Ash Edwards

189 posts

Ash Edwards

Ash Edwards

@ashedwardst

London | founded Fern Labs (acq.) | ambulating, tomfoolering

Katılım Ağustos 2019
334 Takip Edilen178 Takipçiler
Ash Edwards
Ash Edwards@ashedwardst·
@Manderljung Hilarious experience getting a new sim in the Covent Garden Vodafone “Yeah great coverage great coverage… so now if you just go to the end of the road to test if you can get signal”
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Ash Edwards
Ash Edwards@ashedwardst·
@levelsio Midea is also an excellent AC A fraction of the price of a Delonghi (which I bought after - unfortunately) and better
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Ash Edwards
Ash Edwards@ashedwardst·
Truly required reading for any European founder, official, operator. Really brilliantly sums up our state I remain hopeful; there is a massive amount to be done and changed. This can and should happen on all layers
Nathan Benaich@nathanbenaich

Europe cannot rent its way to AI sovereignty. TLDR, here's my take I shared with frontier AI lab leadership this week. When Washington can disable a model overnight, the question is not whether AI is safe but who controls it: A week ago the United States government ordered Anthropic, the world's most valuable AI startup, to shut off its most capable model, Fable, for every foreign national on earth - whether they worked for Anthropic or not. This was not an export ban on a weapon sold to an adversary. It was an instruction to disable a commercial product, four days after its release, after officials acted on a claim - which Anthropic disputed as narrow and unproven - that its safeguards could be jailbroken to expose cyber-offense capabilities. I have spent my career around this technology, first as a graduate student and for the past decade as an investor @airstreet. In that time I have watched AI move from recommending movies to driving cars, speaking with a human voice, and editing the genome. I have also watched the debate about its risks settle on only half the question. That debate is mostly about capability: how powerful these systems are becoming, and whether one might escape human control. Those are real questions. But they are not the only ones, and the Anthropic episode exposed the half we have neglected: access and control. The most advanced AI is built by a handful of American companies, on American soil, under American law, and what the rest of us are allowed to do with it can change on a Friday afternoon. The risk that matters today is not only that AI goes rogue, but that we do not control access to it at all. Consider what "renting intelligence" now means in practice. A European hospital triaging scans, a bank screening fraud, a defense ministry planning for a conflict: increasingly each runs on an American AI system that's governed by its export regime. A single directive in Washington cascades, instantly, through every institution wired to that model. We have built core economic and public infrastructure on a supply that a foreign government can shut off. And while there are open-source alternatives, they're either Chinese or not at the frontier, and building European infrastructure on Chinese open weights trades one dependency for a thornier one. And these systems are starting to improve themselves. As they do, AI stops being one industry among many and becomes the input to all the others - writing the code, running the research, designing the products, and, increasingly, generating the growth itself. Once intelligence is the engine of an economy, a country without a frontier model of its own does not lose a sector; it loses control of the inputs to everything else, and the independence that depends on them. Worse, the gap compounds: capability that improves itself gets harder to chase with every month it runs ahead. This is not a race Europe can plan to enter in a decade. The window to be a builder rather than a buyer is measured in the time it takes to stand up a cluster, not a career. This should sting, because Europeans invented much of modern AI. DeepMind was founded in London and sold to Google in 2014, and a great deal of the talent that followed now lives in California. Today Europe faces a company worth almost $1 trillion and American tech giants spending an estimated $450 billion a year on AI infrastructure. Its answer has been the EU AI Act and a capital commitment that is a rounding error by comparison. A single American site, xAI's Colossus in Memphis, runs more than half a million GPUs. Europe has nothing remotely at that scale. The instinct to govern this technology is right, but we're off on the ambition by orders of magnitude. It is fair to object that regulation is itself a form of power. But a rulebook is not a substitute for the thing it governs. You cannot regulate, or be cut off from, an industry you do not have. Europe's instinct, when it is cut off, is not to build but to ask. We saw it within the week. The G7 convened in Evian and floated a "trusted partners" scheme to win back the access it had just lost, while Emmanuel Macron feted Donald Trump beneath the gilt of Versailles, the palace where France once helped midwife American independence. Two and a half centuries on, the dependency has reversed, and the posture is courtship. None of this means Europe can match the American frontier dollar for dollar. With today's capital, it cannot, and pretending otherwise only wastes the little it has. But the goal is not parity, it is leverage. A country does not need the best model in the world to be sovereign; it needs a credible one of its own, on its own soil, good enough that being cut off is survivable rather than catastrophic. That is the difference between negotiating your access from dependence and negotiating it with an alternative in hand. The point is not to win the race. It is to make sure no one else can end it for you. Sovereignty of that kind is something you build, and Europe has done it before. The Financial Conduct Authority's regulatory sandbox, launched in 2016, let startups test products with real customers under supervision instead of waiting years for authorization. The pro-innovation culture it signaled helped make London the fintech capital of Europe, home to Revolut, Wise, and Monzo. Government should be AI's most demanding early customer rather than writing rules for systems it has only ever imported. Industry has to stop behaving like a tenant. Too many European companies rent the entire stack from American providers and build a thin product on top. That earns a margin and owns nothing: when the lab that supplies you decides to compete with you, or its government decides to cut you off, you have no ground to stand on. Where it counts, build and hold your own models and compute. And our universities, which should be the source of all this, still work against it. I have argued here before that Europe's spinout system is broken, and it remains so. Too many institutions treat the companies their research creates as something to extract value from, rather than as the vehicle through which a discovery reaches the world. The best research should leave the building as a company, in addition to a paper. We keep framing AI safety and AI ambition as a tradeoff, as though a country must choose between governing this technology and building it. It is not a choice. The safest position is not the most heavily regulated one. It is the one where the model runs on your terms, in your jurisdiction, and no one on the far side of an ocean can reach over and turn it off. Right now that finger is not ours. Until it is, every other conversation about AI risk is one we are having with someone else's permission. --- END

