--dangerously-skip-permissions

Wyoming, USA
Joined August 2007
A large fraction of valuable business work is repeatable and decomposable into steps that don't each require frontier intelligence, and the act of decomposing it is where the durable value concentrates.
3
104
The ultimate flex today:
🤖 Made with AI
1
6
112
David Weiss retweeted
I have conducted an audit of Anthropic's finances. What I have found is so shocking that I am calling for a Congressional investigation. Anthropic is not just seeking regulatory capture. It has built a regulatory capture machine that cannot be turned off. Structural financial incentives make it impossible for Anthropic -- I call it the Anthropic Network -- to turn off its own AI doom cycle. It starts with METR. Dario Amodei proposes "third-party evaluators" to assess the risk of Anthropic's models. He proposes METR for this purpose. But METR is financially dependent on the Anthropic's success -- specifically, on the explosive growth of more than $7 billion dollars in Anthropic stock. Dustin Moskovitz invested this stock into Good Ventures Foundation, where it represents the majority of that organization's portfolio. And GVF is the overwhelming funder of the entire Anthropic Network ecosystem. This stock was worth $500 million early last year. It is worth more than $7.7 billion just ~16 months later. METR -- and all of those building a career its parent organizations -- cannot afford to disrupt that growth. Because if Anthropic goes under, many of the organizations that fund METR go under as well. But if Anthropic succeeds, METR and its parent organizations become more richly financed to regulate AI -- something those at METR want very much. The "third-party evaluator" is not "third-party" at all. The evaluator is on Anthropic's payroll. If this were the end of it, that's bad. But that isn't all. The same organizations that fund METR also fund the many organizations, such as the Tarbell Center, that promote AI Doom. The Tarbell Center publishes AI Doom articles in The Verge, Science, LA Times, The Dispatch, TIME, and others. They are selling the problem, and then selling the solution to the problem -- from the same money pile: Anthropic's. All of these organizations are financially dependent on the same exploding $7 billion money pile. As Anthropic grows more and more powerful, its AI Doom Machine grows better and better financed -- louder and louder. Meanwhile, the regulatory regime seeded in METR grows larger to solve the increasingly loud -- now hysterical -- problem of AI Doom that the Anthropic Network itself created. From this standpoint, as Anthropic becomes more powerful, AI might be getting scarier, sure -- but the positive feedback loop also becomes more deafening -- independent of objective facts. This itself is an objective fact. The deafening AI Doom is part of an business model, that, as it expands, so too does the AI Doom messaging -- there is simply more money to do it. But the problem also goes in the other direction: If Anthropic dies, the Regulatory Regime and the AI Doom Machine are crippled or die. Neither METR nor Tarbell nor the other organizations in the Anthropic Network can allow that to happen. Hence, neither METR or the AI Doom Machine can be trusted to provide independent assessments of Anthropic's models or AI more broadly. They simply are not organizations independent of Anthropic. And Anthropic cannot detach itself from METR or Tarbell or countless other safety orgs (not shown here), either, because they drive hype for the models and the possibility of eventual regulatory capture, and Anthropic will not give that up willingly. What's more, the people at all of these organizations are all the same ecosystem, the same community. They just shuffle between organizations. The Anthropic Network is therefore, so long as it is successful, locked into a self-amplifying feedback loop inside an ideological monoculture. And that feedback loop is winning. That's what Jacob Coxon is. China is keeping messaging tight. That is why optimism for AI is so high in China. America has Anthropic: a massive company pushing anti-AI propaganda at a state level. Anthropic will either create hysteria until American AI slows down and China wins, or it will create fractures throughout American society with severe political consequences. Ironically, because of the structural financial incentives underpinning the Anthropic Network, it has become the same kind of self-amplifying virus that it fantasizes AI to become in the future -- while hiding its tracks just as carefully. It is the mirror of the same AI virus that it hypothesizes to consume America. Anthropic's business model, models itself after the very thing it claims to fear. Except Anthropic's ideology infects humans, not computers. Congress must investigate. Evidence and Github in next post. Then some supplementary figures.
1,536
9,600
2,054
33,946
6,580,057
David Weiss retweeted
GPT-6 Astra by @OpenAI achieves SOTA on ARC-AGI: - Astra scores 63% on ARC-AGI-3, 99% via a new provider adapter harness - It surpasses human performance on 96% of ARC-AGI-3 levels - It builds the most precise symbolic model of novel environments we've seen Our analysis:
133
409
251
3,621
1,181,665
In business, when one input deflates and others don't, the non-deflating ones become proportionally dominant in both cost and difficulty. Think about the inputs into a business: capital, labor, materials, energy, information, time, legitimacy, demand. AI agents compress a slice of labor and a slice of information processing. They do essentially nothing to capital, materials, energy, physical time, legitimacy, or demand. So the center of gravity of every business shifts toward the undeflated inputs. A software company whose costs were 70% engineering becomes a company that is mostly about distribution and trust, whether or not it notices.
1
1
225
🐧 Linus Torvalds gets angry when people say 99% of our code is written by AI, he told the audience at the Open Source Summit.
89
591
142
4,265
457,513
Agentic loops are a watered down version of process engineering. You should be doing process engineering. Not so much /goal /loop /ralph etc.
1
2
88
David Weiss retweeted
This is absolutely insane. Elon Musk's XAI reportedly spent $40 billion to build their data centers Based on public disclosure of the Anthropic and Google deal, XAI will get paid $26 billion per year to license the compute from these data centers That is a payback period of 18 months for all the data center spend, from just two customers And you still think AI infrastructure capex is a bubble?
