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Large Language Models Are Not Search Engines
Stochastic systems, vanishing guarantees, and why the old SEO mindset won’t survive the AI transition
4 hrs ago
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Dave Friedman
6
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Large Language Models Are Not Search Engines
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Enterprise AI won't happen any time soon
Enterprises require repeatable, auditable processes
Jul 2
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Dave Friedman
21
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Enterprise AI won't happen any time soon
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11
June 2025
VCs Don’t Understand AI
AI is a capital-hungry industrial revolution that eats margins
Jun 30
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Dave Friedman
23
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VCs Don’t Understand AI
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When AI Flips the Switch on Texas
ERCOT’s latest risk models show power no longer follows weather or gas. It follows GPUs. Until the grid starts pushing back.
Jun 29
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Dave Friedman
11
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When AI Flips the Switch on Texas
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4
Our AI Dreams Require Nuclear Power
Palantir and The Nuclear Company team up to usher in a new nuclear age for our AI dreams
Jun 27
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Dave Friedman
15
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Our AI Dreams Require Nuclear Power
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The AGI Bottleneck No One Wants to Admit
How can AGI be imminent if we can't build infrastructure for it?
Jun 26
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Dave Friedman
29
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The AGI Bottleneck No One Wants to Admit
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9
The Energy Layer of the AI Stack
AI’s scaling ceiling isn’t algorithms. It’s megawatts, metallurgy, and lead times
Jun 25
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Dave Friedman
7
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The Energy Layer of the AI Stack
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Why AI Agents Don't Work
Why don't AI agents work, and what needs to be fixed?
Jun 24
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Dave Friedman
16
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Why AI Agents Don't Work
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When AI Firms Break the World They Inherit
How hyper-efficient artificial organizations may outpace regulation, absorb markets, and become sovereign powers in their own right
Jun 23
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Dave Friedman
9
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When AI Firms Break the World They Inherit
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1
What Sam Altman is Telling Us About AI
The view of AI from OpenAI's CEO
Jun 22
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Dave Friedman
25
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What Sam Altman is Telling Us About AI
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What LPs Get Wrong About AI
A strategic memo for institutional investors chasing AI exposure
Jun 19
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Dave Friedman
11
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What LPs Get Wrong About AI
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2
McKinsey Doesn't Understand AI
Don't bet your company's AI future on consultants
Jun 18
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Dave Friedman
70
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McKinsey Doesn't Understand AI
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