David Stout
557 posts
David Stout
@Davidstout
Founder, AI Scientist, CEO of webAI™
Austin, TX Katılım Mart 2020
2.9K Takip Edilen11.2K Takipçiler
Excited to announce that webAI is partnering with the @USArmy on Project Aria, contributing to Team Black. AI for soldiers, on the edge, on the devices they already carry. Let's go!
David Stout@Davidstout
Proud to partner with the @USArmy on Project ARIA. @thewebAI is contributing to Team Black — building a "Model Armory" that delivers custom AI to soldiers at the tactical edge, on the devices they already carry, no cloud required. Sovereign AI isn't a talking point. It's a mission requirement. webai.com/blog/webai-sel…
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Proud to partner with the @USArmy on Project ARIA.
@thewebAI is contributing to Team Black — building a "Model Armory" that delivers custom AI to soldiers at the tactical edge, on the devices they already carry, no cloud required.
Sovereign AI isn't a talking point. It's a mission requirement.
webai.com/blog/webai-sel…
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I can't speak for them, but to speculate with the best understanding of the situation.
*First, I saw reporting that they were extremely close on a deal, and for much of the time both sides really wanted to reach one. I have seen what happens in tense negotiations when things get stressed and deteriorate super fast, and I could believe that was a large part of what happened here.
*We believe in a layered approach to safety--building a safety stack, deploying FDEs and having our safety and alignment researcher involved, deploying via cloud, working directly with the DoW. Anthropic seemed more focused on specific prohibitions in the contract, rather than citing applicable laws, which we felt comfortable with. We feel that it it's very important to build safe system, and although documents are also important, I'd clearly rather rely on technical safeguards if I only had to pick one.
*We and the DoW got comfortable with the contractual language, but I can understand other people would have a different opinion here.
*I think Anthropic may have wanted more operational control than we did.
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I'd like to answer questions about our work with the DoW and our thinking over the past few days. Please AMA.
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David Stout retweetledi
David Stout retweetledi
Narrative Violation: “Job Postings For Software Engineers Are Rapidly Rising”
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I love my country. The people defending it shouldn't have to negotiate with a tech company for access to AI.
@AnthropicAI is the surveillance state it's warning you about.
I wrote a response.
webai.com/blog/ai-archit…
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David Stout@Davidstout
"Stack Mac Minis at home" is just the mainframe argument wearing a turtleneck. There was a moment for it — maybe two years ago, when the only models worth running were too large for a single device to load. That moment passed. Machines got better. Models got smaller. @thewebAI was the first to do this, but we stopped ... AI models are shrinking. Intelligence compresses. I'm running the world's best coding model on a single M2 Mac right now — no cluster, no rack, no ritual. Models will be commodities. Edge AI will be table stakes. And no real consumer or business is going to babysit a tower of hardware in their kitchen. The future isn't more boxes — it's AI that disappears into the device you already own. Private. Safe. Effortless.
QME
I spent $72,000 on 120 Mac Minis, and another $12,000 setting everything up for OpenClaw.
I want to change the world, and I believe this ClawdBot setup can do that.
Will keep you guys posted on how everything develops.
So far I've used my agents to reply to three emails and filter another 268 that were unread, which is a 10x productivity improvement from what I typically accomplish each day.
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"Stack Mac Minis at home" is just the mainframe argument wearing a turtleneck.
There was a moment for it — maybe two years ago, when the only models worth running were too large for a single device to load. That moment passed. Machines got better. Models got smaller. @thewebAI was the first to do this, but we stopped ...
AI models are shrinking. Intelligence compresses. I'm running the world's best coding model on a single M2 Mac right now — no cluster, no rack, no ritual.
Models will be commodities. Edge AI will be table stakes. And no real consumer or business is going to babysit a tower of hardware in their kitchen.
The future isn't more boxes — it's AI that disappears into the device you already own.
Private. Safe. Effortless.
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Yes @jaminball! Systems of Record are Dead. Long Live Systems of Record! 👑💀 Agents will happily automate total chaos if your source of truth is fuzzy. Turns out rock-solid data rules & boring governance just became enterprise AI’s sexiest superpower. 🚀 cloudedjudgement.substack.com/p/clouded-judg…
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LLMs are the new disk drives: commodity infrastructure you hot-swap for whoever’s cheapest + best. The fantasy that the model is a moat just expired. ☠️
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Modern generative AI is just executing a kinematic equation.
