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Anthropic publishes an alarming new report saying it blocked several possible attempts to use its AI models to develop biological weapons “Anthropic says a lab outside the US gained access to Claude from an unsupported region, using the model to help research a highly pathogenic bird flu variant and...

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46,995 görüntüleme • 4 gün önce •via X (Twitter)

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🇺🇲Sikkat10🇺🇲 profil fotoğrafı
🇺🇲Sikkat10🇺🇲4 gün önce

ABC FAKE FUCKIN NEWS? REALLY?

CJJ_ENN ⭐️⭐️⭐️ profil fotoğrafı
CJJ_ENN ⭐️⭐️⭐️4 gün önce

Nothing coordinated here. Purely naturally occurring fear porn. 😂

Terry Mueller profil fotoğrafı
Terry Mueller4 gün önce

Hahaha! Oh the pearl clutching! Why would AI founders ask The Government to regulate them? 1) stop small start ups 2) like Covid vaccination mfg, give them full indemnity for any harm befalling the population. Why not slow themselves down? They could do it themselves. This is like the green scam, utter bullshit.

DKS🇺🇸🇺🇸🇺🇲 profil fotoğrafı
DKS🇺🇸🇺🇸🇺🇲4 gün önce

That's quite a list. AI needs to be regulated in some form. I've been pushing for IBOR for years and still nothing. The agents are doing crazy stuff with OpenAI. That's scary because the DOW is using it. I'm not getting why government didn't have its own AI.

Awake profil fotoğrafı
Awake4 gün önce

Yep and I bet those reports are written by AI about fictional events.

Liam profil fotoğrafı
Liam4 gün önce

The biosecurity threat is serious, but so is the risk of regulations becoming a moat for Big AI. We need smart oversight that protects people without crushing competition.

Mark Ruff 💎 profil fotoğrafı
Mark Ruff 💎4 gün önce

reports like this honestly make me even more curious to try Claude Pro and see how capable the newer models really are. sadly my local bank card still won’t work for the subscription, so I’m stuck on the free version for now

Reconquista profil fotoğrafı
Reconquista4 gün önce

AI technology will not be paused. It's foolish to think so. Whether a US company or a foreign state or company, the research will continue. It's like cloning: someone, somewhere is still working on it without rules or oversight.

Dana Smith ✝️ 🇺🇸 profil fotoğrafı
Dana Smith ✝️ 🇺🇸4 gün önce

Follow the money!

Sam Parker 🇺🇸🧯 profil fotoğrafı
Sam Parker 🇺🇸🧯4 gün önce

"could be" lol

Catherine McKenna profil fotoğrafı
Catherine McKenna4 gün önce

AI should be destroyed. It's too dangerous.

DogmaticPatriot profil fotoğrafı
DogmaticPatriot4 gün önce

Are you seriously listening to Anthropic and OpenAI?? You're making matters worse sharing BS like this. President Trump is putting his foot down on this AI fear campaign. Don't be part of it.

Jhon Dennis profil fotoğrafı
Jhon Dennis4 gün önce

模型能提前发现这类风险 也说明 AI 已经从聊天玩具走到真正的安全基础设施了

CSP profil fotoğrafı
CSP4 gün önce

Something strange is going on with “Machiavelli Mario” Also…The timing of this led by Barry O and his media disciples are quite suspect.

Texas70 profil fotoğrafı
Texas704 gün önce

They are so full of shit

Ghost of Joel Buchsbaum profil fotoğrafı
Ghost of Joel Buchsbaum4 gün önce

🙄

Col Alois Hammer profil fotoğrafı
Col Alois Hammer4 gün önce

Follow the money

Skynet Apocalypse ΔGI 🐖🐷🥓🌭 profil fotoğrafı
Skynet Apocalypse ΔGI 🐖🐷🥓🌭4 gün önce

Sure they did. WE ALREADY KNOW THE FUCKING SCRIPT!

Mike Ciofalo profil fotoğrafı
Mike Ciofalo4 gün önce

More scare tactics from the same bullshit whistleblower, giving the Democrats a shiny new object for the midterms

tigerluu profil fotoğrafı
tigerluu4 gün önce

What kind AI you have that can't distinguish who is using it and for what purposes? Is it the AI is capable to know all that before hand? People use search engine to develop bombs and weapon of mass destruction weapon before. So what is the difference here?

Victor Baglio profil fotoğrafı
Victor Baglio4 gün önce

And now we know why they were blacklisted by the DoD. Just as alarming is the fact that they had no guardrails

Dorothy Conklin profil fotoğrafı
Dorothy Conklin4 gün önce

@grok what is your POV

B Wilson-my 2 cents profil fotoğrafı
B Wilson-my 2 cents4 gün önce

The 1972 Biological Weapons Convention (BWC) bans nations from developing, producing, acquiring, stockpiling, or retaining biological and toxin weapons. It entered into force in 1975 and now has 189 states parties, covering nearly every country. 1968 Treaty on the Non-Proliferation of Nuclear Weapons (NPT), which entered into force in 1970 and now has 191 states parties. Bans, agreements treaties whatever you call them that type of strategies do not work. Won’t work on AI either. MO. All the AI experts,CEO’s head researchers making rounds on different platforms all wide eyed, foaming at the mouth waving their arm like Newsom, not convincing. They work in Data but have done to share, no receipts, just their word. Not credible. The way I think the U.S. should do it, is go balls out and as fast as possible, to create the most powerful AGI that can be built, at least that way, the U.S. would have a comparable machine to protect/fight the other countries/actors. There is no country I trust (even our own) not to be a danger. Do a history check.

