
Jawwwn
@jawwwn_ • 28,293 subscribers
posting into the void 📺🫡••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••
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Palantir CTO Shyam Sankar says Chinese open source models pose a "threat to American Prosperity": "These Chinese open source models are really the result of distillation attacks." "Most of this is just stolen American IP from frontier labs, and I think the frontier labs should do more to protect that IP, and that's in their own economic interest." "The gravest threat to us is not homicide, it's suicide." "It's an inability to turn these tokens into economic value and generate American prosperity for it." "You see that with the proposed moratorium in New York on data centers. Turning our back on AI would be as consequential a mistake as turning our back on the atom in the '70s." "It's just the beginning, but we're starting to see a burgeoning US open model ecosystem forming." "NVIDIA's Nemotron models are very good." "I think you're going to see in the next month a slate of announcements of other American companies, non-frontier labs, neo labs, who are putting out open weight models that companies are going to be able to cheaply fine-tune and capture their own alpha in weights they control." Via Bloomberg
Jawwwn106,178 Aufrufe • vor 19 Stunden

SpaceX COO Gwynne Shotwell: “I love working for Elon Musk.” “He’s funny— he’s hilarious actually.” “He focuses on things that I would never have thought were important.” “One is— beautiful spaces.” “This is one of the most beautiful factories I have ever seen.” Via TIME
Jawwwn28,169,406 Aufrufe • vor 3 Monaten

Palantir CEO Alex Karp says Peter Thiel is so misunderstood in Europe that Germany effectively lost their most successful investor: "I think the treatment of Peter is atrocious." "I think the question historically one would have asked in Germany is: can we afford this? Can we afford not to learn from this person?" "The German tech scene should be #2 in the world by any historical standard. Honestly, the German tech scene was the #1 in the world, so #2 is already, like, maybe shouldn't be the aspiration." "It's on no one's list." " The largest company in Germany by market cap, I think, is Siemens, and Palantir is significantly larger, even where we're obviously undervalued currently." "I've known Peter Since we were poor students at Stanford. We had conversations as poor students fighting about intellectual things. He was always heterodox right. I was always heterodox left. I don't think much has changed. He's still heterodox right, meaning he's very frustrating to classic Republicans." "He's never been a neocon. He actually does not really believe in classic Republican economic theory. He was the first person to flag and will always flag—you tend to have people on the right basically explaining all problems as the result of capitalism not being driven far enough." " That's just not Peter's view." "He's not a simplistic or a caricature thinker on the right. And he's definitely not the caricature that the left wants to present." "But what's fascinating to me is—why is it so important to spend so much time blocking Peter from the German market?" "It's so obviously thin what they're saying about him, what they say about Palantir, so obviously doesn't make sense on the merits. You only need 10 minutes, 5 minutes on Google to see this isn't true."
Jawwwn459,058 Aufrufe • vor 5 Tagen

.Elon Musk: “We are in the singularity.” “I think we’ll hit AGI in 2026.” “You’re at the top of the rollercoaster about to go down.” “Don’t worry about squirreling money away for retirement. It won’t matter.” “I don’t just have courtside seats— I’m on the court. It still blows my mind multiple times a week.” Via Peter H. Diamandis, MD
Jawwwn24,893,272 Aufrufe • vor 4 Monaten

.Chamath Palihapitiya says Palantir CEO Alex Karp “deserves a medal” for being “on the right side of history” and one of the only AI leaders speaking the truth: “You can look at a graph of the financing needs of these companies and pinpoint when they oscillate between 2 messages.” “1. We’ve created a super god and the VCs are like lemmings and need to be on the right side of the super god.” “2. This is a complete weapon, let’s shut the world down and regulate everything.” “The problem is, at a trillion dollar market cap, that game has ripple effects that touch everybody in the industry.” “What Alex Karp did—he deserves a medal.” “This is an incredible human being that had the courage to come here, everybody watched that clip, all these S&P500 CEOs called me after that clip asking, ‘Help me interpret this.’” “I’ll tell you—he was on the right side of history.” “What he’s showing you is—you need to have a much more predictable way of running your business. Because if you’re bending to the vicissitudes of private company funding cycles, or their desire to need to live up to trillion-dollar valuations, you’re taking a level of risk you didn’t know you were taking.” “The LLMs do a very good job at a superficial form of privacy called ‘Zero Data Retention or ZDR.’” “They say, ‘Enable this and everything is hunky dory.’” “When you look at the fine print, if he uploads the secret formula for KFC into the model, that part is ZDR’d. But if he just clicks the like button, is there any guarantee that info is not stored? The honest answer technically, is no, because we don’t know how to do that.” “When Alex came on… at no point did Anthropic say, ‘He’s got it totally wrong, here’s the exact technical details, there’s nothing to see here.’” “I thought to myself, why wouldn’t you, the minute after that clip started to go viral, be completely specific and repudiate the claim.” “The reason, we all know, is because it’s the true version.” Via CNBC
Jawwwn267,982 Aufrufe • vor 5 Tagen

