emollick · TEXXR

Microsoft seems to be launching its own branded version of Cowork (though I hesitate to discuss products I haven't tried) A big question is whether it will continue to use lower-end models without telling you. Also whether it will keep up as the space evolves, or is it a one-off [image]

2026-03-09 View on X

Microsoft 365 Blog

Microsoft launches Copilot Cowork, integrating Anthropic's Claude Cowork tech into Microsoft 365 Copilot and using Work IQ to ground its actions in work data

AUDIENCE — Try Microsoft 365 Copilot — Available on desktop and mobile devices — If you have used Copilot …

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Had early access to GPT-5.4 and Pro. They are very good. One fun illustration of progress, this is the same prompt I used in GPT-4 below (making a 3D space inspired by Piranesi) now in GPT-5.4 Pro. There were no errors, made in a single prompt plus one to “make it better.” [video]

2026-03-06 View on X

The Verge

OpenAI launches GPT-5.4, saying it is its “most capable and efficient frontier model for professional work” and its first with native computer use capabilities

The latest model comes with native computer use capabilities, allowing it to take on jobs across your device and applications.

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Had early access to GPT-5.4 and Pro. They are very good. One fun illustration of progress, this is the same prompt I used in GPT-4 below (making a 3D space inspired by Piranesi) now in GPT-5.4 Pro. There were no errors, made in a single prompt plus one to “make it better.” [video]

2026-03-05 View on X

The Verge

OpenAI launches GPT-5.4, saying it is its “most capable and efficient frontier model for professional work” and its first with native computer use capabilities

The latest model comes with native computer use capabilities, allowing it to take on jobs across your device and applications.

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The job impacts of AI are going to be complicated, both over time & within categories. I wish we had more granular data on juniors versus seniors, system integrators versus primary developers, etc. (i know many scholars are working on this) Also macro factors swamp AI, for now

2026-03-02 View on X

Federal Reserve Bank of Dallas

Early data show wages are rising for AI-exposed jobs that place a high value on a “worker's tacit knowledge and experience”, as textbook knowledge loses value

Artificial intelligence's impact on the labor market will depend on whether the technology automates or augments worker tasks.

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I had some early access to Nano banana 2. It isn't perfect but it is the first model to handle really complex images and diagrams with some consistency. “show me a where's waldo set in ancient Venice, but instead of waldo it is an otter wearing a blue striped pilots outfit.” [image]

2026-02-27 View on X

The Keyword

Google rolls out Nano Banana 2, aka Gemini 3.1 Flash Image, with faster image generation, advanced world knowledge, and precision text rendering and translation

Our latest image generation model offers advanced world knowledge, production-ready specs, subject consistency and more, all at Flash speed.

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Two things: 1) Given that effective AI tools are very new, and we have little sense of how to organize work around them, it is hard to imagine a firm-wide sudden 50% efficiency gain 2) CEOs with vision who hired well should also use AI for expansion & augmentation, not decimation

2026-02-27 View on X

CNBC

Block says it is laying off 4,000+ of its 10,000+ employees, saying AI tools have changed “what it means to build and run a company”; XYZ jumps 15%+

Block said Thursday it's laying off more than 4,000 employees, or about half of its headcount.

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Nano banana 2, first few attempts at complicated toasting Much faster, and not perfect but real improvements in text and ability to handle complexity - even getting detailed labels right at a level we haven't seen before (though still issues sometimes) [image]

2026-02-27 View on X

The Keyword

Google rolls out Nano Banana 2, aka Gemini 3.1 Flash Image, with faster image generation, advanced world knowledge, and precision text rendering and translation

Our latest image generation model offers advanced world knowledge, production-ready specs, subject consistency and more, all at Flash speed.

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Two things: 1) Given that effective AI tools are very new, and we have little sense of how to organize work around them, it is hard to imagine a firm-wide sudden 50% efficiency gain 2) CEOs with vision who hired well should also use AI for expansion & augmentation, not decimation

2026-02-27 View on X

Reuters

Block reports Q4 revenue up 4% YoY to $6.25B, gross profit up 24% to $2.87B, driven by a 33% surge in Cash App, and forecasts Q1 gross profit up 22% to $2.8B

Block (XYZ.N) on Thursday said it will cut over 4,000 jobs, nearly half its workforce, as part of an overhaul …

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Nano banana 2, first few attempts at complicated toasting Much faster, and not perfect but real improvements in text and ability to handle complexity - even getting detailed labels right at a level we haven't seen before (though still issues sometimes) [image]

2026-02-26 View on X

The Keyword

Google rolls out Nano Banana 2, aka Gemini 3.1 Flash Image, with faster image generation, advanced world knowledge, and precision text rendering and translation

Our latest image generation model offers advanced world knowledge, production-ready specs, subject consistency and more, all at Flash speed.

