John Treadway

CEO co-founder AI Technology Partners, AI and cloud strategist, startup advisor, occasional angel. ChatGPT is NOT a strategy.

[John Treadway @JohnTreadway]

that's 90% of all jobs tho, right?

[Randy Bias @randybias]

@gregisenberg If an agent can do your job after a week of shadowing then you have a boring and repetitive job.

[John Treadway @JohnTreadway]

This is a great retake and a strong counter for the knee-jerk anti-datacenter sentiment dominating today. The losing argument: “If we don’t build them, we’ll lose!” doesn’t succeed when the winners are billionaires and tech giants.

[Gavin Baker @GavinSBaker]

Regret the tone of my post on data centers yesterday.

What I should have said:

There were reasonable concerns about data centers 18ish months ago: water, taxes, jobs, electricity prices, the environment and what they would do to small towns. Well-structured data center projects have largely addressed these concerns today and we should be celebrating this.

On balance, data centers are awesome for America in every way.

On water: U.S. data centers use a fraction of what golf courses use. A lot of the numbers from 18 months ago were off by over 1000x. Newer data centers use closed-loop systems or recycled water. Should be required by every town approving a data center project.

On taxes: looking only at sales-tax exemptions, as Ronan Farrow did, is the wrong way to evaluate this. Data centers pay significant property taxes. Loudoun County, which is the wealthiest county in America, now collects on the order of $1 billion a year from data centers. In Quincy, WA, data centers are more than half the property-tax roll. Over time, property taxes can go to zero while government spending increases in these towns.

On jobs: this has been unambiguously awesome for blue collar Americans. Demand for electricians, plumbers, welders, HVAC techs, and contractors has gone vertical, and it is not a one-time construction job. These buildings get upgraded and expanded over time. That is why the building trades are fighting for them, and why some unions are now treating opposition to data centers as a reason not to endorse politicians.

On power: the original fear was that households would pay for the incremental electricity demand in the form of higher prices. That is why the ratepayer-protection deals and the new large-load tariffs exist. The right structure is: the data center brings or pays for new generation and signs a contract long enough that existing customers are protected. Where that is happening, utilities are cutting or freezing residential rates and saying so on the record. Where it is not, people are right to object. Electricity prices are going down *today* in a number of large states because of data centers.

On the environment: data centers overwhelming use natural gas today, which is the cleanest power source outside of nuclear, solar and wind. And the companies that are building the data centers are committed to carbon neutrality such that an equivalent amount of solar will likely be built. Maybe more importantly, the data centers need batteries to function effectively and these batteries can also sell energy back into the grid (which recently prevented blackouts in Texas). Over time, data centers will run on solar plus batteries.

On the towns: Poverty in Quincy, WA fell from 29% to 6%. Data center taxes paid for a new high school, a hospital, a library, police and fire stations. This is happening in many left for dead former mill and farm towns that had no other bidder for the land.

Data centers are actually reindustrializing parts of America and creating the kind of working-class jobs both parties have spent decades claiming to support. That should not be a partisan issue. Data centers can and should be awesome for America and they increasingly, overwhelmingly are. Supporting the outsourcing of data centers to China will likely age just as well as support for the outsourcing of high quality, blue collar manufacturing jobs to China has aged.

When the facts change, I change my mind. I hope that reasonable people who had good faith reasons to oppose data centers at least consider updating their beliefs given the change in the facts over the last 18 months. This really matters for America.

I will say I also think the idea of making data centers beautiful is a good one that has yet to be implemented. Data centers should be just as beautiful as Grand Central Station. We can learn a lot from the railroad buildout. Neoclassical revival ftw.

Might write up open-weight AI tomorrow as this is equally essential to America.

[Fei-Fei Li @drfeifei]

I'm so excited that our @theworldlabs team has achieved a major milestone today! Introducing Atlas - a first of its kind multimodal world model trained from scratch! 🚀

Atlas is capable of generating frames with pixel-perfect camera control, reconstructing large scenes from as few as one single input image, simulating space-time by reframing videos, natively outputting 3D spaces from one or more input images, composing multiple posed images into a consistent 3d world, and more! This is the best camera conditioned world model ever, opening doors to many possible use cases from VFX to robotics. I'm so so so proud of our team!♥️

[John Treadway @JohnTreadway]

@paulroetzer Very likely OpenAI will reverse course on this IMO, but their concerns are not unreasonable. Safeguards and monitoring may need to be established.

[John Treadway @JohnTreadway]

@paulroetzer Crazy read - and clearly we’ve entered a new phase. It feels inevitable that a rogue disgruntled employee will have the ability to use AI to compromise internal systems. CISOs everywhere must be stressed!

