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🚨🇺🇸 CHAMATH PALIHAPITIYA: THE AI ECOSYSTEM URGENTLY NEEDS STANDARDIZATION "We redirected a ton of our workload on Grok because it was a ton cheaper than OpenAI and Anthropic. Anthropic is excellent, but it's really expensive. The difficulty is that when you have this leapfrogging, it's not easy to decide... show more

Mario Nawfal

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133,424 görüntüleme • 9 ay önce •via X (Twitter)

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Chamath Breaks Down How Grok Caught Up to Its Competition In Record Time Chamath Palihapitiya on E216: "The quality of Grok 3 relative to the amount of time that they've spent on this problem is, to me, what's staggering." "And this is without judging OpenAI or Anthropic or anything else." "Those guys (OpenAI/Anthropic) have been doing it for years." "These guys (xAI) have been doing it for a year! And were able to pull this off." "You know how we talked about DeepSeek being this moment where we had lost sight in America of capital being the source of innovation?" "(Elon Musk) proves actually a more generalized rule that I took away from this, which is, you always have to have a constraint." "Innovation needs a constraint." "Sometimes it's capital, sometimes it's talent, and sometimes it's time." "And so, if you can be completely rigid on one of those dimensions, you can get a great team to create something." "Let's say there's infinite capital in his case." "And infinite talent, because he can basically recruit anybody he wants." "What did he do instead? He created this artificial constraint of time." "It was really, really inspiring."

Chamath Breaks Down How Grok Caught Up to Its Competition In Record Time Chamath Palihapitiya on E216: "The quality of Grok 3 relative to the amount of time that they've spent on this problem is, to me, what's staggering." "And this is without judging OpenAI or Anthropic or anything else." "Those guys (OpenAI/Anthropic) have been doing it for years." "These guys (xAI) have been doing it for a year! And were able to pull this off." "You know how we talked about DeepSeek being this moment where we had lost sight in America of capital being the source of innovation?" "(Elon Musk) proves actually a more generalized rule that I took away from this, which is, you always have to have a constraint." "Innovation needs a constraint." "Sometimes it's capital, sometimes it's talent, and sometimes it's time." "And so, if you can be completely rigid on one of those dimensions, you can get a great team to create something." "Let's say there's infinite capital in his case." "And infinite talent, because he can basically recruit anybody he wants." "What did he do instead? He created this artificial constraint of time." "It was really, really inspiring."

The All-In Podcast

166,706 görüntüleme • 1 yıl önce

CHAMATH: ELON IS BUILDING THE MOST POWERFUL AI STACK ON EARTH “They are the closest to having that vertically integrated stack that I spoke about. I think that Tesla has the best vision models now; with xAI, they'll have one of the best LLMs and reasoning models, and they'll be able to eventually stick that on Dojo. And then that will be in all of the physical AI that you will interact with in your daily life; whether it's a robot, or whether it's a car, or whether it's a Robotaxi.” Source: The All-In Podcast, Chamath Palihapitiya, @jason

CHAMATH: ELON IS BUILDING THE MOST POWERFUL AI STACK ON EARTH “They are the closest to having that vertically integrated stack that I spoke about. I think that Tesla has the best vision models now; with xAI, they'll have one of the best LLMs and reasoning models, and they'll be able to eventually stick that on Dojo. And then that will be in all of the physical AI that you will interact with in your daily life; whether it's a robot, or whether it's a car, or whether it's a Robotaxi.” Source: The All-In Podcast, Chamath Palihapitiya, @jason

Mario Nawfal

57,594 görüntüleme • 1 yıl önce

Chamath: Anthropic's Mythos Warning Is Theater @jason: “Chamath, is it the Boy who Cried Wolf, or is this the real deal now?” Chamath Palihapitiya: “I think it's mostly theater. In February of 2019 when Dario was still at OpenAI, they did the same thing with GPT-2. That was a 1.5 billion parameter model, which sounds like a total fart in the wind in 2026. But at that time, this model was supposed to be the end of days. And at the end of it, it was a huge nothingburger. If you actually think that Mythos is capable of doing what it says it can do, two things are true. One is, a very sophisticated hacker can probably do those things right now with Opus. And two, if these exploits are this easy to find, whether you use Opus or whether you use Mythos, the reality is you'd have to shut down the internet for about five years to patch them all. So when you see a large multi-trillion dollar GSIB bank, it's a bit of theater. Why? What do you think they can actually accomplish in two months? Do you actually think that if there's these vulnerabilities, it's all going to get fixed? Let's give them six months, let's give them nine months. So I do think that Sacks is right, that they have figured out a very clever go-to-market muscle here that activates hyper attention and hyper usage, and so I give them tremendous credit. But we've seen it before, we saw it when these folks were the principal architects at OpenAI, and we're now seeing the same playbook here. The reality is that capitalism moves forward, the funding needs moves forward, and the need for these guys to build adoption moves forward. And that's going to supersede what this is.”

