Karpathy’s 2025 retrospective is the clearest articulation I’ve seen of what foundational AI labs are actually building. We’re not “evolving animals,” we’re “summoning ghosts.” LLMs have completely different optimization pressures than biological intelligence. Humans evolved

https://t.co/fwkKdZ0j54

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Bring your drums out people. We now have our own AI Karl Marx [writing AI-Kapital]. Seriously read this. If you are a think tank or a policy shop and you don't get this write-up, I am going to call you out for being un-informed.

Lol. Predicted this years ago. Even had a name for it as coined by @andymukherjee70.

When the poor do not grow to the middle, the elites cease to matter because what matters is not aggregate growth but it's distribution. By favoring the octopus class , we have made them irrelevant even at home.

The WSJ newsroom agreed to take an AI vending machine. Then they declared psychological warfare on it.

This is not lossy compression - It is word compression that packs all that is wrong on the dream of more indian middle class that no generative AI can beat [without retraining of course].

The immigration backlash happened in US because H1B workers were seen as replacements for natives, who were forced to train them as their replacements. Now what if this happens *at scale* to everyone everywhere but by AI immi-agents imported by AI companies? Social unrest!

We point out that Stable coins are a proxy for Crypto which signals GoI that there is a (falling for hope) segment of population from which more tax can be collected. That is their purpose in our financial system, which is our disagreement with DG's statement in mint enclave.

To repeat a point: an executive-controlled parliament is not a meaningful body in any sense, and unfortunately the Indian Constitution designed Parliament in a way that it would be under executive control.

Software engineering has radically changed in the last two years. The execution is less of a problem. Decision making and steering teams are the major new challenges.

This!!! The hardest skill to learn is to say No. Cruft accumulates and cleaning is often deletion and reconciliation much less addition.

In 3-4 years, the most valuable job will be the job of deletion and reconciliation. Engineers who have the right influence to delete and simplify will be rewarded the most.

I have often argued with @ssmumbai that much of India's growth is a side effect of Pax Americana. Even our vaunted (or haunted) KYC regime is because of our association with Pax Americana. That era is done, and we are left with the last embers of it. What comes after is fumes.

Curating Playlists for Dopamine, Growth, and Disorder From the RBI’s shift to a post-cycle policy regime and India’s curious growth–inflation mix, to trade dynamics with the US, Mexico, Canada, and Russia, the pieces this week trace an economy in recalibration. They explore

Well, in India... 🙄

https://t.co/kEt8iLDAVE

Last quarter I rolled out Microsoft Copilot to 4,000 employees. $30 per seat per month. $1.4 million annually. I called it "digital transformation." The board loved that phrase. They approved it in eleven minutes. No one asked what it would actually do. Including me. I

There’s a fundamental shift in how the Internet works taking shape right now. This week, Anthropic has opensourced the Model Context Protocol and Google has “industrialised” it. The foundations of how AI agents will interact with the entire Internet are quietly being put into

100% accurate. Have tracked this for 5+ years going back to 2019-20 period. Muling their bank accounts and Identity is the one asset they can rent out. Participating in the Cyber Crime Enterprise is another way.