Michael Cunningham

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Michael Cunningham

Michael Cunningham

@0xascale

20yrs investing & building startups. Now building AI search systems

Miami, FL Katılım Mayıs 2022
606 Takip Edilen885 Takipçiler
Michael Cunningham
Michael Cunningham@0xascale·
@AnthropicAI If no human ever experienced or found a bug, but an AI finds it and fixes it, did the bug ever happen? How do we really know it wasn’t just hallucinating ?
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Anthropic
Anthropic@AnthropicAI·
Patching these vulnerabilities will make us safer. But the software industry will need to adapt to the volume of vulnerabilities that models like Claude Mythos Preview will be able to find. We discuss this in our initial update on Project Glasswing: anthropic.com/research/glass…
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Anthropic
Anthropic@AnthropicAI·
Last month we launched Project Glasswing, our collaborative AI cybersecurity initiative. Since then, we and our partners have found more than ten thousand high- or critical-severity vulnerabilities in essential software.
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Steven Swinford
Steven Swinford@Steven_Swinford·
Wes Streeting has this morning set out his tax plans - specifically bringing capital gains tax into line with income tax He says that the current system is unfair because it penalises work Higher or additional rate taxpayers will pay 24% on gains in the current financial year. Streeting said that the rates should mirror income tax bands - so 40% for higher rate taxpayers and 45% for additional rate taxpayers He says that the approach could raise £12billion a year Streeting said: “A member of my family is a cleaner in Lancashire. She pays a higher tax rate on her salary than her landlord pays for the growing value of the home she lives in. She slogs her guts out, he puts in far less effort, yet the state rewards him more than her. And we wonder why people are angry. “The system is penalising work. It’s not fair and it’s bad for our economy. We need a wealth tax that works. A pound made from simply owning assets should not be taxed less than a pound made from a hard day's work. We can do it in a way that is pro-growth, pro-entrepreneur and pro-work.”
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Garry Tan
Garry Tan@garrytan·
Sanders and AOC introduced a bill to pause ALL AI data center construction. 300+ local bills filed. Half of planned 2026 data centers facing delays or cancellation. Each one brings billions to local economies. The people who say they want American jobs are trying to block the biggest job creation engine since the interstate highway system.
Garry Tan tweet media
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Michael Cunningham
Michael Cunningham@0xascale·
@DKThomp Landing rockets were known? Why because you saw it in a Star Trek movie? Insane take
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Derek Thompson
Derek Thompson@DKThomp·
I don’t think I’ve seen this take before but I like it. Musk has been world-leading at compressing money, resources, and time to make “known/hard” things at scale—make an electric car, make batteries, make a cheaper bigger rocket, all of which already existed but worse, at less scale, or more expensively —but he’s less than world-leading at cracking open breakthroughs in more unknown spaces. So it would make sense that XAI is lagging the frontier labs on new AI agents, but also that he’d have built a neocloud to power those models once they run short of compute
rohit@krishnanrohit

Also, fwiw, I pointed this out 4 years ago. That Elon's unique talent is suited better to some things than others. Getting a neocloud up and running is a known but hard thing to do, getting a model to be as good as the frontier labs is an unknown and hard thing to do. strangeloopcanon.com/p/on-thinkers-…

