Moghal Saif

I talk about ai, business and human behaviour

[Sridhar Vembu @svembu]

Strong attack on frontier AI labs from silicon valley insider and Palantir CEO Alex Karp.

He explicitly mentions that enterprises must own the "means of production" in the video interview. I have long talked about why no large enterprise or nation that wants to be wealthy should ever outsource the critical capital goods needed for production - it would end up transferring "alpha" (all value creation) to its capital goods providers.

In a different context, this issue is already causing pain in the textile spinning industry. High tech robotic spinning machines are so expensive, it now takes over 7 years to recover the cost of machines by selling the finished product (yarn). So some of the mills are rethinking the foreign capital goods vs domestic labor spending.

Software companies that do "tokenmaxxing" also transfer all value to frontier labs.

Here is the crux of the matter: the entire business case behind the multi-trillion dollar capex by AI providers hinges on extracting all value from the rest of the economy and concentrating that in a few companies.

The rest of the economy has started to rebel, even the rest of the _silicon valley_ economy!

[Moghal Saif @moghalsaifa]

@CraftedBySanjay Thanks sanjay !

[Moghal Saif @moghalsaifa]

After seeing Kunal Shah leave CRED for WhatsApp, I had a few realizations from my entrepreneurial journey.

It's very important to know why you are starting a company, and a company is just a part of your "why" as a whole for your life. Starting a company is a tool for you to achieve your why.

Reason 1: Starting a company to make money. Here, your "why" is to make money. If you can make more money in a job, go for it. But if you see a good business you can build, go build it. Your filter for that decision should be, "Where can I make the most amount of money for myself?" Also, remember, a company's revenue is not your money.

Reason 2: Starting a company to solve a problem. Here, your "why" is to solve the problem, not to make a lot of money. You started a company to solve the problem that you wanted to solve. I will give an example here of @demishassabis. He sold DeepMind to Google, and his explanation was that he started DeepMind to solve the AGI problem. In the middle of it, he found himself lost in fundraising and managing the company. It made him go further and further away from focusing on solving the problem, so he sold DeepMind to Google so Google could take care of the finances and the management, and he could go and work on solving the problem. If you are a founder who started a company for this reason, it is okay for you to take up a job in an existing company that is already working to solve the problem. Starting a company is not always the right move to make here.

Reason 3: Starting a company for status. This is probably the worst reason to start a company. Don't do it. Get your status from other things in life. Even if you start it, you will be focusing more on becoming the "IT"/"Famous" company than focusing on the business side. Most founders who do this fail the most.

People don't recognize this, but it's better to do a job than to stay stuck in a bad business. Business is hard, and if the pain is not worth it, why are you spending time on it? Start something new and better with what you know now, or get a job to learn and earn faster.

I have seen my own companies that I started, and the companies started by people I know. Many failed after 2 years because starting a company is more about things you don't control. When you are new to this, you ignore them and think that if you work hard enough, you will become successful.

What you work on is very important. You are grinding to build your $10k agency day and night, while your friend built a tool that helps solve a profitable problem for other businesses and made a recurring business from it with one-third of the work you do, and he makes more than you.

[Moghal Saif @moghalsaifa]

@rajanikethreddy Thanks niketh!

[Moghal Saif @moghalsaifa]

MFST has launched a AI Deployment company

[Satya Nadella @satyanadella]

The future of the firm is a learning loop in which human capital and token capital compound.

With our new Frontier Co., our ambition is to help every enterprise build its own AI capability, and to help create a frontier ecosystem where every organization can turn its knowledge, workflows, and judgment into its own AI systems that continuously improve. https://t.co/mvYhkRFyqa

[Moghal Saif @moghalsaifa]

@ntshptl thanks nitish !

[Moghal Saif @moghalsaifa]

WTF

[Valuetainment @valuetainment]

NEW: Meta employees consumed 73.7 trillion AI tokens in a single month. Which costs roughly $221 million a month and around $2.65 billion a year.

[Moghal Saif @moghalsaifa]

@MenonSaiganesh Thanks sai!

[Moghal Saif @moghalsaifa]

i highly recommend listening to

-uk rap
-russia pop
-arabic pop
-african pop
-house

[Moghal Saif @moghalsaifa]

@Kanishkraoo thanks kanishk!

[Nikesh Arora @nikesharora]

Just finished north of 200 meetings in Europe with customers and technologists. The conversations were primarily around AI, common questions include:
1. Are there examples of organizations who have been able to demonstrate production level systems and do those developments show a return in lower cost, efficiency or better top line?
2. What do you think about agents? How will we discover, govern and stop agents if need be. Perhaps the biggest security concern ATM.
3. The frontier AI models are expensive, what's the business case at these token prices to embed AI in our customer facing products? Where will token prices be in the future.
4. What are the longer term implications of Mythos like models? Do we need to update cyber infrastructure or all IT infrastructure?
5. What do you think of Chinese opensource models? Are they secure and what is the downside of using them if they can be secured and they are cheaper?

The parts that surprised me were:
1. The pausing of Mythos and Fable 5 caused more consternation and concern in Europe both short term and raised longer term concerns on single model reliance or reliance or models not in ones control. I hadn't seen it from their POV.
2. Sovereignity which was always a topic and still is, is getting more nuanced - they want data residency, data localization and local resources, but there seems to be more willingness to accept global services on clouds. Classified systems continue to be an issue.

Net net - we need to ensure we continue to build trust both on our Frontier models and their consistent availability, we need to get the right economics in place and spend more time in Europe communicating and building presence if we want AI adoption to keep pace with the US.

[Nikita Bier @nikitabier]

Today we're announcing Live Studio, a brand new livestreaming command center on X

X is where everything is happening now. So we're launching the best tools for pro streamers to go live, connect with their followers & manage their streams

Check it out on 𝕏.com in Creator Studio

[Moghal Saif @moghalsaifa]

@narayanan_tarun @AnthropicAI 😂😂😂

[Moghal Saif @moghalsaifa]

@vivekraju93 I was looking to try out to platform to learn arabic, found it to be the only platform that offers these services

[Aadhithya D @AadhithyaD_]

Launching Raaga V1 by Vakyam AI.

Natural, expressive speech for Indian languages.

Frontier-level quality at ₹0.75 per 1K characters (~per min).

Try it now on our playground.

[Benji Taylor @benjitaylor]

Enjoyed working on this new release! Grok Voice Agent Builder is now available via the developer console. Give it a try.

[Moghal Saif @moghalsaifa]

@kapoorkkunal kunal, you got to meet @ironwagh then

he stays in mumbai and probably the only guy who is doing great work in terms on robots, hit him up

[Moghal Saif @moghalsaifa]

this will never work in india

instahelps stills wins

[Weave Robotics @weaverobotics]

Today, we’re launching our home robot Isaac 1.

Isaac 1 deliveries will begin this fall.

Order yours below.

[Moghal Saif @moghalsaifa]

Tech companies are sponsoring more more cultural events.

I wouldn't shocked if apple comes out and says we are the official partners of wimbledon

[Vercel @vercel]

We are joining @MercedesAMGF1 as a multi-year strategic partner. First stop: British GP.

If it's fast, it's on Vercel.