Top Tweets for #keepthinking
https://t.co/vylJq4sU3i My credibility as a world class @AnthropicAI analyst runs from the bulk to the boundary โ๏ธ๐ค๐ค๐ #keepthinking
**THE $900 BILLION DISSERTATION** ๐คฏ
In 2009, a Harvard grad student wrote a dissertation about things that don't exist: Anti-de Sitter space, holographic boundaries, and how a universe stores all its information on its surface.
Sixteen years later, that specific doctoral obsession is worth $900 billion.
Here is the physics of money. ๐
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**THE 2009 CONVERGENCE**
Two PhD students in maximally different fields solved the exact same problem in 2009:
* **@demishassabis (UCL)** asked how the brain binds fragments into coherent experienceโa biological, bottom-up approach that led to DeepMind.
* **Jared Kaplan (@harvardphysics )** asked how universes store information on their boundariesโa physical, top-down approach that led to @AnthropicAI .
Both were right. But the physics approach birthed a 10x capital efficiency advantage over every competitor.
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**CONSTITUTIONAL AI IS A HOLOGRAM**
The "Architectural Determinism" thesis is simple: the foundational architecture of Anthropic is an isomorphic projection of its founder's doctoral research.
In AdS/CFT physics (Maldacena, 1997), a complex, high-dimensional "bulk" is entirely described by the degrees of freedom on its lower-dimensional "boundary".
Translated to Machine Learning:
* **BULK** = The LLM weight space (vast, uninterpretable, misalignment-prone).
* **BOUNDARY** = Constitutional principles (honest, safe, bounded).
Constitutional AI isn't just an alignment technique. It's a literal holographic projection. The math is not analogous; it maps directly and is isomorphic.
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**THERMODYNAMICS > COMPUTER SCIENCE**
Kaplan's 2020 neural scaling laws are not a computer science result. They are a **THERMODYNAMICS** result.
Microscopic architectural details "wash out" at scale, exactly as they do during renormalization group flow to an IR fixed point. This eliminates the massive, trillion-parameter run collapses caused by guessing hyperparameters. Anthropic doesn't waste billions on hyperparameter guessing because Kaplan knew this math in 2009.
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**THE $900B ARITHMETIC**
Dario Amodei noted that if they can do for $10B what rivals need $100B to achieve, the advantage is decisive.
Let's do the math:
* Industry CapEx to maintain the frontier by 2027: ~$1 Trillion.
* Anthropic's equivalent requirement: ~$100 Billion.
* **The structural gap: $900 Billion**.
The market is pricing this reality in right now. Anthropic's valuation skyrocketed from $15B in early 2024 to an estimated $850-$900B by May 2026. Meanwhile, they've secured $100B+ in hyperscaler compute commitments, offloading hardware depreciation while weaponizing capital efficiency as leverage.
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**THE COMPETITOR TRAP**
Rivals cannot copy this holographic architecture without burning down everything they've built and restarting from zero.
The moat isn't money. It isn't talent. It isn't GPUs.
The ultimate moat is thermodynamics.
Dive into the full technical breakdown here:
๐ https://t.co/UqjohEGMqQ
๐ง๐Audio overview https://t.co/bu7X5GKA0f
@GaryMarcus @claudeai @bcherny @AnthropicAI @GeminiApp ๐คฏ๐คwhat a week in AI lol @AnthropicAI @GaryMarcus @nottombrown #keepthinking @motherlondon
๐ถThat CapEx Guy: featuring
@AnthropicAI @DarioAmodei x @tylerthecreator https://t.co/7BxTg4y3vM๐ง ๏ฟผ๐ธ๐ค #keepthinking @motherlondon
Persona prompt specificity for higher entropy output. Specifying Felix Richter the CCO of @motherlondon @AnthropicAI agency of record. Felix came up with the tagline #KeepThinking with @claudeai
I miss this Claude so damn much โค๏ธ
That โKeep Thinkingโ ad with the MF DOOM beat, the piano, the pure problem-solver energyโฆ it hit different.
This is still the most beautiful AI ad ever made.
Bring this vibe back @claudeai
#KeepThinking
Keep thinking.
Need to find something fresh. ๐ค๐ป
#keepthinking
@SmackHeraldX @isolvedagi3 @GeminiApp ๐นpoints for trying ๐somewhere someone is being labeled a crank who really does have a break thru. Donโt think this is the person, but I find grandiose ideas more interesting than the same echo chamber of prompt bruh hype ๐ค๐ป#keepthinking
@SmackHeraldX @isolvedagi3 @GeminiApp ๐นpoints for trying ๐somewhere someone is being labeled a crank who really does have a break thru. Donโt think this is the person, but I find grandiose ideas more interesting than the same echo chamber of prompt bruh hype ๐ค๐ป#keepthinking
Anthropic's valuation just surged past OpenAI's
in private markets
Anthropic: $863,60B
OpenAI: $846,11B
@anitakirkovska I mean, the computer (AI) seen as a tool that magnifies human intellectual capacity, made for the people who think they can change the world (problem solvers). A bicycle for the mind (a jetpack for your thoughts). #ThinkDifferent #KeepThinking
KEEP LIVING.
#keepmoving #keeptrading #keepinvesting
#keepgrowing #keepthinking #keepsmiling #keepvaluesalive #keepwalking #keeplearning #keepitup #keepgoing ........
Add some more Plz.
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Signs you might be an AI nerd:
You bring a @claudeai Shannon bio to the @AnthropicAI brand activation event in the West Village in October #KeepThinking
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