Good take
My guess is
- demand for intelligence is near infinite
- but 80% of workloads will be running on 99% cheaper models within 12-18 months
- 20% of workloads will still run on latest gen models where IQ maxing is important (scientific breakthroughs, higher level ochestrator agents?)
- rough analogy might be what % of macbooks or gaming PCs sold have the maxed out specs for CPU/GPU, prices are falling much faster than Moore's law here though
- this leads me to think the limiting factor will be energy and compute, not better models
At Coinbase we're working hard on routing prompts to cheaper models where appropriate, and in some cases have been able to keep costs roughly flat, while token usage continues to grow exponentially.
Martin Scorsese is an advisor to Black Forest Labs.
He's spent six decades shaping how the world sees stories. Now he's helping us shape visual intelligence with human taste and craft at the center.
We sat down with him for a working storyboarding session using FLUX.
We uncovered something far bigger than I ever expected. After seeing coordinated false attacks against the Utah data center project, we brought in an advanced data science team to trace where the content was coming from and the results were shocking. What we found led back to organized networks, political activist groups, and funding trails tied to massive international entities. We dug through IRS 990 filings, tracked IP data from around the world, and uncovered what appears to be a coordinated campaign targeting energy and data center projects across multiple regions.
I shared 90 pages of evidence with federal law enforcement and raised concerns directly with contacts at the White House. This isn’t speculation. The filings, funding records, dates, and connections are documented. There’s a coordinated PR war happening around energy infrastructure and data centers, and we’re not going to ignore it.
Feels like Chernobyl-Season is coming.
The math is simple. The more you outsource, the more you depend on the stability of others. The more AI you integrate into build and deployment, the larger the attack surface becomes, and the easier it is to weaponize automation against that surface. Vibe coded development largely ignored security as a design constraint. Now we are entering an era where AI assisted supply chain attacks and infra scale automation will be routine. The practical takeaway is not to reject vendors but to know exactly which parts of your stack are vendor managed, which parts are self hosted, and how quickly you can fail over or shut down when the assumptions under those services change.
1/ We are sharing additional details regarding our investigation into unauthorized access to GitHub's internal repositories.
Yesterday we detected and contained a compromise of an employee device involving a poisoned VS Code extension. We removed the malicious extension version, isolated the endpoint, and began incident response immediately.
We are investigating unauthorized access to GitHub’s internal repositories. While we currently have no evidence of impact to customer information stored outside of GitHub’s internal repositories (such as our customers’ enterprises, organizations, and repositories), we are closely monitoring our infrastructure for follow-on activity.
Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.
This is super interesting. I’ve been thinking a lot about the same direction and building my own workflows and systems, just with tighter token constraints...obv
Is there anywhere you’ve actually documented this in a structured way? Not a feature list, but something that shows what exists and how it all fits together.
Right now it’s hard to follow everything that’s happening, but I’d love to understand what’s usable and how to plug into it.