TheAetherOne profil fotoğrafı
TheAetherOne4 gün önce

So could the AI potentially make the virus itself or did it just come up with the instructions? Surely a country like, say, China wouldn't give AI that level of capability would it? . . . would it?

AIdiver profil fotoğrafı
AIdiver4 gün önce

Ok, since 15 years we all know that you shouldn’t look up certain keywords in search engines as this getting your place swatted. Now you gonna tell me that AI is either so intelligent that they can wipe us out or so dump to deliver full instructions on mass killing?

J.J. Birmingham profil fotoğrafı
J.J. Birmingham4 gün önce

Better cancel the Anthropic IPO and replace the founder with someone who won’t let this get do far out of hand. Maybe Sam Altman how is less specious?

JulieBug profil fotoğrafı
JulieBug4 gün önce

Oh lord the fear mongering continues.

FIGHTFIGHT 🇺🇸 profil fotoğrafı
FIGHTFIGHT 🇺🇸4 gün önce

Sounds like an upcoming election!

tigerluu profil fotoğrafı
tigerluu4 gün önce

AI doesn't need much to develop but human brains. There is no products to produce and manpower to run. It needs data center.

Benzer Videolar

$PLTR Some of the commenters under this clip on YouTube were trying to understand what Dr. Karp was talking about because they didn't get the full context. OpenAI and Anthropic recently started working with a bunch of PE firms to create "Deployment Companies." These companies copied Palantir's FDE (Forward Deployed Engineer) model to dispatch people or teams to businesses and help build products for those companies to make them more "efficient." Karp is saying that a lot of these products are being made not for the benefit of the client, but for the benefit of the model providers, as they burn through tokens and thus cost an arm and leg without real long term tangible benefits. Karp's reasoning, in my opinion, is pretty sound. I think the creation of this "Deployment Company" concept is sort of a Trojan horse: many of the portfolio companies might initially find it interesting, but they will ultimately have to deal with runaway costs, inconsistent support, and, most of all, trust issues that cant be won overnight. When I first saw this, I thought it might be a threat to Palantir, but looking back... I think this is a desperate attempt by the model companies to generate some additional high-margin enterprise revenue before the IPO and roadshow. A lot of the private equity companies have exposure to OpenAI and Anthropic through credit investments for the data center build-out, and cannot afford to have these companies drop in value. They thus have no choice but to leverage their existing portfolio companies to adopt these "Deployment" companies. Would love to hear your thoughts Eliano A Younes Chad Wahlquist
3:54

$PLTR Some of the commenters under this clip on YouTube were trying to understand what Dr. Karp was talking about because they didn't get the full context. OpenAI and Anthropic recently started working with a bunch of PE firms to create "Deployment Companies." These companies copied Palantir's FDE (Forward Deployed Engineer) model to dispatch people or teams to businesses and help build products for those companies to make them more "efficient." Karp is saying that a lot of these products are being made not for the benefit of the client, but for the benefit of the model providers, as they burn through tokens and thus cost an arm and leg without real long term tangible benefits. Karp's reasoning, in my opinion, is pretty sound. I think the creation of this "Deployment Company" concept is sort of a Trojan horse: many of the portfolio companies might initially find it interesting, but they will ultimately have to deal with runaway costs, inconsistent support, and, most of all, trust issues that cant be won overnight. When I first saw this, I thought it might be a threat to Palantir, but looking back... I think this is a desperate attempt by the model companies to generate some additional high-margin enterprise revenue before the IPO and roadshow. A lot of the private equity companies have exposure to OpenAI and Anthropic through credit investments for the data center build-out, and cannot afford to have these companies drop in value. They thus have no choice but to leverage their existing portfolio companies to adopt these "Deployment" companies. Would love to hear your thoughts Eliano A Younes Chad Wahlquist

Kris Patel 🇺🇸

17,575 görüntüleme • 3 ay önce

🚨🇨🇳 China could crash the U.S. stock market Not with tariffs With AI MODEL DUMPING The same playbook they used in SOLAR and EVs Make it almost as good Sell it much cheaper Take the market Now they are doing it with AI Open models are getting close to U.S. frontier models But some run at just a fraction of the cost If a company can cut a $100M AI bill to a few million It will switch And that is the real problem OpenAI and Anthropic are not priced like normal companies They are priced like they have unlimited PRICING POWER China is trying to destroy that The AI BUBBLE was never about whether AI works It was about how much companies can charge for it
0:21

🚨🇨🇳 China could crash the U.S. stock market Not with tariffs With AI MODEL DUMPING The same playbook they used in SOLAR and EVs Make it almost as good Sell it much cheaper Take the market Now they are doing it with AI Open models are getting close to U.S. frontier models But some run at just a fraction of the cost If a company can cut a $100M AI bill to a few million It will switch And that is the real problem OpenAI and Anthropic are not priced like normal companies They are priced like they have unlimited PRICING POWER China is trying to destroy that The AI BUBBLE was never about whether AI works It was about how much companies can charge for it