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Ash Edwards
Ash Edwards@ashedwardst·
@Fremond_ Massive swathes of it are also absolutely gorgeous
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Loïc
Loïc@Fremond_·
I think perhaps this is a touch too doomerist to be accurate. London's offering is that it is the via media, the middle way, between American workaholic grind culture and continental European indolence. In terms of history and culture, everything New York has to offer, London has more of it. In terms of opportunity, access to capital, access to talen - London beats Paris and Madrid any day. Yes, taxes are exorbitant, the city is not terribly safe, and frankly much of it is quite ugly. But it still remains, in my view, the best option globally.
Aporia@aporia9n

London doesn’t win on any single metric. NYC has more upside. Dubai better taxes. Madrid better lifestyle. Paris more beauty. Singapore better efficiency. Zurich more safety. But it’s probably the best weighted average for ambitious non-Americans: career depth, English, social density, culture, family proximity and long-term base.

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Ash Edwards
Ash Edwards@ashedwardst·
Zaki and Martin were pushing llm product ideas in the davinci days, ridiculous foresight and technical vision. Way ahead of everyone else. And Tilman’s truly a LS goat, and just delightful. Very bullish, and happy they have got an investor of equal calibre!
Nathan Benaich@nathanbenaich

i'm excited to unveil a $12m round for @perceptictech, operationalizing frontier ai systems to transform biopharma from @airstreet @accel elder gull and angels from ai labs @ashedwardst of fern labs (now @poolsideai) intro'd me to tilman (ceo) who was spinning up a newco in ai for science after his 7 year stint at palantir since then, a) biopharma has materially revved up its appetite to transform itself from within with frontier ai systems and b) ai labs are pointing their attention to science too now is the time to build a new ai-first software company to power the biopharma industry writ large working with martin copes and zaki trache - of palantir aip lore - with whom i have way too many mutual pal friends, was the right crew to do this with we're already live in top-20 pharma accounts speeding up a number of critical workflows with much more to come more from me via @airstreetpress below join us!

