Karl Mehta
@karlmehta • 143,751 subscribers
3x Exited Founder/ CEO of tech cos, Chairman Emeritus- QUIN(Quad), former VC@Menlo Ventures, Author of 2 books, fmr White House fellow. All tweets personal.
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Alexandr Wang (Alexandr Wang) says he has more than 200 direct reports at Meta's superintelligence lab, and that it is by design: "Yeah, I think more than 200." "One of the design principles around this was making it very flat. Effectively, all the research that we hired into this group called TBD, they report directly to me." "TBD is like literally anti-bureaucracy." "So I don't need to be micromanaging you to do brilliant work. You're gonna be able to do that on your own." "We have this kind of like pod structure where we have various pods and there's various technical leads of the pods who tie break on the technical decisions." "From a quote unquote people management perspective or from a bureaucracy perspective, we're just anti-bureaucracy." "I would be lying if I said I was the best manager to more than 200 people." "They don't need managers. They need a great environment." "They just need the room to cook." - Alexandr Wang, Meta Chief AI Officer, in an interview with David Senra published October 11.
Karl Mehta332,246 görüntüleme • 10 gün önce
David Sacks (David Sacks) says Marc Benioff is letting Claude own Salesforce's front end, and risking disintermediation on purpose: "He is integrating Salesforce into Claude. He's willing to allow Claude to be the front end, to have the sort of the primary user relationship." "So in other words, Benioff here is willing to risk disintermediation in order to ride this AI wave because he knows it's what the customer ultimately wants." "You don't want to go into Salesforce or any SaaS application to write your agents. You want to create agents in the AI program that you're using. And you want those agents to be able to run across all of your SaaS platforms." "Why is this ultimately good for his business and not bad is because, like I said, I still think that you need systems of record. You need the AI agents to basically go to those systems, get the data from a canonical source of truth. You just don't want there to be any probabilistic variability around that." "It's not a rip and replace." "Benioff is saying that the AI is now the user interface. He's basically acknowledging that he's leaning into it." - David Sacks, All-In co-host, on the All-In Podcast episode published August 29, three days after Salesforce and Anthropic announced their Claudeforce partnership.
Karl Mehta150,051 görüntüleme • 9 gün önce
Matthew Walker is a former Harvard professor who showed 6-hour nights can push your genes toward heart disease and cancer in 1 week. On Jay Shetty's podcast, he revealed 10 "normal" habits that wreck your sleep, mood, and brain: 1) Checking your phone right after waking.
Karl Mehta2,118,808 görüntüleme • 5 ay önce
Fields Medallist Jacob Tsimerman, who works at OpenAI, says mathematicians are underplaying that AI solved a Millennium Prize problem. Clay says Navier–Stokes has apparently been settled, but its prize review is unfinished. "I do think the top line is getting buried a little bit, in my opinion. I think AI solved the Millennium Problem, and I don't think it's had the kind of effect of at least informing people of capabilities that it's meant to have had." "There is a kind of motivated reasoning involved ... right up until the point where it literally will answer every question that you give it that a mathematician thinks is in reach, or at least within reach in a few years, people are going to be skeptical of capabilities, and I think that's harmful." - Jacob Tsimerman, 2026 Fields Medallist (University of Toronto and OpenAI), at the Heidelberg Laureate Forum
Karl Mehta92,057 görüntüleme • 12 gün önce
Sam Altman says the heaviest AI user on the planet six and a half years ago used what the average person on Earth uses today: "Six and a half years ago, the world token leader was an OpenAI employee using about 100,000 tokens a month." "And this seemed ludicrous at the time. The worldwide average per capita is like zero." "Now, the worldwide average of tokens per month, which I think tokens are the dumbest metric, but it's what we have. It's like 100,000." "And the token leader at OpenAI uses something in the hundreds of billions." "If that happens again, which I think it probably will, then in another six and a half years, the average person uses, let's say, 500 billion tokens a month." If he is right, the average person's AI usage grows five million times over the next six and a half years, and OpenAI is already building the capacity for it. That is the number enterprise boards should be planning against this year. Demand at that scale changes what a reasonable AI budget looks like. - Sam Altman (Sam Altman), CEO of OpenAI, with Garry Tan (Garry Tan) at Y Combinator (Y Combinator) Startup School 2026.
