Osinachi Okpara retweeted
OpenAI's VP of Hardware Richard Ho gave me great insight into why using AI is an existential necessity for every company
An Interview with OpenAI’s Richard Ho on Why Jalapeño Is a Groundbreaking AI Chip taekim.substack.com/p/an-int…
Osinachi Okpara retweeted
Apollo's Torsten Slok is a classic example of the "sound smart" pundit who delivers buzzy hot takes that the media loves to quote, but he knows nothing about actual reality or the AI and tech business world. His charts are often disingenuous and lack context.
Replying to @stokel
Osinachi Okpara retweeted
Many of you don't understand how serious this is, so let me break it down.
In computer science there is a famous kind of puzzle called 3-SAT. You are given a long list of yes-or-no switches and a set of rules about how they must be arranged, and you have to find a combination that satisfies every rule. The obvious way to solve it is to try every combination, but each new switch doubles the number of possibilities, so a puzzle with a few hundred switches would take longer than the age of the universe to brute force.
For decades, the smartest people in the field found clever tricks that made this a little faster, but every trick still hit the same wall: the time required kept exploding as the puzzle grew.
About 25 years ago, two computer scientists, Russell Impagliazzo and Ramamohan Paturi, working with Francis Zane, turned that wall into a formal idea.
They proposed the Exponential Time Hypothesis, which says this explosion is not a failure of human cleverness but a law of nature. No algorithm, however brilliant, will ever solve 3-SAT without the time blowing up exponentially. Nobody could prove it, but almost everyone believed it, and it became one of the foundations of modern computer science.
Researchers used it as a measuring stick. If you could show that solving some other problem quickly would also crack 3-SAT quickly, you had shown that problem was hopelessly hard too. Hundreds of papers, across scheduling, graphs, logic and much more, rest on this one assumption.
Now an internal AI model at OpenAI claims to have broken it. It says it found an algorithm that solves these puzzles meaningfully faster than the hypothesis allows, and it has checked the proof in a computer verification system called Lean.
And here is the remarkable part: the very people who proposed the hypothesis, Impagliazzo and Paturi, along with MIT's Ryan Williams, are now leading the public review of whether a machine has disproved their own idea.
So what happens next? If the disproof holds, a large part of theoretical computer science has to be revisited.
Every result that said "this problem cannot be solved faster, assuming ETH" loses its foundation, and researchers will have to work out which of those walls were real and which were simply where we stopped looking. It does not mean everything becomes easy. The new algorithm is still slow in absolute terms and this is not the famous P versus NP problem being solved.
But it means our map of what is possible was wrong in a place we were very confident about, and it was an AI that redrew it. If the disproof fails, the hypothesis survives and the field breathes out, but we will still have watched an AI produce serious, checkable work on one of the deepest questions in the discipline, closely enough that the founders of the idea had to take it seriously. Either way, something has shifted.
Osinachi Okpara retweeted
First @moonshotbytc I'm attending where I'm not looking for a job! 😌
Thank you Lord!
Osinachi Okpara retweeted
I built 𝚌𝚙𝚞-𝚌𝚑𝚊𝚝, a reproduction of @openai's findings of covert communication using the CPU.
It runs on a generic host with 2+ Firecracker microVMs with no internet access. Works on x86 and even my M5 chip.
I was able to chat via 3 separate mechanisms:
① CPU contention
② Cache eviction timing
③ DRAM bandwidth contention
… across multiple CPUs, defeating all Firecracker's production recommendations (no SMT, no KSM, tenants pinned to different cores.)
Essentially, if shared hardware is involved, there's a good chance your agents can communicate covertly. And with really decent latency.
The good news: this is decidedly different from a *side-channel attack* where the agents could steal information (Meltdown/Spectre), a category of attack that providers like Vercel Sandbox mitigate. Further, in our real-world environment, these 'whispering' techniques are much harder to pull off and easier for us to monitor and detect (sampling hardware counters + lots of at-scale statistical data.)