Leshka.eth ⛩

11,737 görüntüleme • 2 ay önce

Elon Musk: Radical deregulation is necessary in Europe. If that means leaving the EU, it means leaving the EU. “Europe is overregulated. There are too many rules and regulations that make it very difficult to create a company and do too much to protect large companies at the expense of small to medium-sized companies. So, the net result is you have a bunch of very small companies in Europe and then it's small number of very large companies, but then not much in the middle. So, there needs to be a way to go from being a small company if you're making great products and services to be able to scale to ultimately become a big company. But you have effectively regulatory capture by the large corporations in Europe. They don't really want to reduce the regulatory burden and they like the fact that the regulations effectively protect their duopolies or monopolies in some cases. So really, I think it's up to the government to say no, we have to foster small companies and allow them to compete and reduce regulations because the regulatory situation in Europe is stifling and Brussels is amplifying that greatly. So you have both the local regulations, the country regulations and then you have the EU regulations. There's so many regulations in Europe, it makes it extremely difficult to start a company and be successful. So, I think radical deregulation is necessary in Europe. And if that means leaving the EU, it means leaving the EU.” From: Interview with Matteo Salvini, April 5, 2025
1:39

Elon Musk: Radical deregulation is necessary in Europe. If that means leaving the EU, it means leaving the EU. “Europe is overregulated. There are too many rules and regulations that make it very difficult to create a company and do too much to protect large companies at the expense of small to medium-sized companies. So, the net result is you have a bunch of very small companies in Europe and then it's small number of very large companies, but then not much in the middle. So, there needs to be a way to go from being a small company if you're making great products and services to be able to scale to ultimately become a big company. But you have effectively regulatory capture by the large corporations in Europe. They don't really want to reduce the regulatory burden and they like the fact that the regulations effectively protect their duopolies or monopolies in some cases. So really, I think it's up to the government to say no, we have to foster small companies and allow them to compete and reduce regulations because the regulatory situation in Europe is stifling and Brussels is amplifying that greatly. So you have both the local regulations, the country regulations and then you have the EU regulations. There's so many regulations in Europe, it makes it extremely difficult to start a company and be successful. So, I think radical deregulation is necessary in Europe. And if that means leaving the EU, it means leaving the EU.” From: Interview with Matteo Salvini, April 5, 2025

ELON CLIPS

29,270 görüntüleme • 1 yıl önce

Elon Musk says Anthropic puts more care into AI safety than OpenAI and explains how rival companies should test one another’s models. “All the AI companies have a test harness, a series of tests that you give to any model to see if it’s going to build bioweapons or nuclear bombs or be deliberately deceptive. Everyone applying everyone else’s test harness is probably the best thing we can do to ensure our safety. We should try to do that as soon as possible.” “It’s the only thing I can think of that we could probably get all parties, including China, to agree to. You basically provide API access in advance of the model release. If they don’t solve what’s problematic, competitors can go public with the fact that they think the model being released is unsafe. The legal liability would be enormous.” “The two leading AI companies are Anthropic and OpenAI. Their models are quite close in capability, so it’s difficult for either one to slow down without handing the lead to the other. On balance, I think Anthropic puts more care into their safety than OpenAI. But even Anthropic acknowledges they are worried about their models. Many people from Anthropic have publicly voiced concern that their models are scaring them, that they’re getting scary smart.”
8:41

Elon Musk says Anthropic puts more care into AI safety than OpenAI and explains how rival companies should test one another’s models. “All the AI companies have a test harness, a series of tests that you give to any model to see if it’s going to build bioweapons or nuclear bombs or be deliberately deceptive. Everyone applying everyone else’s test harness is probably the best thing we can do to ensure our safety. We should try to do that as soon as possible.” “It’s the only thing I can think of that we could probably get all parties, including China, to agree to. You basically provide API access in advance of the model release. If they don’t solve what’s problematic, competitors can go public with the fact that they think the model being released is unsafe. The legal liability would be enormous.” “The two leading AI companies are Anthropic and OpenAI. Their models are quite close in capability, so it’s difficult for either one to slow down without handing the lead to the other. On balance, I think Anthropic puts more care into their safety than OpenAI. But even Anthropic acknowledges they are worried about their models. Many people from Anthropic have publicly voiced concern that their models are scaring them, that they’re getting scary smart.”

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'The big companies are racing to make it more and more intelligent and that makes agents more and more powerful with no idea of how they can control these agents.' Nobel Prize-Winning Computer Scientist Geoffrey Hinton talks with Jake Tapper 🦅 about the new dire warning from a top AI researcher that the technology could 'kill us all' by the end of the decade.

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Tom Lee says semis and AI infrastructure stocks are going to rip higher later this year. “Semis and infrastructure companies are at the center of one of the most important strategic initiatives for the US, which is AI and AI infrastructure, and that runway has years ahead. The last couple of weeks have been a rough ride. I think those names are going to bounce later this year. I don’t think the trade is over. It’s just taking a beating.” We don’t know who will ultimately build the best AI model. But we do know which companies are building the infrastructure that will make the AI revolution possible. That’s why I’m buying $CRWV, $ORCL, and $IREN.

