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gip

523 karma · joined November 23, 2011

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gip··on U.S. appeals court upholds designation of Anthropic as supply chain risk
I don’t agree with the decision, but I don’t think courts should be able to easily overturn the federal government’s findings when it comes to national security in a specific decision like this.
gip··on Dolly Parton has died
My toddler gets a book a month in the mail from Dolly's Imagination Library and we keep reading some almost every day. She's made an impact in so many families <3
gip··on fx :Tiny, open, native coding agent.
Just tried and although it’s not that polished or fast imo it’s very cool.

GLM 5.2 totally free even with a free Vercel account.

Make business sense too - fx is the entry point to bring more user to Vercel AI.

gip··on GPT-5.6 Sol Pricing Cut by 50%
Not sure as OpenAI models (Sol, Luna,..) are also discounted on the Vercel AI Gateway rn. My bet is on OpenAI trying to drive more enterprise customers to their models through API.
gip··on Chestnut – eGPU dock with open-source firmware
I’m impressed by tinygrad. Full-featured deep-learning framework with ZERO dependencies, fully hackable, and orders of magnitude fewer LoC than PyTorch.

Want to run Qwen3.8 27B? Download the quantized model from HF, git clone tinygrad, then run `DEV=METAL python3 -m tinygrad.llm --max_context 8192 -m <GGUF File>`. Read the code and experiment - takes 1 minute.

Compare that with PyTorch (great, but almost impossible to comprehend and modify, IMO) or Mojo/MAX (complex and not even fully open source, not to mention that the Modular folks aren’t particularly nice). Tinygrad is a breath of fresh air.

gip··on Qwen 3.8 27B
The real target for Anthropic, OpenAI and tons of others are large enterprises and workflows. I think they will do all right if they execute well.
gip··on The dead economy theory
Yes and this is in line with the idea that 99%+ of the value created by AI will be captured by the broader economy, not OpenAI and friends.

That being said, even local AI will still be displacing humans fast and it's not clear new jobs will be created fast enough. Regulations and policies will be needed imo.

gip··on Today I've made the difficult decision to reduce the size of Coinbase by ~14%
That makes sense, thank you for explaining. TradFi already offer access (direct or ETFs) to major cryptos who have demonstrated some utility like BTC, ETH, XRP, SOL and a few others.

If interest in tokens and altcoins wanes, Coinbase may be in a weak position.

gip··on Today I've made the difficult decision to reduce the size of Coinbase by ~14%
Very curious why they haven’t diversified into real world assets. It seems like an obvious move, even if the margins would be lower than their fee business (~85% margins!!).

They’ve added tokens and altcoins to the platform, but I don’t think that’s a particularly strong long-term bet.

gip··on Why AI companies want you to be afraid of them
> We need to heavily regulate anybody who is not following the rules that make us the de-facto winner

How about building a multipolar world where different parts of the world (US/China/India/EU/Africa,..) get to build sovereign tech and have their own winners?

gip··on Google plans to invest up to $40B in Anthropic
Same with Codex and very soon with open source & local models. Training great models (for coding and similar tasks) seems to be a question of scale and not much more.

It is likely that 99% of the value created by Anthropic / OpenAI / friends will go the end user. Which is great news.

gip··on I Cancelled Claude: Token Issues, Declining Quality, and Poor Support
True. That is why it is key important to have open source and sovereign models that will be accessible to all and always on / local.

Competition (OpenAI vs Anthropic is fun to watch) and open source will get us there soon I think.

gip··on GPT-5.5
Totally. That is why it is key important to have open source and sovereign models that will be accessible to all and always.

At the end of the day, all these closed models are being built by companies that pumped all the knowledge from the internet without giving much back. But competition and open source will make sure most of the value return to the most of the people.

gip··on Meta tells staff it will cut 10% of jobs
I have been told by a startup founder that he wants his strongest player to replace and automate the weakest using AI!

That may be what Meta is already doing. I’m afraid we are going to see something like that at play in tech for the coming few years until we get to an equilibrium. Sad and it might work.

gip··on Claude Code to be removed from Anthropic's Pro plan?
It could be an A/B test to see whether people without an existing subscription care about Claude Code (CC) at all. If they sign up then CC is disabled (or not as it is not really an issue to offer more). Capturing that info would definitely be useful to a growth team.
gip··on SpaceX Strikes Deal With Cursor for $60 Billion
For a successful IPO and attract more capital you need a very good story/narrative. That what is being crafted here. Business fundamentals matter less with elon!
gip··on Meta to start capturing employee mouse movements, keystrokes for AI training
Taking dystopia aside, without a lot more context I don't quite get how the captured data will be particularly useful to train models for say software engineering. If someone can shed light - thanks!
gip··on New iPhone age and identity checks restrict internet freedom in the UK
> because some other parents won’t activate it, which then makes the situation unfair for the kids. I’d much rather have it on by default so that all kids are treated the same.

