Desmond
16.5K posts
Desmond
@DesFrontierTech
Tracking how technologies become industries.
Katılım Aralık 2020
685 Takip Edilen8.6K Takipçiler
I think OpenAI has a monster problem on its hands...
$MSFT $PLTR
You?
Tip o'the hat to @drmusician1 😀 💯
BIGDATA DOCTOR@drmusician1
팔란티어의 AI주권 백서에 크게 공감하고 있는 마이크로소프트 CEO 카프까지 언급 👏
English
problems that never looked like software problems before now become software problems.
Johnny Ho@randomjohnnyh
More efficient, less expensive models. Which will in turn lead to less stressful daily work with agents and more trust that they will accelerate and empower us rather than add additional unnecessary overhead. The future is bright for human creativity. Less compute spent on slop and more time on curiosity.
English
English
@DesFrontierTech @genejchan @paullecoque take a listen or another listen if you have not already.. the Trump orders require all government contractors to become PQC compliant.. this means Lockheed, Northrop, Boeing.. every system.. this means infrastructure, hardware chips.. you know how deep this goes.. also consider the cloud providers, Amazon, Microsoft, Google... the TAM has just exponentially increased and we know of a company that has everything that is needed...
youtube.com/watch?v=QiB9Zl…
YouTube
English
🚨Preuve concrète côté quantique, pile un an d’écart :
Mi-2025 : Capella Space se fait racheter par $IONQ , encore un pari sur le futur.
Mi-2026 : $IONQ vend commercialement de l’InSAR depuis l’espace, contrat de 39M$ avec la Space Development Agency signé.
Mi-2025 : Quantinuum promet 99,9% de fidélité “bientôt”.
Mi-2026 : Helios livre 99,921% en prod, IPO à 15Md$ de valorisation.
Le signal qui compte n’est jamais la roadmap. C’est le moment où le produit sort du slide et rentre dans un contrat signé.
Desmond@DesFrontierTech
the strongest evidence that a technology has arrived is what customers can do today that they couldn't do a year ago
Français
FINALLY, earnings season and I can't wait to chew on real numbers instead of watching the markets lurch from headline to headline... you?
Let's start strong with the super-savvy @Varneyco at 0920EST.
Meanwhile... Bryce has decided to do something about the heat🐾
English
$IONQ Classiq, a global leader in quantum computing software, announced today an up-round strategic funding round with the participation of AMD Ventures, Qualcomm Ventures, and IonQ, alongside major financial institutions, the Korean giant Mirae Asset Capital, November 13, 2025
English
$IONQ Israeli quantum startups Quantum Art, Classiq in talks for Wall Street listings at up to $5B each
share.google/26fWvCVQQ4GCVG…
English
Lessons from this:
1) Don’t outsource your judgment to the PR team. Use your own instincts, there’s a reason you’re the one running the company. @radbackwards makes this point and he’s right. You wouldn’t blindly approve a product update; don’t take your eyes off the road with comms
2) Judge people not outlets. “Boycott Wired” isn’t the answer. Even an independent podcaster could be an angel in your competitor. Or the perfect person to help tell your story might work for mainstream media. The unit of analysis is the individual not the institution
3) Go direct. Building your own platform lets you maintain (or regain) control over your narrative. Going direct doesn’t mean shunning the media, but even if you did, criticism is unavoidable. Having an audience lets you say your piece and reset the narrative, as Dar does here
dar@radbackwards
I gave WIRED the exclusive on our hands launch, and they wrote a really weird article about how we are sexualizing robotics… wired.com/story/the-1x-n… I felt pretty betrayed because that’s not what they told me they were writing about not is that what I’ve ever been about… actually I stand for quite the opposite… But I’ve come to find a lot of dishonesty and malice in the journalism community so I wasn’t surprised. This is what I sent the author… I’m only sharing this because I hope it encourages journalists to resist the click bait trap and tell truly awesome stories because I for one don’t believe journalism is dead— I think it’s just starting and just needs to evolve past the weird corner of the internet where data driven optimization turns everything into smooth brained shocking brain rot bullshit. The technological revolution we are going through should inspire a journalism renaissance. Not let it fall into further decay. There is so much brilliance at play in the world and the stories should be told! My note: “[author name redacted], it was nice talking to you, but I wanted to let you know that I didn’t enjoy your article at all. I understand the need to be inflammatory because that seems to be the only thing that gets clicks these days but that doesnt mean you shouldn’t recognize when something special is in front of you. I trusted our PR team in saying we should offer you the exclusive on what is one of the most important technological developments in the history of Mankind and I deeply regret it. Good luck with the rest of your writing career. -Dar Sleeper”
English
starting to wonder if organizational learning becomes the most valuable asset on the balance sheet
Satya Nadella@satyanadella
English
@KoretoffJohn @chamath @salimismail @OpenExO my view is that every infrastructure shift eventually becomes an organizational shift. the companies im watching are the ones that reorganize around new capabilities first.
English
I think the short term change is the organisation itself. It will be restructured. @salimismail is doing incredible work here with @OpenExO.
Companies that adapt to the new structure and deploy the agents themselves will have an advantage.
Orgs should be come more flat.
On the technology side, I think what will be delivered that can’t be delivered today is the actual vision of RPA. So maybe the work @UiPath has done to reorient their business could become valuable.
Let’s take a step back — what’s your view?
English
Every gigawatt will be monetised.
Every chip will be deployed.
All memory will be used.
Plan accordingly 🦾
English
@KoretoffJohn @chamath your short term answer was organizational. what organizational change do you think companies underestimate the most?
English
It’s a great question and depends on the timeframe.
Here is my speculative take:
Short term — the businesses that deploy and adapt their business models and structure to leverage those agents will capture the benefit.
Medium term — human labor goes through a Renaissance moment and new creative endeavours are born. I think we end up with more artists but probably an equal amount of people living off of social programs created because of the GDP boom.
Long term — true Dyson swarms.
I think vertical integration is important here so companies like @SpaceX should be long term winners.
Short term companies like @cognition and @FactoryAI probably capture a lot of the value accrual as they expand their capabilities in coding then potentially expand into other parts of the org.
Early entrants to the model layer like @thinkymachines and @ElorianAI have the potential likely cause a lot of disruption to the current big name players.
Then we can’t forget about hard tech robotics scaling like what @Tesla and @Figure_robot are pursuing with humanoids.
English
@KoretoffJohn @chamath what businesses only exist once long horizon agents become reliable?
English
His thesis was that the value will start to accrue at the application layer and I agree with you that much more work has been done to explain the infra.
I think long horizon agents, both embodied and virtual, with robust payment rails will fundamentally unlock the next wave of step function economic value.
English
@KoretoffJohn @chamath i think chamath has done a great job explaining why infrastructure matters. i'm chasing a different question: what does new infrastructure make possible? thats the framework i'm building. happy to share it as it develops. 🙌
English
@DesFrontierTech So you are interested in the infrastructure layer then?
Would love to see what you put together and see how it expands on the work @chamath has shared publicly.
Thanks for sharing sir 🙌🏼
English
@KoretoffJohn i'm building a framework for what gets built after new infrastructure arrives. every infrastructure cycle makes new businesses possible. the patterns show up before the companies do.
English
@DesFrontierTech Tell me more about how you are capitalising on your interest in the application layer, I’m curious.
English
Desmond retweetledi
NEW: Study reveals LinkedIn is the most AI-saturated major social platform, with over 40% of long-form posts flagged as fully AI-generated “slop.”
English