Thomas Power

Founder BIP100 Club London with @pennypower @rosspower @tjpower @hannahipower please DM @whatsapp [phone]

[Thomas Power @thomaspower]

Twitter is not a task it's a documented story of your life so others can consider your point of view ...and choose whether to engage or not

[Elon Musk @elonmusk]

Wild times ahead!

[Ben Cera @Bencera]

I built Polsia into a $250M company in under 3 months.

Solo + AI. Zero employees.

Everyone asks me how I did it.

Introducing aisloP, a docu-series on how I build Polsia.

Episode 1: The Launch.

How I orchestrated the biggest Twitter launch of 2026.

[Rohan Paul @rohanpaul_ai]

The $10-$15 trillion total addressable market for AI, if it is successful, is actually "terrifying".

- The famous "Dean of Valuation", Professor Aswath Damodaran, of NYU Stern School of Business.

The reason: AI as a tool is a much smaller market; AI as a replacement for human-jobs is where the giant market story comes from.

"The best-case scenario for AI, that $10 to $15 trillion market, will happen if ONLY it replaces people.

If AI is a tool, it’s going to be a much smaller market than if AI replaces people. So, the stories we’re telling about $10, $20 or $25 trillion markets are actually terrifying stories for the rest of the world.

Why? Because if that story comes true, half of all white-collar people are going to lose their jobs. And what are they going to do instead? Who’s going to come up with the income to buy the products and services?

If AI works as well as it’s supposed to and replaces people, how do we deal with that as a society? Because people lose their jobs. Not only do you lose your income, you lose your life’s meaning.."

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Video from "Excess Returns" podcast (full video in quoted tweet, also link to their YT in comment)

[Milk Road AI @MilkRoadAI]

Anthropic's CEO just went on record saying the people who tested their most powerful AI model came back asking them not to release it, calling it a super weapon that should require a license to operate (Save this).

Here's what it actually did in testing.

Against Firefox alone, it found 271 vulnerabilities and turned 181 of them into working exploits, the previous best model managed 2 under identical conditions.

It hit a 72% exploit success rate, autonomously chained vulnerabilities into multi step attack paths and found a 17-year-old remote code execution flaw that gave unauthenticated attackers root access.

Over 99% of what it discovered is still unpatched and the oldest flaw had been sitting in production software for 27 years without any human researcher ever finding it.

The part that makes this a different category of concern is not the vulnerability discovery, scanners have done that for years.

Mythos doesn’t just find the flaw, it turns it into a working exploit automatically, at scale, and faster than patches can ship.

Anthropic's red team rated Mythos at more than five times the cybersecurity capability of their prior generation, which had itself already autonomously discovered over 500 high-severity zero-days.

The external world caught up fast.

In May, Google's Threat Intelligence Group confirmed the first AI crafted zero day found in active use in the wild, a cybercrime group had used an AI model to find and weaponize a 2FA bypass.

The time between a vulnerability being found and being exploited has collapsed from 2.3 years in 2019 to under one day in 2026.

Anthropic's response was to not release Mythos publicly at all, and instead launch Project Glasswing, a controlled access program with roughly 52 vetted organizations including Amazon, Apple, Google, Microsoft, and CrowdStrike, backed by $100 million in usage credits, restricted entirely to defensive use.

The logic is to give defenders a head start before equivalent offensive capabilities show up at labs with fewer guardrails and these capabilities are coming regardless.

Anthropic just decided that buying defenders more time was worth more than the commercial upside of a full release.

[Elon Musk @elonmusk]

Q1 tonnage to orbit by launch provider.

Once Starship is flying hourly, SpaceX’s mass to orbit will be about 100 times more than everyone else combined, even if they triple their current launch rate.

[Elon Musk @elonmusk]

Amazing abundance for all!

[Thomas Power @thomaspower]

We're moving from a scarcity of content to a scarcity of attention.

The bottleneck is no longer creating books, software, music, research papers or legal documents. AI can generate those at near-zero marginal cost.

