Accelerate toward the future
San Francisco
Joined September 2010
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Ryan McNutt retweeted
Bombshell story. The spy narrative is collapsing already.
Is there clear & convincing evidence that Alice Huang was a Chinese spy?
- AG says no. (“no conclusions reached”).
- CIA says no. (“not yet convinced”).
- DNI says no (“not entirely accurate and over-torqued”).
- Ranking Democrat on House Intelligence (incoming Chairman) says no. (“today, at least, I don’t know”). This was immediately after he was briefed.
Who argues otherwise? Anonymous officials tell CNN “it strains credulity to believe that she was not acting as an agent of the Chinese government — simply by virtue of the fact that she is a successful Chinese businesswoman working with one of America’s most powerful companies.”
This is their proof after a year of investigating and surveillance? That she was a “successful Chinese businesswoman”?
At this point, the only crime that we know for sure happened is the leaking of the classified memo. Who did that and why?
An investigation should be opened.
News: The US intel community is still working to understand the relationship between a Chinese businesswoman who had an affair with Nvidia CEO Jensen Huang and the Chinese government, with multiple sources telling CNN that the intelligence collected on her to date does not prove that she was acting as a spy for Beijing.
cnn.com/2026/11/12/politics/…
Ryan McNutt retweeted
🚨 A man who lives LESS THAN HALF A MILE from Google's data center in Clarksville, Tennessee, says noise and light pollution have NOT been an issue.
"Everybody's saying how bad they're gonna be... I haven't seen anything negative. I've only seen the positive side.”
Ryan McNutt retweeted
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter.
AI will transform every industry, power every company, and be built by every country.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty.
The world needs both frontier closed models and frontier open models.
images.nvidia.com/pdf/Open-W…
I hope Apple is playing the long game with the touchscreen MacBooks.
Moving us from thinking business is only done on a laptop to a removable tablet that “docks” for a keyboard
I would love to have 1 pro device that could fit a all of my needs instead of 5
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Ryan McNutt retweeted
this is insane
> get your genes sequenced
> upload it to your model
> it tells you how to stay healthy
> if you get sick
> get **custom** therapy designed
> manufactured at a lab
> for every disease you ever face
we are already in the singularity
Ryan McNutt retweeted
hell yeah!!! we don't need no gay economic growth or jobs. what America really needs is INDOOR TRAMPOLINE PARKS
I know they want to ban RSI but I doubt you ever can.
Whatever gets defined will just say what not to do, not what you can do.
There are more unknowns than knowns
For example weight space programming.
Would have ever thought you could program the weights directly with a model to get better results 6 months ago?
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Ryan McNutt retweeted
🚨 “I couldn’t tell they were running, they were so quiet.”
Montana Tech’s Robert Morris was stunned by the quiet, modern air-cooling systems at Quincy, WA’s data centers.
The farming town now has EIGHT campuses, helping fund schools, a hospital, and infrastructure while slashing property tax rates 70%.
Whatever you end up doing, don't remove the founder that built the empire. He made a mistake and has learned his lesson.
I doubt he intentionally knew that she was a chinese spy.
He wants to sell to China, which some people find to be controversial but I don't think he wants China to steal Nvidia tech.
I personally don't think we should pay any more attention to this. It is what it is, you can't change it, now let the guy keep cooking.
JUST IN: 🇺🇸🇨🇳 Nvidia $NVDA CEO Jensen Huang sends letter to employees after being targeted by female Chinese spy:
"I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did."
"I am fully committed to NVIDIA and will work to earn back your confidence."
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Ryan McNutt retweeted
Be careful what you wish for, America…
“The rest of the world is ready and willing” to build data centers - ARM CEO
Ryan McNutt retweeted
57% of voters think AI will hurt society.
I think 57% of voters have never had a doctor say "stage 4 cancer" to their face. I have.
- AI is what has allowed me to design a personalized cancer vaccine from my own tumor's DNA.
- AI is what lets me understand everything about my health and show up to appointments prepared.
- AI catches the stuff that slips through, like drug interactions, lab trends and the questions nobody thought to ask.
And this is just basic shit my dumb ass is doing on my own. We've only just begun to see its true potential.
Be scared of AI all you want. Just know the price of slowing it down gets paid by sick people. May not be you or your loved ones today, but it will be in due time.
When you're in extreme agony from a terminal diagnosis with death lingering, I sure as shit bet you'll be wishing that AI had developed a treatment so you could spend just a bit more time with your friends and family.
It is hard to understand influencers who are antidata center. Based on recent earnings, compute is wildly profitable.
If it keeps getting harder to turn on new data centers, I imagine free services will get cannibalized for highly profitable compute leases.