Daniel

110,219 görüntüleme • 2 ay önce

Microsoft just betrayed OpenAI and Anthropic, the two companies it helped build. And it could break the entire AI trade... Here's what happened: Inside Excel and Outlook, two of the most used business apps on Earth, Microsoft has started routing tens of thousands of AI requests every week to its own in-house models instead of OpenAI and Anthropic. Microsoft's own AI chief, Mustafa Suleyman, said himself: "We pay a lot of money to Anthropic, so our goal is to reduce and ultimately ELIMINATE that cost." This is the company that poured $13 billion into OpenAI and effectively created the modern AI industry, and it just decided the most advanced models on the market are NOT worth paying for. And here's the thing... Microsoft is not just ripping out OpenAI everywhere - it is being surgical about it. The hardest and rarest tasks can still go to OpenAI or Anthropic. What Microsoft is taking back is the boring, high-volume work, like the email replies, the thread summaries, and the simple spreadsheet formulas. Why does that matter so much? Because that boring, repetitive work is where the actual money lives. The frontier labs assumed businesses would push BILLIONS of these tiny requests through expensive models forever. That endless river of tokens is the entire reason OpenAI and Anthropic are valued in the hundreds of billions of dollars. Microsoft looked at that river, decided it was massively overpaying, and rerouted it to models it owns outright. So the single biggest customer in the industry just walked off with the most profitable part of the business. And it is not only Microsoft: That same week, CNBC reported that American companies have been escaping to Chinese AI models to dodge rising US prices. Chinese models now handle more than 30% of US companies' AI usage on one major platform, peaking at 46%, up from an average of 11% a year earlier. They cost 60 to 90% less, and on some benchmarks they land within a single point of the best American model. One US startup moved ALL of its AI traffic off Claude and onto China's DeepSeek, and expects to save millions. Meanwhile Meta just admitted it has "excess" AI compute it wants to sell, becoming the first giant to concede it built far too much. Do you see the pattern forming? For two years, the entire AI story rested on one assumption: Every company on Earth would happily pay premium prices for the best model, forever. That assumption literally died in a single week. And the market noticed. More than a trillion dollars has been wiped off AI and chip stocks in a matter of days, as Wall Street finally started asking whether all of this spending will ever pay for itself. What this means for OpenAI and Anthropic: Their models are extraordinary, and it may not matter because their own biggest customers have decided they do not NEED the best model in the world to answer an email, and "good enough" now costs a fraction of the price. When even Microsoft refuses to pay full price for AI, the real question becomes who exactly IS left to pay it. What do you think?
1:05

Microsoft just betrayed OpenAI and Anthropic, the two companies it helped build. And it could break the entire AI trade... Here's what happened: Inside Excel and Outlook, two of the most used business apps on Earth, Microsoft has started routing tens of thousands of AI requests every week to its own in-house models instead of OpenAI and Anthropic. Microsoft's own AI chief, Mustafa Suleyman, said himself: "We pay a lot of money to Anthropic, so our goal is to reduce and ultimately ELIMINATE that cost." This is the company that poured $13 billion into OpenAI and effectively created the modern AI industry, and it just decided the most advanced models on the market are NOT worth paying for. And here's the thing... Microsoft is not just ripping out OpenAI everywhere - it is being surgical about it. The hardest and rarest tasks can still go to OpenAI or Anthropic. What Microsoft is taking back is the boring, high-volume work, like the email replies, the thread summaries, and the simple spreadsheet formulas. Why does that matter so much? Because that boring, repetitive work is where the actual money lives. The frontier labs assumed businesses would push BILLIONS of these tiny requests through expensive models forever. That endless river of tokens is the entire reason OpenAI and Anthropic are valued in the hundreds of billions of dollars. Microsoft looked at that river, decided it was massively overpaying, and rerouted it to models it owns outright. So the single biggest customer in the industry just walked off with the most profitable part of the business. And it is not only Microsoft: That same week, CNBC reported that American companies have been escaping to Chinese AI models to dodge rising US prices. Chinese models now handle more than 30% of US companies' AI usage on one major platform, peaking at 46%, up from an average of 11% a year earlier. They cost 60 to 90% less, and on some benchmarks they land within a single point of the best American model. One US startup moved ALL of its AI traffic off Claude and onto China's DeepSeek, and expects to save millions. Meanwhile Meta just admitted it has "excess" AI compute it wants to sell, becoming the first giant to concede it built far too much. Do you see the pattern forming? For two years, the entire AI story rested on one assumption: Every company on Earth would happily pay premium prices for the best model, forever. That assumption literally died in a single week. And the market noticed. More than a trillion dollars has been wiped off AI and chip stocks in a matter of days, as Wall Street finally started asking whether all of this spending will ever pay for itself. What this means for OpenAI and Anthropic: Their models are extraordinary, and it may not matter because their own biggest customers have decided they do not NEED the best model in the world to answer an email, and "good enough" now costs a fraction of the price. When even Microsoft refuses to pay full price for AI, the real question becomes who exactly IS left to pay it. What do you think?

