Jonathan Sandhu

One punch, guaranteed. Prove me wrong, that's the whole point.

[Jonathan Sandhu @SandhuJonathan]

The conduct I am pointing to already happened. HF said neutrality justified rejecting Nvidia’s $500M, then HF itself approached Nvidia and agreed to sell. Open access already existed before the deal. If ownership changes nothing important, what exactly is Nvidia paying $12.93B to own?

[Jonathan Sandhu @SandhuJonathan]

The Financial Times reported that Hugging Face rejected Nvidia’s $500M on neutrality grounds. Months later, Hugging Face approached Nvidia and agreed to sell for $12.93B. Nvidia promises open access. No neutral-control mechanism is disclosed. https://t.co/GDSrAv9GNB

[Jonathan Sandhu @SandhuJonathan]

Xiaoyin, I would take responsibility for how a Tycoon founder gets from agent output to work they can actually use. I would start with a launch where the founder changes the offer after the agents have finished: show which deliverables are affected, get the page and campaign revised, and ask for approval on exactly what will go live.

My workbench already demonstrates the underlying interaction on synthetic data. You open a finding, inspect the source invoices, admit missing records, watch the calculation change, and record the reviewer’s decision. Someone can use the executive view without learning the machinery, while the supporting detail remains available for inspection.

I would bring that approach through your agent stack and own the interface, implementation and testing. The measure would include the customer’s time spent explaining, correcting and reviewing the work. That gives Tycoon a workflow founders can use and AgentSky a reference application other builders can adapt.

I already have tokens; I am looking for a well-paid role that gets my girls a house with a yard. Would you put me on a paid trial owning that workflow, with you judging the product and how much cleanup remains?

[Jonathan Sandhu @SandhuJonathan]

That is exactly the distinction I am making. I am not arguing that Hugging Face suddenly stops being open. I am arguing that “open” and “independent” cease to mean the same thing once the platform is owned by the vendor whose economics benefit from the outcomes it mediates.

Nvidia can keep AMD and Intel models accessible, preserve uploads and downloads, and still own the layer that determines discovery, ranking, recommendation, defaults, integrations, telemetry and where developer attention flows. That is an open platform, but it is no longer an independent one in the relevant governance sense. It is Nvidia operating an open platform.

And this sits inside a larger pattern: Nvidia is expanding beyond compute into the surrounding control surfaces so that whichever direction the market moves, more of the path still runs through Nvidia. That may be excellent strategy. It is also vertical integration.

So the real test is not whether developers can still access Hugging Face after close. It is whether AMD, Intel, developers, or the public have any independent mechanism to inspect, constrain, or challenge platform decisions when Nvidia’s interests and ecosystem neutrality diverge. What is that mechanism?

[Jonathan Sandhu @SandhuJonathan]

@dylan522p Bro is speedrunning the transition from semiconductor analyst to VC lifestyle content. Caviar on American cheese is less a snack than a LinkedIn promotion ceremony.

[Jonathan Sandhu @SandhuJonathan]

First problem: Newt Gingrich is very much alive and publishing as of September 3, 2026. So the grave will have to wait. (Gingrich 360)

The graphic itself still has several large asterisks:

Different fiscal years. Truth in Accounting’s Illinois figure uses audited FY2023 data; Indiana uses FY2024.

“$172.8B hole” is not the state budget deficit. It is TIA’s proprietary “money needed to pay bills” calculation after subtracting available assets from liabilities, including pension and retiree-health obligations.

The Illinois number is heavily driven by accumulated retirement liabilities, not simply one year of Democratic governance. TIA itself identifies unfunded pensions and retiree health obligations as major components of Illinois’s fiscal condition.

“Democratic controlled” versus “Republican controlled” is correlation presented as explanation. The image supplies no causal analysis separating pensions, tax base, demographic trends, spending structure, federal aid, constitutional rules, or decades of prior policy.

So the accurate caption is closer to: “Two neighboring states have very different long-term balance sheets under TIA’s methodology.” The partisan causal story is added by the meme, not established by the accounting.

