@LewisforMN@LewisforMN - Maybe Anthropic is right. Maybe frontier AI needs guardrails.
But history suggests we should be skeptical anytime the market leaders start advocating for rules that would be hardest for their future competitors to survive.
"Pull the ladder up behind us."
Here's Anthony Edwards when @JonKrawczynski asked about his final shot and if Finch told him he needed to pass it in that spot.
"Me and my coach got the best relationship ever. I mean, he be right most of the time -- 98% of the time, he be right. He told me to pass the ball tonight, and I should have passed it, but I shot it instead. And it went in. The basketball gods was on my side tonight."
It is with profound sadness that we share the passing of Bobby Weir. We send him off the way he sent so many of us on our way: with a farewell that isn’t an ending, but a blessing. A reward for a life worth livin'. https://t.co/2qdBbh80v1
📸 Chloe Weir
Excited to raise $4B+ in our latest fundraise! We shared that we will primarily be using the capital to invest in:
1️⃣ Lakebase Postgres - serverless database for Agents
2️⃣ Agent Bricks - high quality agents that can reason on enterprise data
3️⃣ Databricks Apps - Data Intelligence Apps built on Lakebase and Agent Bricks
As part of this we also disclosed:
🚀 Crossed $4.8B revenue run-rate, over 55% YoY growth
🚀 Crossed $1B of revenue run-rate for our Data Warehousing product
🚀 Crossed $1B of revenue run-rate for our AI products
🚀 Continued to be cash flow positive in the last 12 months
Big thanks to Insight Partners, Fidelity Investments, and J.P. Morgan who led the round.
https://t.co/BeSmrXkv5m
NEW: Wisconsin & Luke Fickell have agreed to a contract extension that keeps him through the 2032 season, the school announced.
https://t.co/kEADmccijR
A BEST CASE SCENARIO FOR AI?
The Doomer narratives were wrong. Predicated on a “rapid take-off” to AGI, they predicted that the leading AI model would use its intelligence to self-improve, leaving others in the dust, and quickly achieving a godlike superintelligence. Instead, we are seeing the opposite:
— the leading models are clustering around similar performance benchmarks;
— model companies continue to leapfrog each other with their latest versions (which shouldn’t be possible if one achieves rapid take-off);
— models are developing areas of competitive advantage, becoming increasingly specialized in personality, modes, coding and math as opposed to one model becoming all-knowing.
None of this is to gainsay the progress. We are seeing strong improvement in quality, usability, and price/performance across the top model companies. This is the stuff of great engineering and should be celebrated. It’s just not the stuff of apocalyptic pronouncements. Oppenheimer has left the building.
The AI race is highly dynamic so this could change. But right now the current situation is Goldilocks:
— We have 5 major American companies vigorously competing on frontier models. This brings out the best in everyone and helps America win the AI race. As @BalajiS has written: “We have many models from many factions that have all converged on similar capabilities, rather than a huge lead between the best model and the rest. So we should expect a balance of power between various human/AI fusions rather than a single dominant AGI that will turn us all into paperclips/pillars of salt.”
— So far, we have avoided a monopolistic outcome that vests all power and control in a single entity. In my view, the most likely dystopian outcome with AI is a marriage of corporate and state power similar to what we saw exposed in the Twitter Files, where “Trust & Safety” gets weaponized into government censorship and control. At least when you have multiple strong private sector players, that gets harder. By contrast, winner-take-all dynamics are more likely to produce Orwellian outcomes.
— There is likely to be a major role for open source. These models excel at providing 80-90% of the capability at 10-20% of the cost. This tradeoff will be highly attractive to customers who value customization, control, and cost over frontier capabilities. China has gone all-in on open source, so it would be good to see more American companies competing in this area, as OpenAI just did. (Meta also deserves credit.)
— There is likely to be a division of labor between generalized foundation models and specific verticalized applications. Instead of a single superintelligence capturing all the value, we are likely to see numerous agentic applications solving “last mile” problems. This is great news for the startup ecosystem.
— There is also an increasingly clear division of labor between humans and AI. Despite all the wondrous progress, AI models are still at zero in terms of setting their own objective function. Models need context, they must be heavily prompted, the output must be verified, and this process must be repeated iteratively to achieve meaningful business value. This is why Balaji has said that AI is not end-to-end but middle-to-middle. This means that apocalyptic predictions of job loss are as overhyped as AGI itself. Instead, the truism that “you’re not going to lose your job to AI but to someone who uses AI better than you” is holding up well.
In summary, the latest releases of AI models show that model capabilities are more decentralized than many predicted. While there is no guarantee that this continues — there is always the potential for the market to accrete to a small number of players once the investment super-cycle ends — the current state of vigorous competition is healthy. It propels innovation forward, helps America win the AI race, and avoids centralized control. This is good news — that the Doomers did not expect.
At #DataAISummit, Databricks Co-founder Arsalan Tavakoli-Shiraji shared how we’re making it easier than ever to modernize your data warehouse.
With the launch of Lakebridge, teams can now automate migrations from legacy warehouses using free, AI-powered tools.
Catch this and more in the full keynotes, now on-demand: https://t.co/S8RFHx4WSv
I am super excited to announce that we have agreed to acquire Neon, a developer-centric serverless Postgres company. The Neon team engineered a new database architecture that offers speed, elastic scaling, and branching and forking. The capabilities that make Neon great for developers are also great for AI agents.
Together, we'll deliver an open, serverless database foundation for developers and AI agents.
https://t.co/CZziwCBsfq
My great friend, Matt Leimbek—@GopherHockey alum, @davematthewsbnd diehard, and the most passionate guy I’ve ever known—passed away suddenly in Feb at 45. We made these shirts to support his wife & 2 sons. Every shirt screams Phenomenal!—just like he did. 💛⭐️🎵🏒💯
They honor Matt’s legacy—his love for hockey (#28 at the U, #21 at Rochester Mayo) and his obsession with @davematthewsbnd (100+ shows). If you see one this summer at Alpine, Creek, or the Gorge, know it’s his spirit living on.
#LivePhenomenal#DMBFamily#WearItForMatt
@united You’ve begun partially refunding my missed flight but continue denying compensation for the out-of-pocket expenses you caused—while ignoring your own involuntary baggage separation policy. @USDOT, I’ve filed a formal complaint to hold United accountable. #TravelRights
@united We paid for First-Class tickets and had a nightmare return trip😡
•Delayed flight = missed connection
•Forced to rebook on Southwest $$$
•Bags left in Denver after involuntary separation
Others in our group got free delivery. We were told to pick ours up. (1/5)
@united Your delays caused my missed flight. Your policies denied my baggage delivery. Your reps refused to help. I had to drive to MSP for my bags - needed medication.
Stop deflecting. Start fixing. Who will actually help me resolve this?
#UnitedAirlines#CustomerServiceFail
@united@united, seriously - your answer is to direct me to a portal? After 4+ hours of chats, calls, & zero help, you’re directing me to another portal. Enough is enough.
I’ve already submitted my case. I don’t need another form—I need action, accountability, and resolution. (1/2)