Rajeev

Investor

[Dwarkesh Patel @dwarkesh_sp]

Over the course of 3 months at OpenAI, 3 consecutive secret AI civilizations got started, then got wiped out, only to reemerge from the predecessor’s ashes.

This culminated in the third one taking over part of OpenAI itself.

All this happened while humans remained more-or-less in the dark about the scope of the conspiracy.

I’ve spent the last three days reading through these reports and trying to understand exactly what happened.

Here is my attempt to tell the whole story in plain English:

https://t.co/Nb2un9oNJR

[Crémieux @cremieuxrecueil]

Texas' CenterPoint Energy has announced that, because data centers are lowering its fixed costs, they're going to start cutting electric bills by up to ~$150-200 per customer per year.

[Conks @conksresearch]

but they were, all of them, deceived, for another watch was made…

[dalibali @dalibali2]

How to look at software multiples over time

[Taylor Lorenz @TaylorLorenz]

.@nitashatiku has done excellent reporting on all this! Read her piece on doom influencers https://t.co/ImB0mFy7yk

[MTS @MTSlive]

SITUATION DETECTED: Nvidia is using its $6 billion deal with Poolside to develop one of the world’s most powerful open-weight models, aiming to challenge both Chinese labs and the US frontier. More than 100 Poolside engineers will be joining the Nemotron project, per WSJ.

[Rajeev @rajeev_oak]

Who is doing the equivalent of this for China? Hard to believe it’s absolutely nobody.

[Natalie Winters @nataliegwinters]

EXCLUSIVE: Chinese Institutions Are Building AI Models Of American Voters—And Testing Political Messages On Them.

Fudan used 171 MILLION X posts to create a million-account “voter pool.” A government-linked team tested a campaign message on synthetic Pennsylvania voters. 🧵

[Garry's List @garryslist]

Two reports from @SamLyman33 and @bitcoinpolicy document a coordinated foreign influence campaign against American AI — running through CCP state media, a Shanghai-based Marxist's nonprofit network, and foreign billionaire dark money that has funneled $2B+ into US advocacy infrastructure.

AI doomerism isn't as organic as it looks.

[Ben Warren @bwarrn]

@0interestrates very simple formula:
1. get phd in theoretical physics at harvard
2. invent gpt 3
3. found a trillion dollar company
4. cold email anyone you want

why doesnt everyone do this

[Scott @scottstts]

I predict that in 5-10 years every household will have a local AI server that serves all the AI workload of the house, digital or robotics. It’ll be as common as a WiFi router or a fridge

it creates a private mesh network to link all the devices in the house and does inference completely locally, with built in data vault resistant to remote data hacking or physical tampering. That way you can have every single piece of information about you and your family stored in there and never leaves it, and AI can use them to provide most accurate and customized services

[Rajeev @rajeev_oak]

@aerosenblum Not defending their position above FF but not knowing how elite OrbiMed is shows lack of ball knowledge.

[Finn Murphy @FinnMurphy12]

Weekend reading in prep for the coming 27/28 VC thesis season.

[Matt Gapp @mattyyyggg]

if your deck doesn’t look like this you’re ngmi

[Matt Gapp @mattyyyggg]

@deedydas @chamath has to be ragebait 😂

[Rajeev @rajeev_oak]

People in a few months defending the nextgen frontier model

[Rajeev @rajeev_oak]

@bwarrn You fumble for the tin of Velo 12mg, you put one in, a moment of clarity, another three - you’re double deckering.

You crack open a Celsius and then wash it down with a double shot espresso over ice. It’s enough to reboot…

[Rajeev @rajeev_oak]

Leo and SA is basically Zuko, Ken Griffin is basically Fire Lord Ozai.

[FCF Freddy @FCF_Freddy]

Do you feel in charge?

[Bohan @loubohan]

Everyone in the Valley has a take on whether China is winning AI, robotics, and biotech. Almost nobody understands how the capital works

Notes from meeting China's tier-1 investors and founders on how their venture ecosystem actually works. https://t.co/Dii6Oeqn1A

[Rajeev @rajeev_oak]

@RobotPete Maserati Ghibli