Alexis Richardson retweeted
Goldman's former #1 chip analyst Jim Covello says nearly all of AI's money is flowing to the chipmakers - and that's "completely unsustainable"
"Right now, enterprises collectively are not making or saving money on their AI implementations.
And to me, everything flows from there"
Asked how anyone can forecast AI when "we just don't know how it's going to evolve"
Goldman's head of global equity research - answered with a method, not a vibe:
> Free Users Don't Pay (2:38):
- "95% of consumers are using a free version of AI" - so the infrastructure won't be paid for on the consumer side. It has to come from profitable enterprise adoption.
> Completely Unsustainable (3:56):
- "All of the economic value is accrued to the semiconductor companies" - "great for now," but "completely unsustainable unless... the enterprises start to make or save money implementing AI."
> Six Trillion More (8:00):
- Goldman's own team estimates "another six trillion dollars" of spend by the end of 2030. "We're not talking about billions, we're talking about trillion."
> The Market Flipped (8:40):
- Every capex hike used to get rewarded. "Over the last quarter or so you've really seen a significant shift."
> The Bad Kind Of Circular (11:49):
- A chip discount is fine. But if a customer can't invest without its supplier's money, "I don't think that's the sign of a very healthy supply chain."
He forecasts from who is actually making money, "as opposed to just sort of blind belief."
I ran every big AI CRASH CALL call through the same kind of test - what each caller sells, and who was right ↓
Alexis Richardson retweeted
“Mythos is supposed to hack into our nuclear reactors and take over the planet like Skynet, but it can't translate Bun to Rust unless you spend $165,000” -- @drjasonmars @AllThingsOpen @TheRegister theregister.com/devops/2026/…
Alexis Richardson retweeted
Mark Carney on Elon Musk throttling Starlink: "I search for the right adjective to describe whoever took this decision or group of people took this decision against a country that is literally fighting for the lives of the citizens against naked aggression."
Alexis Richardson retweeted
Covid Scotland. 47% of all covid related deaths were in care homes. Sturgeon and Freeman knowingly shovelled nearly 3,000 untested elderly patients into care homes, AND then knowingly another 113 laboratory-CONFIRMED COVID-POSITIVE PATIENTS into those same homes. Freeman later called the failure a mistake she would regret for the rest of her life. Not so much Sturgeon. No wonder the Whatsapps were deleted. An FOI confirmed zero of her messages went into the official government record. Deputy First Minister John Swinney used auto-delete, and national clinical director Jason Leitch referred to deletion as a “pre-bed ritual.”
You're right, @elonmusk. Someone has grown very rich off money flowing from Ukraine. I work in Starlink supply to Ukraine, so I see these numbers firsthand.
Ukrainians bought 117,000 terminals in September alone (~$42M), plus monthly subscriptions for each one. And that's just official commercial imports. Not counting government contracts, donor-funded deliveries, direct orders from your website or grey imports.
No laundry machines needed. It goes straight to SpaceX.
Alexis Richardson retweeted
Denis Villeneuve at just 23 years old, surrounded by Blade Runner and Dune soundtracks in his bedroom. Long before becoming one of Hollywood’s most respected directors, Villeneuve was already captivated by Frank Herbert’s Dune, even creating storyboards for his own imagined adaptation alongside a childhood friend.
Decades later, that childhood obsession became reality when he brought Dune to the big screen with breathtaking visuals and storytelling. The footage captures a young filmmaker sketching, writing, and dreaming, showing how some of cinema’s greatest achievements begin with nothing more than imagination, dedication, and a lifelong passion.
🧐
We replaced Raft with a JEV-style decision model.
Consensus is fundamentally a reasoning problem. Why rely on deterministic leader election when a model can evaluate each node's leadership potential?
We've replaced quorum with confidence scores.
Write throughput dropped 99.98% but the cluster is finally making informed decisions.
Alexis Richardson retweeted
Huge. British Govt announces:
• £165m: National AI Biosecurity Initiative: Includes £100m for a new AI Biosecurity Lab, using AI to detect emerging biological threats.
• £120m: AI Security Institute (AISI): Additional funding to strengthen AI risk research and evaluation.
• £70m: National Exposure and Real-Time Vulnerability (NERV) Centre: Identifying vulnerabilities in critical infrastructure.
• £60m: National Cyber Shield: Strengthening Britain’s cyber defences.
• £60m: UK Sovereign AI: Expanding investment into physical and industrial AI.
• £60m: R&D Procurement Scheme: Supporting companies developing AI security and NHS innovations.
