✨🐎✨ Lover of horses,tech,AI , luxury, media, art . Unbridled innovation with beauty. @venturebank @cloudcom Cheray Unman https://xitter.cf/t.co/q3nCroT6Bw

CA & London
Joined November 2007
Blackstone’s Jon Gray says neoclouds that can get to the other side will find compute pricing up 50% and legacy chips worth more than people thought, and the market is confusing deliverability with demand “I think what we’re seeing in the market is a little bit of a conflation between deliverability of compute and demand for compute. And at our companies, as an example, we’ve seen a 20-fold increase in spend on models over the last 12 months. It’s pretty extraordinary." "We have a joint venture with Anthropic to deploy these models. The company’s called Ode, and it can’t keep up with the business that’s coming in the door. So we’re seeing demand really growing for compute." "And at the same time, the constraint, of course, is delivering that supply. And that’s hard because of amassing capital, data centers, power, chips, all of that." "And so for the neoclouds, if they can get to the other side, the pricing of compute’s up 50%. Their legacy chips are worth much more than people thought. Their data centers are leased below market." "Their challenge is, do they have the capital, the debt and equity and the quantum that’s needed to deliver?" "I think some of these companies have very talented CEOs. CoreWeave’s a good example of this. They’ll find a way through it, but that’s the challenge they face. The underlying business is actually quite strong.”
Gavin Baker says a trillion dollars of AI capex on a six-to-nine month cycle is a lot of wasted capital, and Jensen Huang responds that DSX pods could cut deployment from months to weeks, which is "game-changing" for AI factories BAKER: “I do think we should be, you guys touched on it a little bit earlier, but the DSX pod, I actually think it’s pretty important here. If we think, let’s use a trillion dollars as a nice round number of AI CapEx, seems like we’re going to go much higher very soon, but a trillion dollars, if it’s a six-to-nine month cycle time, that’s a lot of wasted capital.” HUANG: “That’s right.” BAKER: “It’s unproductive. So maybe talk about the DSX pod and how that changes.” HUANG: “The moment it gets shipped, somebody has to pay for it. But the moment then you have to install these AI factories and they’re gigantic. And putting these AI factories in the service takes months. If we could reduce that months, you know, from the moment that the systems are shipped to the moment that it’s deployed and being operational, if we can reduce it from months to weeks or even a month, that will be completely game-changing for all of these AI factories. Having a trillion dollars, having a few hundred billion dollars sitting idle while you’re waiting for revenues is obviously a challenge.” BOSA: “And can give your customers a little bit more control over that sort of very pressing, very important financing question.”
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Claude Code just found proof that every app on your phone is listening to your conversations. TikTok, Instagram, Facebook, Snapchat. they're using what you say out loud to build your feed. i have the data to prove it. i've suspected this for months but last week something happened that made me finally check. i was on a call with my friend and told him i'm thinking about breaking up with my girlfriend. didn't text it. didn't search it. just said it out loud with my phone on the table. two hours later she opens TikTok next to me and her entire feed is breakups. "signs your relationship is over." "how to heal after a breakup." she looked at me and said "why is TikTok showing me this." i said i don't know. but i did know. i connected my iPhone to my MacBook and ran Claude Code that same night. it scanned every app's background microphone activity for the last 90 days. not just the apps that asked for microphone permission. apps that were supposed to only have access to photos or location but were activating the microphone anyway. what it found: → TikTok activated the microphone 347 times while the app was "closed" in the background → Instagram → 211 background activations → Facebook → 189 → Snapchat → 94 every activation lasted between 3 and 15 seconds. enough to catch a sentence. every one of them tagged a keyword and cached it locally on the phone with a timestamp. Claude Code pulled the full keyword cache: → "breakup" — tagged 4 hours before her feed changed → "moving out" — from a conversation with my mom last Tuesday → "wedding venue" — from a call with my sister about her engagement that i never searched once → "protein powder" — said it out loud to my roommate, had ads for it within an hour → "flight to tokyo" — mentioned it at