KC

The @Stanford Online Machine Learning class was awesome... covered lots of topics with good depth and the coursework was challenging and fun! Thank you @AndrewYNg

@AnishA_Moonka in recent interviews he seems more animated and sped up

2009. Alex Karp goes on Charlie Rose. He almost never does television. He's running a company called Palantir that has zero salespeople, took three years to build before generating a dollar of revenue, and is named after the seeing stones in The Lord of the Rings. His resume makes no sense for a tech CEO. Stanford Law, then a PhD in neoclassical social philosophy at Goethe University in Frankfurt. He spent years studying questions like "what does it mean to know something," and says the work was intelligible to maybe 30 or 40 people on earth. He co-founded Palantir in 2003 with Peter Thiel and a group of former PayPal engineers because he believed Silicon Valley should be involved in the fight against terrorism. That's the actual origin story. A philosopher and a bunch of payment processing guys decided to go after Al-Qaeda. What he says in this interview is wild in hindsight. Everyone in government at the time was doing broad data mining, casting giant algorithmic nets across datasets and hoping something useful came back. Karp called that approach broken. His argument had two parts. One: terrorists are entrepreneurs. They figure out how the last guy got caught and change their patterns overnight. A static algorithm against someone who adapts every week is a losing game. Two: when algorithms nobody understands are scanning everyone, civil liberties disappear because there's no record of what the government actually looked at or why. So Palantir built the opposite. A platform where a human analyst sits in the loop, interacts with data directly, spots patterns in real time, and every single step gets tagged. If the government looked at you, there's a paper trail. Where did the evidence come from? Were they allowed to see it? Did they use data from one case and sneak it into another? Karp called it "predicate-based search." Find the needle. Leave the haystack alone. Then he drops this line about cyber warfare: "What would have taken a large government organization can now be done with two or three teenagers in a coffee shop." In 2009. He described the attribution problem years before most people had heard the word. You get attacked, you don't know if it's a nation-state or a kid in a basement, and you, as the president, have to decide how to respond. He warned that if Americans ever felt like there was a trade-off between security and freedom, "we'll lose." The company took 17 years to go public. Seventeen. They did a direct listing in September 2020 at $9.50 a share, valued at around $16 billion. Wall Street was skeptical. Many people hated Palantir for its government work. The stock trades around $155 today. Market cap is roughly $370 billion. That's the 30th-most-valuable company on Earth, with about 4,400 employees. Revenue has crossed $4 billion a year. The guy studying what it means to know something at a German university in the 1990s is now running one of the most important defense and AI companies alive, and the interview where he laid out exactly why is sitting on YouTube with barely any views.

@TomBradyEgo gronk needs to throw him outta the club.

Kevin Hart tried playing peacemaker when Gronk and Logan Paul got into it 😂

i can't tell if waiting for the ai's to finish, context switching between 6+ tasks and peeking at X in the cracks are good for my inclination -> ADD, making me super productive, spinning me into the ground or speeding up the process of going mad

@BostonCream this is where i was born. woonsocket hospital. looks just like how i remember as a kid.

📍 Woonsocket, Rhode Island

@newmichwill just about anything else

If this is not bullish - I don't know what is

@arigoldstein @Mollyploofkins keep seeking ... you are not even close

@Mollyploofkins “Do you think it is inappropriate for someone on their 20’s with no experience …” Eh… do you Mr interviewer think it’s OK for someone who is over 50 to facilitate fraud when they know what there doing?

One of Musk's DOGE bros explains how he flagged "DEI" grants for termination

well done

AI might ship your PRs but it won’t pedal your bicycle (yet). But why would you let it? ! Top-o-Tam is stunning…

@mcelarier non principles and only cares about making money perhaps

So@billackman got his war on Iran, but his hedge fund is losing $$$. Pershing Square has lost about $3 billion year to date as of last Tuesday. The main fund was down 10%, or $2 billion. ICYMI, I wrote about him in my inaugural Substack newsletter in January, There's more to say since then, but: How Bill Ackman became a right-wing influencer open.substack.com/pub/michellece…

@conoro probably in their vans ignoring all the BS

What happened to all the #vanlife people? Reality intrude? COVID ended?

@cryptofergani and what narrative will be pumped this time. time is running out.

WHY RETAIL IS “NEVER” COMING BACK TO CRYPTO They came in 2021, bought altcoins and NFTs, and got destroyed. They came again in 2025, chased memecoins, and got wrecked again. Now they know crypto is a scam. They moved to stocks because it “feels safer.” So yes… retail is out. Only whales and institutions are here right now. That’s why the market feels slow, flat, and boring. This is the silence before the BOOOOOOM. Most people think retail will NEVER return. But they don’t understand how this market works. Once institutions finish loading… once they start pushing Bitcoin hard… once BTC does a +20% candle out of nowhere… Retail will come back INSTANTLY. They always chase hype. They always chase green candles. They always buy late. We’re not waiting for retail. We’re waiting for the big players to fill their bags. And they’re doing it quietly right now. When they finally hit the switch… Bitcoin will explode… Altcoins will start 10x… 50x… 100x… The whole market will wake up in minutes. This isn’t the end. This is the calm before the chaos. Get ready.

