Rahul Balmuri

Passionate about people!

[Gavin Baker @GavinSBaker]

Wild 24 hours for AI and lots of different proposals have been made.

TLDR; the only *tangible* new fact is that OpenAI and Anthropic are going to have embedded 3rd party evaluators from unknown organizations with Dario floating METR as a possibility. Having 3rd party evaluators is smart as there is no Section 230 style liability shield for model outputs and showing a “duty of care” will be important in future litigation. Several internet companies might have gone bankrupt without Section 230 so limiting liability really matters.

There are minimal investment implications from this single new fact, but I do think that for anyone who wants a “smoother for longer” cycle then most constraints are good: wafers, watts, real rates and spreads. Excessive regulation is a different matter but I don’t think we are anywhere close to this even if the vector changed over the last 24 hours.

To summarize the events:

Dario made the most maximalist proposal of the weekend: embedded 3rd party evaluators, a national regulatory regime for models beyond a certain capability/ingredient threshold, a broad international regulatory pact between democracies, stricter limits on compute/distillation for China and then a different international regulatory regime that encompasses China. Before there is a national regulatory regime, he wants a Sherman act waiver so that Anthropic can safely coordinate with OpenAI and other frontier labs without antitrust fears. TBF, this latest proposal is much less maximalist than some of his prior proposals like “Policy on the AI Exponential,” where he advocated for an FAA for AI. I believe he is sincere in his beliefs. And despite all the protestations, all of this would also probably be good for his business over the long-term.

Sam agreed that embedded 3rd party evaluators were a good idea and stated they would implement them. Again, this is smart as should help limit future liability.

Elon said “Dario is right” and later specified that “Dario is right that there should be some oversight. Peer review of AI by competitors is the right way to start this off.” This would be a MPAA like self-regulatory structure for AI with regular calls between the labs plus a process where each new model is evaluated for safety by competitors for a 1-2 week period before being released. That is *wildly* different from Dario’s proposal and in-line with what David Sacks has been proposing. Elon also stated that nothing was going to slow down open-weight models.

Demis said that Dario’s essay was a “step in the right direction.” Dario also said that he was also open to Demis’ idea of a FINRA like self-regulatory structure as part of his proposal.

David Sacks had a thoughtful post where he said that Dario and Sam should pace unilaterally, called the antitrust waiver a cartel request and denied that METR was truly independent given their ties to Anthropic.

Sriram Krishnan, former White House AI advisor, noted that it would be important to have the 3rd party evaluators come from independent organizations that are not affiliated with any lab, which is basically an indirect statement about the relationship between METR and Anthropic which Sacks was explicit about.

Clem from Hugging Face said they were open to being a neutral 3rd party evaluator, which is interesting especially if Jensen was consulted before that post.

Alexander Wang from Meta noted that alignment would be an increasing focus going forward.

An executive order seems likely after all this and the language in this EO is going to be really important. It is possible to democratize and distribute AI broadly and safely without centralizing it in the hands of a few corporations who might each become more powerful than any single government.

I do not want a few humans in control of intelligence.

I want us all to have our own intelligences that reflect our own values and human variation in all of its richness.

Intelligence distribution over intelligence centralization FTW.

[Rahul Balmuri @ImRbalmuri]

@Kalshi @grok is this true?

[Neville Medhora @nevmed]

Two reasons I disengage from Tesla FSD (HW4):

1.) I want FSD to take a diff route than suggested. Potential easy solution in the video: Just let me "draw" the route I wanna take.

2.) The full-stop at stop signs.
I tap the accelerator when using FSD to do a rolling stop which is way more natural. The NHTSA made Tesla do the full-stop thing in 2022 and it's just annoying, especially when driving through a neighborhood with tons of stop signs.

Those seem to be last remaining reasons why I disengage FSD (other than to just drive myself for fun)!

@Tesla - @elonmusk - @aelluswamy

[Rahul Balmuri @ImRbalmuri]

@BestTrader01 Doesn't say they bought the calls. Can this also be on the sell side i.e sold the 415 calls?

[Elon Musk @elonmusk]

Rocket reuse is happening at scale

[Rahul Balmuri @ImRbalmuri]

Let’s #ElectrifyEverything. I pledge to electrify all the things in my life — and help make the case to electrify America. https://t.co/GQcX5iIj9b

[Rahul Balmuri @ImRbalmuri]

"Adventure may hurt you, but monotony will kill you."

[Rahul Balmuri @ImRbalmuri]

"If you want to lift yourself up, lift up someone else." —Booker T. Washington

[Rahul Balmuri @ImRbalmuri]

"A goal is not always meant to be reached, it often serves simply as something to aim at." —Bruce Lee via

[Rahul Balmuri @ImRbalmuri]

"Do not go where the path may lead, go instead where there is no path and leave a trail." —Ralph Waldo Emerson via @momentumdash

[Rahul Balmuri @ImRbalmuri]

"It is better to live your own destiny imperfectly than to live an imitation of somebody else’s life with perfection." —Unknown via @momentumdash

[Rahul Balmuri @ImRbalmuri]

@British_Airways Are the flights from Hyderabad to USA via London being canceled after the new travel restrictions announced by @DGCAIndia?

[Rahul Balmuri @ImRbalmuri]

"Success is achieved by developing our strengths, not by eliminating our weaknesses." —Marilyn vos Savant

[Marques Brownlee @MKBHD]

New hire at robotics company: Alright so you need me to run a PR department?

Robot company: Yeah nothing too crazy, just showing what the robots are capable of

New hire: Alright, I'm gonna need 7 robots and some bluetooth speakers

https://t.co/VXKrf3xjOB

[CyberbeastForSale.com @TeslaTruckClub]

Ford confirmed that consumers won’t be able to buy the Lightning Pro with 300 miles, so the cheapest 300 mile trim available is the XLT which starts around $63k

[Seeking Alpha Market Currents @MarketCurrents]

$PCB - PCB Bancorp declares $0.10 dividend https://t.co/jy1CIX4mG2

[Rahul Balmuri @ImRbalmuri]

@SawyerMerritt 3 key questions :
Margins in focus after unusual quarter and China factory ramp.
Investors expecting guidance update given Q1 deliveries.
Robo-taxi situation still unclear as autopilot data weakens.

[Rahul Balmuri @ImRbalmuri]

"People do not seem to realize that their opinion of the world is also a confession of character." —Ralph Waldo Emerson

[Parikshith Janagama 👨🏽‍💻 @Parikshith_PJ]

First long drive on my @Tesla over country side!!! 850 miles
Dallas to Bentonville 🚗
Great experience, Little anxiety but no issues, I would prefer chill mode on long drives from now on
One way ~ Standard mode EPA 306wh/mile, Chill mode EPA 266wh/mile (Insane 🔥) @elonmusk ✅

[Rahul Balmuri @ImRbalmuri]

"It always seems impossible until it's done." —@NelsonMandela