Ethan retweeted
If you announce a model's benchmarks without releasing it (weights, product, api, etc "later"), feels like almost a sure thing that someone releases a better model in your category before you get it out.
This is actually completely backwards, the largest customers (OAI/Ant/Meta) only take/highly prefer baremetal.
Managed k8s/slurm is great for small/medium labs. But even amongst these, you'd find a preference for baremetal.
The framing makes it sound like baremetal is easy; it's not.
to be a real neocloud you need to build software, not just supply power and GPUs
lots of people are buying sites and filling them with B300s
that’s cool, they’ll probably sell a few racks, but they’re gonna get blown out of the water by companies that build software
spot is fundamentally a software product. the platform is constantly shifting workloads around and cleaning up between jobs, and you’re solving many orchestration problems at scale
i’d be bullish on anyone doing spot or serverless like beam.cloud
and bearish on anyone buying power and GPUs and calling themselves a neocloud
> Argon is currently rolling out to a set of trusted cyber defenders in the Fairwind Program, with broader availability as soon as possible.
🙃
Jev nailed the product requirements:
- Ultrafast
- Dirt cheap
- Accurate enough
I feel like every "but we already have Jev" post I've seen has just 2 of those 3 but you need all of them.
The Jev moment happening now is similar in energy to the OpenClaw moment that happened in January, and also to the Opus 4.5 moment before that. Developers are scrambling to find use cases for a new hot thing, and it's a sudden blooming of creativity.
Models have typically NOT optimized for specific use cases and have gone the other direction, generalizing over all of them. This could be a very important moment for the whole AI ecosystem if this turns out to be the beginning of other model skews that make the market much more diverse, such as compaction, summarization, extraction and more, all of which can now be used to optimize harnesses and decouple them from provider lock-in.
We'll see what happens over the course of the next few weeks when the model labs optimize their small models more or try new ways of branding and packaging them.
Ethan retweeted
1/ We’re entering the era of agentic commerce, and we believe that world models are the missing engine.
Instead of browsing static product pages, agents will let you interact with products inside your own world before making decisions.
Today, @DecartAI we're releasing Anywear👇
🤖 Made with AI
Ethan retweeted
we made a chrome extension that lets you try on any clothes on any site in real time and its live today
anywear.decart.ai/free-sahas…
go break it😃
🤖 Made with AI
We've really enjoyed working with @grx_xce and the @Intelligence_ai team, they move fast and are super creative when it comes to designing evals!
Today, we're introducing @Intelligence_ai.
In 6 months, as a team of 10, we scaled from $5M to $60M ARR and 5.5M users across 190+ countries.
We raised a $7.9M seed, led by @IndexVentures with participation from @conviction, @A_StarVC, and @combinator to build DesignArena, a universal interface for accessing and evaluating the world's AI capabilities.
Most evaluations try to simulate the real-world. We believe the real-world is the ultimate verifier.
People come to @DesignArena with a request. Models compete to fulfill the request, and users determine what works best for them.
Their live user behavior evaluates the models, improves how work is routed, and helps people access the right intelligence.
We've helped the world's leading frontier labs break the news on their SOTA capabilities.
What's the limit? Join us and find out.
Killer team, all the more relevant these days when labs are trying to get compute from any provider with capacity!
Today, SkyPilot is out of stealth.
Building custom intelligence is now existential. We help frontier AI teams build intelligence faster by removing their biggest bottleneck: AI compute fragmentation.
Frontier teams like @appliedcompute, @AbridgeHQ, @hippocraticai, @hcompany_ai, and @nubank already run on SkyPilot, with 10x faster time-to-intelligence and double-digit increase in GPU utilization.
AI teams today get compute anywhere they can. They then firefight compute fragmentation across providers. Researchers burn time on workload setup. Infra gets paged when GPUs go down. Frontier teams build slowly even on the fastest compute.
@skypilot_org turns your fragmented compute into one AI supercomputer, so you run frontier workloads faster. Many users manage 10,000+ GPUs across providers with SkyPilot. GPU hours consumption has grown 6x in the last 6 months.
1/ We're launching SkyPilot Platform — the AI compute platform for frontier AI teams to manage large GPU fleets and accelerate building custom intelligence.
Optimized for fleet management, team governance, and frontier workloads — pretraining, post-training, multi-cluster serving, and sandboxes. SkyPilot open source users can switch to the platform with a server URL change.
