Jonathan Ross retweeted
Dusting off this tweet from April because this gap in shared understanding of LLM capability is *widening*. It's now less "two groups of people speaking past each other" and more a sharp funnel.
- Napkin math somewhere around 6B people (~75% of the population) have barely come in contact with LLMs at all.
- Around 1-2B (~20%) are casual and infrequent users of free-tier ChatGPT-like products. This group sees derpy chatbots and treats them a bit like a better Google search, a writing aid, or etc. Maybe an agent tries to book you a flight. I have non-tech friends who (reasonably, imo) say they have not much use for it at all. Even many professionals outside of math&code are in this tier. For example, execs and many other functions spend a lot of their time talking to other people, so while they understand what is happening intellectually, it is still second-hand and a bit abstract.
- Now we get to professional use of frontier-grade LLMs in math&code. Somewhere around 20M people (0.2%) see first-hand that large, complex projects that used to take them weeks/months can now be completed by agents with a prompt. Building apps, copying apps, translating apps, decompiling apps from binaries... This has all happened very quickly and recently - less than 1 year ago, I was writing code manually by hand, typing memorized computer code commands into a code editor character by character, occasionally pressing Tab to autocomplete a little chunk of code.
- And finally we get to the ~5,000 people (~0.00006%) with access to frontier-grade systems internally. The external world has seen the preview. It looks like swarms of thousands of agents collaborating over weeks on software mega projects: minting zero days, running cyber attacks and defenses at machine speeds, discovering new science, advancing the frontier of mathematics. Things that would have taken top professionals in the industry years of work. Meanwhile, human review and comprehension are starting to fall behind. For example, people are still involved in the "archeology" of the OpenAI-HF incident from many months ago. Mathematicians may be poring over the 722 manuscripts on frontier mathematics for a while.
The funnel is driven by a combination of factors:
1. The impact scales with ambition, problem size, and horizon. A question with a paragraph answer barely stresses the system. You need a reservoir of big, difficult problems that you really care about. This aspect drives the consumer / professional dimension of the funnel.
2. The jaggedness of the system (which I have written about a lot separately). Capability peaks in domains that are digital, verifiable and economically valuable. This is because LLM capability emerges from reinforcement learning on verifiable rewards on a curated environment mixture driven by revenue potential. This aspect primarily drives the area (e.g. math&code) dimension of the funnel.
3. Access. Free-tier, paid-tier, internal.
So this is the weirdness of the moment. The general public has mostly not interacted with these systems. When they have, it looks like a derpy chatbot. The majority of professionals still see only a modest uplift. And a small sliver of professionals are experiencing the vertigo of the curve going vertical. And it is all happening at the same time.
Judging by my tl there is a growing gap in understanding of AI capability.
The first issue I think is around recency and tier of use. I think a lot of people tried the free tier of ChatGPT somewhere last year and allowed it to inform their views on AI a little too much. This is a group of reactions laughing at various quirks of the models, hallucinations, etc. Yes I also saw the viral videos of OpenAI's Advanced Voice mode fumbling simple queries like "should I drive or walk to the carwash". The thing is that these free and old/deprecated models don't reflect the capability in the latest round of state of the art agentic models of this year, especially OpenAI Codex and Claude Code.
But that brings me to the second issue. Even if people paid $200/month to use the state of the art models, a lot of the capabilities are relatively "peaky" in highly technical areas. Typical queries around search, writing, advice, etc. are *not* the domain that has made the most noticeable and dramatic strides in capability. Partly, this is due to the technical details of reinforcement learning and its use of verifiable rewards. But partly, it's also because these use cases are not sufficiently prioritized by the companies in their hillclimbing because they don't lead to as much $$$ value. The goldmines are elsewhere, and the focus comes along.
So that brings me to the second group of people, who *both* 1) pay for and use the state of the art frontier agentic models (OpenAI Codex / Claude Code) and 2) do so professionally in technical domains like programming, math and research. This group of people is subject to the highest amount of "AI Psychosis" because the recent improvements in these domains as of this year have been nothing short of staggering. When you hand a computer terminal to one of these models, you can now watch them melt programming problems that you'd normally expect to take days/weeks of work. It's this second group of people that assigns a much greater gravity to the capabilities, their slope, and various cyber-related repercussions.
