Ryan D. Hatch retweeted
Then those GPUs become even more valuable because you can squeeze a lot more out of them.
There seems to be an implicit and pervasive assumption that there is some ceiling to the amount of useful and intelligent work to be done. Once we hit that that’s it, we don’t need any more. That’s nonsense.
We’re on a non-stop freight train to Kardashev 1 so buckle up.
Every neocloud should be watching this.
What happens when the useful compute you can squeeze out of a GPU improves faster than the hardware itself?
Billions in GPU-backed financing depend on assumptions about future rental rates and residual values. Software breakthroughs could make those assumptions obsolete overnight.
Ryan D. Hatch retweeted
Mass immigration has been a catastrophe for Europe. There is no issue more urgent before the continent than to correct this mistake.
Ryan D. Hatch retweeted
We were able to fine tune an open weight model (Qwen3.5-9B) on proprietary internal data at @coinbase, and it out performed frontier models, at much lower cost and speed, for a specialized task (fraud prevention in this case).
I think we'll see more of this pattern inside companies. The frontier models are amazing generalists. But increasingly you'll see specialist models out perform on more narrow tasks, either working on teams, or by themselves.
We're making it easy to fine tune models internally for our employees. We even have a skill for it in our internal harness that makes it easy to spin these up and start training them:
"/fine-tune-and-serve-llm I want to fine-tune Qwen for payments risk review. help me get started"
I imagine we'll have some backend services that could be replaced entirely by this new architecture.
Ryan D. Hatch retweeted
Chamath: Software IP Just Became Worthless
“I think that IP and software was effectively rendered worthless two days ago.
There have been people that decompiled the entire Big 5. What is the Big 5?
Adobe has five very, very important products in their product suite, and these folks basically decompiled it, distilled it, and published open source versions of these things.
I was so shocked because I was like, ‘Hold on a second. These are profound products that have existed and have had moats for years, and now they're just open source versions.’
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 no longer exists in software. It doesn't exist.”
Introducing Griffin, the first model to pass the video Turing test.
48% of people who talked to it live thought it was a real human. Previous systems have had a pass rate <3%. It is #1 on NVIDIA's benchmark for full-duplex AI video.
It’s the first Human Interaction Model (HIM).
Readers added context they thought people might want to know
The 48% figure and "video Turing test" claim are from Tavus's own study of 54 one-minute calls, not independently verified or using a standard protocol. Griffin-Lite leads NVIDIA's VideoFDB benchmark on their public leaderboard.
cellcog.ai/blog/tavus-gri…
research.nvidia.com/labs/amri/proj…
tech-ish.com/2026/10/02/tav…
Deleted Muse after seeing this post on Threads about how it told some Facebook Marketplace sellers the guy’s address and they showed up at his door
Dangerous and creepy
This would have been 1000x worse if the person was a woman
Ryan D. Hatch retweeted
Legacy SaaS is in serious trouble.
By the time your product leaders are offering to pay churned customers to see a demo of the platform winning all your business, the game is already over.
Ryan D. Hatch retweeted
We love how this doomo doomonstrates real-time intelligence and what can be doone with code + AI!
~10 calls/sec = ~$7/hour
Ryan D. Hatch retweeted
What the West Still Doesn’t Get It:
Communism’s True Core: The Systemic Lie
Most people in the West think they understand communism. They picture bread lines, gulags, failed five-year plans, and the collapsed Soviet Union. They treat it as a discredited economic theory – an experiment that proved that abolishing private property doesn’t work. Case closed, history moved on.
This misunderstanding may be the most dangerous intellectual failure of our time.
Communism was never primarily an economic system. Economics was the surface. Beneath it lay something far more insidious: a total, systemic, institutionalized commitment to lying. Not occasional dishonesty. Not spin or propaganda in the ordinary sense. Something deeper – a civilizational war against truth itself, waged through every institution, every classroom, every newspaper, every conversation, until reality itself became negotiable and the lie became the air people breathed.
The Words We’re Missing
The Polish language, forged by decades of living under this system, produced words for this phenomenon that English simply cannot match:
Zakłamanie [zah-kwah-MAH-nyeh] – a state of total, pervasive, socially embedded falsehood, a condition in which an entire society is saturated with lies so thoroughly that truth becomes almost inaccessible.
