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Dario Amodei — "We are near the end of the exponential"

dwarkesh.com

"That's why I'm sending this message of urgency"

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An Economy of Empathy at NBPy

The historical roots of current-day tech sector is infected with eugenic ideals, misogyny, and fascism. The tech industry must reckon with this troubled past.

0 inbound links website en Python By NightPythonMario Munoz
AI Capex 2026: The $690B Arms Race and FCF Collapse

Alphabet's free cash flow is on track to fall 90% in 2026. Amazon's is at $11B. $690B in AI capex is cannibalizing the cash that justified these valuations.

2 inbound links article en InvestingAI AI capex 2026hyperscaler capex 2026AI infrastructure bubbleAI spending free cash flowGPU depreciation stranded assetsAI capex vs revenue gapAI data center spending 2026telecom bubble AI comparisonSequoia 600 billion revenue gapinference cost declineDario Amodei AI spending riskAI infrastructure overbuiltGPU useful life depreciation riskAI capex bubbleBig Tech AI free cash flowhyperscaler AI investment sustainabilityJevons paradox AI compute
Perspective: AI demand is inflated, and only Anthropic is being realistic

The main usage metric for artificial intelligence, called tokens, looks explosive on paper, but it may be significantly overstated.

4 inbound links article en Technology cnbcArticlesTechnologySam AltmanShopify IncOracle CorpMicrosoft CorpAmazon.com IncNetflix IncBlue Owl Capital CorpSalesforce IncNVIDIA CorpMeta Platforms IncUS: NewsAI - Artificial Intelligencesource:tagname:CNBC US Source
The Structure of Engineering Revolutions

TL;DR: The resistance to AI-assisted software development among experienced software engineers isn't random or capricious–it follows the pattern Thomas Kuhn identified in scientific revolutions sixty years ago. What we're witnessing isn't a tooling debate. It's a paradigm shift, complete with anomaly denial, incommensurable worldviews, and paradigm defence mechanisms that have played out very similarly in every intellectual revolution Kuhn observed. Understanding this pattern won't make the transition painless, but it might make it possible.

2 inbound links article en