ScienceIO has been acquired by Veradigm Together, we are going to build the intelligence provider for the future of healthcare.
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read "rented virtue"
If we are to avoid losing our humanity amid a “paradise of machines” invading and conditioning our daily lives, there is an urgent need for education in ethical discernment and the capacity to acknowledge the moral good. This is indispensable if we are to recognize the genuine good that enables human beings to flourish in accordance with their primordial vocation, with unconditional respect for their interior freedom and their sacred dignity. #ApostolicJourney #France vatican.va/content/leo-xiv/e…
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Will Manidis retweeted
If I was a young researcher thinking about how a handful of frontier AI companies sometimes behave in similar fashions to sovereign states, I would be thinking very hard about how the British state promoted then dealt with the East India Trading Company.
i do think questions of sovereignty wrt to the frontier labs are dramatically underrated. sure the state has a "monopoly on violence" but every day the labs are independent is a de facto concession of a little bit more of the state power with every single day
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i do think questions of sovereignty wrt to the frontier labs are dramatically underrated. sure the state has a "monopoly on violence" but every day the labs are independent is a de facto concession of a little bit more of the state power with every single day
if the NRX weren’t partisan hacks they would love this company. its governance structure is basically Karnofsky-Amodei genetic dynasty, has an encaged machine god with its own Consitution, went to war with the department of war
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it's always fascinated me that anthropic chose to engage with DOW before it had a model that could take a crack at most federal systems. this isnt new- if msft decided to remote-kill every windows installation, it could extract state concessions very quickly
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the production of frontier technological capabilities has always been the center of the war machine
I think people still don't realize how insane WW2 really was. Number of military planes produced during WW2 America: 300.000 planes Soviets: 140.000 planes Britain: 130.000 planes Germany: 120.000 planes Japan: 90.000 planes Today the US military has around 13.000 planes
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an incredible side effect of post sobriety sorkin is that the films only work if broad popular consensus tracks with them. the frances haugen op was so poorly constructed and carried out that this will end up being massively bullish meta. cocaine is the dune spice for sorkin
First clip for Jeremy Strong as Mark Zuckerberg in ‘THE SOCIAL RECKONING’. In theaters on October 9.
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you can watch the entire market coalesce around two scapegoats (one equity, one credit) for the sins of the ai industry that once established, they’ll ceremonially behead, with the help of the state, to let the blood offer tithe to the voters while allowing progress to go on
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it’s an interesting effect that you saw happen in every other contested industry- defense, pharma etc - that you want to lead the market instrumentally so you’re hard to kill, the pack will push the weak so the core can survive. simple pre christian truth that’s eternal
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you have to wonder how many credit agreements allow force majeure by girardian scapegoating. there’s some blackstone associate thousand yard staring into a bathroom mirror wondering this question right now, how soon do firms become flesh
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my friend nabeel qureshi likes to say scaling intelligence was obvious even as early as 2019 if you took seriously the inputs. i think maybe it was obvious much earlier. this capital cycle was the only way fee-loaded-technocapital could eat mainstreet. it would always end here.
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Will Manidis retweeted
Yesterday was the anniversary of the Fulton St/Businessman’s Revival in New York City. On September 23rd, 1857, Jeremiah Lanphier stepped off his desk to hold a prayer meeting— nobody showed up until the end of the meeting there were 6. The meeting turned into 10,000 people in downtown New York that year, and around a million people came to faith all over the US. Be bold.