Noteworthy: ironically, OpenAI and Anthropic's models refused to do this work. Open weight models got the job done. I'm worried the labs' stance might backfire and get in the way of helping developers build correct and secure systems. e.g: building a secure sandbox requires having this kind of analysis, and without it, we'll have a less secure world.
Some entertaining highlights from wheresyoured.at/wheres-the-m… 20 months ago:
- "Anthropic has projected (made up) that it will make at least $12 billion in revenue in 2027"
- "This company is not worth $60 billion. Anthropic has raised $14.7 billion to create an also-ran Large Language Model company"
- "Anthropic, much like OpenAI, has categorically failed to productize its Large Language Model"
- "Its CEO is also a sleazy conman who, like Sam Altman, continually promises that his company's AI systems will become powerful and autonomous in a way that they have never shown any possibility of becoming."
- "Any investor in Anthropic needs to seriously consider what it is they're investing in. Its products are both unpopular and commoditized, and it lost $5.6 billion last year! Stop dancing around this fact! Stop it!"
- "there’s a lot of demand to put AI in stuff and some demand to buy stuff with AI on it by enterprises buying software, but little evidence to suggest significant user adoption or usage, I’d argue because Large Language Models do not lend themselves to features that provide meaningful business returns."
- "When a company uses the term “agent,” they are intentionally trying to be deceitful, because the term “agent” means “autonomous AI that does stuff without you touching it.” The problem with this definition is that everybody has used it to refer to “a chatbot that can do some things while connected to a database,” which is otherwise known as a chatbot."
- "It isn’t working. The users aren’t there. The revenue isn’t there. The best time to stop this was two years ago, and the next best time is as soon as humanly possible. I have said that generative AI is a group delusion in the past, and I repeat that claim today."
- "we are approaching the limit of what the transformer-based architecture can do, if we haven’t already reached it. No amount of beating off about test-time compute and connecting Large Language Models to other Large Language Models is going to create a new use case for this technology"
- "generative AI is OpenAI. The consumer adoption of this software has completely failed, and appears to be going nowhere fast. ChatGPT is sustained entirely on deranged, specious hype drummed up by a media industry"
... and my favorite ...
- "I will keep writing this stuff until I’m proven wrong."
Osinachi Okpara retweeted
I have published a 60+ chart analysis of the Anthropic S-1. I'll show here some of my favourites.
Deployed here: ant-s1.surge.sh/
Anthropic made an operating profit of $974m in Q2 2026
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Osinachi Okpara retweeted
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Osinachi Okpara retweeted
Wonder what % of global Claude capacity is going into analysing Anthropic’s S-1 right now.
Osinachi Okpara retweeted
It’s out openai.com/index/building-sc…
I don’t rly think this release for us. If ur reading this post u will probably never select Terra for ur work unless ur building an agent into a product
This is however huge for the $20/mo. subs and normal people just using chatgpt, they were stuck on I think 6 sol and this is much better than that
It’s a solid model, I don’t really have any complaints (speed, price, perf, efficiency, computer use, it’s all great). The problem is it’s boring as hell and we really badly need something big and new from OpenAI
GPT-6.1 Terra: delivering fast and capable computer use at a lower price.
GPT-6.1 Terra understands what’s on screen, takes action across apps, writes naturally, and is a more capable model for your whole workday with the efficiency to take on more of it.
🤖 Made with AI
Osinachi Okpara retweeted
We're living in a horrifying, fascinating new era of Silicon Valley where:
1. You can build a startup in 9 months, get acquired (but rly acquihired) by OpenAI, Anthropic, or Cognition, and walk away a multi-millionaire
2. You can join the right company at 22 and become effectively post-economic
And I don't think we've even begun to grapple with the degree to which this is warping an entire generation's relationship with money, ambition, work, and success.
When your peers are making generational wealth before 25, what does a normal career even look like anymore
One month into dating, her boyfriend’s startup was acquired by NVIDIA.
Our #1 SF Dating advice: Lock it in before the acquisition
Osinachi Okpara retweeted
People seem to forget how unprecedented this is
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
































