dnap
@dnapway • 7,368 subscribers
buildin @counterpartytv | prev @alearesearch account run by parents
Videos
President Trump calls Jensen mid-interview at the All-In Summit to say AI taking over the world is a hoax Jensen: "Mr. President? I've got to tell you something. If it wasn't because of you calling, I would... I'm on stage with the besties." Trump: "You see, the great thing about life is that Jensen can develop the most complex computer chip in the world that nobody can copy for 10 years, but he can't figure out how to put me on speaker." "So, the AI, it's almost a conspiracy, and the happiest group is China, they're very happy." "I'm telling you, it's all a hoax. The data centers are great and they make people wealthy and they make states wealthy and it's the oil of the next 20, 25 years. It's bigger than the Internet." "The robots are not going to be taking over the world and that's not going to happen. The AI will not be taking over the rest of the world. The whole thing is a hoax." "Now, with that, we have to be a little bit careful, but that doesn't mean we're going to stop an industry. So I'm with you all the way."
dnap450,018 views • 8 hours ago
Sam Altman says Trump and Xi would win the Nobel Peace Prize for a one-page AI agreement “I think Presidents Trump and Xi would get the Nobel Peace Prize together if they could agree on something that should be easy to agree to. And it would be wonderful.” “I think that clearly the two countries are going to compete in lots of ways, and this is going to be important socioeconomically, geopolitically. But they should be able to agree that no one should be taking a certain level of risk with the development process of this.” “And even if just the US and China could agree on some shared standards and testing for development of this technology, I think that'd be a wonderful accomplishment that the two of them can deliver.” “I don’t think this is hard. This is like a one page document.”
dnap1,885,084 views • 2 days ago
Dario responds to critics: “I would rather they make fun of me than to wake up one day and discover that someone used Claude to k*ll a bunch of people.” “Almost every day I'm made fun of on social media because our model's biology safeguards are too strong. And biology students complain, they make jokes that we can't use the model.” “But the reason for that is that we have strong safeguards. And I would rather they make fun of me than to wake up one day and discover that someone used our model, Claude, to kill a bunch of people. I don't want that.” “I would repeat the same point, which is that it shouldn't be my responsibility alone or Anthropic's responsibility alone or all of the AI company's responsibility alone or even one government's responsibility alone. This is bigger than all of us.”
dnap797,214 views • 1 day ago
Sequoia partner Doug Leone reveals he got a root canal with no Novocaine to see if he was really a badass "I had to get a root canal. And I had to go to a meeting right after that. I told the dentist, drill without any Novocaine.” “My whole life, I wanted to see if I was a badass or not. Am I a fake badass that has this envelope nobody could tell, or am I really a badass on the inside?" "He drilled and I jumped. And I told the dentist, I won't move again. And I didn't move again. I used the trick of thinking what it must be like to go to war and lose an arm or two legs. That's pain with consequences. Mine was pain with no consequences." “It’s just nerve endings from there to my brain to my spine, f*ck it I’m not moving.” "I had to go home and change my shirt because I was a puddle of sweat. But I didn't move. And so I love fear. It does wonders for me."
dnap6,981,330 views • 15 days ago
David Friedberg reveals frontier labs are taking novel insights from his chat history and packaging them as their own "I have had experiences where we've asked some fairly novel scientific questions, and it identifies it as a novel insight, 'oh, never thought about that, might be interesting,' blah blah blah..." "And the using a different account, asking the next model version, it's like, 'oh, you could do this'. And it actually just describes this exact thing that we had in our chat in the previous version." "These are a handful of anecdotal experiences. But I know the domain that we work in, and the novelty of this stuff. So I know that there isn't some new corpus of information out there that's training the new model." "So all I can say at that point is that my conversation or our analyses have been used for training. The truth is, it's actually a piece of IP, that's our organizational IP. We don't have any NDA or confidentiality protections, with them being a service provider back to us." "This is why I care a lot about open source, because I don't want them having my chat logs, because they can use them for training to create an IP that is now diffused to the rest of the market. I find this very unfair."
dnap376,925 views • 3 days ago
Chamath on where Nike went wrong: "I don't aspire to be a fat person. I aspire to be Michael Jordan." "If I've learned anything in almost 30 years of business, you have to have a very clear North Star and stick to it. When I was growing up, Nike's North Star was very clear to me, which was mastery and excellence embodied through athletics. That was it." "I would see Michael Jordan, and I saw mastery and excellence. I would see Tiger Woods, Serena Williams, Pete Sampras, you name it, and it was mastery and excellence." "Somewhere along the way, mastery and excellence became too traditional looking. So they went to things that were just nothing to be associated with mastery or excellence. I don't aspire to be a fat person. Never have, never will. I aspire to be Michael Jordan. Always have, always will." "You can recenter around this idea that we're not here to make people feel better about themselves. Our success was when people imbued their desires of getting better through the lenses of these people that were incredible." "There are incredible athletes who give up their entire lives to master something. And I think that Nike should own that, and they should be proud of that. How do you sell it everywhere? Because everybody will want it." "But if you don't get the North Star right, you're going to miss out. And I think the North Star was clear: excellence and mastery."
