Never Enough - February 16, 2024


By Andrew Wilkinson

Here is this week’s edition of Never Enough, a list of what I’ve been exploring, plus an interesting question from my Twitter subscriber community.

  1. I’m reading two great books that counter balance one another:

    The Coming Wave by Mustafa Sulyman - "Everything is about to be changed by AI in a radical, scary way"

    Counterbalanced by:

    Same As Ever by Morgan Housel - "There are many things that never change"
  2. I'm loving SuperWhisper, a voice recognition large language model that runs natively and does incredibly accurate dictation with perfect grammar and um/ah removal.
  3. I absolutely loved seeing Priscilla and The Killer in theaters recently.
    I feel like the last few years were pretty rough in Hollywood with COVID and we're finally seeing great films hit the theaters again.
  4. I recently bought a Dyson Solarcycle Morph reading light. It automatically turns on and off when you sit down next to it, and it automatically sets the light to warmer as the day goes on (for cozy warm light in the evening, and bright sharp white light in the mornings). Like all things Dyson, it’s beautifully designed and looks incredible in my den.
  5. I've never been able to keep up a daily journal, my friend Charlie Grinnell came up with an awesome workflow that I've been using. TLDR: You take a voice note, then use a custom AI prompt to form it into a well-written coherent journal entry in Reflect (or the journaling app of your choice). This has made journalling go from a pain, where I rarely do it, to something I love doing verbally while I drive or go for a walk.
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From My Twitter Community

With the recent news to bring AI mainstream with Chat GPT, Grove, etc., does Tiny have any strict strategies on AI-related acquisitions?

Really, we're just trying to think about how things get disrupted, and how quickly they get disrupted. So, we're being very, very strict about either buying businesses that we feel have a data moat, or something that makes them hard to compete with. We're trying to avoid anything that's easily recreated by AI, or just eliminated by AI. The problem is that that's constantly expanding.

To be honest, we're really looking at places outside tech, and then also distressed tech businesses right now, because we think we can have short-term payback. You know, at the end of the day, business is about betting. How long can this go? How much cash can it produce? And can I buy it for less than that number?

We feel like building technology businesses is like building sandcastles on the beach, and the tide is coming in really, really fast. AI, the waves just keep on coming. So, you know, we're thinking very carefully about that. But I mean, honestly, I watched that keynote. And I was like, I can imagine that eliminating almost every job, right? If you play it out, and you think about AI agents. This idea that you can create a CEO bot, designer bot, developer bot, a project manager bot, and you can have them all work together in a chain. You know, what knowledge work is left, almost? I don't want to freak out about it, but I also see the potential of where it could go. And I'm being very cautious.


Want to ask me questions? Subscribe to my Twitter (smash the purple button) and join me in my next AMA.

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It’s Never Enough. Until next week,

Andrew

PO Box 42052 RPO Oak Bay, Victoria, BC V8R 6T4
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Never Enough

"Once a week I send out a few recommendations. Things I'm thinking about. Products I love. Articles I'm reading. Twitter accounts to follow." —Andrew Wilkinson

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