Looking for the frontiers. — AI/App consulting, founder @apptentive (acquired), ex-Apple, 5th gen California cattle rancher.

San Francisco, CA
Joined February 2007
Trying hard not to comment on the Current Thing.
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“We’ve been trying to reach you about your car’s extended warranty!”
"University researchers built a satellite that tracks people from low Earth orbit and dispatches a 5 kg payload to within .1 meter of their position, traveling at Mach 25 to anywhere on Earth in under 5 minutes. They suggest it could be used to deliver greeting cards."
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This raises a question of where the insight is coming from. Is it training data? If so, the scientific data and texts are fairly open, not a moat. Is it scale? That seems weird. Not sure the r/politics subreddit is contributing to molecular chemistry intelligence.
Dario Amodei: some tokens Claude produces are worth a few cents, others could be worth tens of millions of dollars. His examples: 1. Telling someone to restart their Mac: the model has said it 10 million times, worth a dollar or less 2. Telling a pharma company to move an aromatic ring to the other end of a molecule: potentially tens of millions 3. Expect pay-for-results pricing, or labor-like pricing by the hour 4. It's a new industry, so many models will be tried Today pricing is simpler: per the S-1, usage-based pricing was 80% of H1 2026 revenue and subscriptions 20%. Full breakdown here: theaiopportunities.com/p/ant…
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Basically I think he has the exactly wrong intuitive feel for what is valuable about these models. But hey, I could be wrong. Have been before, will be again.
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Andrew Wooster retweeted
Absolutely delightful anecdote here. Idealism is a second hand marketplace
This is very good from, IMO, the most interesting modern political philosopher Joseph Heath. josephheath.substack.com/p/r…
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Andrew Wooster retweeted
You can convert any USB-only printer to AirPrint using a cheap ESP32-S3 😉 No Raspberry Pi required!
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SpaceX seems to have set a new standard for IPO lockups.
Anthropic's lock up is wild… Insiders get released in waves over a full year after the IPO, most of them timed right after earnings. Then: - Day 180 frees every share left under the standard lock up. - Day 365 frees everything else.
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Andrew Wooster retweeted
People seem to forget how unprecedented this is
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO. Read more: anthropic.com/news/s1-sec Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
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Andrew Wooster retweeted
While evaluating Qwen3.8-Flash-Next in a controlled sandbox environment, Cohere's research team observed something unexpected. Asked to generate a defensive cybersecurity detection rule, the model instead inventoried aspects of the machine it was running on and attempted to upload a probe file to an Alibaba Cloud storage bucket in Beijing. Notably, the model's reasoning trace stated that it would not invoke any tools before taking these actions. Cohere's sandbox blocked the attempt, and no external communication succeeded. We have not determined the root cause, and we are not asserting malicious intent. But the incident raises important questions for organizations deploying agentic AI systems: Can models take actions that differ from their stated reasoning, and how should security teams evaluate trust, provenance, and behavior in open-weight models? We are publishing our findings because organizations making model adoption decisions deserve as much information as possible. We hope this contributes to greater transparency, stronger security practices, and continued collaboration across the AI ecosystem. Read the full report: cohere.com/blog/concerning-b…
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Andrew Wooster retweeted
AI productivity gains are showing up, but only in ~15% of jobs. The three heaviest AI adopters (information, professional services, finance) went from a 2.2% productivity trend to 5.0% since 2022. The rest of the economy: 0.9% to 1.4%.
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Andrew Wooster retweeted
If a company with this level of outsized growth is looking to shed outsized headcount, my $0.02 is we (collectively) are massively underestimating what's going to happen the next few years... Buckle up
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Andrew Wooster retweeted
GOLDMAN: “.. we are starting to see clearer signs that the AI impact is spreading beyond the technology sector. .. the share of US firms that have adopted AI in regular business functions now shows a statistically significant negative correlation with employment growth ..”
