Simon Willison: “Both Anthropic and OpenAI are planning to IPO, but I suspect there’s a more important factor here: I think they’ve finally found product-market fit, with the coding/general-purpose agent products embodied by Claude Code/Cowork and Codex…Coding agents really did change everything. These are tools which burn vastly more tokens, but are also quickly becoming daily drivers for the work carried out by extremely well-compensated professionals. Right now that’s still mostly software engineers, but a coding agent is a tool that can automate anything you can do by typing commands into a computer… so they are clearly applicable to a much wider set of skilled knowledge workers.”
Avadhoot Revankar (Netcore): “This is what Agentic Marketing actually does. It doesn’t just tell you a journey isn’t working. It tells you why, who it’s failing, and what a different conversation would look like for each person. The Insight Agent finds the pattern. The Segment Agent separates Riya from Ramesh. The Content Agent writes differently for each. The Decisioning Agent decides whether to send at all — based on propensity, not a campaign calendar. This isn’t future technology. Platforms are building and deploying this today.”
Tyler Cowen: “AI is a marvelous tool, but it relies on knowing lots about the world. That can stem from reading the internet, watching videos of people folding clothes, and hearing recordings of voices, among many other ways of absorbing information. The more powerful the AI, the higher the returns from feeding it data, because it will make smart and useful inferences from those data. But most data in our world have never been put into AI models. Just consider corporate records, historical archives, referee reports for failed scientific papers, accounts of lab procedures, and much more. Most of that remains virgin territory. The next few decades will bring an immense investment in feeding more data into the AIs. So there will be new jobs in gathering environmental data, job safety data, construction site data, corporate and management data, public health data, agricultural data, education data, and much more. Those jobs could be yours.”
Mark Koyama reviews Recession by Tyler Goodspeed: “Recession strengthened my prior beliefs that policymakers simply don’t have enough information to even distinguish between a robust expansion and a speculative bubble in real time, let alone the tools to safely tame any bubbles that they did find. Rule-based monetary policy, which allows market participants to form stable expectations about what its response will be, while still allowing flexibility in the event of shocks, might be the best we can hope for. Here Goodspeed’s advice is sensible: policymakers should first do no harm before thinking that they have the ability to entirely tame the business cycle.”
