founder. builder. intellectual degenerate. be relentlessly resourceful.
Joined July 2011
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according to thiel's definition, the anthi christ ushering in control by talking about safety, dario seems to fit it well.
him and jensen want to corner the neocloud market and this FUD benefits them and turns up pressure on the ones they want to buy for pennies.
xitter.cf/masayoshisson/status/2…
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
speed in a startup is everything.
it's in a race to grow faster and realize the future sooner than the incumbent has time to adapt or it's inertia compresses you.
dolan. retweeted
Going fast makes you focus on what's important; there's no time for bullshit
— Nat Friedman
anthropic needs to embrace being a tool and less of doomer EA sentiment.
this is like buying a hammer for a job, and after the fact the company saying you can't use it because they don't like it or it could hurt their business.