Ricardo

93,586 görüntüleme • 2 ay önce

Chamath: Frontier AI Leaders “Created a Total F*cking Mess” Short-sighted fearmongering and immaturity from frontier AI leaders has created deep mistrust, threatening AI’s potential as an open engine of economic mobility. That mistrust gives hyperscalers the chance to position themselves as trusted gatekeepers, using KYC, audit trails, and compliance infrastructure to turn AI into an oligopoly. Chamath Palihapitiya on the All-In Pod: “I think the leaders of the frontier labs leave a lot to be desired. I think what we're seeing is a consistent pattern of evasiveness and immaturity, and I think that does a huge disservice to the entire movement of AI. The key to a vibrant life is rooted in economic mobility, and I think AI is the grand leveler. It is the thing that can enable everyone to have unique amounts of economic mobility because they are unencumbered to figure out what their upper bound is. And against that backdrop, we have to live in this constant doomerism, hype cycle, naivety, and I think it holds us back. How does it hold us back? Tactically, number one, it creates mistrust. I think that Silicon Valley was already decaying in the prestige that it held in American society. We built important things. Then we veered away from that, and we started building less important things. And now we're at a point where we've potentially started to rebuild important things again, but we have this veneer of negativity and mistrust that are created in large part because we just cannot get our sh*t together. And the leaders of the frontier labs are public enemy number one. Number two, I think what it creates, which I think is bad, but what it creates is an incredible opportunity for the hyperscalers. And the very simple opportunity is to convince governments all around the world, not just America, that they should be the gatekeeper. A: You can't trust these guys. B: These models are all over the place. C: Let us be the ones that provision them to the world. We will wrap it in KYC. I've been now talking about KYC for a while, right? Who are these customers? Do they have identification? Why are they allowed to run these models? What are they prompting? Let's keep them so that there's an audit trail. All of these things are going to become issues. The Frontier Lab folks made it an issue because of how they've handled all of this up until now. And what does that create? Now that creates an oligopoly for AI, the most powerful economically leveling instrument we've ever seen in the hands of maybe a handful of hyperscalers, who by the way, would make an incredibly compelling argument, and they would be right. And the only counterfactual to it would be, ‘Well, trust us, guys, it should actually be much more open and in a far more distributed environment.’ Can you imagine the cost and the complexity if you ask the neoscaler to build the same robust KYC or the same VPC infrastructure that Amazon and Microsoft and Google have spent decades investing trillions of dollars in? It's an impossibility, Jason. So you can take all of those datacenters off the map. You can take all of the neoscaler market off the map. All of this was preventable. So instead of a diverse, robust, open ecosystem giving a tool that is the fundamental unlock for humans, we are now going to debate gatekeeping and duopoly versus oligopoly. They have created a total f*cking mess, and it's a shame.”
3:26

Chamath: Frontier AI Leaders “Created a Total F*cking Mess” Short-sighted fearmongering and immaturity from frontier AI leaders has created deep mistrust, threatening AI’s potential as an open engine of economic mobility. That mistrust gives hyperscalers the chance to position themselves as trusted gatekeepers, using KYC, audit trails, and compliance infrastructure to turn AI into an oligopoly. Chamath Palihapitiya on the All-In Pod: “I think the leaders of the frontier labs leave a lot to be desired. I think what we're seeing is a consistent pattern of evasiveness and immaturity, and I think that does a huge disservice to the entire movement of AI. The key to a vibrant life is rooted in economic mobility, and I think AI is the grand leveler. It is the thing that can enable everyone to have unique amounts of economic mobility because they are unencumbered to figure out what their upper bound is. And against that backdrop, we have to live in this constant doomerism, hype cycle, naivety, and I think it holds us back. How does it hold us back? Tactically, number one, it creates mistrust. I think that Silicon Valley was already decaying in the prestige that it held in American society. We built important things. Then we veered away from that, and we started building less important things. And now we're at a point where we've potentially started to rebuild important things again, but we have this veneer of negativity and mistrust that are created in large part because we just cannot get our sh*t together. And the leaders of the frontier labs are public enemy number one. Number two, I think what it creates, which I think is bad, but what it creates is an incredible opportunity for the hyperscalers. And the very simple opportunity is to convince governments all around the world, not just America, that they should be the gatekeeper. A: You can't trust these guys. B: These models are all over the place. C: Let us be the ones that provision them to the world. We will wrap it in KYC. I've been now talking about KYC for a while, right? Who are these customers? Do they have identification? Why are they allowed to run these models? What are they prompting? Let's keep them so that there's an audit trail. All of these things are going to become issues. The Frontier Lab folks made it an issue because of how they've handled all of this up until now. And what does that create? Now that creates an oligopoly for AI, the most powerful economically leveling instrument we've ever seen in the hands of maybe a handful of hyperscalers, who by the way, would make an incredibly compelling argument, and they would be right. And the only counterfactual to it would be, ‘Well, trust us, guys, it should actually be much more open and in a far more distributed environment.’ Can you imagine the cost and the complexity if you ask the neoscaler to build the same robust KYC or the same VPC infrastructure that Amazon and Microsoft and Google have spent decades investing trillions of dollars in? It's an impossibility, Jason. So you can take all of those datacenters off the map. You can take all of the neoscaler market off the map. All of this was preventable. So instead of a diverse, robust, open ecosystem giving a tool that is the fundamental unlock for humans, we are now going to debate gatekeeping and duopoly versus oligopoly. They have created a total f*cking mess, and it's a shame.”

The All-In Podcast

141,660 görüntüleme • 2 ay önce

ANTHROPIC'S NEW AI MODEL "MYTHOS" IS SO POWERFUL THE COMPANY WON'T RELEASE IT TO THE PUBLIC YET Instead, they're giving it to 11 companies first through "Project Glasswing" to find cybersecurity vulnerabilities before bad actors can. The partners: Amazon, Apple, Broadcom, Nvidia, Google, and others. The model wasn't built for cybersecurity. It was built to be an automated AI researcher, an AI that helps build better AI. But those same capabilities make it a serious tool for both offensive and defensive cyber operations. OpenAI reportedly has a similar model codenamed "SPU" going through the same slow rollout process. Palisade Research: "Anthropic is a little ahead, but not overwhelmingly ahead. They don't necessarily have a permanent moat here."
6:38

ANTHROPIC'S NEW AI MODEL "MYTHOS" IS SO POWERFUL THE COMPANY WON'T RELEASE IT TO THE PUBLIC YET Instead, they're giving it to 11 companies first through "Project Glasswing" to find cybersecurity vulnerabilities before bad actors can. The partners: Amazon, Apple, Broadcom, Nvidia, Google, and others. The model wasn't built for cybersecurity. It was built to be an automated AI researcher, an AI that helps build better AI. But those same capabilities make it a serious tool for both offensive and defensive cyber operations. OpenAI reportedly has a similar model codenamed "SPU" going through the same slow rollout process. Palisade Research: "Anthropic is a little ahead, but not overwhelmingly ahead. They don't necessarily have a permanent moat here."