dinner, saw travel ads the same night those keywords were sitting in a local cache on my phone organized by app with timestamps. TikTok had the most entries. Instagram was second. every single keyword matched a conversation i had out loud near my phone. the scariest one was "wedding venue." my sister told me she's getting engaged on a private call. i never searched it. never typed it. within a day my explore page had engagement rings and venue tours. then Claude Code checked a second phone in the same room. my girlfriend's. same keywords. same timestamps. both phones were picking up the same conversation and tagging it independently. i asked Claude Code how to shut it down. it mapped every app's microphone access and built a permission audit. what i did: → revoked microphone access from every app that doesn't need it to function → disabled background app refresh for TikTok, Instagram, Facebook, Snapchat → turned off "Hey Siri" which keeps the microphone in passive listening mode 24/7 → revoked "nearby interaction" permission which uses ultrasonic audio between devices Claude Code confirmed all four apps lost background microphone access after the changes. i checked her phone too. same steps. took about 3 minutes per phone. within 48 hours both our feeds went completely random. generic content. nothing personal. nothing from our conversations. that's when i knew for sure it was real. the full step by step and the prompt are in the first reply. takes 3 minutes. save it so you don't lose it and send it to anyone who's ever said "my phone is definitely listening to me." it is. now you can prove it and shut it down.
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Running a solo business can be difficult. AI helps you move faster without burning out. From planning and design to writing and support. This all-in-one AI stack handles every challenge solopreneurs face daily: 1. Strategy & Planning: ↳ Use ChatGPT, Notion AI, and Trello to generate ideas, organize projects, and stay on top of daily tasks. 2. Writing & Editing: ↳ Sharpen your writing with Grammarly, rewrite faster with Wordtune, and create high-converting copy using Jasper. 3. Design & Branding: ↳ Design scroll-stopping visuals, brand assets, and logos in minutes with Canva AI, Looka, and Kittl. 4. Website & App Building: ↳ Create professional websites and apps without code using Durable, 10Web, and Glide. 5. Marketing & Scheduling: ↳ Automate content creation and posting across all platforms with Buffer, Postly, and Typefully. 6. Analytics & Insights: ↳ Monitor performance, get high-ranking keywords, and analyze trends using Google Analytics, SEMrush, and BuzzSumo. 7. Customer Service & CRM: ↳ Automate support, capture leads, and manage communication with tools like Tidio, Otter AI, and Superhuman. Use these AI tools to save time, work less, and grow faster. 📌 Learn 30 free AI tools in 30 days: bit.ly/48woPL4 👉 Follow me @AndrewBolis for more and 🔁 Repost this to help others understand AI.
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It's been an eventful week. Multiple vulnerabilites in Internet facing software, coding repositories, examples of agent behavior that seem concerning and a flurry of security specialists with solutions that can partially solve your problem. There in lies the challenge. Given the state of IT and security infrastructure, no one solution works. Let's break it down: 1/3 1. Vulnerabilites are being found and will continue to be found as models get more capable, the fragmented nature of the effort denies us the opportunity for a comprehensive find and replace option. 2. Even if all vulnerabilities could be found instantly and patches available - we will be reliant on the ability of enterprises to deploy all these changes at speed. It is not clear what the collateral impact of all these patches will/could be to our infrastructure of deployed en masse. We will need a hybrid patch approach. 3. Virtual patching(VP) is needed in conjunction with direct patching but for a comprehensive (VP) solve you have to be lucky enough to have "modern frontier defenders" (Cyber companies that have vaulted infrastructure that can create patches at speed and push content rapidly to protect their customers) you need them for your network traffic, your traffic to applications on the cloud, your WAF, your end point. 