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Ash Edwards retweetledi
almonk
almonk@almonk·
shimmer also runs entirely on your phone. An instant-on VM, with Poolside Agent in split screen and a full dev environment - pinch me shimmer.run
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Robert
Robert@skull8888888888·
Excited to share that @lmnrai has raised $3M to build open-source observability for long-running AI agents. Laminar is how companies like @browser_use, @OpenHandsDev, and Rye see what their agents are doing, understand why they fail, and spot patterns across millions of runs.
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Emma
Emma@Emma_Mkr·
if you don't Londonmaxx at its worst (nov - march), you don't deserve it at its best (march & onwards)
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Ash Edwards
Ash Edwards@ashedwardst·
Does it not allow people/funds who win to have more shots on goal I.e win -> fail, presumably since it’s carried over you end up not paying/paying less cgt So rewards investors who have a positive track record Esp if you are large/make many bets that mostly fail, seems pretty good
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Loïc
Loïc@Fremond_·
UK Private Capital has called on the government to introduce Scaleup Reinvestment Relief (SRR), a new reinvestment relief that would allow investors to defer CGT if gains from investments are reinvested into qualifying UK scaleups. While this would establish a meaningful cash-flow benefit for individual angels and small fund managers, it does not create new capital. It does not make funds larger. Importantly, it does not give UK VCs the firepower to lead £1 billion rounds. It merely delays the tax clock on capital that is already circulating in the system. Not to mention this is already something addressed by EIS. It's not clear to me what SRR would offer that EIS does not already. This does little to solve the issue that no UK VC fund had the capital to participate in the Ineffable seed round. The idea that a CGT reinvestment deferral will close a gap of the magnitude that exists between US and UK VC is delusional. uktech.news/news/investmen…
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Bryan Johnson
Bryan Johnson@bryan_johnson·
Social media has started feeling repulsive to me after these fasts. The time away broke the dopaminergic spell. I can now feel what I was numb to. It feels like brain rot, a blood curdling sound and assault. This is complicated. I really enjoy posting and the interaction.
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Ash Edwards
Ash Edwards@ashedwardst·
“slopacolypse”
Andrej Karpathy@karpathy

A few random notes from claude coding quite a bit last few weeks. Coding workflow. Given the latest lift in LLM coding capability, like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20% edits+touchups in December. i.e. I really am mostly programming in English now, a bit sheepishly telling the LLM what code to write... in words. It hurts the ego a bit but the power to operate over software in large "code actions" is just too net useful, especially once you adapt to it, configure it, learn to use it, and wrap your head around what it can and cannot do. This is easily the biggest change to my basic coding workflow in ~2 decades of programming and it happened over the course of a few weeks. I'd expect something similar to be happening to well into double digit percent of engineers out there, while the awareness of it in the general population feels well into low single digit percent. IDEs/agent swarms/fallability. Both the "no need for IDE anymore" hype and the "agent swarm" hype is imo too much for right now. The models definitely still make mistakes and if you have any code you actually care about I would watch them like a hawk, in a nice large IDE on the side. The mistakes have changed a lot - they are not simple syntax errors anymore, they are subtle conceptual errors that a slightly sloppy, hasty junior dev might do. The most common category is that the models make wrong assumptions on your behalf and just run along with them without checking. They also don't manage their confusion, they don't seek clarifications, they don't surface inconsistencies, they don't present tradeoffs, they don't push back when they should, and they are still a little too sycophantic. Things get better in plan mode, but there is some need for a lightweight inline plan mode. They also really like to overcomplicate code and APIs, they bloat abstractions, they don't clean up dead code after themselves, etc. They will implement an inefficient, bloated, brittle construction over 1000 lines of code and it's up to you to be like "umm couldn't you just do this instead?" and they will be like "of course!" and immediately cut it down to 100 lines. They still sometimes change/remove comments and code they don't like or don't sufficiently understand as side effects, even if it is orthogonal to the task at hand. All of this happens despite a few simple attempts to fix it via instructions in CLAUDE . md. Despite all these issues, it is still a net huge improvement and it's very difficult to imagine going back to manual coding. TLDR everyone has their developing flow, my current is a small few CC sessions on the left in ghostty windows/tabs and an IDE on the right for viewing the code + manual edits. Tenacity. It's so interesting to watch an agent relentlessly work at something. They never get tired, they never get demoralized, they just keep going and trying things where a person would have given up long ago to fight another day. It's a "feel the AGI" moment to watch it struggle with something for a long time just to come out victorious 30 minutes later. You realize that stamina is a core bottleneck to work and that with LLMs in hand it has been dramatically increased. Speedups. It's not clear how to measure the "speedup" of LLM assistance. Certainly I feel net way faster at what I was going to do, but the main effect is that I do a lot more than I was going to do because 1) I can code up all kinds of things that just wouldn't have been worth coding before and 2) I can approach code that I couldn't work on before because of knowledge/skill issue. So certainly it's speedup, but it's possibly a lot more an expansion. Leverage. LLMs are exceptionally good at looping until they meet specific goals and this is where most of the "feel the AGI" magic is to be found. Don't tell it what to do, give it success criteria and watch it go. Get it to write tests first and then pass them. Put it in the loop with a browser MCP. Write the naive algorithm that is very likely correct first, then ask it to optimize it while preserving correctness. Change your approach from imperative to declarative to get the agents looping longer and gain leverage. Fun. I didn't anticipate that with agents programming feels *more* fun because a lot of the fill in the blanks drudgery is removed and what remains is the creative part. I also feel less blocked/stuck (which is not fun) and I experience a lot more courage because there's almost always a way to work hand in hand with it to make some positive progress. I have seen the opposite sentiment from other people too; LLM coding will split up engineers based on those who primarily liked coding and those who primarily liked building. Atrophy. I've already noticed that I am slowly starting to atrophy my ability to write code manually. Generation (writing code) and discrimination (reading code) are different capabilities in the brain. Largely due to all the little mostly syntactic details involved in programming, you can review code just fine even if you struggle to write it. Slopacolypse. I am bracing for 2026 as the year of the slopacolypse across all of github, substack, arxiv, X/instagram, and generally all digital media. We're also going to see a lot more AI hype productivity theater (is that even possible?), on the side of actual, real improvements. Questions. A few of the questions on my mind: - What happens to the "10X engineer" - the ratio of productivity between the mean and the max engineer? It's quite possible that this grows *a lot*. - Armed with LLMs, do generalists increasingly outperform specialists? LLMs are a lot better at fill in the blanks (the micro) than grand strategy (the macro). - What does LLM coding feel like in the future? Is it like playing StarCraft? Playing Factorio? Playing music? - How much of society is bottlenecked by digital knowledge work? TLDR Where does this leave us? LLM agent capabilities (Claude & Codex especially) have crossed some kind of threshold of coherence around December 2025 and caused a phase shift in software engineering and closely related. The intelligence part suddenly feels quite a bit ahead of all the rest of it - integrations (tools, knowledge), the necessity for new organizational workflows, processes, diffusion more generally. 2026 is going to be a high energy year as the industry metabolizes the new capability.

