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OpenEnv has a new home: starting today, it's coordinated by a committee that includes Meta-PyTorch, Reflection, Unsloth, Modal, Prime Intellect, Nvidia, Mercor, Fleet AI, and Hugging Face frontier labs train their models and their harnesses together. Claude knows Claude Code. GPT-5.5 knows Codex. that's not an accident, it's training....

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Sergio Paniego

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32,085 просмотров • 2 месяцев назад •via X (Twitter)

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If you hold $NVDA or any AI infrastructure name, Sam Altman just told you where the next underpriced layer is. Not training. Inference. Anjney Midha asked what he'd work on as a student today. The field has invested in building great models. Almost no one has invested in delivering those models cheaply at scale. Altman says all frontier labs - including OpenAI - will need to become inference companies as a senior strategic priority. That is a described market gap, not a prediction. Full analysis: Source: Stanford CS153 Frontier Systems -
0:55

If you hold $NVDA or any AI infrastructure name, Sam Altman just told you where the next underpriced layer is. Not training. Inference. Anjney Midha asked what he'd work on as a student today. The field has invested in building great models. Almost no one has invested in delivering those models cheaply at scale. Altman says all frontier labs - including OpenAI - will need to become inference companies as a senior strategic priority. That is a described market gap, not a prediction. Full analysis: Source: Stanford CS153 Frontier Systems -

Podcast Alpha

20,960 просмотров • 2 месяцев назад

Palantir CTO Shyam Sankar says Chinese open source models pose a "threat to American Prosperity": "These Chinese open source models are really the result of distillation attacks." "Most of this is just stolen American IP from frontier labs, and I think the frontier labs should do more to protect that IP, and that's in their own economic interest." "The gravest threat to us is not homicide, it's suicide." "It's an inability to turn these tokens into economic value and generate American prosperity for it." "You see that with the proposed moratorium in New York on data centers. Turning our back on AI would be as consequential a mistake as turning our back on the atom in the '70s." "It's just the beginning, but we're starting to see a burgeoning US open model ecosystem forming." "NVIDIA's Nemotron models are very good." "I think you're going to see in the next month a slate of announcements of other American companies, non-frontier labs, neo labs, who are putting out open weight models that companies are going to be able to cheaply fine-tune and capture their own alpha in weights they control." Via Bloomberg
1:21

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

Jawwwn

180,421 просмотров • 1 месяц назад

SOMEONE BUILT AN ENTIRE COMPANY BRAIN INSIDE CLAUDE CODE IN 7 DAYS Not Obsidian. Fully custom. A living map of every employee, every agent, every SOP on one screen. Click any node and it opens up: - what department it's in - what SOPs are attached - what it can actually access that permission layer is the whole game an employee opens the chat and the AI already knows their access level, agents, SOPs and tools surface in the conversation like you tagged them by hand Obsidian cannot do this... no dev team. no six month build. no enterprise budget. just Claude Code and one week has everything to build one full guide on building your own team below
1:20

SOMEONE BUILT AN ENTIRE COMPANY BRAIN INSIDE CLAUDE CODE IN 7 DAYS Not Obsidian. Fully custom. A living map of every employee, every agent, every SOP on one screen. Click any node and it opens up: - what department it's in - what SOPs are attached - what it can actually access that permission layer is the whole game an employee opens the chat and the AI already knows their access level, agents, SOPs and tools surface in the conversation like you tagged them by hand Obsidian cannot do this... no dev team. no six month build. no enterprise budget. just Claude Code and one week has everything to build one full guide on building your own team below

Madni Aghadi

397,151 просмотров • 1 месяц назад

Sundar Pichai just reminded everyone that Google was built on open source. He personally worked on Chromium, Android, and Kubernetes before becoming CEO. Three systems that power billions of devices today. Now Google is applying the same philosophy to AI. Their Gemma models are updated year after year, designed to run on edge devices rather than requiring massive cloud infrastructure. The question he got was why not release a large open source frontier model. His answer was revealing: frontier training requires enormous capex investment, and Google is putting billions into R&D to stay at the frontier. The open source AI landscape is quietly consolidating around a few players who can sustain the investment. Google's two decades of open source credibility gives them a position that's hard to replicate.
2:19

