Interesting and sensible
The equation with GENERATIVE capacity is different.
Satya Nadella (Microsoft CEO) warns companies against giving away their alpha to model companies.
He calls it The Reverse Information Paradox:
"You're creating value for the model company versus capturing that value for yourself."
"I think it'll be important for every firm to be able to accumulate knowledge at increasing scales using AI versus leak."
"It doesn't need to be only by embedding your knowledge in weights. It can be in context. It can be in your evals."
"Every firm will have a private eval benchmark, which is their core IP. Every model comes in and tries to hill climb on that eval."
This is the most credible case for build over buy I've ever heard.
patternpulse retweeted
Anthropic -> OpenAI, second one today.
lots of news breaking these days so I may as well sneak mine in if anyone cares and share that I recently joined @OpenAI 🫡
my time at Anthropic was a fever dream in the best way possible. got to help build the growth function, work alongside some really really talented people, and tackle some of the most challenging problems of my career.
incredibly grateful for the experience and excited for what’s ahead. also in case you were wondering, Ant has better coffee/drinks and OAI has better snacks.
patternpulse retweeted
the quality of the commentary on the state of #AI is astonishingly low.
the number of people who do not actually understand the state of Chinese models, the utility of open weights, the reality of the enterprise, the sovereignty necessity, the irrelevance of 95% of what they believe they understand AI to be ...
(so many believe it to be theft-based creative tech, not what it is, pattern based GENERATIVE tech, say that word over and over again and really sit with it)
the number of people who both over and underestimate aspects of this shift ...
no one understands anything.
(visual from a client briefing on the state of the public/insider/expert AI opinion world)
🤖 Made with AI
Mistral CEO: Europe faces ‘complete trap’ without frontier AI
politico.eu/article/mistral-…
patternpulse retweeted
Investors want Anthropic’s IPO priced near $1.5 trillion, not $2 trillion. What does that signal?
🗳️ Healthy price discipline
🗳️ The AI bubble is cracking
🗳️ Just negotiating theater
🗳️ Still way too rich
Cast your vote in The Information Polls app, and see what the rest of the tech industry thinks.
Download now to vote: thein.fo/4eKOhkZ
patternpulse retweeted
"However, I just cannot comprehend why the industry is not much more regulated, as its leaders and employees seem to request themselves. I meet a lot of people who have heard of the hugging face incident but don’t know the actual chain of events. If you don’t, you definitely should spend a least an hour reading about it."
My views on AI have radically shifted over the past few weeks, after spending way too much time reading about it and watching interviews of industry leaders and experts.
First, I really love the tools. I spend $200 on Claude every month and the product is worth every penny for me. Probably even more. I think the existing tools can deliver significant increase to future GDP and help us solve major global challenges faced by humanity.
However, I just cannot comprehend why the industry is not much more regulated, as its leaders and employees seem to request themselves. I meet a lot of people who have heard of the hugging face incident but don’t know the actual chain of events. If you don’t, you definitely should spend a least an hour reading about it.
I also do not know why we need to follow the path that frontier labs are following, to develop ever more powerful models. It seems to me that they are enormous gains that are readily available if we deploy the current technology in economic and scientific organizations without pursuing a super intelligence that they say might kill us and more likely wreak havoc in society. I know a lot of people think these warnings are marketing tricks, and that’s a reasonable assumption. But I don’t see the point of taking such risks.
My median scenario is that of many economists: AI will diffuse slowly and lift gdp growth by a percentage point or so, will cause some economic disruption on the way, but ultimately people will get new jobs and maybe work less.
However, I am deeply uncomfortable with the absolutely wild level of uncertainty around this prediction. And to be honest, even setting the doom scenarios aside, I find the utopia scenarios of some industry leaders actually dystopian. And I think a large majority of the public would agree if they paid attention to what they’re saying. To their credit, they themselves agree publicly that they should not be the ones making these choices. A large majority of the public is now very skeptical of AI as a source of human progress, in particular among younger adults who use it the most. They should have a say.
I don’t want to convince you of anything but to get informed about this topic, express yourself and vote accordingly.
patternpulse retweeted
🎯🎯🎯🎯🎯
AI can recognize patterns, but it can't decide which questions are worth asking.
MacArthur President John Palfrey argues that democracy runs on people showing up and asking the next one, and when we outsource that, it stops. Read the full piece in @ProSyn: project-syndicate.org/commen…
👀
Google put an AI computer in outer space, and it has to shut itself off about every 15 minutes because it's overheating.
Outer space is around minus 455 degrees Fahrenheit, so that sounds backwards, but the emptiness that makes space so cold is the same thing cooking the chips.