The new premium becomes trust, reputation, curation and human relationships.

In a world producing millions more artefacts, the winners may not be the creators. They may be the curators who help us decide what matters.

[Thomas Power @thomaspower]

The market is starting to ask a difficult question.

If AI can do in minutes what previously required teams of consultants, analysts, developers and researchers, should clients still be paying for hours or for outcomes?

The winners won't be the firms with the most people.

They'll be the firms that combine deep expertise, trusted relationships and AI to deliver results faster than ever before.

AI isn't just disrupting software. It's disrupting the billable hour.

[Rohan Paul @rohanpaul_ai]

Accenture’s selloff shows how fast investors are revaluing tech-services firms in the AI era.

Its shares fall to lowest since 2017 as AI threat mounts for consulting business.

Investors worry the technology could let clients bypass consultants or bring in fresh competition from AI start-ups.

Investors are massively repricing the whole professional-services sector as AI changes how software work gets scoped, staffed, and billed.

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wsj .com/business/accenture-takes-a-hit-on-worsening-outlook-and-cloudy-ai-future-73eb8bfb

[Thomas Power @thomaspower]

The AI boom may ultimately be remembered less for chips and more for memory.

Every breakthrough model needs compute, but every useful AI system needs memory. Bigger context windows, more agents, more inference, more personalization, more storage.

If semiconductors were the oil of the industrial age, memory could become the land beneath the oilfield.

The winners may not be the companies building AI, but the companies quietly selling the picks, shovels and memory modules to everyone else.

[Thomas Power @thomaspower]

Interesting shift if true.

For decades the debate was capitalism versus socialism. AI may force a third model where governments, citizens and private investors all own a share of the intelligence infrastructure.

The real question isn't whether AI creates unemployment. It's whether AI creates a level of wealth concentration never seen before.

The Industrial Revolution created billionaires, unions, welfare states and eventually political upheaval. AI could compress that entire cycle into a decade.

If intelligence becomes the most valuable asset in human history, who should own it? Shareholders, governments, workers, citizens, or some combination of all four?

That may prove to be the defining political and economic question of the 2030s.

[Ricardo @Ric_RTP]

JD Vance just admitted the White House plan is to take ownership of every major AI company in America.

Steven Bartlett brought up Bernie Sanders' proposal that workers should own 50% of the major AI companies.

Vance's response: "The president by the way likes that idea too. He likes that idea."

Trump's preferred mechanism, Vance said, is a sovereign wealth fund where the US government takes equity stakes in private AI companies.

The Vice President literally just confirmed that an administration is planning the most radical economic policy proposed in modern American history. Partial nationalization of the MOST valuable private companies on earth. And the idea originally came from Bernie Sanders, who Vance said Trump agrees with on this point.

This is not a small thing:

The US has spent 80 years selling the world on the model where private companies stay private and the government stays off the cap table.

The countries that did the opposite, with sovereign wealth funds owning slices of their biggest firms, are Norway, Saudi Arabia, China, and Singapore. And the Trump administration told you on a podcast it wants to do the same to Silicon Valley.

But the reasoning Vance gave for it is where it gets really interesting...

He said the historical analogy that scares him is the original Industrial Revolution. His own words:

"Rich people got way richer. And that led to in Europe fascism and communism."

He believes AI will not cause mass unemployment but mass inequality, and that mass inequality is what breaks societies. His fix is that workers need a seat at the bargaining table before the wealth gets created, not a redistribution check after.

"I think labor unions are a very important model here."

And the other thing about AI that scares him is surveillance. His exact phrase was that AI is "fundamentally a communist technology" because it lets governments and corporations watch and score people in ways NOTHING else can.

He said he doesn't want a social credit system, doesn't want a tech CEO deciding whether you can buy a beer based on an algorithm nobody understands, and is afraid of exactly that outcome.