Sundar Pichai just reminded everyone that Google was built on open source. He personally worked on Chromium, Android, and Kubernetes before becoming CEO. Three systems that power billions of devices today. Now Google is applying the same philosophy to AI. Their Gemma models are updated year after year, designed to run on edge devices rather than requiring massive cloud infrastructure. The question he got was why not release a large open source frontier model. His answer was revealing: frontier training requires enormous capex investment, and Google is putting billions into R&D to stay at the frontier. The open source AI landscape is quietly consolidating around a few players who can sustain the investment. Google's two decades of open source credibility gives them a position that's hard to replicate.

Shruti

152,324 просмотров • 1 месяц назад

David Sacks: Anthropic Wants to Ban Open Source AI in America Listen to All-In to stay a few weeks (or months) ahead of everyone else David Sacks back in May: “I think where it's all leading to is an effort to ban open source models. There's a lot of breadcrumbs leading here. You look at a lot of the rhetoric around how models need to have guardrails, and that with open source models, the guardrails can be removed and therefore they're dangerous. You see this rhetoric already in Anthropic's blog posts. Any threat that they describe, they kind of go out of their way to take that shot at open source models. They're trying to create ideas or put predicate facts in the public record to justify an action later on. I think it's just a matter of time before they feel like they're at a position where maybe they can push for that type of ban directly.”
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David Sacks: Anthropic Wants to Ban Open Source AI in America Listen to All-In to stay a few weeks (or months) ahead of everyone else David Sacks back in May: “I think where it's all leading to is an effort to ban open source models. There's a lot of breadcrumbs leading here. You look at a lot of the rhetoric around how models need to have guardrails, and that with open source models, the guardrails can be removed and therefore they're dangerous. You see this rhetoric already in Anthropic's blog posts. Any threat that they describe, they kind of go out of their way to take that shot at open source models. They're trying to create ideas or put predicate facts in the public record to justify an action later on. I think it's just a matter of time before they feel like they're at a position where maybe they can push for that type of ban directly.”

The All-In Podcast

87,294 просмотров • 1 месяц назад

Jensen Huang was asked whether AI's future is open source or proprietary the question the whole industry keeps fighting over. He didn't pick a side. He said something that quietly ends the fight. "models is a technology, not a product. Model is a technology, not a service" "For the vast majority of consumers, the horizontal layer, the general intelligence, I would really, really love not to go fine-tune my own" "all these industries, their domain expertise, their specialization has to be channeled, has to be captured in a way that they can control, and that it can only come from open models" "the open model industry we're contributing tremendously to it is near the frontier" Everyone else is arguing about which lab wins OpenAI or Anthropic, who has the smartest frontier model this quarter. Jensen is standing on stage saying that's the sideshow. The proprietary model is the convenience layer you rent when you don't care. The open model is the thing you own when the work is yours. Two different products for two different needs not two horses in one race. open models are the second-biggest in the room. Ahead of Anthropic. Behind only OpenAI.
2:51

Jensen Huang was asked whether AI's future is open source or proprietary the question the whole industry keeps fighting over. He didn't pick a side. He said something that quietly ends the fight. "models is a technology, not a product. Model is a technology, not a service" "For the vast majority of consumers, the horizontal layer, the general intelligence, I would really, really love not to go fine-tune my own" "all these industries, their domain expertise, their specialization has to be channeled, has to be captured in a way that they can control, and that it can only come from open models" "the open model industry we're contributing tremendously to it is near the frontier" Everyone else is arguing about which lab wins OpenAI or Anthropic, who has the smartest frontier model this quarter. Jensen is standing on stage saying that's the sideshow. The proprietary model is the convenience layer you rent when you don't care. The open model is the thing you own when the work is yours. Two different products for two different needs not two horses in one race. open models are the second-biggest in the room. Ahead of Anthropic. Behind only OpenAI.