View original

I had some early access to Nano banana 2. It isn't perfect but it is the first model to handle really complex images and diagrams with some consistency. “show me a where's waldo set in ancient Venice, but instead of waldo it is an otter wearing a blue striped pilots outfit.” [image]

2026-02-26 View on X

The Keyword

Google rolls out Nano Banana 2, aka Gemini 3.1 Flash Image, with faster image generation, advanced world knowledge, and precision text rendering and translation

Our latest image generation model offers advanced world knowledge, production-ready specs, subject consistency and more, all at Flash speed.

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I am not convinced that this is the right way to think about “AI fluency,” either now or in the long-term, but it is good to see work on the subjects from the AI Labs, and the general advice here is very good. [image]

2026-02-24 View on X

Anthropic

Anthropic details the AI Fluency Index, tracking 11 behaviors that represent human-AI collaboration and measure how people collaborate with AI

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Like AGI 2027, this is “hard” science fiction - it is an attempt at scenario building (which is useful!) but not a fully plausible path. I think @alexolegimas's write-ups on the potential economics around AGI are a more useful basis for your predictions: https://aleximas.substack.com/ ... [image]

2026-02-24 View on X

Wall Street Journal

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI. — Software-makers AppLovin, CrowdStrike …

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Like AGI 2027, this is “hard” science fiction - it is an attempt at scenario building (which is useful!) but not a fully plausible path. I think @alexolegimas's write-ups on the potential economics around AGI are a more useful basis for your predictions: https://aleximas.substack.com/ ... [image]

2026-02-24 View on X

Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues to be right …

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I am not convinced that this is the right way to think about “AI fluency,” either now or in the long-term, but it is good to see work on the subjects from the AI Labs, and the general advice here is very good. [image]

2026-02-23 View on X

Anthropic

Anthropic details the AI Fluency Index, tracking 11 behaviors that represent human-AI collaboration and measure how people collaborate with AI

People are integrating AI tools into their daily routines at a pace that would have been difficult to predict even a year ago.

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Like AGI 2027, this is “hard” science fiction - it is an attempt at scenario building (which is useful!) but not a fully plausible path. I think @alexolegimas's write-ups on the potential economics around AGI are a more useful basis for your predictions: https://aleximas.substack.com/ ... [image]

2026-02-23 View on X

Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues …

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Worth noting Claude Cowork is quite different from Claude Code (and even more so from agents like OpenClaw) from a security perspective. It runs in a VM with default-deny networking & hard isolation baked in A sign of a path forward for agents that will not terrify corporate IT.

2026-02-17 View on X

@sama

Sam Altman says Peter Steinberger, creator of OpenClaw, is joining OpenAI “to drive the next generation of personal agents”; OpenClaw will remain open source

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Worth noting Claude Cowork is quite different from Claude Code (and even more so from agents like OpenClaw) from a security perspective. It runs in a VM with default-deny networking & hard isolation baked in A sign of a path forward for agents that will not terrify corporate IT.

2026-02-16 View on X

Implicator.ai

In a podcast, OpenClaw creator Peter Steinberger describes his phone calls with Mark Zuckerberg and Sam Altman, and says he had been contacted by “every big VC”

Mark Zuckerberg needed ten minutes. He was finishing code. — Peter Steinberger had called him on WhatsApp without scheduling anything.

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Worth noting Claude Cowork is quite different from Claude Code (and even more so from agents like OpenClaw) from a security perspective. It runs in a VM with default-deny networking & hard isolation baked in A sign of a path forward for agents that will not terrify corporate IT.

2026-02-16 View on X

@sama

Sam Altman says Peter Steinberger, creator of OpenClaw, is joining OpenAI “to drive the next generation of personal agents”; OpenClaw will remain open source

Peter Steinberger is joining OpenAI to drive the next generation of personal agents. He is a genius with a lot of amazing ideas about the future of very smart agents interacting wi...

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There are reasons to argue about financial bubbles in the funding of data centers, but it is increasingly clear from the numbers that the frontier AI companies are showing that AI is, indeed, a very massive business with high demand and rapid growth rates.

2026-02-13 View on X

Anthropic

Anthropic raised a $30B Series G led by GIC and Coatue and co-led by D. E. Shaw, Dragoneer, Founders Fund, Iconiq, and MGX at a $380B post-money valuation

We have raised $30 billion in Series G funding led by GIC and Coatue, valuing Anthropic at $380 billion post-money.

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The new Deep Think is very, very smart, but is constrained by the Gemini interface compared to GPT-5.2 Pro. If I can't see actual work in the thinking trace, or get downloadable files as proof of work, or see evidence of the code & statistics it applied, checking results is hard [image]

2026-02-13 View on X

The Keyword

Google updates Gemini 3 Deep Think to better solve modern science, research, and engineering challenges and expands it via the Gemini API to some researchers

Our most specialized reasoning mode is now updated to solve modern science, research and engineering challenges.

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