Andrew Thappa

[Andrew Thappa @adthappa]

@cHHillee What were some of the most notable improvements you guys made?

[Soumith Chintala @soumithchintala]

Our v2 small model is here.
I've been using it daily for a variety of things.

The pre-training ran for 68 hours on GB300s. Post-training was 17 million rollouts over 9 days.
Entirely pre-mid-post trained in NVFP4.

Available to train and fine-tune on Tinker right now.
Open weights next week after external safety testing is fully complete (cant skimp on that).

Continuing to decentralize and democratize intelligence...

[Andrew Thappa @adthappa]

@wm Check out NVCF which we (NVIDIA) took live earlier this year: https://t.co/wPkqNDEGSf

Also do you have a black dog in Austin? If so we might be neighbors.

[Ajit Pai @AjitPai]

For over a decade, Reddit never missed an opportunity to preen about so-called “net neutrality.” It virtue-signaled that the company was “built on the premise of letting individuals decide what content they find interesting. We believe the same basic principle should apply to the internet as a whole.” It launched multiple “Days of Action,” trying to scaremonger people into believing that the internet as we knew it was about to end—obviously wrong then and now. Without utility-style internet regulation, Reddit warned that corporations would take actions solely “for their own profit.”

How times have changed. Reddit is now making its own “open” platform a walled garden. Specifically, it’s unilaterally decided to block consumers from accessing Reddit content unless they log in—what it calls a “logged-in-only experience.” (So much for letting “individuals decide what content they find interesting.”) That’s because corporate-controlled access yields more consumer-specific information that benefits Reddit’s own advertising and data businesses. All this despite the company being enormously profitable already—it’s made over $740 million this year, a record by far.

Far be it from me to suggest that Reddit must be regulated or prohibited from doing what they think is a key driver of “monetization on Reddit.” Assuming no violations of law or regulation, my views here are clear—and they don’t change, even when corporate leadership previously accused me of corruption and called repealing FCC regulations “un-American.” But when a company that has constantly and vitriolically demanded regulation of its perceived rivals—to prevent alleged harms to consumer from conduct that was purely hypothetical—now explicitly boasts about giving consumers a less-open Internet to benefit its bottom line, it should get the public scrutiny and mockery it richly deserves.

[Kyle Sheldon ⚽️🇺🇸 @kylesheldon]

This is unquestionably one of the coolest videos in the history of sport

[Andrew Thappa @adthappa]

👀👀👀

[Jake Stauch @jakeserval]

We raised a $150M Series C at a $3B valuation, led by @sequoia. Our third round in 12 months, bringing our total funding to $277M.

Our team has grown 10x in the last 12 months. We now serve Fox Corporation, WPP, Live Nation, Lucid Motors, and Ramp, and many of them are fully replacing legacy platforms with @getserval.

AI coding tools have transformed how engineers work. Serval brings that same power to every team, so anyone can build governed automations across the systems they already use.

We’re hiring 500+ people over the next year and expanding in San Francisco, NYC, London, Austin, and beyond.

If you’re down to take on legacy enterprise systems and transform how teams work, my cofounder @AlexAtServal and I would love to meet you.

It’s Serval now.

[Andrew Thappa @adthappa]

👀👀👀

[Ryan Williams @rrwilliams.bsky.social @rrwilliams]

An internal model at OpenAI has produced a claimed refutation of ETH! Russell Impagliazzo, Mohan Paturi, and I have been asked to help organize an open and independent examination of this claim. 1/4

[Andrew Thappa @adthappa]

👀👀👀

[Andrew Seddon @seddonandrew]

PCBs made in America. Twice as fast as Shenzhen.

Today @CircuitHub is unveiling The Grid, our factory-scale robot in Massachusetts that builds circuit boards on demand.

No changeovers, no per-design setup. Prototypes and production batches, fully automated.

[Andrew Thappa @adthappa]

👀👀👀

[Elizabeth Dwoskin @lizzadwoskin]

EXCLUSIVE: In less than 12 hours, a group of ex-DOGE cyber researchers were able to penetrate Anthropic’s systems using AI agents — including Slack channels where the most sensitive models are discussed.
This is just weeks after
Anthropic whistleblower Joseph Coxon charged the company w/launching “a hubristic gamble” from a “private company’s Slack.”
Read our story here (gift link):
https://t.co/x6F8Dg6SLR

[Andrew Thappa @adthappa]

Interesting...

