I don’t agree. More money in private markets means more TAM and value created in private markets. I just don’t understand zero sum thinking for VCs. Isn’t the entire belief structure that innovative tech creates net new value?

And interesting frontier lab strategy would be to encourage distillation, set price that mass distillation is unit economic positive, and then just focus on building the best models. This results is a downstream ecosystem addicted to you. And with no capability to surpass.

I wonder if we'll get to a point where being distilled becomes profitable to the labs. If they spend X to create a model. And more than 20 companies pay 1/20th of that to distill it. They're in the money. It's a new form of infra where downstream handles distribution.

I don’t normally write these things. But this one hits a bit different. Nearly three years ago I told a16z I wanted to spend part time outside the firm helping @drfeifei start and build a frontier model company. And what followed were some of the most remarkable moments of my career. From being at the founding table. To watching the first git commits. Seeing the very early very rough results that hinted at something much greater. Contributing to the open source. Watching the creation of new model architectures that pushed the state of the art in multiple areas. I saw the team spin magic from nothing again and again. And I was very privileged to be within the walls. I’m very proud of what was accomplished, and am so excited for what lies ahead. So congratulations to AMD for entering into an agreement with the leading spatial intelligence frontier lab. And congratulations to the World Labs team on a partner that has the vision, ambition and leadership to be the top AI technology provider globally. Also congratulations to Dr. Su and Dr. Li. Two world class CEOs with a common vision. The both of you working together is unimaginably legendary. Arguably the smartest leaders in tech with the shared goal of building the world's leading AI capabilities. I know you both share an optimistic view of AIs ability to aid humanity. We need far more of that. As everyone knows. I’m World Lab’s biggest fan. And will remain so. Thanks to @drfeifei , @BenMildenhall , @jcjohnss and the entire team for letting me tag along. What a crazy fucking ride. You stood at the frontier, and moved it. And will continue to. Again, many congratulations to everyone involved. The future of AI will be so much brighter with this partnership. I can’t wait to see where it leads. Here’s to new worlds!

OK ok, hear me out. Let's assume the the air gapped computer has no speaker. No way to emit sound. But the AI is able to run the CPU fast enough to kick on the fan. Which can can be picked up by any other computer within audio range (non air gapped computers will likely have microphones). That's at least a covert channel of one bit per ... uhhh ... 10min or so.

Utter and total insanity(!!!) My vote for most hardcore splat demo ever. DOOM entirely in splats. Sprites, status bar, characters, gun rendering, all splats. Rendering and sorting with WebGPU. Dynamic lighting updating splats in real time. Sparkjs LoD to render entire levels.

OK, let me irritate everyone for a moment ... The non cynical view here is that the labs are trying to navigate impending, unsophisticated federal regulation and a "high strung", well financed doomer complex. And it's just a tough, tough spot to be in. It's entirely consistent to applaud their attempts to find a governance approach to questions around safety and security. To express skepticism about the proposal. And also express concerns about the larger safetyist complex. It's just important not to conflate the three. I'll put aside rhetoric on near term species extinction. Like any major epoch of our industry, new technologies have security implications. And I do think we're in a much better spot with open dialog between Anthropic, OpenAI and SpaceX on how best to handle, whether it's pacing or not, an independent oversight body or not. (I'm in the "not" camp ... ) I joke in exasperation about heavy handed federal regulation which would clearly be disastrous for all of us. Unfortunately I do think it's a likely outcome if we don't collectively get our shit together. I have no special knowledge. But from what I've gathered over the last few days, the labs really are trying to do the right thing here. It's a very complex and shifting landscape. And the broader safety complex still sucks and continues to be a national security risk.

What Is To Be Done? I propose a simple plan: Big AI companies should be allowed to build AI as fast and aggressively as they can – but not allowed to achieve regulatory capture, not allowed to establish a government-protect cartel that is insulated from market competition due to incorrect claims of AI risk. This will maximize the technological and societal payoff from the amazing capabilities of these companies, which are jewels of modern capitalism. Startup AI companies should be allowed to build AI as fast and aggressively as they can. They should neither confront government-granted protection of big companies, nor should they receive government assistance. They should simply be allowed to compete. If and as startups don’t succeed, their presence in the market will also continuously motivate big companies to be their best – our economies and societies win either way. Open source AI should be allowed to freely proliferate and compete with both big AI companies and startups. There should be no regulatory barriers to open source whatsoever. Even when open source does not beat companies, its widespread availability is a boon to students all over the world who want to learn how to build and use AI to become part of the technological future, and will ensure that AI is available to everyone who can benefit from it no matter who they are or how much money they have. To offset the risk of bad people doing bad things with AI, governments working in partnership with the private sector should vigorously engage in each area of potential risk to use AI to maximize society’s defensive capabilities. This shouldn’t be limited to AI-enabled risks but also more general problems such as malnutrition, disease, and climate. AI can be an incredibly powerful tool for solving problems, and we should embrace it as such. To prevent the risk of China achieving global AI dominance, we should use the full power of our private sector, our scientific establishment, and our governments in concert to drive American and Western AI to absolute global dominance, including ultimately inside China itself. We win, they lose. And that is how we use AI to save the world. It’s time to build.

Next week, @mattyp @roshan_s and myself will be speedrunning building a new company using only Grok @Bot on the Grok Bot Galaxy livestream! We’ve been given just 3 days to do it, or else we might be turned into pizza 🤪 it will be so fun and I hope to see you on the livestream! I will have to miss the Cursor Compile conf in London and Amsterdam though. I will instead record an extended version of my talk and make it freely available here. So stay tuned for that post!