Father, Founder, Investor | CEO at https://xitter.cf/t.co/GRUNunIf2v
SF & London
Joined August 2007
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10/ If the world of abundance is real — and I believe it can be — the rails that protect its distribution will be the next critical infra for emerging markets.
In the age of AI we have to solve for the abundance of fraud first.
Full essay: smile.id/blog/protecting-hum…
markstraub retweeted
This is the most important chart in AI right now.
Open Source is eclipsing Closed Source in total token usage, but frontier labs still capture most revenue.
Watch my breakdown:
More data than open-source AI is taking share from OpenAI and Anthropic. Open source has gone from 28% token share to 62% token share @vercel over the last 2 months. Chart from @rauchg
Super impressive given that the sum of OpenAI and Anthropic accelerated in July. So net token/AI infra demand accelerated even more than the acceleration we saw at the frontier. And suspect Grok growing even faster than open-source and we saw some of this in the @tryramp data.
Open-source AI taking share is positive for AI infrastructure demand as it lowers margins at the model layer and an open-source token costs just as much compute to produce as a frontier token. Nothing about open-source AI inference is “free.”
Most likely end state IMO is that closed, frontier tokens are 60-90% of economic value but only 15 to 25% of tokens.
Wild.
All the more reason why safeguarding the rails is existential to ever achieving "abundance."
We are still very early in this game.
New: Hackers have been stealing high-profile Instagram accounts by simply asking Meta's AI support chatbot to change the email associated with the account they want to steal.
Shockingly easy, terrible flaw associated with offloading support to AI:
404media.co/hackers-simply-a…
A thread on humanity in the age of AI..
1/I just got back to Silicon Valley after weeks of travel.
I look forward to the post-AI abundance that the market is forecasting, but right now the era of fraud is hitting Lagos, Manila and Joberg before the era of abundance...
🧵
First post on @X in a long time.
Just spent a week in the Philippines.
Met lots of local people in tech.
I’ve traveled a lot but PH was perhaps the friendliest, most welcoming country I have ever been to.
Mabuhay! 🇵🇭
Excited to come back.
Thx @SproutHRTech & #SaaSconPH ! – at Pasay City, National Capital Region
Pleased to announce our new partnership with @Mastercard
mastercard.com/news/eemea/en…
Been thinking about Charlie Kirk’s tragic assassination & the increase in recent political violence.
I am reminded of the 1st principle of free speech: I may not agree with what you say, but I will defend to the death your right to say it.
This is core 2 what makes us American
Exciting News! I'm hiring Senior Sales Execs to join our team in East Africa & Francophone Africa 🌍
East Africa
Apply here: lnkd.in/e4Kd6SUs
Francophone
Apply here: lnkd.in/ebdxAEGZ
Tell us why you're the best person to scale Enterprise Sales in these markets🚀
Many people have told me our marketing at @usesmileid is quite good and we have built a recognizable brand synonymous with ID verification in Africa.
While I hope that’s true & @peaceitimi and her team deserve credit,
We have some really exciting things planned next….
Now we have an exciting new strategy, shared understanding across the team & some cool AI tools ⚒️ with a lot more data to work with.. we’re just missing 1 thing.
You! 🫵
A Director of Marketing w/
- ABM experience
- strong KPI track record
- creative flair 4 product marketing
If this sounds like you and you have a culture of urgency around customer needs and excellence around execution.
Come join us!
wellfound.com/jobs/3301866-d…
