Investor. Building @ArcadeBet
Dorado Beach, Puerto Rico 🇵🇷
Joined May 2008
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Kenny retweeted
I remember the first meeting where the team pitched the idea of putting compute in space - exciting idea!
Today's successful launch with our partner @planet prototype satellite shows how far we've come...and how far there is to go. Thanks for the lift, @SpaceX, another spectacular booster landing too🚀
Kenny retweeted
BREAKING: Anthropic discloses $84.5 billion SpaceX Compute Agreements through 2029.
Anthropic has agreements to pay SpaceX up to $84.5 billion to use its NVIDIA-based computing capacity.
Kenny retweeted
Science fiction becoming a reality. The greatest company ever built by a large margin.
Kenny retweeted
BREAKING: Jeff Bezos’ Blue Origin has raised $10 billion at a $140 billion valuation in its first-ever funding round with outside investors, the Wall Street Journal reports.
Bezos is investing another $2 billion himself, bringing the roughly 26-year-old space company to about $30 billion of cumulative funding from its founder.
Internal projections reviewed by the Journal show Blue Origin expects revenue to climb from roughly $800 million in 2025 and $1.4 billion this year to more than $30 billion by 2030.
The company is betting that growth will come from New Glenn launches, a planned satellite communications business and a future fleet of AI satellites.
Blue Origin now employs roughly 15,000 people as it works to expand New Glenn production and rebuild its Florida launch infrastructure following a vehicle explosion earlier this year.
Kenny retweeted
What Is To Be Done?
I propose a simple plan:
Big AI companies should be allowed to build AI as fast and aggressively as they can – but not allowed to achieve regulatory capture, not allowed to establish a government-protect cartel that is insulated from market competition due to incorrect claims of AI risk. This will maximize the technological and societal payoff from the amazing capabilities of these companies, which are jewels of modern capitalism.
Startup AI companies should be allowed to build AI as fast and aggressively as they can. They should neither confront government-granted protection of big companies, nor should they receive government assistance. They should simply be allowed to compete. If and as startups don’t succeed, their presence in the market will also continuously motivate big companies to be their best – our economies and societies win either way.
Open source AI should be allowed to freely proliferate and compete with both big AI companies and startups. There should be no regulatory barriers to open source whatsoever. Even when open source does not beat companies, its widespread availability is a boon to students all over the world who want to learn how to build and use AI to become part of the technological future, and will ensure that AI is available to everyone who can benefit from it no matter who they are or how much money they have.
To offset the risk of bad people doing bad things with AI, governments working in partnership with the private sector should vigorously engage in each area of potential risk to use AI to maximize society’s defensive capabilities. This shouldn’t be limited to AI-enabled risks but also more general problems such as malnutrition, disease, and climate. AI can be an incredibly powerful tool for solving problems, and we should embrace it as such.
To prevent the risk of China achieving global AI dominance, we should use the full power of our private sector, our scientific establishment, and our governments in concert to drive American and Western AI to absolute global dominance, including ultimately inside China itself. We win, they lose.
And that is how we use AI to save the world.
It’s time to build.
Kenny retweeted
Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.
You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement.
I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible.
But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier.
Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want.
Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well.
So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it.
If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.
Kenny retweeted
Maybe you shouldn’t have gotten involved with this stuff to begin with, I mean you’re more a Ukrainian energy expert
Kenny retweeted
If you pass kids selling lemonade, you stop, buy lemonade, overpay, complement the kids, and drive on your merry way. Those are the rules.
Kenny retweeted
Starcloud's @PhilipJohnston on alternative places to put data centers, like in the ocean or another country.
"The one that came out recently—there's a company in the current YC batch called Atomarine. And they're basically barges which they can put in international waters and run nuclear power stations on."
"That one, I actually quite like the idea of. Because the problem with all the others is, do you get almost unlimited low cost energy? And the answer is almost no."
"Now Atomarine also doesn't get unlimited low cost energy. But the big constraint of building nuclear on land is permitting."
"And so if they can at least solve that component of it by building them out to sea, then they can get down to like $0.08 or $0.09 per kilowatt hour."
"We're going to be in the end state much less than half a cent per kilowatt hour, including the launch cost. So I'm not worried about it competing with us. But that will definitely compete with building more terrestrial data centers."
Kenny retweeted
“We’re not partnering with Cursor because SpaceX owns it now”
posts the announcement on 𝕏, which SpaceX also owns
"That’ll show em!”
We’re ending our partnership with Cursor following its acquisition by SpaceX. Under our proposal, Cursor’s direct access to our models would end on November 12.
We know that the people most affected by this decision are the developers who rely on OpenAI models in Cursor. We care about their experience in this transition and we’re ready to go above and beyond to support them.
openai.com/index/our-decisio…