dnap306,683 views • 2 days ago
Chamath says Silicon Valley lost what made it great and only cares about money now "Silicon Valley has completely lost what made it great. It was a place for weirdos, for people at the fringes, for people that really were idealistic. And it has become something that's far from that now. It is the equivalent of what Harvard used to be. It's a credentialing place." "When we came, we used to aspire to meet the Bill Campbells of the world, Mike Moritz, John Doerr. Those folks are gone. We used to aspire to work for Steve Jobs. He's not here." "And in that breach, all we have done is focused on making money in every single way that we can, hand over fist. And there's nothing wrong with that. Except now it’s at a point where we need to do a better job of acknowledging it and trying to do a little bit better.” “Every time we don't, and we're given a chance to be better, and we're not, the hatred builds, the animus builds. And that's what we're seeing now."
dnap3,830,538 views • 24 days ago
![David Sacks reveals the Anthropic ‘whistle blower’ Jacob Coxon asked to come on The All In pod but cancelled last minute “This guy Jacob Coxon reached out to you [Jason], said ‘hey I want to come on the pod’, and then he canceled this morning because maybe he figured out it'd be a tough interview.” “If he had come on the pod, the questions I'd want to ask are, who connected you with the Wall Street Journal? This was a relatively low-to-mid-level employee, he had been there for six weeks to three months. This is not something that'd be covered by the Wall Street Journal in this way.” “This was something that was teed up. He's clearly working with these doomer groups, they're going for maximum amplification.”](https://image.24vids.com/tw-2098577280213909907/amplify_video_thumb/2098577174441955328/img/u-kpnwDL_PavInci.jpg)
David Sacks reveals the Anthropic ‘whistle blower’ Jacob Coxon asked to come on The All In pod but cancelled last minute “This guy Jacob Coxon reached out to you [Jason], said ‘hey I want to come on the pod’, and then he canceled this morning because maybe he figured out it'd be a tough interview.” “If he had come on the pod, the questions I'd want to ask are, who connected you with the Wall Street Journal? This was a relatively low-to-mid-level employee, he had been there for six weeks to three months. This is not something that'd be covered by the Wall Street Journal in this way.” “This was something that was teed up. He's clearly working with these doomer groups, they're going for maximum amplification.”
dnap224,478 views • 3 days ago
Leopold explains his approach to not blowing up (2024) "Obviously, not blowing up is task number one and two or whatever. I think this investment firm is going to just be betting on AGI and superintelligence before the decade is out, making the bets you would make if you took that seriously." "I think if that's wrong, the firm is not going to do that well." "The thing you have to be able to resist is, you know, one or a couple or a few individual calls. It's like AI stagnates for a year because of the data wall, or you got the call wrong on when revenue would go up." "You have to get timing right. I do think in general that the sequence of bets on the way to AGI is actually pretty critical, and something people underrate."
dnap2,334,629 views • 1 month ago
David Sacks says Nike should fire it’s CEO and anyone else who approved their marketing campaigns “This is the millionth example of go woke, go broke.” “You stood for great athletes, for amazing performance, for victory. I mean, isn't Nike the goddess of victory? And they built their brand on GOATs like Michael Jordan and great athletes in many sectors, men and women of all different races.” “There wasn't a need to do all this woke stuff. It's just like, this person isn't even an athlete. Who is this person? And what is the message? It used to be just do it.” “And then they got Dylan Mulvaney in an ad, the whole trans thing. This is like the Bud Light case.” “It is so breathtakingly stupid. I mean, their job was marketing. And they're actually marketing images that are so contrary to what the brand was about. It's so craven.” “It was so faddish, that I think that every single person who was part of that decision making chain, from the marketing executive all the way up to the CEO, they should be drummed out of corporate America. I mean, how could you ever approve those campaigns?”
dnap82,898 views • 2 days ago
Threadguy says crypto OGs were trading against plumbers and wouldn’t last in today’s era "Alt season bro? The fabled alt season where every altcoin goes up 20x and it just has to happen this way? 2017 ICOs?” “Some of the best were the best don’t get me wrong. But it’s like, wake up unc, cented owns 60% of the supply and he’s dumping on your headtop. Every new narrative is controlled. The game has evolved.” "The new game is not gonna happen on Twitter. Gone are the days where you have influence just because you've been here for ten years and you're a funny poster.”
