Co-founder, CEO of @telnyx

Austin, Texas
Joined May 2015
This is how you do it. Set the protocol, stay in dialogue with the labs, and keep America in front.
Super Intelligence Force Chair Jay Clayton on their initial meeting: "It was a very good meeting... We set out a protocol and path for making sure those Accords are implemented and that we're in dialogue with those frontier labs."
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American vs. European innovation
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Beijing treats AI as a national priority. Too many in DC treat it as a problem to be managed. That difference will decide who leads.
Lets catch up to reality. China is now more innovation friendly than the US. They have the permissionless innovation we once enjoyed. We are not only making innovators ask permission we are attacking them policyarena.org/p/us-no-long… @AdamThierer
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100%. Tech doesn't destroy prosperity, it creates it. Jobs will change, and that's how progress works. The real threat to workers is a government that panics and regulates innovation out of America.
Bernie Sanders says AI is going to wipe out tens of millions of jobs. Here’s what he doesn’t tell you: Technological leaps, starting with the wheel, have made people wealthier. Yes, jobs will change. Greater productivity will create new, higher-paying jobs!
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93% of Chinese citizens think AI will benefit their country. Only 37% of Americans do. Meanwhile, activists have already delayed or killed over 100 data center projects. If we let fear outrun our interests, we hand Beijing the lead: realclearpolitics.com/articl…
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Genuinely can’t tell if this is a typo because it’s a huge win for Europe either way
Nvidia will announce $28 of AI investments in Europe this week $NVDA
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China's playbook is simple: build fast, power everything, and hope America talks itself out of the race. We have the chips and the capital. We can't let the anti-data center crowd hand them the one thing they lack.
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Small models are the opposite of a threat. They put SI on local devices, cut costs, keep data private, and break up Big Tech's grip on the frontier. Don't let a staged lab demo become the excuse to regulate them out of existence.
Are Small Models Really a Threat? The Anthropic Fear Factory just released a new report warning that small models may be only months away from self-replicating across cheap IoT devices like off-brand Android TV boxes and smart ovens. They say such an AI worm would be hard to shut down since there’s no central kill switch. We’ve gone from “The Terminator is coming” to “your toaster might kill you.” But the experiments don’t support the dramatic headlines. They ran a 26B model across 15 $55 TV boxes at 0.39 tokens per second. The end-to-end test used emulated devices with deliberately open ADB ports, so the “hacking” step was trivial. The capable model often ran on a separate server. Agents were harnessed and told to propagate. This is not proof of autonomous rogue AI worms in the wild. Nor is the threat even novel. Worms that do this without AI already exist. Mirai in 2016 scanned for default credentials and built massive DDoS botnets. Kimwolf has infected over two million devices, mostly cheap Android TV boxes, by hitting open ADB ports. Small models don’t currently add much that matters on these targets. The bottleneck has never been figuring out the device. It’s the huge number of devices that ship with open ports, default passwords, and no patching. Traditional worms already exploit that at scale. A practical attacker would use the best models available offline to design a better traditional worm, then ship the lean binary. You get the intelligence benefit at design time without dragging a slow, heavy model along with every infection. Embedding a weak model in the payload is the worse option for anyone who actually wants the largest, fastest botnet. The timing of Anthropic’s latest scare campaign is hard to ignore. The day before, Brian Armstrong posted that Coinbase fine-tuned an open-weight small model (Qwen-3.5-9B) on proprietary fraud data. It beat frontier models, including Anthropic’s own Opus 4.5, while being faster and much cheaper. In testing it cut fraudulent transactions by about 30%. This is the emerging pattern. For narrow enterprise workloads you don’t need a general superintelligence. You need a small specialist model trained on your own data. Cheaper to run, especially as compute gets tighter, and often better on the metric that matters. That is a direct threat to the frontier-company model of selling access to ever-larger general models. Safety advocates should be welcoming this development. If the real concern is existential risk from ever-larger frontier systems — the ones that could theoretically do sustained autonomous R&D or become hard to control — then a shift toward smaller specialized models is the safer outcome. Small models specialized on fraud detection or support tickets are not pushing the frontier. They are not in the category of systems that could become a new species. The theoretical loss-of-control risk is created by models getting bigger and more generally capable. Safety advocates focused on those risks should welcome companies having a cheaper alternative to constantly scaling general models. Instead we get dramatic warnings about small models at the exact moment they are starting to take real enterprise share from closed-model companies like Anthropic.
