A few words on the Sovereign AI debate, having built several LLMs in Meta while in the UK and now working as a UK based startup: 1. Lots of people are trying to do the right thing to make the UK a better place to start AI companies. Time lags until the benefit show, but you should judge on the intent now. I support the direction of travel! 2. DeepMind has been enormously beneficial for the UK, but it has muddied the waters for a sovereign LLM company to emerge as (until recently) the Government continued to celebrate it as a British achievement / push it as a national champion. 3. Similarly, people are now celebrating recent US investment in King’s Cross, while also wanting more UK sovereignty. Clearly some income effects here, but I would worry about the substitution effects too. AI is not like other types of foreign investment. 4. The relevant talent nexuses in UK that could develop a competitive foundation model are from GDM and old Meta AI GenAI. Also some folks from smaller groups, ex Conjecture, Stability. The talent is still there, although a lot was snapped up by US FM companies in the past year. I personally think it’s not too difficult to develop new talent either from UK universities, but you probably need an ex GDM or Meta core (Gemini or Llama). Or if not: show evidence first (technical reports) before claiming you can do it. 5. Building an LLM is very different from doing regular AI research - skillset is different. Former is closer to engineering; long hours, often unsexy work. Important to distinguish between these two types of talent in the UK ecosystem; arguably too much focus on the latter / ideas guys. 6. On research - DeepSeek R1 post-train cost $300k . Yes, they also needed an ablation budget and to train a base model, invest in infra and talent - and yes the cost of an R1 moment is increasing year on year - but the idea that you need $1bn plus immediately to show results is complete FUD. You need billions to scale, not to validate new directions. 7. In my experience, every failed LLM effort (from model results perspective) I witnessed in the past came from a combination of poor leadership, politics, unclear vision, and premature scaling. Good efforts usually started from small teams who had worked with each other for a long time, had shared thesis, and scaled progressively in bite-sized pieces. Some recent lessons here for neolabs as well. 8. Things take time. Eg we’ve spent ~12 months mostly on internal infra just to get into the position to be able to make big swings. It’s important to nurture new companies through the initial phase. Expectation management is also crucial. I think expecting new UK companies to have single big bang releases is very dangerous; sort of like overwatering a plant. The correct release pattern is “decent”. “decent”, “decent”, “quite good actually”, “holy shit”. 9. Please don’t allow politicians or journalists to kill recent or upcoming AI investment efforts. We will need way more - at the price of potential inefficiency in places - as AI is existential for the country. Ambitious projects are usually incredibly fragile in the early stages; look after them! 10. Mythos is a good triggering moment, but what’s coming will make it look like a toy, so it’s worth building for what’s coming in 5 years time - not a current generation model. Very proud to be building in the UK - more to share on that soon - alongside many other great early stage AI companies! 🇬🇧

This is the GREATEST video of all time!

Databricks CEO interview insights: Significant acceleration beyond 65% YoY growth in Q1. Over 81% of databases launched on Databricks are now from agents. Cybersecurity market revolution - existing cybersecurity vendors can't keep up with malicious agents. Therefore, Databricks entered this market. Additionally, as AI makes software development much faster, it is much easier to enter this market. Reaffirmed no 2026 IPO plans - bad year for IPO due to big dislocations: election year, energy uncertainty and mega IPOs. "Chinese open-source models are absolutely dominating" given their significant cost advantage. Source: Bloomberg

The UK is getting its own Sovereign Frontier AI Model! It is being trained on Isambard-AI and will run with no dependence on foreign infrastructure. The model, Lumen Sovereign, is being built by @CosineAI, one of the companies selected by the UK Government for its £500m Sovereign AI programme. The startup is working with leading big companies (such as Babcock, BT, Lloyds LSEG, NatWest Group, PwC) to help design it. Cosine was founded by @AlistairPullen and @yangli_ and its models have outperformed OpenAI, Anthropic, Mistral, and DeepSeek on independent coding benchmarks for two consecutive years. The model will be trained using compute provided by @UKSovereignAI! Amazing stuff @Jameswise, @SuzanneAshman, @KanishkaNarayan.

Here’s your monthly reminder that you shouldn’t be prompting coding agents anymore. You should be designing loops that prompt your agents.

Any cat owners with experience of vestibular syndrome?

Reminder, technical analysis is astrology for men ♋️

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Blatant election interference from a disgraced BBC. The BBC and the entire British establishment despises Restore Britain and the democratic option we are offering to the British people.

Something something ‘…. run out of other people’s money’

SITUATION DETECTED: Antares Nuclear’s Mark-0 reactor has achieved initial criticality at Idaho National Laboratory, what the U.S. Department of Energy is calling one of the most significant technological achievements in nuclear energy in over 40 years.

people aren’t celebrating this pancreatic cancer breakthrough enough. it should be international news

😂 😂 🤣 🤣

RT @FTX_Official: FTX today announced that the anticipated record date for the Next Distribution will be June 16, 2026 for holders of allow…

Bravo, @Keir_Starmer, for getting in an Adviser on Women and Girls who thinks the definition of women and girls includes men and boys. That'll definitely win back people who believe Labour's a party for smug, lanyard-wearing, luxury-belief-espousing cultural elitists. 1/2

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Wealth taxes are how you turn the EU into a distressed asset for private equity acquisition. Remember: a wealth tax on unrealised gains leads to forced asset selling by average Europeans, while carve-outs exist for those using offshore corporate vehicles. Any country implementing this policy (such as the Netherlands) is engineering a market crash and distressed acquisition strategy, designed to transfer wealth from retail investors to institutions, all wrapped in a “tax the rich” narrative. As with policies like this, it will be structured to transfer wealth upward, just like the current closure of the Strait of Hormuz. This is a real endgame asset-stripping policy, deliberately designed to engineer a crisis that would otherwise have been allowed to occur through normal market corrections. Manufactured crisis is the policy. And only those with offshore corporate structures and hard money to invest during distress will survive it. Of course, if you own a money printer connected to a central bank, then you will create the money needed to acquire distressed assets and privatise the gains while socialising the losses. Everybody needs to become far more financially savvy to survive the crises these policies engineer.

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we have updated our partnership with microsoft. microsoft will remain our primary cloud partner, but we are now able to make our products and services available across all clouds. will continue to provide them with models and products until 2032, and a revenue share through 2030.