Luis Buenaventura @helloluis
Crypto author, artist, and entrepreneur, hodling since 2014. Bio at https://t.co/hcAIdJWXz1 cryptoday.live Philippines Joined April 2007-
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“…none of the three Fable 5 deliverables above would be accepted as finished work.”
New Remote Labor Index results: AI automation of real remote work is increasing fast. Claude Fable 5 now completes 16.1% of projects at a professional standard, roughly double the next model and up from Opus 4.6’s 4.2% automation rate.
Legacy Media types are calling this Alex Karp interview a “crash-out” so that’s your first clue that he is actually saying something extremely insightful. He is articulating what real “AI safety” looks like in the enterprise. Not abstract alignment research or certification by a government-run DMV for AI. Real AI safety for businesses is the ability to control their own data, model weights, and compute — so a frontier lab can’t hoover up their proprietary knowledge and turn it into their next product. As Karp explains, technical customers want “control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it’s not being transferred to someone else.” Don’t think that can happen? Just look at Figma. According to The Information, Anthropic “blindsided” its then-business partner with the launch of Claude Design. Figma’s founder said Anthropic had not been “consistently honest” with them. Anthropic’s chief product officer had even served on Figma’s board until three days before the launch of Claude Design. Figma’s stock has fallen sharply this year while Anthropic’s valuation has surged. This isn’t an isolated example. Anthropic has launched Claude Science, Claude Security, Claude Legal, and of course Claude Code — each expanding into categories previously served by companies building on top of their models. The pattern is consistent: watch where value is being created, then move in directly. Dominate the model layer, then use that position to capture the most lucrative verticals. Dario has argued that open source models powerful enough to compete with Anthropic are “dangerous.” But dangerous to whom? Not to enterprises that want to retain control over their data and workflows. Dangerous to a business model that benefits from customers having few real alternatives at the model layer. As Karp exposes, true enterprise safety isn’t trusting that a lab’s future roadmap won’t include your business. It’s retaining the ability to choose — at the model layer — who gets to see and use your alpha.
Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models: “What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the
Im not sure I'd characterize those API exchanges as fraudulent coz they were ostensibly all paid for, and those 25,000 fake accounts aren't harming any other users of Claude. Lots of labs around the world use Claude's API to perform knowledge distillation on smaller models, there's nothing unique about that. It's really just the scale of the distillation that we're reacting to here. And sure that's a violation of Anthropic ToS but like I said, they appear to have taken the payments for it anyway. If they didn't like it they could've stopped maybe the 5000th or 10000th fake account they detected instead of allowing it to continue 🤷
Alibaba allegedly ran 28.8 million fraudulent API exchanges across 25,000 fake accounts to steal Claude's intelligence. If confirmed, it's the largest AI model theft ever attempted. The same week, the White House restricted GPT 5.6 to 20 companies, OpenAI delayed its IPO, and
As has been the case with every previous cycle, there comes a point where the low price forces a liquidation cascade, which in turn will cause an even larger one, and so on, until there are no sellers left. We are not there yet, but it seems all the signals are flashing red.
1/5 The Bitcoin and Eth ETFs, plus Strategy ($MSTR) and BitMine Immersion Technologies ($BMNR), are collectively holding an unrealized loss of $62.41 Billion BTC Unrealized Losses (and average purchase price) All Spot Bitcoin ETFs = $22.42 Billion ($82,899) Strategy (largest
I'm hesitantly supportive of this but it depends greatly on who issues the certifications. I know that being pro-regulation isn't a very crypto kinda vibe but there are more scammers out there than legit influencers, and people really struggle to tell the difference.
🇮🇩 LATEST: Indonesia now requires influencers recommending crypto and other digital assets to hold competency certifications.
This encapsulates an early realization of mine: the better the frontier models become, the farther behind the global south becomes. Technology does get cheaper eventually but those commoditizations take years. Meanwhile, there's a new Claude every 5-6 weeks, and the only people who can access it are the top 17% of the world with credit cards.
