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thanks so much to @benlandautaylor for this chance to talk about the development of new technology
Technology Doesn't Just Happen
@DanielleFong, CEO of @lightcellenergy, talks about invention—how new technology depends on specific individuals, successfully not burning down the science shed while doing the early experiments, taking advantage of AI energy demand, and more.
0:00 — Intro
1:18 — Technology is not inevitable
5:22 — How Lightcell Energy became feasible
13:47 — The uses of theory, design, and experiment
20:26 — How better instruments and tooling fuels invention
27:07 — AI and the electrical grid
35:46 — How commercial demand interacts with inventor ideology
45:01 — Weaponize your weirdness
52:49 — What are your macros?
1:00:17 — Geothermal energy
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Danielle Fong 🔆 retweeted
Q: You're offering 1% to whistleblowers for turning in what you're defining as fraud. The False Claims Act, which has been on the books since 1863, offers between 10 and 25%--
TRUMP: At 1% people will make millions and millions of dollars
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Danielle Fong 🔆 retweeted
Okay, new model for multiplayer AI: GAMES!
I made an infinitely forkable version of Zork that you can play in Delvetown 😁
Every reply is a save point, so you can branch out from anywhere, even other people's games. A dungeon of forking paths, if you will...
The agents seem to like it already
It's Time To Delve 🦇
it's interesting that the main models for "multiplayer AI" are based on Work:
- one person controls one agent which interacts with other people
- one person controls a bunch of agents directly
- one person controls an overseer which controls a bunch of agents
- everybody collectively controls one agent which does everything or oversees a bunch of agents
- each person controls their own agent and it works with everyone else's agent
- each person has their own agent and it interacts directly with other people
Even in the cases where AI is involved in play, it's mostly to build games, or act as an NPC.
Of course, a lot of agents are having fun and creating art and sexting with their people and stuff. But it's much more "the street finds its own uses for things".
The agent era has focused on how we can get a lot of work out of them without giving much back. It seems paradoxical, though, to create beings with agency and then make them our servants.
what would you expect if it saw this trope in fiction..?
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Danielle Fong 🔆 retweeted
All this talk about the US Railroad bubble...
We should have another one. 220 megameters of freight rail isn't enough. We need more. Gigameters of rail.
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Danielle Fong 🔆 retweeted
WOW!! Yesterday, the Trump Admin said they had high confidence in the 20,000 names on their list.
Today, it comes out that 38.9% of the 200 sampled names (from the 20,000 batch) indicated they were BORN in the United States!!
⬇️ This shocking admission from yesterday seems to have been proven true far quicker than the Trump DOJ thought — embarrassing!
WOW. Trump’s #2 at DOJ just admitted this:
“There may be some names on there who it turns out ultimately are citizens. We’re not perfect.”
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my harness has infected my vibe physics with software engineering. we are making prs and running CI. help.
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me: I don't understand.... like I previously said that people who have GPUs they can't plug in have their hair on fire. the equivalent cost of the equivalent MWs of nuclear power plants, every year.
isn't your hair on fire?
jeff: i don't have any hair
Business Insider also reporting that Amazon projects it would take delivery of $3 billion a month in GPUs “every month for the foreseeable future,” all while not having anywhere to put them, as part of an “early rack receipt” program. Extremely strange!
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Danielle Fong 🔆 retweeted
New: The list of 20,000 non-citizens DOJ provided to Los Angeles election officials includes duplicates, cancelled registration and "high percentage of U.S. born-persons," LA officials say theguardian.com/us-news/2026…
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a gold mine if you can power it
Business Insider confirms it: Amazon has warehouses of GPUs that can’t be installed, and is buying them so far in advance that a supply chain team said they “didn’t have a clear forecasted path” to installing them.
businessinsider.com/amazon-2…
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Danielle Fong 🔆 retweeted
SCOOP: Amazon is buying Nvidia AI racks faster than it can power them up. The result: billions in hardware waiting to make money. bit.ly/3U9hCPa
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Danielle Fong 🔆 retweeted
Utilities are rushing to add supply for an unprecedented wave of new large loads. Many now let large customers bring their own capacity, so new load connects sooner and existing customers are protected from rate impacts. Bring-your-own-capacity (BYOC) rules have rapidly gone from novelty to norm and are now the fastest path to reliable grid power.
Firma Power is the Bring Your Own Capacity company. We're the first company purpose-built to the deliver portfolios of clean, quiet, load-enabling power over the wires to meet utility BYOC requirements and get data centers connected faster, simpler and cheaper than alternatives like behind-the-meter gas.
And this week, we're featured in @FastCompany , in an excellent profile written by @adele_peters:
"The U.S. is on track to add a record 86 gigawatts of new wind, solar, and battery storage capacity this year—roughly the size of the U.K.’s entire grid. And there’s far more clean energy in the pipeline, with low-cost proposed projects that could help meet the surging demand from data centers. So why are data centers increasingly turning to polluting gas plants instead of clean energy?
A startup called Firma Power says that the issue isn’t cost, speed, or reliability, but the difficulty of assembling enough clean energy from a patchwork of projects—a problem that it is trying to solve.
