AI nerd-in-residence 🤖 | #AIEngineer | AGI 🚀 | #Nvidian #Xoogler | Uber @Meta @Yahoo alum | Views mine 🏴 | 🗽1A+CA1101-1102 | No advice | Politics → @Altan

Joined May 2025
🔒 Disclaimer 🗽 1A • 🤝 NLRA §7 • 🌐 Title VII §703 • 🌉 CA Lab §§1101-1102 — All threads = personal exploration of AI/AGI research, safety & policy. — No legal, tax, investment, or deployment advice. — RTs/likes = bookmarks, not endorsements. Employers & clients uninvolved.
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Muse
Muse is seeing some absolutley incredible adoption compared to ChatGPT, Grok, and Gemini Chart from Coatue
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Open-weight models that decrease margins at the model layer are positive for AI infra, exhibit 1001.2 Since the @silicondata “token index,” which captures both price and mix, peaked on May 31: B300 prices are up 38% B200 prices are up 10% Other GPU indices are up *much* more.
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Allegedly “the most important chart” for understanding the current state of the AI economy. The model layer seems to be going through a period of commodification as non-frontier models saturate everyday use while frontier models compete fiercely. Compute layer sees massive increase in total demand for compute regardless of the source or use case.
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Great to partner with NVIDIA as we kick off this next chapter for Windows. Thank you @JensenHuang and @sriramk for joining us today!
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Awesome day, @satyanadella! Windows sparked a platform shift that created a new industry for NVIDIA. Then we invented programmable shading GPUs for DirectX, which led to CUDA. Then we partnered to bring GPU supercomputers to Azure, which helped OpenAI train GPT. That collaboration inspired us to reinvent Windows for the age of personal agents. 4 years. Thousands of engineering years between us. So proud of what we built together.
Great to partner with NVIDIA as we kick off this next chapter for Windows. Thank you @JensenHuang and @sriramk for joining us today!
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Please help spread the word! We’re hiring Research Scientists and Research Interns at NVIDIA Research to work on some of the most exciting problems in generative AI: 🌎 World Models & Video Diffusion 🧠 Diffusion Language Models 🧬 Biomolecule Design If your research aligns with any of these areas, please apply directly through the links below. Open positions + application links: research.nvidia.com/labs/gen…
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This is just too good. It is spot on about how ludicrous Anthropic's messaging has been during a multitrillion-dollar IPO process, no less.
Dario Amodei is at the desk to assure that the future of humanity is safe from AI
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I can tell you one thing: the entire world isn’t going to align to stop innovating.
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I completely agree with every word Daniel wrote here. This excessive hysteria has to stop! “Every idiot in history who's taken the approach of "the ends justify the means" to solve an imaginary future disaster created the very disaster they wanted to stop. See Population Bomb leading to the one child policy and Communism leading to Mao's mass famines and Fascism leading to the death of tens of millions of people and war. These solutions are evil and worse than any disease that they propose to solve. I don't give a shit that you work in the industry or think you saw something or that you want to virtue signal on X. You are actively contributing to a horrible future based on baseless speculation that has no grounding in reality.”
Not only I am tired of these wild AI speculations of impeding doom from self important people: I resent them. I actively resent people proposing to crash the economy or proposing authoritarian control over my life and other people's lives with idiotic and dangerous ideas like chip control or bans or tracking researchers. Every idiot in history who's taken the approach of "the ends justify the means" to solve an imaginary future disaster created the very disaster they wanted to stop. See Population Bomb leading to the one child policy and Communism leading to Mao's mass famines and Fascism leading to the death of tens of millions of people and war. These solutions are evil and worse than any disease that they propose to solve. It you believe you can actually predict the end of the world then you are as insane as the Heaven's Gate cult that killed themselves in the 90s thinking UFOs were coming to transcend them. Not only should we not take your policies and fear mongering seriously, we should actively throw out any and all of your proposed solutions because they come from a place of delusion. I don't give a shit that you work in the industry or think you saw something or that you want to virtue signal on X. You are actively contributing to a horrible future based on baseless speculation that has no grounding in reality. Don't confuse expertise in a domain with ability to predict impact of that domain or frankly to make predictions a decade out better than a dart throwing monkey. They are orthagonal skills. How's Hinton's "we don't need to train Radiologists anymore" working out? How did the Population Bomb work out? The global cooling second ice age? Peak oil? Just because someone is a bridge engineer does not mean they can predict the impact of bridges on society or that they have any actually useful insight at all on the complex, ever changing system called life. There are people dying in wars right now. Children starving. Homelessness. Dictatorships. In short, real problems. And we're supposed to drop everything to stop a made up problem in your head? Pound sand. We don't care. And we are not going to remake society based on you scary monsters under the bed delusion.
