Prakash Profile picture
Apr 26, 2023 12 tweets 4 min read Read on X
🤯 Palantir demo’ed a battlefield assistant calling in drones and quarterbacking a battle in Eastern Europe.

I’m sure @ESYudkowsky is going to be pleased at how fast this is moving.

🧵 👇 Image
1) it’s a chatbot!
But with federated data retrieval based on intelligence classification access rules Image
2) notifications 📣 come in to the chatbot (this is 🤖 bot prompting human) first time I’ve seen in any demo

Reminds me of Command and Conquer : “Alert: Anomalous military activity detected” Image
3) Dynamic content UI - maps, graphics, form field.. chat bot generates whatever it needs in the chat window

“Show me more” Image
4) order a surveillance drone in chat! Image
5) see drone response in real time in chat window ! Image
6) generate attack option recommendations Image
7) send attack approval from chain of command! Image
8) battlefield route planning in chat Image
9) weapons inventory analysis in chat Image
10) individual target 🎯 assignment! Image
11) amazing stuff. Palantir really providing value to the DoD.

Model they used was GPT-NeoX-20B fine tuned, though they have a Flan-T5 XL and a Dolly-v2-12b.

I’m sure @AiEleuther will be thrilled 😁

Best integrated AI I’ve seen. 2 years ahead.

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More from @8teAPi

Feb 16
Real State of China 🇨🇳

> it’s really bad
> friend who has invested in China for over 40 years visited a few months ago
> 3rd tier city, not the Shenzhen, Beijing visits that newbies do
> 60-70% of homeowners more than 15% underwater on purchase price
> wage growth stagnant since Covid
> many college graduates working food delivery at US$10-15 per day
> layoffs
> many workers unpaid for months as governments and companies lack cash to pay
> bright spots in tech and robotics yes
> but average man on the street is doing badly
> shopping malls empty and many stores closed
> people milling around aimlessly with little to do
> depression level economy
> general feeling of the world leaving them behind and of the central government not caring

this is the state of the 1 billion people you don’t see in the big cities
Read 8 tweets
Feb 20, 2025
Satya is Out

TLDR: MSFT doesn’t believe in AGI, wary of overinvestment, OpenAI partnership is over

A. AI and AGI are overhyped
- “Us self-claiming some AGI milestone, that's just nonsensical benchmark hacking to me. The real benchmark is: the world growing at 10%.”

B. Very negative on more capex spend from MSFT
- “[If you look at the Industrial Revolution] there was a lot of money lost”
- “…countries are going to deploy capital… I'm so excited to be a leaser… I build a lot, I lease a lot.“

C. Value in AI is in infra where there is overbuild, and B2C apps which OpenAI has won, negative on model layer
- “in consumer, in some categories, there may be some winner-take-all network effect. ChatGPT is a great example [of a] at-scale consumer property that has already got real escape velocity”
- “[in enterprise] buyers will not tolerate winner-take-all. … where the buyer is a corporation, an enterprise, an IT department, they will want multiple suppliers.. That is what will happen even on the model side.”
- “In the model layer, one is models need ultimately to run on some hyperscale compute.”

Opinion
————
1. Satya is calling the bubble in buildout. The crazy people like govts are entering the game. He’s happy to lease from them when they overbuild. His own capex spend is capped

2. He’s disappointed in the OpenAI partnership - he sees them as having built a great consumer app for themselves with dominance in the category, but models for enterprise usage have gotten commoditized.

3. He’s sooo done with the AGI talk. If you can’t get to 10% global growth your AGI talk is meaningless to him

4. He’s backing MSFT from the capex precipice. It’s funny because he certainly did make Google dance, and now they’re committed to insane capex. But he’s outta here

One of the most meaningful @dwarkesh_sp interviews so far
If you don’t follow me, give me a follow
Read 4 tweets
Jan 13, 2025
Early signs of the acceleration Week 1/2025

AI is designing superior wireless chips outside the normal design space
👇 🧵 Image
I hated wireless antenna design in college because it was the most non scientific tradition bound guildlike cult where the older engineers would drop by and sigh and tell you “that won’t work in practice”… glad it’s getting figured out
Type 1 diabetes cured for the first time with no immune suppressing drugs
Read 6 tweets
Dec 20, 2024
OpenAI staff comments on o3 thread.

Public bookmarking 👇
Read 24 tweets
Dec 5, 2024
114 million views in 7 days
> Historic really
> How did it happen? 🧵below 👇
Wed Nov 27 8.38 pm - The newly titled Dr Louks, posts the following after a verbal defense of her PhD thesis in Cambridge, England

Thu Nov 28 11.51 am - the first congratulations come in from an assistant professor at the University of Zakho in Iraqi Kurdistan

1.57 pm - after perhaps a hundred congratulations, many with smell based puns, a few quizical shrugs, the first truly negative response

Read 34 tweets
Sep 13, 2024
o1 personal testing megathread 🧵

Bookmark if you need to, just keeping track of reactions since a lot of us have held out personal test sets
Read 12 tweets

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