Patricio Arriagada

[Patricio Arriagada @weirock]

Google va en el camino correcto, los modelos de lenguaje on-device son el nuevo estándar !!

[Google for Developers @googledevs]

Unlock local, agentic workflows with Gemma 4 12B and Google AI Edge, directly on your laptop. Experience 100% on-device AI:

• Generate code in AI Edge Gallery (new to Mac)
• Dictate and edit text via AI Edge Eloquent (new to Mac)
• Serve Gemma 4 12B locally with LiteRT-LM

Dive in: https://t.co/gr7tOrZmc0

[GREG ISENBERG @gregisenberg]

I just got back from SF and I FEEL INSPIRED.

I spent 5 days with frontier AI model teams, AI startup founders, and 3 billionaires.

My takeaways:

1. I had lunch with 3 billionaires. All of them are buying SaaS companies and rebuilding them agent-first. They were deeply inspired by Bending Spoons and Ryan Cohen's eBay deal. Buy the company, cut the headcount, rebuild the tech, add agents, add features, make more valuable experience, raise prices.

2. The frontier model companies are hungry for usage data from the field. They can see API calls and token counts. They can't see the actual workflows. If you're deep in a niche using these models in ways the model companies haven't seen, that understanding is incredibly valuable. Usage intelligence is the new alpha.

3. Consumer AI is massively underbuilt. Every billboard in SF is either B2B inference infrastructure or vertical agent companies. The entire city is optimized for enterprise. Meanwhile you have companies like Cal AI doing $50M ARR in 18 months as a consumer app. I met with a cool few teams doing consumer AI (@paulscherer / @ekuyda)

4. MCP came up in literally every conversation. The companies exposing their product as MCP endpoints are getting pulled into deals they never pitched for. The ones that aren't are becoming invisible to agents. This is the new SEO. If agents can't find you, you don't exist. Building products for agents is the new zeitgeist in general.

5. Not uncommon for hot seed rounds to be $25-50 million valuations. I saw a Series A at $450 million

6. If I had a dollar every time someone mentioned "forward-deployed engineer" this trip I could have funded a seed round. It's the hottest role in SF right now. The person who sits between the agent and the customer, making sure everything actually works.

7. The mood around open source shifted. A year ago it felt like open source was chasing the frontier models. Now founders are telling me Gemma and DeepSeek are good enough for 80% of what they need at a fraction of the cost. The "which model do you use" conversation is being replaced by "which model for which task." Model loyalty kinda feels dead.

8. Voice agents came up more than I expected. Multiple founders told me voice is the interface for the next billion users. The billion people who will never type a prompt will absolutely talk to one.

9. The Obsidian community in SF is weirdly intense. Multiple founders showed me their vaults unprompted. Like showing someone your home gym. It's a flex now. The quality of your knowledge base (second brain?) is becoming a status symbol among builders.

10. Maybe it was just the people I met but the age of the founders is shifting. I met more founders over 40 this trip than any trip before and more founders under age 21 than ever before. Founders getting older and younger at the same time.

11. I spoke to a lot of fast-growing startups, VCs and frontier models who are hiring content creators right now.

12. The restaurant scene in SF is actually better than it's been in years. Founders are going out more. Alcohol is out, not surprisingly.

13. SF doesn't feel like the only place anymore. We all have access to the same frontier models. We all read the same X feed. A founder in NYC or Lagos is calling the same APIs as a founder in SoMa. So in the past it felt like SF was always lightyears ahead, doesn't feel that way anymore. It's okay not to live in SF and have BIG DREAMS.

14. The coworking spaces in SF are half empty but the coffee shops are packed. People want to be around people. I had a few startup ideas here....

15. Walking around the Mission I noticed something: the street-level businesses, the taquerias, the barbershops, the laundromats, none of them use any AI at all.

16. I heard the phrase "agent debt" for the first time. Like technical debt but for agents. When you hack together an agent workflow fast and never clean it up, the system prompts conflict, the memory gets polluted, the tools overlap. 6 months later the agent is doing weird things and nobody knows why lol.

17. Met a few people who carry two phones now. One for personal. One that's basically an agent terminal running Telegram or iMessage connections to their agent fleet.

It's always amazing to get that dose of inspiration in SF. I FEEL INSPIRED.

But I'm so happy to be back home, locked in and building.

We're 12-18 months into a shift that will take 15 years to play out. The urgency in every conversation was real.

What an incredible time to be building.

[Satya Nadella @satyanadella]

Every agent will need its own computer. And with new Hosted agents in Foundry, every agent gets its own dedicated enterprise-grade sandbox, with durable state, built-in identity and governance, and support for any harness or framework.

