605: 'Good Enough AI' Consumer vs Enterprise, Mark Miller Interview, GPT-5.2 Strikes Back, Blackwell Breakdown, Amazon’s Starlink Rival, Waymo, Blake Scholl, and Sweden’s Gripen

"I love people who love something"

I never desire to converse with a man who has written more than he has read.

—Samuel Johnson

🛀💭❤️‍🔥 I love people who love something — anything — with true passion.

They feel more alive!

That energy can’t be fully contained and spills over and spreads to others around them.

Passion, like curiosity, is contagious.

This is one thing I hope my kids inherit from me.

They don’t need to share any of my specific passions, but I hope that as they see me get really into things, whether music or books or films or working out or playing guitar or whatever, they internalize that having these deep interests is a normal and important part of life.

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🏦 💰 Business & Investing 💳 💴

The “Good Enough” Intelligence Problem: Why AI Markets Are Splitting in Two 🧠💡 🤔

Everybody’s trying to think through the implications of AI on the economy and every industry. Is there such a thing as ‘good enough’ when it comes to intelligence? And does the answer determine whether we are in a bubble?

Here are some thoughts about whether ‘good enough’ applies to AI and what that would mean.

Let’s start by looking elsewhere to better understand this dynamic:

Consider the GPU market. For gamers, there was never a point when graphics looked “good enough.” They always wanted better lighting, faster framerates, more polygons, and higher resolution.

Then look at the iPhone. It became the most profitable product in history partly because, for consumers, there’s no such thing as “good enough” when it comes to how nice something feels. Even if on paper you can make a list of features, of speeds & feeds, and say that product A and product B are at parity and can accomplish the same tasks, the consumer market also takes into account all kinds of intangibles that the enterprise cares little about.

As long as you can keep improving these intangibles and show your customers that the new version feels better than the old one, they’ll be ready to pay a premium to get the nicest over the runner-up. (yes, upgrade cycles have lengthened, but Apple still did $416 billion in high-margin revenue in the past year!)

📲🧍Consumer AI: when ‘smarter’ becomes harder to feel 🏠

Before we get to the enterprise, let’s start with consumer AI.