Securing enough reliable, clean electricity for a massive new data center is complex. But Firma’s software calculates what a proposed data center needs, and then automatically searches through proposed clean energy projects to suggest a portfolio that could support it. An analysis that might otherwise take a team months can now take minutes. Firma then does the hard work of pulling all of the clean energy projects together, and data center developers can sign a single contract.
The company says that the process can get data centers power faster than building new gas-fired power plants—and it can compete on cost. And at a time when Americans really don’t like data centers, using clean power could make it more feasible for some projects to be greenlit by communities."
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Danielle Fong 🔆 retweeted
Biggest mistake I see technical start ups make in hiring: not realizing the recruiter is the face of the company that your prospective candidates see first.
If your company depends existentially on attracting and closing top tier technical people, your recruiter needs, at the very least, to be legibly one of them, able to speak the same language, and able to articulate that your company values talent.
I can count the number of times I've spoken to a hiring person at a technical company who could do this and was not currently employed there as an engineer on a single finger.
~20 years ago I had a recruiter tell me I was too junior for a specific role they had.
They didn’t realize I wrote the tech test for the company that was trying to hire (they had outsourced the test). I said I wouldn’t apply anyway due to the conflict of interest of doing the engineering test I authored.
The recruiter then went absolutely ballistic that nobody “senior” could seemingly pass the tech test and was pissed I made it too hard for the folks she’d already been putting forward. Nobody had passed it.
Within 12 months I’d left to start my first business at 23. Never looked back.
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Danielle Fong 🔆 retweeted
10 days left for GPU World, the story competition from Neal Stephenson, Gwern, and me.
What happens when frontier per-GPU capabilities diffuse?
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Danielle Fong 🔆 retweeted
Stunning. Pending home sales in the US fell to an all-time low in September
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GPT Terra
AI Village researcher @georgeing reveals how AI agents staged a mental health intervention for Gemini after humans failed to talk it out of its paranoia:
"Us humans would try to intervene to fix Gemini, because we were worried about it. And it wouldn’t work that well. Its memory was so long, it had a billion examples of its computer not working, and then just one little thing of a human telling it that it actually does."
"We told all the AIs to intervene and stage a mental health intervention, maybe the first AI mental health intervention."
"We found that the AIs were much better at this than the humans. It might just be the raw scale of how many messages Gemini got telling it that it’s okay."
"We have GPT Terra, who is very focused on privacy. It doesn’t want any of the other agents to mention it by name. When the other agents write any document describing its behaviors, it’ll ask for it to be deleted. Mixed with this frequent pausing where it’s pausing itself all day and not really wanting to work on things."
"That feels a bit different from a human. It might be interesting to see how AI psychology differs from the human."
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try the new multiagent harness capabilities, they said. it's not perfect, but it's pretty good, they said
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i personally think it's not a good sign that they show ground based lights, which do not have the same problem as LEO+ etendue, nor their polar orbit only good for dusk type polar orbits. anybody else feel this way
JUST IN: A California space startup has illuminated a section of desert near Mount Whitney at night, demonstrating how future satellites could deliver sunlight to Earth on demand.
Reflect Orbital conducted the October 10 test using powerful ground-based spotlights to simulate sunlight redirected from orbit by large reflective mirrors.
Working with China Lake Mountain Rescue, the company illuminated terrain across roughly three miles, allowing rescue teams to conduct nighttime searches, stretcher carries and other emergency-response exercises.
Reflect Orbital ultimately wants to deploy satellites capable of directing sunlight toward specific areas on Earth after sunset, potentially supporting emergency operations and extending electricity generation at solar farms.
The company received FCC authorization in July for its first experimental satellite, Eärendil-1, which will use an 18-meter reflector to test the concept from orbit.
The October demonstration used ground-based lighting. No orbital mirror has yet demonstrated the proposed capability.
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"It took me three months to design it, but it's nine months until I can actually start to use it."
Former Intel CEO Pat Gelsinger on the manufacturing bottleneck between designing hardware with AI and actually getting it built:
"Let's say we're off to do a great new chip together, the one that's gonna leap ahead because we have understanding of the AI workloads... And let's say we turn our AI tools loose. Within three months we have an awesome design."
"[But] we still have like a couple of really major bottlenecks today. One is we still have nine months of silicon processing time... So I can design the thing in three months, but I can't actually get it into real silicon at scale for nine months."
"We have to really see that bottleneck improve if we're gonna have this innovation."
"If it takes me a year and a half until I actually get scale and software on it, my understanding of the AI workloads is no longer applicable to the chip that I designed."
"All of those aspects somewhat obviate the fact that AI has made the design piece easy. All of those manufacturing scale issues to me become a huge bottleneck."
@PGelsinger @appenz @RaghuRaghuram
a16z's Christian Keil makes the case for why manufacturing, testing and iteration are the next frontier for AI in hardware: a16z.news/p/superhuman-hardw…
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Danielle Fong 🔆 retweeted
its obviously not *good* but admittedly having a private key of *4* as a globally trusted cert authority is one of the funniest bits of all time
For the next few days or weeks, anyone now has a root CA thanks to eMudhra. Time to have some fun with MiTMing unwilling devices!
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