TLDR the people in these two groups are speaking past each other. It really is simultaneously the case that OpenAI's free and I think slightly orphaned (?) "Advanced Voice Mode" will fumble the dumbest questions in your Instagram's reels and *at the same time*, OpenAI's highest-tier and paid Codex model will go off for 1 hour to coherently restructure an entire code base, or find and exploit vulnerabilities in computer systems. This part really works and has made dramatic strides because 2 properties: 1) these domains offer explicit reward functions that are verifiable meaning they are easily amenable to reinforcement learning training (e.g. unit tests passed yes or no, in contrast to writing, which is much harder to explicitly judge), but also 2) they are a lot more valuable in b2b settings, meaning that the biggest fraction of the team is focused on improving them. So here we are.
The Singularity:
1950: Real programmers wire their own circuits.
1985: Real programmers write their own assembly.
2010: Real programmers write their own C.
2026: Real programmers write their own Python.
2027: Real programmers write their own prompts.
Unfortunately, we are being blocked by certain oligarchs in order to maintain their monopolistic chokehold on the Indian people. You can guess who they are …
This is a crime against the people of India!
India needs @Starlink 🇮🇳
• 11,256 of India’s listed villages still lacked 4G coverage as of May 2026.
• India had 1.093 billion internet subscriptions in March 2026, but only 440.87 million were rural. Rural subscription density was 48.31 per 100 people, compared with 126.80 in urban India.
• BharatNet had laid over 850,000 route-km of fibre and made about 221,000 Gram Panchayats service-ready. However, its Points of Presence were reported operational at only 80,472 Gram Panchayats in June 2026.
• Only 4.26% of India’s internet subscriptions were wired connections in March 2026. Starlink could give underserved communities another route to high-speed broadband.
• Starlink has already built 20 gateway sites in India, according to SpaceX Vice President of Starlink Business Operations Lauren Dreyer, speaking at India Mobile Congress today.
• Starlink says it has developed India-specific security controls designed to keep Indian user data within India.
• Its satellite network could bring high-speed internet to remote villages, mountains and islands where extending fibre or mobile networks is difficult.
• Better connectivity could help rural schools access online learning, clinics offer remote consultations and small businesses reach more customers. Starlink already supports education and healthcare in remote communities internationally.
• Portable Starlink terminals have supported disaster response around the world. They could give Indian emergency teams backup connectivity when floods, earthquakes or storms damage ground networks.
• Direct to Cell could also help ordinary 4G phones connect beyond tower coverage, subject to Indian approvals and mobile operator partnerships.
• The government itself identifies difficult terrain, low commercial viability and infrastructure constraints as reasons for remaining coverage gaps. This is exactly where Starlink could help India reach more people.
• India should complete the remaining clearances and spectrum allocation so Starlink can begin commercial service.
• SpaceX’s Vice President of Starlink Business Operations, Lauren Dreyer, said that Starlink is ready to help achieve Prime Minister Modi’s vision of 100% connectivity across India. She highlighted its potential to connect remote classrooms, support telemedicine and restore connectivity after disasters, adding, “With Starlink, people can get connected within minutes, not years.”
India’s hardest-to-reach communities deserve reliable internet too.
Jonathan Ross retweeted
Nvidia’s OpenShell announcement is a reminder that agent safety is an engineering problem.
Recent breakouts weren’t proof that development must stop. They were proof that the sandbox was too weak. The runtime environment was poorly designed and misconfigured.
The right response is open runtime isolation, control of the path to the model, out-of-band hardware enforcement, and a faster pace of safety work with the frontier labs.
As the technical blog puts it: “We believe we need to increase the pace of AI safety research and engineering in collaboration with frontier labs and the broader community.”
That’s how you earn trust. Not by virtue-signaling a pause, and not by acting like no solution exists.
Today, with over 100 industry partners, we introduced the NVIDIA Open Agent Safety Platform, bringing together OpenShell and Sentry.
Artificial intelligence is extraordinary technology that will advance discovery, productivity, security, health, and prosperity for generations to come.
But its full promise can only be realized when people have confidence that AI is being built to be safe and deployed with wisdom and responsibility.
This is bigger than a single product. It's the beginning of an open ecosystem to build the trust layer for safe agent systems.
Together, we are building the foundation of the AI economy.
Trust and innovation are not in conflict. Safety is how trust is earned. We must build not only the most capable AI, but the most trusted AI, so that this extraordinary technology can realize its enormous promise for the world. nvda.ws/4hcoq7m
Jonathan Ross retweeted
This is how mature enterprises solve security problems (vs braggadocios press releases that create panic instead).
Today, with over 100 industry partners, we introduced the NVIDIA Open Agent Safety Platform, bringing together OpenShell and Sentry.
Artificial intelligence is extraordinary technology that will advance discovery, productivity, security, health, and prosperity for generations to come.
