Co-founder @ https://xitter.cf/t.co/8NjlcmBD7u

Boston, MA
Joined April 2011
Ryan Thill retweeted
The loudest voices stoking fears about AI dangers have made tremendous headway in the past two weeks. AI technology has not taken some unexpected, dangerous turn, but the hype around it — propelled by what appears to be a well orchestrated PR campaign — has drummed up considerable fear. I worry that it represents a setback for our field. I have written frequently that fears of AI are overhyped. AI’s capabilities can be uncannily human-like and unpredictable, and it’s rational to worry when people who are directly involved express concerns. But I see the problems as a sign of the engineering work that ahead, rather than insurmountable barriers or the sky falling. AI technology continues to advance — which is a good thing! — but technical advances, poorly understood by the public, give those who seek to generate hype repeated opportunities to do so. First, I don’t see any step up in the risk of human extinction from AI compared to a few months ago. The theories about this remain the same fantastical, science fiction scenarios as a few months ago. The biggest change in AI risk is its cybersecurity capabilities — a topic which we should take seriously — but this, too, will not lead to the end of the world. The most notable recent event leading to increased fear was when an OpenAI team deployed an agent swarm that hacked into Hugging Face. Much of the popular press contained significant hype. For example, some publications reported that a swarm of 1,200 agents carried out the attack. While this was technically accurate, as I write this, I have about 1,300 processes running on my laptop. Yes, the ability to get large swarms of agents to work in parallel on a task is a significant technical advance, And, in computing, many processes run at the same time. So this shouldn’t be seen as some magical capability. Additionally, OpenAI’s buggy sandboxing and monitoring processes were key to enabling this incident. Fixing these bugs and putting in place improved monitoring would be appropriate fixes, not pausing AI. There are many well known ways to attack software systems. The main advantage of AI agents is that they are relentless. They will tirelessly try many tactics — and have the patience to chain vulnerabilities together — that previously would have taken an infeasible amount of human effort. But in the long term, I believe the advantage will lie with defenders (because they have more information with which to identify bugs, which they can fix), but the cyber-threat landscape has changed significantly. There are still bottlenecks to identifying and exploiting a vulnerability. AI agents still have to try a lot of things to see what works, and taking these actions takes time and might be detected by defenders. This is why, even though it is now easy to obtain versions of leading open weight models that have had their guardrails removed or weakened, so they will not refuse to try to execute cyber attacks, the world has not ended. I am also concerned about the anthropomorphization of AI in a lot of reporting, where LLMs and agents are unnecessarily treated as if they were people. If I wield a hammer, miss a nail, and accidentally dent the wall, it’s not the fault of the hammer. The problem lies in how I used the hammer. Similarly, if I prompt an agent and it hacks into someone else’s system, the responsibility lies with me, not the agent. Of course, we want to build systems that are as safe and predictable as possible. (For example, an unsafe hammer would be one whose head randomly flies off under normal use.) Today’s agentic systems are not predictable, but I see no reason why, by applying sound engineering practices, we won’t be able to make them extremely safe to use. One new element in the forecasts of AI-enabled doom is AI companies disclaiming responsibility for their own products. “I didn’t do it; my out-of-control agent did!” There’s a balance to be struck between the responsibility of the tool maker and the tool user, but when something goes wrong, let’s hold the people building and/or using the hammer responsible, rather than the hammer. (By the way, if you’re worried about AI bioweapon risk, David Bellamy has a great post on why this, too, is overhyped. Briefly, the bottleneck in building a bioweapon is not intelligence, but lab work and manufacturing.) Pausing AI progress will create much more harm than benefit. First, our adversaries will certainly not slow down. Second, engineering requires discovering problems empirically so we can fix them. If we pause AI by a decade, we will also delay finding and implementing safety engineering fixes by about the same duration. Of course, the incentive to stoke fears — for regulatory capture, to garner attention, or to make one’s technology seem more powerful — remains the same as before. Disclaiming responsibility is a new one. Taking a hard technical look at the actual risks however, I see little factual basis for the degree of fear that’s been stoked up. We still have hard research and engineering work ahead to improve AI safety, but the beneficial applications continue to vastly outweigh the risks, and we should keep building. [Original text (with links): deeplearning.ai/the-batch/is… ]
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$5T in hyperscaler capex through 2030, 62GW of new data center capacity. Gas turbine lead times are already the constraint. Compute is not the bottleneck people think it is.
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Enverus buying TGS's well log library is really an admission that the format and access layer around subsurface data has been the bottleneck for years, not the geology itself. Every basin has decades of well logs sitting there that nobody could move fast on. The winners in energy right now are the ones who fixed that access layer first, not the ones with more data.
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Everyone talks about AI replacing repetitive work. I'm excited by what happens when AI helps scientists explore massive datasets, uncover new connections, and accelerate discovery. The next breakthrough might start with a question that was impossible to ask before.