Palantir CEO Alex Karp says enterprises want to "own the means of production" instead of "transferring their alpha" to OpenAI or Anthropic: "Why are [LLMs] charging for tokens if it's so valuable?" "If it was so valuable—let's say I can make you a billion dollars tomorrow. Wouldn't I say, 'I'll make you a billion dollars, and I want 30%?'" "Look at our financials. The reason why everyone is chillaxing with bad financials and growth while losing money, is the client refuses to pay the true cost." "The two places that actually make money—profit, free cash flow—are our application layer called ontology, and compute." "We can get the frontier application to be exactly the same as a frontier model without the risk of transferring the alpha of your business to another." Via CNBC
Jawwwn1,145,569 Aufrufe • vor 18 Tagen

Palantir CEO Dr. Alex Karp: “Time is not time.” “We always assume a minute of time is a minute of time. It’s not.” “Palantir is not like these atrophied companies. It takes them 3-5 years to get a year. It takes us a week to get a year.” “A year is not a year for Palantir.” Via TBPN
Jawwwn269,068 Aufrufe • vor 5 Tagen

Peter Thiel explains why all the successful people in tech are suffering from a mild form of Asperger’s: “We need to flip this around—why is it that people NOT suffering from Asperger’s are at a disadvantage in our society?” “They're in effect talked out of their interesting original ideas before they're even fully formed.” “I often think of business school as the anti-Asperger's demographic.”
Jawwwn175,998 Aufrufe • vor 4 Tagen

Palantir CEO Alex Karp explains how he would fix Europe if he were in charge: "You have to say first: we have a crisis." "By the way, it's talent, not money." "Part of the reason it's hard to do the optimistic thing is every day, Europe makes another decision that makes it harder to fix the problem." "I've literally told directly or indirectly to every chancellor and every important politician that you can think of for the last 10, 15 years, 'You have to do what Israel does, what China does, what America would do, what we did after World War II.'" Via Mathias Döpfner
Jawwwn253,013 Aufrufe • vor 5 Tagen

Palantir CEO Alex Karp says Silicon Valley is "overselling AI" and telling the public, "Don't believe your lying eyes." "This is a natural resource that is net-net excruciatingly valuable for the betterment of humanity, but it does have some negative externalities." "The biggest problem in this country is, while it will raise the standard of living of the average person, the people involved are likely to get 10-100x wealthier than they already are." "That's a problem for society." "This is a new playbook. There is no playbook. Because this is a neurodivergent age." "In past revolutions, the person at the bottom—maybe their salary doubled, and the person at the top became 5x wealthier. But it was very unusual to be a billionaire 40 years ago." "You now have a revolution where I could become 20x wealthier than I am now, and the person who is working out here—their salary could certainly could go up significantly by any normal standard, over a period of 10 years, go up 50% or double. " We're not really allowed to say this, but it's done by people that you don't really relate to. These are very oddly-shaped IQ specimens that you probably wouldn't want to have over for dinner, and if they were over for dinner, you'd have nothing to talk to them about." "I got screamed at for—first of all, it wasn't a draft. I was like, 'We should have some kind of service,' by that I meant hospital, taking care of old people." "Our fabric of our society is already strained. Wealthy people—it's not like in the '50s and '60s where people actually knew each other, went to the same schools. We're already in totally separate societies." "It's inflammatory, but we already live in a separate but non-equal society." "The actual fear people have is, 'I'm going to lose my job. Now, that fear, even if it's not true, the people running the lab companies, who are the leaders, told you it's true. They're telling you your life is going to suck, and they're also getting very wealthy, and you don't find them very likable." "It's the same problem Germany and Europe have about all these issues. If you tell people, 'Don't believe your lying eyes,' you know what they do? They protest vote." "They protest vote because what they're really saying is, 'You are telling me not to believe everything I know.'" "Why is Palantir the most popular brand in the world People always frame it as unpopular. For every time you read someone, we have 100x the fans." " You know why we're so popular? Everybody else is telling you they're only trying to figure out what you want to hear." "When politicians in this country or anywhere else say, 'Hey, don't believe your lying eyes on migration. Don't believe your lying eyes on nuclear. Don't believe your lying eyes on AI.' They get up and they vote for people who are like, 'Screw these people. I'm going to burn down the house.'" Via Mathias Döpfner
Jawwwn248,097 Aufrufe • vor 5 Tagen

