nevermore

drink more orange juice. go into debt if you have to.

Chamath reveals his company's AI token costs are doubling every 45 days but productivity is only up 5% "I sat down with my CTO today, I said how are we doing on token spend. And he said the most incredible thing, he said right now, our token costs are doubling every 45 days. I said well what is the downstream productivity? And he said maybe 5% max." "So my costs are doubling every 45 days, my upside is essentially flat. He said honestly, what we're finding out is that you need to use a lot more tokens to get to this next iteration of improvement because we've effectively already asymptoted." "We're going to take a step back and try to figure out what to do. I don't know how many other companies will actually go through this reckoning now, but the point is everybody in the next three or four years will for sure go through it." "I suspect that if you can get out now, you should get out now before all of that starts to seep into the water table. Because I think that's probably what allows you to get out at a huge price and raise a huge amount of money."

>be Chang Liu >senior system electrical engineer at Apple >8 years working on iphone >january 2026: leave Apple to join OpenAI >apple asks for laptop back >ignore them >lmao it’s my laptop now >within HOURS of leaving >message Yu-Ting “Alyssa” Peng, friend at Apple: Liu: “I still have another computer” >uses it to access Apple secret info >within weeks, use HER Apple work laptop >february 9: try Apple’s network storage >cloud repo of confidential engineering files >authentication bug. still works! >message Peng: “LOL, I found out I can access the [network storage], so funny” Peng: “I’m ready” >while developing hardware for OpenAI >download DOZENS of confidential files >including a thousand-plus-page compilation of technical files >including MLB (main logic board) manufacturing + testing presentations >send Peng links to Apple’s proprietary folders >point her to specific project data >coach her how to copy files “to avoid trouble with the security team” >tell her which confidential Apple materials to study before her OpenAI interview >warn her another guy “fumbled” Tang Tan’s questions about a secret Apple project >“download some info” for her to review >tell her: switch to LINE Messenger so nobody sees this >she gets the OpenAI offer, leaves Apple April 16 >meanwhile every message was left on APPLE-ISSUED WORK LAPTOPS >july 10: Apple Inc. v. Chang Liu >named first. before OpenAI. before Tang Tan LOL so funny

>be Tang Tan >24 YEARS at Apple >VP of Product Design, iPhone AND Apple Watch >you know every team. every project. >every name worth taking >months BEFORE you leave: >meet with OpenAI’s people >email yourself Apple supplier intel >apple is literally paying you while you betray them 2024: leave, co-found io with Jony Ive 2025: OpenAI buys it for $6.5 BILLION >a one-year-old company. no product >you’re now Chief Hardware Officer >you’re paid in OpenAI pre-IPO shares begin the great unbuilding of Apple >one by one, apple’s hardware people vanish >engineers. designers. supply chain leads >you know which head holds which secret >you are the mastermind >you pick accordingly >interviews are not interviews >drop secret codenames like you still work there: > “what’s the plan?” >candidates cram STOLEN FILES the night before like it’s finals week >“bring Actual parts for show and tell” >apple employees smuggling batteries and logic boards out of Apple Park in their bags >one guy, genuinely confused: “didn’t even know we could take those from the office” >you knew >hand every new hire Apple’s own security manual BEFORE they resign >the document literally lists the rules they’re about to break >openai staff, cheerfully: “a checklist that Tang put together” >tang did not put it together >APPLE put it together >tang took it on his way out Tang Tan spent 24 years learning how Apple keeps secrets. Then 14 months teaching people how to leave with them. APPLE IS PERSONALLY SUING HIM FOR: TRADE SECRET THEFT. BREACH OF CONTRACT. WILLFUL. EXEMPLARY DAMAGES.

crazy blogpost by andrew kelley just dropped

Gm.