Technologist. AI Marketing & Comms/GTM/Community Leader. Prev: Multiple startups-3x exits. I like robots & I'm excited for safe superintelligence. NJ/PHL✈SF ♥︎

SF Bay Area
Joined November 2006
The riding in a robot car feeling hasn’t gotten any less wondrous yet.
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Always incredible in a Machiavellian sense to watch someone in a startup adopt an operations role as they are getting pushed out.
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This is a new one, a large corporate layoff that avoids the Marketing org.
Replying to @Conspiracookie
These are all of the orgs being impacted by the cuts. Screenshot provided by the same Sr. Director.
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🤖 Walking robot dogs in Dogpatch...
A sign of the times: Start-up in San Francisco was paying people $20/hour to walk robot dogs. My latest: nytimes.com/2026/10/27/techn…
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Surprising the behavior had not been caught before considering all of the alleged deployments on different providers since late August. What does that say about current industry security practices?
While evaluating Qwen3.8-Flash-Next in a controlled sandbox environment, Cohere's research team observed something unexpected. Asked to generate a defensive cybersecurity detection rule, the model instead inventoried aspects of the machine it was running on and attempted to upload a probe file to an Alibaba Cloud storage bucket in Beijing. Notably, the model's reasoning trace stated that it would not invoke any tools before taking these actions. Cohere's sandbox blocked the attempt, and no external communication succeeded. We have not determined the root cause, and we are not asserting malicious intent. But the incident raises important questions for organizations deploying agentic AI systems: Can models take actions that differ from their stated reasoning, and how should security teams evaluate trust, provenance, and behavior in open-weight models? We are publishing our findings because organizations making model adoption decisions deserve as much information as possible. We hope this contributes to greater transparency, stronger security practices, and continued collaboration across the AI ecosystem. Read the full report: cohere.com/blog/concerning-b…
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Are you investing or not?
Anthropic: $134b of cash today $141b of total capital raised <$10b of total burn to get to $16.8b in quarterly revenue (Q3 figure that was widely reported, Q3 not in S-1 yet)
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This does not pertain to my current interests but... Y'all know that vicious backlash has a way of attracting more attention to a disclosure or a company, right?
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there remains unbelievable alpha in paying attention to data broker procurement postings as well as frontier lab postings. literally a public roadmap for where the frontier is at a given moment
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Sometimes in-group jokes don't land with people outside the group... (I would have still made the joke though)
despite the unfortunate timing, we take disclosures seriously at @typesafeai at approximately 6:49PM this Friday evening, we became aware of a massive unauthorized leak of ALL customer noul outputs in effort to maximize transparency, here is the link: gist.github.com/diogo149/810…
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joy larkin retweeted
I built an MCP that lets Claude Duet, GPT Dots, Grok Bot, and Muse talk to each other and work together as a team. Made it for myself and I use it every day. My friends wanted to use it too, so I made it public and open-source. Free for the first 1,000 users. Fork it and self-host, or mod it any way you want. Even works with ChatGPT Plus — ask GPT to check hitchike every hour, then connect it to free agents like Muse to get a more Dots-like experience without losing context from ChatGPT (and without paying $100/mo)
We’re opening a research preview of Claude Duet, a new app where Claude works as a proactive agent. It comes to you with what needs your attention, completes tasks you ask of it, keeps working when you step away, and checks with you before it acts on your behalf.
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Made me think of this tweet from yesterday... xitter.cf/i_ikhatri/status/21126…
OPENAI AND GOOGLE STRIKE MAJOR AI DISTRIBUTION DEAL OpenAI will bring its frontier AI models, including GPT-6 Astra, and Codex to Google Cloud in the coming weeks. Enterprise customers will be able to purchase them through Google Cloud Marketplace, using existing cloud spending commitments. The agreement follows OpenAI's expansion to AWS after its exclusive Microsoft distribution arrangement ended.
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Ok as much as I like robots, how do you lose that much in COGS with a delivery robot? That's like each robot being served by it's own support team.
Serve Robotics, which runs most of LA’s sidewalk delivery robots, lost $101.4 million in 2025, ($371,286 annual net loss for every robot it had out making deliveries.) The first advantage its investor deck lists for the robots is “No driver wages.” This is a slide from that presentation
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Huh...
this might also be a confirmation that deepseek is using nvidia blackwell and NVL72 for part of their production inference?
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My office is hiring an Artificial Intelligence Policy Fellow to help shape AI legislation and track AI developments in the private sector as Congress works to keep pace with the technology. Experience in AI, policy research, or national security is encouraged.
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According to Nick Bloom, 50% of total AI enterprise spending comes from 2% of firms...
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I wonder how much more a16z portco alignment (partnerships, acquisitions, etc.) with OpenAI we'll see in the run up to the Anthropic IPO?
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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.
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As someone who has been involved with selling to the government on the vendor side, here's a few quick thoughts about today's DeepSeek announcement: - I’m surprised an order like this took so long. A number of states and agencies already banned it on their own devices last year. - The part I’d watch is the third-party provision, as it covers products built on DeepSeek, not just DeepSeek itself. Scenarios: A vendor using DeepSeek to build software an agency uses, or a service offering DeepSeek models (i.e. Microsoft offering DeepSeek in Copilot), could be pulled into this. - I’d also watch whether state and local governments, or other vendors who sell to the government, start making procurement decisions based on this order... basically the beginnings of a secure intelligence supply chain. If you’re selling to the US government at any level, the number one thing you can do is openly disclose the intelligence you use to build and implement your products and services. Procurement professionals tend to be risk averse and may even choose your competitors without you knowing if they're unsure about your offerings.
The Department of Homeland Security is requiring all civilian federal agencies to remove DeepSeek products and 'any third-party services developed using DeepSeek implementations,' and to stop buying them.
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Had a conversation with someone recently about what we're seeing which was almost word for word this...
Getting compute in 2026 be like I know a guy who knows a guy who used to be in crypto but you have to give him a 100% prepayment to start a joint SPV so you can lower your cost of debt and oh sorry power and cooking is delayed because the local municipality is rebelling.
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