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it’s very clear the role of our central bank is very much no longer centrally monetary policy but instead has become a primary lever of the total societal wartime mobilization to build technology that will supersede and privatize the state. just buckle up for a bit
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broadly I don’t think anyone is truly bitter lesson pilled enough yet there are universal truths about all creation that are hidden within the structure of language. the models will uncover them. john 1:1
Today we announced the Claude-led discovery of a molecular machine that we suspect could represent a new gene editing mechanism. Its precise function, biotechnological utility (if any), or level of significance is not yet clear, but at minimum it is work I would have been proud to do as a PhD student. The work was done mostly, though not entirely, by Claude: our life sciences team suggested a broad area of research, Claude read through the literature and a bunch of genome data and discovered something interesting, then Claude proposed experiments to verify the discovery and our team carried them out. It’s easy to dismiss this as a one-off or curiosity, but we’ve repeatedly seen a pattern where AI performance in new intellectual domains goes from weak to superhuman in a matter of a few years. In 2023 models struggled to do math at the level of an average high-school student. In 2024 they started to do well on math competitions for the best high-schoolers in the country, in 2025 they started to solve minor open problems, in early 2026 more significant open problems, and in late 2026 they are beginning to solve the top few open problems in all of mathematics. We believe AI for biology is on a similar exponential trend. The main difference between biology and mathematics, of course, is that math can be done purely theoretically, while biology requires experimentation. Some have used this to draw the conclusion that AI’s utility in biology will be limited. We think this is wrong. As we’ve demonstrated today, humans can collaborate with AI to perform the experiments, validate key results in a few weeks and, if necessary, work with the AI to iterate on what they find. Eventually it may even be possible for Claude itself to safely perform the experiments by autonomously controlling lab equipment, with appropriate safeguards in place, but we aren’t doing that today (our lab is also a BSL1/BSL2 facility that doesn't handle materials dangerous to humans). More broadly, biomedical advancement has many stages — from fundamental biology discoveries, to translational research, to drug discovery, clinical trials, and finally the actual delivery of medicines and health care to patients. We are also interested in these later stages, but even simply accelerating the first stage of fundamental biological discoveries has the potential to speed up and broaden the entire pipeline. Improving our understanding of biology and sharpening biologists’ tools can drive forward all of the later stages, for example by identifying new drug targets, finding new therapeutic modalities, allowing for more precise measurement, and speeding up the experimental loop which itself further accelerates our understanding of biology. This will not in itself speed up clinical trial times, but if it succeeds it could greatly increase the number of promising candidates that go into the pipeline — an increase in throughput even though latency remains. In Machines of Loving Grace, I wrote about AI’s potential to “cure most diseases in 5-10 years” — a goal that sounds impossible, but one I believe is just barely possible if AI is applied to every stage of the pipeline. The first step is showing that AI can first help with, and then drive, biological discoveries. Claude’s discovery is the latest in a line of related prior work that goes back decades, beginning with systems like CRISPR, and continuing with discoveries like the bridge recombinase and VIPR in the past few years. Recently, there has been heightened interest in systems based on reverse transcriptase (RT) enzymes, the enzyme underlying the system Claude identified. And most recently, a Stanford team working independently described a novel RT system with an associated non-coding array that is in some ways similar to the one Claude found, though they are distinct systems that evolved independently from each other. I believe that we’re at the very beginning of finding such systems and developing them into powerful tools for biotechnology. I’m proud of the resources Anthropic has invested in accelerating the public benefits of AI through the life sciences, and we’re aiming both to grow our life sciences team and to work with other scientists to extend this approach to a broad range of problems. If you have a proposal for a research collaboration or are interested in joining our life sciences team, please reach out.
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I find it wildly under-discussed that the greatest founder of this generation has seemingly no interest in holding equity in his own company. that has to tell you something about the nature of markets
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private sector diplomacy
Good meeting in New York with @PalantirTech CEO Alex Karp. Lithuania is ready to become a strong regional hub for the Baltics and NATO’s eastern flank – combining top talent, AI, data and defense technologies to develop solutions for real security needs across the Alliance.
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in simple terms, the role of the state in the elite consensus is to capture as much data as possible on the economy, production, people so “experts” (read: economists, the post liberal priests) can reason about it (read: extract taxes) LLMs massively the surface area
I have been thinking about this ever since I read @tylercowen’s recent book. The history Tyler narrates there explains why economists welcome AI eclipse of human agency: as a field they have already surrendered understanding to the algorithms.
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PetroDollar -> Mag7Dollar AI policy is monetary policy now.
Sources: Scott Bessent is emerging as a frontrunner for the AI czar position; other names include WH OSTP Director Michael Kratsios and OPM Director Scott Kupor (Semafor) (Visit Techmeme dot com for the link and full context!)
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its my basic view that the big thing blocking the entire economy feeling the changes from the coming intelligence isn't additional technological progress, god knows the models are good enough, but further capital formation innovations. a new PE must be built to diffuse this
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like maybe matt holt was the one true capital understander when he tried the trillion dollar CV trade to diamond hand the DV et all asset, but god knows we’re going to need to originate private capital at scales previously unknown to see lift in all these assets. golden age
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Will Manidis retweeted
Wow, I sure have to disagree with this quote: "My goal as a venture-backed business is to increase the tails of the distribution. It's fine if it gets 30% more likelihood that I fail if the odds that I become a $100 billion company also increase by 20%." Great companies are the life's work of exceptional founders. They do NOT think about increasing the tails of distributions. Makes no sense to risk their life's work. They want to win and win BIG but they are not in a rush and will not put their life's work at risk to satisfy hitchikers who want to go along for the ride but will exit as soon as they hit their return targets.
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