He never misses. 💪
Very pumped to see Oratomic announce their most recent $475m raise north of $5B from the some best investors in the world.
Nebular's largest investment ever from co-leading the seed in December with my friends at Formation.
Quantum is coming :)
wsj.com/cio-journal/quantum-…
Peter Johnston retweeted
It is unethical per se to even interview at a competitor while attending Board meetings and Board dinners.
Peter Johnston retweeted
Man who runs firm that is investor in ‘struggling second tier competition’ - forgets his firm just led round in ‘struggling second tier competition’ - literally couldn’t make this stuff up.
You are a struggling second tier competitor that is more unethical and lying just because you have no decency or sense of proper behavior and shows your desperation. Straight out lying about if Chris being fired I thought would be below even you.
Readers added context they thought people might want to know
Khosla is an investor in both Cognition and Factory. khoslaventures.com/category/enter…
Peter Johnston retweeted
BREAKING: Michael Burry says OpenAI and Anthropic's AI safety warnings are fake hype to cover for slowing growth ahead of their IPOs.
"we are so awesome it could become dangerous"
Peter Johnston retweeted
Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.
You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement.
I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible.
But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier.
Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want.
Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well.
So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it.
If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.
Peter Johnston retweeted
Sorry, but asking Jacob about AI extinction risk is like asking your AC guy about climate change.
Not saying it's necessarily uninteresting or wrong per se but let’s keep things in perspective and hear from the full range of expertise across the ecosystem!
You can go from heads down stealth for 9 months to meeting two silicon valley legends on the same day. Cool.
Peter Johnston retweeted
Leandro Paredes should be banned from international football for life viciously assaulting Spanish players after the final whistle.
Indefensible thuggery and criminality.
Truly astonishing how much Google have fumbled the bag with Gemini. It’s unusable.
Actually needed it today as was running very low on charge for my car. Sends me to two completely wrong locations in Westchester. I then tell it it’s wrong and it replies “you’re right, I’ve repeatedly given you incorrect information”.
How did Google who built THE maps product fuck this up so badly? @GeminiApp
“with the addictive feeling of false progress.”
A near perfect articulation of what’s going on in enterprise AI by Alex Karp.
My team and I have witnessed what could be described as a collective insanity inside prospective clients where they frequently say ‘we’ll just build it ourselves’ with zero technical experience, only delusions.
As a result we see the best companies buying our software and the ones struggling opted to build. Some of them at least return 3 months later and are like ‘yeah that got complicated quickly’.
Our bet is there will need to be 2-5 years of data infrastructure improvements to yield any path to AI working reliably and at scale in enterprise.
Absolutely brilliant from Palantir:
"Tokenmaxxing hijacks your value orientation and decreases your institutional fortitude and intelligence. The pursuit of high token usage incentivizes disposable scripts over robust software — with the addictive feeling of false progress. There is a reason why those selling tokens refuse to charge based on value."
Love this guy 😅. Probably the only lucid CEO not blowing smoke right now on AI.
Anyone who has spent even a minute working deep in enterprise AI knows its barely working at scale. Why the fuck else would OAI and Anthropic be piling billions into sending engineers into their client companies...
Early innings... ⚾️
Palantir CEO Alex Karp on Anthropic's Dario Amodei:
"Most of the things they talk about in public are running on Palantir."
"He's gone from being way behind, to being ahead."
"I'll tell you—he believes what he's saying."
Via @CNBC
Peter Johnston retweeted
Starcloud has been selected by @NASA as one of 37 companies (the only space-data center company) to advance Moon and Mars technology! 🚀 @Starcloud_
msn.com/en-us/news/technolog…
Peter Johnston retweeted
Starmer resigns - he has been a truly disgraceful Prime Minister.
I do not believe him to be a good man or a patriot.
He has deliberately and rapidly accelerated the destruction of our Britain, of our home.
History will not remember him kindly, nor should it.
I sat in Parliament, looking him in the eye, listening to him attempting to justify his decision to block a national inquiry into the mass rape of young British girls.
I will never forgive him. For that, and so much else.
What comes next, I do not know.
Whatever that is, Restore Britain will be ready to offer the British people a democratic route out - a better way, the only way.
But Starmer is gone.
And that is a good thing.
Enjoy it.



















