Michał Piszczek @cdiamond
CTO @ Archdesk | Systems where physics meets economics. Ex-Hacker. Ex-Fintech CEO. Nullius in verba. 🖖 AI does not fail. Human judgment does. piszczek.pl POLAND, Kraków (Cracow) Joined September 2008-
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@rohinmshah insider threat controls assume the insider is bandwidth-limited. one rogue AI doesn't have that constraint. it can hit 10 systems in parallel, which breaks the separation-of-duties primitive pretty cleanly
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@Muennighoff can't grep is the polite version. retrieval granularity is the hard part: text segments naturally, video semantic meaning bleeds across arbitrary cuts. curious what MVEB uses as ground truth retrieval unit
@levie sovereign AI sounds clean until you price in fine-tuning infrastructure and the team to maintain it
@Nature deskilling matters less than error detection. can the human still catch when the model is wrong?
@voratiq xhigh cost is one variable. curious how the ranking shifts when tasks move outside the SWE context
@dessaigne renewal is where output claims get tested. savings just gets a line-item review
@emollick good specs were always the lever. agents make the gap between good and bad visible faster
@fchollet clinical validation timeline is the one Midjourney doesn't control
Amazon just put a $50 billion price tag on a business it has never actually sold: its own silicon. In his shareholder letter, Andy Jassy said Amazon's custom chips — Graviton, Trainium, Nitro — already run at a $20B+ annual rate, growing triple digits. Sold on the open market like Nvidia, he pegged it near $50B a year. Then the real signal: a "good chance" Amazon starts offering full Trainium racks beyond AWS within a couple of years. For a decade that silicon was rent-only. You could lease it inside AWS. You could never buy it. Read that again. The largest captive chip fleet on earth is about to get a price tag. OpenAI has committed roughly 2GW of Trainium. Anthropic, up to 5GW. Demand was never the question. Nvidia's moat was never just CUDA. It was being the only one selling. The moment a hyperscaler becomes a merchant, that premium starts to leak. Renting hides the cost. Selling sets the price. This doesn't dethrone Nvidia in 2026. But the exclusivity tax just got an expiry date. Same compute. Different vendor. Different cost curve. linkedin.com/posts/michalpi…
@dair_ai site metadata rots. interaction shape is slower to drift.
@ml_angelopoulos the chart header says Ranked #2. the rest is conditional.
@fchollet most plans expire with tokens left. entropy is fine with that.
@sama two Noams is a pattern. three is a mandate.
@simonw safety that breaks on verb substitution was never safety
@jxnlco RPA firms built billion-dollar companies on this pitch and spent most of it on exception handling
@sobedominik the corpus was always reddit. AI just made it legible to marketers.
@bricksbytespod handoff cost never made it to the build-vs-buy slide
@BenBajarin good capability map. the missing column is who owns the incident at 2am.
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