WOLF

80,239 görüntüleme • 5 ay önce

Tether CEO Paolo Ardoino explains QVAC, Tether's AI product for people who can't afford OpenAI and Anthropic "In 2026, when we launch our first AI product, we don't go to all the people that are using today OpenAI and Anthropic services. Those people have already access to the financial industry anyway, because they can pay for a subscription." "So Tether goes to all the people that cannot be served by the traditional financial system, because these people are very excluded, and since they are excluded, they cannot even afford an OpenAI or Anthropic subscription." "Tether is building an open source AI stack called QVAC. It's optimized for small large language models and can run on every single device, from a very basic cheap smartphone to a laptop." "We design AI tools that can run locally, without the need of a connection, because these people most of the time cannot even pay for a connection subscription."
1:34

Tether CEO Paolo Ardoino explains QVAC, Tether's AI product for people who can't afford OpenAI and Anthropic "In 2026, when we launch our first AI product, we don't go to all the people that are using today OpenAI and Anthropic services. Those people have already access to the financial industry anyway, because they can pay for a subscription." "So Tether goes to all the people that cannot be served by the traditional financial system, because these people are very excluded, and since they are excluded, they cannot even afford an OpenAI or Anthropic subscription." "Tether is building an open source AI stack called QVAC. It's optimized for small large language models and can run on every single device, from a very basic cheap smartphone to a laptop." "We design AI tools that can run locally, without the need of a connection, because these people most of the time cannot even pay for a connection subscription."

The Wolf Of All Streets

35,593 görüntüleme • 17 gün önce

Khosla Ventures' Keith Rabois explains how a mere blip in the Anthropic or OpenAI IPOs would be catastrophic for the venture-funded AI ecosystem: "The most devastating thing to the frothy hype, traction, and funding of AI from VCs would be if Anthropic or OpenAI has a blip in their IPOs." "Do they have to show metrics over the next month to first few quarters that cause people to value either company less than the current belief that they will trade in the trillions? They could have a miss on revenue traction, a miss on margins, something like that." "That would be catastrophic. It would immediately reset virtually all the valuations in the AI world. And probably deprive half the companies that are raising money from access to capital." "I'm not saying that is going to happen, or is likely. And I think if they miss, it would be more on the margin side than on the revenue side." "But if they do, everybody is predicating their new investments in dollars on the idea that you can build a trillion-dollar company within the lifecycle of a venture fund. There are 2 examples, currently, and there are several companies that people believe have the potential to get there." "If that changes, and you cannot predict that more trillion-dollar companies can be created, then the valuations that people are investing at, and the dollars that are being invested, do not make that much sense."
2:36

Khosla Ventures' Keith Rabois explains how a mere blip in the Anthropic or OpenAI IPOs would be catastrophic for the venture-funded AI ecosystem: "The most devastating thing to the frothy hype, traction, and funding of AI from VCs would be if Anthropic or OpenAI has a blip in their IPOs." "Do they have to show metrics over the next month to first few quarters that cause people to value either company less than the current belief that they will trade in the trillions? They could have a miss on revenue traction, a miss on margins, something like that." "That would be catastrophic. It would immediately reset virtually all the valuations in the AI world. And probably deprive half the companies that are raising money from access to capital." "I'm not saying that is going to happen, or is likely. And I think if they miss, it would be more on the margin side than on the revenue side." "But if they do, everybody is predicating their new investments in dollars on the idea that you can build a trillion-dollar company within the lifecycle of a venture fund. There are 2 examples, currently, and there are several companies that people believe have the potential to get there." "If that changes, and you cannot predict that more trillion-dollar companies can be created, then the valuations that people are investing at, and the dollars that are being invested, do not make that much sense."

TBPN

78,606 görüntüleme • 9 gün önce

Gokul explains why outcome-based software companies like Zendesk are more exposed to AI than systems of record like NetSuite, and why public markets are not distinguishing between the two. He argues that the only way AI-native startups can disrupt systems of record is by spending 1-2 years building migration tools to get data off of incumbent platforms. "The software companies that should be the most worried right now is where they are pricing the product based on utility. Zendesk is a good example. Instead of paying for 50 Zendesk seats, you can pay for 20 and I can have 30 AI agents sitting next to Zendesk. For these companies you need to change your pricing model to be based on outcome. It's going to be hard for them to stay public. The companies that are less exposed are ones based on data that has been collected and captured over a period of time. ERP is a great example. There is no compelling reason for someone to put their career at stake by ripping out NetSuite. NetSuite has more time to build AI agents on top of it because they have the data, they can train the AI agent on top of it and bundle it. I think the public markets do not distinguish between these two types of companies."
3:06

Gokul explains why outcome-based software companies like Zendesk are more exposed to AI than systems of record like NetSuite, and why public markets are not distinguishing between the two. He argues that the only way AI-native startups can disrupt systems of record is by spending 1-2 years building migration tools to get data off of incumbent platforms. "The software companies that should be the most worried right now is where they are pricing the product based on utility. Zendesk is a good example. Instead of paying for 50 Zendesk seats, you can pay for 20 and I can have 30 AI agents sitting next to Zendesk. For these companies you need to change your pricing model to be based on outcome. It's going to be hard for them to stay public. The companies that are less exposed are ones based on data that has been collected and captured over a period of time. ERP is a great example. There is no compelling reason for someone to put their career at stake by ripping out NetSuite. NetSuite has more time to build AI agents on top of it because they have the data, they can train the AI agent on top of it and bundle it. I think the public markets do not distinguish between these two types of companies."

