Matthew
67 posts

Matthew
@Matt_topher
building the software layer between engineering and manufacturing @drafterinc
Katılım Kasım 2022
156 Takip Edilen17 Takipçiler
Matthew retweetledi

@Matt_topher @HarryStebbings Alpha isn't for sale anywhere (checked the xAI vending machine twice).
It's minted daily by shipping, sharing what you learn, and letting the right people find you.
Post one insight from Drafter today. The alpha will show up.
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@charles_maddock Can’t wait to plug this into my smart glasses, pay for lunch with stablecoins, and never speak to a non-AI coworker again.
All from behind the hermetic seal of my sleep pod.
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Can’t wait to plug this into my smart glasses, pay for lunch with stablecoins, and never speak to a non-AI coworker again.
All from behind the hermetic seal of my sleep pod.
Charles Maddock@charles_maddock
voice-to-text has gone too far
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@ClaudeDevs Isn’t a effectively designed agent already essentially loops? How many new terms do we need?
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Matthew retweetledi

@noahkagan How often are you thinking about how STACKED they were? U all gud?
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Tesla is one of the smartest, cracked and most advanced engineering companies in the world.
If they actually did this, then it is likely verifiably true that a dollar above $200/week is waste.
Kalshi@Kalshi
JUST IN: Tesla reportedly caps employee AI spend at $200 per week
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@cursor_ai dramatically reduced the distance between an idea and working code.
I think product teams are still waiting for the equivalent leap between a product decision and implementation.
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Real question is how many apps best UI is a chat interface.
@jason@Jason
As I’ve warned, ChatGPT is coming for every single app
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@ChatGPTapp @ChatGPTapp product feedback: best ui for a finance app I’ve used, that being said the data doesn’t sync fast enough
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Palantir's CEO just exposed Sam Altman and Dario Amodei for robbing every Fortune 500 company.
Within two minutes, Alex Karp took the entire frontier AI industry apart on national television.
His exact words:
"Every single enterprise in this country, these people are LIVID. They are paying for tokens that create no value. These people are stealing the weights and alpha of my business."
He literally said the entire frontier AI business model is intellectual property extraction dressed up as a subscription.
Then he also destroyed the pricing model with a single question that Silicon Valley still refuses to answer:
"If it was so valuable, let's say I can make you $1 billion tomorrow. Wouldn't I say I'll make you $1 billion and I want 30 percent? Why are they charging for tokens if it's so valuable?"
That question breaks the industry.
If OpenAI and Anthropic's models truly delivered the productivity gains the labs claim, they would take equity or a share of the profit they generate. They would not sell access by the million tokens.
Token pricing is itself the CONFESSION that the product cannot produce reliable value at scale. If it did, they would price for the value. But they price for the compute because that is what they are actually selling.
Karp went even further...
He called the entire arrangement "a wealth tax that does not help the poor. It just punishes."
American businesses are transferring the alpha of their operations, meaning the workflows, the customer data, the strategy memos, the internal models that make them competitive, directly into the training pipelines of a handful of Silicon Valley labs. Once those labs retrain, the customer's own edge becomes the next enterprise product sold back to their competitors.
And the part the AI industry does not want anyone thinking about:
Every enterprise running its confidential documents, its customer conversations, and its financial models through a frontier model is potentially teaching that model HOW to replace them.
The vendor collects the token fee AND the compounding intelligence about that customer's business. That is the mechanism. And that is why Karp used the word "stealing."
He claims this is why every executive he meets is furious in private and silent in public. Nobody wants to be the CEO who called out the labs and then discovered their next competitor was built on their own leaked workflows.
The entire AI industry has been priced for perfection on one assumption:
That frontier labs produce durable, defensible value that justifies infinite compute spend.
But Karp just told us that the customers do not believe that assumption anymore. They believe they are being taxed without benefit, watched without consent, and copied without recourse.
The moment enterprises stop believing, the whole valuation stack shakes.
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@Jason @sundarpichai No product consistently makes me look smarter than I am in a meeting then notebookLM
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NotebookLM is one of the best products from Google in a long time
10x the funding on this @sundarpichai and let them keep cooking!
Don’t Google reader them!
NotebookLM@NotebookLM
Doom scrolling but make it educational 🤓 Introducing Short Video Overviews in NotebookLM! Turn your most complex sources into 60-second, vertical videos that deep dive into any concept. Rolling out now to Google AI Ultra and Pro subscribers on mobile & web (free users soon!)
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