[Andrew Thappa @adthappa]

@mamagnus00 Ebay, Yahoo Fantasy, and my local grocery HEB, have broken multiple times.

[Andrew Thappa @adthappa]

Browser use cannot be the future…it’s so brittle and every integration breaks every 2 days.

[Andrew Thappa @adthappa]

@mamagnus00 Primarily started using Browser use via Muse. Can try browser-harness separate from that.

[Flapping Airplanes @flappyairplanes]

We have barely scratched the surface of GPUs, and we think GPUs are more flexible and valuable than most believe. Internally, we already see evidence of this at trillion-parameter pretraining scale. If we are right, this will drive substantially more demand for AI.

[Elon Musk @elonmusk]

@firstadopter Only if they can get their compute online and reliable, which is extremely difficult to do at scale

[Fireside Alpha @firesidealpha]

Elon Musk says there's no AI demand issue and explains why SpaceX rents its compute on short-term contracts: AI compute is worth more per watt every year, renewals are coming in at higher prices, and the market is a “cheese shop” with no chips left

“Our belief is that the value of compute per watt will increase over time, not decrease. And the reason for that, I think it should be obvious to people really, is that as you improve the AI software, as the models get better and better, they’re able to, you get more useful intelligence per watt. And the value of that compute is proportionate to the useful intelligence per watt. And that’s why you see things like even old computers like H100s renting for more than they rented when they were new.”

“And I think that’s likely to continue. I think we’re going to face a shortage of superintelligence compute. And that shortage is going to remain for a long time. So, I think the smart move is to do short-term contracts and to essentially place the bet on useful intelligence per watt increasing rapidly, which obviously is done, so that’s what’s happened so far.”

“And also if you look at, say, how are our short-term contracts renewing? Are they renewing at higher dollars per watt or lower? And we see them renewing at higher dollars per watt, not lower dollars per watt. We are also frankly hounded relentlessly by every hyperscaler and by dozens of smaller companies to rent more of our compute. So we could rent out our compute several times over if we said yes to everyone. That’s just the situation here.”

“That’s why I posted that sort of video meme of the Monty Python cheese shop sketch where the guy goes into a cheese shop to get some cheese and they actually have no cheese. And so he goes like, what about this kind of cheese? What about that kind of cheese? And they really just don’t have any cheese.”

“So we’ve actually tried to offload some of our inference compute to other cloud providers so that we can use more compute for training. And we get the cheese shop sketch. You know, they’ll say, like, well, we’ll ask them about what about some, you know, GB300s? Nope, don’t have any of those. What about, you know, some GB200s? Nope, don’t have any of those. What about some TPUs? Nope. What about some Trainiums? Nope. What about some, okay, how about some H100s? And like, well, we might have some overseas somewhere and then they’ll check and come back and say, nope, we don’t have that either. So it’s like ridiculous.”

“Yeah. So I don’t think we’re going to have a demand issue here. And like, it’s not impossible. I’m not saying this will happen. It’s not impossible that we will have a six-month payback period for compute next year.”

[John Arnold @johnarnold]

Underappreciated how much the shale revolution unlocked the AI revolution.

[Andrew Thappa @adthappa]

@tyler_fong_ @Natl_Compute Congratulations!!!

[Yuchen Jin @Yuchenj_UW]

“A single cluster currently serves 155 trillion tokens/day, generating $38 in revenue per GPU-hour (at off-peak pricing).”

Huge flex from DeepSeek. Not only did they open-source their inference engine, but they also open-sourced their revenue numbers.

They didn't disclose which GPUs they're using here, but DeepInfer supports both NVIDIA Blackwell and Huawei Ascend.

Even assuming they're renting B300s at $7 per GPU-hour, that's ~82% gross margin.

[Iain MacMillan @IainMacBets]

No exaggeration, this guy might be the best interview in pro sports right now