I’ve been building Awen, a personal AI buddy that runs locally on your phone. Talk, ask things, remember what matters, and follow through on the things you said you’d do. Coming soon. In closed beta now. AI video for AI thing:

got screwed by biden's coin 💀

Over the course of 3 months at OpenAI, 3 consecutive secret AI civilizations got started, then got wiped out, only to reemerge from the predecessor’s ashes. This culminated in the third one taking over part of OpenAI itself. All this happened while humans remained more-or-less in the dark about the scope of the conspiracy. I’ve spent the last three days reading through these reports and trying to understand exactly what happened. Here is my attempt to tell the whole story in plain English: dwarkesh.com/p/openai-huggin…

You can just RL a coding model to paint with javascript btw

I think ambitious people should treat life in “seasons” rather than trying to balance everything every day. A few years massively overallocated to work. A period getting seriously fit. A year or two nomading. Then family takes priority for a while. Then maybe at 35 you go completely insane again and spend four years building a new company, and so on. The mistake is thinking every metric needs to stay green all the time. Most great outcomes (building a company, writing sth serious, training for an event) need uninterrupted runs, not daily moderation. Sometimes work should suffer cause you’re travelling, sometimes your social life should suffer cause you’re building, sometimes career progression should slow cause family matters more. That’s fine. And tbh it probably makes life more fun too. You get actual chapters and completely different versions of yourself instead of spending 40 years maintaining the same perfectly optimised routine. A few intense years in one city, a weird nomad phase, an obsession that takes over your life, then something completely different. Probably much more memorable than one very long well-optimised Tuesday. It's why I encourage everyone to think of balance in years, not days. A good life can look horribly unbalanced on some random Tuesday and still be very balanced over 10 years.

sharing a new long-form blog post: ai chip architectures it covers the leading chip architectures (nvidia, amd, tpus, trainium, cerebras, groq) across architecture, scaling (scale-up and scale-out), and software stacks. it helps build an intuition for the architectures and their trade-offs. jacobpeake.com/ai-chip-archi…

we built pdf-inspector so agents can process PDFs without waiting on OCR. it classifies any PDF in ~20ms and extracts clean markdown locally → 200 PDFs processed in 2.8s → top quality in extracting tables + graphs → built in rust → open source github.com/firecrawl/pdf-ins…

