Luke Thompson

today we're launching insights: an intelligent view of your company's finances.

Nobody likes these AI guys left or right. Feels like this is a issue with 99% American consensus that they should be stuffed back in a locker

I voted Bloomberg/Romney in 2024. I am so srateful for our American military and our intel, our planners, our diplomats, and the executive decision by President Trump. Can you imagine if Kamala Harris was President?! Our country and the world dodged a bullet.

Three general things from this AMA: 1. There is more open debate than I thought ther ewould be, at least in this part of Twitter, about whether we should prefer a democratically elected government or unelected private companies to have more power. I guess this is something people disagree on, but…I don’t. This seems like an important area for more discussion. 2. I think the is a question behind a lot of the questions but I haven’t seen quite articulated: What happens if the government tries to nationalize OpenAI or other AI efforts? I obviously don’t know; I have thought about it of course (it has seemed to me for a long time it might be be better if building AGI were a government project) but it doesn’t seem super likely on the current trajectory. That said, I do think a close partnership between governments and the companies building this technology is super important. 3. People take their safety (in the national security sense) more for granted than I realized, which I think is a good thing on balance but I don’t think shows enough respect to the tremendous work it takes for that to happen. Also, I am on the whole very grateful for the level of reasonable and good-faith engagement here. It was not what I expected.

Tonight, we reached an agreement with the Department of War to deploy our models in their classified network. In all of our interactions, the DoW displayed a deep respect for safety and a desire to partner to achieve the best possible outcome. AI safety and wide distribution of benefits are the core of our mission. Two of our most important safety principles are prohibitions on domestic mass surveillance and human responsibility for the use of force, including for autonomous weapon systems. The DoW agrees with these principles, reflects them in law and policy, and we put them into our agreement. We also will build technical safeguards to ensure our models behave as they should, which the DoW also wanted. We will deploy FDEs to help with our models and to ensure their safety, we will deploy on cloud networks only. We are asking the DoW to offer these same terms to all AI companies, which in our opinion we think everyone should be willing to accept. We have expressed our strong desire to see things de-escalate away from legal and governmental actions and towards reasonable agreements. We remain committed to serve all of humanity as best we can. The world is a complicated, messy, and sometimes dangerous place.

Imagine Apple sold computers or iPads to the DOD and tried to tell the Pentagon what missions could be planned on their computers.

Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast, Dario on Dwarkesh, probably. Now you think it’s the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when you get to “Something Big is Happening”. Then you’ll install ClawdBot on a Mac Mini, vibe code a dashboard on top of a postgres database and say we’re all just a couple ralph loops away from building a Salesforce competitor. That’s gonna last until next week when you discover context graphs, and then you're gonna be talking about how the systems of record will be disintermediated by an agentic layer and reposting OAI marketing graphics. “Well, as a matter of fact, I won't, because ultimately the application layer is just ….” The application layer is just business logic on top a CRUD database. You got that from Satya’s appearance on the BG2 pod, December 2024, right? Yeah, I saw that too. Were you gonna plagiarize the whole thing for us? Do you have any thoughts of your own on this matter? Or...is that your thing? You get into the replies of anyone posting a SaaS ticker. You watch some podcast and then pawn it off as your own idea just to impress some VCs and embarrass some anon who’s long SaaS? See the sad thing about a guy like you is in a couple years you're gonna start doing some thinking on your own and you're gonna come up with the fact that there are two certainties in life. One: don't do that. And two: you dropped thirty grand on Mac Minis and LLM API calls to come to the same conclusion you could’ve got for free by following a handful of VC accounts.

if you are a grown man the only brands acceptable to wear are theory rag & bone vince billy reid todd snyder buck mason end list