Read more:
https://t.co/zL5eKrRr1j

[Aakash Gupta @aakashgupta]

Karpathy told Dwarkesh that a 1 billion parameter model, trained on clean data, could hit the intelligence of today's 1.8 trillion parameter frontier.

That is a 1,800x compression claim. The math behind it is more defensible than it sounds.

When researchers at frontier labs look at random samples from their training corpus, they see stock ticker symbols, broken HTML, forum spam, autogenerated gibberish. Not Wikipedia. Not the Wall Street Journal. The actual pretraining dataset is mostly noise, and the model is burning parameters to vaguely remember all of it.

One estimate pegs Llama 3's information compression at 0.07 bits per token. Well-structured English carries around 1.5 bits per token of real information. The trillion-parameter model is holding a roughly 5% resolution image of the internet it trained on.

So when a lab ships a 1.8 trillion parameter model, the overwhelming majority of those weights are handling rough memorization. They are compression overhead for a noisy training set, taking up capacity that could be doing reasoning instead.

Karpathy's proposal is to separate the two. Build a cognitive core: a small model that contains only the algorithms for reasoning and problem-solving, stripped of encyclopedic memorization. Pair it with external memory the model queries when it needs a fact. A 1 billion parameter reasoner plus retrieval beats a 1.8 trillion parameter model trying to do both.

The data already supports this direction. GPT-4o runs at roughly 200 billion parameters and outperforms the original 1.8 trillion GPT-4. Inference costs for GPT-3.5 level performance fell 280x between 2022 and 2024, driven almost entirely by smaller, cleaner, better-architected models. The trend line is pointing where Karpathy says it should.

The real implication for anyone tracking the AI trade: data quality is the actual constraint. The companies winning the next phase will be the ones who figured out what to train on, and what to throw away.

[Patricio Arriagada @weirock]

@Simi_2210_ 190

[Mahir 🇹🇷🇬🇧 @ScrewderiaF1]

Mclaren at Qatar

[Patricio Arriagada @weirock]

@crypto_king34 Done

[clara @33stappen]

COMO LE VAN A PONER DUROS A VERSTAPPEN HIJOS DE PUTA

[Patricio Arriagada @weirock]

@marcvidal Ayer precisamente vi una entrevista a César Higaldo (el creador de este índice) explicando que no necesariamente es tan bueno subir en el índice, por ejemplo, según sea el caso a veces es mejor exportar innovaciones en la extracción del litio que hacer baterías.

[Brendan Jowett @jowettbrendan]

🚨 BREAKING: Google just launched a new internet protocol.

It’s A2A.

Backed by 50+ partners including Salesforce, Atlassian, and SAP.

It’s designed to let AI agents collaborate across companies, platforms, and clouds.

Here’s what it means for the future of enterprise AI: 🧵

[Patricio Arriagada @weirock]

@morpheuswhale Done

[Juergen Mueller @JuerMueller]

We're happy to share that we extended our @sapscp trial to 12 months as a first step on our journey to a free tier. Stay tuned for more updates! @SAPMentors @SAPdevs @SAPCommunity

[Patricio Arriagada @weirock]

https://t.co/19mxvHKNvA

[Daniel Matamala @DMatamala]

Apostar. Jugar. Arriesgar. Ganar. 🎰

[El Ciudadano @El_Ciudadano]

GRAVE: Piñera ingresa perjudicial cambio a proyecto: afiliados a AFP solo podrán cambiarse a fondo adyacente y modificación podrá tardar hasta 30 días

#NoAlCorralitoDePiñera #NoAlCorralitoDeMiAFP #ContigoCHV #Bienvenidos13 Moreira Jadue Vidal
https://t.co/uOAmNs2KWx

[Honor Y Gloria ❤🔥 @JoviNomas]

Sebastián Piñera, ayer 2 de junio con las firmas de @ignaciobriones_ y @mjose_zaldivar, ingresó modificaciones que IMPIDEN LOS CAMBIOS EN FONDOS DE PENSIONES infringiendo la libertad a elegir. Definitivamente se adueñaron del dinero que ganan trabajando todos los Chilenos.

[Patricio Arriagada @weirock]

@MovistarChile tengo problemas con el seguimiento en línea de una compra y sus teléfonos no dan la opción ¿Cómo puedo saber si la compra fue registrada correctamente?

[Patricio Arriagada @weirock]

@MovistarChile compré por su tienda virtual, no puedo hacer seguimiento porque la orden, dice que no es válida. Luego de 30 min. en el teléfono esperando me cortan. ¿Qué solución me dan?

[Patricio Arriagada @weirock]

@gamonini Pequeña serenata diurna