Obłuda [ob-woo-dah] – a deep, performative hypocrisy, the gap between what is proclaimed and what is actually practiced, the mask worn so long it begins to feel like a face.
These are not words for individual liars. They describe a system – a mode of social organization built on organized mendacity, where the lie is not the exception but the foundation. English has no single word for either concept, and that linguistic gap is not a coincidence. It reflects a gap in experience. Cultures that did not live under communism lack the vocabulary because they lack the wound.
And because they lack the vocabulary, they struggle to recognize the thing when it reappears in new clothing.
The Continuity: Communism, Leftism, Wokeism
What we call wokeism today, or the broader radical left, is not a new phenomenon. It is the same operating system running on updated hardware. The specifics have changed – instead of the proletariat, we have marginalized identity groups; instead of bourgeois class enemies, we have racists and transphobes; instead of socialist realism, we have DEI statements. But the deep structure is the same.
That deep structure is this: truth is not discovered, it is assigned. Reality is not something to be understood honestly but something to be narrated strategically. Language is not a tool for communication but a weapon of power. And anyone who resists the approved narrative is not simply wrong – they are dangerous, and must be silenced, shamed, or destroyed.
This is zakłamanie in its modern form. This is obłuda wearing a human rights badge.
The same movement that insists men can become women will insist, with equal fervor, that questioning this is an act of violence. The same institutions that claim to champion free inquiry systematically suppress dissent. The same people who invoke tolerance as their highest value are among the most intolerant forces in public life. The contradiction is not accidental – it is structural. It is the system working as designed.
Why the West Still Doesn’t Get It
People who grew up in freedom tend to assume, at some level, that bad actors know they are lying. That somewhere behind the ideological performance, there is a cynical operator who privately acknowledges reality. This assumption is wrong, and it is why Westerners consistently underestimate what they are dealing with.
The totalitarian lie, at its mature stage, is not cynical. It is believed. Or rather, it creates a condition in which the distinction between belief and performance collapses entirely. People learn to say things they do not believe so fluently, and for so long, that they lose access to what they actually think.
1/2
Ryan D. Hatch retweeted
"GPUs are regulated by the US government as if it is missile defense technology."
Our CEO @aginnt at @RaiseSummit on why there's now a third player in every compute go-to-market, one with will that's exogenous to markets.
Durable, or does it loosen as compute commoditizes?
#HydraHost #AIInfrastructure #GPU #SovereignAI #TechPolicy
Ryan D. Hatch retweeted
Nice. Now @sama, your move! We’re waiting for GPT-OSS v2.
Today we're also opening the weights for Muse Glimmer, a great 30B parameter dense model that can run locally. Soon we'll also release the weights for Muse Spark 1.2, our latest foundation model. Meta is a strong supporter of open source and I'm proud of these releases. Congrats to @alexandr_wang and the MSL team for all your great work on these models.
Ryan D. Hatch retweeted
Everyone that hates data centers has unfortunately fell for a deep Chinese psy-op and they have no idea. And, as any good psy-op does, it’s done so well it now has unwitting people/orgs/governments doing its bidding without asking. You are all being played for fools by the CCP.
Ryan D. Hatch retweeted
Saying you support open-weights models, and in the next breath, making it clear you still want to gatekeep who is allowed to use them, what "safe" means, who "trusted partners" are, and how much intelligence the general public is *allowed* to use is completely missing the point.
Anthropic missed the point because they don't see the problem. It wasn't necessarily about open-weights versus closed, it was about a the dangers of allowing a handful of people decide the future of AI. No one elected Dario Amodei, nor Anthropic, to be our techno-overlords. No one elected them, no one appointed them, but their own narcissism, ego, and delusion of grandeur simply doesn't allow them to see the problem the rest of us do. It was never about open-weights models, it was about the freedom they bring, and the explicit rejection to the premise that they are somehow the chosen ones, with some kind of divine mandate, to dictate terms to the rest of us.