2/ We've raised over $20M led by @Lux_Capital (@breeves08), with participation from @AmplifyPartners (@dauber, @lennypruss), @coatuemgmt, @FoundationCap (@ashugarg , @JayaGup10), @RaceCapital, @thehousefund, and top operators like @alighodsi (CEO, Databricks), @JeffDean (Chief Scientist, Google), @rauchg (CEO, Vercel), @amasad (CEO, Replit), @ClemDelangue (CEO, @huggingface) and more.
We're hiring across Engineering and GTM to deliver the platform for the next decade of AI.
Above all, I'm excited to be building with the incredible team we've assembled, along with my cofounders Zhanghao @Michaelvll1, Romil @bromil101, Scott, and Ion @istoica05.
If you firefight AI compute, let's build.
Ethan retweeted
This is a very good teaser but the details behind the scenes are even cooler!
For some intuition on CSM, Cerebras made everyone understand that if you can pool SRAM together on a big wafer you are going to go very fast. Etched can pool the SRAM without needing to keep the dies attached. This means they can push from 8x to 128x to 1000x+ chips all working together in ultra low-latency scale up domains, and then at the same time they can use LVI to pack the die with tons of flops for throughput. These are beautiful ideas and it’s great to see them coming to life!
What if video editing had a “volume knob”?
We are excited to share new research from @DecartAI and @TelAvivUni, accepted to #SIGGRAPH2026. We found directions within video models that enable smooth control over edit strength, from subtle changes to full transformations!
Check out our paper & blogpost 👇
We're hiring in SF! Autoregressive diffusion models have their own unique challenges and our opt team paves the way for new experiences like Lucy.decart.ai
If this type of impact resonates with you, reach out to @hiba280700 with ref to your perf work!
stacked speaker lineup on perf ahead of GTC, come by if you're in SF!
Excited to have our chief scientist & co-founder Orian Leitersdorf speaking on realtime diffusion models — alongside @tedzadouri (FA4 first author) and @spectorb (ThunderKittens / @flappyairplanes) —
at a perf-focused evening, hosted by @Accel & @GPU_MODE.
Register now! luma.com/gpumodexdiffusion
Come chat with the team about realtime video at GTC!
We are hosting the first realtime AI event with @nvidia, @awscloud, @Deloitte, and @fal.
Meet the people building realtime AI and see what's shipping next from the lab.
🗓️ Tue, Mar 17 · 5–8 PM
📍 Fuze, San Jose
👉 Spots are limited, RSVP now → luma.com/burxctxy
I am some dude at Decart. We don't have titles, and if we did they'd change more often than our GPU clusters.
That happens twice a week.
Our domain is the name of a french philosopher, if you spelled it wrong.
.ai.
Our entire budget is spent on the best scientists you can get. And DoorDash for dinner.
We don't have a marketing team. Well we do, but they are not allowed to use computers. You can reach them by standing under the balcony and yelling "Ido!!".
We don't have a balcony anymore. We are also on the 32nd floor.
We probably have a product somewhere, but who knows.
It's realtime for sure tho.
We are not hiring. If we did, we wouldn't tell you.
Members of technical staff preferred.
I am the lead engineer at ai.com.
We had $78 million to work with.
$70 million went to the domain.
$8 million went to the Super Bowl ad.
I got the rest.
"The rest" was $500 and a Cloudflare free tier.
This ratio -- 156,000 to 1, marketing to engineering -- is not a bug. It is the business model of the entire artificial intelligence industry in 2026.
You do not need a product. You need a name. Preferably two letters. Preferably letters that made investors lose bladder control in 2024.
I built the website in a weekend. I didn't build it, actually.
I described it to OpenClaw (previosely Moltbook), (previously, reviously Clawdbot) and the AI built it.
We are, after all, an AI company. Using AI to build the website felt appropriate.
The AI charged us nothing. We are charging users $20 a month. This is called "margin."
We have a free tier and a paid tier. The free tier gives you access to a product that doesn't exist. The paid tier gives you access to the same product that doesn't exist, but with more input tokens.
No one has asked "input tokens for what." This is the kind of question that delays launches.
Nobody checked if it worked.
Nobody checked if it scaled.
Nobody checked if it did anything at all.
We were too busy approving the logo.
The logo is a planet with a ring around it. Someone said it looked like the old Saturn car logo. Saturn went bankrupt in 2010. But the logo was free and our design budget went to the domain, so here we are, orbiting a dead brand at $70 million per revolution.
Our product is an "autonomous AI agent" that "organizes work, sends messages, and executes actions across apps."