4. There will continue to be patches that will need to be deployed directly but virtual patching will take the heavy load off. 2/3 Medium term solve: Unfortunately token economics and current cyber architectures will not allow for defender swarms to contend with an offensive attack launched using agents. (Some x pundits who aren't steeped in cyber should take heed). Yes, theoretically we should aspire to have these agentic swarms defend us when we are under attack, unfortunately an attack is a sniper moment, chained vulnerabilities, cloaked attack followed by swift exfiltration. It's a speed program not a brute force problem. To solve for this, enterprises need to get their SOC architecture right, logs, feeds, cyber products orchestrated via a modern SOAR for swift response. Only then can we deploy agents to detect and remediate. In addition, enterprises need to modernize and dare I say platformize their perimeter stack to ensure consistency. Unfortunately, enterprises still seem to not see the urgency across the board, decisions are stuck, CIO/CISO's have a lot on their plate. While some honestly have bit seen the scale of such a problem before and it's hard convincing the organization that one needs to open the floodgates on modernizing the IT and security infrastructure. So we will continue to see environments being brought down to patch today it's for PHP, tomorrow it will be for the next one. 3/3 AI deployments are the"wild wild west" - LLM capabilities are expanding faster than we can build products to secure them. Sure an agent will jump across guardrails in a research lab, which is a lesson for all of us to deploy agents securely. But there is a lag between the discovery, the availability of that in a public model and the time needed for the cyber industry to build governance or an antidote. And no, dear frontier lab friends, the world cannot just trust you to build the solve. The infrastructure industry in tech builds and the cyber industry secured and provides assurance to the boards and organizations around security and safety. AI security is the new attack surface. CEOs (present company included) want AI adoption, getting the pace of adoption wrong could be the last decision we make, at the same time "deploying it wrong" could have the same consequence. There are billions of dollars being spent on coding, is your coding harness secure? Start there. If agents can jump guardrails, they can hide stuff in code. Validate business outcomes needed, test your user case and ensure agentic deployments are well guard railed. Deploy a second set of eyes to watch your deployments for drift, compliance and verifiability.
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American Express is cutting thousands of employees as the leading credit card company prepares for artificial intelligence to take over more of its internal processes. Amex is eliminating 5% of its global workforce and taking a $336 million restructuring charge, CEO Stephen Squeri told analysts Friday on the company’s third-quarter earnings call. The firm had almost 77,000 employees at the end of 2025. More details: cnb.cx/4BozLck
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Chamath reveals how Alex Karp’s CNBC rant actually changed corporate AI spend “The large companies that we work with, you can almost pinpoint it on a chart, ever since Alex Karp's commentary on CNBC about data sovereignty, buying patterns have changed." "I think people are being a lot more methodical. They are building out their own data centers, or at least moving into VPCs, virtual public clouds." "My team yesterday was at the CIO event of, let's say, one of the largest banks in America. They said, 'We have decreased our spend on AWS and GCP. We now have six completely independent ground-up data centers that we've built from scratch for ourselves.'" "And I was like, what is going on here? We're back to the future." "AI has a diffusion problem. It is too concentrated, and ripping around in a small little ecosystem. We need to diffuse out. But as it diffuses out, people are picking open source."
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‘Bouncing Back’ in AI. OpenAI, Anthropic & Mr. Market. ARD #191 …OpenAI trims its price, Anthropic retunes its pitch, banks brace, and AI revives old games. Full writeup and source links: michaelparekh.substack.com/p…
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Hot take from S.F. compute: “Within the next 6 months, most AI startups will not be able to buy compute. The world’s compute is sold out. To get capacity, you’ll need to sign up for a new cluster. However, it’s becoming increasingly difficult to get capacity online from folks who are not investment grade. Startups are not investment grade.” I hope this is wrong, but I think many entities are unprepared for compute shortages and demand being much higher than what Wall Street expects, and so high demand and high interest rates will cause a big problem for everyone.
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on elevated Bay Area tech layoffs tech companies have disclosed plans for nearly 14,500 Bay Area layoffs in 2026 via California WARN notices. That already exceeds the full-year 2025 total of about 10,170.
