Karthik Ganapathy

Been thinking a lot about AI. formerly @keithellison, @ACLU, @BernieSanders, and @350.🌹

[Garrison Lovely @GarrisonLovely]

my former employer shredding silicon valley culture more effectively than i ever have. what am i doing.

[Karthik Ganapathy @kartpath]

Wait but a bunch of people on here (who coincidentally are funded directly by Big Tech) told me no one cares about this issue?! How can this be?

[Kyle Jacobs-Morse @Kyle_A_Morse]

This is a real narrative violation for the Big Tech lobbyists.

[Sacha Haworth @sachalouise]

nice

[Wall St Engine @wallstengine]

ANTHROPIC NOW GENERATES $2.08 OF REVENUE FOR EVERY $1 IT SPENDS ON COMPUTE

Revenue per $1 of compute:

• Q2'26: $2.08
• Q1'26: $1.40
• Q4'25: $0.69
• Q3'25: $0.68
• Q2'25: $0.57
• Q1'25: $0.40

That's a 5.2x jump in compute efficiency since Q1 2025.

Q2'26 revenue grew 1,368% YoY, while compute costs grew 300%.

[Ed Ludlow @EdLudlow]

Anthropic is a huge user of its own AI.

Two data points from the S-1 I found fascinating:

More than 90% of contributions to its codebase in September were written by Claude, with engineers increasingly directing and reviewing the work.

And by April, Anthropic’s own monthly Claude usage — valued at customer prices — exceeded its monthly personnel expense, excluding stock comp.

So Anthropic’s employees consume more Claude at retail value than it spends on their cash personnel costs.

The question I have: does that actually tell us Claude is cheaper than the human labor it augments — and if so, by how much?

[Tomorrow Together @TomorrowTgthr]

just one more industry-funded super PAC bro. i promise bro just one more super PAC and voters will love data centers. bro. forget the electric bills bro. just one more super PAC bro please we just need one more ad buy and we can build the data cent

[Shripal Shah @shripal734]

i'm late to this but chiming in to say the HMP IE has polled > 50 times in the last 7-10 days across the country and has seen nothing to suggest this is true.

[Rob Flaherty @Rob_Flaherty]

I thought this conversation was excellent, interesting, and well-facilitated. But wow did I find this exchange frustrating.

The dynamic at play here is that for-profit companies are racing to make a nearly-impossible-to-control technology that is smarter than we are at almost everything. If they get what they want, the best case scenario is it replaces humans at things and they get rich. The worst is that it kills people (and, likely, they get rich).

And maybe you don't think the "kill people" thing will happen. Cool. We should still have a democratic discussion about whether or not we want that before we get there, and if we do want it, what we want to use it for. And we should give us ourselves time to have that conversation.

It is also true that at the same time, AI is doing bad stuff right now. We should stop those bad things! And on top of those bad things, they are setting up an economic situation that leads to, through one door, job loss, and through the other, a massive market correction. We need to prepare for that reality.

But somehow a corner of the left has twisted itself into pretzels to say that “actually, regulating superintelligence plays into the hands of incumbents." But...the solution to incumbent-favoring regulation is to write better regulation, not to concede the question of what these systems become to the people building them.

Not regulating them plays into their hands! The whole thing is that their money (and concentration of power into their hands) comes when the technology is exponentially more powerful than it is right now.

This is just a different technology than we've dealt with before, and we need to act accordingly. Can’t we just...do all of this? What are we doing here?

https://t.co/WWtoU2MchG

[Karthik Ganapathy @kartpath]

Crowds roar at the mere mention of these guys, and Ken Paxton’s out here suing OpenAI two weeks out from Election Day to save his job. But tell me again how no one cares about AI!

[Rob Flaherty @Rob_Flaherty]

Circling back

[Kenneth Pennington @penningtonkm]

Really smart stuff from the prescient @joshhendler. If you care about winning, read this. https://t.co/iJ1pRixJgo

[Karthik Ganapathy @kartpath]

Fascinating to watch what Republicans in tough races are doing when they think their political career is on the line.

[unusual_whales @unusual_whales]

BREAKING: Texas Attorney General Ken Paxton has launched a lawsuit against OpenAI and CEO Sam Altman, alleging they misled consumers about the safety of the company’s artificial intelligence chatbot and failed to protect users from harm.

[Maddie Kriger @MaddieKriger]

We’re also not letting them off the hook for the whole blatant corruption thing. Turns out voters aren’t into that either.

[Maddie Kriger @MaddieKriger]

Republican senators like Jon Husted voted for $80 billion in tax breaks for data center developers while those same data centers power an out-of-control technology that people *really* don’t like? Yeah, we’re going to run ads about that.

[Matthew Yglesias @mattyglesias]

First ad I've seen so explicitly targeting the obvious financial conflicts around the Trump administration's AI accelerationism

[Karthik Ganapathy @kartpath]

Some Republicans, though, are trying to drag their party to sanity on AI regs.

[Ron DeSantis @RonDeSantis]

They tried to get a 10 year regulatory moratorium, but that failed in the US Senate and is unpopular across the political spectrum.

[Karthik Ganapathy @kartpath]

When you try to understand *why* Republicans are picking the 20 side of an 80-20 issue in AI regulations, the answer has a lot to do with people like David. Get to know him!

[Tomorrow Together @TomorrowTgthr]

NEW AD: Meet @DavidSacks, Trump’s AI and crypto czar.

Republicans like Jon Husted are letting him flood our communities with data centers and block AI regulation.

Sacks gets rich. His friends get rich. Husted gets their money. The only person who loses… is you.

[POLITICO @politico]

Kansas was supposed to be easy for Republicans. Then Tyson Brody, an opposition researcher, moved back home.

Could his research in the state get a Democrat elected to the Senate for the first time in 94 years?
https://t.co/owgfFpCdqv

[Ashley Gold @ashleyrgold]

Scoop: Democratic AI PAC takes its fight to Senate Republicans, paints Husted and Marshall as beholden to data centers and "tech guys," & go after David Sacks https://t.co/WBrNMjN2vG

[Karthik Ganapathy @kartpath]

Republicans seem to be digging in on the 20 side of an 80-20 issue, when most of the American people clearly want regulation on the AI industry. It's creating opportunities all over the map.

[Tomorrow Together @TomorrowTgthr]

NEW: We’re spending $2.5 million on TV and digital ads in two Senate races, building off our $4 million buy in House races:

– Ohio
– Kansas

Big Tech got billions in tax breaks to build data centers on our land and drain our water — Jon Husted and Roger Marshall voted to give it to them.

[Josh Orton @joshorton]

The question is "what ONE single issue" is most important. Of course people will say the economy.

But to pretend AI/Data centers aren't motivating voters...is a delusion.