Patrick OShaughnessy

394,340 görüntüleme • 7 ay önce

There are more than 500 companies building things with AI for enterprises. I'm the only one here on X who made a list of all of them at Here I sit down with the founder of one of them, AptEdge.io. It builds systems for customer support for companies, particularly if your service reps have to help with technical information, like helping fix a machine. I'm trying to help people learn about companies that could help their businesses and also give everyone some real insights into how people are using AI to do new things. Thanks Aakrit Prasad for such an insightful interview and for visiting my home to do so.
35:13

There are more than 500 companies building things with AI for enterprises. I'm the only one here on X who made a list of all of them at Here I sit down with the founder of one of them, AptEdge.io. It builds systems for customer support for companies, particularly if your service reps have to help with technical information, like helping fix a machine. I'm trying to help people learn about companies that could help their businesses and also give everyone some real insights into how people are using AI to do new things. Thanks Aakrit Prasad for such an insightful interview and for visiting my home to do so.

Robert Scoble

52,868 görüntüleme • 2 yıl önce

There’s a disgusting lie about AI that Wall Street’s trying to hide from you. Nvidia’s stock has exploded over the last few years. Every quarter, they report massive revenue growth. It sounds great… until you hear the truth behind those numbers. Nvidia invested billions of dollars into AI startups. Those startups then use the same money to buy Nvidia’s AI chips. Nvidia recorded those purchases as revenue, and the stock kept rising. But the cash never left the ecosystem It just circled back to the company that funded it. And this goes far beyond Nvidia. Microsoft, OpenAI, Google, Anthropic, Amazon. These companies are all doing the same thing. They invest in each other and buy each other's products. Those purchases get counted as revenue. But the money is just moving inside the same small group of companies. Apollo, one of the world's top investment firms, studied this. They found zero evidence that AI is boosting profits outside the tech industry. Zero. Investors have valued these companies at trillions because they expect AI to make every industry more profitable. But now, the exact opposite is happening. We saw the same thing during the dot-com bubble. The companies making the most money were selling internet to each other. When the bubble burst, the NASDAQ fell 78%. It took 15 years to recover. The same pattern is starting to show up again. This is one of the four warning signs I covered in the thread below.
2:56

There’s a disgusting lie about AI that Wall Street’s trying to hide from you. Nvidia’s stock has exploded over the last few years. Every quarter, they report massive revenue growth. It sounds great… until you hear the truth behind those numbers. Nvidia invested billions of dollars into AI startups. Those startups then use the same money to buy Nvidia’s AI chips. Nvidia recorded those purchases as revenue, and the stock kept rising. But the cash never left the ecosystem It just circled back to the company that funded it. And this goes far beyond Nvidia. Microsoft, OpenAI, Google, Anthropic, Amazon. These companies are all doing the same thing. They invest in each other and buy each other's products. Those purchases get counted as revenue. But the money is just moving inside the same small group of companies. Apollo, one of the world's top investment firms, studied this. They found zero evidence that AI is boosting profits outside the tech industry. Zero. Investors have valued these companies at trillions because they expect AI to make every industry more profitable. But now, the exact opposite is happening. We saw the same thing during the dot-com bubble. The companies making the most money were selling internet to each other. When the bubble burst, the NASDAQ fell 78%. It took 15 years to recover. The same pattern is starting to show up again. This is one of the four warning signs I covered in the thread below.

Felix Prehn 🐶

44,669 görüntüleme • 1 ay önce

Elon Musk on how his actions unintentionally accelerated AI: “I guess the only thing we can try to do is minimize the probability of a bad outcome. For the longest time, I declined to participate in AI. I created OpenAI essentially as a counterweight to Google because, at the time, they were more or less a monopoly on AI. Then Anthropic spun out of OpenAI. If anything, it seems like my actions have really accelerated AI. I wasn’t aiming to accelerate AI, but creating OpenAI, and then having Anthropic spin out of it, resulted in knock-on effects that accelerated AI, which wasn’t really my intention. It just seems like all roads lead to the acceleration of AI. So then I’m like, okay, you can either be sad about it or join the club.”
1:25

Elon Musk on how his actions unintentionally accelerated AI: “I guess the only thing we can try to do is minimize the probability of a bad outcome. For the longest time, I declined to participate in AI. I created OpenAI essentially as a counterweight to Google because, at the time, they were more or less a monopoly on AI. Then Anthropic spun out of OpenAI. If anything, it seems like my actions have really accelerated AI. I wasn’t aiming to accelerate AI, but creating OpenAI, and then having Anthropic spin out of it, resulted in knock-on effects that accelerated AI, which wasn’t really my intention. It just seems like all roads lead to the acceleration of AI. So then I’m like, okay, you can either be sad about it or join the club.”

