The reality is they lost the narrative on agentic once Clawbot dropped, so now they are back to AGI. Let’s be real, AI is predictive text on steroids, that’s it. I like Anthropic and Claude as a product, but all this AGI talk is marketing to validate their valuations.
My thoughts exactly. They are fear mongering so that they can keep the bubble from bursting. But all it takes is one stakeholder from sweating a little bit and scaling back
I find it wild how “near the end of the exponential” sounds like things slowing down, when in practice your breakdown makes it feel more like standing at the base of a vertical wall that suddenly appeared in front of the whole economy.
The two-curve framing (capabilities vs. diffusion) is especially clarifying; it explains why people’s lived experience still feels incremental even as lab demos cross thresholds like end-to-end software engineering in 1–2 years.
What sticks with me most is the idea that the real bottleneck now is not raw intelligence but organizational judgment and culture: who learns to direct a “country of geniuses in a data center” without blowing their own feet off.
The reality is they lost the narrative on agentic once Clawbot dropped, so now they are back to AGI. Let’s be real, AI is predictive text on steroids, that’s it. I like Anthropic and Claude as a product, but all this AGI talk is marketing to validate their valuations.
My thoughts exactly. They are fear mongering so that they can keep the bubble from bursting. But all it takes is one stakeholder from sweating a little bit and scaling back
I find it wild how “near the end of the exponential” sounds like things slowing down, when in practice your breakdown makes it feel more like standing at the base of a vertical wall that suddenly appeared in front of the whole economy.
The two-curve framing (capabilities vs. diffusion) is especially clarifying; it explains why people’s lived experience still feels incremental even as lab demos cross thresholds like end-to-end software engineering in 1–2 years.
What sticks with me most is the idea that the real bottleneck now is not raw intelligence but organizational judgment and culture: who learns to direct a “country of geniuses in a data center” without blowing their own feet off.