Opinions about product management, technology news and inclusivity in tech. Diversity is about demographics, inclusion is about creating a sense of belonging.
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2026-09-09T05:40:51Z Event JSON
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Last Notes npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo The list of software industry trends below resonates with what I’m seeing and hearing from friends. • IDE usage has plummeted in favor of coding agent CLIs. • Flattening, Super ICs and career development is on the back burner everywhere. • Costs now matter for AI tokens. • Everyone is overworked https://media.mas.to/media_attachments/files/117/252/678/330/100/305/original/b5e3fd32f11ba4dd.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo People in AI labs need to go outside and touch grass. Climate change is literally killing people. More than 1,300 are dead and 5,000 missing after a climate-linked glacier collapse devastated Nepal. Claude running in a loop trying to hack a website is just another Tuesday. https://media.mas.to/media_attachments/files/117/242/679/556/049/144/original/3977f870bf67f8c1.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Mathematician Terrence Tao talks about how AI companies solving the hardest math problems is changing the field. If AI can solve any problem with enough money spent on tokens then even sharing the problems you’re working on could get you scooped. This is how I’ve felt about software all year. https://media.mas.to/media_attachments/files/117/241/533/162/254/908/original/d834d1824fc62626.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Anthropic is being sued by Claude Max users who say its $100-$200 plans advertised 5x-20x usage while session and weekly limits prevent them from getting that much. Anthropic has been aggressive in pricing and usage limits which is beginning to backfire across both business and power users. https://www.theverge.com/ai-artificial-intelligence/990313/anthropic-class-action-lawsuit-pricing-subscription-plans https://media.mas.to/media_attachments/files/117/241/501/218/516/492/original/cc6800a3f1306cbe.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Tired: Layoffs are due to AI. Wired: Old age has been cured by AI. The shift with companies like Uber and The Trading Desk doing mass layoffs without claiming it’s due to AI is just one narrative shift expect given the backlash. There’ll also be more stories like these in coming months. https://media.mas.to/media_attachments/files/117/229/984/611/485/726/original/977d6a09882b474e.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo One of the weirder trends in Big Tech’s AI obsession is the idea that expertise is becoming less valuable. Imagine two arguments: 1. AI enables radiologists to review more scans. 2. AI enables anyone to be a radiologist. “Everyone is a builder” increasingly sounds like Big Tech embraced #2. npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo The impact of AI-native development at OpenAI • Researchers use $600+/day of AI tokens with the top 10% at $7,000+ • Humans still plan, but OpenAI says it hit “automated research intern” in 2026 and targets an automated researcher by 2028. • AI agents have already reduced the need for internal tech support enough that one team eliminated office hours entirely https://openai.com/index/research-acceleration-view-inside-openai/ npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo It’s so wild to me that Uber laid off 3,300 people and blamed it on the employee survey results that there was too much bureaucracy at the company. npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo It gets worse when you remember that the Strait of Hormuz was open before the war started. So we’re spending $40B and people are dying on both sides to return to the status quo from January. Everything is socialism unless it’s money for killing people in pointless forever wars. https://media.mas.to/media_attachments/files/117/219/383/214/058/421/original/b5aef796358ac264.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Frontier AI models are converging on similar levels of intelligence, yet the cost per task can vary by 10x-60x depending on the model. That pricing gap seems impossible to sustain as models become increasingly substitutable. A lot of frontier lab economics depend on customers continuing to pay huge premiums for increasingly marginal intelligence gains. https://media.mas.to/media_attachments/files/117/216/479/427/627/660/original/6ca3a5f060aeca3d.jpeg https://media.mas.to/media_attachments/files/117/216/479/855/717/090/original/0697a25b37d78ccf.