Had a great chat with one of my favorite investors, @generalcatalyst General Intuition x General Catalyst - The Next Phase of Pre-training

💥 Introducing Warp Sciences, a new company applying AI and robotics to help the world develop new medicines faster. We’ve raised a $215M Series A led by @lightspeedvp to bring frontier AI out of the browser and into the lab, and build scientific capacity here in America. I co-founded Warp with my long-time friend @dpatil, FAIR co-founder @manohar_paluri, and drug hunter Sol Reisberg. The early team is full of incredible people like @bkspears9, who helped achieve Q>1 fusion at LLNL.

"What is bad is not that men live and die,but what dies within a man while he lives. Perhaps the most important thing that is within a man while he lives is his imagination. The thing that keeps you going and keeps you creative is never to loose your imagination. Always dream of things that are better, and think of cool ways to reach them." - Amar Bose (1929-2013)

🙂

❤️🎮

Anthropic could just put their new git system in the weights for the updated models and people would switch over instantly on Claude code - continuously becomes the bottleneck for multi agent collaboration related tasks (and storage). Maybe sync back periodically to github repos.

As a rocket league player I’ve never been more ready for anything

To my colleagues in the games industry: I’m seeing the early signs of what I believe will be another large revenue driver for the industry, with some early deals taking place now. If you have a great, realistic game, many AI labs will pay for privately hosted managed versions. There’s a great opportunity to roll this up as a service for game developers (we will be a customer!) but labs will be reluctant to work with rollups because of fear of distillation. The right way to price this is some up front fee for the engineering effort with a managed service fee and some concurrent user number tied to the services provided. The more realistic the game and the wider state/action space and customizable the more customers. And the more accessible the interface (do you have to build agents to load and manage the game or do they come out of the box?) the higher the customer retention will be. I think this will lead to a massive rejuvenation for the industry, and in the long term we will be makers of games for both agents and humans. And the technological advances will carry over. For example, I imagine everyone will get much better at anti cheat and catching non human behavior by having the best bots at all time within reach and collaborating with top developers. Very excited for this and how it’ll lead to making better game for players also!

Europe must wake up now. In an exponential race, if every turn in the wheel turns 30% slower, you don’t even stand a chance, even if you have better talent, better technology, better infrastructure, you lose simply on your inability to compound. Adopt fully or accept game over.

Modal continues to be an incredible company - excited to see @bernhardsson continue to be a visionary leader who makes AI more accessible and usable

Tune into the General Intuition keynote in 5 minutes: piped.video/live/akEqiXFo3GM

In our inaugural blogpost “Building Physical Intelligence with Interpretability,” we explain that interpretability is not simply a nice-to-have. Rather, interpretability is critical to scaling physical intelligence.

The current game in your current engine can easily act as a verifiable domain checker for a deeply capable agent swarm to port to the exact primitives you need. Serious threat to the engine business as we know it. Expecting a lot more speed, creativity, and cross platforms.

Too much emphasis is being placed on coding models generalizing to robotics just by “generating simulators” - other than it being slow, training natively in pixel space using the world’s compute (our universe) directly is a massive advantage as you don’t need to go through simulating at all. You can have a good simulator, but simulating is still expensive. And lossy. Imagine having to simulate the entire internet just to train an LLM!

ok this could be EPIC❗️ @PimDeWitte just challenged @elonmusk to a straight 1v1 💀 both are training AI that only sees the screen and outputs actions (btw this mf raised $320M after a $134M seed… then another $220M at $6.2B. all in like a year 😵‍💫) > Elon: Digital Optimus is halfway through Diablo, solid at CS, League in training > Pim: drops CS footage of his models winning rounds + teabagging... tags him “Let’s run it” same rules. each picks 5 games. Pim even said Elon can throw in a racing game if he wants. no engine access. pure pixels in. this is gonna show real quick who actually has the better stack.

lmao

Please make this happen @PimDeWitte and @elonmusk Will organize a watch party in London then. Could do it in all 7 cities we have offices in with some heads-up.

There's quite a few ways to leverage world modeling without slowing down your policy. We train everything from scratch, we don't rely on existing models, they're too slow/inefficient for this. Would be fun to try bots variants indeed!