Chamath Palihapitiya

This is an excellent essay in the NYT that highlights the unresolved question of why the makers of AI constantly whine and cry that the world will come to an end because of AI. Hint: it won’t. https://t.co/gRxs5CWCyU

The honor of my working life thus far had been the team I recruited and led at Meta - three of them who are still there and have risen to become COO, CMO, CXO. That is until now. This is the best team I’ve ever recruited. Based. Cracked. Humble. Wicked smart. Honorable. Much of the team start as interns and then graduate into an MTS after several arduous terms auditioning. But some, like Sai, we snipe from outside because his specific expertise is rare and hard to find. All are equals. All are excellent. Please consider working with us if you like what you hear. https://t.co/0syoXMLbxo

It may be overfit so it’s a bit early to declare any sort of victory but it is really good to see open-weight models catch up to the closed source labs so quickly after their latest releases. With recursive RL, the delta in time between a closed source model and an equivalent open weight (and ideally open source) model will shrink considerably over the next few years. Without distinct data sets to train over and specifically narrow use cases to build expertise on, convergence seems at hand for this class of model architecture.

Come check out 8090’s Software Factory - the emerging control plane for enterprises.

Regulatory capture at its finest. Who won? Politics. Who lost? Our kids.

$60Billion. This is the first, but not the last, big exit at the application layer of AI. As product value accrues and accelerates upwards, the focus over the next few years will be firmly on the “control plane”: What gives organizations who want to go all in on AI the governance, control, auditability and business continuity across models and across time that they will need to firmly make the leap. This is the next big phase of AI value creation that the SpaceX/Cursor merger is highlighting.

Good POV from Katie…

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So the SEIU-UHW union tanked the California economy by driving out most of the job creators…checks notes…just because?? https://t.co/t7BBywuqyF

Control. Consistency. Governance. Auditability. All of these will become defining features soon…Software Factory has them ootb.

The CEOs of the Mags have each been in the seat for decades. Love them or hate them, they have had tons of reps dealing with every conceivable situation - and have had do it under withering public scrutiny. As a result, what you see is what you get. And what you get is that they are all in-band, predictable actors. Then there’s the emerging case of Dario. What you see is also what you get, but what you get is different. To his credit, this is only his 5th year as CEO. It’s incredible to see what he’s built. He’s running, arguably, America’s most important company and perhaps the world’s. It’s a trillion dollar behemoth that will only grow b…

Remember that 40% of protested data centers stop. This has been the trend for the past four years. This portends poorly for supply.

@Zvagelskiy More like they didn’t install a badge system to get into the building.

Game theory from here is super interesting: Original Mags (Google, Amazon, Microsoft, Meta) now have a serious non-zero opportunity to tank the frontier labs. Go to the government, kneecap the labs’ motion of putting the latest models out in the wild, become the trusted gatekeeper between the labs and the public at large (including internationally) by having the labs go through their clouds (AWS, GCP, Azure) and implement strict KYC to seal the deal. The frontier labs should have seen this coming years ago and implemented a robust KYC for just this moment. The fact they didn’t is kind of concerning. Why did they not do it? Best guess is …

If a Treasurer of a Fortune 1000 company kept all of their cash in one bank they’d be fired for incompetence. Similarly, if the leadership of a Fortune 1000 company bets the farm on only one frontier lab and their models you’re taking a lot of risk. This risk compounds as the labs’ intentions and public actions are bewildering and show them to be increasingly unpredictable. This is why every major enterprise needs a model agnostic “control plane”. Get the work done, increase the productivity, make more money, save costs, increase efficiency but do it with governance, auditability and control. Capabilities across all models are converging. …

Pod!!!!

completely lost in the news cycle of the day, but this is a great feat and jimmy and jeff housenbold (ceo of beast industries) deserves a lot of credit. jimmy has well more than 1B followers across all platforms and they are building disney 2.0

Deep Dive: SpaceX

SpaceX is about to become the largest IPO in history. That valuation is based on the thesis that SpaceX has opened the lowest-cost route into space, and that the largest opportunities are still ahead. What is that opportunity, and can SpaceX capture it? One useful analogy starts in 1497. For centuries, spices reached Europe over land, via routes controlled by Arab and Venetian middlemen. By the time pepper arrived, the price had been marked up 20-30 times. Vasco da Gama, a Portuguese mariner and explorer, found a sea path around the Cape of Good Hope, bypassing every middleman on that land route entirely. And that single move collapsed …

Standing up a next-gen data center is no joke. While it may seem like the big boys will backstop you - they really won’t. And they have big expectations based on their history of execution - ie they are good at this so they expect the same from others. If you can’t live up to their expectations, the liquidated damages clauses, alone, can bankrupt a neoscalers. Then you can also loose your IG wrapper which can do it as well. Net/net, lots of upside if you get it right but this isn’t for the faint of heart.

Very true. Try ours here: https://t.co/UAxNYUWgf0

Well, it was good while it lasted I guess…

same…

This is awesome! It’s great to see 8090’s Software Factory being used to unbundle incumbent ISVs! $5B deprecated, $5T to go… Thanks for sharing @jonathankopnick.

At this point every CEO should be asking what their strategy is to avoid model lock-in. If it isn’t clear what Anthropic is doing, it is: - build something amazing - decide who gets to use it after you prompt it if the prompt falls into areas they deem unacceptable by their sole standard To be clear this is completely above board and legal. It’s just an idiotic risk for corporate users to bear especially as the coding models become equivalent. The business continuity risk will become more obvious as companies accidentally trip over Anthropic’s ToS and have to decide if they will subsume their business viability to them by doubling down on…

This was a great session.

Another week, another set of improvements to Software Factory. Try it here: https://t.co/UAxNYUWgf0

Ok, this is a good sign!! Learn more about 8090’s Software Factory and sign up for our demo.

The empirical scorecard on AI thus far is very positive: 1) increases US GDP by 25-50% 2) is expanding our collective knowledge of science, math and physics 3) is up-leveling labor Related to (3) above, this announcement from Meta is really amazing. If they can take a US median income worker ($50k), train them and then place them into a $100k+ job it’s transformational. If done at scale, across all of the planned AI infrastructure buildout in America, this is upwards of 1MM jobs. Doubling the median income of 1MM Americans is nothing short of an economic miracle. Let’s hope more companies follow suit and this becomes a defacto part of Am…

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