Dan Shipper@danshipperIn less than a month @OpenAI launched a totally new social media app / format AND a new browser. Can anyone remember a time when companies this size were shipping so fast? It’s a new benchmark for the velocity of world class software teams.Opens with an observation
Dan Shipper@danshipperClaude Cowork isn't chat—it's async AI for the rest of us. Ask your computer to do something. Walk away. Come back to results. Claude Code users know this feeling. Now non-technical folks get it too.Opens with an observation
Dan Shipper@danshipperThe message that this headline conveys is at odds with what people inside the big labs are actually feeling / saying. It’s technically correct, but the takeaway for the casual reader (AI progress is slowing) is exactly the opposite of what I am hearingOpens with an observation
Dan Shipper@danshipperpretty cool to have the kicker in this @WSJ piece on OpenAI vs Anthropic! i stand behind this…has been pretty clear since early spring that the momentum is shifting to @openai it’s a fascinating comeback story t.coOpens with an observation
Dan Shipper@danshipperI predicted this might happen on on @lennysan’s pod last year Higher productivity from each individual employee with AI, makes it appealing to reshore certain jobs back to the US to be close to customersOpens with an observation
Dan Shipper@danshipperTea leaves: In order to be competitive today Google needs to catch up on frontier coding. Demis believes different fundamental research directions (like world models) are more important to his long term goal even if they’re less impt competitively todayOpens with an observation