THE SCALE MAFIA one of the most special parts of starting a company is watching the people you fought and bled with in the early days go out and change the world. the Scale crew was supernatural. @scale_ai was one of the first companies to IOI and IMO-maxx, and the magic of Scale was that all of these geniuses gave a shit and ran through walls. it's no wonder that the Scale mafia is the first true mafia of the modern tech era. just to name a few: - cognition founder @stevenkplus1 & president @russelljkaplan - modal founder @akshat_b - tech & science advisor to POTUS @mkratsios47 - claude code head of product @_catwu - kpcb partners @LM_Braswell & @nayakkayak - bun founder @jarredsumner - tbd head of product @lindugong - netic founder @melisatokmak - cobot founder @BradPorter_ - secureframe founder @shravvmehtaa - paramount skydance cfo @DennisKCinelli - thinking machines gc lauren lennon - partner at greylock @sophia_luo_ - liquid ai coo jeffrey li - gallatin ai founder @agilemofo - tbd safety @_julianmichael_ - center for ai safety president @devindkim [photo courtesy the beautiful wedding of @thenateherman (who in many ways was a cofounder of Scale) and @ChristinaG325]

Business Insider confirms it: Amazon has warehouses of GPUs that can’t be installed, and is buying them so far in advance that a supply chain team said they “didn’t have a clear forecasted path” to installing them. businessinsider.com/amazon-2…

Vibe coding CRM is totally doable. Anyone who told you you need Salesforce or other complicated CRM to run your business is wrong at this point. The more fair point is, if your company is legacy and has been running on Salesforce, you will continue to do so. That's more true. If your company is new from day 1, you would be out of your mind to adopt Salesforce rather than asking AI to program your own data/opportunity/deal data model that fits your own business. Integrations are not that hard either with API, CLI, MCP, connectors. We just live in a new world. Let's face it.

AI predictions for next 6-9 months -> Anthropic/ OAI fail to ban OSS in the US -> Anthropic/ OAI continue to innovate product but stall on fundamental tech breakthroughs -> SOTA Gemini 4 launches at 10x lower cost -> Elon open sources Grok -> Anthropic/ OAI ARR growth stalls as enterprises move from tokenmaxxing to rational token consumption/ OSS -> slow realization in public markets that AI may not replace human labor in next 1-3 years/ has not had a fundamental tech breakthrough in over a year/ lacks ROI/ AI hyper and lab spend not durable -> moonboy VCs/ hedge funds/ softbank continue to fund Anthropic/ OAI equity raises in private markets as public markets for them are now fully closed -> CXMT, YMTC announce capacity expansions significantly above market expectations -> hypers deliver good q326 results on first look but fail to show meaningful AI ROI, guide to "significant capex expansion in fy27" -> broad realization in public markets the AI dream we got sold on is not anywhere close to realization -> 10yr hits >5% -> hyper bonds reprice >10%, CDS hit 3x current levels, and AI credit market dries up as market realizes GPU ABF was not a good idea -> hyper equities reprice 30-50% lower -> ORCL falls below $30 as rumors of bailout make the round -> market realizes memory is cyclical and LTAs won't hold -> 50% of korean traders get wiped within a week -> hypers cut fy27 capex -> semis reprice >80% lower -> fed cuts >150bps to avoid recession

One of the things that hasn’t been talked about with Elizabeth Holmes: She was created in the era of the Ted Talk Entrepreneur. Between 2011-2015 (after the release of the Social Network), there was an entire apparatus built around “Child Prodigies”: college accelerators, young entrepreneur organizations, etc. I watched countless founders of hard tech companies present fraudulent products at conferences. They had fake studies with fudged numbers. Most of the adults in the room excused it as “faking it ‘til you make it.” But Holmes was the one who rode the wave better than anyone else. When the Ted Talk Era came to an end and people finally came to their senses, she was still running the same playbook—and in the most scrutinized field there is: medical technology. When people ask how she got so far, it’s largely explained by the period she did it in. And she got caught when the world suddenly woke up.

1/ We discovered something totally unexpected about the neural structure of consciousness that overturns decades of thinking on its biological basis and brings us significantly closer to the recipe for generating conscious awareness. New preprint: biorxiv.org/content/10.64898… (led by @HesseJanis, with @FrankLanfranchi, @_conor_mcgrory, @Yuelin_Shi, and @EngelTatiana)