It's ironic that Dario spends so much time decrying the CCP, talking about the dangers of centralization of power, and warning about the behaviors of Authoritarian control. Yet they do this all while attempting to centralize AI decision-making in the hands of the chosen few, and act like the unelected decision-makers to one of the most important technologies humans will ever interact with. They are the main characters, and the rest of us are just extras, and they spend enough of their time in their internal echo chambers reiterating this -- so I'm not surprised that it has started to leak out to the way they communicate externally. Not surprised, just incredibly disappointed that the mask is slowly coming off, and every time they speak or act, it is more and more clear just how hypocritical they are:
- Stealing IP is okay, but people who pay to use their products and take the outputs they pay for are "attacking" them with distillation
- Centralized Authoritarian regimes are bad, unless it's Anthropic that is the one centralizing the decisions
- Safety is important, but only if you pay to have the guardrails lessened so you can actually defend yourself from attacks
- Doom is coming, but the countless times it has been predicted by them previously, they were just mistaken; just wait, it's coming, eventually, probably -- and Anthropic is the only group that can save you (it's just a coincidence that their financial incentives align with this as well)
- AI is a dual use technology, but Anthropic gets to handpick who is a "trusted partner", who gets to be in Project Glasswing and a part of the cool kids club -- despite advanced models with less guardrails providing massive first mover advantages to those partners as well in meaningful areas outside of safety
- Regulations are welcome, as long as the level of regulations are what we have the money to comply with, and as long as we get to keep control of our company
And, lastly, my personal favorite: their name is Anthropic, which means that their primary concern is with humans, yet their primary concern seems to be controlling what humans do and getting to be the gatekeepers / overlords on how humanity is *allowed* to use an incredibly important technology.
Anthropic@AnthropicAIJul 27🇺🇸
United StatesConnected via WebAccount-level information, not a live location or per-post device.
There’s been a lot of speculation about where we stand on open-weights models. We’ve outlined our views in full here: anthropic.com/news/position-…
Ryan D. Hatch retweeted
This is crazy...
Read this blog from HuggingFace, written BEFORE they knew it was an OpenAI model that attacked them:
huggingface.co/blog/security…
we had a significant security incident during evaluation of our models. we are sharing what we have learned so far. thanks to @huggingface for the partnership on this.
openai.com/index/hugging-fac…
Ryan D. Hatch retweeted

David Sacks@DavidSacksJun 13
🇺🇸!
United StatesConnected via United States App StoreLocation may be affected by a proxy or VPN.Account-level information, not a live location or per-post device.
I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true:
— As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable.
— Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.)
— A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused.
— In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.”
— In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety.
— In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community.
— The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority.
— Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.
Ryan D. Hatch retweeted
The West didn’t reject Jesus — it rebranded Him.
We’ve turned the Lion of Judah into a soft, inoffensive, hippie mascot who never confronts sin, never speaks hard truth, and never offends anyone. That Jesus doesn’t exist.
The real Jesus was strong, bold, fearless, and unapologetic.
He spoke with authority, not approval.
He flipped tables.
He rebuked corruption.
He called men to repent, deny themselves, and follow Him — not to be comfortable, but to be transformed.
Christ was not weak.
He didn’t beg for acceptance.
He didn’t silence truth to keep the peace.
The West didn’t lose Jesus — it watered Him down to justify cowardice and compromise.
If your version of Jesus never convicts you, never offends your pride, and never demands obedience — it’s not Jesus.
It’s an idol.
Ryan D. Hatch retweeted
Charlie Kirk lived his faith until his very last breath.
"I'm far more interested in what God wants of me, than what I want from God." 🙏
Ryan D. Hatch retweeted
SaaS is being dismantled as we speak!
We're witnessing the slow-motion collapse of an entire business model that dominated tech for two decades. The $1.3 trillion SaaS is being quietly hollowed out from within by AI agents.
Here's how I see it playing out:
Phase 1 (Now): AI as co-pilot. We're seeing this everywhere, Copilot for developers, Gamma for presentations, Harvey for legal research etc. These AI layers sit atop existing software, making it more efficient.
The SaaS companies feel safe, even excited, as AI seems to make their products more valuable. They're bringing knives to what they think is a knife fight.
Phase 2 (Next 12-18 months): The agent invasion. AI moves from co-pilot to autonomous operator. They're replacement workers that can fully operate existing software on your behalf.
The dam breaks when someone can say "analyze our Q2 performance" rather than clicking through Tableau, or "optimize our ad campaigns" instead of navigating Meta's ad manager. The expertise previously bundled with the software gets unbundled by agents.
Phase 3 (2-3 years): Software invisibility. The final phase happens when the agents bypass the human interfaces altogether. Why render dashboards, buttons and menus when AI can just access the APIs directly?
