AI's impact beyond coding will take time to diffuse

A majority of the impact of AI so far has been in the software engineering and coding domain, and this is yet to make an impact on the broader economy. As an example, so far, Waymo was more expensive than Uber and Lyft, but recently, in my experience in SF, they are now consistently ~25% lower. The same will happen in other domains, but will take time for the diffusion because the bar for an AI system to replace a human process is much higher. We expect a much higher accuracy from automation than from doing the work ourselves. That requires solving a lot of edge cases, which is tedious and takes time. The problem there is again not how to solve it, but to understand what are those edge cases and the context of how these systems interface with the real world.

Inside a Waymo in San Francisco, with the trip shown on the rear-seat screens and a laptop open on the back seat
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Plank

Sequoia, relentless execution and a golden era to build

Interesting to see Sequoia Capital continuing to innovate in Venture Capital. They have always set a high bar in how you operate with high integrity and rigor. They set a very high bar for themselves and come with a mindset of relentless execution. We are living in a golden era of innovation, it is the time to build and if you are someone who is excited to build your version of the future, now is the time. The mindset that is needed to win is that every week, every day, every minute is critical. What did you get done in the last 5 minutes?

Enterprise AI

Safe, sovereign AI deployment is the decade's top challenge

Safe secure sovereign deployment of AI will be the highest value challenge of the coming decade. There is an opportunity to rethink the security, deployment and fundamental business paradigms in this domain. The key is to get unshackled from the way of thinking of the past era. We have to start by accepting some new tenants like the cost of software is zero, cost of tokens in enterprise is near zero, model capabilities are already at AGI level when it comes to enterprise, and security and sovereignty of data is unsolved at the moment. It is an exciting space to innovate in.

Models and research

GPT-6 Astra edits Qwen's weights to make it better at math

Wow! This is like science fiction. This might be the clearest sign that we are on the verge of RSI (Recursive Self Improvement). In this case, GPT-6 Astra is able to modify the weights of an open-source Qwen 3.5 model to make it better at math by just editing 0.016% of the weights. Link to the paper and analysis in comments Paper: rikiyat.github.io/blog/weight-space-programming Analysis and reproduction of the result from Simon: simonwillison.net/2026/Nov/3/qwen-can-interpret-mod…