Jackson

@AnthropicAI Wow…

We’ve identified industrial-scale distillation attacks on our models by DeepSeek, Moonshot AI, and MiniMax. These labs created over 24,000 fraudulent accounts and generated over 16 million exchanges with Claude, extracting its capabilities to train and improve their own models.

@kevinxu That’s just not even true

$PLTR and $HOOD were both -80% from IPO too.

@michaeljburry Who cares about their 2025 books?

One more. OpenAI is the linchpin here. Can anyone name their auditor?

@sama Sam please give us a TLDR

Yesterday we did a livestream. TL;DR: We have set internal goals of having an automated AI research intern by September of 2026 running on hundreds of thousands of GPUs, and a true automated AI researcher by March of 2028. We may totally fail at this goal, but given the extraordinary potential impacts we think it is in the public interest to be transparent about this. We have a safety strategy that relies on 5 layers: Value alignment, Goal alignment, Reliability, Adversarial robustness, and System safety. Chain-of-thought faithfulness is a tool we are particularly excited about, but it somewhat fragile and requires drawing a boundary and a clear abstraction. On the product side, we are trying to move towards a true platform, where people and companies building on top of our offerings will capture most of the value. Today people can build on our API and apps in ChatGPT; eventually, we want to offer an AI cloud that enables huge businesses. We have currently committed to about 30 gigawatts of compute, with a total cost of ownership over the years of about $1.4 trillion. We are comfortable with this given what we see on the horizon for model capability growth and revenue growth. We would like to do more—we would like to build an AI factory that can make 1 gigawatt per week of new capacity, at a greatly reduced cost relative to today—but that will require more confidence in future models, revenue, and technological/financial innovation. Our new structure is much simpler than our old one. We have a non-profit called OpenAI Foundation that governs a Public Benefit Corporation called OpenAI Group. The foundation initially owns 26% of the PBC, but it can increase with warrants over time if the PBC does super well. The PBC can attract the resources needed to achieve the mission. Our mission, for both our non-profit and PBC, remains the same: to ensure that artificial general intelligence benefits all of humanity. The nonprofit is initially committing $25 billion to health and curing disease, and AI resilience (all of the things that could help society have a successful transition to a post-AGI world, including technical safety but also things like economic impact, cyber security, and much more). The nonprofit now has the ability to actually deploy capital relatively quickly, unlike before. In 2026 we expect that our AI systems may be able to make small new discoveries; in 2028 we could be looking at big ones. This is a really big deal; we think that science, and the institutions that let us widely distribute the fruits of science, are the most important ways that quality of life improves over time.

@creatine_cycle Except for the fact that

*girl in yoga pants approaches* "how many sets do you have left?" "it's... it's um... well... let me, it's... i... i... there's several different things one could say"

@CodeStrap411 Facts

This is a "now" opportunity: In 2 years, everyone--founders, developers and investors--will be competing for a place in the Startup Fellowship. As Palantir says, "the next Palantir will be built on Palantir." Don't wait. CodeStrap's "Code and Connor" Episode 15 releases this week with our friend Zoë Ruki Nengite from Palantir Technologies. Zoë is a Forward Deployed Engineer at Palantir and has spent the last few years supporting the developer community, composed of the independent builders in their platforms. As an 5-year FDE, she has also embedded with almost every industry Palantir operates in, most notably working with manufacturing customers from paper manufacturing to battery making. Our 15th episode focuses on: → How Palantir is attracting developers to the platform → Current state of the developer community and ideas to improve it → DevCon and other community-led events (i.e., FuturOps) → American Tech Fellowship → User adoption in enterprises of Foundry and AIP → What makes a Palantir developer / FDE? → Palantir product roadmap and insights into MMDP, Marketplace, AI FDE Be sure to follow us to get the latest information, and schedule a meeting with us through codestrap.com! For information on the Startup Fellowship, visit lnkd.in/e-cnUAd4

Sora 2 is unreal!

@theinformation @Box @levie @chadwahl 🫢

.@Box CEO @levie on why AI agents can't keep a secret. "The reason why you probably won't see a complete compression of software where it's just a an agent and a database is because there's a lot of logic in the workflow and in the the company's specific sort of business process that needs to be built into that and around that database." "The agent will make a mistake 1% of the time and it will share the wrong thing with somebody or open up an access privilege to the wrong person." "AI agents can't keep a secret." Watch the full episode on bit.ly/4lYWBic

@chadwahl Used it this weekend!

Palantir 🤝 MCP

@ThinkTank_Group Market cap is thick

@PalantirVision He’s not in top

Zuck made one good product and all he’s done since is copy and buy competition for 20 years to stay at the top?