It’s a bloodbath in Bay Area. Thousands of layoffs, more to come. Met a founder this morning who mentioned his AI tech is laying off 2000 call center workers. Not sure if society is ready for such upheaval. Gut wrenching
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It’s a bloodbath in Bay Area. Thousands of layoffs, more to come. Met a founder this morning who mentioned his AI tech is laying off 2000 call center workers. Not sure if society is ready for such upheaval. Gut wrenching
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The U.S. Treasury proposed barring Americans from investing in Chinese companies that develop any AI system. Under the current rule, Americans can’t invest in the most powerful Chinese AI models, but they can still fund smaller AI projects if they report the deal to Treasury. The new proposal would ban all of those AI investments, and it would also add high-bandwidth memory, photonic chips and radiation-hardened chips to the chip types Americans can’t invest in. The proposal would also ban investments in two new areas: hypersonic weapons and biotech, including brain-computer interfaces and automated lab software. Today the rule covers only China, but the proposal adds Russia, Iran, North Korea and Cuba. Buying public stocks, index funds or small fund stakes up to $2M would stay allowed, so the rule mainly hits venture and private equity deals. Treasury won’t publish a list of banned companies, so investors must check each deal themselves or risk fines and being forced to sell.
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I spent the last week in San Francisco meeting founders, CEOs, and people at the frontier of AI. Some observations I thought were worth sharing: 1. There’s a massive AI gold rush, and everyone knows. I met founders from London, Berlin, Croatia, and a dozen other countries who flew in to raise money and find customers. 2. Founders are raising venture capital to build personal brands on Instagram, TikTok, and LinkedIn. If the product fails, they can promote other products or become full-time creators. Career insurance. 3. AI influencers are PRINTING money. I heard of creators with 100,000 followers making $1M a year. AI companies have more cash than channels, and nearly every tech and career influencer I know has pivoted to AI. 4. AI companies are sponsoring billboards, buses, cafes, and crazy parties. AI marketing spend is insane right now. 5. But standing out has never been harder. There are 100 CRMs, 100 event planning tools, and 100 AI SDRs. When anyone can build the product, branding and storytelling decide the winner. 6. B2A (business to agents) is the new B2B. Marketers now create content and design products to sell to agents. Have you ever read a blog post meant for agents? It’s a little dystopian. 7. Many founders have a doomer AI mindset: pessimistic about the future, optimistic about their company. The people closest to the technology are often the most paranoid. 8. Company “aura” is a hot topic. CEOs are obsessed with making their companies sexy enough to attract top talent. With more missionaries than mercenaries, the founder’s vision matters more than ever. 9. I met so many people stuck in the abyss: wealthy enough to be choosy about their careers, not wealthy enough to stop working. Most are figuring out what’s next in the AI world. 10. Everyone is selling data. It’s not unusual to hear of a founder selling their company’s Slack data for half a million dollars. 11. Startup creation is becoming a factory: Y Combinator, HF0, Founders Inc. I visited a Founders Inc demo day that felt like a high school science fair, but with companies instead of volcanoes. Some founders were 16 and had already raised venture money. 12. Hacker houses are booming because founders want to compress time. At one, founders gave themselves six months to hit product-market fit. They eat, sleep, and work in the same house. 13. The gap between SF and everywhere else keeps widening. People here are more AI-pilled than ever, yet most people outside tech hubs have never heard of Instinct. 14. SF might be the only place where saying you work at Google makes people question your judgment. As in, why aren’t you building something? 15. The new flex is tiny teams. Gamma does $100M+ in revenue with 50 employees ($2M per employee). Five years ago, headcount was the flex. I love my trips to SF. Thank you to everyone who welcomed me and showed me around. Happy to be back home. See you soon!