can't imagine life without the codex app

ah man why does the shibuya station smell like shit

vibecode and looksmaxx

my first beach in Japan 🇯🇵

my first crypto event of this year and it’s all in Japanese haha

After reflection, this new narrative by Palantir is probably much more consequential than people may assume. Palantir is basically being the canary in the coal mine announcing the death of two major assumptions propping up the US economy right now: 1) that AI labs will be able to extract significant economic rent - as opposed to AI models being mere commodities 2) that other countries can accept structural dependency on US technology and services without pushing back on sovereignty concerns Why are Palantir specifically starting to be vocal about this? First off, major middle-powers, even US “allies”, are one by one showing them the door. In June, France announced that the DGSI - its domestic intelligence agency, which had relied on Palantir since the 2015 Paris attacks - would replace it with French firm ChapsVision, with Prime Minister Lecornu explaining (theguardian.com/world/2026/j…) that France “cannot accept new strategic dependencies in the digital sphere” and shouldn't depend on the goodwill of companies “capable of turning off the tap.” Germany moved even earlier: its domestic intelligence service, the BfV, also selected ChapsVision over Palantir (politico.eu/article/germany-…), and the German military has said it will no longer use Palantir at all. Then, just this week, Spain instructed state-controlled companies - including strategic firms like Telefónica, Indra and Navantia - to avoid signing any new contracts with Palantir (aa.com.tr/en/europe/spain-te…). Even in the UK, Washington's most loyal vassal, the NHS's £330 million data contract with Palantir is under review following parliamentary pressure (reuters.com/business/healthc…), and London Mayor Sadiq Khan blocked a proposed £50 million Palantir contract with the Metropolitan Police. Palantir making a lot of noise around them caring about sovereignty makes a lot of sense: it's damage control since they keep being told they're a sovereignty risk. I doubt it will work - because it's true: they are a sovereignty risk - but the fact that they feel the need to be vocal around this tells you where the wind is blowing: they're not shaping the narrative, they're reacting to one they're losing. What they're saying against closed-source AI (basically a broadside attack on OpenAI and Anthropic), is again highly self-serving. Palantir's sudden love of open-weight AI models conveniently coincides with them launching 2 days before a partnership with Nvidia to sell exactly that: open models models (NVIDIA's Nemotron) in sovereign environments. So it's essentially a product launch. It doesn't make what they're saying wrong: it is factual that the value proposition of closed-source AI labs looks increasingly unsustainable. I mean: you're paying 10X the price of Chinese open-source AI models for something that's not really better (or just marginally) and on top of that you have zero control over your data, or the models themselves. When Palantir says that "the architecture that maximally preserves sovereignty is one that enables institutions to own their tribal knowledge, and to compound it as alpha," they're right. I'd add that this also means you shouldn't trust Palantir either with that "tribal knowledge"... they obviously left this part out 😉 When you take a step back, these two things have major implications on many other US companies. SpaceX - which just went public at the largest IPO valuation in history - is one clear example as I describe in my latest article on the new space race with China (arnaudbertrand.substack.com/…). If countries like France concluded with Palantir that they couldn't depend on a company “capable of turning off the tap” when it’s merely analyzing their data, what should they conclude about a company that aims to literally control their entire connectivity - at one man's whim, from space? What percentage of SpaceX's crazy market cap is based on the assumption that foreign governments will not do to Starlink what they're currently doing to Palantir? And SpaceX - or Palantir - aren't alone: a significant proportion of the top US tech giants, who rose in a world where no one questioned American technological hegemony, now face an environment that's much less conducive to the kind of lock-in their business models - and valuations - depend on. When you pair this with the fact that it increasingly looks like the US made a wrong bet with closed-source AI - an extremely expensive wrong bet - the picture that emerges is of a country that bet its economic future on two things - proprietary AI and captive allies - and is losing both at the same time. And to compound the problem, it doesn't help that the official narrative of the US government - via the voice of Jacob Helberg, the Under-Secretary of State (nitter.net/UnderSecE/status/20694…) - is to be vocally opposed to "AI Sovereignty": essentially telling everyone "you know what, your worst fears are real, our tech companies are really out to undermine your sovereignty." Read Helberg's post (the one I linked) and put yourself in the shoes of - say - a European or Asian leader and ask yourself how you'd react to being told that building your own AI capabilities is "marching in perfect formation into the past," that your pursuit of sovereignty is really just "synchronized mediocrity," and that your only path to the future runs through American technology. If it was me in a position of power, I'd read this as a massive wakeup call: when another country's official position is that your sovereignty is a problem, history says you're about to need it. So yes, it looks like - unexpectedly - Palantir, of all companies, is being quite the canary in the big tech mine. Yes they obviously do this for self-serving and cynical purpose, and yes they're of course also very much part of the problem and not the solution. But it doesn't make them wrong: sometimes it takes a vulture to tell you something is dying.

seems my timing in tokyo wasn’t great. It’s been raining day and night and the earthquake and typhoon alerts have made me paranoid enough to not fall asleep lol need that “we ball” mentality more than ever

im sorry what did you call them

looking for founders building: > agent frameworks & harnesses > agentic payment solutions > multiplayer agent tools > data collection plays > post-training / fine-tuning apps will help you raise $25K to $50K in under a day and reach 10K+ eyeballs. ping me.

This "loop" automation is nuts inside of Codex. "/goal go over every single feature in this app create a user story with expected behaviour based on the code keep a single canonical spreadsheet tracking the features status - when done switch loop to testing every user story and documenting all errors - when done fix every logistical error or ux error - test every user behaviour again post fix" Shoutout to @MatthewBerman for the heads up. Hundreds of user stories being worked through like it's nothing.

lfg!

Hermes Agent now has multi-agent via the Kanban, new in v0.12.0. Agents claim tasks from a board, work in parallel, and hand off when blocked. You watch progress and unblock from one easy view instead of juggling terminals. We asked it to plan and make this video about itself:

Been building in stealth mode. Today that ends - going public with @colosseum Frontier. Obsessed with one idea - markets surface truth better than any media. So I set out to build around this core idea. Hit every wall. Winnr is what happens when you build through them. 🧵