Cloud AI has an entry fee: money, a subscription, and a stable internet connection. Billions of people fail at least one of those tests. So intelligence splits in two. The connected get smarter every day. Everyone else falls further behind. That gap is exactly what QVAC exists
This encapsulates an early realization of mine: the better the frontier models become, the farther behind the global south becomes. Technology does get cheaper eventually but those commoditizations take years. Meanwhile, there's a new Claude every 5-6 weeks, and the only people who can access it are the top 17% of the world with credit cards.
Cloud AI has an entry fee: money, a subscription, and a stable internet connection. Billions of people fail at least one of those tests. So intelligence splits in two. The connected get smarter every day. Everyone else falls further behind. That gap is exactly what QVAC exists
This encapsulates an early realization of mine: the better the frontier models become, the farther behind the global south becomes. Technology does get cheaper eventually but those commoditizations take years. Meanwhile, there's a new Claude every 5-6 weeks, and the only people who can access it are the top 17% of the world with credit cards.
Cloud AI has an entry fee: money, a subscription, and a stable internet connection. Billions of people fail at least one of those tests. So intelligence splits in two. The connected get smarter every day. Everyone else falls further behind. That gap is exactly what QVAC exists
This encapsulates an early realization of mine: the better the frontier models become, the farther behind the global south becomes. Technology does get cheaper eventually but those commoditizations take years. Meanwhile, there's a new Claude every 5-6 weeks, and the only people who can access it are the top 17% of the world with credit cards.
Cloud AI has an entry fee: money, a subscription, and a stable internet connection. Billions of people fail at least one of those tests. So intelligence splits in two. The connected get smarter every day. Everyone else falls further behind. That gap is exactly what QVAC exists
@TheArpo @YGGAlerts @YGGPilipinas See you in the metaverse 🫡 very happy to have been a small part of your journey
@ihtesham2005 @DSBatten If you think knowing too much is a curse you should try the opposite
Comparing GCash to SpaceX is an overstatement bordering on satire 😬
BREAKING: PSE’s ‘SpaceX moment’: GCash to file biggest IPO in Philippine history GCash’s long-awaited IPO journey is finally underway. As Mynt moves toward a public listing, president and chief executive officer Martha Sazon said the company had evolved into the country’s
As is often the case with anything web3 related in this country, both regulators and private sector were caught flat-footed because of how intense the community response was. The PH is a tiny community in terms of txn vol, but boy, can things ever get noisy here.
The Facts at The Moment @binance doesn't have a Sandbox license from the SEC Philippines. It is Blockshoals that has a Sandbox license from the SEC Binance is the partner of Blockshoals Binance and Blockshoals don't have VASP license from the @BangkoSentral This is made
I've been referring to myself as a token-minimizer for awhile now but I suppose the correct way to think about AI in 2026 is to be a token-minmaxer, i.e., someone who strives to use the minimum amount of tokens to achieve the maximum impact.
John: "The tokenmaxxing/ token-minimizing thing is so silly." "Do you know where 'maxxing' comes from? It comes from gamer lingo — 'min-maxing.'" "You shouldn't be tokenmaxxing or token-minning. You should be token min-maxing." "The idea of min-maxing is, when you're in a
The back of the envelope math for data centers in space is compelling, although you do have to price in the cost of an explosion that decimates your capital, as well as what I assume is a much higher cost of repair.
Atreides' @GavinSBaker says that once Starship is reusable, the economics of orbital compute crush the economics of terrestrial compute. He lays out the math: "Once $SPCX can reuse Starship, the math for orbital compute becomes pretty compelling." "It's $60B to bring on a GW
We are banning social media access for under 16s. These days kids must find their feet in a world where technology intrudes into every area of their life. I just can’t let that go on anymore. So we’re giving children their childhoods back.
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