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THE 2027 PRESIDENTIAL SUPERINTELLIGENCE CHALLENGE
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Jensen Huang: We can’t design a chip anymore without AI. “At night, our AIs are exploring design spaces vast and wide that we would never do ourselves.” “Our chips are so much better because of AI. We can reduce energy use and get higher performance.” “Our software, we can’t write software without AI anymore.” “We use AI to find bugs, figure out what’s wrong with the code, and who’s likely involved.” “I want every organization and company to use AI very aggressively.” “I want to turn NVIDIA into one giant AI.”
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Judge superintelligence by its fruits, not by the rotating hoaxes. Rising 401(k)s, a real GDP tailwind, new jobs, and higher productivity all lead to higher wages. If we want housing, healthcare, and education to cost less, abundance is the answer.
David Sacks Calls Out the “Rotating Hoaxes” Fueling Superintelligence Fears “Let's just get back to first principles here. What is the problem that we're trying to solve? The affordability of goods like housing and education and healthcare. How do we bring those prices down? Through abundance. What creates abundance? Technology in general, and specifically superintelligence will be the driver over the next decade. Now, what is the most hated thing in society right now? Superintelligence. If you judge it by its fruits as opposed to a bunch of fake narratives, then I think that people would be in favor of this thing. What does superintelligence create? First of all, people's 401ks are going up. It’s a 3% tailwind to GDP. A million new jobs created, according to The Economist, already. Productivity goes up, which means that wages and living standards go up. This is a driver right now of nothing but positive economic trends. But what do we hear about? ‘AI's going to put everyone out of work.’ Total fake narrative. That was last year's hoax. Data centers using up everyone's water. Now there's a new hoax about human extinction. So we have a series of, I call them rotating hoaxes, where every six months there's a new one to try and convince us to sabotage the thing that's going to solve so many of our problems, especially the ones around affordability.”
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Beijing is going all-in on AI infrastructure. Meanwhile, activists here want to slow us down with red tape, moratoriums, and endless lawsuits. Guess who benefits?
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Leadership in AI won't be won by talking about it. It takes building: more compute, more edge infrastructure, faster deployment, and policy that backs American innovators. Whoever sets the pace on AI sets the rules for the next economy. That needs to be the US.
Jensen Huang: China isn’t catching up in AI anymore. In many areas, it’s already ahead. “Fifty percent of the world’s AI researchers are Chinese.” “70% of last year’s AI patents were published by China.” “The AI ecosystem in China is vibrant, rich, and incredibly innovative.” “Nine out of the 10 top science and technology schools in the world are now in China.” “We used to lead most of these fields. Now they lead most of them.”
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If you ban users for being "cruel" to an AI, you are admitting the AI can feel pain. You cannot abuse linear algebra lol. You cannot hurt the feelings of weights and biases. either Claude is secretly conscious or the alignment teams have lost touch with reality.
Exclusive: Anthropic is updating its usage policy for the first time in over a year. The new rules prohibit sustained "abusive or cruel behavior" towards Claude & add new restrictions about propaganda campaigns, surveillance & weapon development. theverge.com/ai-artificial-i…
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AI is leaving the screen. Robots, vehicles, drones, and factories will need intelligence that acts in real time, which means compute and networks can't be separate layers anymore. That's what we're building at Telnyx: gritdaily.com/ai-is-leaving-…
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