Chamath: Anthropic's Mythos Warning Is Theater @jason: “Chamath, is it the Boy who Cried Wolf, or is this the real deal now?” Chamath Palihapitiya: “I think it's mostly theater. In February of 2019 when Dario was still at OpenAI, they did the same thing with GPT-2. That was a 1.5 billion parameter model, which sounds like a total fart in the wind in 2026. But at that time, this model was supposed to be the end of days. And at the end of it, it was a huge nothingburger. If you actually think that Mythos is capable of doing what it says it can do, two things are true. One is, a very sophisticated hacker can probably do those things right now with Opus. And two, if these exploits are this easy to find, whether you use Opus or whether you use Mythos, the reality is you'd have to shut down the internet for about five years to patch them all. So when you see a large multi-trillion dollar GSIB bank, it's a bit of theater. Why? What do you think they can actually accomplish in two months? Do you actually think that if there's these vulnerabilities, it's all going to get fixed? Let's give them six months, let's give them nine months. So I do think that Sacks is right, that they have figured out a very clever go-to-market muscle here that activates hyper attention and hyper usage, and so I give them tremendous credit. But we've seen it before, we saw it when these folks were the principal architects at OpenAI, and we're now seeing the same playbook here. The reality is that capitalism moves forward, the funding needs moves forward, and the need for these guys to build adoption moves forward. And that's going to supersede what this is.”

The All-In Podcast

220,049 görüntüleme • 3 ay önce

Grok 3 Integration on X: Seamless, Elegant, Powerful On E218, Chamath Palihapitiya and @jason discussed Grok 3 on X: Chamath: "As a consumer, I've mostly flipped my usage to Grok 3." "And the reason is that it's in line with where I consume most of my information." "It's elegantly integrated." Jason: " On the top right hand of a tweet, there's an xAI button." "When you click it, it just gives you the full context of the tweet." "This is very elegant."

Grok 3 Integration on X: Seamless, Elegant, Powerful On E218, Chamath Palihapitiya and @jason discussed Grok 3 on X: Chamath: "As a consumer, I've mostly flipped my usage to Grok 3." "And the reason is that it's in line with where I consume most of my information." "It's elegantly integrated." Jason: " On the top right hand of a tweet, there's an xAI button." "When you click it, it just gives you the full context of the tweet." "This is very elegant."

The All-In Podcast

4,229,714 görüntüleme • 1 yıl önce

Jensen to AI Leaders: “We have to be far more thoughtful” when communicating to the public Jensen Huang: “(AI) is not a biological being. It is not alien. It is not conscious. It is computer software.” “We say things like, ‘We don't understand it at all.’ It is not true. We understand a lot of things about this technology.” Chamath: “If you were in the seat in the boardroom of Anthropic over that whole scuttlebutt with the Department of War, what do you think you would've told Dario and that team to do, maybe, differently to try to change some of this outcome and some of this perception?” Jensen: “The first thing that I would say about Anthropic is, first of all, the technology is incredible. We are a large consumer of Anthropic technology.” “The desire to warn people about the capability of the technology is also really terrific.” “We just have to make sure that we understand that the world has a spectrum, and that warning is good, scaring is less good because this technology is too important to us.” “I think that it is fine to predict the future, but we need to be a little bit more circumspect. We need to have a little bit more humility, that, in fact, we can't completely predict the future.” “And to say things that are quite extreme, quite catastrophic, that there's no evidence of it happening, could be more damaging than people think.” “And of course we are technology leaders.” “There was a time when nobody listened to us, but now because technology is so important in the social fabric, such an important industry, so important to national security, our words do matter.” “And I think we have to be much more circumspect, we have to be more moderate, we have to be more balanced, we have to be far more thoughtful.”

Jensen to AI Leaders: “We have to be far more thoughtful” when communicating to the public Jensen Huang: “(AI) is not a biological being. It is not alien. It is not conscious. It is computer software.” “We say things like, ‘We don't understand it at all.’ It is not true. We understand a lot of things about this technology.” Chamath: “If you were in the seat in the boardroom of Anthropic over that whole scuttlebutt with the Department of War, what do you think you would've told Dario and that team to do, maybe, differently to try to change some of this outcome and some of this perception?” Jensen: “The first thing that I would say about Anthropic is, first of all, the technology is incredible. We are a large consumer of Anthropic technology.” “The desire to warn people about the capability of the technology is also really terrific.” “We just have to make sure that we understand that the world has a spectrum, and that warning is good, scaring is less good because this technology is too important to us.” “I think that it is fine to predict the future, but we need to be a little bit more circumspect. We need to have a little bit more humility, that, in fact, we can't completely predict the future.” “And to say things that are quite extreme, quite catastrophic, that there's no evidence of it happening, could be more damaging than people think.” “And of course we are technology leaders.” “There was a time when nobody listened to us, but now because technology is so important in the social fabric, such an important industry, so important to national security, our words do matter.” “And I think we have to be much more circumspect, we have to be more moderate, we have to be more balanced, we have to be far more thoughtful.”

The All-In Podcast

57,581 görüntüleme • 4 ay önce

🚨NEW: "All-In" Podcast's Chamath Palihapitiya calls Trump's tariffs "MASTERSTROKE OF STRATEGY"🚨 "I think that the U.S. is going to book probably close to half a trillion of incremental revenue." "It's actually forced a stabilization in the dollar." "It's going to be very hard to justify why you would undo this now — because this source of revenue is going to be an incredibly important one." Daily Caller

🚨NEW: "All-In" Podcast's Chamath Palihapitiya calls Trump's tariffs "MASTERSTROKE OF STRATEGY"🚨 "I think that the U.S. is going to book probably close to half a trillion of incremental revenue." "It's actually forced a stabilization in the dollar." "It's going to be very hard to justify why you would undo this now — because this source of revenue is going to be an incredibly important one." Daily Caller

Jason Cohen 🇺🇸

133,481 görüntüleme • 10 ay önce

.Joe Lonsdale: AI Must Strengthen, Not Replace, Western Civilization "We still have a lot of our smartest friends working at DOGE. They're still cutting billions of dollars of nonsense. I'm really glad they're there. I don't want them to give it up. They're still fixing a lot of things with these different areas. I'm obviously supportive of everything Elon Musk overall did there. I was a little frustrated with the comment he made earlier this week, which was that there's a tidal wave of AI coming, and therefore, we don't need to worry about cleaning the beach of the government. I think that's actually the wrong conceptual model. The correct conceptual model is that AI is coming to our society, and it's really important that AI ends up lifting everyone up. And the way it's going to do that is through Western civilization's ways that work. We have this civilization that's built based on the enlightenment, property rights, Judeo-Christian values and classical virtues. It's a functional civilization. We don't want to give that all up for AI. We want to make healthcare and education work better, but we have to do it through the way it works. I think making government work better is really, really hard. It takes a lot of persistence. It takes a lot of time. On the margin, his time might be better spent building these amazing AI companies, and I think that's completely legit. I don't think we should discount the importance of fixing government, especially because of AI, because if we want to have everyone do better in health care and education and government itself, these things need to be functional. They need to work with it. They need to block crony capitalism. That means functional government. You need both."

.Joe Lonsdale: AI Must Strengthen, Not Replace, Western Civilization "We still have a lot of our smartest friends working at DOGE. They're still cutting billions of dollars of nonsense. I'm really glad they're there. I don't want them to give it up. They're still fixing a lot of things with these different areas. I'm obviously supportive of everything Elon Musk overall did there. I was a little frustrated with the comment he made earlier this week, which was that there's a tidal wave of AI coming, and therefore, we don't need to worry about cleaning the beach of the government. I think that's actually the wrong conceptual model. The correct conceptual model is that AI is coming to our society, and it's really important that AI ends up lifting everyone up. And the way it's going to do that is through Western civilization's ways that work. We have this civilization that's built based on the enlightenment, property rights, Judeo-Christian values and classical virtues. It's a functional civilization. We don't want to give that all up for AI. We want to make healthcare and education work better, but we have to do it through the way it works. I think making government work better is really, really hard. It takes a lot of persistence. It takes a lot of time. On the margin, his time might be better spent building these amazing AI companies, and I think that's completely legit. I don't think we should discount the importance of fixing government, especially because of AI, because if we want to have everyone do better in health care and education and government itself, these things need to be functional. They need to work with it. They need to block crony capitalism. That means functional government. You need both."