That’s a strange argument. The government or anyone doesn’t have a mandate to ensure everyone has the exact same experience. Differences in upbringing are normal. I didn’t have a TV growing up while most of my friends did. It might have felt unfair at the time, but it wouldn’t justify the government forcing my parents to get one -> overreach.

gip··on Say No to Palantir in Europe
Surprised by this take. Building a startup is already insanely hard. So I wouldn’t like to add more challenge by spending time integrating with non-US services if they are not top just because of my political views.

I feel a better answer is for Europe to build real, competitive alternatives to US services.

gip··on The bridge to wealth is being pulled up with AI
I agree with the risk you’re pointing to. Money currently mediates access to resources through labor and markets.

We either need to redesign money or a novel way to mediate access to resources. I haven't seen any proposal to make that work, which is a bit scary.

gip··on Clockwise acquired by Salesforce and shutting down next week
> There must be a lot of pride and meaning in being run over by Saleforce's money truck.

They probably don't have much choice and Salesfore needs people who have built and launched products (I don't have any info, just a guess).

gip··on Nobody gets promoted for simplicity
Assuming: simplicity === no unnecessary complexity.

In my (limited) experience as an engineer and manager, leadership (e.g., a VP) didn’t like (or reward) simplicity. Simple solutions often meant smaller teams, which wasn’t something they were pushing for, especially pre-2024. I do think this is slowly evolving, and that the best leaders now focus on removing unnecessary complexity and improving velocity.

gip··on I am directing the Department of War to designate Anthropic a supply-chain risk
Or worse: train the AI to make decisions that align with the view of Anthropic management and not the elected government. Workout telling anyone.

I’d agree it is a serious risk.

gip··on The Pentagon is making a mistake by threatening Anthropic
The challenge for Americans is: can the political work of defining and protecting our values be outsourced to a company like Anthropic?

Anthropic (and others), whether due to financial/regulatory/competitive, will at some point permit their products to be used for any lawful purpose. Even if they attempt to restrict certain uses today. That arrangement is unlikely to hold.

Americans should vote for the right candidates and elect leaders who will carry and defend their views. I don't think there is any other way.

gip··on Statement from Dario Amodei on our discussions with the Department of War
The reality is that the US Constitution only offers strong guarantees to citizens and (some of) the people in the US. Foreigners are excluded and foreign mass surveillance is or will happen.

I believe every country (or block) should carve an independent path when it comes to AI training, data retention and inference. That is makes most sense, will minimize conflicts and put people in control of their destiny.

gip··on Layoffs at Block
AI is a transformative technology that will reshape how companies are run. More layoffs may be coming unfortunately. But on the other end, more companies and more products will be created. More competition overall, including for Block.

The overarching risk, imo, is America turning against tech and its leaders / billionaires. I think this is slowly happening. And why not, if the People decide that tech is not bringing good things to our modern society anymore, that should be respected.

gip··on US orders diplomats to fight data sovereignty initiatives
That would require to repeal the FISA and the Patriot acts. That won't happen.

More fundamentally, however, the US constitution only protects Americans and American companies. Europeans would be foolish to trust the US with their data given this lack of basic protection and oversight.

gip··on US orders diplomats to fight data sovereignty initiatives
Similarly, in the 2000s, the US pushed back against the development of Galileo and preferred that Europe continue relying on GPS. That created tensions between the US and the EU.

Fighting data sovereignty is a losing battle for the US: data are too strategic to outsource, even to allies.

[0] https://en.wikipedia.org/wiki/Galileo_(satellite_navigation)

gip··on AI is not a coworker, it's an exoskeleton
My prediction: soon (e.g. a few years) the agents will be the one doing the exploration and building better ways to write code, build frameworks,... replacing open source. That being said software engineers will still be in the loop. But there will be far less of them.

Just to add: this is only the prediction of someone who has a decent amount of information, not an expert or insider

gip··on I’m joining OpenAI
I think that’s fair.. building a competing product would likely be relatively easy and inexpensive. But that’s true for most software now: it’s becoming easier to build, and the barriers to entry are lower.

I love Anthropic and OpenAI equally but some people have a problem with OpenAI. I think they want to reposition themselves as a company that actively supports the community, open source, and earns developers’ goodwill. I attended a meeting recently, and there was a lot of genuine excitement from developers. Haven't seen that in a long time.

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