Buy the Rumor; Sell the News

Home
Notes
Archive
Leaderboard
About
Open vs Closed AI: How Far Apart Are They?
Open-source models tend to be about one year behind state of the art closed-source models
 • 
Dave Friedman
How will we pay for AI agents?
SaaS pricing models likely won't work, since AI agent output is dynamic
 • 
Dave Friedman
Artificial Intelligence augurs a new age
As with the Industrial Revolution, advances in artificial intelligence promise to radically restructure society
 • 
Dave Friedman
AI and the Institutional Reckoning: Adapt or Perish
AI will disintermediate many sclerotic institutions
 • 
Dave Friedman
4
Stablecoins provide liquidity to AI agents
AI agents will use stablecoins to transact value
 • 
Dave Friedman

December 2024

Resistance and Progress: The Clash of Technology and Tradition
Like every new technology, AI forces us to face some uncomfortable questions about what it means to be human
 • 
Dave Friedman
1
Benefits Matter More Than Features, Most of the Time
Customers care about benefits more than features, most of the time.
 • 
Dave Friedman
4
Flourishing in the AI slop mines
Everyone hates AI-generated content, so I started a newsletter devoted to AI-generated content
 • 
Dave Friedman
3
Understanding Inference and the "Stochastic Parrot" in Large Language Models
Everyone uses LLMs but few people understand how they work or what their limitations are. Let's fix that
 • 
Dave Friedman
3
AI Benchmarking: Measuring Progress Toward Smarter AI
We need to know how various models perform relative to each other, in order to track our progress
 • 
Dave Friedman

November 2024

© 2025 Dave Friedman
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture