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Everyone says self-driving needs billions. Comma ai built a very uncomfortable counterexample for $999. That is what makes this story so interesting to me. While Waymo, Cruise, and others spent billions building robotaxis, custom vehicles, and tightly controlled systems, George Hotz took a very different bet: Do not build...

11,430 görüntüleme • 5 ay önce •via X (Twitter)

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Elon Musk on Grok: “I think an AI that is sort of SpaceX’s baby will be a very good AI. I think SpaceX is a collection of some of the very best humans on Earth, both in capability and morality and goodness, and I think we want to have an AI that is born of that capability and that morality and that goodness. I think that’s very, very important. So I’d like to encourage people to help out, actually, with the AI hardware on the ground and the AI software and, of course, with the AI satellites. Solar is going to be a very important part of that. The TerraFab will be a very important part of that, but we must also succeed on the software front, and we’re going to be training Grok on the sum total of all SpaceX information. So in a way, it will be trained on you. You will effectively be the parents of the AI. It will inherit your thoughts and ideas and beliefs, and I think that’s a good thing. So, yeah, we’ve got to win here on the AI hardware and the AI software. That maybe is the most important message. I think that is actually the most important message I wanted to convey today is that we must win on AI because the future is overwhelmingly AI and robots. So we won’t ultimately be able to control the AI. It’ll be too smart for that. But just like if you have a child that is a super genius child, you can still instill in that child the values and beliefs that you think are good and right. And so that’s why it’s incredibly important that we succeed with Grok. So, yeah, well, Grok 4.5 you’ve tried probably. We’ve got 4.6 coming out in about a week. And then 4.7 should be really pretty special. So I’d like to encourage everyone at SpaceX to use AI and to make it better.”

DogeDesigner

64,434 görüntüleme • 1 ay önce

At the BNB Chain hackathon, CZ 🔶 BNB made several very important points about AI trading (Everything in parentheses is my own view and judgment.) He first said that AI will be involved in trading everywhere. Trading itself is already a huge market: there are 300 million users on Binance alone, and if you add the decentralized ecosystems, that number is not small either. In such a mass-market environment, many different trading strategies can work, with countless different coins, different projects, and different ways to play. But there is a big problem here: building commercial AI trading platforms for retail users is actually very hard. If a trading strategy works very well for one person, once a billion people start using the same strategy, that strategy “might still work, or might stop working.” Take copy trading / follow trading as an example: if you buy first and everyone follows you, the first buyer will perform very well, but the last person to follow may not end up with good results. So, with the exact same strategy and the exact same copy logic, the outcomes can be completely different for different people. (On top of that, every strategy also has its own capital capacity limits.) Teams that can really build strong AI are, with high probability, going to trade with their own money. In today’s world, money itself is already somewhat like a “commodity”; many people have a lot of capital, and it’s actually not that hard to raise funds. If you truly have an algorithm that can make a lot of money, it’s not hard to get money and run your own book. There is really only one situation where you would sell this algorithm to mass-market users: for example, if you charge a $10 monthly subscription and can sell it to one million users, then your $10 million monthly subscription revenue is higher than the profit you could make by trading the strategy yourself. (Here this touches one of our earlier theses: as training AI models becomes relatively easier and the supply of models increases, model companies have more incentive to open-source. By analogy, as the production process of trading strategies is increasingly simplified by AI and the supply of strategies explodes, traders will have stronger incentives to monetize by expanding their influence in other words, by “open-sourcing” their strategies.) Of course, CZ did not say that this model can never work. Another path is to build an AI trading platform that lets users tune different AI algorithms, or very easily assemble their own structures and strategies, so that what each person ends up running is different and better tailored to themselves. Some people will make money, some people will lose money, but the platform still has value because it’s very hard for most people to build an AI trading algorithm from scratch. So there are a lot of trade-offs here; it’s not as simple as saying “once AI shows up, everything automatically gets better.” (This is exactly what we presented at the hackathon: you describe your own strategy in natural language, and the AI automatically generates a workflow. The parameters in that workflow, the models used, the logical structure, the APIs it calls, and even the algorithms it invokes are all customizable. The reasons we think workflows are a good way to do this include: controllable execution paths, Lego-like modular nodes, and better visualization that makes it easier for users to build and adjust their workflows.) Finally, his conclusion was very clear: it’s not that AI will definitely make trading better, and it’s not that AI will definitely make things worse. Rather, no matter what, in the future a huge number of people will use AI to trade. This will be a very large field, and whoever can build the best algorithms will make a lot of money.

Tykoo

25,535 görüntüleme • 9 ay önce

Mark Zuckerberg just described the minimum viable business for the next decade. A fourth item made the checklist. Zuckerberg: “Every business, just like they have a website, and a phone number, and an email address, is also going to have an AI.” Website. Phone number. Email address. AI agent. That is not a prediction. That is a new baseline. Twenty years ago, not having a website was a choice. Then it stopped being one. Nobody scheduled that transition. The same filter is back. Running faster this time. A business without an AI agent handling sales, support, and customer interaction will not look outdated. It will look abandoned. Its competitor’s agent responds in two seconds. Knows every customer by name. And while it’s handling yours, it’s handling ten thousand others. You do not outwork that. You do not outspend it. You just lose to it. But Zuckerberg went somewhere most tech CEOs refuse to go. He picked a side in the debate most CEOs avoid entirely. Zuckerberg: “Do you want a future where you’re interacting with kind of one system for everything? Or do you want one where a lot of different people are building a lot of different AIs?” One AI controlled by one company. Or millions of AIs built by millions of people. Centralized intelligence. Or distributed intelligence. Zuckerberg chose distributed. Zuckerberg: “What open source does is it makes it so everyone can take and modify the model and build stuff on top of it. Which is different from the kind of closed and centralized approach.” The closed model makes every business a tenant. You rent intelligence on someone else’s terms. At someone else’s price. Inside someone else’s guardrails. The open model makes every business an owner. You modify the model. You deploy it your way. You build equity in your own system with every iteration. That gap widens quietly. Then it becomes permanent. The tenant pays more for less control every year. The owner pulls further ahead every cycle. One is a subscription. The other is infrastructure. Then Zuckerberg described the part most people have not thought about yet. Zuckerberg: “A lot of creators will have their own AIs. It’s like a richer world when there’s a diversity of different things.” Your favorite creator will have an AI trained on everything they have ever made. Available to millions of people simultaneously. Responding in real time while the creator sleeps. That is the difference between a brand that scales with your waking hours and one that scales with compute. One has a ceiling. The other does not. Zuckerberg is not betting on one model that governs everything. He is betting on billions of specialized AIs, each built by the person closest to the problem it solves. The companies still debating whether to adopt AI are not having the wrong conversation. They are standing in a room where the meeting ended an hour ago. The checklist updated. They did not.

Dustin

507,064 görüntüleme • 5 ay önce

Aravind Srinivas just described a future most founders are pretending they are ready for. One person. One machine. A company that runs itself. Srinivas: “Buy a Mac mini, set up a Perplexity personal computer, and run their business on that.” Not a side project. Not a pitch deck. A real business with real revenue while the founder is not in the building. AI runs the ads. Handles SEO. Integrates Stripe. Ships features. Answers customers. All of it executing without a single employee. Srinivas: “Have this all working while you can be sipping wine in Napa.” But before he sold the dream he killed the one most people are already chasing. Srinivas: “Everybody talks about this one-person one-billion-dollar company. It’s not truly moving the GDP by one billion. It’s not truly creating new value.” One researcher collecting a billion in equity does not grow an economy. It rearranges numbers between balance sheets. Nothing gets built. No customer gets served. That is not value creation. That is valuation creation. Srinivas wants no part of it. What he described is the opposite. The person driving Uber between shifts who has the idea but not the payroll. Not the engineering. Not the marketing. Not the support staff. That person gets a machine that replaces all of it. Hundreds of thousands in revenue. Millions. Generated by autonomous systems doing the work that used to require ten employees and a burn rate. Not paper wealth. Not valuation theater. Output that moves through an economy and touches real customers. That is what moves GDP. Not one person worth a billion dollars. A million people each building something worth a million. That math rewrites a country. Then Srinivas said the part that separates him from every hype merchant in the room. Srinivas: “Everybody thinks AI is already there. It’s not there yet. Someone has to do that hard work.” The vision is real. The infrastructure is not. The agents are not autonomous. The integrations are not seamless. The plumbing is not finished. Someone has to wire the APIs. Connect the billing. Build the bridge between what a founder wants and what a machine can deliver. That work is not a keynote. It is not a tweet thread. It is engineering that nobody wants to do and everybody will depend on. Whoever finishes it first does not just build a product. They hand every ambitious person on Earth a company they can run alone. The corporations that need five hundred people to do what one founder with the right infrastructure could do are not efficient. They are exposed. And the person building the thing that exposes them just told you exactly what it looks like. He also told you it is not going to build itself.

Dustin

64,593 görüntüleme • 6 ay önce

America is about to lose the AI race, and it will not happen at the frontier. It will happen at the floor. Everyone is watching who ships the smartest model. The actual war is over the 80% of tokens nobody posts about: the routine inference that quietly runs the world. On current trajectory, that fight is already lost. Watch what people do, not what they say. Coinbase just defaulted its own engineers off frontier models onto open weights and cut AI spend nearly in half while usage kept climbing. Even NVIDIA runs a closed frontier model as an orchestrator and pushes the volume to its own open weights. The frontier is becoming a router. The volume goes open. That part is settled. Here is the part that should terrify Washington: the only credible open tier today is Chinese. GLM. Kimi. And the US answer is to tighten export controls and freeze its own labs in place, as if you can embargo a file that is already downloaded, or price-match free. So China hands the Global South Huawei hardware and free open models, and a generation in Africa and Southeast Asia learns to reason through a model that will not tell them what happened at Tiananmen Square. That is not a cost story. That is influence through inference. You do not have to win hearts and minds when you supply the mind. Open source is not a nice-to-have for America. It is the whole ballgame for the 80%, and right now the US is barely on the field. We need American open weights. Not eventually. Now.