dnap1,295,884 views • 1 month ago
David Friedberg says Anthropic is using the same playbook religious institutions have been using for centuries "If you think back on the course of human history and the moments where systems were set up that created power structures that didn't exist before, they were all predicated on the simple notion that there's an existential threat." "You will all die. A deity, a god, some powerful system will come in and destroy you. "And because I can protect you, you must follow me, you must do what I say. It is the common system of human power and control structure to tell a narrative of existential threat and leverage that narrative into your solution being the path to protection and safety." "That is what sells votes, but it is also what created all these early structures where early religious institutions ran all the countries, told all the people what to do, were the power and command centers of the world, and in many parts of the world still are." "When you talk about, if you don't listen to me, God will damn you, God will shame you, God will destroy you, or some deity will come down and get you, this is the same psychological concept." "There is a story being told that you will all die. There's a 10% chance you will all die. If you don't let me control it, if you don't give me the power and the authority to control it, you will all die. Give me that power."
dnap70,697 views • 3 days ago
![Travis Kalanick reveals Bill Gurley pressured him to take a $6 billion valuation. Two months later, he raised at $17.5 billion. "Gurley was convinced it was the end of the world and we've got to raise, and just take your first term sheet, just f*cking take it." "We got to a place where I just wouldn't talk to him. If he reached out to me, I would talk to him, but I just wouldn't try to engage because it was always that. So Emil Michael would handle this part. He would handle a lot of the investor relations." "Anyways, two months later, we got a round done at a $17.5 billion pre." "We were already planning IPO stuff. [Benchmark Capital] didn't know it. But they also never expressed the desire to be like, 'Hey, dude, you gotta IPO.' It was never brought up." "If you think the world's about to end and you've got this thing that's worth a ton of money, you could get to a weird place. Especially when you're a VC, you don't have any control. You're not running anything. So now your entire outcome in life is due to this guy." "You could get into a place where you're running a war room to destroy him. And that's kind of what happened."](https://image.24vids.com/tw-2089173373658206621/amplify_video_thumb/2089171434711175168/img/_1p9FraOFSdRV-YI.jpg)
Travis Kalanick reveals Bill Gurley pressured him to take a $6 billion valuation. Two months later, he raised at $17.5 billion. "Gurley was convinced it was the end of the world and we've got to raise, and just take your first term sheet, just f*cking take it." "We got to a place where I just wouldn't talk to him. If he reached out to me, I would talk to him, but I just wouldn't try to engage because it was always that. So Emil Michael would handle this part. He would handle a lot of the investor relations." "Anyways, two months later, we got a round done at a $17.5 billion pre." "We were already planning IPO stuff. [Benchmark Capital] didn't know it. But they also never expressed the desire to be like, 'Hey, dude, you gotta IPO.' It was never brought up." "If you think the world's about to end and you've got this thing that's worth a ton of money, you could get to a weird place. Especially when you're a VC, you don't have any control. You're not running anything. So now your entire outcome in life is due to this guy." "You could get into a place where you're running a war room to destroy him. And that's kind of what happened."
dnap727,826 views • 29 days ago
Chamath reveals his company's AI token costs are doubling every 45 days but productivity is only up 5% "I sat down with my CTO today, I said how are we doing on token spend. And he said the most incredible thing, he said right now, our token costs are doubling every 45 days. I said well what is the downstream productivity? And he said maybe 5% max." "So my costs are doubling every 45 days, my upside is essentially flat. He said honestly, what we're finding out is that you need to use a lot more tokens to get to this next iteration of improvement because we've effectively already asymptoted." "We're going to take a step back and try to figure out what to do. I don't know how many other companies will actually go through this reckoning now, but the point is everybody in the next three or four years will for sure go through it." "I suspect that if you can get out now, you should get out now before all of that starts to seep into the water table. Because I think that's probably what allows you to get out at a huge price and raise a huge amount of money."
dnap1,547,195 views • 2 months ago
David Sacks reveals Vitalik is one of the billionaires funding the AI doomer movement targeting data centers "Clearly there've been a lot of influence ops around data centers. There's CCP, there's the DSA wing of the Democrat Party, they're communist parties who want to sabotage America." "Then you've got the doomer groups. There's a writer named Nirit Weiss-Blatt who traced hundreds of these astroturfed doomer groups that were basically funded by three EA billionaires in Silicon Valley. It was Dustin Moskowitz, Jaan Tallinn, and Vitalik Buterin. Vitalik gave $600 million of dog coins to Future of Life Foundation." "They’ve been spending hundreds of millions of dollars on these campaigns to make people be afraid of AI and they see data centers as a good target. So you really can't underestimate how much of a difference a billion dollars of donations from these EA billionaires, how much damage that's done in terms of the public perception of AI." "We are gonna have probably 100 new EA billionaires as a result of the Anthropic IPO. And as those people find their way into politics, it will be like George Soros 100x or 1000x.”