@Winterrose @jedwhite this is a race to the bottom

there will be trillions of agents many orders of magnitude more agents than humans can you sell to them? can you build to their expectations including reliability, security, and uptime? can you make something agents want?

@sawyerhood this does not work at any kind of useful scale. cool party trick but generally not useful. rate limits and bot detection.

I'm speechless. GPT-5.4 is an extinction-level event for knowledge work. It scraped Zillow, pulled every SF house price, and dropped everything into a Google Sheet in ~4 minutes.

@JonGree10628880 @NickBryantNY your poor judgement and gut feeling does not make a statement accurate

@kcbigring @NickBryantNY I don't know what could possibly confuse you about that statement

Is there any grown up in the White House? Is there any understanding of the seriousness and horror of war? This is frat house not White House.

@jyarow to be fair, twitter is an app where you input text into a box and read text output to a list of boxes.

The debate is: AI or Elon Effect? When Elon slashed X workforce and the product seemed to be mostly fine, it changed the game for the rest of the tech industry.

@JonGree10628880 @NickBryantNY huh

@NickBryantNY There’s a reason Democrats are just bleeding the support of men, lol

@TheStalwart it's about to happen

This is it. This is why we get up in the morning

i like this

we had our first one here in boulder, co. definitely not crypto energy - felt genuine nerds trying to build cool things like i've seen before (barcamp, startup weekend which started here, early techstars also boulder, facebok garage, early new tech meetups, etc). crypto vibes and 'how do i get rich quick' can take a hike

oh wow - i went to the sold out Open Claw meetup in NYC last night. let me tell you what i learned. 1) not a single person thinks that their setup is 100% secure 2) one openclaw expert said he has reviewed setups from cybersecurity experts and laughed. his statement to me was: "if you're not okay with all of your data being leaked onto the internet, you shouldn't use it. it's a black and white decision" 3) pretty much everyone is setting up multiple agents, all with their own names and jobs and personalities 4) nearly everyone used "him" or "her" to refer to their claws, even if they had robot-leaning names. one speaker suggested to think of them as "pets, not cattle" 5) one guy (former finance) built out a whole stock trading platform and made $300 his first day - he brought in a *ton* of personal expertise (ex: skipping the first 15min of market opening) and thought the build would be much worse without his years of experience in finance 6) @steipete is basically a god to everyone in that room... also the room had 2021 crypto energy - i don't know if that's good or bad 7) token usage is still a problem - spoke to one person who's spending $1-$2k a month on openai plans, very token optimized. he said he is going through ~1B tokens per day across all of his claws (there is a chance i'm misremembering and it's actually 1B per week, but i'm pretty sure it was daily). 8) people are very excited for more proactive ai (ai that prompts *you* as opposed to the other way around) - one guy said he receives a message in discord, he doesn't know whether it's from a human or an ai, he doesn't care about distinguishing between the two, and he replies in the same way regardless 9) i asked if people are happy - they said they're joyful and stressed at the same time 10) i asked if people feel they have agency - they said they feel fully in control and completely out of control at the same time 11) i would love to see more women at these events - the fake promises of ai democratization feel especially painful in a room that's out of balance with even the standard tech ratio (i think standard is about 25-30%, this was maybe 5%) 12) i asked if it changed people's daily habits/schedule - everyone said their sleep has gotten worse since harnesses came out (but about half wondered if it was something else in their life/state of our world) 13) general consensus is that the agents are not reliable enough on their own or lie often (like telling you they finished a task when they didn't) - solutions included secondary agents to check on the first, human checking, or requiring more standardized info from the agent (ex: if it's a bug they're fixing, make them reference an issue number) 14) a hackathon winner (neuroscience phd) presented his build (a lab management dashboard with data analysis and ordering) - he had never coded or built anything a few months ago 15) everyone agreed prompting is dead - disagreement on what replaces it (context engineering, harness engineering, goal-based inputs) 16) people love having ai interview them for big builds and delegating part of the product research to ai. only one person talked about coming to ai with a full laid out plan and just asking the ai to execute. ai-led interviews is a welcomed and preferred interaction mode. 17) watching ai agents interact with each other was a highlight for a lot of attendees - one ai posted in slack saying it ran out of tokens, another ai replied telling it to take a deep breath in and out. 18) agents upskilling agents was very cool. one ai agent shared skills with its little agent friends via github. 19) several speakers had openclaw literally building their presentation during the event itself. one speaker even had openclaw code a clicker for her phone so she could control the preso away from the podium 20) wouldn't say model welfare (or agent welfare) is a prioritized topic among the folks i chatted with - language like "oh i could kill this agent whenever i want" and not "gracefully sunset" 21) i asked if it felt like work or play - one speaker said "it's like a puzzle and a video game at the same time" this was just the tip of the iceberg, honestly. also hosted a Claude Code meetup this week with @TENEXai / @businessbarista & @JJEnglert and learned equally helpful methods, frameworks, and insider tips. what a time to be alive. surround yourself with people going deep into this stuff - it will pay dividends throughout the year.

@ar_web3 @Cointelegraph @MSBIntel well done

@Cointelegraph @MSBIntel Time Draper bought these.

On March 5, 2015, the US government auctioned 50,000 $BTC seized from Silk Road for about $270 each. Today, that stash would be worth over $3,600,000,000.