• £30m: Mayoral AI Partnerships: Helping local businesses adopt AI, create jobs and improve public services.
• £23m : AI Economics Institute: Research into AI’s effects on productivity, employment and living standards.
• £18m: UK Advanced Chip Design Academy: Developing domestic semiconductor design expertise and reducing overseas dependencies.
1/7 I have two simple tests for British AI, driven by our values. Is it safe? And is it ours to shape? 🇬🇧
Today, Chancellor @JohnHealey_MP is announcing a major, ambitious package of investment to strengthen Britain's defences against emerging threats, back British innovation, and build our technological independence.
Like a strawman but strangely empty of content
"Yes, men dominate computing. There are many reasons for that; none of them justifies collective guilt. Turning the percentages into a struggle session is nonsense." world.hey.com/dhh/be-a-tech-…
Alexis Richardson retweeted
"When you peel off the layers of proprietary YAML and jargon, CI today boils down to running shell scripts on a server, and reading the logs. With such a primitive execution and data model, waste is everywhere, and it gets worse as you scale"
dagger.io/blog/dagger-10-bet…
Alexis Richardson retweeted
**You need to watch Zelenskyy's interview with Steven Bartlett.**
Sitting in front of the camera is an utterly exhausted, at times visibly broken man who has spent almost five years personally managing a war, making critical decisions day and night.
From the very first minutes, you can see just how drained he is. When asked the routine question, "How are you?" he replies that he barely sleeps because he spends his nights in military group chats, moving the last remaining air defense systems from one region to another.
Two stories are particularly heartbreaking.
The first is about a missile that struck a children's playground within seconds, while parents watched from their apartment windows as their children were torn apart.
The second is about presenting posthumous military awards to the families of fallen soldiers:
"You present an award to a father, feel his strong hand, and then he quietly asks, 'Can we hug?' At that moment, I simply cease to exist inside. These people are gone. They will never be the same again."
When the host tries to take him back into his past, showing old photographs from Kryvyi Rih, his student comedy performances, his voice acting as Paddington Bear, and scenes from *Servant of the People*, Zelenskyy looks at them with detachment, almost as though he is watching someone else's life.
He also recalls February 2022 without any attempt to portray himself as a hero.
He says that for the first 20 days, he simply ran from office to office on adrenaline, calling everyone he could and trying to organize deliveries of water and food to Kyiv.
Fear and the full realization of what had happened only caught up with him three weeks later, when Bucha was liberated and mass graves containing hundreds of murdered civilians were discovered.
Using Bucha as an example, he explains why advice from outsiders to simply negotiate a quick deal causes him such deep frustration:
"Imagine that in the United States or Britain, a mass grave is discovered containing 500 tortured people with their hands tied. How could you simply forgive everything after that?"
The rest of the conversation revolves around the deadlock in which Ukrainians, and indeed everyone involved, now find themselves.
Zelenskyy explains the causes of the war in simple terms: Moscow is trying to forcibly rebuild the Soviet empire because Ukraine's integration into Europe would finally bury that project.
But when the conversation turns to the present, there is unmistakable bitterness in his words.
Almost one-fifth of Ukraine's territory is occupied. The east is under relentless bombardment. Cities are left without electricity. People are dying every single day.
Meanwhile, every discussion about a ceasefire runs into the same demand: Kyiv must withdraw even farther from its fortified positions, without any guarantees that Russia will not launch another offensive a year later.
Toward the end, the conversation turns to Trump and Ukrainian strikes on Russian oil facilities.
Trump publicly reprimands Zelenskyy over attacks on Russian refineries because he fears rising diesel prices for American farmers ahead of the elections.
And this is where you can see just how deeply that approach affects Zelenskyy.
His country is burning.
Moscow has rejected his proposal for a mutual halt to attacks on energy infrastructure.
Patriot missiles paid for by Europe are being redirected by the Americans to the Middle East.
And somehow, Zelenskyy is the one being blamed for fuel prices in the United States.
The entire interview leaves you with a profoundly bleak feeling.
Here is a man trapped between the daily deaths of people in his own country and the pragmatic bargaining of allies who have their own elections, their own interests, and their own political calculations.
And yet, he can no longer step away from this responsibility.
**Watch it.**
Alexis Richardson retweeted
After 5 years in v0, it's finally happening.. Dagger 1.0 is in beta and we need your help testing it.
If you've tried Dagger before, a lot has changed... We've been cooking.
Announcing Dagger 1.0 beta.
