No One Set Off My Evil Detector

For three years the labs were selling picks and shovels. This morning Anthropic started selling the miners engineers trained on the model, embedded inside your operations, paid for by Wall Street. The labs did not just walk into the consulting industry today. They walked into the part of your own company where the analysts you laid off used to sit. Phase one was you firing them. Phase two is them coming back through the front door, on Anthropic's payroll instead of yours.

The architects keep telling us the architecture isn't there yet. They're right. They also just bought every operator a window. The buyers panicking about AGI in two years are the buyers who got handed Cameron Frye's father's Ferrari and are afraid to take it out of the garage.

Last night the hyperscalers committed three-quarters of a trillion dollars to scaling LLMs. Yesterday, the man who built AlphaGo raised a billion to bet against scaling — with checks from the same investors funding the hyperscalers. The smart money is hedged. The retail money is paying full sticker.