Mark Szepieniec

@daveg @_sambhavkothari Our very own San Francisco on the Thames

London is in a malaise. In a decade it will have completely rebounded because of AI and tech.

@Hadley @Benioff You must never have had to use the salesforce web UI 😄

While we all saw this coming, I’m a bit surprised to see Salesforce throwing in the towel on owning the UI this early. Credit to @Benioff for skating to where the puck is going while so many SaaS incumbents are defending the past

@JackScannell13 There is a whole world of biotech applications outside of therapeutics waiting to be explored…

It may be that failure to count competitors stampeding towards your de-risked target is now the single biggest reason drug R&D programs fail in Phase 2 & 3. "Commercial" termination overtakes "efficacy" circa 2019: nature.com/articles/d4157… Recent oncology example (TIGIT herding): bmjoncology.bmj.com/content/5/1/e0…

@moving_charlie @pwoody1983 Planning to settle for the foreseeable vs move on in a few years time?

@pwoody1983 I’d group those together into one of the 3 reasons, and call it “financials”. There are two other reasons.

Two different buyers offer £300,000 for the same house. One is overpaying, the other isn’t. Can you name 3 reasons why this is the case?

@LightningAI @TheCantinaApp Is this also effectively a bet that open source models will catch up to the closed providers (and will be served on your full stack platform)? Or do you see agentic/LLM systems as out of scope?

One insight we keep coming back to after last week’s Lightning AI + Voltage Park merger news: “The next phase of AI will be won by teams that control the entire stack.” — Timo Mertens, CTO of Cantina (@TheCantinaApp) This is exactly why we've created the only full-stack AI cloud, providing AI teams a fully integrated system of software, optimization, and compute to build, iterate, and operate at the frontier. → go.lightning.ai/4rvvTRp

@greendrive1246 That’s what Thatcher thought too in 1979

This will be the last Labour government for decades if not ever.

@davey_burke @10xGenomics Super cool! FPGAs next? Is there a benefit to fast processing besides cost saving on compute?

Arc is a full stack AI/bio institute - from sophisticated wet lab experimental data gen to frontier ML modeling. To operate at scale, the stack needs bioinformatics tools that push the envelope. Excited to share cyto - an ultra-high throughput processor for @10xGenomics Flex single-cell data

@Danjsalt @Sam_Teez Can you refer me to this childminder who is 900/month? Feel like an idiot for having paid 2k for years

@Sam_Teez I wouldn't use a nursery - I would use a child minder - which is what we did And?

On the basis that they're both earning £110,000 and have a student loan it means they'll clear about £5,500 each per month So that's a combined income of around £11,000 a month Let's assume childcare is £900 each - you could get it cheaper using a child minder which is what my wife and I used So that means they would have £9,200 for a house and bills per month That excludes their additional income from the holiday lets etc Now I think the British tax system is as broken as the rest of the state however the idea they can't afford more children is bonkers I suspect what they mean is they can't afford another without impacting their lifestyle

I’ve just had a startup idea

@afneil And here is the cause:

The ongoing decline of Europe, in one chart.

@levie What are consumer analogs of this? What kind of day to day activity would we have an agent handle which we now don’t bother doing?

In 5 years from now, probably 95% of the tokens used by AI agents will be used on tasks that humans never did before. I just met with about 30 enterprises across 2 days and a dinner, and some of the most interesting use-cases that keep coming up for AI agents are on bringing automated work to areas that the companies would not have been able to apply labor to before. Most of the world hasn’t quite caught on to this point yet. We imagine AI as dropping into today’s workflows and just taking what we already do and making it more efficient by 20% or something. Yet most companies realize that most of the time they’re doing far less than they could because of the cost or limited capacity of talent. This shows up in different ways across every industry. In real estate it’s ideas like being able to read and analyze every lease agreement for every trend and business opportunity possible. In life sciences it’s being able to rapidly do drug discovery or improve quality by looking through errors in data. In financial services it’s being able to look through all past deals and figure out better future monetization. In legal it’s being able to execute on contracts or legal work for previously unprofitable segments or projects. And these are just the Box AI use cases that deal with documents and content. The same is going to be true in coding, where companies tackle software projects they wouldn’t have done before. Security of all systems and events they couldn’t get to. And so on. If you are working on AI Agents right now, the big opportunity is to bring enterprises “work” for problems that they couldn’t do before because it was nearly impossible to afford or scale. And if you’re deploying AI agents in an enterprise, consider what things you’d do more of (or differently) if the cost and speed of labor became 100X cheaper and faster. This is going to get you the real upside of automation.

@__tinygrad__ Also enabling accelerated compute on rpi, right?

Thanks to sirhcm, tinygrad now supports all the backends in Mesa by rendering to NIR. One of the Mesa backends is NAK, and with it, we can compile to SASS. An NVIDIA free stack! github.com/tinygrad/tinyg…

@CentristDad5 @AaronBastani Where in London are there family homes (3+ beds) near good schools for 500k? Precisely this problem has me actively looking elsewhere.

@AaronBastani It’s bad but. It that bad. A couple of 50k each can buy a house for 500k. Schools are very good. Access to culture and museums unique. I struggled a bit to raise my kids but I wouldn’t have wanted anything else.

Same as London. With housing security, whether by wealth, inheritance or social housing, London is fantastic. But for middle income earners, particularly those whose parents live elsewhere, & can’t help, raising kids in capital strikes me as insane. Probably a bad thing!

@taxfraudhunter @HousePriceMania @moving_charlie Also loads of houses unsold!

#ashford #kent #propertycrash Auctions are showing the true price of properties. Here is another example showing a discount of 45% on the listing price of May 2025. @moving_charlie @HousePriceMania

@KarlTurnerMP Then let the electorate decide who should be judges

The very idea of politically appointing the judiciary is utterly ridiculous. It undermines our very democracy. Political power should be divided among three distinct branches of government—legislative, executive, and judicial. Separation of powers is a very important maxim.

@mr_james_c @WorkMJ Arguably China is run by bureaucrats too though? Isn’t there just more purpose to how China is run vs EU which seems to be ultra cautious across the board?

@WorkMJ It doesn't need to be but this is the consequence of having an organisation run by bureaucrats.

“Many in China now characterize the EU as a middle power.” Because it is. politico.eu/article/europe…

@_philschmid Interesting that it’s trainium instead of inferentia

Serving a model at scale is hard. Serving it across three hardware platforms (AWS Trainium, NVIDIA GPUs, Google TPUs) while maintaining strict equivalence is a whole other level. Makes you wonder if the hardware flexibility is truly worth the hit to development speed and customer experience for them.

@VP50Archive @SophyRidgeSky @DailyMail Which Farage has pledged to repeal, how is that going to work?

@SophyRidgeSky @DailyMail The architect of the online safety act 😭

Nadine Dorries defects to Reform - @DailyMail break the story Nadine Dorries sensationally defects to Nigel Farage's Reform party and declares: 'The Tory Party is dead' | Daily Mail Online

Mindblowing read

@prestonjbyrne @TinaNguyen I don’t understand why it needs a US court to declare that a foreign law is not enforceable on US soil? Surely that would be the default already?

New piece by @tinanguyen in the Verge today: "Byrne’s legal goal, if Trump doesn’t intervene, is more aggressive than Wikipedia’s: he wants a US federal court to declare that the OSA is not enforceable on American companies."