Chamath Palihapitiya

“People are working 12 to 13 hours a day just to press enter.” We are turning an entire generation of technical experts around the world into the equivalent of retirees pushing a button in front of casino slot machines. Essentially the brain rot of doom scrolling social media is coming for your development team… This will have lots of long run implications on companies. Most important of which, is that it will make existing moats even more brittle. The value of automated software is not making the software faster. It is understanding your intention and making the software BETTER. Better edge. Better design. Better alpha. But if you don…

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This thread is worth reading - it’s a back and forth between Geoffrey Hinton and Yann LeCun in 2023 about the tension we see today related to AI research and safety. LeCun’s point then was that Hinton’s doomerism was “inadvertently helping those who want to put AI research and development under lock and key and protect their business by banning open research, open-source code, and open-access models.” Prescient. LeCun’s point today basically is that current SOTA is just software. Good software but much is still lacking.

Also for those who wonder why I charge for these - it’s the simplest way I’ve found to gauge the quality of the content. When subscribers go up, the content is clearly excellent and I can trust it. When subscribers go down, there is something wrong in the content and the quality and I should trust it. The price helps filter this to high signal people.

Prediction: within 12 months, top three models will be open source. Economic winners will be the American clouds that serve them: Nebius Iren Baseten Together Fireworks

Wow. Go open source!!

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Here is your “hero” that is destroying the California economy with his proposed property seizure tax aka the “Billionaire Tax”.

This is incredibly important and was so well done. Please watch.

We went to SF to see the SaaS 🐐

The group behind such hits as: “We’re All Going To Die” and “Regulate Me Now” are building a wet lab in SF. I do not recommend this.

Ridiculous

KYC for AI…

Dina!!!

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https://t.co/38GuJxs3QU

Debunking the data center hoax…

JD!!!

This was really good from @satyanadella

Some are saying

Probably nothing

We will all be witnesses

Elon’s idea of peer review is excellent and will incentivize each frontier lab company to invest in test harnesses and auditability. This is infinitely better than some transnational governance body to decide on humanity’s future.

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Watch this! It was 🔥

Pls join if you’re curious! 8090 Software Factory is becoming very very good.

This was surreal

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This is the critical question of the moment…especially if we see a “breach” which is then weaponized and the pretext for control.