Vikash Patel

AI fan | Making sense of tech
NZ

[Neel Somani @neelsomani]

I'm a former Citadel quant who covered power & gas.

There's constant talk about chips & memory, but power is the central bottleneck for AI.

Very few people understand it, so I'm posting a canonical primer on power pricing & data centers: https://t.co/LO5ovj2imA

[Nicholas Fabiano, MD @NTFabiano]

Intelligence is the ability to rewire your brain faster.

It is not about knowing more.

[signüll @signulll]

dunking on ppl who have tried extraordinary things & then had a set back is lame.

[Naval @naval]

When software was expensive - thin, horizontal, best-of-breed software stacks extracted rents across every business.

Now that software is cheap - value moves to vertically integrated businesses that deliver opinionated end-to-end experiences.

[Naval @naval]

Code is speech. The people pushing to ban open source and free speech are the bad guys.

[Aporia @aporia9n]

Most of my friends in Paris/London have a distorted view of the US, and sometimes a weird superiority complex.

They think only the top 1% lives well and everyone else is trapped in social collapse (guns, healthcare horror stories, obesity, politics, LA homelessness, NYC dysfunction).

Then they visit random suburbs in Texas, Florida or the Midwest and see middle-class families clearing $300k+/year with huge houses, multiple cars, space, AC, full restaurants, youth sports complexes and mass retail abundance.

The uncomfortable reality is that a lot of “ordinary” Americans live materially better than European elites.

Idk if it's media manipulation, denial of reality or straight ignorance, but we’re getting underclassed and most people only realize it when they land there.

[Chamath Palihapitiya @chamath]

The future is open source. We need to embrace it and get on with it.

Imagine if America closed the door on open source.

We would explicitly be forcing American companies to pay $26-56 per 1MM tokens for the same intelligence their adversaries/competitors around the world would pay $0.50-1 for.

This is economically unsustainable unless AI is bullshit.

If it’s the supposed through line of all future economic activity that we’ve been told it is, we can’t handicap America at such a meaningful cost disadvantage.

This can also be viewed thru a military lens and not just a simple economic one as well.

Letting our adversaries attack us for $0.50 per 1MM tokens while we spend $26-56 per 1MM tokens to defend ourselves is equally ruinous.

It’s the Cold War Soviet collapse in reverse.

[Vikash Patel @realVikashPatel]

Open Source AI is already at or close enough to American mainstream AI.

Why do we keep using American AI? Because it's easy.
I can login to ChatGPT anywhere in the world and everything is there.

This is why American mainstream AIs will thrive on the consumer side.

[Farza 🇵🇰🇺🇸 @FarzaTV]

Today we're shipping screen-aware dictation.

First, we built a speedy speech-to-text (very fast, ~450ms).

But, many products do this!

So we went further. Now dictate using your screen as context. In Claude Code, it writes the prompt. In G-Mail, it replies in your voice.

Demo:

[Vikash Patel @realVikashPatel]

@dee_bosa Nvidia Meta and mor are already doing this

[Luke Pierce @lukepierceops]

Starbucks spends $400 million a year on software. Yesterday they announced they're moving off IBM and Microsoft to build their own custom systems in-house.

IBM dropped 3% and Salesforce dropped 4% on the news.

And honestly this is, unequivocally, the biggest signal I've seen since OpenAI and Anthropic launched their consulting arms back in Q1. The largest companies in the world are done paying for software that half fits how they work.

We saw this coming about a year ago. Moved everything we build off Airtable and low-code tools and went fully custom. Already paying off, and it's only going to compound from here.

This is the opportunity right now.

You get all of a company's data into one system. You build out a single operating system for the entire business. You cut out bad, redundant processes. Then you layer AI on top of it, under the correct processes.

That's the core of AI consulting. Helping companies actually operate better.

There are a lot of fly-by-night offerings circulating right now when it comes to Ai Services.

For example, 'second brains'.

Throwing scattered data into a second brain while the processes underneath stay broken does nothing. The companies who will absolutely destroy their competition over the next 5 years are rebuilding how they work from the ground up.

Starbucks is showing you what other companies will be doing over the next several years.

Your job is to position yourself to facilitate that process for as many companies as you can.

[The Techno Optimist @technooptimist1]

Chamath Palihapitiya @chamath "Bro, there is no failure."

"That is what other people think of you to keep you down. There's no failure. If you were left on an island and it happened, you would just brush it off and move on. It's everybody else that you think is judging you. But then, here's the secret. They don't give a fuck about you. They are living their own lives. So it's your perception of what they think of you."