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GPT-6 Astra, trained on ~100K+ NVIDIA Grace Blackwell NVLink72. From ChatGPT to o1 to Astra in 4 years. AGI has arrived. Congratulations @OpenAI team. 400K GPUs coming online next.
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This is such a misanthropic, scamthropic, disingenuous company! They are the only AI company in the world I dislike despite having one of the best AI models. Their whole regulatory-capture, suppress-open-source schtick is to maintain this profiteering & ambition to rule the world
scamthropic strikes again. so, anthropic has 3 plans. pro at $20, max 5x at $100, and max 20x at $200. the $200 plan says "20x pro limits." sounds like you're getting 20x weekly usage right? no. the 20x applies only to the 5hr usage window. the weekly limit is basically just 2x the $100 plan, which means you only get 10x weekly usage of pro than the advertised 20x. classic anthropic L
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Gavin, spot on. AI is bringing manufacturing back to America and reindustrializing the nation after decades of offshoring. AI is creating demand that drives investment in our aging power grid and sustainable energy, powered by market forces, not subsidies. AI is creating construction and manufacturing jobs across energy plants, chip fabs and data centers. AI is creating new companies and industries. $400 billion has been invested in AI startups in the past six months alone. Builders must partner with communities to build in their hometowns, earn trust and create local benefits. We have an opportunity to create lasting benefits for communities across America and help America lead the next industrial revolution.
Regret the tone of my post on data centers yesterday. What I should have said: There were reasonable concerns about data centers 18ish months ago: water, taxes, jobs, electricity prices, the environment and what they would do to small towns. Well-structured data center projects have largely addressed these concerns today and we should be celebrating this. On balance, data centers are awesome for America in every way. On water: U.S. data centers use a fraction of what golf courses use. A lot of the numbers from 18 months ago were off by over 1000x. Newer data centers use closed-loop systems or recycled water. Should be required by every town approving a data center project. On taxes: looking only at sales-tax exemptions, as Ronan Farrow did, is the wrong way to evaluate this. Data centers pay significant property taxes. Loudoun County, which is the wealthiest county in America, now collects on the order of $1 billion a year from data centers. In Quincy, WA, data centers are more than half the property-tax roll. Over time, property taxes can go to zero while government spending increases in these towns. On jobs: this has been unambiguously awesome for blue collar Americans. Demand for electricians, plumbers, welders, HVAC techs, and contractors has gone vertical, and it is not a one-time construction job. These buildings get upgraded and expanded over time. That is why the building trades are fighting for them, and why some unions are now treating opposition to data centers as a reason not to endorse politicians. On power: the original fear was that households would pay for the incremental electricity demand in the form of higher prices. That is why the ratepayer-protection deals and the new large-load tariffs exist. The right structure is: the data center brings or pays for new generation and signs a contract long enough that existing customers are protected. Where that is happening, utilities are cutting or freezing residential rates and saying so on the record. Where it is not, people are right to object. Electricity prices are going down *today* in a number of large states because of data centers. 
On the environment: data centers overwhelming use natural gas today, which is the cleanest power source outside of nuclear, solar and wind. And the companies that are building the data centers are committed to carbon neutrality such that an equivalent amount of solar will likely be built. Maybe more importantly, the data centers need batteries to function effectively and these batteries can also sell energy back into the grid (which recently prevented blackouts in Texas). Over time, data centers will run on solar plus batteries. On the towns: Poverty in Quincy, WA fell from 29% to 6%. Data center taxes paid for a new high school, a hospital, a library, police and fire stations. This is happening in many left for dead former mill and farm towns that had no other bidder for the land. Data centers are actually reindustrializing parts of America and creating the kind of working-class jobs both parties have spent decades claiming to support. That should not be a partisan issue. Data centers can and should be awesome for America and they increasingly, overwhelmingly are. Supporting the outsourcing of data centers to China will likely age just as well as support for the outsourcing of high quality, blue collar manufacturing jobs to China has aged. When the facts change, I change my mind. I hope that reasonable people who had good faith reasons to oppose data centers at least consider updating their beliefs given the change in the facts over the last 18 months. This really matters for America. I will say I also think the idea of making data centers beautiful is a good one that has yet to be implemented. Data centers should be just as beautiful as Grand Central Station. We can learn a lot from the railroad buildout. Neoclassical revival ftw. Might write up open-weight AI tomorrow as this is equally essential to America.