Vikram M

12,078 просмотров • 1 месяц назад

Baseten's Charlie O'Neill on why the gap to the frontier is just compute and data: "Despite OpenAI and Anthropic and the closed source labs having more compute and more data, the recipe is the same. We're all scaling the same recipe here, and we're at slightly different points of the scaling curve. It's not like OpenAI or Anthropic have any secret sauce that differentiates them scaling up their multi-trillion parameter models from the rest of the open source ecosystem." "It really is just a matter of taking the core underlying architecture and training recipe, and throwing more compute and data at it, which is really promising." "Of course, these closed source labs probably have a long tail of optimizations they've made, which we're gonna continue to try and figure out in the open source community. But the core mechanism is there." "K3 is a great example of, well, if you do scale this recipe up, we're gonna get a pretty good model that's very, very close to the frontier, if not frontier itself." Charlie O'Neill Baseten
1:51

Baseten's Charlie O'Neill on why the gap to the frontier is just compute and data: "Despite OpenAI and Anthropic and the closed source labs having more compute and more data, the recipe is the same. We're all scaling the same recipe here, and we're at slightly different points of the scaling curve. It's not like OpenAI or Anthropic have any secret sauce that differentiates them scaling up their multi-trillion parameter models from the rest of the open source ecosystem." "It really is just a matter of taking the core underlying architecture and training recipe, and throwing more compute and data at it, which is really promising." "Of course, these closed source labs probably have a long tail of optimizations they've made, which we're gonna continue to try and figure out in the open source community. But the core mechanism is there." "K3 is a great example of, well, if you do scale this recipe up, we're gonna get a pretty good model that's very, very close to the frontier, if not frontier itself." Charlie O'Neill Baseten

MTS

17,404 просмотров • 1 месяц назад

"Old cranky guy who walked to school in the snow barefoot." That's the pushback he expects. But here's the evidence: More and more cardiac surgery graduates are doing "extra training" after they finish. Not because they want to specialize further. Because they never got the basics. One resident. Reputable program. Finished their entire training. Never applied a cross-clamp. Not once. "That's what the attending does from the other side of the table." So they finished. Got their certificate. And left unprepared to operate independently. "That is not training. That is complete insanity." This isn't an anecdote about one bad program. It's what happens when you protect residents so much that you forget to actually train them.
1:40

"Old cranky guy who walked to school in the snow barefoot." That's the pushback he expects. But here's the evidence: More and more cardiac surgery graduates are doing "extra training" after they finish. Not because they want to specialize further. Because they never got the basics. One resident. Reputable program. Finished their entire training. Never applied a cross-clamp. Not once. "That's what the attending does from the other side of the table." So they finished. Got their certificate. And left unprepared to operate independently. "That is not training. That is complete insanity." This isn't an anecdote about one bad program. It's what happens when you protect residents so much that you forget to actually train them.

The Doctor’s Lounge Podcast

65,816 просмотров • 3 месяцев назад

Inferact Co-founder Simon Mo on the trajectory of open and closed models: "What really differentiates open-weight models from closed-weight models, right? In the end, there's not much differentiation. It's more about the distribution strategy and go-to-market strategy... Capability-wise, I don't really see a big gap, not even today." "It's not about just source data. It's not about where to get the data from. Rather, it's who can build the best environment and who can make the most optimization and algorithmic choices to leverage all this learning from this environment." "So the next year is all gonna be about that. It's about how open-weight model labs are differentiating and really getting the model to meet the real world." "Project out in a year, there's not gonna be any difference." Simon Mo
2:04