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Microsoft plans to introduce 5 - 15 hour limits to cloud gaming starting in November. Gamers will be able to purchase more hours if they hit these limits. Microsoft spent $75B buying Activision to try to make Game Pass the Netflix of gaming and it flopped. Now it’s about cost cutting not growth. https://aftermath.site/microsoft-xbox-game-pass-cloud-gaming-time-limits/ npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo In honor of Uber shutting down in Nigeria this week, here’s my favorite story about Uber in Nigeria. https://media.mas.to/media_attachments/files/117/206/712/411/193/227/original/f8e9bb21ad05fcb0.mp4 npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo It’s taken longer than I expected but I’m beginning to see signs that people and local businesses are struggling financially in ways they can’t hide. It’s truly sad because there are no grownups in the room who are going to turnaround the economy. No one is coming to save us. Be kind to each other npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo According to Ara Kharazian, Ramp’s chief economist, their data shows that 80% of spending on Anthropic & OpenAI come from 1% of their customers. This is a major risk as it implies their massive revenue growth is fueled by a handful of tokenmaxxing companies and they’re vulnerable if they slow spend https://media.mas.to/media_attachments/files/117/204/688/998/558/290/original/753af0d810e55282.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo A Florida “Deputy of the Year” resigned after an investigation found he used Flock cameras to track his ex, put a gun in his girlfriend’s mouth during sex, used racial slurs and apparently gave a Nazi salute. This seems to have been the final straw for Flock in Florida. https://media.mas.to/media_attachments/files/117/193/156/798/998/639/original/f2e504a6d953ed1f.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo The downside of turning over your company’s engineering capacity to frontier AI labs is that you can literally run out of coding ability unless you pay up. Real life has become a Black Mirror episode. https://media.mas.to/media_attachments/files/117/187/097/668/463/215/original/aef038e37bd24b9e.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Anthropic accusing Chinese labs of distilling Claude while Chinese open weight models keep getting better and Claude users increasingly complain that Anthropic’s models are getting worse needs to be studied. https://media.mas.to/media_attachments/files/117/185/092/741/870/390/original/9de22aaff6e02000.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo It’s funny how little sense corporate policies make. The same companies that argue employees can’t be trusted to do their jobs unless they commute into the office also argue those same employees should have access to unlimited tokens to generate AI slop without supervision. npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo So much for the SaaSpocalypse. Salesforce raised its full year guidance and announced a Claudeforce partnership with Anthropic. It’s AI ARR now almost $4B. Okta also raised its full year guidance and operating profit more than doubled. The market bet wrong on vibe coded alternatives killing them https://media.mas.to/media_attachments/files/117/172/861/453/428/710/original/69f1021101ab3bb8.jpeg https://media.mas.to/media_attachments/files/117/172/861/741/164/819/original/54872cdad5d20a4c.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Nvidia buying Hugging Face for $12.9B, a week after Stripe bought OpenRouter for $7.5B, shows a major vibe shift towards open models. Major players are effectively betting against the dominance of OpenAI and Anthropic, or at least in Nvidia’s case are hedging their bets. https://www.cnbc.com/amp/2026/08/27/nvidia-hugging-face-acquisition.html npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo OpenAI has lost 12 senior executives so far in 2026: CRO, COO, Head of Sora, Head of Data Centers, Head of OpenAI for Science, Head of Ethics, Head of Enterprise AI Sales, VP of Sales for Americas, CTO Business Applications, Chief Futurist, Head of Robotics & Consumer Hardware and Head of Safety Systems. That is a remarkable amount of leadership churn for a company supposedly preparing to IPO. https://techcrunch.com/2026/08/26/how-do-we-explain-openais-executive-exodus/ npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo A mere speed bump on the road to $30 trillion in revenue. https://media.mas.to/media_attachments/files/117/159/822/486/746/439/original/86344efc9f65bcaf.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo I’m increasingly bullish on AI gateways like OpenRouter. Everyone talks about routing between models to save money. But after watching Claude go from amazing to annoying in six months, avoiding model lock-in may be even more valuable. Not sure that’s worth $7B, but the need is real. npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Moderna and Merck just announced the first successful phase 3 trial of a personalized mRNA cancer vaccine. They used AI (ML, not LLMs) to analyze each patient’s tumor mutations and choose up to 34 targets for a custom vaccine that trains their immune system to attack the cancer. https://www.nature.com/articles/d41586-026-02612-3 npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo The same legal doctrine used to sue tobacco, opioid & social media companies is now being applied to ChatGPT. Florida is arguing in court that ChatGPT causes many societal problems while being marketed as safe especially to kids. Florida also wants Sam Altman personally liable for his decisions. https://www.forbes.com/sites/lanceeliot/2026/08/19/florida-goes-to-court-and-asserts-that-openai-and-sam-altman-are-legally-a-public-nuisance/ https://media.mas.to/media_attachments/files/117/133/815/937/991/539/original/bb1e3eea4171f527.