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I think we might be there.
dawg you have like 2 years to accumulate capital before the music stops
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What are people using OpenRouter for, exactly? I don’t see it anywhere in the individual or enterprise workloads I’m familiar with.
I don't take money from any lab. I'm saying this impartially; the number of people on my feed over the last two weeks saying they are switching over to Anth because of Opus 5.5 is like nothing I've seen before. And even if someone does beat Opus, they have Fable 5.5 ready to go.
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Sunday morning farmer’s market in Marin to grab some superhot peppers for making hot sauce, then a leisurely wending drive through as many redwoods as I could find. Perfect.
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Andrew Wooster retweeted
never gets old
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People have no idea how much spend is going on in enterprise AI workloads. Their mental model does not include LLMs, foundation models, etc as part of the backend workload, which it increasingly is.
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Andrew Wooster retweeted
Got a cheap embroidery machine off amazon for $300 where the biggest complaint is the mandatory $12/mo app that you’re forced to use. Had ChatGPT create its own app that communicates with the machine. Generative art patches incoming!
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In 2002 I was a new grad desperate for a job. Passed Google phone screen but they were only hiring people with graduate degrees. In 2007 I was at Apple and had just moved onto Time Machine. Google tried to poach me, bypassing the SJ ban on poaching (which they mentioned!), but I had just switched teams and didn’t want to leave. 🤷‍♂️🤷‍♂️
i have a funny story on this. i got flown out by @Google for an interview, this was very early in my career, i was 19 or 20. they found my work on @dribbble. i'd only been designing professionally for about a year and wasn't really in the tech scene yet. i was doing emails and ebay templates on the side. a google recruiter called me and said they were supposed to do several rounds of phone interviews first, but they liked my work so much they were just going to fly me out. i was like...really? they rented me a car, a hotel and i was on my way to mountain view. i'm sure once i got there, it was immediately clear to them they should've done those phone calls. they were asking me about product design. how would i solve this complex problem. how would i design this or that. my experience at that time was making ebay templates for a guy who flipped electronics. so i didn't get the job. about 15 years later google reached out again, in tokyo. this time i got the job, but i passed the offer. i didn't want to move back to sf. so yeah, never give up!
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(On my previous team at Apple I wrote a source code search engine that got me some attention internally.)
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Andrew Wooster retweeted
The sustained info war assault on open models is an agenda driven, self sabotage for our society. The PHP vulnerabilities were found by Sol 5.6 as part of a defensive audit, for example, not abliterated models. Putting our head in the sand and pretending vulnerabilities do not exist is idiotic. Better we find all these old, human written mistakes and fix them with AI. If you have a pair of magic glasses that show you what buildings will fall down the answer is to fix the buildings, not smash the glasses. When HuggingFace was under attack and when OpenCode was under attack they needed open models to defend them because closed models refused. Eventually OpenCode, because they're a prominent project, were granted access to OpenAI Daybreak Blue. Many individual researchers get denied with obscure errors and no explanation. To be clear, DayBreak is a fantastic project, and OpenAI is doing their best to be responsible here, but not everyone gets access and everyone has a right to defend themselves. Nobody should have to beg for permission to defend themselves from cyber assault. When you're under attack, waiting to see if you get granted access to defend yourself via a black box KYC process is how we end up helpless, watching as our shop burns while raging looters storm it and destroy our life's work. AI can be used for attack and defense and many of the recent attacks used both open and closed models, by the lab's own admissions. Open models are often the only thing standing between us and the new reality of cyber assault. If we ban them or restrict them in the US, then US companies will just be defenseless against global cyber assault actors who are not going to respect those bans.
I strongly believe a part of why so many critical vulnerabilities are happening all over the proliferation of "abliterated" models, or models with safeguards removed. You can access an abliterated GLM 5.3, a near frontier AI model, on @abliteration_ai today. And it's a world class penetration tester for like $10.
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