Owen Brown

[Owen Brown @owentbrown]

I think that Cerebras is the Roger Bannister of inference. I imagine that both Nvidia and Apple will release something with a similar memory architecture in the next 12 month.

I'm very excited to get access to Ultrafast when it becomes available.

[Owen Brown @owentbrown]

The list was first released in 1998. It would be cool @AmericanFilm updated it, for the next generation.

[Owen Brown @owentbrown]

When I was a teen, the AFI came up with a list of their 100 greatest movies. I acquired a poster, probably from Blockbuster Video, and put it up in my room.

Two friends and I worked through most of this list, putting our initials next to the movie name on the poster. It was fun

[Owen Brown @owentbrown]

If the government blocks the release of the greatest frontier models, then model makers will likely need to compete on price.

[Arun Rao @sudoraohacker]

This is an extreme action and a dramatic escalation from the Trump administration, unprecedented in the world of software and AI models. I expect it will be challenged in court and it suggests that the Trump administration has taken a steep anti-AI turn. Not sure what @DavidSacks or PCAST is doing, but this is worrisome and much more extreme than the Biden administration or what any US state has done. Strange to see this administration go from 100 to 0 on AI policy and I hope this is quickly reversed.

[Owen Brown @owentbrown]

My prediction is that it will be direct sales and direct marketing. Basically, any company with a tight feedback between an outcome (sales) and an indvidiual worker's activity can justify spending thousands per month per person.

[Owen Brown @owentbrown]

Per developer spend on AI inference at startups is now passing 10k USD per year. Some startups spend 10x that. 

What industry will sees this sort of spend on AI inference next?

[Owen Brown @owentbrown]

I'm finding that GPT 5.5 works better with Cursor than Claude 4.7.
Claude+Cursor seems to get "stuck", where I can't see the work that its doing. Sometimes it finishes executing, but I need to interrupt it to find out that the work was completed.

[Owen Brown @owentbrown]

@WholeFoods this bag implies that you don’t sell melatonin. But you sell it under your 365 label

[Owen Brown @owentbrown]

⁦@WholeFoods⁩

[Owen Brown @owentbrown]

I wonder when compute and memory futures and options will be traded.

Data centers aren’t fungible but the value creation enabled by allowing speculators to de-risk the labs is huge.

[Owen Brown @owentbrown]

We’re not there yet but, just keep it in mind if, say, you see the head of ICE doing things likely to put her in jail after a transition of power. 

It’s a reason why the legality of the ICE operations is relevant to all Americans.

[Owen Brown @owentbrown]

I’m thinking about leading indicators that would predict whether there will be a peaceful change of power from the Trump administration to an opposition administration.

[Owen Brown @owentbrown]

If key member of the cabinet are facing jail time when power transitions, they will create an information vacuum around Trump, leading him to declare an emergency, martial law etc.

[Owen Brown @owentbrown]

One indicator is whether many of Trump’s cabinet members are engaged in criminal activity that would be obviously prosecuted when power changes. L

[Owen Brown @owentbrown]

With the users consent, the image is watermarked as being generated directly from that specific iPhone, and not tampered. There's likely ways to also associate the watermark as being generated directly by an iPhone, for example by maintaining a list of iPhone public keys.

[Owen Brown @owentbrown]

Generative AI is creating unprecedented document fraud. Apple is uniquely positioned to curb this fraud by using hardware to cryptographically sign photographs.

[Owen Brown @owentbrown]

For privacy reasons, this feature would be disabled by default, and would only be enabled when photographs were taken from a specific app.

It would work like this:
A chip on an iPhone would store a public key. The private key would be in hardware, and inaccessible.

[Owen Brown @owentbrown]

Expense management iOS apps like Brex would prompt the user for permission to take photographs that can be associated with the phone.

When taking pictures through the app, iOS would prompt the user with, "Should this photo be associated with this device?"

[Owen Brown @owentbrown]

@karpathy