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo For the first time in 13 years of collecting the data, the CBRE has found there are now more tech workers in New York than San Francisco. This seems to have been driven by AI in two ways; AI-driven layoffs in SF and hiring for AI jobs in Finance in NY. AI giveth and AI taketh away. https://www.cnbc.com/2026/08/21/new-york-san-francisco-tech-talent-cbre.html npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo “I’ve heard a data center is being built in my neighborhood and I’m excited for all jobs it will create” https://media.mas.to/media_attachments/files/117/129/181/401/571/819/original/132b3fb7a6c2b2ba.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Republicans are begging AI companies to start creating positive PR about datacenters because they are at risk of losing elections because the GOP is now the pro-datacenter party. Who would have guessed there’d be negative repercussions from bragging about all the job loss AI would create? https://www.axios.com/2026/08/19/gop-data-center-memo-ai-election npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo It’s ironic that the people hailed as “job creators” are now intent on spending trillions to use AI to kill jobs. Jokes on us I guess. npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo The problem with hiring “AI natives” is that if you aren’t careful then all you’ve done is hire people who were very good at asking ChatGPT to do their homework. https://www.ft.com/content/c0aec3de-b553-4089-b5d3-074c5b83be57?syn-25a6b1a6=1 https://media.mas.to/media_attachments/files/117/114/001/484/306/728/original/0d0cd59109d82632.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo At least he appreciates that it's virtually impossible at this point. https://media.mas.to/media_attachments/files/117/106/829/148/898/369/original/21c0222993dafa41.png npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo "Elon buying Twitter is the beginning of us being able to speak our minds and for disagreeing to not be illegal. That's a big deal. We should all thank Elon for that." - Travis Kalanick, founder and former CEO of Uber https://media.mas.to/media_attachments/files/117/105/621/201/575/824/original/3f296395ebc531b8.mp4 npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Back in my day we used to walk uphill both ways in the snow to deliver a piece of software then they invented AI coding agents. https://media.mas.to/media_attachments/files/117/096/323/293/595/749/original/9c5148e4c6c6fe69.png npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Further confirmation that Anthropic is leaving OpenAI in the dust following the Financial Times report Anthropic plans to IPO at $2T. While $40B is an impressive run rate, Anthropic announced $47B ARR back in May during their series H funding round. Claude has only gotten more popular since then. https://media.mas.to/media_attachments/files/117/091/408/158/712/514/original/65c69f0ba467ee94.jpeg https://media.mas.to/media_attachments/files/117/091/408/489/769/113/original/7ed2e5388777847a.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Researchers found a way to extract the hidden reasoning from Claude, GPT and Gemini by replaying their encrypted reasoning chains into weaker models from the same vendor. They also found evidence Kimi K3 may have been distilled from Claude/GPT reasoning. They basically got the models to hack themselves. https://www.wired.com/story/a-new-trick-reveals-ai-models-inner-thoughts/ npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo In Q2 of 2022, Twitter made $1.08B in ad revenue. Thanks to the SpaceX IPO, we learn that number was $367M in Q2 of this year. He destroyed 70% of Twitter’s ads business in under 4 years. Luckily for the investors who funded the acquisition, he bundled X into SpaceX/xAI and they made money anyway. https://www.techdirt.com/2026/08/10/spacexs-earnings-show-elon-wiped-out-two-thirds-of-twitters-ad-business/ npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo An Australian user asked OpenClaw to book him into a gym class and move him up from 4th on the waitlist. The agent figured out various exploits in the insecure gym software to delete other people from the waitlist and book classes weeks in advance before they opened. This is a dog bites man story. If frontier labs like OpenAI and Anthropic can’t stop their AI agents from proactively hacking public websites, there’s no chance regular people can. https://www.abc.net.au/news/2026-08-10/ai-assistant-hacks-gym-website-aus-cyber-attack/107007986 npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Not hiring entry level workers due to AI adoption is definitely a tragedy of the commons as everyone will benefit from having a cohort of experienced Gen Z workers in 15 years yet few want to hire them today. However I doubt AI in 15 years will need the human oversight that LLMs currently require. https://media.mas.to/media_attachments/files/117/067/108/558/909/272/original/70f53db1c6522e5f.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Satya’s invocation of Jevon’s paradox during the initial hype around DeepSeek seems spot on in hindsight. Companies that may have found frontier models too expensive to adopt at Anthropic’s prices can now adopt Kimi/GLM/Qwen instead. So there’s more demand for Azure caused by the cheaper models. https://media.mas.to/media_attachments/files/117/067/005/367/201/767/original/a59e5c55fcdf4dc7.