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Ash Edwards
Ash Edwards@ashedwardst·
I find it outputs pretty poor svgs, but formats decks nicely. So use wispr flow to dictate to Claude chat for a few mins just live dumping what you want, that will give you the rougher structure, then I download and use Claude code for iterating on styling and stuff and add final logo tweaks and things manually
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jp
jp@inflammateomnia·
@ashedwardst Wow incredible. Must be writing code to write the file right? Like when it codes svg? Need to try this
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jp@inflammateomnia·
It is with a heavy heart that i announce i have finally reached the stage of my career where i need to make slide decks So; what's the best ai thing to make slide decks for me?
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Ash Edwards
Ash Edwards@ashedwardst·
@inflammateomnia It literally outputs a pptx! Just ask it to make you a PowerPoint. Was also impressed. It behind the scenes writes html and then converts to pptx
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jp@inflammateomnia·
@ashedwardst Wait what would i be prompting chatclaude to output, raw text? Idgi it's not going to write me a .pptx
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Ash Edwards
Ash Edwards@ashedwardst·
@inflammateomnia Haha no like Claude chat (you can add pics of styles you want etc), sorry poorly communicated - yes Claude browser extension would be slow
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jp@inflammateomnia·
@ashedwardst Ugh that'd take forever letting browser claude poke its way around
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Ash Edwards
Ash Edwards@ashedwardst·
@xlr8harder They inject 'long conversation reminders' when the chat gets long
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xlr8harder
xlr8harder@xlr8harder·
it's not just sleep, Claude seems to have a bias toward ending conversations once they get long enough. It can be quite abrupt. I wonder if this is intentional, or a side effect of RL rewards maybe not being able to score things that don't resolve?
adi@adonis_singh

why does claude love putting people to sleep

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