That is to say, not that much gymnastics. Like a cartwheel at most.

I’m not sure I completely agree.. I think these types of questions are more a response to the level of hype around LLMs and less about knocking people down. You see a lot of people excited about the personal productivity app they vibe-coded (which IMO is totally legit - it’s cool that run-of-the-mill apps that used to require a professional developer are now available more on demand), and yet it’s hard to think of a new piece of high-impact traditional software that has come out since the release of ChatGPT.

But it’s also hard to think of the most recent piece of important traditional software that came out… at all. I couldn’t even name the most recent Photoshop-like release. Ableton / Fruityloops? Tableau? Big pro-sumer apps kind of plateaued in the early 00s.

LLMs have made it easier to develop software, but at the same time they’ve also raised the bar of what’s worth writing software to do. Many things that used to be apps are now just prompts. Maybe ChatGPT was the next Photoshop - it turned writing basic apps from a profession into a hobby.

Anyway. Good post - definitely not written by an LLM, and that’s a good thing.

… and Teams is where it will stay! Microsoft’s piss-poor integrability across its productivity suite is the single biggest reason agentic AI will fail to deliver its promised productivity benefits. You probably could build an agent to do a lot of people’s jobs, provided it had unfettered access to Teams, Outlook, Word, Excel, and PPT. But I can’t think of an organization who would want to grant that access today, and even if they wanted to, the solution here is to expose a self-managed HTTP endpoint for all your Teams traffic? Seriously?

It’s funny, I hear the exact same phrasing used when justifying Tesla’s valuation. “It only makes sense if…” … if you ignore what the actual, physical business does today, and picture it doing something entirely different, beyond its current capabilities (robotaxis, androids, etc)

The difference with this pie-in-the-sky ambition (Mars Colony) is that I don’t even understand how it would be profitable if achieved. What do you get from a Mars colony? What on earth (no pun intended) could you extract from it that would command that amount of value? This isn’t like colonization of the americas, where there was a trove of readily available natural resources to extract and sell back to the mainland markets - nothing is going to get shipped back from Mars any time soon. A Mars colony could only be supported through significant public investment - so is the valuation justified via the expectation that SpaceX will be the primary vehicle for public investment in Mars exploration, or through the centuries-long payback period of founding a self-sustaining civilization? Or both?

I suppose it depends on your definition of “doing” - if it’s “writing code”, then sure. But there’s a whole world of actual, physical “doing” that AI is nowhere close to matching humans at, and it’s much easier for me to envision a world where AI replaces the management / “thinking” layer of society than the physical labor. Which is scary, because it’s the opposite of his (and I would assume most people’s) ideal.

Isn’t the far more likely explanation here that they (Israel / US) tried to strike an IRGC base and missed?

I think Anthropic knew full well that by publishing their disagreement, it would sink the deal and relationship, and I think they also calculated (correctly) that that act of defiance would get them good publicity and potentially peel away some of OpenAIs user base. I think this profit incentive happened to align with their morals, and now here we are.

“Israel strikes two schools in Iran, killing more than 80 people”

https://www.aljazeera.com/amp/news/2026/2/28/israel-strikes-...

Welp, better luck next time

Now you’ve got the people whose jobs suck and want their old jobs to come back vs the people whose jobs suck and just want to dispense with the illusion that everyone needs to be employed. Either way, the money-generating corporate automaton needs to cough up some of its profits to fund people’s existence. If everyone could just agree on how, maybe they’d get somewhere.

Meanwhile, I will continue to cling to my slice of the corporate automoton pie.