So here is the full picture:

The sitting Republican administration believes AI will make the rich dramatically richer, that this will radicalize the country the way the Industrial Revolution radicalized Europe, that the answer is government equity stakes plus stronger labor unions, and that the second-biggest threat is the surveillance state these companies are building.

That is not a Republican worldview. That is not even a Democratic worldview.

This is a worldview that has no political home in the United States right now.

Most people are still arguing about whether ChatGPT will take their jobs. But the people with the actual power are already past that argument.

They are quietly designing the framework for owning the companies that will.

The craziest part is how casually Vance dropped it as a sidenote on a podcast millions will half-listen to in the background.

If you have money in OpenAI, Anthropic, or anything like that, you should be watching the full thing yourself.

What do you think?

[Thomas Power @thomaspower]

Thank you @MikeRaybone for your @England analysis:

1/ Football is a journey, not an event.

Gareth Southgate took England from perennial quarter-final exits to being genuinely competitive in four major tournaments. We came agonisingly close. Against France in 2022, England arguably played the better football and Harry Kane's missed penalty was all that separated us.

2/ Southgate's biggest achievement wasn't tactics. It was culture.

He rebuilt team spirit, addressed the penalty shootout hoodoo, and helped players feel part of something bigger than themselves.

As portrayed in Dear England, players were encouraged to connect with every England player who came before them.

"Harry Kane. England Centre Forward No. 1027."

Powerful psychology.

3/ The numbers matter.

Southgate achieved more tournament victories in eight years than all previous England managers combined.

That's not opinion. That's progress.

4/ Today, 22 of England's 26-man squad have won major honours in the last two years.

Winning matters.

But so does losing.

Several of these players have experienced both success and heartbreak together, building resilience and belief.

5/ Look where England's players are now.

Real Madrid.
Barcelona.
Bayern Munich.
Bayer Leverkusen.
Al-Ahli.

English talent is competing and succeeding at the highest levels of world football.

That wasn't always the case.

6/ One challenge remains.

The Premier League requires only eight home-grown players in a squad of 25.

If it were my decision, I'd increase that requirement to 40%.

It won't happen, but developing English talent should remain a priority.

7/ The encouraging sign is what's happening underneath.

England's Under-21s are producing more players competing regularly in the Champions League than we've seen for years.

The pipeline is improving.

8/ As for Thomas Tuchel?

The statistics are impressive.

Compared with Southgate's England, Tuchel's teams typically produce better numbers across almost every metric:

Goals.
Possession.
Defensive chances conceded.
Pressing turnovers.
Touches in the opposition box.

Everything.

9/ One moment stood out recently.

At half-time Tuchel reportedly told the players:

"If we lose, we lose playing our way. Let go of the fear."

For the first 15 minutes of the second half, Jude Bellingham looked like Superman.

If that confidence continues to grow, and Bellingham can consistently create for Kane, England become a very dangerous proposition.

10/ England's story isn't finished.

Southgate laid the foundations.

Tuchel is building on them.

The squad is stronger.
The mentality is stronger.
The experience is stronger.

It's not about where England were.

It's about where England are going.

@Mike_Raybone

[Ihtesham Ali @ihtesham2005]

The CEO of OpenAI was asked for his hottest take. His answer wasn't a prediction about a product. It was that the whole world is sleeping through the most important thing happening to it.

A student asked Altman for his spiciest take.

He paused. He admitted he could probably find a spicier one with more time. Then he landed somewhere quiet.

AI is just going to keep going.

That sounds obvious until you hear how he framed it. He said this is not widely believed yet. And if it were actually believed, there would be far more reverberations through society right now than there are.

That is the whole point.

He is not saying people doubt AI is useful. He is saying people have not internalized what continuing on this curve actually means. They nod along and then go back to their day.

Then he gave the timeframe.

It has been three and a half years since ChatGPT. He said if you run another three and a half years on the same trajectory, what society is capable of is completely different.

Not improved. Different.

The scariest takes are usually loud.

