Fredrik Öqvist

10.7K posts

Fredrik Öqvist

Fredrik Öqvist

@fuheping

swedish/finnish, robots/AI, and obscure chinese financial structures/risk

Beigetreten Mayıs 2011
360 Folgt744 Follower
Fredrik Öqvist retweetet
Dan Taylor
Dan Taylor@ProfAnalytics·
Just so everyone understands the accounting game in the AI/Cloud-space here is a very *simple* example: 1) Amazon “invests” $50B in OpenAI. Amazon records: - Cash $50B + Investment Asset $50B 2) OpenAI uses $50B to buy AWS services. Amazon records: + Sales $50B + Cash $50B Amazon is net $0 cash, but now has $50B in sales and $50B investment asset. Great deal! Thats why we see all the majors doing it, and at scale. It is a way to convert their dormant cash pile into revenue, which Wall Street loves. Most ppl dont realize what is happening. The revenue of these large tech companies is increasing dependent on them being able to self-fund their own sales.
OpenAI@OpenAI

Today, we closed our latest funding round with $122 billion in committed capital at an $852B post-money valuation. The fastest way to expand AI’s benefits is to put useful intelligence in people’s hands early and let access compound globally. This funding gives us resources to lead at scale. openai.com/index/accelera…

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Fredrik Öqvist
Fredrik Öqvist@fuheping·
LOC is the soviet nail factory of the AI age
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Erik Bernhardsson
Erik Bernhardsson@bernhardsson·
My newest stupid idea is we should merge the Scandinavian languages. Let’s invent a new one that’s basically the average language. Mandate that it’s used for all public broadcasts. People would learn it in a few months. 25M speakers.
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Chen Wong
Chen Wong@7n39_igolnik·
HKU MMLab x SuperV Dynamics introduce 「SMASH」— the world’s 1st outdoor, fully autonomous humanoid ping pong robot! No motion capture. Millisecond reaction times. Just onboard sensors handling insane speeds & spins in real outdoor settings. #HumanoidRobot" target="_blank" rel="nofollow noopener">mmlab.hk/Smash/#Humanoi
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Fredrik Öqvist
Fredrik Öqvist@fuheping·
I think a friendly interpretation of this is that they're technically correct, they were never actually responsible for the work involved in getting certified or verifying the certifications. They captured most of the value with minimum risk exposure. Good business model. The less friendly interpretation of this is that they set up a system where the default outcome seems to have been a fraudulent certification, and their defense is that you COULD have also used the system to get a legitimate certification
Karun Kaushik@karunkaushik_

Over the past week, you may have seen an anonymous post about Delve. While we responded to it in a day, we want to provide more details about what’s true, what's not, and some changes we’ve made. There’s one question behind everything: did Delve fabricate compliance evidence or issue fraudulent audit reports? No. We did not. → Delve is an AI compliance platform that connects customers with independent auditors. We are not an auditor, just as tax preparation software is not an accountant. We have never signed an audit report. → Using default templates for our customers, just like any other compliance platform, is not “faking evidence.” These are meant to serve as a starting point for customers. → Delve does have automation in the platform, with 600+ automated integration tests, an AI Copilot to guide customers through compliance, AI code scanning, and more. -- We built Delve to accelerate innovation by bringing AI to compliance. In doing that, we pushed hard on automation. However, we now realize we didn’t provide enough clarity about what is automated, what is customer-provided, and what is independently audited. We have been working relentlessly to make improvements over the last week. -- On our auditor network: Delve connects customers with independent auditors. Some customers choose their own auditors, but many use firms in our network. Questions have been raised about some of those firms, including ones used by other platforms. Going forward we will set a higher bar in how our auditor relationships are structured and how the process is experienced by customers. Delve is rebuilding our auditor network, removing firms that don’t meet our standards, and offering complimentary re-audits and penetration tests to every customer. On platform templates for our customers: Delve provides default templates, just like many other platforms, for policies, board meetings, risk assessments, and more. These are designed to be starting points only. We should have been more explicit about how they are meant to be reviewed and customized by customers. We are making that indisputably clearer within the platform. On draft audit reports: Third-party auditors are responsible for independently reviewing all evidence and issuing final reports. We built automation that interacts closely with independent audit workflows to help expedite the process on behalf of our customers. However, this contributed to confusion about where automation ends and independent judgment begins. From now on, Delve will no longer automate these parts of the process. Furthermore, customers have a direct line of communication with their auditor to enhance transparency in any audit communications. -- We started Delve because we went through compliance ourselves and saw how slow, expensive, and manual it was. To anyone that wants to sit down and discuss our product philosophy and improvements, please reach out and let’s chat about it.

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Fredrik Öqvist
Fredrik Öqvist@fuheping·
I think this is pretty accurate, another interesting side+effect of this is that excellent hardware can last you longer. when you don't have to upgrade for software functionality in the same way your AI will be able to work with what you have access to. this is of course potentially great for e-waste reduction, but it should also change how we design our hardware
Rui Xu@xu545302

The Answer to the AI Era Is Dumb Devices. For many years, we made everything "smart." Product managers guessed how you'd live your life, hard-coded it into firmware, and shipped it. AI changes everything. The future isn't smarter logic — it's dumb, excellent hardware with AI on top.

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Fredrik Öqvist
Fredrik Öqvist@fuheping·
@irvinxyz for sure, I feel like you start hitting up DG and Huizhou etc. when you get to the "hardware is hard" part of the journey
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Fredrik Öqvist
Fredrik Öqvist@fuheping·
@irvinxyz generally true, but I'd say it depends what stage you're in. HQB is a really good resource for early building and iterating, but yeah you should probably be heading up to DG when you're moving towards production
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Irvin (in Japan 🇯🇵)
Irvin (in Japan 🇯🇵)@irvinxyz·
FYI — being “deep in Shenzhen” actually means being boots on the ground in Dongguan at the manufacturing line. Not in Huaqiangbei neighborhood.
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Fredrik Öqvist
Fredrik Öqvist@fuheping·
I can't believe we got compliance drama and open source model attribution drama on the same day! We truly live in a timeline
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Fredrik Öqvist
Fredrik Öqvist@fuheping·
@niubi This feels like it could be a rerun of when Ericson shut down large parts of their R&D in Stockholm and Huawei basically came in and recruited an entire European R&D department straight from their main competitor. Crazy fumble play
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Fredrik Öqvist
Fredrik Öqvist@fuheping·
There we are
Kimi.ai@Kimi_Moonshot

Congrats to the @cursor_ai team on the launch of Composer 2! We are proud to see Kimi-k2.5 provide the foundation. Seeing our model integrated effectively through Cursor's continued pretraining & high-compute RL training is the open model ecosystem we love to support. Note: Cursor accesses Kimi-k2.5 via @FireworksAI_HQ ' hosted RL and inference platform as part of an authorized commercial partnership.

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Fredrik Öqvist
Fredrik Öqvist@fuheping·
ouch, not a good look if confirmed
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