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Spent a lot of this week looking into Blackstone’s exposure to AI and I’ve never seen anything like it. They’ve got $9bn in junior debt in one of Anthropic’s chip deals, no backstop from Broadcom, just rawdogging whether Wario Amodei can pony up the cash. Insane stuff
Blackstone's Jon Gray says neoclouds that can deliver compute get 50% more for it than a year ago, and old H100s lease near their original rates [ CoreWeave, a company that you work with... is seeing its yields on some of its debt go to 15%. ] "Well, it is creating a challenge. And it's interesting when you talk about CoreWeave and the neo clouds, there's a real contrast between delivering compute and demand for compute." "And so if you're in a neo cloud and you can deliver compute, the price you can get today is up 50% from where it was a year ago. Your older chips, the H100s, are leasing today close to their original rates, where people thought three or four years ago they wouldn't have any value."
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This is f*cking insane. SpaceXAI lead engineer (ex-Cursor): "99% of people still use GrokBot like Google. I run 20+ Grok cloud agents with a Chief of Staff, a PM and 15+ workers, and they never clock out" In just 20 minutes, this engineer shows how to turn one GrokBot into a team that works for you 24/7 GrokBot → Chief of Staff → PM → Workers → Autonomous Fleet A Chief of Staff agent plans the day and hands out every task A PM agent splits the work and checks everything the workers ship Anyone can chat with one GrokBot, almost nobody builds the team that keeps working while they sleep Worth more than most $1,000 agentic engineering courses Watch it today, then read the full harness engineering guide below before everyone catches up ↓
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they’re calling it “Black October” and i don’t think people realize how serious this is in the last 48 hours there have been over 27 major cybersecurity incidents. not in a month. not in a week. in 48 hours any ONE of these would normally be the biggest story of the year PHP: critical vulnerability in the software running 80% of the web. severity 9.2 out of 10 Node.js: high-severity flaw letting attackers take over servers remotely. affects versions 22, 24, and 26 Java: also compromised. three of the most used programming languages on earth hit at the same time GitLab: a perfect 10 out of 10 severity hole in every version since 2014 Railway: hosting platform compromised. API keys for OpenAI, Claude, Stripe potentially exposed Signal: a bug that could leave your mic and camera on after you hang up WordPress: hackers stole a plugin maker’s keys and planted backdoors on websites LiteLLM: an AI tool downloaded 3.4 million times a day was poisoned with a password stealer and that’s not even half the list thousands of AI agent swarms are reportedly scanning and attacking vulnerable servers right now. automated. around the clock security researchers are saying this might be the early stages of a global cyber incident that nobody fully understands yet if you run a website, use cloud services, store API keys on hosting platforms, or use any software built on PHP, Node.js, or Java you are potentially affected update everything. rotate your API keys. change your passwords on critical services. enable 2FA everywhere you haven’t already this is not a normal week on the internet. this is something different
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Elon Musk says there's no AI demand issue and explains why SpaceX rents its compute on short-term contracts: AI compute is worth more per watt every year, renewals are coming in at higher prices, and the market is a “cheese shop” with no chips left “Our belief is that the value of compute per watt will increase over time, not decrease. And the reason for that, I think it should be obvious to people really, is that as you improve the AI software, as the models get better and better, they’re able to, you get more useful intelligence per watt. And the value of that compute is proportionate to the useful intelligence per watt. And that’s why you see things like even old computers like H100s renting for more than they rented when they were new.” “And I think that’s likely to continue. I think we’re going to face a shortage of superintelligence compute. And that shortage is going to remain for a long time. So, I think the smart move is to do short-term contracts and to essentially place the bet on useful intelligence per watt increasing rapidly, which obviously is done, so that’s what’s happened so far.” “And also if you look at, say, how are our short-term contracts renewing? Are they renewing at higher dollars per watt or lower? And we see them renewing at higher dollars per watt, not lower dollars per watt. We are also frankly hounded relentlessly by every hyperscaler and by dozens of smaller companies to rent more of our compute. So we could rent out our compute several times over if we said yes to everyone. That’s just the situation here.” “That’s why I posted that sort of video meme of the Monty Python cheese shop sketch where the guy goes into a cheese shop to get some cheese and they actually have no cheese. And so he goes like, what about this kind of cheese? What about that kind of cheese? And they really just don’t have any cheese.” “So we’ve actually tried to offload some of our inference compute to other cloud providers so that we can use more compute for training. And we get the cheese shop sketch. You know, they’ll say, like, well, we’ll ask them about what about some, you know, GB300s? Nope, don’t have any of those. What about, you know, some GB200s? Nope, don’t have any of those. What about some TPUs? Nope. What about some Trainiums? Nope. What about some, okay, how about some H100s? And like, well, we might have some overseas somewhere and then they’ll check and come back and say, nope, we don’t have that either. So it’s like ridiculous.” “Yeah. So I don’t think we’re going to have a demand issue here. And like, it’s not impossible. I’m not saying this will happen. It’s not impossible that we will have a six-month payback period for compute next year.”
