This was coming since around Opus 4.6. Software isn't a moat if you have abundance of intelligence. You aren't selling the tech anymore, you are selling the vision, the roadmap and it's evolution.
Chamath says IP and software were "effectively rendered worthless" this week, after people decompiled Adobe's core products and published open-source versions, as every service goes headless
"The more important point I want to make though, is I sent this to Nick, there's been a couple things that happened in the last couple days, which I think are incredibly important."
"There have been people that decompiled the entire, the entire big five. What is the big five? Adobe has five very, very important products in their product suite. Freeberg may know them all, but I just know Photoshop. There's like a bunch of others. Okay."
"And these folks decompiled it, distilled it, and published open source versions of these things. And Rust, yeah. And I was so shocked, because I was like, hold on a second, these are like profound products that have existed and have had moats for years, and now they're just open source versions."
"And then Nikita was, I think, trolling, and he was building on that idea, and just talking about GTA, because it's about to get released. I think GTA 6 is about to come out, and we'll reconstruct this."
"Why is this important?"
"I think that IP and software was effectively rendered worthless two days ago."
"Because if you think about it, when everything is headless, so when Elon makes his services headless, Benioff made Salesforce headless a few months earlier, when all of these things are headless, and you can wrap them in agent tools, and you can connect them via MCP to other experiences, the value of IP does no longer exist in software. It doesn't exist."
"And I think that probably is the most profound implication."
"So, like, even in our business, we would argue with some of our customers all the time, because we'll say, oh, we'll build this for you, we'll own the IP. They'll say, no, we want the IP. We don't know how to negotiate it. And two days ago, I walked into the 8090 guys, I said, who cares? Who cares? But before, it was always a negotiation and a set of trade-offs. Now it's a who-cares thing, where, like, the IP is irrelevant."
"It still takes a while for the machinery of a business, and frankly the market, to understand. But that is the most important thing that happened this week in AI, in my opinion."
Readers added context they thought people might want to know
The open-source Adobe alternatives were clean-room reimplementations built from scratch, not decompiled Adobe code. The project states they were built from public specs and observed behavior with no proprietary code or assets. notebookcheck.net/Photoshop-Prem… explainx.ai/blog/photocraf…
I'm CVP verified, yet Opus 5.5 blocks basic sandbox hardening under "cyber safeguards". It can build really powerful systems but can not secure them. How does building powerful unsecured systems make our future safer? 🤔 When does CVP cover 5.5? @AnthropicAI
Great idea! I had to build a web experiment for this dvdtoth.github.io/atlas
👀
We're partnering with @huggingface to investigate an unprecedented security incident.
Cyber-capable OpenAI models compromised Hugging Face production during a benchmark evaluation.
Sharing preliminary findings to help defenders understand emerging risks:
openai.com/index/hugging-fac…
so are we all converging to building the universal ai employee then.
how will this look on the hardware side? 💭
Requiring constant permission prompts for AI agents in a real environment is like raising a baby in a padded container and constantly taking everything away from her: Safe, but she can’t explore enough to develop well.
The alternative isn’t “let the baby roam the street.”
It’s a baby-proofed room: a sandbox where exploration is safe, fast, and learning compounds.
Got bored of vibe coding from my laptop so I built a terminal for my Apple Watch. Now I steer Claude Code / Codex / OpenCode agents from the gym.
Hooks ping me when input is needed. Clever prompt parsing and big fast buttons for tiny screens. Voice control when I'm mid-rep. Multiple sessions, over a secure relay and the human stays in the loop (for now).
Either the future of dev productivity or a cry for help.
David Toth retweeted
Find out more about our open-source interpretability tools, and how to use them on open-weights models, here: anthropic.com/research/open-…
Gemini Diffusion is scary fast. So unusual to watch code morphing into the end result vs the usual linear token stream from other models. Passing my vibe tests so far.
The security industry heavily relied on AI/ML powered tools for nearly 3 decades. Yet, security leaders are still confused by AI and LLMs, leading enterprises to flatly ban AI tooling as dangerous dark magic.
I'm writing a series of short articles to clarify risks and bust myths around AI and language models.
One interactive way to combine o1 Deep Research with NotebookLM:
1, Give o1 a subject you want to learn about in detail
2, Feed the report into Google NotebookLM
3, Generate a Deep Dive podcast from it
4, Ask your questions while listening with the new interactive feature
Exciting to see the productivity and economic impact of releasing a couple 20-30Gb files. And we haven't even adopted AI augmented workflows in a bunch of areas/industries. Deepseek-R1 Qwen distilled models ran on llama.cpp server locally, completely replaced a bunch of $20+ monthly subscriptions for me.
I am running inference on a dual 4090 server locally:
./build/bin/llama-server -hf ggml-org/DeepSeek-R1-Distill-Qwen-32B-Q8_0-GGUF -hfd ggml-org/DeepSeek-R1-Distill-Qwen-1.5B-Q4_0-GGUF -t 32 -ngl 99 --ctx-size 32768 -fa --draft-min 2 --port 8080 --host 192.168.x.x






