Co-Founder & Co-CEO Giant Swarm · NeoNephos Governing Board · Nerd Show Co-Host · Serial Entrepreneur · Agentic & Cloud Native
Cologne, Germany
Joined September 2009
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Oliver Thylmann retweeted
Time to invest in a small GPU cluster and setup my own completely sovereign compute. Completely isolated in a Tailscale environment, with a cloudflare tunnel.
This is nuts, Fable 5.1 capable open model, weights will ship on November 4th.
Mark your calendars, take a sick day
Introducing Kimi K3.1 Pro: our most capable 3T-class open-weight model.
🔹 1M-token context, 2.8T total / 104B active params (MoE), Multimodal.
🔹 Full-project coding: games in Unreal, Unity & Godot.
🔹 Excels at parametric 3D modeling in Blender & CAD.
🔹 More reliable at finance work: Accurate modeling with hallucination down by 65%.
🔹 Matching the strongest proprietary models across coding, agentic and knowledge benchmarks.
Kimi K3.1 Pro and K3.1 Pro Highspeed (2–3× faster) are now live on Kimi.ai, Kimi Work, Kimi Code, and the Kimi API.
Open weights by Nov 4, 2026.
🔗 API: platform.kimi.ai
🔗 Tech blog: kimi.ai/blog/kimi-k3-1-pro
Oliver Thylmann retweeted
as bad as things have gotten in the past 4 days, they are going to get a lot worse before they get better. security leaders, never let a crisis go to waste: please go to your boards and ask for help right now. not for ai, for the basics. (we need to hold on for ~18 months.)
Oliver Thylmann retweeted
Some stats on #php2shell. In the 10 hours before it was publicly announced, across the @Cloudflare network we saw thousands of attempts to exploit it. That jumped to tens of thousands in the 45 minutes post announcement, hundreds of thousands within 2 hours, and millions now.
Oliver Thylmann retweeted
So basically, today PHP got two critical bugs that let anyone run code on your server without even logging in, which is bad, and then the details leaked before the patch was even out, which is worse, and it works on WordPress and MediaWiki and Magento and Joomla and Laravel, and Censys says like 1.5 million servers are running a version with no fix, so the NSA was like "take your system offline," and the FBI was like "take your system offline," and CISA and the UK and CERT-EU were all like "take your system offline," and then the Prime Minister of Japan, the actual Prime Minister, posted at 5:55 in the morning telling 48.8 million people to take their system offline, so everyone took their system offline, like the Dutch cybersecurity agency took its own website offline, and the Dutch parliament went offline, and the Port of Rotterdam went offline, and Finland and France and Denmark started pulling government sites, and Wikipedia went down, and Archive.org went down, and Asana and GOG and Something Awful went down, and the University of Vienna's webmail went down for some reason, and that's just PHP. Because GitLab also dropped a CVSS 10.0, which is the highest score they give out, for a bug that's been there since 2014, so that's every self-hosted GitLab for twelve years, and then LiteLLM 1.107.0 got hijacked and shipped a credential stealer and a remote access trojan in every single wheel and the Docker images, including latest, and you didn't even have to import it, just installing it was enough, and it's the second time this year, and then Railway paused every deployment on the entire platform because someone got into the environment variables, so now everyone has to rotate every secret they've ever stored there, and TiDB Cloud said someone was walking around inside with stolen credentials for basically a month and an extortion group says they took 10.6 terabytes, and Zeabur got breached for the second time in two months and is just shutting down, like the whole company, and Node.js patched remote code execution and a TLS bypass, and CISA says Plex is being actively exploited, and someone took over 300 Tor exit relays to steal SSH passwords, and SafePay ransomware has hit over 600 critical infrastructure orgs, and India's biggest bank filed a data loss incident, and Japan has been in an official state of emergency in cyberspace since October 9, which honestly explains the 5:55 AM post. Oh, and eMudhra, a certificate authority that's issued over 60 million certificates, whose entire job is proving websites are who they say they are, was supposed to be using private keys that are random numbers over a hundred digits long, and one of them was 4. Just 4. And the others were like 66 and 237. Anyway, it's Wednesday.
Oliver Thylmann retweeted
At this point the whole EU Inc negotiations are so lost in the details that everyone forgot the main goal: Creating a standard.
Basically, allow founders to raise quickly globally and use stock options to hire competitively.
Let’s say it quite clearly:
1) If EU Inc isn’t providing a standard it’s useless. We already got 30+ legal entities in Europe. Experienced founders use Delaware Inc already because of this.
2) If EU Inc doesn’t fix stock options Delaware Inc is still the better option.
I understand the there are complex details and people are worried about loopholes. But you can’t lose the actual goal of it because of it.
An EU Inc that doesn't provide a standard is pointless. Nobody will care about intricacies of compromises reached in political committees if the market can't use the outcome.
If you are in contact with your political leaders (prime ministers, presidents, et al) please reach out to them. Or to founders/investors in your network who might have that access.
🔥🇪🇺✌️
xitter.cf/euinc_petition/status/…
Oliver Thylmann retweeted
My advice to all C-Level: know the details of everyday operations. With AI, talk to your data, talk processes. AI is your window into what is actually going on. Stop that strategic bs. If you don't know your company, you are not good at your job.
Oliver Thylmann retweeted
6 years in stealth
Let that sink in
That was hell of a bet 👏
After six years in stealth, Atomic Machines is out. Our mission: on-demand, universal command of matter. First beachhead: the Matter Compiler, an AI-native manufacturing system that builds working micro-machines from code alone. No per-product tooling. No process development. Different code, different machine.