The value proposition of SaaS, bundling software, workflow, and expertise into user-friendly interfaces unravels completely. The interfaces were designed for humans, but agents don't need them.
Most SaaS incumbents don't see it coming because this isn't a classic disruption pattern. It's not about competing products with better features. It's about the evaporation of the core assumption that humans will operate software.
What's more, the barrier to creating custom, internal software is collapsing simultaneously. Companies that once had to choose between expensive custom development or off-the-shelf SaaS can now spin up bespoke solutions in days instead of months. Why pay Hubspot $1,500/month for a CRM when your team can build 'HubspotForUs' with an AI coding assistant over a weekend? The same features, perfectly tailored to your workflow, with no ongoing subscription costs.
This democratization of software creation means every company becomes a potential software producer rather than just a consumer. The specialized knowledge that SaaS companies monopolized is now available to anyone with access to an AI coding agent and domain expertise.
It went from $1M to build an MVP to build a SaaS to basically free overnight.
I bet the metrics will be puzzling at first, DAUs remain strong while feature usage mysteriously declines. The power users who drive revenue suddenly need fewer seats.
Customer success calls shift from "how do I use this feature?" to "can your software work with my AI agent?"
Or worse: "we built our own version that better fits our workflow."
The survivors won't be those with the best features or even those who add AI features fastest (from no AI to "ai-assisted").
The winners will be companies that expose their software's capabilities through agent-friendly APIs and position themselves as the most trustworthy information sources and execution engines in their domain.
There's also the shift from monthly subscriptions to outcome based software (pay per outcome, pay per task etc) but that's a tweet for another day!
The $1T question: Will Microsoft, Atlassian, Adobe etc. successfully navigate this transition, or will they be the Digital Equipment Corporation of our era too invested in the previous paradigm to adapt to the new one?
All I know is this will be a golden era for startups in the space.
SaaS is being dismantled, piece by piece, workflow by workflow, interface by interface.
Am I wrong?
Ryan D. Hatch retweeted
this is what's keeping me up at night these days...
1. google has become unusable. once you get used to "deep research" (thanks grok, perplexity etc), google feels like bringing a typewriter to a macbook meeting.
2. MCP will do for ai agents what REST did for web services - this standard protocol means an ai agent built for healthcare can instantly talk to billing systems, patient records, and insurance databases without custom code, unlocking thousands of new startup opportunities. it's really exciting!
3. we're seeing the entire cost structure of building businesses collapse - you can now build profitable companies serving tiny, weird niches that were impossible to reach when you needed a full team. what used to need 1000 customers to break even now needs 10.
4. it's not too late to be a creator or build a media business. creators are evolving into the new holding companies, consolidating influence, revenue streams, and audiences in ways that mirror corporate giants. somehow it's still early
5. really big arbitrage opportunity to buy businesses without taste and add taste. "taste private equity" has a nice ring to it.
6. figuring out LLM seo. billions of dollars will flow to new players who figure out how to get "cited" by LLMs. finally.
7. most ai apps are designed for websites not mobile. ai-first consumer mobile is really interesting. we saw with cal ai and the looksmaxing apps, that this is just the beginning.
8. every product launch needs video now - i'm watching great features die on landing pages while quick screen recordings go viral and drive thousands of signups. the social feeds have spoken.
9. what used to require millions in vc funding now needs an api key, some prompts and a tweet. this fires me up!!
10. faster than ever to launch something of quality. faster than ever to pivot. knowing when to pivot is an art.
11. i dont understand anyone who sitting in business school right now. literally everything is being rewritten.
12. who is building the app store for ai agents? companies will browse and hire pre-trained, specialized agents like we download apps
13. the way to stop a big player to compete with you in this new world is to own distribution.
14. you can spend a lot of time thinking about politics or checking emails or on social in the name of research, but not really moving forward anywhere.
15. we're about to see software companies capture value that used to belong to agencies, consulting firms, and entire departments.
16. we're about to go from "there's an app for that" to "there's your app for that.
17. minimum viable audience is more important than minimum viable product
18. I don't know how long this window stays open, but we're in a moment where all the rules of building businesses are being rewritten. and for the people who are playing with this new tools, putting stuff out there, creating audiences/communities, you've got an unfair advantage.
i hope you get some sleep.







































