Lucas Faria

technoOPTIMIST | pre-med dropout • hacking | live by the 3C’s: curiosity, creativity and courage.

[Ricardo @Ric_RTP]

Palantir's CEO just exposed Sam Altman and Dario Amodei for robbing every Fortune 500 company.

Within two minutes, Alex Karp took the entire frontier AI industry apart on national television.

His exact words:

"Every single enterprise in this country, these people are LIVID. They are paying for tokens that create no value. These people are stealing the weights and alpha of my business."

He literally said the entire frontier AI business model is intellectual property extraction dressed up as a subscription.

Then he also destroyed the pricing model with a single question that Silicon Valley still refuses to answer:

"If it was so valuable, let's say I can make you $1 billion tomorrow. Wouldn't I say I'll make you $1 billion and I want 30 percent? Why are they charging for tokens if it's so valuable?"

That question breaks the industry.

If OpenAI and Anthropic's models truly delivered the productivity gains the labs claim, they would take equity or a share of the profit they generate. They would not sell access by the million tokens.

Token pricing is itself the CONFESSION that the product cannot produce reliable value at scale. If it did, they would price for the value. But they price for the compute because that is what they are actually selling.

Karp went even further...

He called the entire arrangement "a wealth tax that does not help the poor. It just punishes."

American businesses are transferring the alpha of their operations, meaning the workflows, the customer data, the strategy memos, the internal models that make them competitive, directly into the training pipelines of a handful of Silicon Valley labs. Once those labs retrain, the customer's own edge becomes the next enterprise product sold back to their competitors.

And the part the AI industry does not want anyone thinking about:

Every enterprise running its confidential documents, its customer conversations, and its financial models through a frontier model is potentially teaching that model HOW to replace them.

The vendor collects the token fee AND the compounding intelligence about that customer's business. That is the mechanism. And that is why Karp used the word "stealing."

He claims this is why every executive he meets is furious in private and silent in public. Nobody wants to be the CEO who called out the labs and then discovered their next competitor was built on their own leaked workflows.

The entire AI industry has been priced for perfection on one assumption:

That frontier labs produce durable, defensible value that justifies infinite compute spend.

But Karp just told us that the customers do not believe that assumption anymore. They believe they are being taxed without benefit, watched without consent, and copied without recourse.

The moment enterprises stop believing, the whole valuation stack shakes.

[Bojan Tunguz @tunguz]

Woking with AI is far more art than science.

[Lucas Faria @fariavalue]

@mattpocockuk Matt I’ve found some security issues on ai hero that enables ppl steal your paid content/etc. I’ll love to share with you. Can you share a way that I could do it? Mail, dm, etc. just point the direction. Best regards, Lucas

[Lucas Faria @fariavalue]

@theo

[Stefano @stedelmanto]

Organizational memory is one of the least understood problems in AI.

The best mental model I've found is that organizational memory is a multidimensional graph. And an individual's memory is simply a slice of that graph.

Imagine a CEO and someone in Customer Support.
There are things the CEO knows that Support doesn't. There are things Support knows that the CEO doesn't. And there's a huge amount they both know.

Giving agents the right context matters, but models will keep getting better at figuring things out-they'll learn to traverse the graph on their own, bigger context windows, etc.

The harder problems are upstream: How do you build that graph passively as people work? How do you permission it?

Eventually you'll have agents with overlapping-but distinct-slices of organizational memory, just like people.

That's when the interesting questions appear.

If two agents have access to different slices of the graph, should they be allowed to communicate freely? If not, what does it even mean to prevent one agent from sharing a memory with another?

It's less a retrieval problem than a philosophy of organizational memory.

[Ahmad @TheAhmadOsman]

Without naming names, that Slack integration from the famous AI fearmongering and rugpulling company is made to steal your business intellectual property and create themselves new moats.

[Lucas Faria @fariavalue]

@theo Dropbox alternative hits hard

[Lucas Faria @fariavalue]

@tunguz nothing ever changes

[Tom Blomfield @t_blom]

I'm going to show this to every founder who refuses to launch early.

https://t.co/874OixahKD

[Lucas Faria @fariavalue]

@starmexxx I thought it was Jensa Huanga

[Lucas Faria @fariavalue]

@tszzl

[David Senra @davidsenra]

This conversation with @RickRubin is special. Here's a 2 minute preview that I’ve watched 15 times.

The episode will be out tomorrow:

[Lucas Faria @fariavalue]

@LeilaHormozi AWESOMEEEE NEWS!

[Lucas Faria @fariavalue]

@DeFiTracer "BREAKING" that was 1 year ago

[Lucas Faria @fariavalue]

@masonwarner Awesome! I just wonder why 800 dollars in credit?

[Lucas Faria @fariavalue]

@HeyGen @Scobleizer @HyperFrames_ Shader

[HeyGen @HeyGen]

Another @HyperFrames_ catalog update

Wednesday: html-in-canvas effects

Today: textures and shaders

Every effect is one command to add for your next video

npx hyperframes add <name>

Comment + RT "shader" for this videos source code (must follow)

[Lucas Faria @fariavalue]

@APompliano In in in in in in in in in in in in in

13x

[Lucas Faria @fariavalue]

@chetaslua 👽