Which actions. Which apps. At what cost.
In the AI industry, these are called "implementation details." Implementation details are beneath us. We are a vision company. The vision cost $70 million. The implementation cost $500.
The gap between the two is where shareholder value lives.
Our press release promises the agent will "trade stocks, automate workflows, and update your online dating profile."
We are building artificial general intelligence so it can fix your Hinge bio.
This is on the roadmap. The roadmap is longer than the codebase.
Our marketing says you can create an AI agent in 60 seconds. This is technically true. You type a username. You click "generate." You receive a loading spinner. Sixty seconds.
What you do not receive is an AI agent. But the experience of waiting for one is, I'm told, "the product."
Our press release describes a "decentralized network of billions of agents." We used the word "decentralized" because our CEO comes from crypto. In crypto, "decentralized" means "we haven't decided how it works yet." We have not changed the definition.
This is not unique to us.
OpenAI has raised $40 billion. Their product loses money on every user.
Anthropic has raised $15 billion. Their stated goal is to build something they believe might destroy humanity, and investors are fighting to give them more.
Microsoft has committed $80 billion to AI infrastructure this year. Their Copilot product tells people to put glue on pizza. The entire industry is a $300 billion screensaver with a loading spinner.
We fit right in.
Our CEO is the Crypto.com guy.
He previously spent $700 million to rename a basketball arena and hired Matt Damon to tell America "fortune favors the brave" six months before crypto lost 70% of its value.
He paid for our domain in cryptocurrency. I am told this was "tax efficient." I have learned not to ask follow-up questions about things that are "tax efficient."
He is now pivoting from crypto to AI. In the industry, we don't call this "pivoting." We call it "convergence." Convergence means the last bubble popped so you inflate the next one using the same PowerPoint deck with different nouns.
The Super Bowl ad ran during the fourth quarter. Thirty seconds. It told 130 million Americans to visit our website.
The ad was thirty seconds. That's $266,666 per second. Each second of airtime cost more than our entire engineering budget.
Second fourteen showed the logo. Second fourteen cost more than the website.
They did visit. All of them, apparently, at once.
The website went down.
"Prepared for scale, but not for THIS," our CEO tweeted, adding three fire emojis.
The fire emojis were load-bearing. They were doing more work than our infrastructure. The entire site was hosted on Cloudflare's basic tier, which is designed for food blogs and wedding photographers, not for absorbing the combined curiosity of a nation told to visit a two-letter domain during the biggest television event on earth.
But the crash was, in a way, perfect. It is the most honest thing the AI industry has produced. A $78 million promise that, when 130 million people showed up to collect, returned a loading spinner and the words "please refresh and try again."
Every AI company should adopt this as their mission statement.
The previous owner of ai.com was OpenAI. They used it to redirect to ChatGPT -- a product that exists, built by thousands of engineers who were paid more than $500, running on billions of dollars of compute. We bought the domain from them to redirect to a page that asks you to pick a username.
OpenAI also ran a Super Bowl ad this year. They sold us the domain, then bought ad time in the same broadcast to promote the product they used to host on it.
We are now competing with the company that built the thing we may or may not be reselling. During the same commercial break. On the same channel. For the same audience.
The AI industry is a snake eating its own tail, except the tail cost $70 million and the snake can't stay online.
That's the product. A username. For an AI agent that doesn't exist yet. On a website that couldn't survive its own launch. Sold by a crypto CEO during a crypto winter. Wearing the logo of a bankrupt car company.
Twenty-three percent of Super Bowl ads this year were AI companies. That's 15 out of 66.
In 2000, it was dot-coms. Pets.com ran a Super Bowl ad. They went bankrupt nine months later.
Their sock puppet mascot outlived the company. I'm not saying history repeats. I'm saying it rhymes, and the rhyme scheme is expensive.
But none of that matters. What matters is the domain. Two letters. Seventy million dollars. The most expensive thing we own is our name. The least expensive thing we own is everything the name is supposed to represent.
In the AI industry, this is called "brand-first development."
In every other industry, it's called something else.
Anyway, we're hiring.
Backend engineers preferred.
Budget: whatever's left.
Excited for people to see what we've been cooking, the first real-time v2v model with reference image support running at these specs!
We're still just scratching the surface of these models and some prompts have surprised us (e.g. add a cat/spider and some light vfx). Try it out and let us know what you think! 🚀

























