Bofin Babu

Building AGI Defense
prev built and scaled @CloudSEK (xVigil)
gov + startups cyber advisory.
ex-@NVIDIA | @OxfordSBS, BITS Pilani

[Bofin Babu @bofinbabu]

@Kadotttt The problem is when most people, including you say socialism, you actually mean welfare-capitalism.

[Bofin Babu @bofinbabu]

Not aging well at all!

[Gary Marcus @GaryMarcus]

no. but i do have thoughts on the Anthropic IPO :)

[Bofin Babu @bofinbabu]

@JonathanPieNews Hasty generalization.

[Bofin Babu @bofinbabu]

@AdamHoltererer Indeed. Opus is still my favourite for coding. Fable as an advisor + Opus as an implementer would have been killer combo!

[Bofin Babu @bofinbabu]

When a post starts with "OpenAI / Anthropic just killed [X]", that’s an instant unfollow.

[Bofin Babu @bofinbabu]

@mhdksafa Because billionaires give millions to politicians and working-class immigrants don't. 

Politicians follow the money, and the sheep just follow their masters.

[Bofin Babu @bofinbabu]

Hydrogen loses in browser use, and Sonnet 5.5 loses in data analysis. Sol 6.1 is the real everyday winner!

[Bofin Babu @bofinbabu]

@depressionlesss that's good team work

[Bofin Babu @bofinbabu]

ok it's time for my @nvidia story

January 2016. I'm an intern at a tech company nobody outside PC gaming cared about. Badge said NVIDIA. Friends asked if we made monitors lol

The whole place ran on email. Every team owed a weekly "top 5 things" - 5 bullets, no decks, no status meetings. It went up the chain and we were told Jensen had access to all of it and actually read them on Sunday nights.
Gave every intern this lowkey paranoia that the people way above us could see exactly what we were working on. They could.

I was too junior to send one myself, but some folks got replies right after midnight. Just 2 lines asking about bullet 4. The people who'd been there a while didn't even act like that was weird. That was the biggest tell.

Everyone there was ridiculously long $NVDA. My manager had an options spreadsheet he updated at lunch and refused to explain. Some people talked about the ticker like it was the weather.

Culture night had a whole skit about deep learning. Costumes, GPU jokes, "the network is learning," plus a bit about women supposedly going for guys who "know deep learning." Half the room laughed. Two people in that room were dead right about the next decade.

The part of 2016 nobody remembers: that exact same spring they were winding down Icera (the $367M modem bet) while posting record revenue. Record stock on one side of the building, a whole team getting walked out on the other. That's why "we're 30 days from going out of business" somehow never sounded like a gimmick. (He'd been saying it since '96 when it was literally true)

And then there's this week. Same CEO, same inbox, same voice. An email went to 42000 people who still carry that badge. An apology.. and now a resignation.

Also crazy to think if I'd thrown $3k into NVDA back then it'd be ~$600k today 💀 (even after this week's drop)

Anyway, Jensen replied to my mentor's bullet 4 at midnight and I'm keeping that flex forever

[Bofin Babu @bofinbabu]

@kenbone18 I was born into an indian christian family as a minority and christmas is literally a gazetted national holiday in india.

[Bofin Babu @bofinbabu]

@Polymarket zero chance lol, she’s way too far down the org chart for the ceo role

[Bofin Babu @bofinbabu]

went down the rabbit hole testing openmausbot, paperclip, rakazo, and openbot.

ran them all on an always-on a macstudio m1
max at home, hitting it remotely over tailscale with heavy multi-agent / parallel subagent tasks.

ended up right back on hermes lol. nothing else actually holds up in daily use without constant babysitting

 @NousResearch 🫡

[Bofin Babu @bofinbabu]

@morphllm With that rate limit *per minute*, you practically won't use kimi k3.1 for anything demanding.

[Bofin Babu @bofinbabu]

@charlielamb Nah, read it: they're setting limits *per minute*. That's the trick. You practically won't use Kimi K3.1 with that limit.

[Bofin Babu @bofinbabu]

@psipbc So we can never have exponential quantum speedups over unstructured data. Which means "Quantum AI" is dead (Or that term has a new meaning going forward).

[Bofin Babu @bofinbabu]

@AdamHoltererer Name and shame those providers!

[Bofin Babu @bofinbabu]

If there’s one takeaway from the Binance hack, it’s this: going forward, attackers can seamlessly plan, code, social-engineer, and execute sophisticated campaigns using abliterated LLMs as their primary weapon.

Legacy playbooks won't work- we need new cybersecurity.