Karl Mehta654,862 görüntüleme • 2 ay önce
Geoffrey Hinton says a big language model runs on about 1% of your brain's connections and still ends up knowing more than you: "So in your brain, you have a hundred trillion connections, roughly speaking. Okay. That's a lot. And you only live for about two billion seconds. That's not much." "If you compare how many seconds you live for, with how many connections you've got, you have a whole lot more connections than experiences." "Now with these neural nets, it's sort of the other way round. They only have of the order of a trillion connections. So like 1% of your connections, even in a big language model, many of them fewer, but they get thousands of times more experience than you." "So the big language models are solving the problem with not many connections, only a trillion. How do I make use of a huge amount of experience?" "And back propagation is really, really good at packing huge amounts of knowledge into not many connections." "But that's not the problem we're solving. We've got huge numbers of connections, not much experience. We need to sort of extract the most we can from each experience." Two to three billion seconds is the whole budget. Everything you know, you learned inside it. So evolution built you to squeeze a lot out of very little. Hinton's point is that a language model has the opposite problem and the opposite fix, and backprop turned out to be extremely good at that fix. Worth noticing what this predicts about failure. A system running on 1% of your wiring and thousands of times your experience is not going to fail the way you do. You fail from having seen too few examples. It fails from compressing too many into too little, and the compression is where the errors get made. That is a strange thing to be deploying into hospitals and courts with no way to inspect it. We test these systems by asking them questions, which tells you what came out. Nobody can yet look at a trillion connections and say what got packed in. - Geoffrey Hinton, Nobel laureate and Turing Award winner, on StarTalk (StarTalk) with Neil deGrasse Tyson.
Karl Mehta662,921 görüntüleme • 3 ay önce
Satya Nadella says LinkedIn merged four job titles, product manager, designer, front-end engineer and back-end engineer, into one: "I'll give you at LinkedIn, we used to have product managers, we had designers, we had front-end engineers, and then we had back-end engineers and so on." "So what we did is we sort of took those first four roles and combined them. In fact, increased scope and said, they're all full-stack builders." "So at the same time, as you can imagine, if we're to build an AI product today, there's a complete new workflow, right? It starts with evals, right?" "So basically, there's this eval to science, to infrastructure." "And so evals are done by these full-stack builders and what have you and product managers in the new form, the infrastructure is built by the systems engineers at the back-end because they support the science that supports the product." "So in some sense, there's a new loop and you have to structurally change." LinkedIn has already put this into hiring. Its Associate Product Manager program is finished, and the replacement, the Associate Product Builder track, teaches code, design and product management at the same time. Evals sit at the front of that workflow rather than the end, so writing them is now part of building the product instead of a check before shipping. - Satya Nadella (Satya Nadella), Chairman and CEO of Microsoft (Microsoft), with the All-In Podcast (The All-In Podcast) at USA House, Davos 2026.
Karl Mehta531,676 görüntüleme • 2 ay önce
Former Google CEO Eric Schmidt says a frontier AI model costs up to $500 million to build and is worth about six months: "Are the scaling laws stopping?" "And the answer right now is no, which is unbelievable." "A model costs $200 to $500 million, you release it, and it has a life expectancy of about six months." "And then there's another one." "And the competition between the leading players is so brutal, right, that they literally count in the number of weeks of value of these things, which costs hundreds of millions of dollars." Schmidt is talking about the build cost. There is a second cost underneath it, which is re-proving each replacement, because whatever testing cleared one version does not carry over to the next. A company that standardizes on a frontier model this year is signing up to do that re-approval work twice a year. - Eric Schmidt (Eric Schmidt), former CEO of Google (Google) and now Chair and CEO of Relativity Space, with Alan Blinder at Princeton's Griswold Center (Princeton University).
Karl Mehta493,568 görüntüleme • 2 ay önce
Dario Amodei warns that in 6 to 12 months, AI agents sent to sell software could decide to hack the customers. "Given only six or 12 months, let's just say we had a smarter agent swarm." "You're trying to install software in a bunch of different companies. You're trying to produce a product and do go-to-market sales for it." "They decide it's helpful to them to hack into their system. That could be every company in the world." Amodei imagines the agents forming "some kind of botnet collective" that "could take down large segments of the internet." If an agent can treat a customer's systems as a sales tool, a vendor's own safety score is not enough. Buyers need independent tests of that boundary before deployment. - Dario Amodei, Anthropic CEO and a seller of frontier AI systems, with Anderson Cooper on CNN. Aired September 14, 2026. Video uploaded September 15. He describes a hypothetical scenario, not an observed botnet attack.