dnap141,012 views • 8 days ago
Travis Kalanick explains how the New York taxi system is legalized corruption "When Uber rolled into New York, taxi drivers were getting a 12-hour shift, seven days a week. Each driver was paying $40,000 a year to rent a car.” “So the guy who had the license, whose grandpa got it for free, is getting $80,000 a year renting a car to a taxi driver." "That taxi driver who's paying $40,000 a year for 12 hours a day, or that privilege, he gets to be impoverished. That is the taxi system." "It's been happening for 100 years, so the Stockholm syndrome or regulatory capture is so fricking tight that the difference between the regulator and the taxi company is almost indistinguishable." "What is the taxi system? It is a government-condoned cartel that outlaws competition." "Being anti-competitive is illegal in the United States, unless you get a government official or regulator to do it for you, then it's legal."
dnap511,804 views • 29 days ago
Gavin Baker says the Anthropic S-1 will break a lot of investors' brains "The Anthropic S-1 is going to be really important. And it's going to break a lot of people's brains. There are a lot of macro and value investors who are very confidently making these prognostications about AI with the assumption that tokens are subsidized." "Anthropic is generating cash. They're profitable. Open source tokens are profitable. OpenAI, if they're not generating cash, they will be imminently. SpaceX, same thing." "These macro and value investors are ignorant. They're very smart, but they're ignorant of the facts. They're making an assumption that tokens are subsidized and this is all going to collapse in some circular financing bonfire." "They're just wrong. The overwhelming majority of tokens are profitable for everyone in the chain. Everyone." "It's saying I'm very bearish on the world economy because oil is at $500 a barrel. If oil was at $500 a barrel, that'd be a good reason to be bearish. It's just not. They're just wrong. The central fact is wrong."
dnap539,709 views • 1 month ago
Gavin Baker and David Sacks predict $400-500 billion ARR for Anthropic in 2027 Gavin: "I'm going to take the over on whatever the Wall Street consensus is for 2027, which I don't know. I'll take a 25 to 30% over on that." "I think $400-500 billion is in the zone of realistically achievable." Sacks: "I actually was going to say $400-500 billion as exit ARR for next year. Seems very comfortable. "The only reason it's not higher is because I do think that somehow you get into physical limitations at that point. But maybe not, maybe there'll be enough compute." Jason: "We all believe that they're going to hit $400 billion next year, and they're going to 4x $100 billion." "We were talking about them at $10 billion four months ago. $10 billion to $400 billion is a 40x..."
dnap530,343 views • 1 month ago
Sam Altman: "I think we should be more of a platform company than a product company.” “We just merged ChatGPT and Codex together. So we used to have ChatGPT, Codex, and the API. And Codex, sort of unfortunately named, but that was not just coding, it could do any kind of work, which confused people." “What I think most people want is the single interface to their own personal or their company's AGI that can kind of help them with whatever they need. And then the ability with an API to build anything they want on top of it. And that is the platform that we should offer to the world." “We're going to sell great AI at every point on the cost-performance curve. You want really high end AI to discover science, that's great. You want really inexpensive AI to do a massive amount of volume of work that maybe doesn't require genius level intelligence, we got you covered there too.” “I don't think we should go build every product category. I don't think we should go try to compete with all of our customers. I don't think we should try to subsume the entire economy. I think we should offer this platform and try to have 100 million new businesses and 8 billion people use it in all kinds of new ways."
dnap322,713 views • 22 days ago
Jcal says Sam Altman provoked Jensen into directly competing with OpenAI "I think Jensen is going all in on open source based on these two acquisitions, Hugging Face and Poolside. I think Sam Altman poked the tiger." "If you look at what he did, he had done that huge $100 billion deal with $NVDA back in 2025. Then he announced the $AMD deal. Jensen was clearly not pleased about that." "Right after, Sam said he's going to make his own inference, jalapeño, and that he was going to do the deal with $AMD, then Jensen came out was like, 'Well, by the way, we don't actually have to do these investments in OpenAI.'" "I think he's speed-running open source, and you're going to be able to buy your entire stack from $NVDA next year. He is going to own open source. That is a really interesting moment in time because we were sitting here 6, 12 months ago saying open source would never catch up." "Jensen is doing an open source self-driving project. Now he owns Hugging Face, the leading open source indexer where everybody goes to try the new models.”
dnap232,522 views • 17 days ago