Nathaniel Whittemore (@nlw) header
Nathaniel Whittemore (@nlw) profile picture

Host @AIDailyBrief // Founder & CEO @besuper_ai

Joined April 2008
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What I expect to hear from @JensenHuang any time now
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This is weird but you can tell EAs strictly by their use of exclamation points and if you know what I’m talking about you know EXACTLY what I’m talking about.
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Flattered 🙏
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I mean you can just feel it
🤖 Made with AI
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Nice of them to give Dems and Repubs something to come together on to ban so fucking fast it makes your head spin.
Walmart and Kroger are quietly rolling out an internal store technology across America that could either modernize retail or bankrupt the middle-class family budget. Starting across thousands of locations heading into 2027, traditional paper price tags are being ripped off grocery shelves and replaced with cloud-connected digital screens. Raise the price of bottled water by 20 percent the second the afternoon temperature hits 90 degrees. Surge the cost of ground beef, milk, and sandwich bread between 5 PM and 6 PM when exhausted commuters are rushing home from work. Drop prices at 10 AM on a Tuesday, then hike them right back up the minute the after-school crowd walks through the sliding doors. Every price change happens wirelessly in seconds from a central corporate dashboard. No store employee has to touch a single shelf. Walmart has already signed a massive deployment deal with VusionGroup to wire 2,300 American supercenters with EdgeSense digital shelf rails by 2027. Kroger is expanding its own Microsoft-backed system called EDGE across hundreds of supermarkets. Over 60 million digital price tags are already blinking on US grocery aisles right now. This is not supply chain inflation. This is Uber-style surge pricing built directly into the shelves where Americans buy baby formula, eggs, and medicine. Last week I sat down for coffee with a former retail pricing director who spent 14 years building supermarket margin algorithms before leaving the industry. What he shared over the table completely changed how I look at a grocery aisle. "Retailers just turned static shelves into live stock tickers. The question is not whether grocery chains will use instant price changes, because they already spent billions installing the hardware. The question is how much extra money a family of four will lose every week simply because both parents work until 5 PM and cannot shop during off-peak hours." Here is how the digital grocery pricing system actually works, how it tracks you in the aisle, and the exact phone settings and checkout playbook you need to beat it.
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2 days in and Fable 5.2 is still firmly behind Opus 5.5 for me. What are other people finding?
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One of the biggest mistakes I think people are making is viewing AI as labor replacement dollars only instead of incremental dollars. To explain with an example, I've spent hundreds of dollars in API credits on the video editing and animation pipeline for @hwghshow. The AI critic would say that's work that could have gone to a human animator. The thing is, no, it isn't. The combination of the cost of a human animator, the overhead to find and manage that animator, and the speed of iteration I need (with a punishing content schedule like I have) means that there was never any chance of spending dollars on a human animator before. These incremental dollars that I am spending are only unlocked because the AI can do it. It is net new economic activity that wouldn't have existed before the last couple months of AI capability.
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For everyone saying that a $1.4T Anthro IPO is a serious reduction from the $2T that was being floated, worth remembering it was never Anthropic actually floating that number. It was investors being asked by journalists where they thought it would land.
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It's hard to describe how little the percentage of an AI labs research that is done by AI says about how much general white collar work it AI will automate.
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Best post about this 👇
It's incredible what a super power it is to just not have sex with strangers
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Apple has finally changed the podcast ranking algorithm to un-recognize fake reviews and ratings, and things are right back where they should be!
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I don't think data centers stop getting built. I think emboldened leaders demand: -No NDAs/Full process transparency -Paying full cost of infra/electric (and subsidizing everyone else's) -Actual consideration for quality of life concerns -Big $$ involvement in local communities And the builders will positively JUMP to agree to it all. New leaders deliver a win for everyone while being "tough on tech" and the whole system keep turning -- in a way that's frankly better and more sustainable.
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Remember when last year @profplum99 said the actual poverty line was $140,000 and experts guffawed while everyone else shared the shit out of it because it felt accurate to their lives? If you took it seriously, last night's election results probably weren't a big surprise.
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Nathaniel Whittemore retweeted
I gotta say this is one of the best write-ups of tech through the last two decades that I’ve heard. Very cool podcast @nlw ! open.spotify.com/episode/3b6…
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Every market debate AI is just a proxy battle for how big you think AI demand is.
Only 250 ppl spending $10M+ is wild & this is the Anthropic bull case succinctly put. It doesn't matter if margins come down / are thin, basically no one is actually using AI yet, and everyone will.
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And we wonder why people are fucking sick of social media and distrustful of the platform companies
My entire feed is posting about emergency preparedness. What the fuck is going on?
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Nathaniel Whittemore retweeted
Replying to @nlw
@nlw Does. Not. Miss! VERY well done. Should be required listening for folks.
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New pod, who dis? @hwghshow
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