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Microsoft joins Amazon, Adobe, Atlassian, and Tesla in introducing AI token limits. There are now budgets set at the division level with employees being able to look up how much they’ve spent via dashboards. Additionally, their default AI model has been switched to cheaper one. Save that money! https://thenextweb.com/news/microsoft-tokenmaxxing-ai-spending-limits https://media.mas.to/media_attachments/files/117/045/082/419/585/333/original/84416c171c7536bc.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Google is losing two of its biggest AI researchers from day to day operations. 27-year Google veteran and Google Brain cofounder, Jeff Dean, is leaving Google with 3 others to focus on AI accelerating scientific research. Demis Hassabis is no longer CEO of DeepMind and is now their chief scientist. As AI research in big tech becomes more focused on LLMs and coding agents, I expect we’ll see more departures across the industry from people who got into AI research for the love of the game. npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo The most important skill in prompting is expertise in the domain you’re prompting for is well understood in many corners. It is why hiring across the software industry now favors super ICs and experienced seniors over entry level hires. AI makes you more productive if you know what you’re doing. https://www.seangoedecke.com/llms-reward-expertise/ npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo I’ve seen many engineers dunking on this position but I think it’s reasonable. Vibe coding is essentially replacing “no code” platforms and arguably the recent sale of Airtable is an indication of how that segment is compressing. Those users have no need for source code, it’s simply unnecessary. https://media.mas.to/media_attachments/files/117/039/110/787/070/052/original/eabce4aa3d68bb26.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Claude Code is like airplane WiFi. The first few times I encountered it, I was like “This is amazing and it changes everything.” After a few months I realized although it’s quite useful, it also kind of sucks. Now all I see are the ways it could be better but fails to live up to its promise. npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo I find it fascinating that if I tell Claude to hack my fake Bank of America website and it instead, in classic LLM fashion, hallucinates and hacks the real one then there is no law that addresses this? Quite the loophole. I wonder what other crimes are legal as long as you get an LLM to do it? https://media.mas.to/media_attachments/files/117/027/358/494/194/766/original/b285a5b1362a624f.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Developers having unlimited AI tokens to use frontier models is like sales teams having unlimited business class flights. It never made any sense and every company will eventually have AI token budgets. The question will be how much and what’s approved to use the budget on? npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Google is learning that you don’t have to add AI to every feature. The company rolled back the ability to add AI generated images to satellite imagery in Google Earth after people used it to generate misinformation. I’m confused. What did they expect the use case for using AI to modify satellite images was? https://techcrunch.com/2026/07/31/google-nixes-its-earth-ai-feature-one-day-after-launch-amid-criticism-it-would-spread-misinformation/ npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo A Nigerian born author, Jerry Falade, had his $2.4M book deal pulled because he was accused of using AI. There is unavoidable optics of a Black man writing a brilliant novel that people assume must have been written by AI. However the broader issue is we can’t trust any writing isn’t AI generated. https://hughhowey.com/the-end-of-an-era/ npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Microsoft had its best single day stock performance since 2008 this week and Amazon is now ripping as well. The reason for both is the same, demand for AI services is skyrocketing and they can’t build datacenters fast enough to keep up. If it’s a gold rush, the hyperscalers have found the gold. https://media.mas.to/media_attachments/files/117/014/964/009/690/289/original/cc121f8116c28370.