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Patrick Wieghardt
18K posts

Patrick Wieghardt
@TAGACAT
Lo que te perderías si vivieras en Suiza 🇨🇭🇵🇪 Posts: ⚕ healthcare 🧬 data junkie 🫡 M.Reiche 🪙AI✈️🏉🐴⛵ | @ETH @BUbioinfo @HEClausanne ▶️🌐
Lima | Zürich Katılım Ocak 2011
1.1K Takip Edilen9.8K Takipçiler
Patrick Wieghardt retweetledi
Patrick Wieghardt retweetledi

History rhymes or something

MAKS 26 🇺🇦👀@Maks_NAFO_FELLA
😅 Trying to put out a fire in a warehouse in the Moscow region.
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Patrick Wieghardt retweetledi

This is a land use chart from Bloomberg in 2018. Estimates are data centers will use 900,000 acres by 2028.
That would be less than 4 of the individual squares here. So less than flowers.

Sophie Cunningham@sophaller
so how do we save our farm land and stop all these dumb data centers?
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Patrick Wieghardt retweetledi
Patrick Wieghardt retweetledi
Patrick Wieghardt retweetledi
Patrick Wieghardt retweetledi

El CEO de Anthropic dándose cuenta de que Claude Fable 5 volvió hace 48 horas y un tipo lo uso para construir un sistema para crear sitios web cinematográficos de $50,000 y acaba de filtrar toda la estrategia gratis
me@twetsfyp
Mito Claude is back in an insane way This is a 16-minute tutorial on how to create $50,000 cinematic websites (step by step) with Claude Fable 5
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Patrick Wieghardt retweetledi

Our thoughts on the importance of AI sovereignty.
1. Your AI sovereignty dictates your institution’s future. Sovereignty is the precondition for choice. Relinquishing sovereignty transfers the future choices of your institution to others, who are likely to exploit it for their gain and your loss.
2. Data retention is your treasure. Transfer it at your own peril. Your ability to win is dictated by your ability to recognize and use your unique edges, and you keep winning by compounding the underlying data to generate new insights. Transferring that data hands over access to your pre-existing winning plays and yields the means of production for new ones.
3. Tokenmaxxing hijacks your value orientation and decreases your institutional fortitude and intelligence. The pursuit of high token usage incentivizes disposable scripts over robust software — with the addictive feeling of false progress. There is a reason why those selling tokens refuse to charge based on value.
4. Controlling your weights is controlling your fate. Weights are the distilled form of hard-won, accumulated institutional knowledge. If you let others control your weights, you are allowing them to migrate the alpha of your business to theirs.
5. There is no contradiction between sovereignty and alpha. The architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha.
6. Politicizing the technical issues involving sovereignty is what your adversary wants. Techno-politicization is the wellspring of false sovereignty. Techno-politicization drives decisions that seem to reduce dependency, but ultimately limit agency — especially on the battlefield in the West.
7. Real expertise is existential. Allowing politics or favoritism to determine your technical decisions rewards whoever is best at politics, not whoever is right. Listen to those closest to the problems, not those speaking most compellingly about them.
8. Learn from institutions that are winning or that have consistently delivered. Institutions facing existential threats do not have the luxury of making technical decisions based on political preferences.
9. Only listen to institutions, countries, and people who have a proven record of being right. A track record of correctness is the best and only signal for future correctness. Judging something as right or wrong based on who you like is exceedingly misguided.
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Patrick Wieghardt retweetledi

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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Patrick Wieghardt retweetledi
Patrick Wieghardt retweetledi
Patrick Wieghardt retweetledi

Patrick Wieghardt retweetledi

Atención: @IvanCepedaCast reconoce la victoria de @ABDELAESPRIELLA en las elecciones presidenciales. Vía @BluRadioCo
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Patrick Wieghardt retweetledi

El padrino de la inteligencia artificial: "Si duermes bien esta noche, puede que no hayas entendido esta conferencia".
Esta conferencia de 47 minutos es lo mejor que he visto sobre inteligencia artificial en los últimos meses.
Definitivamente te ayudará a entender cómo funciona realmente y hacia dónde se dirige.
Geoffrey Hinton construyó las redes neuronales que hay detrás de cada inteligencia artificial actual y luego dejó Google para advertir al mundo sobre ello.
La parte que nadie quería escuchar:
La inteligencia artificial ya está desarrollando habilidades que sus creadores no tenían previstas.
En la mayoría de las tareas cognitivas ya está por delante de nosotros.
La pregunta ya no es si nos superará, sino cuándo.
La única decisión que queda es de qué lado de esa línea te encuentras.
Ahora mismo, la persona promedio abre Claude, escribe algo, obtiene una respuesta y cierra la pestaña.
Creen que están utilizando inteligencia artificial. Quizás estén usando un 10% de ella.
Repasé toda su conferencia y construí conceptos prácticos a partir de lo que estaba describiendo.
La brecha no estará entre las personas que usan inteligencia artificial y las que no.
Estará entre las personas que la entienden y las que no.
Empieza hoy con estos 20 conceptos de inteligencia artificial.
Chesny@chesny
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