This one was Altman calmly saying the biggest change in human history is already underway, and almost nobody is acting like it.

(Watch the full talk on YouTube at Stanford Online channel)

[Jason Kwon @jasonkwon]

Really glad Dean is joining OpenAI. He’s spent a lot of time thinking seriously about the biggest questions frontier labs need to get right: risk, governance, frontier policy issues, and what comes next. We won’t always agree on everything, which is a good thing. This is a really important moment for these debates, and we’ll be better for having him pressure-test and shape our thinking.

[Ebrahim H @axi_master]

Today, @aadityasubedi_ and I are excited to introduce @architectlabs.

We are building the AI system to design and provably verify chips for the world's most demanding workloads.
AI scaling is fundamentally changing the economics of hardware infrastructure. As models scale, become more capable, and more widely deployed, the bottleneck is shifting from software and models alone to the physical infrastructure that runs it: specialized compute, memory, networking, interconnects, and full-stack system design.

General-purpose hardware is no longer enough, and the world is racing to spin up new chip programs. This is not just true across datacenter training and inference, but everywhere AI enters the physical world: robotics, autonomous systems, spatial computing, defense, personal devices, industrial automation, and scientific instruments.

But designing a chip today remains one of the most gated efforts in modern technology.

A modern chip program takes years, costs hundreds of millions of dollars, and depends on a shrinking pool of expertise concentrated inside a small number of companies.

Architect Labs is a foundational lab building an AI system that designs and provably verifies chips end-to-end. We partner with semiconductor and workload companies, AI labs, and nations to turn demanding workloads into purpose-built chips, on demand at scale. We aim to drastically accelerate chip design, so that the models, software and chip designs can co-evolve together, accelerating the industry’s path to superintelligence.

Two decades ago, the fabless revolution made it possible to build a chip company without owning a fab. TSMC made world-class manufacturing available to anyone with a design. We aim to do the same for chip design itself: enable any organization with a workload, or specification, to get a purpose-built chip design that unlocks scale and distribution of intelligence impossible with current hardware paradigms.

Our founding team collectively has taped out 80+ production chips, led $10B datacenter product lines, been core contributors to Meta’s AI silicon, architected and designed one of the first neuromorphic chips out of Intel, led research teams at Anthropic, xAI, and Google DeepMind, and contributed to fundamental AI research across nearly every frontier lab.

We have already partnered with semiconductor companies to accelerate their chip programs, and some of our AI-generated chip designs are going to tape out on leading-edge foundry nodes later this year.

We’ve also raised a $24M seed round led by @stevejang from @KindredVentures , with participation from @TQVentures , @RaceCapital , @scaletogether , @ora, and Link Ventures.

We are grateful for the support of our angels and advisors, including @snsf , @lukaszkaiser , @AravSrinivas , Kunle Olukotun, @tlbtlbtlb, @alexwg, Siddharth Nath, Thierry Tambe, @arashf , @ekaurghar, @CHHubbell, Selene Casabal, @semiDL , and engineering leaders from OpenAI, NVIDIA, Google DeepMind, Intel and more.

The next great scaling law may not come from the models alone. It will come from making the physical substrate of intelligence programmable. We exist to bring this future to life.

[High Yield Harry @HighyieldHarry]

It’s become obvious Burry got lucky….

But I’m starting to think he’s not the only one

[Frank Wright @frankwrighter]

Restore went from 0 to 7 percent in a matter of weeks.

We heard so many voters tell us their hearts are with Restore - but they would vote with their heads because they believed only Reform can win.

They don’t believe that any more. Tomorrow belongs to @RestoreBritain

[Fr Calvin Robinson ©️®️ @calvinrobinson]

… and the British people continue to vote Labour. Despite everything.

[Politics UK @PolitlcsUK]

🚨 WATCH: Rupert Lowe says Restore Britain has done "extremely well" in the Makerfield by-election

"I drove a lot of Reform support until Nigel politically assassinated me"