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo The U.S. State department has taken "full responsibility" for presenting a map of Africa at a global AIDS conference that mislabeled every single country it highlighted. Every single one. The map had a watermark indicating it was made using AI from OpenAI. https://media.mas.to/media_attachments/files/117/012/460/934/459/267/original/77e0ef6279ba24df.mp4 npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo 24-year-old ex-OpenAI researcher Leopold Aschenbrenner built a $20B AI hedge fund called Situational Awareness. He bet heavily on AI related stocks until this week’s selloff led to a margin call and he had to liquidate his public portfolio. Actually sounds like a lack of situational awareness. https://www.nytimes.com/2026/07/30/business/artificial-intelligence-situational-awareness-citadel.html npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Things must be going really well with the economy and the war in Iraq if America’s top problem is prosecuting Fauci for imaginary crimes from six years ago. npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo OpenAI recently showed how tweaking the harness used in a benchmark made GPT Sol 5.6 go from 13.3% to 38.3%. This is a good example of the value of harnesses especially as models commoditize. Getting 3x the performance from using the right harness will likely beat any difference in models. https://openai.com/index/how-two-settings-tripled-our-arc-agi-3-scores/ npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo A few truths about frontier Ai companies 1. As models commoditize, they will have to move up the application stack to justify their valuations. 2. They will increasingly compete with their customers and the meme that they train on your data then compete with you will be harder to rebut over time https://media.mas.to/media_attachments/files/117/009/197/280/413/375/original/298d722292f3d2ac.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo 1,100 employees of OpenAI, Anthropic, Google, Meta and other companies asking the U.S. government to slow down AI development because there is “a real risk” that AI progresses faster than people can “understand or control.” My $0.02 is this wouldn't be needed if people could be trusted not to use unreliable LLMs in critical situations or at least appropriately sandbox them. But it seems even OpenAI can't figure out how to do that. https://www.theverge.com/ai-artificial-intelligence/972161/ai-leaders-us-government-openai-anthropic-google-meta npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Trump can’t help himself when it comes to bragging about his scams. In case, you’re wondering where Mitch McConnell is 😵 https://media.mas.to/media_attachments/files/117/001/049/461/132/955/original/d5dbb425cfc502c9.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo “You will get the country you voted for. That country is one where we will no longer innovate. We will be less secure, less healthy, and less wealthy because some community of people who influence what this country is do not see the value of science” - Neil deGrasse Tyson — It’s already too late. https://media.mas.to/media_attachments/files/117/000/780/095/474/557/original/f641450d2a4be049.mp4 npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Biden effectively banned Chinese EVs and now Trump is banning Chinese humanoid robots. Teslas secret weapon has turned out to be the U.S. government banning their competitors. A ban on Chinese open weight AI models feels inevitable in this climate. https://media.mas.to/media_attachments/files/117/000/709/083/709/615/original/35435a39768ce530.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Someone else observing that Opus 5 seems to have regressed in instruction following compared to Opus 4.8. As a productivity tool, improvements in smarts don’t matter if the agent is more prone to do the wrong thing because it’s hallucinating more. https://media.mas.to/media_attachments/files/117/000/235/075/404/935/original/ba9743ea19a2895a.png https://media.mas.to/media_attachments/files/117/000/235/463/566/204/original/1183b59e7c164651.png npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Elon Musk has finally launched X Money, a key part of his vision to turn X into an “everything app”. X Money combines a deposit account, peer-to-peer payments, and a Visa debit card inside X. It’s available to Premium X subscribers. This is the Cybertruck of debit cards. https://gizmodo.com/you-can-finally-trust-all-your-money-to-x-the-everything-app-2000791591 npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo “You are trying to kidnap what I have rightfully stolen.” - William Goldman, The Princess Bride https://media.mas.to/media_attachments/files/116/995/460/476/167/923/original/31af1462648521be.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Elon Musk has been crashing out on Twitter after being called out by an Economist interviewer who pointed out he says lots of racist things about the UK that are simply not true but his followers end up believing. “It’s why people loathe you. I mean, some people do loathe you.” - Zanny Beddoes https://media.mas.to/media_attachments/files/116/989/597/832/755/346/original/5b40e3a8a6e45bf7.mp4 npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo “And so while an Nvidia GPU is faster than an AMD GPU in most cases, because AMD GPUs have more memory, they actually end up outperforming in some cases. Or you can have a worse GPU, but a much better storage solution, and now you can outperform what the best GPU” - Dylan Patel of SemiAnalysisy https://media.mas.to/media_attachments/files/116/987/212/893/455/307/original/34772f21bdbbb02d.mp4 npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo MAGA really said inspecting food and getting vaccinated is woke but giving nukes to the home country of the most of the 9/11 terrorists is America First. You all deserve a decade of explosive diarrhea. https://media.mas.to/media_attachments/files/116/983/507/768/023/987/original/91a9a8cf57a4d278.