Aris Konstantinidis

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Aris Konstantinidis

Aris Konstantinidis

@ariskonstant

strategy at @invtechinc | formerly strategy & biz ops at @OpenAI and @Cohere | alum @stanfordgsb

Athens, Greece Katılım Şubat 2020
1.3K Takip Edilen1.8K Takipçiler
Wojciech Zaremba
Wojciech Zaremba@woj_zaremba·
Life update — I’m moving to the OpenAI Foundation to lead AI resilience. AGI will bring tremendous benefits and potential disruptions, such as impacts on children and youth, model malfunctions, emergent bio-risks, and more. AI resilience is about minimizing these disruptions so society can fully realize the benefits. openaifoundation.org/news/update-on…
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Dimitris Karamanis
Dimitris Karamanis@DimKaramanis·
Τσίρκο, θλίψη, καταστροφή του μπάσκετ και του ανθρώπινου πολιτισμού.
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Ajeya Cotra
Ajeya Cotra@ajeya_cotra·
New post: on Jan 14, I predicted that SWE time horizon by EOY would be ~24 hours. Now I think it'll be >100 hours, and maybe unbounded. For the first time, I don't see solid evidence against AI R&D automation *this year.* Link below.
Ajeya Cotra tweet media
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rohit
rohit@krishnanrohit·
Commenting purely on perceptions: - anthropic says no to a contract, cites red lines, dow accuses them, evone defends them (rightly so) - oai negotiates a contract, says red lines are enshrined somehow, others can do the same, evone hates them Nobody has read both contracts.
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Aris Konstantinidis
Aris Konstantinidis@ariskonstant·
@MadhuYalamarthi I think the labs are too smart to go head-to-head. They'll let Trump win tactically (because he cares most about the perception of winning), and then they'll figure out a solution that in practice doesn't give him what he wants. That said, it's a turning point for sure.
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Madhu Yalamarthi
Madhu Yalamarthi@MadhuYalamarthi·
@ariskonstant The valley is going to learn the power of the US government. This is going to pan out for the next few months and going to be super turbulent unless someone figures out an off-ramp. May be Marc Benioff or Larry Ellison will smooth things at POTUS level.
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Aris Konstantinidis
Aris Konstantinidis@ariskonstant·
IMO it'll be consumption-based > hybrid (consumption+seat) > outcom-based, as you're moving up the stack
TBPN@tbpn

Salesforce CEO @benioff says he doesn’t see consumption-based business models overtaking the seat-based model: “I don’t know which Anthropic product you’re using, but the one I’m using is seat-based. I don’t know which OpenAI product you’re using, but mine is seat-based." "This is about humans and agents. Humans are seats. And then we have agents, too, and they’re using APIs." "It’s still humans and agents working together. That is what is exciting about the future of enterprise software." "That’s how I see it unfolding. It’s about a world where there are apps and agents - where LLMs extend our capability. They make us better, stronger, and give us the ability to do more. "Seats still exist. And consumption exists.”

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Aris Konstantinidis
Aris Konstantinidis@ariskonstant·
$200M today could become $10B tomorrow. It's not about how big or small the $200M is.
Aakash Gupta@aakashgupta

Anthropic is running a masterclass in negotiation-as-marketing right now. The $200M Pentagon contract represents 1.4% of Anthropic’s $14 billion run rate, up 14x from $1 billion fourteen months ago. This is not a number worth compromising a brand over. Amodei knows this. The Pentagon knows this. So why is he personally publishing a detailed statement, point by point, timed for maximum news cycle impact? Because every headline that reads “AI company refuses Pentagon’s demands on autonomous weapons and mass surveillance” is worth more than the contract. Anthropic just bought the most expensive brand positioning in AI history, and the Pentagon is paying for it. The statement is surgically written. Amodei opens by affirming he believes in using AI to defend democracies. Lists every classified deployment Anthropic pioneered. Emphasizes they’ve never objected to specific military operations. Then draws two narrow lines: no mass surveillance of Americans, no fully autonomous weapons. The framing makes it almost impossible to argue against without sounding like you’re pro-surveillance. The Pentagon’s negotiator called Amodei a “liar” with a “God complex.” The Pentagon threatened to invoke the Defense Production Act and label Anthropic a supply chain risk simultaneously. Amodei pointed out those two threats are contradictory: one says Anthropic is dangerous, the other says Claude is essential. That line will be in every news story for the next 48 hours. It was designed to be. Sen. Tillis, a Republican not seeking reelection, broke with the administration on the record. Said the Pentagon was being “unprofessional” and that you should listen when a company turns down money out of concern for consequences. Anthropic didn’t have to lobby for that. The positioning did the work. Every enterprise buyer evaluating AI vendors just watched Anthropic publicly refuse to let a customer override their safety commitments. For a company selling to regulated industries, that demo is priceless. The 5:01pm Friday deadline is tomorrow. Anthropic will either keep the contract with safeguards intact or lose it and gain something more valuable: permanent differentiation in a market where every other lab said yes.

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Aris Konstantinidis
Aris Konstantinidis@ariskonstant·
👏👏👏
Brian Krassenstein@krassenstein

BREAKING: OpenAI's Sam Altman @sama speaks out in support of Anthropic as Trump tries to intimidate them with threats: "I don’t personally think that the Pentagon should be threatening DPA against these companies. For all the differences I have with Anthropic, I mostly trust them as a company and I think they really do care about safety."

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Aris Konstantinidis
Aris Konstantinidis@ariskonstant·
I’m not saying it’s happening now, but when it happens it’s gonna be a rough and quick landing, and the YoY growth stats will be irrelevant.
TBPN@tbpn

BREAKING: @Benioff: "We've all been reading about the SaaSpocalypse. But our SaaSquatch is eating our SaaSpocalypse!" "Agentforce is now an $800M business, up 170% YoY. Agentforce and our data business together, that is now a $2.9B business, up 200% YoY."

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Aris Konstantinidis
Aris Konstantinidis@ariskonstant·
Sad but unfortunately very true
TBPN@tbpn

Benchmark's @bgurley says the traditional college path is stealing kids' agency and creativity. We should let them explore and find what they love instead: “Kids are being encouraged to sign up for a major before they even go to college." "They get stuck in these pathways, and there’s not a lot of exploration. There’s not a lot of search for creativity or obsession, or the kind of thing that really gets you going.”

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