If you’re the CEO of any software company and you’re not offering open-weight models as a SKU right now, you’re asleep. “Pace the frontier” may be the greatest invitation software incumbents have ever gotten. While the labs debate how quickly intelligence should advance, software companies should be racing to commoditize the intelligence we already have. Pharma and banks are already picking up open weight models partly for margins, partly because a revocable lab API is a dependency they increasingly don’t want!!! AI natives and tech companies that care about COGS are doing the same. Most software companies that tried had failed attempts because the open weight models sucked. But now open weight models are good enough. I believe that every major software company should become a model factory for its vertical: own the evals, post-train open weights on the workloads it uniquely sees, serve those models to its customers, and use production feedback to continuously improve them!

Did some research after this tweet. McKinsey has really been cooking with their founder pipeline in a very wide variety of sectors. Legora Sandstone Bending Spoons Fulcrum Didero Doordash Nava Helsing Oscar Health Faire Zocdoc Magentic

Another way to use Astra for VCs: ask Astra to iteratively use Instinct for 12 hours to ask questions to Instinct to reverse engineer the system architecture, design + interface, customer feedback / usecases and memory choices Works well, is way cheaper and generated over 80 pages of in depth research that you could have never found with all the liars on AlphaSights

Anthropic's claims are getting more outlandish as the IPO approaches: We will destroy the majority of jobs We will destroy the majority of companies Now: We might kill all humans (!!) Next: We might eat the universe??

This post looks like the start of a VERY sophisticated and well-funded PR operation to get support for Democrats to regulate AI into oblivion. Let me show you how it works: 1.) This guy, with minimal followers and no previous account activity, goes to the Wall Street Journal which publishes an exclusive with quotes from him on his resignation 18 minutes BEFORE this post goes up. Planning was clearly done in advance. 2.) Within hours, it has tens of thousands of reposts and the account has 100k+ followers. The post is punchy, quotable, it almost seems professionally written. The first three accounts to quote tweet it all do so within 15 minutes of the initial posting. Remember, this account had basically zero engagement beforehand, so an organic reach explanation seems unlikely. According to Grok those accounts are @_NathanCalvin (General Counsel at Encode AI), @peterwildeford (Head of Policy at the AI Policy Network), and @DKokotajlo (Head of the AI Futures Project), all of which are up-and-coming AI-Doomer policy advocacy nonprofits. The AI Futures Project website says it is funded “primarily” by the Survival and Flourishing Fund, which says on its own website that it has advised Jaan Tallinn, Skype creator and one of the leading investors in Anthropic, to grant over $2.5 million to the AI Futures Project since 2024. Encode AI says on its website that it is ALSO funded by the Survival and Flourishing Fund, which in turn says that it told Anthropic investor Jaan Tallinn to grant $516,000 to Encode AI in 2025. And wouldn’t you know it, the Survival and Flourishing Fund ALSO says it told Jaan Tallinn to grant $2 million to the AI Policy Institute, the 501(c)(3) affiliate of the AI Policy Network, as well. What are the odds that the first three quote tweets of Coxon’s post would all be major AI-restriction policy advocates funded generously by the same donor, who also happens to be one of the leading investors in, and a board member of, Anthropic, the company Coxon was resigning from? And all within 15 minutes of posting (two within ten)? 3.) Jacob Coxon doesn’t have much of a resume, but we do know that, in 2022, he got a $20,159 scholarship for the “long term future scholarship program” from the Good Ventures Foundation, one of the philanthropic vehicles of Dustin Moskovitz, a notorious AI-doomer who has spent tens if not hundreds of millions on policy advocacy to strictly regulate AI, while also being an Anthropic Investor himself. It also just so happens that the 14th person to quote Coxon’s post was @MaxNadeau_ (27 minutes after posting) who is the program officer for the Technical AI Safety team at Coefficient Giving, another of Moskovitz’s philanthropic spending vehicles. Max is not a frequent poster, his last posts before quoting Coxon were before Labor Day, but he was remarkably quick off the mark for this one. 4.) Basically every major Democrat politician and candidate has suddenly glommed on to this post, and conveniently, as the people cry out foe answers, Bernie Sanders already has a bill written to “ban super intelligence” and regulate AI into oblivion, and will be releasing later this week. The bill, among many other things, will create “a new cabinet-level federal agency to safeguard the public from the dangers of artificial intelligence” that will be “advised by an Artificial Intelligence Advisory Board comprised of experts on artificial intelligence.” Do you think, perhaps, Anthropic and its many investors who fund AI policy advocacy might have interest in getting to place a pet “expert” on the board of an entity that dictates what AI is and isn’t allowed to do? And isn’t it fortuitous that this whistleblower came forward with his oh-so scary stories so close in proximity to the release of the most radical piece of AI legislation ever introduced?

Have you ever hired an employee that was dramatically overqualified for a role? They may reconsider settled decisions, introduce unnecessary complexity, become bored and eventually leave. The organization would have been better served by someone sufficiently capable who understood its customers and how the work actually gets done. Models are overqualified too, with a more persistent failure mode. However, instead of getting bored and quitting, they keep generating extra complexity, variance and cost indefinitely. A password reset does not improve because an agent considers twelve explanations, launches a security investigation and composes a personalized essay.

Phenomenal takes in here “But here's an interesting question - why has nobody truly been paying close attention to matching capabilities to the unlock? Where is this discourse happening? The root cause of all the shallowness in thinking is that the wrong category was crowned far too early: the AI-native ERP. That is fundamentally the wrong abstraction for what AI changes in finance.”

Meta's new AI Agent Muse is here. Foundation Capital Partner Jaya Gupta shares how the assistant handled complex real-world tasks like apartment negotiation and finding parking in San Francisco: “The amount of things it's been able to do has been pretty crazy. I also really like…how much they thought about security and privacy, all those things on the Muse side. I'm super impressed already.”

Today on TITV: -Meta Launches Its First Consumer AI Agent ‘Muse’ | Jaya Gupta, Partner at Foundation Capital @JayaGup10 -OpenAI Says Its AI Agents Solved Prize Math Problem | Johan Land, Chief Product Officer at Samsara @samsara -Confusion Reigns Over White House’s AI Whitelist | @leomschwartz -Hugging Face Is Making A Big Robotics Push | @LauraBratton5 📺 Tune in at 10 am PT / 1 pm ET on

NEW from Ramp AI Index: AI spend *declined* among the top 1% of businesses spending on AI. In August, the top 1% of businesses spent $7.2K per employee per month, down 10% from a July peak ($8K). We're seeing more cracks in the AI thesis as a number of drivers show spend topping out. My take: it's not because of open Chinese models. It's model wars. Price cuts + a growing share of spend is shifting to standard and lite models (which are already cheaper) over the frontier.

Today we're excited to announce Mercury 2.5 It’s the most capable diffusion LLM on the market. It is a 40% jump in intelligence over Mercury 2 and runs at over 1,100 tokens/sec on widely available @NVIDIAAI GPUs.

META 🔥: Early look at the UI of the upcoming Muse agent from Meta. > According to the App Store listing, the Muse agent might act as a proactive assistant that helps users track their goals and stay on top of their schedule and tasks. > The Muse agent transitioned from internal to closed / limited alpha testing. > New functionality for invite codes has been added. Soon 👀