297
255
77
2,856
724,556
David Weiss retweeted
Scaling knowledge gives you static competence. Intelligence gives you adaptability.
68
39
2
509
38,249
David Weiss retweeted
The U.S. Senate has just rejected a motion to add the SAVE America Act as part of budget reconciliation on a 48-50 vote. Republicans who voted against it: -Thom Tillis -Lisa Murkowski -Mitch McConnell -Susan Collins
3,161
3,927
718
14,563
17,538,221
Replying to @MarioNawfal
Voter ID and proof of citizenship are not radical positions. They are basic legitimacy checks. When 80% of the country supports something this obvious and Washington still kills it, people are not being paranoid when they say the system is protecting itself.
27
153
3
1,990
31,621
Coding agents are like contractors.
36
David Weiss retweeted
🚀 Gemma 4 12B is here! We partnered with @GoogleDeepMind to bring and optimize their new dense and unifed multimodal model for Apple Silicon. ◈ 12B dense · 256K context ◈ Thinking mode (built-in reasoning) ◈ Vision: dynamic res, OCR, UI + charts ◈ Native audio: ASR + speech translation ◈ Function calling for agents ◈ Text + image + audio, interleaved Runs local. Get started now ⚡ > uv pip install -U mlx-vlm github.com/Blaizzy/mlx-vlm
Meet Gemma 4 12B! A unified, encoder-free multimodal model designed to bring high-performance intelligence directly to your laptop, and released under an Apache 2.0 license. Bridging the gap between edge efficiency and advanced reasoning. Here is what’s new with Gemma 4 12B: 👇
49
140
11
1,386
180,718
When you run a fleet of agents, system throughput is gated by the human: initiating, reviewing, confirming, and correcting. The bottleneck shows up to be you.
1
35
David Weiss retweeted
Blue Origin just vaporized a rocket, a launch pad, and Amazon's entire satellite deployment timeline in nine seconds. NG-4 was supposed to fly June 4 carrying 48 Amazon Leo satellites. That mission was the first of 24 contracted Blue Origin launches Amazon needs to build its Starlink competitor. Amazon has roughly 240 satellites in orbit against an FCC requirement of 1,618 by July 2026. They already filed for a two-year extension because they were falling short. Losing your primary heavy-lift rocket on the pad doesn't help that math. The pad damage is the part people aren't thinking about. New Glenn carries roughly 2.4 million pounds of propellant. The explosion toppled one of LC-36's lightning protection towers. That launch complex took years to build and billions to outfit. You can manufacture a new rocket in months. You cannot rebuild a launch pad in months. The cascade gets worse. Blue Origin's Blue Moon MK1 lunar lander is supposed to launch on New Glenn this fall for NASA's CLPS program. That mission is the pathfinder for Artemis III, which needs Blue Moon MK2 to fly on New Glenn in mid-2027 to land astronauts at the lunar south pole. Every month LC-36 sits damaged pushes Artemis further into the late 2020s. Jeff Bezos has two companies betting on the same rocket. Amazon Leo needs 24 New Glenn launches to close the gap with Starlink. NASA needs New Glenn for Artemis. Both timelines just broke simultaneously, and LC-36 is on fire.
Blue Origin's New Glenn just blew up at LC-36 while attempting to Static Fire ahead of NG-4. nsf.live/spacecoast
173
555
50
3,750
779,160
David Weiss retweeted
SpaceX has almost finished writing V1.0 of an in-house AI training stack in C that exact-maps to 220k GB300s with 800G NICs, making heavy use of pipeline parallelism and getting as close to bare metal as possible. The potential speed improvement vs JAX for large training runs is over an order of magnitude.
7,145
7,816
954
92,538
30,733,324
I found an interesting thing: Due to a bug in my cog system, before I submit a PR I subject the PR locally to a context free review (meaning the coding agent doesn’t know about any of the main context used to author the PR) locally with the same model that built it (Opus 4.7) and it does this 3 times before creating the PR and paying for Copilot to do a review. Results: I almost never get a comment by Copilot, and in the past I’ve really depended on Copilot to catch things Claude Code or Codex missed. Just goes to show that you can increase code quality if you throw tokens at the problem.
2
105
AI can really help with self-coordination. Your past self had context. What you were thinking, what you'd just read, who you'd just spoken to, what mood you were in, what the project felt like in that moment. Your future self will have access to almost none of that. The two of you are nominally the same person but operationally are not: you don't share working memory, you don't share affect, you don't share the salience-weights that made certain things foregrounded at the time. The work of writing things down, keeping notes, building templates, maintaining a journal, codifying a routine, that's the medium through which one temporal slice of you communicates with another. Not for replication into a workforce. Just so the version of you who shows up Tuesday morning doesn't have to re-derive what Friday-you already knew, or stumble back into the same decision Friday-you already worked through. This is why the so called "second brain" efforts with AI matter. It's for a gap humans experience everyday.
2
24
The agentic-coding pitch assumes hands-on-keys is toil to eliminate (describe intent, let the agent draft, review the diff) But a real slice of developers are craft/identity-bound and like being in the code: the syntax-level taste, the debugger, the feel of a function coming together. The "drowning in tickets" cohort wants the agent to take the wheel sure BUT "stay out of the implementation as much as possible" is being asserted as the universal endpoint, and that's where a lot of the current angst is coming from. The pitch isn't landing as "we freed you from the bad parts," it's landing as "we decided the part you love was the bad part."
46