Anthony Rotio

[Anthony Rotio @arotio]

We've leveraged our composable CDP foundation to create a vibe marketing AI Studio. Would love feedback from anyone interested in AI Agents applied to Marketing as we continue to build (calling @Austen @gregisenberg @boringmarketer)

Some context on the example:
- Indeed is a customer of ours but this is all on synthetic data
- Audiences created can be edited and synced to marketing channels with experiments; or in customer journeys
- Our company is called GrowthLoop

[Anthony Rotio @arotio]

There's something to this that makes it plausible. One of Elon's goals with xAI was to ensure AGI is good for humanity and he didn't see any of the leading labs on a trajectory to fit that bill. He also saw Google as the probable first to AGI with few real competitors. So essentially he wanted to solve for: 1. Good for humanity and 2. No single untrusted entity (ie from his pov anyone that's not Elon) controlling AGI.

He believes SpaceXAI will own the majority of the compute with space-based and knows they have a hardware deployment velocity advantage now with terrestrial. It could make sense to focus on that latter strength now until they hit space-based at scale and just attempt to kingmake labs that he feels are most aligned to humanity, especially if they are behind. It also serves as an additional cash source for Terafab and space-based compute.

Starlink is the cash machine to bootstrap to Mars. Perhaps SpaceXAI Cloud is the cash machine to bootstrap to space-based compute.

You then could plausibly catch up and surpass the other labs when you have a order of magnitude more compute available in space. This only works if you believe the compute advantage can stay ahead of recursive self improvement advantages of AGI until you catch up.

Fwiw, I think they will keep training and researching. But if the models currently training on Colossus 2 miss expectations, this wouldn't be a terrible short term pivot to position yourself as the AWS of the AI era right before an IPO.

Or this could be a way to get losses off the books before the IPO and try to grow the valuation enough to roll Tesla in.

Time will tell

[Anthony Rotio @arotio]

@tszzl Need juries of peers with death penalty before it's too late.

[Anthony Rotio @arotio]

@SawyerMerritt It's at least in part the FSD feedback loop for coding they've been lacking.

They now have millions of "drivers" to learn from again. All input (beyond the initial spec/prompt) is error all over again

[Anthony Rotio @arotio]

@RileyRalmuto Looks like the images from the post aren't rendering on mobile for some reason, but they're out there in the ether somewhere

[Everyday Astronaut @Erdayastronaut]

I'm honestly SHOCKED at how the general public has NO IDEA Artemis II is taking humans out to the moon and will be the furthest humans have ever flown. Every non-space nerd I've talked to has no idea. WE GOTTA GET PEOPLE STOKED!!!! THESE FOUR HUMANS ARE FLYING TO THE MOON!!!

[Eric Berger @SciGuySpace]

Holy shit, we’re finally building a Moon base!

https://t.co/4oVOSh90tx

[Anthony Rotio @arotio]

@pronounced_kyle Yes

[Anthony Rotio @arotio]

@RileyRalmuto Check out Fall by @nealstephenson

[Anthony Rotio @arotio]

@sama @yoheinakajima Which, if any, terms that you agreed to gave you pause when thinking about your son and his generation?

[Anthony Rotio @arotio]

@sama Which, if any, of the terms you agreed to most gave you pause you related to your son and his generation?

[jack @jack]

we're making @blocks smaller today. here's my note to the company.

####

today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone.

first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay.

we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly.

i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures.

a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers.

we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold.

to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward.

to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow.

jack

[Humans of Martech @humansofmartech]

New episode just dropped! 🚀🪐

208: @arotio from @growthloop: Exploring causal context graphs and machine customers, starting in retail media networks

Recap: https://t.co/5bvCfJR6rt
YouTube: https://t.co/0RYqhSKXnC
Spotify: https://t.co/mL8gGsOgfb
Apple: https://t.co/YRoZZdSxsb

[Anthony Rotio @arotio]

@EdKrassen I assume he was referring to the specific statements about Area 51 🤷‍♂️ hard to tell

[Anthony Rotio @arotio]

@maxhodak_ I'm working on something, will share directly when I have some results

[Anthony Rotio @arotio]

@LandJohan Johan*

[Anthony Rotio @arotio]

@LandJohan Nice work, John!

[Peter H. Diamandis, MD @PeterDiamandis]

We are living through the most rapid evolution in history. If you feel tired, that's OK. You're trying to process exponential change with a linear brain.

[Anthony Rotio @arotio]

Woah. David's contributions cannot be understated.

[Wes Roth @WesRoth]

David Silver, one of the foundational researchers at Google DeepMind and the mind behind AlphaGo, AlphaZero, and MuZero, has officially left DeepMind to launch his own AI startup: Ineffable Intelligence.

The London-based company, formed in late 2025, is currently recruiting and raising capital.

Silver aims to go beyond today’s language model paradigm and pursue true superintelligence, an endlessly learning AI that discovers the foundations of knowledge itself using pure reinforcement learning, unbound by human-written data.

He joins a growing movement of researchers breaking away from big labs to chase more radical visions of AGI.

[Anthony Rotio @arotio]

@elonmusk @DavidSHolz Emit. Re-emit.