AI is no longer a segment. It’s a whole show. So I’m leaving CNBC at the end of the month to build it with @jaswu_
More soon. Reach us at [email protected][email protected]
Mutually assured intelligence as the new mutually assured deterrence.
Logic in the nuclear era was: you won’t attack me bc I can attack back.
If you apply that to AI, then the answer isn’t to prevent everyone except a few trusted labs from having powerful models… its to make
For about 10 years now, I have argued that the *only* way forward is for AI technology to be widely available, shared, and open.
Like the printing press and the Internet, AI amplifies human intelligence and efficiency by improving access to knowledge.
To empower individuals,
Really good/fascinating exchange but… don’t quite buy that this is just a generalized crisis of trust that’s part of a broader souring on tech
Social media yes, but ppl *like* gmail and iPhones (my Taiwanese immigrant mom thinks google and youtube are pure magic bc its
2/2 Second, on the messaging around AI. I do not agree that my messaging has been disproportionately negative. In fact it has been about equally balanced between risks and benefits: I’ve written one major essay about each, and even in interviews where I discuss the risks, I
What a difference a year makes
A year ago, frontier basically meant the big three US closed labs - OpenAI, Anthropic and Google.
Now a credible list includes xAI and multiple Chinese/open weight labs.
3 frontier models in one day!
- Grok 4.6: Fable 5-level, but 85% cheaper.
- Qwen3.8-Max: 2.4T params, 95B active. Weights are out.
- DeepSeek-V4-Pro-0813: weights could drop any time. Heard it’s good, not just benchmaxxing.
Competition is great for consumers and businesses.
.@lqiao is great. Here she is on the question every AI company has to answer: what is the ROI?
if what a customer pays doesnt cover the compute they consume, growth can just deepen your losses. So you can find product market fit.... and still “scale into bankruptcy”
Super excited that I will be interviewing @lqiao CEO and founder of @FireworksAI_HQ at the @TomorrowXSummit in Austin, TX November 17-18.
Lin’s vision of specialized intelligence is compelling and she is making it a reality. Fireworks is at the forefront of helping enterprises