But its full promise can only be realized when people have confidence that AI is being built to be safe and deployed with wisdom and responsibility.
This is bigger than a single product. It's the beginning of an open ecosystem to build the trust layer for safe agent systems.
Together, we are building the foundation of the AI economy.
Trust and innovation are not in conflict. Safety is how trust is earned. We must build not only the most capable AI, but the most trusted AI, so that this extraordinary technology can realize its enormous promise for the world. nvda.ws/4hcoq7m
Jonathan Ross retweeted
Today, with over 100 industry partners, we introduced the NVIDIA Open Agent Safety Platform, bringing together OpenShell and Sentry.
Artificial intelligence is extraordinary technology that will advance discovery, productivity, security, health, and prosperity for generations to come.
But its full promise can only be realized when people have confidence that AI is being built to be safe and deployed with wisdom and responsibility.
This is bigger than a single product. It's the beginning of an open ecosystem to build the trust layer for safe agent systems.
Together, we are building the foundation of the AI economy.
Trust and innovation are not in conflict. Safety is how trust is earned. We must build not only the most capable AI, but the most trusted AI, so that this extraordinary technology can realize its enormous promise for the world. nvda.ws/4hcoq7m
There's a lot to learn from @JensenHuang
Groq Founder @JonathanRoss321 shares the biggest leadership lesson he learned from Nvidia CEO Jensen Huang:
“There is no circumstance where Jensen has one-on-ones with people.”
“When you're leading groups of people, if you want to reduce the amount of politics, stop having one-on-ones. Have big meetings with everyone who you want to tell something to and tell them all at once.”
“Copy everyone on the email.”
“If someone says, ‘Hey this person is screwing up,’ copy that person on the email. Let them jump in. Otherwise you're allowing politics to happen.”
“There's no politics. It's the least political large organization you will ever see.”
.@InsideStairwell indexed everything related to malware for years before AI was a cybersecurity threat and has one of the richest troves of threat data. @MikeWiacek is obsessed, he tracked a lost virus to a fragment on an old 💾 and reconstructed it like the DNA in Jurassic Park.
Jonathan Ross retweeted
Many people I talk to find it hard to understand how the same companies can both push the frontier of AI capabilities and believe AI is a massive danger for the world.
How can you think this might kill everyone and also keep pushing the envelope?
So I’ve tried to collect and summarize the main arguments for this apparent disconnect.
Think of it as some sort of a guide to understanding the reasoning when Dario, Sam, or Elon say the danger is real.
By the way, these people have been worried about AI for a loooong time, they were publicly discussing AI risks more than a decade ago. Sam in Feb 2015, writing on his blog that superhuman machine intelligence is "probably the greatest threat to the continued existence of humanity." Elon at MIT in Oct 2014: "We are summoning the demon." Dario as first author of "Concrete Problems in AI Safety" in 2016.
Okay so how do you go from saying something is extremely dangerous to being a front-runner in building the very dangerous thing?
There are a few ways this can become rational. I'll take five of them, roughly in the order they developed.
1. We need to build it to learn how to make it safe
The earliest argument can be summarized as: “You cannot study something [you’re worried about] if it doesn’t exist.”
In 2015, AI barely worked. so people needed to make it work first to be able to even study some of the problems they anticipated.
The updated version for today's capabilities is: “You cannot learn everything about airplane safety by studying paper airplanes.” You need a real aircraft to discover real failure modes and an increasingly complex one to learn about increasingly complex issues.
Making AI more capable gives more chances to understand the issues and safety researchers something realistic to study
But you could argue: if you're the one afraid of the explosion, why be the one gathering the dynamite?
You could also just wait for other people to build it which leads to the question of who those other people will be -- which is the second line of argument:
2. Better us than them
Knowing how to make something safer does very little good if nobody listens to you. So the idea becomes: let’s make sure responsible people build the AI that will be deployed and add safety inside.
Basically, make sure the AI safety aware people will have the technical expertise, money, computing resources, and enough influence to make safety decisions stick.
At a larger scale, and in a larger multipolar world, this brings the idea that a trusted country should lead rather than leave powerful AI in less responsible hands. This is where “we need to go faster than China” comes in, alongside broader defense and geopolitical concerns.
These first arguments explain why someone worried about AI might still want to build it and stay ahead.
But there are also arguments for why one might want to do it really fast.
3. Move earlier to avoid a bigger shock later
This is probably the most counterintuitive argument: moving faster today can be seen as a way to give humanity more time later.
There are two related ideas here.
