FredKworth

Founder Silent Partners, business strategy and sales. We help people and companies make more money.

[David Sacks @DavidSacks]

Legacy Media types are calling this Alex Karp interview a “crash-out” so that’s your first clue that he is actually saying something extremely insightful. He is articulating what real “AI safety” looks like in the enterprise.

Not abstract alignment research or certification by a government-run DMV for AI. Real AI safety for businesses is the ability to control their own data, model weights, and compute — so a frontier lab can’t hoover up their proprietary knowledge and turn it into their next product.

As Karp explains, technical customers want “control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it’s not being transferred to someone else.”

Don’t think that can happen? Just look at Figma. According to The Information, Anthropic “blindsided” its then-business partner with the launch of Claude Design. Figma’s founder said Anthropic had not been “consistently honest” with them. Anthropic’s chief product officer had even served on Figma’s board until three days before the launch of Claude Design. Figma’s stock has fallen sharply this year while Anthropic’s valuation has surged.

This isn’t an isolated example. Anthropic has launched Claude Science, Claude Security, Claude Legal, and of course Claude Code — each expanding into categories previously served by companies building on top of their models. The pattern is consistent: watch where value is being created, then move in directly. Dominate the model layer, then use that position to capture the most lucrative verticals.

Dario has argued that open source models powerful enough to compete with Anthropic are “dangerous.” But dangerous to whom? Not to enterprises that want to retain control over their data and workflows. Dangerous to a business model that benefits from customers having few real alternatives at the model layer.

As Karp exposes, true enterprise safety isn’t trusting that a lab’s future roadmap won’t include your business. It’s retaining the ability to choose — at the model layer — who gets to see and use your alpha.

[The All-In Podcast @theallinpod]

Jensen Huang on the future of coding: “Every engineer is going to have 100 agents.”

Jensen:

“Everything that's too big, too heavy, takes too long, those ideas are all gone.”

Chamath:

“You're reduced to creativity. Like, what can you come up with?”

Jensen:

“Exactly.”

“Now the question is, how do you work with these agents?”

“Well, it's just a new way of doing computer programming.”

“In the past, we code.”

“In the future, we're going to write ideas, architectures, specifications. We're going to organize teams. We're going to help them define how to evaluate the definition of good versus bad. What does it look like when something is a great outcome? How to iterate with you, how to brainstorm.”

“That's really what you're looking for.”

[FredKworth @fredokworth]

@athleticsEHS Appreciate the updates

[FredKworth @fredokworth]

@kyhssportszone @GBKill15

[FredKworth @fredokworth]

@Devin_Cochran57 Congratulations!

[FredKworth @fredokworth]

⁦@GBKill15⁩ with tip drill pick and 2nd take away ⁦@athleticsEHS⁩

[FredKworth @fredokworth]

⁦#7 ⁩ ⁦@GBKill15⁩ making a play for ⁦@athleticsEHS⁩ football. Stripped the ball away from the opposing RB in the red zone.

[Eastern Athletics @athleticsEHS]

Gabe Killingsworth blocks punt scoops and scores… Eastern leads 21-8 with 5:04 left in half.

[FredKworth @fredokworth]

Action, Learn and Earn!

There is no substitute for wisdom earned through personal experience, trial, error, learn and improve. The feedback loop is only constrained by your willingness to continue.

We don not all have to start in the same place. We will all end in the same place.

The space between that’s the adventure don’t waste it whining or waiting. Take action.

[FredKworth @fredokworth]

What leadership sounds like.

[VA Secretary Doug Collins @SecVetAffairs]

The days of kicking the can down the road are over. We owe America’s Veterans solutions!

[FredKworth @fredokworth]

@SahilBloom Objects in your rear view are much smaller than your uninformed fear.

Action creates information and shrinks your fear. Commit to progress.

[Garry Tan @garrytan]

Intelligence is on tap now so agency is even more important

[FredKworth @fredokworth]

Decide who you want to be, what you need to know, what you need to do.

Carpe diem

[Andrej Karpathy @karpathy]

Agency > Intelligence

I had this intuitively wrong for decades, I think due to a pervasive cultural veneration of intelligence, various entertainment/media, obsession with IQ etc. Agency is significantly more powerful and significantly more scarce. Are you hiring for agency? Are we educating for agency? Are you acting as if you had 10X agency?

Grok explanation is ~close:

“Agency, as a personality trait, refers to an individual's capacity to take initiative, make decisions, and exert control over their actions and environment. It’s about being proactive rather than reactive—someone with high agency doesn’t just let life happen to them; they shape it. Think of it as a blend of self-efficacy, determination, and a sense of ownership over one’s path.

People with strong agency tend to set goals and pursue them with confidence, even in the face of obstacles. They’re the type to say, “I’ll figure it out,” and then actually do it. On the flip side, someone low in agency might feel more like a passenger in their own life, waiting for external forces—like luck, other people, or circumstances—to dictate what happens next.

It’s not quite the same as assertiveness or ambition, though it can overlap. Agency is quieter, more internal—it’s the belief that you *can* act, paired with the will to follow through. Psychologists often tie it to concepts like locus of control: high-agency folks lean toward an internal locus, feeling they steer their fate, while low-agency folks might lean external, seeing life as something that happens *to* them.”

[FredKworth @fredokworth]

@RyanHoliday And yet that statement requires predictability.

[FredKworth @fredokworth]

@dickiebush Focus and action!

[FredKworth @fredokworth]

@Codie_Sanchez Bravo

[FredKworth @fredokworth]

If the only asset you have in common is time. Then speed is your weapon be decisive. You must utilize it with the utmost speed and precision that can be summoned.

Eliminate dependency and execute with excellence avoid perfection and strive for progress!

Life is short Carpe Diem!

[Ryan Holiday @RyanHoliday]

"The impediment to action advances action. What stands in the way becomes the way” | Marcus Aurelius

So when others impede or disrupt your efforts today, remember—they’re not causing problems; they’re offering you opportunities. They are not an impediment, they are the way.