Replace Jenkins and GitHub Actions with CI that matches the speed and scale of coding agents without wasting compute or tokens.
Featuring: test-native CI, dev shells, local and remote execution, official modules, and more.
dagger.io/blog/dagger-10-bet…
Alexis Richardson retweeted
so I'm passionate about AI safety
but
in a world in which our erstwhile allies are aligning themselves with our enemies perhaps the safest course of action is to make sure we don't fall behind
countries without strong AI will become effective colonies of those with powerful AIs, at the least they will be vulnerable to massive cyber attack (I wonder who knew about the PHP vulnerability and fire how long)
open source is a way to catch up. it makes sense for everyone but the leader
Alexis Richardson retweeted
"If you can use math to do something, you should" - Philip Wadler
With all the new interest in formal verification / related program validation methods, every developer should go watch these:
Propositions as Types by Philip Wadler:
youtube.com/watch?v=IOiZatlZ…
Constraints Liberate, Liberties Constrain by @runarorama
youtube.com/watch?v=GqmsQeSz…
Alexis Richardson retweeted
New on our Frontier Red Team blog: using Claude to formally verify software at large scale.
Formal verification can prove that code is free of certain bugs, but historically it has only been feasible for small codebases (or required a lot of expert time).
With AI models, however, this is beginning to change. In collaboration with @theoremlabs, we used Claude to prove security properties in over one hundred real-world open-source libraries over the span of a few weeks.
Read our research in full here: anthropic.com/research/forma…
Alexis Richardson retweeted
Small announcement: ✅ formal-git
As an experiment, over the last 2 months we've modelled ~30% of Git in Lean 4, making heavy use of coding agents, and proved >8000 theorems of varying usefulness about the implementation.
In the process of doing this we've uncovered >100 potential defects in Git v2.55, at least two of which may constitute security vulnerabilities. We've also built a DRT (differential random testing) harness and the biggest corpus of relevant pinned differential test cases for Git implementations with >10k unique tests at the moment.
We've used the test cases to test our own small internal implementation of Git in TypeScript. The next step will be to differentially test all notable public Git implementations against this corpus of tests to help improve their correctness and security 🫡 We'll be reaching out to library maintainers in due course.
If you have a Git implementation you'd like us to help you test, please reach out and let me know. We'll open-source all this eventually, after potential security issues that were uncovered are responsibly disclosed and fixed.
Alexis Richardson retweeted
My experience partying all night at Berghain in Berlin made me think of how we're lacking this experience in the San Francisco tech scene. We can literally become the coolest, most tasteful social scene on Earth if we had our version of Berghain, but better. So let's build it. The best aspect of Berhain is how they select who gets in. The club has a vibe and atmosphere, and if you aren't wearing the right clothes or have the right demeanor, you don't get in. That's how you cultivate a tasteful crowd. We can improve on this by only letting in high agency, talented operators in the tech scene who can still pull off dope outfits, so no geeks. SF is in dire need of late night venues, and Berghain goes until 8am. That's a little too crazy for high net worth operators who are changing the world so we could do something like 2am. Berghain also is kinda dark and in a weird building so we'd put the club in a SoMa corporate office that we convert to speakeasy or barcade vibe. Maybe add a quiet area for people to bring their laptops and work? I honestly feel like we're improving on the Berghain form here, especially by swapping out the crowd of weird partiers in inappropriate clothes (or lack there of) with insanely cracked founders and engineers. I'm super stoked about this idea, SF tech could really run the dopest parties on the planet.
Alexis Richardson retweeted
Want to learn more about Swamp Club?!
Come join me and @nickstinemates as I learn how to build my automations on the latest and greatest tool.
SWAMPING TIME
youtube.com/watch?v=IQnJz-y_…
Alexis Richardson retweeted
OK, I've had a little play with this 40B MoE Flint model, here are my findings.
It's a good model but at 40B it needs to be compared to models a similar size and the Qwen3.6-35B MoE and Qwen3.8-27B are both smaller so make ideal candidates.
See thread below...
Introducing Flint, @Recursive_SI’s first model: a fast local coding model built with our automated research system, the Eureka Machine.
• Best-in-class fast local coding
• Up to 2x faster than comparable models: 125+ tokens/sec on a MacBook Pro, 150+ on RTX Spark
• Built from scratch in under 4 months
Private, unmetered intelligence on your own machine. Open weights available now on @huggingface, run it locally on your favorite framework or try it for free on @opencode or @pidotdev.



