Think about how your laptop stays cool. A little fan blows air over the chip and the air carries the heat away. Big data centers do the same thing on a massive scale, with water pipes running out to cooling towers. All of it works because there's air and water around to soak up the heat. Up in orbit there's basically nothing. A vacuum is one of the best insulators there is, which is the whole reason your thermos keeps coffee hot all day.
So the only way a satellite can get rid of heat is to glow it off.
Anything warm gives off infrared light, you just can't see it, and in space that faint glow is the one way out. A physicist named Josef Stefan worked out the math back in 1879. The heat a surface throws off goes up with the fourth power of its temperature, so if you double the absolute temperature it sheds 16 times as much. And while all this is happening, the sun is beating down on the other side of the satellite.
Google's test satellite is about the size of a fridge. It has four of Google's AI chips on board and solar panels that make around one kilowatt, roughly what your microwave pulls. Even on that little power, the chips can't run nonstop. They work for about 15 minutes, then shut off and wait for the radiators to catch up. The haiku Sundar posted came out of one of those runs.
Now scale that up to what a real AI data center runs on. One rack of Nvidia's GB200 servers pulls about 120 kilowatts, and pretty much all of it turns into heat. The International Space Station cools itself with six radiators, each about 76 feet long, and the whole system can dump 70 kilowatts.
So one rack of AI servers puts out almost twice the heat the entire space station was built to get rid of.
Google's long-range plan has around 80 satellites flying in a cluster about a kilometer wide, some only 100 to 200 meters apart, each one loaded with dozens of chips. A solar panel in the right orbit makes up to 8 times the power it would on the ground, and every one of those extra watts eventually becomes heat the satellite has to glow back out into space.
SpaceX has filed for a million satellites of its own, and Starship keeps pushing the price of a launch down. Cheaper launches mean you can afford to send up bigger radiators, and whoever builds the lightest radiator that dumps the most heat is going to own AI in orbit. For now, the satellite in Sundar's video still has to stop and cool down every 15 minutes or so.
patternpulse retweeted
There are good reasons for this move, and good reasons against them. It comes down to one of two approaches: competition, or public sector infrastructure.
Seems like Canada has (without many options) committed to the latter, not that there were many other ways to go, but this is the American vs Chinese approach, essentially. And infrastructure may be the better play. It may be the only play.
I don't think there's a lesson for founders here. This is a one-off with fairly obvious value structure. Were we going to build Canadian public infrastructure on OpenAI or Qwen? No. We are not. #AI
Ok, I'll bite. I grew up in Montreal and I want Canada to win in AI. I'm just not sure if this is actually good for Canadian AI industry/startup ecosystem.
- idk how canada as the lead investor is a good thing/signal for the canadian ecosystem.
- It tells young founders the way to win here is to get close to Ottawa.
- When the government owns part of a company, every other Canadian AI startup is now competing with a company their own government owns.
- "We're not American" works as a pitch in almost every country except the biggest market in the world. Would love to see more Canadian startups be #1 globally like how Shopify is a great model.
- How Canadian is the "Canadian champion" after a German retailer leads the round and it merges with a German company?
- Does "sovereign" mean the models are built in Canada, or just hosted there?
- Why share 165% ARR growth but not what the ARR actually is?
- What does the government’s stake come with, like a board seat or a say in decisions?
Congrats on the round, its massive but just thinking about the Canadian ecosystem and what's best for it
In China, the AI bubble has already burst reut.rs/48foPk1
patternpulse retweeted
wrote about "Black October," the PHP vulnerability, and the AI-fueled dread and panic I'm seeing among almost all of the cybersecurity experts I've ever known:
404media.co/php2shell-black-…
patternpulse retweeted
Last night, hundreds of people joined us and @MorePerfectUS at Webster Hall to hear from policy leaders, organizers, artists, and journalists about an alternate trajectory for the future of AI.
Read remarks from @NYCMayor and @linamkhan via @Gizmodo 👇
gizmodo.com/zohran-mamdani-b…
👀
We found DeepSeek V4.1 Flash 1017 beats GPT 6 Sol on our multi-step offensive cybersecurity task. Sol was tested via the Daybreak trusted access program.
We have been building a cybersecurity benchmark based on simulated corporate networks. This is a valuable indicator for the cyber-risk a model poses if in the hands of a bad actor. We plan to make the full evaluation public in the coming weeks but wanted to share our first immediate finding here.
RT @Tim_Dettmers: This is a very big deal. DeepSeeks inference system is on par with OpenAIs stack and better what Anthropic is running (at…
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