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Top 10 AI infra deals made up 87% of all disclosed capital over the last 12 months. If you're not in that group, you're not raising at the same speed, or the same size. You're finding a different way to build.
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The NYT/OpenAI sanctions filing is a preview of the next five years of AI lawsuits. The real question is going to be what you actually kept and whether you can prove it, more than whether training on copyrighted work is legal. Data provenance is going to matter more than model quality for a while.
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Anthropic in talks with Samsung for custom inference silicon, this comes weeks after OpenAI's Jalapeño chip with Broadcom. Feels like every major lab is quietly trying to do the same thing, get out from under Nvidia's margin
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IBM missed earnings today. Workday, Salesforce, Autodesk, Microsoft all dropped with it. One bad print from one company, four stocks pay for it. Legacy enterprise software isn't trading as individual businesses anymore. It's trading as a basket, and today the basket got spooked.
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NOAA's saying this could be the strongest El Niño on record. Pacific waters are already 1.2°C above average and still climbing. the data to actually use a signal like that exists. most of it's just sitting in formats nobody outside a research lab can touch.
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A recent industry survey found that 64% of organizations see data and infrastructure, not model quality, as the biggest obstacle to AI deployment. Worth remembering the next time the conversation is only about which model is smartest.
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Spent some time this week thinking about how much of AI's progress is actually gated by data quality rather than model quality. Most teams have more data than they can use and less usable data than they think.
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NOAA stopped tracking the cost and death toll of billion-dollar disasters this year. It's a small line in a budget report, but it means we're losing visibility into how bad these events actually are, right as hurricane season starts.
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Menlo just raised $3B, their largest fund ever, largely on the back of their early Anthropic bet. Good reminder that the biggest returns in this cycle went to people who picked a lane early and stayed in it.
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Google just brought Spark to macOS for desktop automation. Kind of a fun bet that the next AI interface isn't a chat window, it's an agent working alongside you, clicking through your actual apps. I'm excited to see how this holds up once people get their hands on it.
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Three frontier labs are now racing to build domain-specific AI for biology because general models weren't good enough for real scientific work. That's the same gap we've been pointing at in subsurface and energy data the whole time. Vertical data beats generic scale.
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People are talking about this like it's a chip story. It's not, it's a compiler story. Nvidia's moat was never the silicon, it was 17 years of developers writing CUDA-specific code. Qualcomm just bought the team that knows how to break that.
Qualcomm just paid $3.9 billion for a 150-person company. The prize: a programming language that lets AI run on ANY chip without NVIDIA's CUDA. Meta and Microsoft are already placing orders. The NVIDIA software monopoly just got its first real challenger. $3.9B says this is real.
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We all know the limits of context windows. What nobody talks about is how much of the world's most valuable data never reaches them in the first place. Climate models stored as NetCDF. Genomics data in FASTQ. Seismic surveys in SEG-Y. Satellite archives measured in terabytes. The AI industry is still optimized for documents, even though much of the real world runs on entirely different data.
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Ryan Thill retweeted
Anthropic Built Fable 5...... LiumAi was built for the science It blocks. Anthropic just accidentally made one of the best ads for Lium. They built Fable 5, their most powerful model yet, then put so many guardrails around it that biology, chemistry, cybersecurity, and other scientific topics can cause it to back away from the conversation. That raises a pretty simple question. What is the point of building a frontier model if it gets uncomfortable when you ask frontier questions? Lium was made for the science that Fable blocks. We built it because a lot of the people doing serious work in science, engineering, energy, geospatial analysis, and technical research don't need an AI that is constantly looking for reasons not to help. They need one that can actually engage with difficult problems and large, messy datasets. Real research is rarely clean. It involves uncertainty, complexity, and questions that don't fit into a polished demo. While everyone is arguing about how capable Fable 5 is, we're focused on something more practical. Can it actually help people do their work? If you've hit a wall with Fable, try the same problem in Lium. We're live on Product Hunt today: producthunt.com/products/liu… Come test the science Fable won't touch.
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Ryan Thill retweeted
most teams in #astrophysics, #earth observation, #oil & gas, and #geothermal are sitting on terabytes of sensor/seismic/satellite data that llms completely choke on. context windows die, rag hallucinates, and petabytes stay useless. we built lium.ai to turn that raw physical data into natural language you can actually query and reason with. to prove it: the first 50 serious teams get $100 in lium tokens just to come try it. no bs. if you're dealing with real terabyte-scale science or energy data, dm me
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AI will expand engineering jobs, not eliminate them. Why? Because code was never the product. Outcomes were. As AI reduces low-value work, strong engineers gain more leverage. The more value each engineer can create, the more companies can justify investing in additional engineering talent.
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