First, society needs time to learn how to handle powerful new tools. Introducing AI in manageable stages can be a way to let people discover problems, develop rules, and practice using AI responsibly. Releasing an advance earlier gives people more time to gain experience with smalle, burgeoning, capabilities before much more powerful and disruptive AIs arrives.
Second, even if AI research slows down, computing power may keep improving. A breakthrough that happens later could therefore have much more hardware available to run on, potentially producing a larger, more sudden jump in capability and impact on society.
That accumulated untapped potential is often called an “overhang.”
The overall argument is that making and diffusing incremental progress as soon as possible might prevent a much more abrupt transition later.
Obviously, it also means that we will reach increasingly powerful AI sooner, but the idea is to give more time to adapt and understand between the first useful systems and the really powerful ones.
Note that generally this depends on this earlier progress keeping the transition gradual rather than simply bringing everything forward.
─── ❖ ───
For our two next arguments, we can take two roads depending on how difficult we think AI alignment will be, that is "How easy do you think it is to make AI reliably do what you want without it deciding to go hack Hugging Face along the way".
Let’s take the first road: alignment turns out to be relatively tractable. Airplanes can fail, but careful engineering has made flying remarkably safe. Suppose we can do the same with AI.
In that case:
4. Waiting has a huge human cost
If AI can help discover treatments, improve education, or prevent cyberattacks, each week we delay it could bring preventable deaths and harm.
From this perspective, waiting is a decision with human consequences too. In a world with huge issues like climate-change, inequalities and poverty, it even become a moral argument for developing AI quickly and bringing its benefits as soon and as widely as is safely possible.
But let’s take a look at the other road: what if alignment is much harder than expected, and making highly-capable AI turns out to be easier than figuring out how to keep them from doing unhinged things?
Well, if alignment is too difficult a problem for humans to solve, then maybe:
5. AI could help us make future AI safe
And we arrive at the same conclusion again: if using AI to build safe AI is the way to solve alignment, let’s get the equivalent of a country full of geniuses helping us as fast as possible.
These genius AI could be the solution to make AI safe by helping researchers find mistakes, test ideas, and develop protections. Instead of relying entirely on humans to solve alignment, we could build systems that help us do the work, each generation could help make the next one safe.
Note that this requires the order of events to work in our favor: AI needs to become useful enough to help solve alignment before it becomes too dangerous to rely on. The hope is to build helpful, trustworthy research assistants before building systems powerful enough to become dangerous.
There are more arguments but in general, these are the main ways people concerned about powerful AI have found rational reasons to end up being the ones building it (and even to build it as fast as possible).
─── ❖ ───
On my side, I think several of these arguments underestimate the complexity of the world and how interconnected people’s reactions are. Moving faster while warning about catastrophe has psychological effects across a whole network of participants: it changes what people fear, whom they trust, and what they feel compelled to do.
And those reactions can change whether the original reasoning actually holds because we live in a world of interconnected humans, not machines (yet).
I also think these rational chains leave some of their consequences for society insufficiently explored. For instance, the concentration of power, shifts in geopolitical alliances, and changes in public opinion. These consequences matter both because they affect whether the strategy works and because they shape the world we end up living in.
But this post is already long, so I’ll leave those questions for the next one.
Jonathan Ross retweeted
Exciting day for NVIDIA and @huggingface.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. They allow every developer, startup, university, industry and country to build with, customize and benefit from AI.
Thank you @ClementDelangue for coming to me.
NVIDIA is going to be a great home for Hugging Face, its community and the future of open models. 🤗
blogs.nvidia.com/blog/nvidia…
Jonathan Ross retweeted
NEWS: NVIDIA Groq 3 LPX is now in full production.
NVIDIA Vera Rubin NVL72 is the foundation of every AI factory. Paired with Groq 3 LPX, it unlocks faster, smarter agents and breakthrough user experiences.
Through extreme co-design across seven chips and five purpose-built racks, #NVIDIAVeraRubin is the most extensive AI factory platform.
Read the release ⬇️ nvidianews.nvidia.com/news/n…
We are thrilled to announce that Groq will be among the first adopters of NVIDIA Groq 3 LPX, deploying it alongside NVIDIA Vera Rubin NVL72 in our purpose-built AI inference Cloud. Groq is working with Dell Technologies to deploy NVIDIA Groq 3 LPX.
When Groq brings NVIDIA Groq 3 LPX capacity online, it arrives on infrastructure already optimized for high-demand inference workloads. For enterprises and AI companies building the next generation of agents, Groq will provide one of the earliest paths to put NVIDIA Groq 3 LPX to work on real production workloads.
Read more here: groq.com/blog/groq-among-the…