Josh Caplan

20,833 görüntüleme • 1 yıl önce

We asked rahul about the global reach of ChatGPT and the emphasis on personality in AI models. "When you want to get to the one to like the remaining 90% of the users, do you want a model that thinks for longer? You want more personality?" "They definitely leaned in on personality, which I think is interesting." "It's kind of different than a (social media) feed in some ways because you have this person you talk to. It's like a relationship and then it just switches up on how it talks to you."

We asked rahul about the global reach of ChatGPT and the emphasis on personality in AI models. "When you want to get to the one to like the remaining 90% of the users, do you want a model that thinks for longer? You want more personality?" "They definitely leaned in on personality, which I think is interesting." "It's kind of different than a (social media) feed in some ways because you have this person you talk to. It's like a relationship and then it just switches up on how it talks to you."

TBPN

89,226 görüntüleme • 11 ay önce

Rick Rubin on being addicted to the miracle of creation: “I like the moment of revelation. So we're working on something and it's just okay. It's boring. I'd rather not be there. That's how it feels. But then something happens and it's like magic. Something appears. It's not like we made it. Something comes up in the process. It's conjured in the process. It’s like a miracle and that's the thing that's addictive. That feeling when it's like it's not good, it's not good, it's not good, it's not good. We try something and it doesn't work. Try something else and it doesn't work. But then all of the sudden what we're listening to is really cool. That's the [addictive] feeling, that moment of discovery where it goes from nothing to something really good. And then the whole rest of the process after that is protecting that because it's super delicate. When it happens it's like this miracle happened and this magic thing happened and now we have to protect it through the rest of the process to not ruin it. It's scary because you don't want it to end. You don't want it to stop because we know if it stops, we can't control it. We can't do it again. It's not like that. It's this moment in time where something magical happens. So we spend a lot of time waiting and I can't say that's fun. Waiting is not fun.”

Rick Rubin on being addicted to the miracle of creation: “I like the moment of revelation. So we're working on something and it's just okay. It's boring. I'd rather not be there. That's how it feels. But then something happens and it's like magic. Something appears. It's not like we made it. Something comes up in the process. It's conjured in the process. It’s like a miracle and that's the thing that's addictive. That feeling when it's like it's not good, it's not good, it's not good, it's not good. We try something and it doesn't work. Try something else and it doesn't work. But then all of the sudden what we're listening to is really cool. That's the [addictive] feeling, that moment of discovery where it goes from nothing to something really good. And then the whole rest of the process after that is protecting that because it's super delicate. When it happens it's like this miracle happened and this magic thing happened and now we have to protect it through the rest of the process to not ruin it. It's scary because you don't want it to end. You don't want it to stop because we know if it stops, we can't control it. We can't do it again. It's not like that. It's this moment in time where something magical happens. So we spend a lot of time waiting and I can't say that's fun. Waiting is not fun.”

David Senra

12,759 görüntüleme • 1 ay önce

Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."

Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."

Patrick OShaughnessy

295,138 görüntüleme • 3 ay önce

"It just seems in many ways so 'not Liverpool' but then I need to accept the reality that it is because it's happening." "It's a reinforcement that we all need to protect it and that you can't be blasé like I have and just go 'oh yeah we're not like that." Watch in full 🚨👇

"It just seems in many ways so 'not Liverpool' but then I need to accept the reality that it is because it's happening." "It's a reinforcement that we all need to protect it and that you can't be blasé like I have and just go 'oh yeah we're not like that." Watch in full 🚨👇

The Anfield Wrap

96,411 görüntüleme • 1 yıl önce

Arteta: “We need everything. We need the first of all, we need everybody fit and available. So the ones that are not involved, the ones that are not with us, that are really big, important players, we need them immediately with us because then we're going to be much stronger. “And then, the other ones, they need to stand up me, the first one and embrace this challenge and go for it. So today we have to suffer. It's painful. It's a terrible feeling. But tomorrow is a different day and if somebody would have said to me in August, 'You are in this position right now in April,' I'm sure we would all take it.”

Arteta: “We need everything. We need the first of all, we need everybody fit and available. So the ones that are not involved, the ones that are not with us, that are really big, important players, we need them immediately with us because then we're going to be much stronger. “And then, the other ones, they need to stand up me, the first one and embrace this challenge and go for it. So today we have to suffer. It's painful. It's a terrible feeling. But tomorrow is a different day and if somebody would have said to me in August, 'You are in this position right now in April,' I'm sure we would all take it.”

