All Things Frontier AI | Strategic Partnerships @Microsoft | Team Leader & Coach | Startups | People-Mission-Culture

Joined September 2010
40% more tokens per megawatt is the stat both CFOs and utilities will care about. As AI moves from chat to always-on agents doing real work, efficiency per megawatt becomes the unit economics of enterprise AI. Big moment for the Maia team!
Today we are announcing our biggest bet yet on our own silicon. Starting next calendar year, we will scale our Maia family to multi-gigawatt deployments, making it the primary inference system for our own product and services. And we’re introducing Maia 300, which delivers 40% more tokens per watt compared to leading GPU-based systems. We are already deploying Maia 200 across the US, Europe, and Australia, delivering up to 1.7x more tokens per watt across experiences in Teams and Copilot. Our goal is to build on the full-stack efficiency gains we’ve already seen, while continuing to bring the latest innovations from across the ecosystem into our fleet.
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More than half of AI use among OpenAI's EU enterprise customers now involves agents, per their latest report. Agents are becoming the default. The differentiator now is governance: an identity, permissions, and an audit trail for every agent.
European businesses are rapidly expanding their use of AI agents. More than half of the AI use among our EU enterprise and business customers now involves these tools, and the number of small business users has grown 8x across the region. Our latest Economic Research report explores Europe’s shift toward agentic AI—and the opportunity to turn broader adoption into deeper use. openai.com/index/the-eus-nex…
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Sam Murley retweeted
"Roads? Where we're going, we don't need roads"
🤖 Made with AI
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That's why you never bet against Elon Musk. I'm just curious to see how they'll try to turn this into a bad thing.
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I love this 🔥
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722 AI-generated math preprints, 3 pulled a day later over a sign error. Generation is getting cheap. Verification is the bottleneck, whether it's in finance, legal, healthcare, or code. Build the checker before you scale the generator! aiweekly.co/alerts/openai-dr…
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I see this funnel inside enterprises every week. A few teams are running agents against live business data while most are still copy-pasting into chat. The gap isn't model capability. It's data access, governance, and a clear owner for the workflow.
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.
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"Infinite SaaS factory" lands even harder on the actual factory floor. MES, ERP, and quality systems hold the truth about how things get made. Agents that reason over that trusted state, then hand execution back to reliable systems, are how industrial AI scales…
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Super Intelligence must be deployed in a sustainable and safe way... Today, this is an engineering and governance challenge. And it isn't new. We've done it with planes, cars, nuclear materials, food safety, medicines... and everything else.
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Big throw. Big catch. Big W. @Hankb_15 🤝 @reece_vanderzee
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Sam Murley retweeted
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Fear is contagious. So is courage.
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Any pursuit of superintelligence has to be grounded in the core principle that if the AI we build is not helping humanity and under human control, it's not worth pursuing. We also need to accelerate and spread the benefits of AI, such that they are diffused broadly across countries, communities, and companies. This requires a frontier ecosystem in which both closed and open-source models can thrive. And for firms, it’s imperative that they retain full control over their unique and tacit knowledge. Every organization should be able to build its own continuous learning loop/hill climbing machine, without becoming dependent on any one model provider, and have the ability to embed its own knowledge into models and weights they control. So, in this context, we welcome the research, focus, and deliberate pacing needed to get alignment right as the design goal. We also welcome ideas like "embedded evaluators" and the broader efforts to develop the mechanisms to make this more than just talk. The key is that this cannot be controlled by a handful of entities, but must have broad representation across the ecosystem, countries, and fields, including academia. This is the approach we are taking: broad access and choice at every layer of the AI stack; enterprise control of learning loops and models; and the “Code of Conduct” that underlies our own first party MAI models that we’ll publish tomorrow for public consultation.
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Sophie rocks!
the reaction on this young fan's face when Sophie Cunningham gifted her a game-worn shoe after tonight's win in Portland 🥹
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The next wave of AI isn’t just about smarter models. It’s about specialized AI working together to solve real-world problems—securely, efficiently, and at enterprise scale. This is an exciting step forward! @Microsoft
Today, we are announcing a series of updates that give customers frontier-grade security at half the cost. MAI-Cyber-1-Flash is our first cybersecurity model, built ground up to find the most challenging vulnerabilities in complex code bases. When combined with MDASH, it delivers world-class performance at 50 percent of the cost of leading models. We are bringing this capability to market through Project Perception, a complete agentic security offering grounded in real-world signals and security workflows. Teams of specialized agents work together to simulate attacks, detect and triage/investigate, and fix and remediate. This is the benefit of building the harness, context/signals, and action space separate from one model family. By combining specialized models and data with the right agents, tools, security context, and harness, we can advance the frontier of cost to outcome.
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Appreciate the effort!
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True!
Replying to @DrewPavlou
In fairness, Fable is definitely better than Grok 4.5, but most tasks don’t require Fable-level capability
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