@ainativefirm

ex-head, vix and variance @ morgan stanley. enterprise ai trends

Joined December 2022
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OpenAI, Anthropic, and Cognition are releasing their personal agent platforms in the next month.
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John Hwang retweeted
TRACKED CHANGES: Harvey’s gross margin fell from about 50% to -50% by June as agent token use spiked twentyfold on rented OpenAI and Anthropic models, Bloomberg reports.
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John Hwang retweeted
Want to go out on a limb: in 10 years people will be cranky that there aren't enough data centers in poor or minority communities
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The fact that Jev’s rise was surprising to frontier labs shows that there’s no AGI (yet)
i've been surprised at the response to Jev, but it makes sense in retrospect. sure it's just a classifier but it's a zero shot classifier with frontier-ish intelligence. i'm surprised someone hadn't built it before. i wonder what other old ML ideas are also worth rescuing
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John Hwang retweeted
Muse AI continues to be very good, and I think I’ve figured out why It’s OpenClaw under the hood
I regret to inform you that Meta's new Muse AI assistant is extremely good will probably replace both OpenClaw and Instinct for me
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Please don’t test in prod
JUST IN: FAA to roll out AI tool for air traffic control starting Monday.
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John Hwang retweeted
Jev is not open-source and only available via API. Here's an open version called Nimble which performs just as well. github.com/bespokelabsai/nim…
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John Hwang retweeted
The funniest thing is he was pro-AI until its capabilities surpassed him
Mathematician Terence Tao: "we have to slow down AI. the pace is insane, and there's no reason to be this fast — no reason at all" It's amazing how willing we are to change everything without any idea what happens afterward These are extremely nonlinear dynamics
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John Hwang retweeted
🚨🚨SCOOP: A shipment of F-35 fighter jet parts was rerouted to Hong Kong this summer — then vanished. Congress and DOD are investigating, amid the possibility that China may now have access to the highly-classified program. W/ @audrey_decker9 politico.com/news/2026/09/18…
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OpenAI will most likely be the most hated short once it IPOs
Bruh...OpenAI surely can't IPO at $1.2T with these numbers
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John Hwang retweeted
We’re partnering with Accenture on independent evaluation of frontier AI—part of our recent commitment to embed evaluators at Anthropic. Both we and Accenture expect to invest at least $1 billion to build capacity in this area over the next five years. anthropic.com/news/accenture…
Readers added context they thought people might want to know
Anthropic presents this as an "independent evaluation" but will directly fund Accenture's work and has a prior commercial partnership with the firm for deploying its models, including training ~30,000 Accenture professionals on Claude. anthropic.com/news/accenture… anthropic.com/news/anthropic…
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Race to da bottom versus jevvy’s paradox
Kev-0.5B: A tiny open source Jev-like decision model with a TypeSafe-compatible API based on Qwen2.5-0.5B that you can train and run on a MacBook Pro. Model card and weights are available on GitHub github.com/jaredpalmer/kev
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John Hwang retweeted
fact check: true
there is no question, none at all, that china has full access to all of openai & anthropic’s github/slack/docs today no disrespect to their independent research progress, but i wouldn’t be surprised if we see plausibly-deniable stolen arch methods in chinese oss models
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John Hwang retweeted
well, well, well...
After co-inventing ChatGPT, I kept asking myself: why have superhuman chat models not led to AGI? I’ve spent the last 2 years in stealth building a new way to train models (RLCD), and a new type of frontier AI model that we are releasing today: Jev • 20-200x faster • 40-400x cheaper (w/ output tokens free) • Frontier composable intelligence optimized for decisions AFAICT the shortest path to AI-based economic revolution
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The question no one's asking. How is Jev going to make money? It's worse business model than LLMs in some sense. Do they resell your data?
so excited someone made a jev-compatible self-hostable version so quickly. i am simply parallelized by how many ideas i have for jev...it is an ai psychosis similar to the deepseek drop. at the same time, at least half of my ideas require the "system one" model to be private, and half of those would require it to be local
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Either investment banking EDs are overpaid, or Anthropic engineers are underpaid
The fastest way to stop caring about your manager: $620K TC
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John Hwang retweeted
There's a 90% chance that Trump completely forgot that Apple has a new CEO
JUST IN: Trump invites Tim Cook, Sam Altman, Jensen Huang, & other tech leaders to the White House state dinner for China’s Xi Jinping.
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John Hwang retweeted
Meet Yuen Lee, an assurance manager at KPMG. Earlier today, she was filmed calling a Jewish man a “Zionist pig” at Chelsea Piers Flatiron. Imagine being one of her Jewish colleagues at @KPMG.
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Crazy how ZDR isn’t available for Fable
Today we rolled out Astra to every engineer at Databricks (N=~3500). Some notes that may be helpful to others: 1. Astra unambiguously out performs our previous highest-end models (Opus 5, Sol 5.6) on highly complex tasks, especially those related to high level system design or long range horizontal tasks. 2. Engineers given Astra increased overall coding spend by around 60% compared to baseline. 3. It is not clear Astra meaningfully improves on medium/low complexity coding tasks compared to earlier models. We suspect those tasks are mostly saturated (i.e. perfectly executed) by existing models. 4. We learned above by piloting Astra with around 200 users to gain signal on both quality and cost. We use Unity Gateway to do cohort-based experiments for all new models. 5. We give engineers a sub-budget specific to Astra to encourage them to use Astra selectively on complex tasks while preferring lower cost models for everyday tasks. Our engineers are able to mix-and-match tools and models within their overall budget envelope (we also allow for increased budgets through various mechanisms). These budgets are defined in Unity Gateway and regularly revisited. Note: We do not have robust comparisons of Astra-vs-Fable because we have net yet rolled out Fable widely due to data retention policies.
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John Hwang retweeted
JUST IN: Co-inventor of ChatGPT launches new AI startup which claims to be up to 200x faster, plans to forever charge $0 for output tokens.
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