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo I often think about how this cartoon went from satire to reality in America. People really got bored with having a well functioning government. https://media.mas.to/media_attachments/files/116/983/462/224/309/998/original/ded55338a111e5cb.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Anthropic AI researcher, Julian Schrittwieser, responds to Satya Nadella and Jensen Huang signing a letter supporting Chinese open weight AI models. 😬 https://media.mas.to/media_attachments/files/116/982/886/654/107/470/original/bc88ae8b0bd44405.jpeg https://media.mas.to/media_attachments/files/116/982/886/950/260/019/original/d3168958523ae3dc.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo This is an unsurprising take for a policy wonk. Admitting that policy decisions like making it harder to get healthcare, going to war, making it easier to access guns or cutting support for lifesaving food & drugs directly kills people would essentially declare government bureaucrats murderers. https://media.mas.to/media_attachments/files/116/981/132/537/400/799/original/346d9f5c6a347518.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Google just added selfie video as a sign-in and account recovery option. You can now prove it’s you with a short selfie video designed to resist photos and deepfakes. To fend off deepfakes and impersonation attempts, it requires you to turn your head to prove you are really in front of the camera. They also encrypt the video and only use it for login purposes. https://www.engadget.com/2221520/google-adds-selfie-video-log-in/ npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Apple has had to raise iPhone prices because of rising costs of memory chips given competing demand from AI data centers. Apple wants to start buying chips from Chinese chip companies but this will collapse the revenue & stock of companies like Micron who’ve been price gouging on memory chips. This is a very similar situation to Microsoft wanting open weight Chinese AI models while Anthropic & OpenAI want them banned. https://www.wsj.com/tech/trump-apple-micron-china-chips-784bbd3d?st=EeHhte&reflink=desktopwebshare_permalink https://media.mas.to/media_attachments/files/116/978/768/258/654/992/original/a34e35a72ac3cfc4.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Anthropic investors are punching the walls right now. The dreams of pulling an Uber by getting people hooked on cheap AI tokens then jacking up prices are dissipating. https://media.mas.to/media_attachments/files/116/975/697/415/149/116/original/dc8ab6431795eacd.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo The New York Times ran some tests to see if AI could replace an office worker and realized the fundamental flaw of LLM-based AI agents; they don’t follow instructions. The funny thing is how often AI bros excuse this by saying humans aren’t good at following instructions either. Computers got worse. https://www.nytimes.com/interactive/2026/07/23/technology/ai-agents-office-jobs.html https://media.mas.to/media_attachments/files/116/972/928/321/400/191/original/5cb2a62b4127fd4e.png npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo There’s now a race for which Elon Musk company will fall below a $1 trillion valuation first. What’s your pick? https://media.mas.to/media_attachments/files/116/970/373/409/865/690/original/dcbe310f808ee610.jpeg https://media.mas.to/media_attachments/files/116/970/373/716/905/921/original/1508893289f0a073.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo I can’t imagine being the literal richest human being in existence and making my entire online persona that of a racist incel. https://media.mas.to/media_attachments/files/116/969/568/588/132/216/original/a89cf014c1d6cfa0.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Big tech working on the new messaging of “AI is extremely powerful but not enough that you need to do layoffs.” This is more truthful marketing but then raises the question of how much money businesses will spend on AI if it’s merely a productivity tool and not a worker replacement? 🤔 https://media.mas.to/media_attachments/files/116/969/466/386/424/868/original/8d6742a0037d643d.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Writing code is now cheap but acquiring customers is not. New app submissions to Apple’s App Store are up almost +100% from 600K in 2025 to 560K so far in 2026. However app downloads are only up +2%. AI has led to a lot of new apps but not much more usage. This pattern will repeat across industries. https://www.nytimes.com/2026/07/20/technology/apple-app-store-vibecoding.html?smid=nytcore-ios-share npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo The UK government has elevated the Minister of AI to a cabinet level position. There I was thinking that companies having a Chief AI Officer were in danger of making an ingredient the entire meal. Here it’s happening at the country level. https://www.bbc.com/news/articles/cz97x8k4zqzo https://media.mas.to/media_attachments/files/116/960/754/410/633/770/original/54bff0e7c05217d7.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Even the Pentagon can’t afford to keep tokenmaxxing. After announcing an unlimited AI tokens policy in May, the army has sent out emails informing staff they were burning through too many tokens, and needed to limit use. 😅 https://www.wired.com/story/the-army-is-burning-through-its-ai-tokens/ https://media.mas.to/media_attachments/files/116/960/537/861/944/686/original/7e4c8611fe8e417f.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Paying good money to be lied to by a computer. We rolled back years of climate progress for this. https://media.mas.to/media_attachments/files/116/955/619/017/260/734/original/e66dd22abd5fddd1.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Google which once prided itself on how quickly it sent people away from its website has increasingly become a destination thanks to AI overviews and AI mode. Cloudflare says human traffic is down -40% to various websites since AI mode launched last summer. Google’s symbiotic relationship with the web is ending. https://www.nytimes.com/2026/07/20/technology/google-ai-open-web.html?unlocked_article_code=1.zFA.7A4y.kcG9Q_Hnu0C-&smid=bs-share npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Every week, a hellish science fiction trope is made real by tech companies. This time it's the paperclip maximizer. The thought experiment that an AI told to make as many paperclips as possible would use all the resources in the universe. OpenAI found their AI would try to find security vulnerabilities to hack its way around limitations such as being in a sandbox without internet access to compete its task. I'm now less impressed by how smart models are and instead how well they follow direction. https://openai.com/index/safety-alignment-long-horizon-models/ npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Few people realize how much credibility they lose once it’s clear their writings and actions are output from ChatGPT and Claude. If you’re a leader who uses AI in such a noticeable manner (and people notice even if you think they don’t), it’s shooting yourself in the foot in the worst way possible. https://media.mas.to/media_attachments/files/116/953/001/514/303/412/original/f46bf8e25fc3ce60.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo I saw the Odyssey and it was an incredible movie watching experience. It was deeply engrossing and everyone I watched it with agreed it didn’t feel like a 3 hour movie. Fantastic storytelling, great acting and an overall immersive experience. See it in theaters not streaming. ⭐️⭐️⭐️⭐️⭐️ out of ⭐️⭐️⭐️⭐️⭐️ https://media.mas.to/media_attachments/files/116/950/151/678/692/852/original/2167ad142107c814.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo I guess “we did layoffs and swapped a fixed payroll budget with a variable AI token budget that goes up every time Anthropic has a board meeting” is no longer good enough? https://media.mas.to/media_attachments/files/116/943/035/217/963/954/original/4caba7eb474e8e67.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Truth Social is planning to sell access to Trump’s posts to Wall Street before they become public. Trump is so brazen that not only is he admitting he posts to manipulate the stock market, he’s charging Wall Street to get in on the grift. https://media.mas.to/media_attachments/files/116/935/896/723/580/034/original/5c8adbb50c9e9013.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo BREAKING: SpaceX Set to Wipe Out $1 Trillion in Value as Shares Slide Below IPO Price https://media.mas.to/media_attachments/files/116/935/823/310/115/662/original/5c00205427108642.mp4 npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo “AI is a Trojan horse that everybody knows the Greeks are inside … in the last few years it's taken over Wall Street and the world of business and investment. I've never seen a technology advancing so rapidly, so completely rejected by the public” - Christopher Nolan, director of the The Odyssey https://media.mas.to/media_attachments/files/116/935/671/771/710/532/original/969386d6cb694f3d.mp4 npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Whiny guys whose entire personality is “no one wants to hook up with me because of my shitty views” is such an embarrassing modern phenomenon. https://media.mas.to/media_attachments/files/116/927/735/517/646/883/original/15fd76a69b7421f9.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo IBM stock cratered today after announcing it would miss analysts revenue expectations ($17.2B vs $17.86B expected) because their customers cut software spending to buy servers, storage, and memory ahead of anticipated price increases given demand from AI data centers. So much collateral damage from AI. https://media.mas.to/media_attachments/files/116/922/429/683/522/722/original/a4fdbd68e919310c.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo SpaceXAI’s Grok coding assistant was busted uploading entire codebases independent of privacy settings. Elon is in full hotdog costume mode promising to fire whoever did this. Anyone foolish enough to use Grok to do real work can only blame themselves. https://media.mas.to/media_attachments/files/116/920/289/319/073/132/original/bfebc752b687e7a8.png https://media.mas.to/media_attachments/files/116/920/289/659/502/092/original/efd2bd66f23bcaef.png npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo As Anthropic leapt into a leadership position on agentic workflows, it decided to raise token prices. Everyone else in the industry is now echoing the Jeff Bezos line, “your margin is my opportunity.” It looks like we’re about to see a price war in an industry that’s already unprofitable for many. https://media.mas.to/media_attachments/files/116/909/281/680/417/519/original/6226eb30346eef18.jpeg https://media.mas.to/media_attachments/files/116/909/282/013/352/365/original/5d4bf5f74a75be8f.