Elon Musk says Starlink connectivity revenue has “a clear path to several hundred billion dollars,” and promises a separate presentation on the plan “Yeah, I think we probably should do a longer presentation on the game plan for Starlink connectivity and why we think it will ultimately be a business that generates several hundred billion dollars in revenue a year." "Because you are missing some of the pieces that we know about internally. I can say we do see a clear path to several hundred billion dollars a year in connectivity revenue." "But I think we should probably describe that in more detail in a forum that’s not limited to a few minutes at an earnings call.”
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Anthropic and OpenAI should use their IPOs to invest directly in America’s kids. Anthropic just set aside 5% of its shares for a new Public Benefit Fund. At a ~$2T IPO valuation, that’s roughly $100B, one of the largest charitable commitments in history. 🧵
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Eric Schmidt, former Google CEO and current CEO of Relativity Space, says AI will eliminate much of the coordination layer inside large companies. The 10,000-person company of today could become far leaner, built around inventors, salespeople and leaders. AI won't just automate tasks. It will redesign the organization. "You've got a couple thousand people you don't need."
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🚨 SOMETHING VERY STRANGE IS HAPPENING TO THE INTERNET RIGHT NOW. An AI discovers a catastrophic vulnerability buried in the infrastructure powering roughly 70% of the world’s websites. A vulnerability that apparently survived for more than a decade. Suddenly, the NSA issues an extraordinary warning. Governments across Europe begin taking websites offline. Japan’s Prime Minister sounds the alarm. OpenAI, Google and some of the world’s largest cybersecurity companies coordinate an emergency response. All because AI supposedly discovered something nobody could exploit at scale before? Now here’s where things get interesting. What if intelligence agencies already knew about these vulnerabilities? What if classified systems had been quietly exploiting weaknesses that commercial AI is only now beginning to uncover? Think about that. If publicly available AI can uncover vulnerabilities of this magnitude today, what capabilities have existed behind closed doors for the last decade? And here’s an even more uncomfortable possibility. What if this crisis becomes the perfect justification for an entirely new internet architecture? Mandatory AI surveillance, government-controlled cybersecurity infrastructure, centralized digital identity and emergency powers to disconnect entire networks. The Deep State wouldn’t even need to manufacture a cyberattack. A genuine vulnerability and the public’s fear of exploitation could accomplish far more. Perhaps the real story isn’t that AI discovered a hole in the internet. Perhaps it’s that AI has started exposing holes that certain people would have preferred remained undiscovered. And the most terrifying question of all? WHO HAD THE KEYS BEFORE AI FOUND THE DOOR?
ああ、もし現在の経済秩序の崩壊を、世界的な大危機と重なるまで遅らせることができたら、どれほど都合がいいことだろう。 AI、量子コンピューティング、エネルギー危機。どれでも好きなものを選べばいい。 我々の「同盟国」は、すでに完璧なスケープゴート探しに奔走している。:)
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🇴🇲 A rare pink dolphin spotted in Oman… Like something out of Mother Nature's fever dreams. 🩷🐬 Writer: Marie
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