The Frontier Lab flywheel is to get the smartest people to use the leading models. Then distill their inputs, your own model’s outputs, and resulting synthetic data and environments. And the people have to use the leading models because they’re locked in mutual competition.
It is an infuriatingly locked-down computer. Now, to Apple's credit, it's a pretty good computer for being locked down, but I don't want a locked-down computer. I wanna own my computer. Better yet, I wanna mutate my computer, and this is where the agentic age needs a new operating system. When you can vibe code whatever app comes to your mind, you should be able to vibe code your operating system.
AI checkers are essentially a cat-and-mouse game. AI checkers may learn to detect a certain pattern that is indicative of AI-generated content. Then, the next LLM may incidentally or deliberately not exhibit that pattern and avoid detection. The AI checker then has to be updated to detect said LLM, and so forth.
it's already not that hard to index. So it's not There's been a bit of an increase in the privatization of returns but it's still like you know well under 20% of the total market cap of um non-non-tiny companies in in the US is is a private.
Perfect friends are not possible. Instead of wondering how to change them, perhaps try being just a tiny bit more patient, and see how they might end up surprising you.
So, what if geopolitics was to go horribly wrong and tensions escalate and Europe find itself suddenly locked out of US cloud services? I hope that doesn't happen. I still think it's fairly unlikely, but it's no longer unthinkable.
A companies that have locked up, you know, and and don't have commitment issues, you know, have these 5-year contracts for compute, they've kind of locked in a humongous margin advantage because they've locked in compute for 5 years at a price of what it transacted at 5 years ago or three years ago or two years ago, whatever it is.
But in fact and in practice it has always turned out to be bad because people get locked into the human knowledge approach and they psychologically or you know now I'm now I'm speculating why it is but this is what has always happened.
But the idea that is this never going to be a thing. I think that's a dangerous thought. We we can't start thinking that way because at what point do you stop second guessing yourself?
So there is an angle of, the US' actions, from the angle of the expert controls, have been so inflammatory at slowing down China's progress on the leading edge that they've turned around and have accelerated their progress elsewhere because they know that this is so important.
A book I recommended after reading it, writing: “If you're a senior engineer wondering what the next level is, a staff-level engineer or a manager of staff engineers, this book is for you."
The platforms have installed themselves in a position of power, but they are also vulnerable. They must do everything perfectly to maintain that position of power—not enrage their users too much, not push the regulators too far, not miss any of those competitors who are seeking to take a portion of that power.
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