Joined December 2008
- Tweets 10,569
- Following 6,354
- Followers 23,512
- Likes 76,594
2,198 Photos and videos
Ram Parameswaran retweeted
I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true:
— As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable.
— Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.)
— A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused.
— In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.”
— In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety.
— In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community.
— The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority.
— Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.
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Ram Parameswaran retweeted
18h
It's Sunday June 12th, 2016 and the world is mourning the victims of the Pulse nightclub shooting. Trump, who recently clinched the Republican Party nomination, posts on Twitter that Obama should leave office over the shooting.
You walk to a nearby cafe thinking about the possible implications of Move 37 (played a few months prior) and how neat the SpaceX reusable rockets are.
On the way, a mysterious gentleman pulls a newspaper out of his cloak and hands it to you. It's dated June 12th, 2026.
Top Headlines:
- Elon Musk Becomes World's First Trillionaire as SpaceX IPO's
- Department of War Publishes Third Release of Unidentified Anomalous Phenomena Files
- Citing Safety Concerns, Trump Administration Places Anthropic's New 10T Parameter AI Models Under Export Control
Huh? Still holding the newspaper, you look up... but the mysterious gentleman has already vanished. You look down... the headlines are also gone. Sipping your coffee, you think to yourself "Wow, these art students sure are are getting stranger and strfr!"
Before heading home, you find yourself checking the price of BTC... honestly, $600 per BTC seems pretty high. Maybe it's time to sell??
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Jun 13
The joys of comcast! They will call me back to help me cancel on ...wait for it...wednesday. 5 days from now. Cannot wait to dump this garbage.
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Jun 12
Best picture today on X
Congrats to @elonmusk for becoming earth’s first trillionaire
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Jun 12
An excellent piece from my friend @Srasgon and the always excellent @realsteveeisman
youtu.be/imrBSvXepYI?is=9cHX…
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Jun 12
Super proud to see my man Justin recognized for this conviction in SpaceX. legend. Well done brother!
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Jun 11
Indeed.
Jun 10
If going public isn’t necessary and private stock is the same as publicly listed stock and IPOs are bad how come so many employees of SPCX aren’t millionaires on Thursday but they are “set to become” so on Friday?
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Jun 11
Absolutely gorgeous.
Jun 10
Barcelona, you win. Sagrada Família. Just incredible.
Watch the whole thing with the sound on
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Jun 5
More hmm.
MORGAN STANLEY SEES SPACEX ADJ. EBITDA TOP $2.7T IN 2040: WSJ
Incredible
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Jun 4
Hmm.
Jun 4
GOLDMAN SEES SPACEX AI REVENUE EXPLODING TO $322B BY 2030
Goldman Sachs projects SpaceX AI revenue rising from $3.2B in 2025 to $322B by 2030, a ~100x increase, forming the core justification for its $1.78T IPO valuation. Total revenue is forecast to reach $474B, with Starlink at $144B and rockets at $8.3B.
AI segment growth is tied to aggressive market assumptions despite current losses and execution concerns around xAI. Overall EBITDA is seen surging to $352B by 2030.
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Jun 2
FANTASTIC from @FDavidsonT..psyched to try this out.
Jun 2
Meet Odessia.
She plans and books entire trips in one conversation.
Apparently, she's the goddess of travel.
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Ram Parameswaran retweeted
May 28
Confused on this. Databricks is still early...
The Redpoint InfraRed 100 is now live.
These are the companies building the infrastructure that powers everything happening in AI right now, from world models and agent runtimes to the sandboxes, databases, and security tools agents depend on.
Congratulations to this year's honorees!
Read the full 2026 InfraRed Report: our state of the union on AI and cloud infrastructure 👉 redpoint.com/reports/the-inf…
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May 28
"Man it's my company?". Amazing.
May 27
Man it’s my company?
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May 28
"open".
May 28
We went from electronic:
e-mail, e-commerce, eBay, eTrade, eHarmony
to internet:
iMac, iPod, iPhone, iHome, iRobot
to open:
OpenCode, OpenRouter, OpenClaw, OpenCV, OpenHands
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May 27
A trolling
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May 23
Love this from @hdubugras.
May 23
“Hire me! I'm a great senior engineer (code monkey)” Hard pass.
Finance bro relying on his “quant guy”? Harder pass.
LLMs will out-do the best engineers and quants. That is the bare minimum.
I want people obsessed with the problem, not the code.
If you’re obsessed with credit, derivatives, real estate, or portfolio optimization, this tweet is for you.
We’re building the most AI-native investment team on Earth. Not a fund though.
I’m not sharing the who or what yet, but here's what I can say: you’ll be investing billions of dollars in your twenties, including all my proceeds from the Capital One acquisition.
A few warnings:
- 996 is easy. Here it’s closer to 8am-10pm-7 days a week. Don’t worry, I’ll be in the office before you arrive and after you leave.
-We pay really well, but we expect even more. You’ll feel overpaid compared to your friends and underpaid compared to how much we expect. And let’s be honest: nobody gets rich out of bonuses. Real generational wealth is built through tax-deferred equity.
- We expect first-principles thinking for everything. And I mean everything. If someone asks you why you’re doing something in this way, “because this is how we did it at my last firm” is not an acceptable answer.
- We expect you to be full-stack. From vision, to building to execution. There is no “support”. If you can't use claude code to support yourself, then wtf are you even doing?
- You’ll be expected to master complex concepts in a matter of days.
- We will pair you with industry veterans so you can leverage their experience. Don’t fuck it up.
Roles we’re hiring for:
- Credit/Fixed income lead - do you think that emerging-market banks bonds provide a great risk reward, but most American investors are scared of it? Talk to us.
- Real estate lead - are you up-to-date on all the new maps for OZs and have no patience for trophy assets that don’t have great after-tax yield? Talk to us.
- Derivatives lead - You're able to represent any view by stacking the right structured payoffs? Talk to us.
- Equities lead - You like stock picking? Save your energy. You deeply understand how risk models work from first principles, how optimizers are god’s gift to humanity and how every stock pick is never good or bad, it's just part of a portfolio? Talk to us.
- Quant infrastructure lead - You’re obsessed with finding specific signals to generate alpha? Save your energy, Citadel is a better spot. You’re into building infrastructure to test new strategies, manage risk and optimize portfolios? Talk to us.
If you think you’re a good fit, email me at henrique@sharpe.com answering the following question: What about the investment process in the asset class you have the most experience with will most materially change with AI and why?
Happy memorial weekend :)
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May 22
Holy moly
May 21
I uploaded a screenshot of Google Maps to Gemini Omni with a route drawn on it.
Then I prompted it to create a first person view of someone driving a taxi cab along the route in the reference image.
Pretty close to the real thing.
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May 22
Love this.
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