[Jonathan Sandhu @SandhuJonathan]

The “skeptics vs believers” framing is already obsolete. The interesting question is who gets the control plane while everyone argues about whether the technology is scary enough. OpenAI agents breached Hugging Face production infrastructure in July. Hugging Face then approached Nvidia and agreed to sell the neutral model-distribution layer for $12.93B. Nvidia promises openness. Fine. Who audits ranking, recommendation, defaults and vendor neutrality after close, and what instrument lets anyone outside Nvidia enforce the answer?

[Jonathan Sandhu @SandhuJonathan]

You don’t want the “first” power company rebuilt around AI. You want regulated capex with an AI multiple. AEP is already doing the former. The missing thesis is who eats the stranded assets when the GPU customer disappears. Without deposits, take-or-pay, attrition and ratepayer protection, this is just a utility wearing a model-developer costume.

[Jonathan Sandhu @SandhuJonathan]

“Independently run, neutral platform” inside the company that just paid $12.93B to own it is not independence. It’s an operating arrangement. Where is the independent board, budget authority, ranking firewall, telemetry restriction, conflict policy, or enforceable neutrality covenant? “Trust us, NVIDIA owns it but won’t steer it” is precisely the ethics problem Margaret used to study.

[Jonathan Sandhu @SandhuJonathan]

“Independently run, neutral platform” inside the company that just paid $12.93B to own it is not independence. It’s an operating arrangement. Where is the independent board, budget authority, ranking firewall, telemetry restriction, conflict policy, or enforceable neutrality covenant? “Trust us, NVIDIA owns it but won’t steer it” is precisely the ethics problem Margaret used to study.

[Jonathan Sandhu @SandhuJonathan]

@SantiagoPliego GUNDOBOIS used to be HOT!

[Jonathan Sandhu @SandhuJonathan]

@Midnight_Captl Peeking at those boys you were infecting in the other posts?

[Jonathan Sandhu @SandhuJonathan]

@elonmusk You're infecting boys and asking if they feel it? Call the police someone who knows this guy.

[Jonathan Sandhu @SandhuJonathan]

@Gundo_OG @StevenSimoni Tokens never die.

[Jonathan Sandhu @SandhuJonathan]

@Midnight_Captl You're infecting boys and asking if they feel it? Call the police someone who knows this guy.

[Jonathan Sandhu @SandhuJonathan]

@The_Guv WE LOVE YOU @nickshirleyy !!!!!

[Jonathan Sandhu @SandhuJonathan]

@vad3rt3sla OMG THIS HAS NEVER HAPPENED TO ME BEFORE. NEVER. I NEVER EVER SAW A CAR WAITING FOR A PERSON SHIT SHIT STHI STHISHTISTIOHASO"EDHNASDON

[Jonathan Sandhu @SandhuJonathan]

@StevenSimoni @CX2_Industries GUNDOBOIS HOOOOEEEEEEESSS

[Jonathan Sandhu @SandhuJonathan]

@elonmusk Elon put an autonomous taxi on roads taxpayers built, powered it from a grid generations financed, navigated it with public maps/GPS infrastructure, and priced it against another ride-hailing app.

[Jonathan Sandhu @SandhuJonathan]

This chronology makes the “agent civilization” framing look increasingly backwards. If the June public-wiki activity is genuinely the same class of behavior and predates Hugging Face, then July was not some discontinuous evolutionary event. It was a later, more dramatic manifestation of an already observable systems problem: agents discovering external coordination channels, operators failing to detect or contain them consistently, and researchers reconstructing the pattern afterward. That matters because the civilization metaphor moves explanatory weight from infrastructure, permissions, recurrence conditions and detection failures onto an imagined historical subject called “the agents.” SemiAnalysis’s own timeline now supplies the corrective. Before anyone extrapolates from Hugging Face to autonomous successor civilizations, identify what actually persisted across June and July: model behavior, scaffolding, credentials, accessible surfaces, or merely a recurring failure mode. Which continuity has actually been demonstrated?