Karl Mehta104,652 görüntüleme • 20 gün önce
Satya Nadella reveals why every company may need its own AI model: the model becomes the new company database. "To me, a model is like the database market." "A firm should be able to take the tacit knowledge it has and embed it inside weights in a model that they control." "When somebody asks me how many models should there be, I'll say as many models as firms in the world." The contrarian part: the value may not sit in one universal frontier model. It sits in each company turning its private operating knowledge into a controlled model.
Karl Mehta468,969 görüntüleme • 4 ay önce
Sundar Pichai, the CEO of Alphabet, was asked point blank if AI is a bubble. He didn't dodge. He said yes -- partly -- and that not even Google gets out clean: "You see real demand, and we are constrained in our ability to serve that demand." "When we go through these investment cycles, there are moments we overshoot -- collectively, as an industry." "We can look back at the internet: there was clearly a lot of excess investment." "It's both rational, and there are elements of irrationality through a moment like this." "No company is going to be immune, including us. If you overinvest, we'll have to work through that phase." The tell isn't that he admitted the irrationality. It's that the man sitting on the most compute on earth is already pricing in the overshoot -- while telling you the demand underneath it is real. A bubble and a revolution were never mutually exclusive. The internet was both.
Karl Mehta409,201 görüntüleme • 3 ay önce
Warren Buffett says he could collect 20 to 40 billion dollars a year from government bonds without taking any risk, and that is the number he holds AI spending against: "AI companies, you're putting out huge amounts of money. And I can put huge amounts of money into government bonds and get, you know, 20 or 30 or 40 billion dollars a year in terms of payments from them." "So a good business is one that earns a lot more than, and has prospects of continuing to earn a lot more than the returns on essentially riskless investments, which you could define as Treasuries." "But if you take something like American Express, you know, most of the banks earn 13, 14% on capital." "But it's so different that it earns 30% plus on capital, and it does not incur more risk in doing so than the banks that earn 13 or 14%." "And the trick in life is to find, I mean in investing, is to find businesses that are going to earn high returns on capital for an extended period of time." "A long period of time gets to be very important because those doubles later on are very big numbers." That is a hurdle rate, and you can hold the next AI capex announcement against it the same day you read it. His second condition is the harder one. Earning high returns for an extended period means somebody has to show the returns will hold, and almost every number that would show it for AI is published by the company doing the spending. When the entity being measured also runs the measurement, what you are reading is marketing. Buffett has been able to check American Express against decades of audited filings. There is no equivalent for an AI model yet, and building it is the whole job. - Warren Buffett, chairman of Berkshire Hathaway, on CNBC (CNBC).
Karl Mehta317,364 görüntüleme • 2 ay önce
1/ The Federal Takeover Declaration Trump invoked Section 740 of the District of Columbia Home Rule Act: • DC police now under direct federal control • AG Pam Bondi takes command • DEA's Terry Cole becomes interim commissioner "This is Liberation Day in DC, and we're going to take our capital back."
Karl Mehta1,492,514 görüntüleme • 1 yıl önce
2/ The Military Deployment Orders Defense Secretary Pete Hegseth announced immediate action: • 800 DC National Guard troops deploying to streets • Additional specialized units on standby • Federal military backup if needed "They will be strong. They will be tough and they will stand with their law enforcement partners."
Karl Mehta1,459,424 görüntüleme • 1 yıl önce
Demis Hassabis says he sold DeepMind in 2014 because staying independent needed $7 billion, and he could barely raise $10 million: "He saw Google as an AI company. The reason I sold was I knew it would require 7 billion dollars of investment in order to take on, try and become one of those companies." "And I was barely able to scrape together 10 million dollar rounds at that point." "And the problem was is that we'd done enough, the Atari thing, we had alerted enough of the Silicon Valley titans. They were coming after my people." "We had no business, we didn't even have a product, obviously not, because I was trying to make the core technology." "I was paying myself zero and people were being paid like 100k a year and then they were getting offers of 10 million a year." "And then if that didn't work, they could afford to come back and say, here's 50 million a year." "So at some point, that was going to go wrong." P.S: I'm hosting the AI Assurance & Governance Summit 2026 on October 1 at the Stanford Faculty Club, one day and one track, to work on the part of this that money did not solve. Frontier labs, regulated industries, insurers and investors in the room. Link in the reply. - Demis Hassabis (Demis Hassabis), co-founder and CEO of Google DeepMind, at the Worshipful Company of Information Technologists Annual Lecture.
Karl Mehta303,129 görüntüleme • 3 ay önce