WASHINGTON, DC - JULY 23: CEO of NVIDIA Jensen Huang (C) looks on during the "Winning the AI Race" summit hosted by All‑In Podcast and Hill & Valley Forum at the Andrew W. Mellon Auditorium on July 23, 2025 in ... WASHINGTON, DC - JULY 23: CEO of NVIDIA Jensen Huang (C) looks on during the "Winning the AI Race" summit hosted by All‑In Podcast and Hill & Valley Forum at the Andrew W. Mellon Auditorium on July 23, 2025 in Washington, DC. Trump signed executive orders related to his Artificial Intelligence Action Plan during the event. (Photo by Chip Somodevilla/Getty Images) MORE LESS

I got a host of very interesting responses to yesterday’s post about the tech platforms force-feeding the mass consumer market AI. I learned a lot from your responses, which included both direct personal experiences and expert perspectives on different dimensions of the topic. What is important to me about this moment is distinguishing two or three different very real things happening at once.

The first is a genuine critical mass in the development of LLM-based machine learning. This is a much better description than “AI” to my thinking, since the latter contains a vast range of meanings from simple and accurate to triumphalist and grandiose. But machine learning is real, and in recent years it’s developed real capabilities that are at least transformative in various areas of work and technology. I’m skeptical of what we’ve developed beyond this at this point but really don’t know. It could be a lot. And it will increase. I think this is the best way to understand the technology itself at this moment now.

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