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One of the best social media posts done by a corporation of all time.
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Kimi K3 may be an important inflection point for AI. Potentially negative for Anthropic and OpenAI while being net positive for essentially every other company in the world. I mean that very literally. Although the real “Sputnik moment” would be an open-source frontier model that was also token efficient unlike Kimi K3 which is 50-70% more expensive to run than GPT 5.6 per Artificial Analysis. Rationale:   A world where there are only 2-3 dominant frontier labs with 90% inference margins is net negative for every other layer while being awesome for those 2-3 labs. Those labs would become monopsonies for power, data centers, semiconductors and hyperscalers and would obviously vertically integrate over time into all those layers while also completely subsuming the application/software layers.    Anything that lowers margins and increases competition at the model layer is good for every other AI layer: power, semiconductors, hyperscalers, neoclouds and yes even software.   This is why Jensen is so supportive of open-source. An open-source model requires the *exact* same amount of compute to run as a closed frontier model of similar size and architecture. Kimi K3 is roughly the same price as GPT 5.6 Terra on a per token basis, which actually suggests that it is less computationally efficient as I am sure that GPT 5.6 is priced to a higher margin than K3. And given that K3 is a token wastrel, i.e. token inefficient, it is significantly more expensive per task than GPT 5.6 and Grok 4.5, which are much more token efficient. Cost per token and token efficiency (i.e. intelligence density per token) are the drivers of intelligence per unit of cost. The winning AI companies will be those that offer the most intelligence per $ over time.   Lower margin % at the model layer = more margin $ at every part of the infrastructure layer and is a godsend for software. This can happen either through open-source models like K3 at the frontier *or* having a vertically integrated model company like Meta, SpaceX or Google at the frontier. Both outcomes result in a lower margin % at the model layer as vertically integrated model companies don’t really care where the margin $ come from. This is why it was so painful for OpenAI and Anthropic when Google was right there with them from a model competitiveness perspective and why Grok 4.5 and Muse 1.1 were just as important as Kimi K3. 
The reason Kimi K3 is only *potentially* negative for Anthropic and OpenAI is 1) the @ericvishria point that the Claude and ChatGPT products and harnesses may be more important than their models today and 2) the hypothesis that they have much more advanced model checkpoints internally that are already being used for RSI. In the latter scenario, reaching RSI even a few months ahead of other labs might be enough to cement a permanent lead. Time will tell on both points. And likely fairly quickly. Caveat would be that since Kimi K3 is not token efficient and thereby actually more expensive than ChatGPT 5.6, we may need to see a more token efficient open-source model at the frontier or see Grok 5/Composer 4/Muse 2 at multiple points on the Pareto frontier for this potential risk to Anthropic and OpenAI to play out. And I am sure they will both vertically integrate as quickly as possible while continuing the product/harness strength they have shown over the last 8 months.