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Michael Cunningham
Michael Cunningham@0xascale·
Reading the bitter lesson and realizing this applies to all knowledge work. Understanding this makes you realize data centers and their compute are actually under appreciated
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Michael Cunningham
Michael Cunningham@0xascale·
@eladgil I always regret clicking on business insider article - complete spam ads.
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Elad Gil
Elad Gil@eladgil·
My view is the AI boom will only accelerate and is a once in a lifetime transformation This is orthogonal to whether many AI companies should exit in next 12-18 months, as some may lack durability vs labs, new entrants, or weird market shifts businessinsider.com/ai-startup-fou…
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Julien Chaumond
Julien Chaumond@julien_c·
This is where we are right now. And i’m not gonna lie it feels pretty magical 🧚‍♀️ Qwen3.6 27B running inside of Pi coding agent via Llama.cpp on the MacBook Pro For non-trivial tasks on the @huggingface codebases, this feels very, very close to hitting the latest Opus in Claude Code, or whatever shiny monopolistic closed source API of the day is. In full airplane mode. Most people haven’t realized this yet. If you have, it means you have a huge headstart to what I call the second revolution of AI. Powerful local models for efficiency, security, privacy, sovereignty 🔥
Julien Chaumond tweet media
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Michael Cunningham
Michael Cunningham@0xascale·
@fabknowledge OAI is getting shade because people are able to use GPT 5.5. This shade is because Mythos is supposed to this new paradigm, but few are actually getting to use it to verify if this is accurate.
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Michael Cunningham
Michael Cunningham@0xascale·
@Jesse_Livermore AI needs a clear and observable deliverable. If you dont provide this, it is just a probabilistic machine and will be all over the map.
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Jesse Livermore
Jesse Livermore@Jesse_Livermore·
Everyone bonkers over AI right now, but my recent experience is that it's been getting worse. ChatGPT and Claude. Frequent hallucinations. Maybe 25% of the time if I say, "That sounds wrong, double check it", I get a backtrack & a different answer. Is it just compute scarcity?
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Michael Cunningham
Michael Cunningham@0xascale·
@atelicinvest I have spent a lot of time on this problem. I hope you succeed. The problem is the massive amount of edge cases.
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Gokul Rajaram
Gokul Rajaram@gokulr·
CODING: THE CANARY VERTICAL Coding is the first AI vertical to hit escape velocity, and a preview of every market that follows. (In other words, it's the canary in the coal mine) Coding got there first for a reason: it has the most objective feedback loop in any knowledge work category. Code runs or it doesn't. Tests pass or they fail. That signal richness is why models hit near-superhuman capability on code before law, finance, or medicine. And why developer tools were the first category where AI crossed from "interesting demo" to "I can't work without this." The growth story is well known. The more interesting thing, IMO, is the collision. Anthropic shipped Claude Code. OpenAI has Codex. Google with Gemini Code Assist. Every major lab now competes directly for the developer, with companies like Cursor, @FactoryAI, Cognition and other application layer startups. The infrastructure layer and the application layer are now indistinguishable in software development. Foundation model companies started with model quality but built distribution. Application companies started with distribution and built their own models. Every other vertical will go through the same arc: models get good enough, app companies find the right workflow wrapper, growth takes off, foundation model companies notice and build directly, app companies build their own models for defensibility. Legal is probably 12-18 months behind coding on this curve. Finance is similar. Healthcare is further out, because feedback loops are slower and regulation adds friction. App companies that survive will look like Cursor or Factory: deep workflow integration, proprietary context, switching costs that outlast a model upgrade. Founders building vertical AI companies: the foundation model companies are watching your category's growth curve. They will build what you're building once the market validates it. Become a deeply embedded product that truly runs your customer's business. Build the whole platform so you are irreplaceable before they arrive.
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Michael Cunningham
Michael Cunningham@0xascale·
Trying to parse SEC filings with AI is a great use case to learn the limitations of AI
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Michael Cunningham
Michael Cunningham@0xascale·
@benhylak In my first use of Opus 4.7, it ran for 25 minutes and ignored everything I asked. When I asked what it did for 25 minutes it said it was micro scripting and testing. this task took Opus 4.6 10 seconds.
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ben hylak
ben hylak@benhylak·
opus 4.7 mega feedback thread 🧵 (the only thing you need to read today)
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Michael Cunningham
Michael Cunningham@0xascale·
@EricLDaugh They way he says “Happy Tax Day New York” with a huge grin pretty much says it all.
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Eric Daugherty
Eric Daugherty@EricLDaugh·
🚨 UPDATE: Ugandan Mayor Mamdani drops MASSIVE ad encouraging people to move all their stuff to Florida instead of NYC He just created a new tax! "Today, we're taxing the rich." "I am THRILLED to announce an annual fee on luxury properties worth $5M+ whose owners don't live in the city." 🤡
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