Regulate big tech with a thousand startup piranhas. Or protect big tech with a thousand anti-startup regulations. Those are the choices.

Innovation does more to keep Big Tech in check than regulation ever could. @balajis says billion-dollar acquisitions are a sign of Big Tech’s weakness. They show what incumbents couldn't build and fund startup piranhas to fill the gaps. Block the exits, and you shut down the next generation.

LLMs may have topped out, for now. But the broader AI deployment has just begun.

Introducing AI agents alongside humans on the Internet is like introducing cars alongside humans on physical streets. (1) Some spaces will be AI-only, like bots trading against each other, similar to dedicated highways for cars. (2) Some will be human-only, like proof-of-human social networks, similar to walkable communities offline. (3) And some will be a mix, like Claude Code, similar to city streets with human and machine mixed in close proximity. But the whole digital world will need to be rearchitected.

There are now two kinds of AI retards. The first kind of retard uses AI everywhere, even where it shouldn’t be used. The second kind of retard sees AI everywhere, even where it isn’t used.

The deep point is: the Internet is not the same as America. Every graph shows that the Internet is economically competitive. But America minus the Internet is not.

Why the AI job loss narrative is overhyped: AI models still need to be prompted and verified, often iteratively, to drive business value. As @balajis says, AI is middle-to-middle, not end-to-end. Humans do the stuff at the ends (supervision); AI does the stuff in the middle.

"AI is amplified intelligence, not artificial intelligence...That just means the smarter you are, the smarter the AI is." ~@balajis

Important blog post by @balajis rebutting the prevailing narratives around AI job loss and the future of AI being a centralized superintelligence which controls us.

Ten thoughts on AI.