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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2026-09-09T07:40:51+02:00 Event JSON
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Last Notes 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 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 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 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 npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo The Wall Street Journal is reporting that most big tech companies underreport how much water their data centers use. They often disclose water used for cooling but omit what the power plants supplying them consume. Meta is rare in counting both, 19B gallons in 2024 was 20x its direct use. https://www.wsj.com/tech/ai/ai-data-centers-water-use-901e2902?utm_source=chatgpt.com https://media.mas.to/media_attachments/files/116/862/543/645/032/901/original/c8b63983c0e7f7df.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo The team at Levels.fyi have plotted compensation and layoff data for the past 24 months to determine the best place for software engineers to get hired in big tech. Anthropic is the standout with $800K average compensation and no layoffs. It’s ironic that the company most vocal about its engineers no longer writing code by hand, pays them the most. https://www.linkedin.com/posts/hakeemshibly_for-years-choosing-where-to-work-as-an-engineer-activity-7478543439874416640-kY1e https://media.mas.to/media_attachments/files/116/862/358/790/569/995/original/0cdadcbddebf7911.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo David Sacks argues that while Anthropic talks about open source models being “dangerous”, the real danger to businesses is deploying Claude and Anthropic uses your IP to compete with you. He implies this is what happened with Figma and Claude Design. https://media.mas.to/media_attachments/files/116/854/236/116/550/367/original/6b08be9eec4c7ff8.jpeg https://media.mas.to/media_attachments/files/116/854/236/432/830/861/original/ad70cfc462b9bb4d.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo I recently heard someone say that Silicon Valley is the only place where someone making $2 million a year is unhappy. The people making $200,000 are downright miserable. 😭 https://sfist.com/2026/06/30/the-ai-elite-is-making-even-six-figure-sf-tech-workers-feel-priced-out/ https://media.mas.to/media_attachments/files/116/851/357/129/722/450/original/95aa533ad4814f62.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo As AI companies have switched businesses to token based pricing in recent months, it’s now common to hear reports of companies questioning the ROI of AI tool usage and scaling back employee adoption. To pay for the data center investments will require even higher pricing and more business adoption but the value may not be there. https://blog.dshr.org/2026/06/ais-affordability-crisis.html?m=1 npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo The Overton window has fully shifted to “do you deserve to get shot in the face by government agents if you don’t get out of your car when asked?” We are so lost if this is what the paper of record considers a valid discussion. https://media.mas.to/media_attachments/files/115/905/822/205/477/122/original/7415db26fe749f04.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Hakeem Jeffries voted for Charlie Kirk Day but still isn’t sure if he’ll endorse Zohran Mamdani. This is why the approval rating of the Democratic Party is lower than Trump’s or the GOP. https://media.mas.to/media_attachments/files/115/232/697/647/015/506/original/1aaa7a20dd342b28.jpeg npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo The CEO of Lowe’s tells new graduates that they don’t have to worry about AI taking their jobs if they give up on dreams of white collar jobs and a corner office. “AI isn’t going to fix a hole in your roof,” he said, “it’s not going to respond to an electrical issue in your home.” So much for that college degree, I guess. https://fortune.com/2025/06/30/lowes-ceo-marvin-ellison-ai-impact-workforce-gen-z-customers/ npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo I’m genuinely curious about why it took the election results for millions of people to leave X. Did the content or moderation policies suddenly become worse or did people suddenly realize they were on Truth Social 2.0? If you left X this month, can you share why? npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Sometimes I wonder what the history books will write about the Trump era in American politics then remember history is written by the victors. It’s quite possible history books will talk about how his political enemies falsely persecuted him with multiple felony & civil trials after his first presidency only for “the people to speak” and he won the next elections and smited his enemies. This is why voting matters especially those in swing states who are opposed to such a future. npub1t7rr7j99rwt57zrqnfd9sxxcmpy034647rmp2k22vfk6gugm0rfqaydsf2 Dare Obasanjo Every company is going to use AI, both traditional machine learning or generative AI. Articles decrying this is like articles complaining about companies making products in factories with machines instead of by hand. It’s old man yelling at clouds. https://futurism.com/hasbro-ceo-ai-dungeons-dragons