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Benedict Evans asks if frontier AI models are destined to be the next high-margin tech monopolies, or the next low-margin commodity infrastructure like mobile networks? He argues that current dynamics point toward the latter, as models are trending towards interchangeability. https://www.ben-evans.com/benedictevans/2026/7/9/ways-to-think-about-token-pricing npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo This is how Trump pictures himself when he tweets about Iran. https://media.mas.to/media_attachments/files/116/904/233/831/809/686/original/a3315d3274b7248a.mp4 npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Let_them_fight.GIF https://media.mas.to/media_attachments/files/116/903/867/335/345/297/original/5b4d806f81478a1f.jpeg https://media.mas.to/media_attachments/files/116/903/867/681/065/722/original/f7026e1af250f21e.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Netflix execs are worried because its customers are beginning to watch its shows less. Netflix is now exploring ways to boost engagement such as adding live TV or bundling other subscription services like Peacock. I see this as part of the same zero sum attention challenge facing gaming. Too much competition for people’s recreational time. https://www.wsj.com/business/media/netflix-is-exploring-live-tv-and-bundles-as-it-struggles-to-keep-viewers-hooked-e1eb28f6?st=S1LJye&reflink=desktopwebshare_permalink https://media.mas.to/media_attachments/files/116/892/722/792/343/716/original/63e7d1c9ca4d346a.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo “Last year, Microsoft made $101 billion in profits, got a $12.5 billion tax break from Trump & paid its CEO $96 million. This year, it’s raising the price of an Xbox by $150 & eliminating 3,200 jobs. Please don’t tell me corporate tax breaks create jobs. It never trickles down.” - Bernie Sanders ~~ He’s wrong. Microsoft is actually eliminating 4,800 jobs. https://www.bbc.com/news/articles/c36yy27rnpeo npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo AI has enabled the greatest transfer of wealth in the history of the world. https://media.mas.to/media_attachments/files/116/887/702/907/181/239/original/e948b3eb22812e84.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo A Brown economics professor gave his students a take-home midterm this spring after students expressed anxiety following a school shooting. The majority of the students got near-perfect or perfect scores. He decided to have finals in-person; 18 dropped the class, 7 skipped the finals, with the results for the rest below. On one hand, it seems rough to hear that companies are no longer interested in hiring for entry levels but on the other hand, cheating due to AI is so rampant in schools that it seems like the safest bet instead of hiring people who have no understanding of the work. *sigh* https://www.insidehighered.com/news/faculty/learning-assessment/2026/07/08/brown-professor-suspects-most-his-class-used-ai-cheat https://media.mas.to/media_attachments/files/116/887/394/168/310/548/original/38dec138c6ff2ceb.png npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo After over 3 years of layoffs, I’ve felt this year was the tipping point where it seems most people in tech are now burned out on the industry. AI is the missing ingredient which has now made working in tech simultaneously exciting and an excruciating ordeal. It looks like the feeling is widespread The charts are from Lenny Rachitsky’s survey of how tech workers feel about their jobs and careers. The key takeaway is that AI is splitting workers in two; those who feel amplified by it, and those questioning whether they still have a place in tech. https://www.lennysnewsletter.com/p/how-tech-workers-are-feeling-in-2026?utm_source=post-email-title&publication_id=10845&post_id=195557892&utm_campaign=email-post-title&isFreemail=true&r=b0glu&triedRedirect=true https://media.mas.to/media_attachments/files/116/882/417/682/166/361/original/3caa25134cc0e196.jpeg https://media.mas.to/media_attachments/files/116/882/418/003/058/419/original/48b24566ec7dcc7d.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Later this month, new rules in China targeting AI companions that take on human-like personas have caused ByteDance and Alibaba to take down their AI companion chatbot features. The rules are intended to reduce the risk of people forming unhealthy emotional attachments to AI chatbots. Good policy. https://qz.com/bytedance-alibaba-ai-companion-chatbot-china-rules-070626 npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo The billionaire co-founder of AirBnB wants you to blame the babies of undocumented immigrants for starter homes being unaffordable. https://media.mas.to/media_attachments/files/116/867/826/114/258/285/original/2f9d2706ffce6820.jpeg