@danshipper@every@danshipper - brilliant insights and even better articulation. Loved it. I've been writing along similar lines, but you've explained it so much better & more!
We benchmark AI models for what they can do today. But what happens when the next capability isn't stronger - it's different?
Lun Wang nails this: our entire eval infrastructure breaks silently at regime changes. Enterprise adoption has the same blind spot. You can't build a static deployment and assume the model beneath it stays still.
Which is why at Quadra we don't consider the transmission layer a project. It's a practice.
Microsoft used 100+ AI agents to find 16 zero-days in their own Windows kernel code. Four Critical RCEs — no auth needed.
MSRC's note to customers this week was blunt: larger Patch Tuesdays are the new normal.
The discovery side of security just got a permanent speed upgrade. Most SOCs haven't.
Quadra has achieved Zscaler's DSA certification — 25 years of enterprise security delivery, 3,000+ engagements, validated directly by Zscaler through performance records.
Organisations that need Zero Trust done right now have a certified delivery partner.
#Zscaler#Quadra
@JayaGup10 So doesn’t that rise the question of “corporate sovereignty”? The intelligence layer in an organization is as valuable as the organization itself.
@karpathy Valuable advice. I use Obsidian as a source of input to the LLM and to collate information I gather, but this takes it one notch higher, by using the LLM to write back and structure the information. After all, it’s just MD files. Everyone now has their personal AI powered wiki.
Remarkable. The fact that Copilot has started producing usable outputs, and the wave of new features surely means Satya has convinced Amy to come on board with more computing resources.
New: In the age of AI, Microsoft CFO Amy Hood is all-powerful. She oversees data centers, GPU allocation, and the cost cuts across the company. @mattmday and I spoke with 40+ insiders to write this profile. $msft https://t.co/0lH6L3uYSG
@apoorv03@inafried Insightful. Would be interesting if you compare it with early days of cloud or even computing in general. I’m sure that stack will invert. It’s early days yet.
I’d go back to Demis Hassabis, who wanted to solve for intelligence before he solved everything else with intelligence. So my bet would be on large frontier models, but with better harness and context, including high quality underlying data, that hopefully would continue to remain a moat.
Julien's right on the opportunity. But "selling the work" requires owning the workflow, the data, and the integration layer. Most autopilot startups are building the intelligence without the context. That context lives in the enterprise. Whoever holds the architecture holds the margin.
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