Oliver Thylmann retweeted
We'll be spending a lot more time trying to understand the outputs of language models. A few thoughts, tips & tricks:
Writing. Something I've had success with: Ask your LLM to explain something in ASD-STE100, it's a controlled language specification originally developed for aerospace maintenance documentation. LLMs well-versed in this language and it comes with heavy constraints on clean writing style that I often find a lot more readable. Sometimes I've tried to soften it a bit e.g. ask for "80% of the way to ASD-STE100" because the spec is quite stringent. But even better:
Diagrams / images. Instead of writing, ask your LLM to create a diagram. These can be a lot easier to process, parse, and understand. But even better:
Web pages. Ask for output "in HTML" to get a beautiful, interactive webpage. LLMs are getting really good at frontend and can create beautiful experiences, animations, etc. But even better:
Explainer videos. The output format I am most bullish on is fully custom / bespoke explainer videos generated on any arbitrary topic. Experiment with things like "Create a 3b1b style video explainer on X. Use my ElevenLabs API key for audio narration". (you'd need an API key for the latter or you can ask your LLM to find you decent free alternatives that use your local compute). This is actually starting to work!
In summary:
- As LLMs get better, they will do more and more of the legwork autonomously, and a lot more of our work will rise up the abstractions into oversight and understanding.
- Luckily, LLMs can help here too because as intelligence and code are increasingly abundant, you can ask for large, custom, discardable software artifacts (e.g. web apps, video explainers) that would have never made sense to create before. Push the boundaries here and you'll be surprised.
Oliver Thylmann retweeted
Marco Rubio: Iran is run by "religious fanatic lunatics" who "make policy decisions on the basis of pure theology"
Meanwhile:
Oliver Thylmann retweeted
Interesting
Ok I just read through vitalik’s paper and if the vision he outlined is executed the implications are absolutely insane especially for the app layer.
The paper is basically Eth’s plan on how they will enable computation off chain with Eth verifying the result (ensuring computation occurred and what it did etc etc).
Now what this means is the definition of “onchain” itself changes, because instead of every part of an app having to execute inside a smart contract you can push a huge amount of complexity elsewhere and still inherit ethereum’s guarantees, this really does open up a huge amount of design space especially for DeFi.
For example with lending you could have really sophisticated systems analysing collateral, liquidity, borrower behaviour and market conditions offchain, with multiple solvers or execution systems competing to produce the best outcome, like the cheapest liquidation route, best refinancing rate, best collateral swap or best way to match borrowers and lenders all while the protocol only accepts outcomes that satisfy its rules.
So basically a lot more of the smart stuff behind a financial product can happen outside the smart contract, while Eth still acts as the final layer that checks the rules were followed and makes sure the money moves exactly as it should.
The MEV implications here are quite interesting too because more economic activity happening before settlement means more value moves upstream into who gets the information first, who computes the best outcome and what gets presented to Eth.
But the thing I’m most bullish on is what this does to the TAM of Eth just because this vision means ethereum doesn’t have to be fast enough to do everything itself it just has to be able to verify everything that matters.
And that’s an enormous difference.
It’s literally a world computer.
Oliver Thylmann retweeted
Peter Thiel just said America’s deficit era is ending.
His argument: once interest rates stopped being zero, the West’s model of big welfare states, already-high taxes, and large deficits stopped being sustainable.
There are only three choices left.
1. Massively cut spending
3. Massively hike taxes
3. Keep kicking the can down the road
For close to 20 years, the answer has been #3. Ever since the 2008 crisis, we’ve just been borrowing more and more money.
The result is a fiscal trap that arithmetic, not ideology, is now closing.
Think exploding interest costs crowding out everything else. Trust funds running down. No slack left for the next shock. A country that used cheap money to delay every hard choice.
The numbers already show the can is getting heavier:
> FY2026 deficit already $1.4 trillion through 9 months and on track for $2T or more
> Total federal debt around $40T, roughly 123% of GDP
> Annual interest now over $1T
Then he added the part people usually skip:
“My intuition is we’re close to the point where that ends, and then you’re going to be pushed to a very non-centrist solution of either socialist levels of taxation or some really tough austerity measures.”
Zero rates made centrism look possible. Higher rates make it look like delay.
It seems America’s real fiscal problem may not be starting the spending.
It’s refusing to admit the cheap-money version of kicking the can has an expiration date.
Oliver Thylmann retweeted
ANTHROPIC JUST REVEALED HOW CLOSE THEY ARE TO RECURSIVE SELF IMPROVEMENT
The transparency around their internal R&D acceleration is staggering.
AI agents now handle 26% of all research at Anthropic.
That number was under 1% just six months ago 🤯
The oversight metrics are equally massive
→ 30,000 autonomous agents running concurrently
→ Over a billion decisions reviewed last month
→ Only 50 weekly transcripts escalated to human review
They explicitly stated this data shows how close the world is to RSI
AI systems are getting more powerful, and they're increasingly being used to build the next version of themselves. We want to illuminate that progress for the public.
Today, we're sharing three measurements that help track AI development:
1. How much AI R&D is done by AI.
2. How well AI agents are overseen.
3. How compute is allocated.
We provide a snapshot of these metrics from inside Anthropic. Any frontier developer could publish the same measures, and third parties could verify them.
As the world considers pacing the frontier, we should do everything possible to minimize the gap between what frontier labs know and what the public knows. This means better measuring the development of AI, publishing our findings, and giving society an opportunity to decide how to use this information.
Read the full post and methodology: anthropic.com/institute/meas…
