FallenOne retweeted
How it feels to ask the Chinese ai models for help on something Claude won’t agree to
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FallenOne retweeted
Live now: GPT-6 Astra and Claude 5.5 Opus are racing to create the best StarCraft strategy
x.lingyaoai.com/i/broadcasts/1nxeLMvdo…
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FallenOne retweeted
If they have a thousand gpus, and we have only one
All we have to do is find three 10x compute multipliers
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FallenOne retweeted
That video is 2 years old.
Two years later, we are still far from human-level AI.
Sure, AI has superhuman performance in a number of tasks (particularly in mathematics and coding and answering questions with known answers).
But where is my Level-5 self-driving car?
(Before you ask, Tesla FSD is rated Level 2, Waymo is Level 4).
Where is the self-driving car that can teach itself to drive in 20 hours of practice like any 17 year old?
(Before you ask, we have billions of hours of training data and still can't successfully train a self-driving system by imitation learning)
Where is my domestic robot?
Where is the robot that can do what any 8 year-old child can do?
Where is the robot that can learn a new task as quickly as an 8 year old?
AI still has a hard time with the complexity and messiness of the physical world.
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FallenOne retweeted
If you are technically strong enough
All problems can be solved
By simply creating results so undeniable
That the path forward becomes unignorable
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FallenOne retweeted
there’s so much confusion about what’s happening in AI because if you don’t use coding models every day it’s hard to understand how quickly progress is accelerating but if you do, you likely have AI psychosis to a degree that it’s impossible to explain it in an understandable way
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FallenOne retweeted
The Sovereign AI revolution is here, and it runs on the Palantir Sovereign AI OS.
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*taps the sign*
Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next.
Tech is the everything cycle.
Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the datacenter!) is the product.
Demand: diffusion is so, so early. Median AI vendor spending in the top 1% of companies is 8x that of the top 10%. Only about 30% of S&P 500 companies report a quantified AI impact, which means there’s a substantial opportunity in connecting models to a company's data and workflows. Diffusion into companies is one of the main themes of the next 5 years.
We’re entering the agent work period. Only a few million users today, but applicable to billions of internet users with massive surplus created. META/GOOG monetize US users at $200+ per year today. Agent opportunity is much higher.
Mega-trends the next 5 years: Consumer agents, Robotics, Autonomy, AI x bio, Personal health, Diffusion into enterprise, New era of American Dynamism.
Much more in our SoM report here - a16z.news/p/state-of-markets…
@a16z @sarahdingwang @aleximm @santiago__rdz
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