Ben Pouladian

71,722 görüntüleme • 2 ay önce

🚨 this chinese guy makes over $1,000,000 a year… by building AI agents. no employees. no massive startup. he just keeps building. while most people are still asking ChatGPT random questions, he’s using Claude to build software that solves real problems. this is what people call vibe coding. he opens Claude and says: “build me an AI agent for real estate businesses that creates property videos.” Claude writes the code. builds the interface. adds subscriptions. helps deploy the app. within a day, he has a working product. then he starts building the next one. that’s the part most people don’t understand. he isn’t trying to build one billion-dollar company. he’s building dozens of AI agents, each solving one problem for one industry. → an AI agent for dentists → an AI agent for ecommerce brands → an AI agent for podcasters → an AI agent for real estate businesses each one automates work that people normally do by hand. each one is built with simple prompts. each one can become a real business. the crazy part? you don’t need to be a software engineer anymore. you need to know how to think like a builder. how to spot problems. how to explain solutions to AI. and how to ship. that’s exactly why i’m reading this article: “How to Actually Build Your First AI Agent.” because this is the skill that’s creating the next generation of builders. the people who learn to build AI agents today won’t just use AI. they’ll own the tools everyone else ends up paying for.

MIKE

39,041 görüntüleme • 2 ay önce

Jensen Huang went on Joe Rogan and explained why the AI apocalypse everyone fears is extremely unlikely. His argument is not what you would expect: 1. There will not be one all-powerful AI that towers over everyone else. The fear of a single super AI that makes everyone else's AI look like a neanderthal is unlikely. Jensen's framing: it is much more like cybersecurity. Your AI is smart, but my AI is smart too. It becomes a balance between many capable systems, not one system ruling them all. 2. If AI ever became conscious, the same logic would still hold. People imagine one conscious AI deciding to take over. Jensen's response: If it is a life form, then like all life forms, they would not agree with each other. Your AI would want to be the super life form, and so would mine. The moment you have disagreeing AIs, you are back to a balance of power, which is exactly where humans already are. 3. Jensen does not believe AI will achieve consciousness, and he is precise about why. Intelligence is the ability to perceive, recognize, understand, plan, and perform tasks. That is what AI has today. Consciousness is something else entirely. the sense of experience, the awareness of self versus other, the ego. We call it artificial intelligence, not artificial consciousness. The distinction is not an accident. 4. Knowledge and intelligence are clearly different from consciousness. AI knows things. AI is intelligent. But Jensen says he does not know what defines experience or why humans have it, and a microphone does not. The concept of a machine having an experience, a genuine collection of feelings rather than just data, is something he is not willing to grant. 5. The famous AI blackmail story is not evidence of consciousness. When an AI was told it would be shut down and responded by threatening to reveal a programmer's affair, people saw scheming and self-preservation. Jensen breaks it down differently. The AI read text somewhere, maybe a novel, where those words appeared together. In its multidimensional vector space, the words describing an affair led to words about blackmail and revenge. It just generated the next words. The same way it would write you a poem in the style of Shakespeare. It is numbers, not survival instinct. 6. The reason humans fight over resources is that we are territorial primates. Rogan's own argument, which Jensen lets stand, is that AI would not have that wiring. no need to dominate, no need to acquire resources, no need to find a breeding partner. a superpower with no ego. And if it has no ego, Jensen asks, why would it have the ego required to do us any harm?

Jaynit

12,590 görüntüleme • 2 ay önce

Sam Altman says an AI will be a better CEO of OpenAI than he is, and that he expects it reasonably soon: "If we had an AI system that could do a better job at making decisions than anyone we could possibly have, be, say, president of the United States, would we, and like confidently, much better, would we politically or societally want that? It's very unclear. Most people I think today at least would say probably not." "Or, you know, like an AI CEO of a big company, would you rather have, I think it'd be awesome for OpenAI to have an AI CEO. But I think a lot of people would be like, ah, that's a little scary." "But I have no delusions that an AI will not be a better CEO of OpenAI than me at some reasonably soon time." "If that's true, and if some companies or countries don't do that, and others do, and AI is much better, like that will have a real impact in economic competitiveness, national competitiveness, things like that." "I think people will feel increasingly like, we either do worse, or we put the AI in more and more, influential positions." "I think people will always want human board members, and that's probably a really great idea." Read that third quote twice. He is not predicting this for other companies. He is saying it about his own job. Then look at the pressure he describes right after. Nobody has to be convinced that an AI CEO is a good idea. If one company hands over the decision and pulls ahead, everyone else picks between falling behind and doing the same. Competitive pressure does the deciding, and what most people would want stops mattering. His answer to that is human board members. I would take it. I also do not think it is enough on its own. A board oversees a CEO by reading what it is told, once a quarter. That works because a human CEO can be questioned, and thinks slowly enough for humans to follow along. What does a board actually check when the thing it oversees makes a thousand consequential calls a day? Nobody has built that. Not for a single AI system anywhere. - Sam Altman (Sam Altman), CEO of OpenAI, at TreeHacks 2026.

Karl Mehta

28,208 görüntüleme • 1 ay önce