Inferact Co-founder Simon Mo on the trajectory of open and closed models: "What really differentiates open-weight models from closed-weight models, right? In the end, there's not much differentiation. It's more about the distribution strategy and go-to-market strategy... Capability-wise, I don't really see a big gap, not even today." "It's not about just source data. It's not about where to get the data from. Rather, it's who can build the best environment and who can make the most optimization and algorithmic choices to leverage all this learning from this environment." "So the next year is all gonna be about that. It's about how open-weight model labs are differentiating and really getting the model to meet the real world." "Project out in a year, there's not gonna be any difference." Simon Mo

a16z

33,782 просмотров • 24 дней назад

🚨 Claude Code costs $200/month. GitHub Copilot costs $19/month. Jack Dorsey's company built a free alternative. 35,000 GitHub stars. It's called Goose. An open source AI agent built by Block that goes beyond code suggestions. It installs, executes, edits, and tests. With any LLM you choose. Not autocomplete. Not suggestions. A full autonomous agent that takes actions on your computer. No vendor lock-in. No monthly subscription. Bring your own model. Here's what Goose does: → Works with ANY LLM. Claude, GPT, Gemini, Llama, DeepSeek, Ollama. Your choice. → Reads and understands your entire codebase → Writes, edits, and refactors code across multiple files → Runs shell commands and installs dependencies → Executes and debugs your code automatically → Extensible through MCP. Connect it to any external tool. → Desktop app, CLI, and web interface. Pick your workflow. → Written in Rust. Fast. Lightweight. No bloat. Here's the wildest part: Block is a $40 billion company. They built Cash App, Square, and TIDAL. They use Goose internally. Then they open sourced the entire thing. This isn't a side project from a random developer. This is production-grade tooling from a company that processes billions in payments. Built for their own engineers. Given to everyone. Claude Code: $200/month. Locked to Claude. GitHub Copilot: $19/month. Locked to GitHub. Cursor: $20/month. Locked to their editor. Goose: Free. Any LLM. Any editor. Any workflow. Forever. 35.3K GitHub stars. 3.3K forks. 4,078 commits. Built by Block. 100% Open Source. Apache 2.0 License.
1:49

🚨 Claude Code costs $200/month. GitHub Copilot costs $19/month. Jack Dorsey's company built a free alternative. 35,000 GitHub stars. It's called Goose. An open source AI agent built by Block that goes beyond code suggestions. It installs, executes, edits, and tests. With any LLM you choose. Not autocomplete. Not suggestions. A full autonomous agent that takes actions on your computer. No vendor lock-in. No monthly subscription. Bring your own model. Here's what Goose does: → Works with ANY LLM. Claude, GPT, Gemini, Llama, DeepSeek, Ollama. Your choice. → Reads and understands your entire codebase → Writes, edits, and refactors code across multiple files → Runs shell commands and installs dependencies → Executes and debugs your code automatically → Extensible through MCP. Connect it to any external tool. → Desktop app, CLI, and web interface. Pick your workflow. → Written in Rust. Fast. Lightweight. No bloat. Here's the wildest part: Block is a $40 billion company. They built Cash App, Square, and TIDAL. They use Goose internally. Then they open sourced the entire thing. This isn't a side project from a random developer. This is production-grade tooling from a company that processes billions in payments. Built for their own engineers. Given to everyone. Claude Code: $200/month. Locked to Claude. GitHub Copilot: $19/month. Locked to GitHub. Cursor: $20/month. Locked to their editor. Goose: Free. Any LLM. Any editor. Any workflow. Forever. 35.3K GitHub stars. 3.3K forks. 4,078 commits. Built by Block. 100% Open Source. Apache 2.0 License.

