech industry and particularly the echo chamber of its AI industry. They have their own spectrum of social and financial incentives, and most importantly, they are not scientific authorities worthy of deference by default.

 Anthropic’s Safety Superpower - Ben Thompson, Stratechery 

The company really believes that they are the only ones who believe in super intelligence, and thus are the only ones who are sufficiently concerned about the dangers. That excuses decision after decision, policy after policy, and confrontation after confrontation that, to people on the outside, look like a bizarre combination of cynicism and naiveté.

Anthropic, [in contrast to OpenAI], has perfect alignment between talent and mission and business. The company gets to sell to researchers the creation of a machine god, with the mantle of being the sort of person who cares about the dangers and is smart enough to navigate them on behalf of humanity; that every policy change that falls out of that happens to be great for business is the most beautiful coincidence in the world. 

The history of brilliant people convinced they know what humanity needs is a sordid one, precisely because they have convinced themselves that their intentions are good, justifying actions that very much are not. 

Galaxy brain resistance - Vitalik Buterin 

This brings me to my own contribution to the already-full genre of recommendations for people who want to contribute to AI safety: (1) Don't work for a company that's making frontier fully-autonomous AI capabilities progress even faster (2) Don't live in the San Francisco Bay Area

 

Power Maximization

In the AI-related corners of the effective altruist community, there are many powerful people who, if you go up to them and ask them, will explicitly tell you that their strategy is to accumulate as much power as possible. Their goal is to be well-positioned so that, when some kind of "pivotal moment" comes, they can come out with guns blazing and lots of resources under their command and "do the right thing".

Power maximization is the ultimate galaxy brain tactic. "Give me power so I can do X" is as close as it gets to an argument that is equally convincing no matter what the X. All the way up until the critical moment (which, in AI eschatology, is the moment right before we either get utopia or all die and turn into paperclips), the actions that you would take to maximize power for altruistic reasons, and the actions that you would take to maximize power because you're a greedy egomaniac, are exactly the same. Hence, anyone trying to do the latter can, at zero cost, just tell you that they are trying to do the former and convince you that they are a good person. 


I'm-doing-more-from-within-ism

Again, the problem is that "I'm doing more from within" has very low galaxy brain resistance. It's easy to say "I'm doing more from within" regardless of what is the actual specific thing that you're doing from within. And so you end up just being a cog in the machine, with the same effect as the other cogs who are there to help their family live in a beautiful mansion in a premium neighborhood and eat expensive dinners every day feed their family, but with a slightly better justification.

Friday, August 14, 2026

Every SaaS product is bundling: Ruinous for companies, great for consumers

Paraphrasing, but I think about this 👇 from Ben Thompson/Stratechery every. single. day.

  • All companies have the ability to produce more code/products cheaply due to LLMs 
  • Most companies will use that ability to expand to adjacent areas currently occupied by another SaaS co 
  • Competition between SaaS co's is going to explode for this reason and become ruinous 
    • Established competitors offering similar products
    • startups offering niche use case products for lower price b/c have superior cost structure compared to established competitors 
    • both become a drag on pricing power


We used to be building castles, now we're building sandcastles that are going to get washed away.

Saturday, May 2, 2026

The 4 Most Boring Tech Takes on the Internet (and counting)

These takes are everywhere and good grief are they boring 🥱

When you see one, you can be certain of a few things:

  • the most interesting, nuanced aspects of the topic won't be covered
  • the author is optimizing for clicks over precision [that's fine, that's the game]
  • the post tells you more about what the subject wants you to believe, or is afraid of, than the topic itself

In rank order

#1. Anything that contains the word "moat" 

There is a 90% chance the poster doesn't understand the term's serious meaning and that whatever they are referencing is neither new nor a moat


#2. "_________ is dead" 

Probably not, and definitely not on whatever timeline that's being proposed.

#3. "X just killed Y" 

90% chance the author doesn't understand one of the variables, if not both, and the entire analysis is flawed

#4. "Steve Jobs would have never [fill in the blank]"

This person never worked for Steve Jobs, probably doesn't understand Apple's strategy then or now, boring boring boring 

Sunday, March 22, 2026

Quite Good - "Fight the fight 3 times"

Ah to have known this in my youth! 

Molly Graham - Fight the fight 3 times

After the third attempt, you let it go.

...

there are some fights you are simply not going to win. Sometimes the timing isn’t right. Sometimes the CEO needs to see the chosen path play out for themselves. Sometimes you are just wrong about what will happen next.

The reality is that most decisions inside a startup are experiments.

People like to say disagree and commit. I’ve always preferred a slightly more honest version:

Disagree and let’s see!

Friday, December 5, 2025

Speed as a habit


A running list of resources on the importance of speed as a habit in startups. 

In case you ever need support to impel your team to ship quickly 🏁

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