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“Loop engineering” is a hot buzzphrase after mentions of it by Boris Cherny (Claude Code’s creator) and Peter Steinberger (OpenClaw's creator) went viral on social media. Loops are now a key part of how we get AI agents to iterate at length to build software. In this letter, I’d like to share my 3 key loops, shown in the image below, for building 0-to-1 products. These loops guide not just how I build software, but also how I decide what software to build. Agentic coding loop: Given a product specification and optionally a set of evals (that is, a dataset against which to measure performance), we can have an AI agent write code, test its work, and keep iterating until the code is bug-free and meets its specification. This idea of closing the loop took off around the end of last year, and it has been a game changer in enabling coding agents to work longer productively without human intervention. For example, over the weekend, I was building an app for my daughter to practice typing, and my coding agent could easily work for around an hour, using a web browser to check what it had built multiple times before getting back to me, without needing my intervention. The engineering loop executes quickly. Every few minutes, the coding agent might build and test a new version of the software. I hear frequently from developers who are finding new ways to engineer more effective engineering loops. This is an active area of invention! Developer feedback loop: In this loop, a developer examines the current product and steers the coding agent to improve it. Last year, a lot of developers (including me) were acting as the QA (quality assurance) function for our coding agents, manually finding bugs and then asking the agent to fix them. But with coding agents much more able to test their own code, the amount of time we need to spend on this function has decreased significantly. This allows us to make higher-level product decisions, such as what key features to offer, where the UI needs improvement, and so on. The developer-feedback loop operates over time intervals between tens of minutes and hours — that's how frequently a developer might review a product and give feedback. In the case of the typing app, I changed my mind a few times about the visual design, what cat costumes she can unlock as she learns (she loves cats), and the user flow for a grown-up to log in and steer the child's learning experience. When a developer has a clear vision for what to build, it is still a lot of work to translate that vision into a specification for a coding agent to implement. Further, after the developer has seen an implementation, they might update (or perhaps clarify) the spec to steer it toward what they want. If you find that the system repeatedly runs into certain problems, building a set of evals for the agent becomes useful. AI-native teams are increasingly using AI to help shape product direction, for example, automating the gathering and analysis of usage data, summarizing written and verbal customer feedback, or carrying out competitive analysis. However, for pretty much all the products I’m involved in, I see humans as having a significant context advantage over current AI systems — we know a lot more than the AI system about the users and the context the product has to operate in — and thus humans play a critical role. Many people describe this human contribution as “taste,” but I prefer to think of it as humans having a context advantage, since that gives us a clearer path to helping AI systems get better. This also speaks to why this step can’t be automated: So long as the human knows something the AI does not, human-in-the-loop is needed to to inject that knowledge into the system. External feedback loop: This includes a wide range of tactics like asking a few friends for feedback, launching to alpha testers, or putting the code into production with A/B testing. These tactics are usually slow, rarely taking less than hours and sometimes taking days or even weeks. This data informs the developer vision, which in turn continues to drive the detailed product spec, which in turn drives the coding agent. With coding agents speeding up software development, more engineers are starting to play a partial product management role. For many engineers who are growing into this role, the hardest part is shaping the product vision and striking a balance between building (bridging the gap between vision and spec) and getting user feedback to evolve the vision. It is important to do both! I will write more about how to do this in future posts, but for now, I find it encouraging that engineers are playing an expanded role (just as product managers and designers now do more engineering). [Original text: The Batch]
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.@cursor_ai your agent automation appears to be billing users for Cursor’s own internal toolCallComposer pipeline. 7,768 Codex calls I never initiated. 527 Composer sessions I never opened. Stopped when my money ran out. Support has been fantastic,answered questions I didn’t ask!
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Agentic AI is only as fast as the CPU behind it. #NVIDIAGTC news: Introducing the NVIDIA Vera CPU, the first CPU purpose built for agentic AI and reinforcement learning. Delivering 2x efficiency and 50% faster performance than traditional rack scale CPUs. nvidianews.nvidia.com/news/n…
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Anthropic just launched Anthropic Academy Totally free — 13+ official courses, complete with certificates, and zero subscription required. Some highlights: → Claude 101 (perfect starting point) → Claude Code in Action → Building with the Claude API (seriously in-depth, 8+ hours of content) → Intro to MCP + Advanced MCP → Agent Skills → Claude on AWS Bedrock & Google Vertex AI anthropic.skilljar.com/
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This is probably the best post of the day, Knuth has just congratulated Claude! I’m even more excited about Knuth’s next Christmas lecture, it would be very interesting.
Top mathematician Don Knuth is losing his mind because Claude solved an open problem he'd been working on for weeks
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Powerful new Harvard Business Review study. "AI does not reduce work. It intensifies it. " A 8-month field study at a US tech company with about 200 employees found that AI use did not shrink work, it intensified it, and made employees busier. Task expansion happened because AI filled in gaps in knowledge, so people started doing work that used to belong to other roles or would have been outsourced or deferred. That shift created extra coordination and review work for specialists, including fixing AI-assisted drafts and coaching colleagues whose work was only partly correct or complete. Boundaries blurred because starting became as easy as writing a prompt, so work slipped into lunch, meetings, and the minutes right before stepping away. Multitasking rose because people ran multiple AI threads at once and kept checking outputs, which increased attention switching and mental load. Over time, this faster rhythm raised expectations for speed through what became visible and normal, even without explicit pressure from managers.
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