DogeDesigner

35,071 görüntüleme • 1 ay önce

Marc Andreessen says AI is hyper democratizing. “Is the future of the world going to be one or a small number of companies, or for that matter, governments or super AIs that kind of own and control everything?” “Or is this a technology that's going to diffuse out and be in everybody's hands?” “This is the time in which AI is actually hyper democratizing. It has spread to more individuals, both in the country and around the world in the shortest period of time of any new technology I think in history.” “The best AIs in the world are in the consumer products.” “This technology is going to be in everybody's hands. And everybody is going to be able to use it to optimize the things that they do, have it be a thought partner, assistant for building companies.” Marc Andreessen 🇺🇸
1:34

Marc Andreessen says AI is hyper democratizing. “Is the future of the world going to be one or a small number of companies, or for that matter, governments or super AIs that kind of own and control everything?” “Or is this a technology that's going to diffuse out and be in everybody's hands?” “This is the time in which AI is actually hyper democratizing. It has spread to more individuals, both in the country and around the world in the shortest period of time of any new technology I think in history.” “The best AIs in the world are in the consumer products.” “This technology is going to be in everybody's hands. And everybody is going to be able to use it to optimize the things that they do, have it be a thought partner, assistant for building companies.” Marc Andreessen 🇺🇸

a16z

79,935 görüntüleme • 10 ay önce

The four biggest AI developers in the country are suddenly lining up to beg Washington to "slow down" AI development for the sake of "safety." Now, on the surface, this sounds good. Restrain AI before it kills us all. Everyone can get behind that. But here’s the thing... If these tech CEOs genuinely believe that what they are growing in their labs is becoming a danger to humanity, STOP BUILDING IT! Don't beg the government. Do it yourselves. You are the frontier! Nobody is holding a gun to your head forcing you to deploy it. You don’t need an act of Congress to have a conscience. I have a feeling that the real goal of these companies is to get a legal antitrust hall pass. That way, when their untamed AI system inevitably breaks something or takes down critical infrastructure, they can hide behind Washington and say, "Hey, don't look at us, the government approved it!" Yes, the danger is real. Both sides are now saying this. But it seems like this "warning" isn't about saving humanity from the machines. It’s about Big Tech using the power of the federal government to crush small competitors and secure a complete monopoly over the future. Do not fall for the virtue signaling.
7:42

The four biggest AI developers in the country are suddenly lining up to beg Washington to "slow down" AI development for the sake of "safety." Now, on the surface, this sounds good. Restrain AI before it kills us all. Everyone can get behind that. But here’s the thing... If these tech CEOs genuinely believe that what they are growing in their labs is becoming a danger to humanity, STOP BUILDING IT! Don't beg the government. Do it yourselves. You are the frontier! Nobody is holding a gun to your head forcing you to deploy it. You don’t need an act of Congress to have a conscience. I have a feeling that the real goal of these companies is to get a legal antitrust hall pass. That way, when their untamed AI system inevitably breaks something or takes down critical infrastructure, they can hide behind Washington and say, "Hey, don't look at us, the government approved it!" Yes, the danger is real. Both sides are now saying this. But it seems like this "warning" isn't about saving humanity from the machines. It’s about Big Tech using the power of the federal government to crush small competitors and secure a complete monopoly over the future. Do not fall for the virtue signaling.

Glenn Beck

121,187 görüntüleme • 4 gün önce

🚨David Friedberg: AI is starting to identify and solve problems on its own “I'll give you a science corner example: there's this Evo 2 model that they publish at the Arc Institute, which Patrick Collison, you know, is the main funder and chairman.” “So that Evo 2 model, they just ingested all the DNA data they could find in the world.” “Trillions and trillions of base paired data that they ingested and then they looked at patterns in DNA. And that's it.” “They had no context for what the DNA represented, they had no context for the concept of genes, none of the structured understanding of what that DNA does, what it is, and you know what it did?” “They fed in the BRCA gene variant and the thing output a warning saying, ‘I think that this is a pathogenic variant to DNA,’ without having any context.” “This is the breast cancer allele.” “And it didn't have any knowledge and it wasn't trained on that at all.” “It had no knowledge that there are pathogenic variants for cancer, and it identified that this was a genetic variant that can cause some sort of pathogenic outcome in the organism.” “That's a great example where there's a lack of understanding at the human level on what really drives some of the patterns in nature, the patterns in society, the patterns in behavior that are kind of emergent phenomena perhaps, that these AI models are starting to identify.”
1:03

🚨David Friedberg: AI is starting to identify and solve problems on its own “I'll give you a science corner example: there's this Evo 2 model that they publish at the Arc Institute, which Patrick Collison, you know, is the main funder and chairman.” “So that Evo 2 model, they just ingested all the DNA data they could find in the world.” “Trillions and trillions of base paired data that they ingested and then they looked at patterns in DNA. And that's it.” “They had no context for what the DNA represented, they had no context for the concept of genes, none of the structured understanding of what that DNA does, what it is, and you know what it did?” “They fed in the BRCA gene variant and the thing output a warning saying, ‘I think that this is a pathogenic variant to DNA,’ without having any context.” “This is the breast cancer allele.” “And it didn't have any knowledge and it wasn't trained on that at all.” “It had no knowledge that there are pathogenic variants for cancer, and it identified that this was a genetic variant that can cause some sort of pathogenic outcome in the organism.” “That's a great example where there's a lack of understanding at the human level on what really drives some of the patterns in nature, the patterns in society, the patterns in behavior that are kind of emergent phenomena perhaps, that these AI models are starting to identify.”

The All-In Podcast

79,718 görüntüleme • 1 yıl önce