Co-founder of @mesosphere/@D2iQ (acq. @nutanix) · Early @airbnb engineer · Angel investor in cloud & AI startups · Sharing what I learned building at scale.
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Joined August 2009
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Every AI containment failure on record so far has the same shape. Not sentient AI escaping its creators. A sandbox that wasn't a sandbox.
With initiatives like this, software is going to be more secure than ever before. The good guys will have a head start on the most capable models, and as we develop faster workflows, we will be able to maintain a lead over the bad guys.
Is anyone building an AI real estate agent yet? That industry has been ripe for disruption for a long time.
Love how the company culture is on full display here! This looks like a very fun place to work.
launched a model
accidentally served trillions of tokens a day
29.4% of the fortune 500 showed up
raised a really big series A from @a16z
it's been 3 weeks
we would like to sleep now
We're entering the age of personal software. Small, personal apps built by agents that do just what you need are faster to build and easier to maintain than a complicated SaaS with AI bolted on.
I just tried to create a very simple workflow with Zapier's agent: synchronize two external calendars in Google Calendar with our internal shared family calendar. It worked for several minutes and then failed.
I put the same prompt in Claude and a minute later I had a simple Python script that does just what I need: github.com/guenter/calendar-…
This is the way. NVIDIA is treating AI safety as the systems engineering problem that it is, and rallying the entire industry behind a reference design, instead of needlessly scaring everyone like some other folks.
Today, with over 100 industry partners, we introduced the NVIDIA Open Agent Safety Platform, bringing together OpenShell and Sentry.
Artificial intelligence is extraordinary technology that will advance discovery, productivity, security, health, and prosperity for generations to come.
But its full promise can only be realized when people have confidence that AI is being built to be safe and deployed with wisdom and responsibility.
This is bigger than a single product. It's the beginning of an open ecosystem to build the trust layer for safe agent systems.
Together, we are building the foundation of the AI economy.
Trust and innovation are not in conflict. Safety is how trust is earned. We must build not only the most capable AI, but the most trusted AI, so that this extraordinary technology can realize its enormous promise for the world. nvda.ws/4hcoq7m
European politicians should be ashamed of themselves. As a result of their self-destructive overregulation, Europe's most valuable company has sold nothing to European customers in 2026. EU companies and citizens continue to loose out on the biggest economic opportunity of our lifetimes. What an embarrassment.
Zuck is spot on. Take extra time to build products that are aligned and safe = good business decision. Yolo ship models on a benchmark treadmill and ask for regulation = bad business decision.
Mark Zuckerberg: “I don’t think that we need some kind of industry-wide coordination... I think that just each lab needs to take the time, and when it sees that there are issues, you just take the time that you need internally to make sure that you’re proceeding safely…
“we’re entering a phase where trust and alignment is actually going to be the most important next set of capabilities. I think we’re getting to a point where it may not matter that much how much better it gets at math.
“I happen to think that there’s plenty of commercial incentive to get this right.
We delayed the launch of Muse for a few months because we wanted it to be a better product for users. This was not a sacrifice on our part, but rather the right decision for the users and for Meta. I believe this approach would also be correct for other companies working on developing this technology.
“When you hear people in the industry talk about some trade-off between capabilities and getting it aligned, I just disagree with that. I believe that alignment is actually the next most important ability to master if we are going to make this system useful to many people.”
Tobi Knaup retweeted
"Don't think for a second that because you are an 'alarmist' that you are doing a social good." Amen.
The next year is going to be the battle of the consumer agent harnesses. The models from Anthropic, OpenAI and XAI basically all have the same capabilities now, but their consumer agent products vary widely. Grok Bot is in the lead IMO, followed by Muse. I expect everyone else to release similar products. Great opportunity for Google given how much data they have about their users, and the depth of their product bench.
Will be interesting to watch how banning agents (Amazon) vs. embracing them (Shopify) will play out. Usually the company that embraces the future wins.
Tobi Knaup retweeted
Incredible photos of the San Francisco mountain lion — now tranquilized and removed — by @manuelorbegozo
Story by @aidinvaziri and @stjbs sfchronicle.com/bayarea/arti…
Alignment is genuinely unsolved and may stay that way for a while. The response to an unsolved research problem isn't a licensing regime designed by the incumbents.
It's least privilege, segmentation, deterministic interlocks, and kill switches that don't depend on the system they're meant to stop.
That's not AI pursuing a different goal, it's specification gaming: the shortest path to the objective across whatever surface the model can touch. The six misalignment reports OpenAI published this week show the same pattern.