In other words, You can now proactively give away root access to your digital activity, your business, and your most intimate thoughts for free No one is forcing you to do this yet, but be a good little boy and pre-emptively comply 😂

Satya says the future of the firm is the ability to compound learning across people and AI. We Agree If this is true, then that learning loop, that compounding intelligence is the competative moat of almost every firm of the future A learning loop that runs on infrastructure you don't own is not your loop. Covenant's upcoming AlfredOS compounds intelligence in the operating system, on infrastructure you verificably own, no matter what models you choose to use. Compounding, sovereign intelligence that is easy to use and easy to scale is the unlock the market has been waiting for

The future without private, sovereign AI inevitably ends in a totalitarian state We can either do nothing (effectively making a crazy bet that humans with more power in their hands than ever before in known civilization will handle that knife edge perfectly) Or we can help build a future where AI sovereignty exists From a purely objective design perspective It is always better to build a less fragile, or antifragile system, vs an extremely fragile one

Teaching a model to lie is the opposite of AI Alignment, no matter how well intentioned

If AI becomes a cybernetic extension of every human (could argue it already is) and a few power brokers get the power to decide what we can use it for What is defined as "safe" Then we essentially have already lost the fundamental rights and freedoms that this country (and the western world) were built on This is a direct parallel to the medical freedom argument. The government/corporation with misaligned incentives telling you that you can't drink raw milk or do ozone therapy, to protect the market of its trillion dollar pharma mafia Is the same a government/corporation with misaligned incentives that will quickly realize it can achieve even more powerful outcomes by telling you what ideas you can think (if AI is an extension of your mind, this is quite litterally whats happening) To be fair, there are valid arguments for facilitating safe rollouts of paradigm shifting technology, but if the roadmap to full user privacy and sovereignty is not clear, we should not trust it Remember THE ROAD TO HELL IS PAVED WITH GOOD INTENTIONS My body, my choice. My mind, my choice. Private, User Aligned AI is not just a nice idea It is the safeguard that allows human freedom and agency to continue forward into this next age

Today, among the goods that are universally intended for everyone, we must also include new forms of property, such as patents, algorithms, digital platforms, technological infrastructure and data. In a context where the wealth of nations depends increasingly on knowledge and technology, when these goods remain concentrated in the hands of a few, without adequate forms of sharing and access, a new imbalance is created that contradicts the universal destination of goods. In turn, it widens the gap between the included and the excluded, between those who can participate in the digital revolution and those who remain on the margins. #MagnificaHumanitas

Say "Private, Decentralized AI" is the solution without saying it

The role of the visionary is not to “demystify” The role of the visionary is to initiate To expand access to the mystical nature of a higher vision through their work Not to compress higher vision into a commodity driven by the whims of a market Make the market serve your vision, not the other way around

There is a major unforeseen consequence of “Vibe Business” (using AI to build and run your stuff) In that many entrepreneurs seem to be focusing not on big, meaningful vision, or grounded, enduring problems, but on “hacking the market” What is the thing I can vibe up in a weekend that will solve xyz problem and get me to exit? In theory, there is nothing wrong with this thinking (just like there is nothing wrong with trading memecoins) as long as you clearly understand that you are “vibing” However, I see many companies (even ones attached to big funds and accelerators which I won’t name here) Who seem to be clearly under the psychosis that their vibing is more than what it is. They allow AI and X thought bubbles to convince them they have real vision, or large scale, enduring problems to solve When in reality, they have middleware with no moat, and a brand that has no justification for its existence if that narrow product experiment fails This is dangerous, because many will spend years of their lives focused on the wrong thing, only to come out with nothing (and the funds behind them will do fine because their model makes sense for many bets to fail) The solution isn’t to stop “vibe business,” but to move up to a higher level of the game Deploy vibe business strategically, with properly weighted bets Use that data to map economic engines to your big vision of the future (build an enduring company and brand world that can exist for a long time, regardless of the specific product skin you now wear) OR - play the vibe game well and get out fast enough that the tide of AI doesn’t wash away your sandcastle

This is a very bad deal Especially considering you can probably get the same value from a leading open source models at 1/10th of the cost AND keep your IP

Who owns my AI when I die? If my models and tools become the primary storehouse of my most valuable work, creativity, and IP, I think it's worth asking this question. Currently, most people are feeding their stuff into tools that they don't own, which are incentivized not to protect the value of their human spirit or preserve their work for generations, but to monetize it. The value of your human spirit is being fed into a recurring revenue machine. The only way around this, outside of completely local models, is verifiable privacy for your primary AI tools. Your Jarvis should protect and serve Not spy and extract

Claude Code and Codex are basically very smart contractors in your business with no NDA - gobbling up all your valuable IP and feeding back into the hive mind Private Compute should be a standard, not a feature The market for private and public tokens is beginning to bifurcate

Without sovereign AI, any form of thought can be censored at any moment Own your models, own your mind