.Elon Musk says he was literally “all in” betting everything he owned on Tesla and SpaceX when his third rocket failed and Peter Thiel stepped in to save SpaceX: “My buddies from PayPal saved my butt.” “Peter Thiel’s been a big supporter. He invested in SpaceX at an important time in 2008. Before orbit. After our 3rd failure but before success:” “Big credit to Peter and Luke Nosek and the other guys at Founders Fund. Basically my buddies from PayPal.”
Jawwwn1,842,025 Aufrufe • vor 1 Monat

Palantir CEO Alex Karp’s secret to staying physically fit enough to run Palantir: “Copy the Norwegians.” “Run like a snail—run at the pace you walk at, get a band, stay in Zone 1.” “Do that as much as possible and over a long period of time, you will transform your health.”
Jawwwn3,244,090 Aufrufe • vor 2 Monaten

Peter Thiel on fraud and USAID: “Something like Palantir ends up being a constraint on government action.” “A lot of abuses, the most extreme overreach happens where people thought there would be no accountability ever inside the government.” “There probably were a lot of deep state excesses that happen where, if Palantir had been used, there would have been more of a record of what people were doing.” “The people at NSA believed whatever power the software gave them, it also limited their power because there would be more accountability.” “Something like this is what Oliver North was charged with in the 1980s, that he engaged in fraud because he had mischaracterized various payments. If we want to be aggressive, so many of the people working at USAID could be charged with fraud like Oliver North was charged with fraud.” Via The Rubin Report
Jawwwn12,253,965 Aufrufe • vor 6 Monaten

Peter Thiel on why he chose to live in Miami over other cities: “Austin’s a government town, a college town, and a wannabe hipster San Francisco town— 3 strikes and you’re out.” “From 5th grade since 1977 I lived in California. I’m just a sucker for the weather.” Via Joe Rogan
Jawwwn3,444,346 Aufrufe • vor 2 Monaten

.Chamath Palihapitiya says Palantir CEO Alex Karp is " an incredible, smart, brilliant guy" who "completely nailed it and called out on its face the huge risk" of giving your company's alpha to OpenAI and Anthropic: "If you are a reasonable company, why are you not finding an independent way to access this intelligence in a way that doesn't leak your edge away?" "To do so at this point now is kind of becoming derelict and irresponsible." "Back then, you could be experimenting because you didn't know any better." "Now, when you know all of these data points, to continue to make the same decision is really insanely dumb." Via The All-In Podcast David Sacks david friedberg @jason
Jawwwn499,244 Aufrufe • vor 15 Tagen

Palantir CEO Alex Karp on Zohran Mamdani and NYC: “We’re about to probably have a complete disaster. I was born in New York. “If you asked, ‘do these things actually work?’ Everyone’s like, ‘of course I’m not going to vote for that.’ Instead they ask, ‘does it work in theory?’
Jawwwn10,552,097 Aufrufe • vor 8 Monaten

Peter Thiel: “Ambition is not considered cool in Europe.” “You’re always supposed to downplay that.”
Jawwwn802,787 Aufrufe • vor 1 Monat