Connor Humm

59,679 görüntüleme • 3 ay önce

Mr. Yuval Levin, Senior Fellow American Enterprise Institute, reflects on the role of Congress: "If we're going to have a politics in which deliberation plays a central role, we have to have a politics in which Congress plays a central role. That part can only be played by a plural institution that is both representative and deliberative, and that is what Congress is designed to be." … "We are living in a political moment where the deepest differences do not get worked out, and we've persuaded ourselves that this is because we're polarized, or it's because we're divided, or it's social media. We're not more polarized than the America of the late eighteenth century. We're not more divided than the America of the mid-nineteenth century. These technologies have not changed human nature or the character of politics. The core institution of our system now does not want the role it is assigned, and that is what has to change."

Mr. Yuval Levin, Senior Fellow American Enterprise Institute, reflects on the role of Congress: "If we're going to have a politics in which deliberation plays a central role, we have to have a politics in which Congress plays a central role. That part can only be played by a plural institution that is both representative and deliberative, and that is what Congress is designed to be." … "We are living in a political moment where the deepest differences do not get worked out, and we've persuaded ourselves that this is because we're polarized, or it's because we're divided, or it's social media. We're not more polarized than the America of the late eighteenth century. We're not more divided than the America of the mid-nineteenth century. These technologies have not changed human nature or the character of politics. The core institution of our system now does not want the role it is assigned, and that is what has to change."

Federalist Society

13,045 görüntüleme • 2 ay önce

🚨🇺🇸 CHAMATH: INCREDIBLE HOW FAR GROK TEAM GOT IN JUST 2 YEARS "It's absolutely incredible, starting in March 2023, in less than two and a half years, what this team has accomplished and how far ahead they are of everybody else. It's clearly demonstrated by this." Source: The All-In Podcast Chamath Palihapitiya Elon Musk

🚨🇺🇸 CHAMATH: INCREDIBLE HOW FAR GROK TEAM GOT IN JUST 2 YEARS "It's absolutely incredible, starting in March 2023, in less than two and a half years, what this team has accomplished and how far ahead they are of everybody else. It's clearly demonstrated by this." Source: The All-In Podcast Chamath Palihapitiya Elon Musk

Mario Nawfal

319,722 görüntüleme • 1 yıl önce

It's a new day in America. Could it be in Alberta as well? In Alberta, Danielle Smith's government, to her credit, is amending the Alberta Bill of Rights. That’s a good thing. But it needs to be right. We have a moment in which to push things in the correct direction. Our job is to be precise, careful and diligent about making sure that the changes that we get are real, and that they work, and that they mean what we need them to mean.

It's a new day in America. Could it be in Alberta as well? In Alberta, Danielle Smith's government, to her credit, is amending the Alberta Bill of Rights. That’s a good thing. But it needs to be right. We have a moment in which to push things in the correct direction. Our job is to be precise, careful and diligent about making sure that the changes that we get are real, and that they work, and that they mean what we need them to mean.

Bruce Pardy

66,778 görüntüleme • 1 yıl önce

Jacob Helberg says one of Europe’s biggest challenges to building companies is cultural: they’re just not risk-takers like Americans are. "It's really hard for Europe to put those pieces together because the culture in Europe has not been favorable to encouraging risk-taking, which is necessary—it's the lifeblood of starting a business." "You need to have a risk-taking culture—and then they have the unit economics problem where it's just really expensive to build stuff in Europe because your energy bills are really high. You have to spend a ton of money on legal fees before you even start." "It's not that starting things in Europe will be impossible, but they have major headwinds." "We have invested a lot of effort into having truthful, candid conversations with our friends in Europe to actually share our concerns." "When you actually care about someone, you can actually be candid with them. Clear is kind." "We care about Europe. We want them to be strong, and so we are trying to draw their attention to policy issues that we think are serious headwinds for them." Jacob Helberg with Erik Torenberg

Jacob Helberg says one of Europe’s biggest challenges to building companies is cultural: they’re just not risk-takers like Americans are. "It's really hard for Europe to put those pieces together because the culture in Europe has not been favorable to encouraging risk-taking, which is necessary—it's the lifeblood of starting a business." "You need to have a risk-taking culture—and then they have the unit economics problem where it's just really expensive to build stuff in Europe because your energy bills are really high. You have to spend a ton of money on legal fees before you even start." "It's not that starting things in Europe will be impossible, but they have major headwinds." "We have invested a lot of effort into having truthful, candid conversations with our friends in Europe to actually share our concerns." "When you actually care about someone, you can actually be candid with them. Clear is kind." "We care about Europe. We want them to be strong, and so we are trying to draw their attention to policy issues that we think are serious headwinds for them." Jacob Helberg with Erik Torenberg

a16z

25,394 görüntüleme • 4 ay önce