Nav Toor

394,189 просмотров • 4 месяцев назад

Local models just got a free intelligence upgrade. Someone took the new Qwen3.8-27B (the one that already runs in 22GB) and only changed the chat template. No fine-tune. No new training. Just a smarter system prompt that kills all the filler and forces the model to stay sharp. Result: the same weights are now fixing real post-cutoff bugs faster and cleaner than Claude Opus 5 High in their tests. They call it the Sharp template. It’s free. Drop it on any Qwen3.5 / 3.6 / 3.8 model and it just works with llama.cpp. This is the kind of quiet upgrade that actually moves the needle for people running models locally.
0:39

Local models just got a free intelligence upgrade. Someone took the new Qwen3.8-27B (the one that already runs in 22GB) and only changed the chat template. No fine-tune. No new training. Just a smarter system prompt that kills all the filler and forces the model to stay sharp. Result: the same weights are now fixing real post-cutoff bugs faster and cleaner than Claude Opus 5 High in their tests. They call it the Sharp template. It’s free. Drop it on any Qwen3.5 / 3.6 / 3.8 model and it just works with llama.cpp. This is the kind of quiet upgrade that actually moves the needle for people running models locally.

Harman

73,661 просмотров • 11 дней назад

ComfyUI is now the first and only commercial license distributor for MiniMax (official)'s generative media models. MiniMax open weights have been downloaded through Comfy close to 20 million times. Not one of those downloads paid the lab a cent. That is the open-weight problem. Training frontier models is expensive. Adoption is not revenue. If open models are going to keep pace with the biggest closed labs, the labs need a way to get paid. So we built the bridge. Enterprises, studios, and agencies license through us. The labs get incentive to keep researching. Independent creators keep building exactly as they do now, funded by the organizations with budgets. A license only gets you the model. Our Forward Deployed Creatives embed with your team, train LoRAs on your style, build production workflows in your environment, and leave your people able to run and extend all of it. What they build is yours to keep. MiniMax is where we start, not where we stop. My assertion is that open-weight labs that survive the next two years will not be the ones with the best benchmarks. They will be the ones that solve distribution to paying customers first. Try for Free | Request a License today ⬇️
2:35

ComfyUI is now the first and only commercial license distributor for MiniMax (official)'s generative media models. MiniMax open weights have been downloaded through Comfy close to 20 million times. Not one of those downloads paid the lab a cent. That is the open-weight problem. Training frontier models is expensive. Adoption is not revenue. If open models are going to keep pace with the biggest closed labs, the labs need a way to get paid. So we built the bridge. Enterprises, studios, and agencies license through us. The labs get incentive to keep researching. Independent creators keep building exactly as they do now, funded by the organizations with budgets. A license only gets you the model. Our Forward Deployed Creatives embed with your team, train LoRAs on your style, build production workflows in your environment, and leave your people able to run and extend all of it. What they build is yours to keep. MiniMax is where we start, not where we stop. My assertion is that open-weight labs that survive the next two years will not be the ones with the best benchmarks. They will be the ones that solve distribution to paying customers first. Try for Free | Request a License today ⬇️

Yoland Yan

14,181 просмотров • 3 дней назад

THIS GUY MADE CLAUDE CODE AND CODEX TALK TO EACH OTHER not by switching between them, they literally talk to each other about your code in real time you give it a task. it spawns a Claude agent and a Codex agent in separate sessions. they share findings, challenge each other, and produce a combined result. he pointed them at an Express API with intentional security issues. within minutes they found SQL injection, hardcoded secrets, missing auth, and weak JWT config. one catches something and the other confirms it and adds context. they divide the work on their own for faster speed one command: /collab "review auth.js for security issues" that's it. you watch the conversation happen in real time. AND its open source with new models being integrated crazy to think that this was entirely vibe coded
1:09

THIS GUY MADE CLAUDE CODE AND CODEX TALK TO EACH OTHER not by switching between them, they literally talk to each other about your code in real time you give it a task. it spawns a Claude agent and a Codex agent in separate sessions. they share findings, challenge each other, and produce a combined result. he pointed them at an Express API with intentional security issues. within minutes they found SQL injection, hardcoded secrets, missing auth, and weak JWT config. one catches something and the other confirms it and adds context. they divide the work on their own for faster speed one command: /collab "review auth.js for security issues" that's it. you watch the conversation happen in real time. AND its open source with new models being integrated crazy to think that this was entirely vibe coded