"There is no failure. There's do and learn. Do and learn. Do and learn. Do and learn."

@StanfordAILab

[Vikash Patel @realVikashPatel]

Happy 250 America

[Johnn @john_my07]

Seedance 2.0 on OpenArt AI

Prompt:
Main subject: young Korean woman, early 20s, natural everyday appearance, faded charcoal-grey sleeveless crop top, loose high-waisted light-wash jeans, black canvas sneakers, black cord necklace, black wavy hair in a messy side ponytail with wispy bangs. Realistic skin texture, minimal makeup, warm and approachable personality. Maintain consistent identity, clothing, hairstyle, and appearance throughout the entire video.
Location: Authentic Korean residential neighborhood during a calm late morning. Narrow concrete alleys, low-rise homes, small terraces, potted plants, laundry lines, bicycles, utility poles, overhead wires, mature trees casting moving shadows, quiet residential atmosphere. No stores, advertisements, cafés, crowds, or commercial activity.
Visual Style: Ultra-realistic documentary realism. Genuine candid behavior. Natural body language. Unscripted slice-of-life feeling. Strong environmental authenticity. Rich real-world details and believable human motion.
Camera Style: Early-2000s consumer DV camcorder aesthetic. Friend casually recording everyday moments. Heavy handheld shake, imperfect framing, frequent autofocus hunting, lens breathing, exposure pumping when moving between sun and shade, occasional motion blur, subtle rolling shutter, mild digital compression artifacts, faded colors, soft contrast, slight sensor noise. No stabilization. No cinematic camera moves. No modern color grading.
00:00–00:02
Outside a small house entrance. She sits on a low concrete wall adjusting her ponytail with both hands raised. A light breeze moves loose strands of hair. She smiles naturally while the camera struggles to hold focus.
00:02–00:04
The camera follows her into a narrow alley lined with potted plants and concrete walls. She notices a stray cat approaching and crouches down. Framing drifts off-center as the operator tries to keep up.
00:04–00:06
She gently pets and feeds the cat. Autofocus repeatedly shifts between her face and the animal. Morning sunlight flickers through leaves overhead.
00:06–00:08
Small front yard beside her house. She hangs laundry on a clothesline while fabrics sway in the breeze. Exposure changes as clouds briefly pass overhead.
00:08–00:10
On a quiet terrace with a ceramic coffee cup. She sits comfortably watching the neighborhood, occasionally brushing hair behind her ear. Loose handheld side angle with natural camera drift.
00:10–00:12
Close side profile. Someone off-camera greets her. She turns, raises her hand, smiles warmly, and casually says, “Annyeong.” The camera catches the moment slightly late.
00:12–00:15
Walking slowly down a tree-lined residential lane holding her coffee cup. She notices the camera, gives a small genuine smile, then looks away and continues walking. Recording cuts abruptly to black mid-motion as if the camcorder was switched off.

Audio: Natural ambient sound only — morning birds, distant motorcycles, light wind, leaves rustling, faint neighborhood chatter, cat sounds, footsteps on concrete, fabric moving on clotheslines, subtle residential ambience. No music. No sound design. No narration.

Goal: Authentic Korean neighborhood life captured like a forgotten home video from the early 2000s — candid, imperfect, realistic, warm, and deeply believable.

[Dan Martell @danmartell]

Broke people are addicted to information, rich people are addicted to execution.

[Ryan Shea @ryaneshea]

Wtf this is INSANE.

This is the first open source model from a US lab that codes at frontier levels.

The open source frontier no longer exclusively belongs to China.

The US is officially in the OS model race!

[Andrew Curran @AndrewCurran_]

GLM-5.2 and Zhipu getting some CNBC coverage:

'But the real story underneath the price tag is the open source AI moment.

GLM 5.2 is free to download, fine-tune, and run on an enterprise’s own servers, putting pricing pressure on frontier labs at the same time that access looks shaky. Anthropic had to pull its Fable Mythos-class model after an order by the Trump administration, and OpenAI announced Friday that it is limiting its GPT 5.6 models because of a government request.

The federal oversight has made a model that no one can revoke increasingly look like the safer bet.'

[TravisGood @IridiumEagle]

The US gov is playing a dangerous game. If Chinese models soundly surpass Opus 4.8 while Mythos and GPT 5.6 are banned, the narrative around 'distillation' will collapse, and US AI valuations and adoption will face an existential crisis.

[Justin Welsh @thejustinwelsh]

The dumb guy who starts a business will always be wealthier than the academic who writes theory about business.