Kafanov Unbound

Is Claude becoming European? – Business as usual is disrupted by summer – Takes a 90-minute break every day – The most ambitious worker is leaving for the US

Honey, why are you crying over your $750 Swarovski Shrek? I thought you loved jewelry??

Oh, cool, they have a “How AI works” display at V&A East, and visitors are really taking time to understand the technology Looks closer: yep, it’s half-assed, unburdened by sourcing anti-AI propaganda

The Fable/Mythos export controls are so unexpected, and so leaky at denying access to geopolitical adversaries, that they almost look like a risky pre-IPO PR gamble by Anthropic's friends in government, and a backfiring one at that. Consider: 1. NVIDIA hardware ends up in China easily enough 2. Businesses around the world supply the war efforts of sanctioned states 3. Hacking isn't exactly legal, yet North Korea routinely steals billions 4. Proprietary tech gets stolen by people so deeply embedded and incentivized (see any number of corporate-espionage cases) that no blanket citizenship policy could stop it Basically, it looks like another Singapore situation (Singapore being China's main VPN gateway for, among other things, accessing Western AI models), except now you'd just get a wave of new American residents instead If the market reads this as "the government can evaporate 30–40% of any AI lab's total addressable market at any moment," the upcoming AI IPOs are looking even more interesting

All eyes are on the biggest IPO in history. Fair, SpaceX is a great company putting on a great show Meanwhile, our Xerox call quietly delivered a 50%+ gain in four months Yes, Xerox. The printer company You don't have to chase the shiniest thing on the market. There are gems everywhere if you're willing to look Unlock more ideas with a free trial: https://www.opportunity-report.com/subscribe

Ah yes, when I think “transformational marketing improvement”, I too think 16% higher ROAS Partner blurbs used to be less blatant

18-24 hate AI so much that at this relatively small level of employment displacement we're a couple years away from AI riots I'm 80% confident this is an "I won't find a job" vote more than anything else Tragic. These kids would benefit from AI the most both in how fast they can acquire skills and ship, and in taking the jobs of non-AI-native employees I guess a big part of parenting going forward is making sure your kid doesn't outsource their critical thinking to AI or actively box themselves into a permanent underclass by denouncing tech

I’m not saying lawyers like these two should be banned from practicing, but my god, wouldn’t it be nice to make them display a quote about their AI use on all their marketing material, the way we made FX brokers display the number of customers who lost money trading last year I imagine “I didn’t know LLM output needed verification, and when I did, I did nothing about it” would do wonders for their business

Zero hate here, but has there ever been a better setup for McConaughey's "you gotta pump those numbers up, those are rookie numbers in this racket"?

Businesses be like “we’re serious about adapting to the shift to LLM discovery” and then just pay for a barely working GEO position tracker without even adding ChatGPT and the like to a post-purchase “how did you hear about us” survey