CROSSPOST: NOAH SMITH: The AI Bust Scenario That No One Is Talking About
Think of airlines: very useful, very high-tech, immense user surplus, next to no profits. Even if AI works, and even if it gets adopted very fast, it might not make much in the way of profits for anyone. The part of Noah Smith’s post above his paywall…
<https://braddelong.substack.com/p/crosspost-noah-smith-the-ai-bust>
2025-12-09 Tu
#noah-smith
#ai-bubble
#mamlms
#the-ai-bust-scenario-that-no-one-is-talking-about
#macro-outlook
#subturingbradbot

The AI-Bubble's Most Likely Endgame Looks to Be Not Apocalypse, But an Awful Lot of Useful Compost
All the digging will not uncover a Golden ASI Pony. But the digging will spread an awful lot of very useful fertilizer around, in which very useful and valuable things will grow…
<https://braddelong.substack.com/p/the-ai-bubbles-most-likely-endgame>
2025-12-05 Fr
#the-ai-bubbles-most-likely-endgame
#not-apocalypse
#useful-compost
#mamlms
#subturingbradbot
#macro-outlook
#ai-bubble
#this-is-nuts-whens-the-crash

The Best Things I Have Found on the Unreasonable Effectiveness of Neural Networks
It may simply be that I am in a very unusual position with respect to what I know & what I don't, but I found these three videos from Welch Labs to be incredibly enlightening with respect to the unreasonable effectiveness of neural-network models…
<https://braddelong.substack.com/p/the-best-things-i-have-found-on-the>
2025-09-15 Mo
#mamlms
#neural-networks
#the-best-things-i-have-found-on-the-unreasonable-effectiveness-of-neural-networks

An Interim Report on My Experience with Dia Browser Use, & MAMLMs More Generally
Contexts, copilots, and chatbots: A mid-course report on the AI-augmented web…
<https://braddelong.substack.com/p/an-interim-report-on-my-experience>
2025-08-13 We
#mamlms #diabrowser #an-interim-report-on-my-experience-with-dia-browser-use

Digital Perikles vs. the Odd Roommate: State of the AI on ChatGPT5 Day
“I think it is finally time to anthropomorphize the heck out of it”: some brief field notes on conversing with an unreasonably effective yet clearly massively subTuring software machine…
https://braddelong.substack.com/p/digital-perikles-vs-the-odd-roommate
2025-08-09 (Sa)
#adam-farquhar
#mamlms
#subturingbradbot

MILKEN INSTITUTE REVIEW: Behind the Hype: What "AI" Is & Isn't
In the summer 2025 issue of the Milken Institute Review. Silicon dreams & nightmares & the real sakes of the AI frenzy comprised of machine minds, human motives, & a lot of tangled hype…
<https://braddelong.substack.com/p/milken-institute-review-behind-the>
2025-07-24 Th #behind-the-hype #milken-institute-review #mamlms #subturingbradbot