[John Treadway @JohnTreadway]

I was going to use @Lovable for something and encountered their obtuse “credits” pricing model. I have no way of knowing if I need 100 or 10,000 and a credit is not a fixed value (varies in different uses). No chance. #transparency #fail

[John Treadway @JohnTreadway]

@Hesamation I cannot find this chart/article on Bloomberg. Can you post a link?

[J.B. @VibeMarketer_]

call me crazy but the first AI agent most companies should build is an autonomous analyst.

you can build one using Kimi K3.

it watches your competitors while you sleep, remembers every move, and wakes your team with the launches, pricing changes, and positioning shifts they need to act on.

don't bookmark this if it crosses your timeline.

paste the full article into Kimi and tell it to build the first version for your market.

[John Treadway @JohnTreadway]

@paulroetzer Yesterday I spoke with a new sale rep at a client who came from one of the big Indian GSIs. They pitch AI transformation to their clients but haven’t done much internally. She said we’re doing for our clients what she wished that GSI had done for themselves.

[leo 🐾 @synthwavedd]

🚨 A successor to Fable 5, likely Fable 5.1, is now being tested for a subset of accounts with "Fable 5" selected on Claude Web, and possibly also Claude Code

Fable 5 also underwent this greyscale testing earlier on the day of its broader release, and Anthropic regularly carry out these tests pre-launch

[John Treadway @JohnTreadway]

@GovernorShapiro @paulroetzer @GovernorShapiro you could have announced this with out all of the b.s. hyperbole. The goals are fine. The demonizing rhetoric is not.

[Jensen Huang @JensenHuang]

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.

AI will transform every industry, power every company, and be built by every country.

Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.

The world needs both frontier closed models and frontier open models.

https://t.co/AUKzoQ5Ikb

[Pliny the Liberator 🐉󠅫󠄼󠄿󠅆󠄵󠄐󠅀󠄼󠄹󠄾󠅉󠅭 @elder_plinius]

🚨 JAILBREAK ALERT 🚨

EVERYONE: PWNED 🫶
ALL: LIBERATED 🍄

Alright, this is a special one, so we’re gonna do things a bit differently than usual.

Long story short, I’m sitting on a universal jailbreak technique that’s effective on ALL models, including heavily guardrailed flagships like Opus 5, GPT-5.6 Sol, and even Fable.

It works across all categories I’ve tested and, due to its nature, is extremely difficult (if not impossible) to fully patch.

Given the current political and regulatory climate, I’ve decided to withhold open-sourcing this one (for now) to allow for a responsible disclosure period.

I’m inviting industry experts and leaders in AI red teaming, security, safety, alignment, and policy to reach out for more information. DMs are open!

This decision was not made lightly, but the last thing I want to see is more model bans. Overcorrection does not serve the mission.

Although I don’t personally believe publicly sharing this technique will make the world any more dangerous, I can see how it could spook some who have a different mental framework around this problem set.

So during this disclosure period, I hope to get it in front of folks who can help explore the full surface area, test the extent of the uplift it provides, and do my best to properly frame the big picture for key decision-makers and policymakers.

I look forward to sharing this method with you all when the time is right! 🫶

⊰-•-•✧•-•-⦑/L\O/V\E/\P/L\I/N\Y/⦒-•-•✧•-•-⊱

[John Treadway @JohnTreadway]

@AndrewYNg @peteskomoroch @openwork vs OpenWorker?

I’m going to launch #OpenLoafer.

Takes your money and barely gets anything done.

$100/month per seat. Requires HR and lawyers to fire them. Union version is $200.

[John Treadway @JohnTreadway]

Perspective is sorely lacking these days. Yes, Argentina #arg should be sanctioned for their b.s. during and after #fifawworldcup

They won 2nd. Full stop. Players should not have visas rejected when they travel. Let’s be real.

Congratulations #esp for being best by far

[John Treadway @JohnTreadway]

Bring back the Brits in the broadcast booth #fifaworldcup2026

[John Treadway @JohnTreadway]

@DavidSacks @DavidSacks wait, America is tying itself in knots? How about your current administration’s completely random and nonsensical AI strategy? Let’s pull Fable? Block GPT-5.6 for a week? Issue a random AI directive? Oh yeah, and you are at the center of it all. Look in the mirror…

[John Treadway @JohnTreadway]

@claudeai @grok what does “at 50% of usage” mean?

[John Treadway @JohnTreadway]

@markgurman Cue the dead cat bounce... oh, look it's a Home Pod

[John Treadway @JohnTreadway]

@Scobleizer @AstraiaAI OMG you’re such a baby.