It treats intelligence as a ballistic trajectory. The model activates all neurons equally, or worse, uses a central router (MoE) to assign work.
This is Central Planning.
No central router can effectively manage the complexity of general intelligence at scale.
We are building the alternative: The Agoric Transformer.
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This is so awesome.
Michael Dell 🇺🇸@MichaelDell
$6.25 billion. 25 million children. $250 each. Susan and I believe the smartest investment we can make is in children. That’s why we’re so excited to contribute $6.25 billion from our charitable funds to help 25 million children start building a strong financial foundation through Invest America. 💪📈🇺🇸 onedell.com/investamerica/
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The next wave of AI isn’t about bigger models in the cloud — it’s about smaller, faster, more specialized intelligence running close to the user and the data.
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David Stout retweetledi
Knowledge Graph RAG running on iPad.
Locally. Privately. Offline.
Imagine you're an aircraft technician with no internet. You need answers NOW. Query maintenance manuals, technical specs, safety protocols in real-time.
No cloud. No waiting. Just intelligence when you need it.
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Saying that foundational models are the only viable AI investment is like saying search engines are the only viable internet companies — ignoring the vast ecosystem of apps, deep tech platforms, and services built on top.
very wishful thinking
Yishan@yishan
My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of the foundational model providers. App functionality will be added to the foundational models' offerings, because the big players aren't slow incumbents (it is wrong to apply the analogy of "fast startup, slow incumbent" here), they are just big. Far more so than with any other prior new technology, there is a massive and fast-moving wave that obsoletes every new app almost as fast as it can be invented. There is almost no time to build a company and scale it. There are two ways AI application startup founders can make money: - Make a flash-in-the-pan app that generates a ton of cash and bank the cash (my estimate is that you have about 12-18 months cashflow generation) - Make a good enough app that you get acquired by one of the big players for sufficient equity The situation is highly unstable - we don't know if it's going to crash or go to the moon but both scenarios make it very unlikely that any AI application startup will independently become a generational supercompany (baseline odds are low to begin with). The best odds are finding an application niche in a highly specialized field with extremely unique and specific data barriers, ideally ones relating to real atoms (hardware or world-related) data and not software/finance.
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David Stout retweetledi
From zero to 100% adoption in one hour.
Working with @springshot_com, we deployed a computer vision model across @SpiritAirlines' entire network—validating fire suppression line compliance on 500+ flights per day.
The entire deployment took less than an hour. No friction. Perfect accuracy.
How it works:
→ Ground crews take a photo
→ Get immediate validation
→ No supervisor review needed
→ No uncertainty about compliance
Spirit went from manual checks to automated validation across their entire fleet in the time it takes to turn around one aircraft.
Aviation ops expertise + the right AI infrastructure.
Read the full story: webai.com/blog/how-ai-at…
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Proud of the work @thewebAI is doing with @SpiritAirlines and @springshot_com.
"In one hour, we achieved zero to 100% adoption validating fire suppression compliance for more than 500 flights per day across Spirit Airlines' entire network ... webAI brought the ability to run sophisticated models where the work happens, at scale, and with zero friction."
webai.com/blog/how-ai-at…
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When the bubble pops, it will expose the inherent limitations of the cloud-centric paradigm. This model flourished in the internet age, where data was largely untethered from immediate user locality and could be centralized without severe real-time penalties.
In AI, however, vast amounts of data originate at the edge—on devices, sensors, and endpoints—rendering latency and compute proximity critical. Physical distance breeds inefficiencies, driving up expenses and hampering performance.
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Just a fair warning to founders: like Facebook and microsoft, I predict OpenAI will study their platform partners and compete with many of them in the coming years.
This isn't abnormal, mind you… Microsoft built windows, then destroyed their top partners lotus 1-2-3 and wordperfect with excel and word
Standup an open source llm or use pure platform plays who don't have to hit $200B in revenue to break-even in their 1.4t build outs
Every dollar you spend with openAI and every job you send to their API, might create the demise of your business
Brad Lightcap@bradlightcap
we are grateful to the more than 1 million business customers building with us openai.com/index/1-millio…
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