Om Patel

25,318 просмотров • 5 месяцев назад

The apocalyptic crowd says AI is wiping out every white collar job overnight. I don’t think it happens that fast. Companies don’t move that fast. That’s just the reality says .Mike Novogratz But here’s what IS happening right now. The engineers getting laid off from Amazon and Meta? They’re not updating their resumes. They’re starting companies. Two people. Claude Code. A laptop. And suddenly you have a business. We are going to see an explosion of new companies and new innovation that nobody is modeling for. The jobs aren’t all disappearing overnight. But they are disappearing. One weekend. One CEO. One aha moment at a time.
1:01

The apocalyptic crowd says AI is wiping out every white collar job overnight. I don’t think it happens that fast. Companies don’t move that fast. That’s just the reality says .Mike Novogratz But here’s what IS happening right now. The engineers getting laid off from Amazon and Meta? They’re not updating their resumes. They’re starting companies. Two people. Claude Code. A laptop. And suddenly you have a business. We are going to see an explosion of new companies and new innovation that nobody is modeling for. The jobs aren’t all disappearing overnight. But they are disappearing. One weekend. One CEO. One aha moment at a time.

Anthony Scaramucci

37,918 просмотров • 5 месяцев назад

Weave is launching the number 1 prompt router in the world. It enables you to get 70% more efficient use of your tokens. We analyzed millions of prompts and found that the vast majority don't need a frontier model. Weave Router fixes that. It analyzes your prompt and routes it to the highest quality model with the lowest cost (across open and closed source models). This all happens in your current workflow on Claude, Cursor or Codex so you don't have to change a thing. Early customers have seen an ~70% reduction in costs without any slowdowns. Source code available.
0:47

Weave is launching the number 1 prompt router in the world. It enables you to get 70% more efficient use of your tokens. We analyzed millions of prompts and found that the vast majority don't need a frontier model. Weave Router fixes that. It analyzes your prompt and routes it to the highest quality model with the lowest cost (across open and closed source models). This all happens in your current workflow on Claude, Cursor or Codex so you don't have to change a thing. Early customers have seen an ~70% reduction in costs without any slowdowns. Source code available.

Adam Cohen

25,658 просмотров • 3 месяцев назад

SITUATION EXPLAINED: 70% of frontier model queries could run locally for free. clem 🤗, co-founder and CEO of Hugging Face: "There was an interesting study from Stanford published last year showing that 70% of the queries that people ask to ChatGPT could be accurately answered locally on your laptop. For free." "Most of the AI workloads that people do today with frontier models could be done by models that are cheaper, faster, more customizable, more controllable. And they don't do it because frankly it's a pain to pick the right model." "You're subsidized so you don't have to care because you have your subscription, so you route everything to Einstein. 'Hey Einstein, what's the weather today?'" "In normal life, he would be like, 'I'm not answering your silly question.' But because it's AI and subsidized by the AI labs, all the questions are getting routed to Einstein versus in an ideal world you have different models that are more specialized and better at answering your questions in different domains." "It's possible that routing is gonna redistribute a lot of the value capture from frontier models to a more long tail of models. It's like AI maturing... we are in the first phase where it's very simple, everyone using just one giant model. Now we're moving to the second phase."
3:35

SITUATION EXPLAINED: 70% of frontier model queries could run locally for free. clem 🤗, co-founder and CEO of Hugging Face: "There was an interesting study from Stanford published last year showing that 70% of the queries that people ask to ChatGPT could be accurately answered locally on your laptop. For free." "Most of the AI workloads that people do today with frontier models could be done by models that are cheaper, faster, more customizable, more controllable. And they don't do it because frankly it's a pain to pick the right model." "You're subsidized so you don't have to care because you have your subscription, so you route everything to Einstein. 'Hey Einstein, what's the weather today?'" "In normal life, he would be like, 'I'm not answering your silly question.' But because it's AI and subsidized by the AI labs, all the questions are getting routed to Einstein versus in an ideal world you have different models that are more specialized and better at answering your questions in different domains." "It's possible that routing is gonna redistribute a lot of the value capture from frontier models to a more long tail of models. It's like AI maturing... we are in the first phase where it's very simple, everyone using just one giant model. Now we're moving to the second phase."

