I see a lot of enthusiasm about building sovereign models on my timeline. That's great to hear and India needs it, BUT.. building a Fable-class model is a compute and funding game. Last I checked, India had ~50-100k H100 equivalents while frontier labs would have a million each. Unless we have a paradigm shift in how AIs are trained, the conversation ought to be happening about amount of funding available to do what we want to do. Show me an Indian company that's secured funding/compute in the same range as that of Chinese AI labs (let alone American labs). Without compute, what will happen is what has happened before: we'd promise to shake the world and then build models that are a year or two behind the top ones. The path forward for sovereign models that I see is to invest in basic R&D so we have a chance to go beyond the current paradigm, OR the government pooling in several orders of magnitude more compute to seriously commit competing at par.

Too many people taking FDE roles right now are solving for consumption perks over compounding perks. Consumption perks raise the quality of the recruiting experience: chefs, World Cup tickets, joining tokens, top-of-band dollas. Nice to have and yet completely orthogonal to your slope. Compounding perks raise your derivative, your rate of learning, ownership, and future agency. They’re harder to see on an offer letter, which is exactly why they get underweighted.

People will forget the graphs, charts, the analysis, but always remember how you make them feel. This VC vs founder thread is a reminder of how reputation is built in our business. I'm actually sure I've messed up here and there but the attempt is always to be additive 🙏

One of the most amazing things I’ve ever seen: a standing ovation for the full Daraxonrasib results I feel inspired and energised, to put it mildly — we have a targeted therapy for pancreatic cancer now, and nothing is undruggable anymore

Superintelligence will be built on Self Improvement. Today @hexoai, we’re excited to release ‘SIA’ - an open-source Self-Improving AI, to achieve any goal through recursive self improvement. While trying to solve a problem, SIA doesn't just improve it's abilities by updating it's harness, it updates it's own weights as well.

Our April GTM survey found that CRM usage has risen since AI tools began to be adopted at scale. The agents that listen to calls and write structured notes back into the system are, for the moment, giving reps fresh reason to consult it, because the data sitting there has become dramatically richer than it used to be. a16z's Gio Ahern, Steph Zhang, and Alex Immerman on the shift from "systems of record" to "systems of intelligence": a16z.news/p/from-system-of-r…