Viewing profile — gip

Yes and this is in line with the idea that 99%+ of the value created by AI will be captured by the broader economy, not OpenAI and friends. That being said, even local AI will stil…

That makes sense, thank you for explaining. TradFi already offer access (direct or ETFs) to major cryptos who have demonstrated some utility like BTC, ETH, XRP, SOL and a few other…

Very curious why they haven’t diversified into real world assets. It seems like an obvious move, even if the margins would be lower than their fee business (~85% margins!!). They’v…

> We need to heavily regulate anybody who is not following the rules that make us the de-facto winner How about building a multipolar world where different parts of the world (US/C…

Same with Codex and very soon with open source & local models. Training great models (for coding and similar tasks) seems to be a question of scale and not much more. It is likely …

True. That is why it is key important to have open source and sovereign models that will be accessible to all and always on / local. Competition (OpenAI vs Anthropic is fun to watc…

Totally. That is why it is key important to have open source and sovereign models that will be accessible to all and always. At the end of the day, all these closed models are bein…

I have been told by a startup founder that he wants his strongest player to replace and automate the weakest using AI! That may be what Meta is already doing. I’m afraid we are goi…

It could be an A/B test to see whether people without an existing subscription care about Claude Code (CC) at all. If they sign up then CC is disabled (or not as it is not really a…

For a successful IPO and attract more capital you need a very good story/narrative. That what is being crafted here. Business fundamentals matter less with elon!

Taking dystopia aside, without a lot more context I don't quite get how the captured data will be particularly useful to train models for say software engineering. If someone can s…

> because some other parents won’t activate it, which then makes the situation unfair for the kids. I’d much rather have it on by default so that all kids are treated the same. Tha…

Surprised by this take. Building a startup is already insanely hard. So I wouldn’t like to add more challenge by spending time integrating with non-US services if they are not top …

I agree with the risk you’re pointing to. Money currently mediates access to resources through labor and markets. We either need to redesign money or a novel way to mediate access …

> There must be a lot of pride and meaning in being run over by Saleforce's money truck. They probably don't have much choice and Salesfore needs people who have built and launched…

Assuming: simplicity === no unnecessary complexity. In my (limited) experience as an engineer and manager, leadership (e.g., a VP) didn’t like (or reward) simplicity. Simple soluti…

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Or worse: train the AI to make decisions that align with the view of Anthropic management and not the elected government. Workout telling anyone. I’d agree it is a serious risk.

The challenge for Americans is: can the political work of defining and protecting our values be outsourced to a company like Anthropic? Anthropic (and others), whether due to finan…

The reality is that the US Constitution only offers strong guarantees to citizens and (some of) the people in the US. Foreigners are excluded and foreign mass surveillance is or wi…

AI is a transformative technology that will reshape how companies are run. More layoffs may be coming unfortunately. But on the other end, more companies and more products will be …

That would require to repeal the FISA and the Patriot acts. That won't happen. More fundamentally, however, the US constitution only protects Americans and American companies. Euro…

Similarly, in the 2000s, the US pushed back against the development of Galileo and preferred that Europe continue relying on GPS. That created tensions between the US and the EU. F…

My prediction: soon (e.g. a few years) the agents will be the one doing the exploration and building better ways to write code, build frameworks,... replacing open source. That bei…

I think that’s fair.. building a competing product would likely be relatively easy and inexpensive. But that’s true for most software now: it’s becoming easier to build, and the ba…