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Ryan McNutt retweeted
Just spent the last 7 days on the front lines of the vulnpocalypse fending off an active cyber attack on one of our products.
Some thoughts:
- Software factories are going to be required equipment for everyone. There’s just no way to keep up with the pace of highly automated adversaries without one.
- We were lucky because we had spent the last few months getting our software factory running well. It is nice to have for product development but proved to be absolutely essential this week.
- At the minimum you need to have a coding server in the cloud pre-provisioned with read only access to all your logs and all the services you depend on for observability. With that in place you are a prompt away from reasonably good situational awareness, ongoing monitoring with loops, and ability for coding agents to validate fixes against your actual, observed attack patterns.
- Shared coding server also unlocks multiplayer incident response where everyone can see every session and jump in as needed. Sharing session links that can be forked is much higher bandwidth than re-explaining things.
- You don’t need to be Ramp/Stripe/Uber scale to have a working software factory in the cloud. We are a team of 3. Ours is built with an @opencode server (thanks @thdxr!), a forked version of compound engineering optimized for automated workflows (thanks @kieranklaassen!) and a multiplayer agent in slack that handles crons (we have our own harness but pick your favorite here).
- To get our software factory up and running well, we had to stop all new product development for ~6 weeks and just focus on getting the validation systems working that enabled us to reliably shipping PR without human code review. This felt very painful in the moment but was totally worth the eventual speedup in velocity.
- KYC for @AnthropicAI & @OpenAI cyber programs is now easy and quick (at least for defensive access), but a day felt like a lifetime this week. Submit your app now before you really need it.
- Getting Mythos access unlocked a deeper level of analysis that helped us shift from reactive mitigation to proactive patching. Wish we had done this a few weeks earlier. Get started now!
Yall know that if cyber demand goes up because of AI, it just means more people will need tokens?
Which means AI -> more AI -> more AI….
This will be the biggest change ever. The use of AI will keep leading to the need and use of more AI
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Open source might actually win the frontier
The frontier models are companies attached and have to worry about how people downstream use them.
Open source gets to build a model, put alignment worries somewhat on the back burner and ship without concern because of how the inference, products and models are all separate.
In other words, the slowing down for alignment might cause more problems for those entities because open source doesn't want to not attempt but probably won't get sued.
What do you think?
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Ryan McNutt retweeted
How many GPUs do we need for 50% of the world to have an AI personal assistant?
Sam: "how many GPUs do you want working for you?"
Infinite.
My interview with Sam Altman (@sama):
0:00 Intro
0:52 When Will AI Discover New Treatments?
3:31 Why AI Hasn’t Killed Coding Jobs
11:47 Personal AI Assistants
15:39 Why Are We Busier Than Ever?
20:10 Why the AI Consciousness Debate Worries Sam
26:09 ChatGPT Is Too Agreeable
30:03 OpenAI’s Bet on Chips and Cheaper Compute
34:20 Why AI Needs a New Kind of Computer
37:41 Sam on Pressure: “Pick the Big Thing”
42:18 Why “AI Will Cure Cancer” Isn’t Enough
Ryan McNutt retweeted
One of my more controversial bets: the AI feed will be the form factor of 2027!
Most people don’t know what to prompt, and they won’t prompt their way into complicated agentic workflows. With chat, we ask users for digital labor: figure out what AI can do, explain the task, provide the context, repeat. That’s a lot to ask if we want billions of people using agents every day.
Meanwhile, people already spend hours in feeds. Twitter, Instagram, LinkedIn. They know how to scroll, discover something useful, and act on it.
An intelligent system that knows you should bring you the next useful action. Here’s the email you need to answer, already drafted. Here are the latest sales numbers, with an update ready to send to your team. You approve, edit, dismiss, or jump into chat to go deeper. That’s how people will discover what agents can do, without having to invent a prompt first.
And you can put ads in a feed, one of the biggest business models on the internet. A system that understands your plans can recommend a relevant restaurant, product, or service, clearly labeled as sponsored. You get a reason to come back every day, useful work ready to approve, and a business model to fund the agents doing it.
What a GOAT
Nearly 4 minutes of $NVDA CEO Jensen Huang tearing into the AI doomsday narrative and explaining why he thinks the predictions don’t stand up to scrutiny.
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Shots fired...damn talk about a move here
Please welcome GPT-6 Sol and GPT-6 Luna to the GPT-6 universe.
GPT-6 Sol and Luna build on the advances behind GPT-6 Astra, bringing much of its strengths into faster and more affordable models to support work at scale.
We’ve also made caching and inference more efficient, and we’re passing the savings directly to you: 50% lower API prices for Sol and Luna compared with GPT‑5.6 promotional pricing.
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