we live in an 𝕏 bubble ~2% of US households pay for AI 25% pay for SiriusXM 55% pay for cloud storage 91% pay for at least one streaming service everyone around us is talking about AI almost no one is paying for it yet that gap is the interesting part
went to openai devday and ngl the energy was kinda insane the title hits the screen and the whole crowd just loses it for a sec it deadass felt like an apple keynote except the thing everyone’s hyped about is what they’re gonna build next. https://t.co/6iwskoouPt
we spent the last 2 years making agents more capable now the infrastructure is being built to make them containable nvidia putting agent policy enforcement + telemetry + hardware isolation in the same stack is a pretty big signal the next generation of agents won’t just need better models they’ll need better boundaries
Feeling the AGI/ASI, few observations 1. Opus 5.5 really gives strong vibes of AGI (maybe not fully there, but we're very close, like 80%-90%). For example, few breakthoughs in training humanoids are needed. We need to move this intelligence into physical world. 2. I don't think Anthropic has discovered any magical formula. 3. Which means, SpaceXAI, Google, and others will soon follow. This prediction is based on the amount of compute they already have + additional compute being added all the time. 4. Never was more confident that Anthropic, SpaceXAI, Google, OpenAI, likely Meta, basically all big US AGI labs will have proper AGI in 2027. 5. And from there we'll move quickly to ASI territory (likely also in 2027). It looks like few GW of compute are enough for strong AGI, now imagine what we will able to do with 10-20GW of compute which are rapidly coming online. And then with 100GW-200GW... 2027 will be an utterly insane year.
just turned 22 ai engineer + solo founder building frontier AI infrastructure for decoding the physical world applied to YC twice. rejected twice apparently my F26 application was in the top 10%. Loading for YC W27 Batch talking to early users, chasing hard problems, shipping fast, and figuring out what actually matters looking to connect with more creatively technical and technically creative people
been building startups for a minute and somehow this 43 min talk still had me like wait… i needed to hear that 😭 sam altman breaking down how to turn an idea into an actual company definitely saving this one. imma be coming back to it. https://t.co/KpPkdS15pb
came to sf with one research question for dhyra 3 hours later i’m 19 tabs deep into ai models i didn’t know existed this was supposed to be a quick research session
model architecture is starting to feel less like a fixed neural network & more like a runtime route different inputs through different experts allocate compute dynamically change depth update memory adapt parameters at inference the interesting question is no longer just how big is the model? it’s what does the model choose to execute?
met sam at a gpt astra community night recently and we talked about ai and what i’m building in frontier ai infrastructure. i came away with a really good impression of him then i saw this old video of sam at 25 pitching loopt to someone in a diner. it’s strange seeing it now because loopt isn’t what people remember him for it made me wonder how many founders are in their loopt era right now the company they’re building today might not be the one they’re known for someday but it could be the one that teaches them everything they need to build the thing that is