This is clearly working so I can’t knock it (especially if they retain their new ai talent)

@TimDodaro2 Touché

@PalantirVision Didn’t he copy Facebook too?

@ScottWu46 Wow congrats

It’s a privilege to welcome Windsurf to Cognition. Here are more details in the note I sent to our Cognition team this morning: Team, As discussed during our all-hands, we are acquiring Windsurf. We have now signed a definitive agreement and we couldn’t be more excited. Here’s a recap and, again, this information is highly confidential until 11am PT, after Windsurf’s all-hands. The Windsurf team deserves to hear this from Jeff and me in the right way, so please keep everything quiet in the interim out of respect for our new colleagues. So, what exactly is the deal? With this acquisition, Cognition will own Windsurf’s beloved product and strong business: -The Windsurf IDE, now with full access to the latest Claude models -Windsurf's IP, including their trademark and the strong brand they have built -$82M of ARR and a fast-growing business, with enterprise ARR doubling quarter-over-quarter -A user base that includes 350+ enterprise customers and hundreds of thousands of daily active users Above all, we are welcoming some of the most impressive people in our industry, including world-class GTM, engineering, and product teams. We’ve long admired the Windsurf team and what they’ve built. One of my top priorities in structuring this deal was to honor their talent, hard work, and accomplishments in making Windsurf the great business it is today. To that end, Jeff and I worked together to ensure that every single employee is treated with respect and well taken care of in this transaction. Specifically: 100% of Windsurf employees will participate financially in this deal 100% of Windsurf employees will have vesting cliffs waived for their work to date 100% of Windsurf employees will receive fully accelerated vesting for their work to date Every new employee of Cognition will be treated the same way as existing employees: with transparency, fairness, and deep respect for their abilities and value. After today, our efforts will be as a united and aligned team. There’s only one boat and we’re all in it together. What this means for Cognition is that we’ll be able to move even faster on our mission of building the future of software engineering. As you all know, we’ve had strong momentum and adoption over the last few months. For many enterprise engineering teams, Devin is already a top contributor. As our customer base continues to grow, it’s clear that combining the rapid adoption of Devin as the leading fully autonomous agent with Windsurf’s IDE product and scaled GTM machine will be a massive unlock. There’s never been a more exciting time to build. Within our lifetime, engineers will go from bricklayers to architects, focusing on the creativity of designing systems rather than the manual labor of putting them together. It’s a privilege to be in this position, and it’s your hard work that has brought us here. There’s much more to do ahead, and the work won’t be easy, but today is a huge win for all of us in the positive-sum game we’re playing. Thank you for being on this journey together. Now let’s get ready to give our new colleagues a warm welcome. Scott

@MillionInt 👀

There is smart scaling and there is dumb scaling

@chadwahl Have you tested it? Seems like they beat 2.5 DeepThink to the punch on that…

Running parallel LLM calls on the same problem to see validate convergence on a solution from stochastic models is incredibly powerful. Wild to see how good grok 4 heavy is using this.

K-LLM 🧐

@nikitabier Congrats on making it happen

First-mover advantage is a myth

@CodeStrap411 Thanks for that. I’ve been really impressed with OAI ChatGPT web search in CoT for o3 / o4-mini but too much latency for this use case. I didn’t know that about Gemini, I hope they change that. Aside from that they’re killing it right now!

Thanks Jackson. We currently use OpenAI's search tool behind the scenes. I am replacing it with Google's search API soon. It's not easy, though, because Google still won't kill its search business by scraping the web pages for you. Only AI mode does that, not the API. But one thing I have learned is that the best way to get a good answer is to provide the exact information the model needs to answer the questions. Google is hands down the best information retrieval system on the planet for the web. Palantir Foundry is like a private enterprise Google search that can bring together every last bit of the orgs data. These two things together are like superpowers.

Latest progress on our AI Executive Assistant, Vickie. Not perfect yet, but getting there. ElevenLab's React SDK powers the conversational UX. Vickie uses Foundry to store and manage the state machine executions, as well as ground the model in our organization's data. This is how Vickie resolves email and Slack channel IDs, among other things. Foundry also provides an end-to-end security and governance model from data ingestion to application serving. In the demo, Vickie is running in our Vercel app, but she can also be deployed as a container-based workload, including using Foundry Compute Modules. This enables FDEs and citizen developers to use Vickie in workshop applications, AIP Logic and Automate, AIP Agent Studio, etc. The OSDK serves as a single integration point. This is all made possible by CodeStrap's Foundry Developer Foundations framework and Palantir: Software That Dominates!