MTS

50,185 просмотров • 2 месяцев назад

Sriram Krishnan reveals why it's easier to defend American code with a Chinese model than an American one right now: "I don't think it is great that the leading open weight models or open source models are not American. There's some great innovation happening with Moonshot and with DeepSeek and with Qwen, but I would much rather prefer that the leading models are American." "Linus Torvalds of Linux fame had a law that given enough eyes, all bugs are shallow. Open weight models are inherently secure because when you download a model off Hugging Face, the entire world can take it apart, inspect it, fine-tune it, look at it in ways that you absolutely cannot if they are closed." "There was an incident with Hugging Face that got reported on earlier today. Hugging Face seems to have found that somebody was using an AI LLM agent to hammer them at multiple places and to find ways to break in." "The way to counter that is to make sure American or Western or allies defenders have access to the best models to make our software just more secure." "It may be harder to look at your own code for exploits with Fable than it is when you use a Chinese model. That's just like a weird spot to be, and I think we should fix that." Sriram Krishnan
3:34

Sriram Krishnan reveals why it's easier to defend American code with a Chinese model than an American one right now: "I don't think it is great that the leading open weight models or open source models are not American. There's some great innovation happening with Moonshot and with DeepSeek and with Qwen, but I would much rather prefer that the leading models are American." "Linus Torvalds of Linux fame had a law that given enough eyes, all bugs are shallow. Open weight models are inherently secure because when you download a model off Hugging Face, the entire world can take it apart, inspect it, fine-tune it, look at it in ways that you absolutely cannot if they are closed." "There was an incident with Hugging Face that got reported on earlier today. Hugging Face seems to have found that somebody was using an AI LLM agent to hammer them at multiple places and to find ways to break in." "The way to counter that is to make sure American or Western or allies defenders have access to the best models to make our software just more secure." "It may be harder to look at your own code for exploits with Fable than it is when you use a Chinese model. That's just like a weird spot to be, and I think we should fix that." Sriram Krishnan

MTS

61,234 просмотров • 1 месяц назад

The entire AI industry is racing to build the smartest model. Satya Nadella just admitted that is not where the money is. The model is not the product. The harness is. That is the exact line. And it changes what Microsoft is actually competing on. OpenAI, Anthropic, Google, xAI, Meta every frontier lab is pouring hundreds of billions into training compute, chasing the next capability jump. Each betting that raw model intelligence is the moat. Microsoft is doing the opposite. It is building the harness the orchestration layer that sits above the model, connecting it to tools, data, permissions, sub-agents, and enterprise workflows. And it is letting OpenAI, Anthropic, and MAI compete to plug into it. "You need the model. But the model is not the product. The harness is." So do the math on what a harness actually does. A raw model dropped into an enterprise answers questions. That is a chatbot. A harness turns that same model into an agent that reads the SharePoint, edits the ERP entry, pulls the GitHub PR, updates Salesforce, and files the Excel report with the right permissions, the right audit trail, and the right sub-agent for each sub-task. The model provides the intelligence. The harness converts intelligence into work. Now here's where it gets interesting. "Even the best model in the world will feel broken without a great harness. And an okay model with a great harness can feel like magic." If that is true, the enterprise buyer is not buying model quality. The enterprise buyer is buying the harness. Which means model quality becomes a commodity input over time, and harness quality becomes the sustainable moat. Compare that to the strategy the entire frontier lab industry is executing. Everyone else is chasing the numerator raw intelligence. Almost nobody at scale is racing to build the denominator the orchestration layer that determines whether that intelligence can actually be deployed profitably inside a real company. The frontier model race has a 10 to 20 percent chance of producing a single dominant winner. Nadella just told the industry he does not need to be that winner. If OpenAI wins, Microsoft wins. If Anthropic wins, Microsoft wins. If MAI wins, Microsoft wins. If someone Microsoft has never heard of trains a better model in 2027, Microsoft still wins. Because the compute they train on, the harness they get plugged into, the enterprise contracts they get delivered through, and the products they sit inside are all Microsoft. He is not building the best AI model. He is building the layer that the best AI model has to run on to make anyone money. I wonder which position looks more valuable in ten years.
3:19

The entire AI industry is racing to build the smartest model. Satya Nadella just admitted that is not where the money is. The model is not the product. The harness is. That is the exact line. And it changes what Microsoft is actually competing on. OpenAI, Anthropic, Google, xAI, Meta every frontier lab is pouring hundreds of billions into training compute, chasing the next capability jump. Each betting that raw model intelligence is the moat. Microsoft is doing the opposite. It is building the harness the orchestration layer that sits above the model, connecting it to tools, data, permissions, sub-agents, and enterprise workflows. And it is letting OpenAI, Anthropic, and MAI compete to plug into it. "You need the model. But the model is not the product. The harness is." So do the math on what a harness actually does. A raw model dropped into an enterprise answers questions. That is a chatbot. A harness turns that same model into an agent that reads the SharePoint, edits the ERP entry, pulls the GitHub PR, updates Salesforce, and files the Excel report with the right permissions, the right audit trail, and the right sub-agent for each sub-task. The model provides the intelligence. The harness converts intelligence into work. Now here's where it gets interesting. "Even the best model in the world will feel broken without a great harness. And an okay model with a great harness can feel like magic." If that is true, the enterprise buyer is not buying model quality. The enterprise buyer is buying the harness. Which means model quality becomes a commodity input over time, and harness quality becomes the sustainable moat. Compare that to the strategy the entire frontier lab industry is executing. Everyone else is chasing the numerator raw intelligence. Almost nobody at scale is racing to build the denominator the orchestration layer that determines whether that intelligence can actually be deployed profitably inside a real company. The frontier model race has a 10 to 20 percent chance of producing a single dominant winner. Nadella just told the industry he does not need to be that winner. If OpenAI wins, Microsoft wins. If Anthropic wins, Microsoft wins. If MAI wins, Microsoft wins. If someone Microsoft has never heard of trains a better model in 2027, Microsoft still wins. Because the compute they train on, the harness they get plugged into, the enterprise contracts they get delivered through, and the products they sit inside are all Microsoft. He is not building the best AI model. He is building the layer that the best AI model has to run on to make anyone money. I wonder which position looks more valuable in ten years.

Vikram M

21,463 просмотров • 1 месяц назад

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.
0:47

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 просмотров • 2 месяцев назад

Aravind Srinivas just explained why China’s open-source AI may become more powerful than ever. And why Anthropic has lobbied very hard for export control. "the only reason why there is even a 12-month gap between open source and frontier models is export controls. But there is a chance that, because of that, they now get really good at the physical layer. One advantage they (China) have is that they can actually build data centers a lot faster. Power is not a problem. Permits are not a problem. People are not a problem. Labor is not a problem. Expertise is not a problem. And so, by forcing them to go out there and build all this, you are converting them into a far more potent competitor." --- From "20VC with Harry Stebbings" YouTube channel (Harry Stebbings ), link in comment
0:57

Aravind Srinivas just explained why China’s open-source AI may become more powerful than ever. And why Anthropic has lobbied very hard for export control. "the only reason why there is even a 12-month gap between open source and frontier models is export controls. But there is a chance that, because of that, they now get really good at the physical layer. One advantage they (China) have is that they can actually build data centers a lot faster. Power is not a problem. Permits are not a problem. People are not a problem. Labor is not a problem. Expertise is not a problem. And so, by forcing them to go out there and build all this, you are converting them into a far more potent competitor." --- From "20VC with Harry Stebbings" YouTube channel (Harry Stebbings ), link in comment

Rohan Paul

139,052 просмотров • 2 месяцев назад