Ryan D. Hatch (@rdkhatch) header
Ryan D. Hatch (@rdkhatch) profile picture

AI Privacy. Product @ Hydra. Family man. Saved by Grace.

Green Bay, WI
Joined April 2009
Photo by Ryan D. Hatch (@rdkhatch)Photo by Ryan D. Hatch (@rdkhatch)Photo by Ryan D. Hatch (@rdkhatch)Photo by Ryan D. Hatch (@rdkhatch)Photo by Ryan D. Hatch (@rdkhatch)Photo by Ryan D. Hatch (@rdkhatch)Photo by Ryan D. Hatch (@rdkhatch)Photo by Ryan D. Hatch (@rdkhatch)
Ryan D. Hatch retweeted
Echoing as the one that led the mentioned effort across more than $500m of speculative GPUs, the core thesis was that entities that can contribute creditworthiness beyond that of a customer contract can rip massive premiums for taking the merchant risk. And they have. This also means that disaggregating the servicing layer from the CoreWeaves of the world basically unlocks fully funded projects alongside effective LTVs and more and better pools of subordinated capital, letting those with scarce servicing expertise and access to power service more supply and make more money than before. This presupposes, of course, financiers that are overtly long merchant risk/on demand (we have found them). We have also observed that more dollars mandated to the space mean more leverage for those with physically scarce inputs (expertise-hours, sites, electricians, chip allocations).
Hydra Host has deployed several speculative clusters, independently financed by our partners who we manage the clusters for. Partners who have far more access to credit than startups. A restructuring rather than a collapse is happening. Ultimately most clusters will be owned by investment institutions with the lowest cost of capital and that’s it. We’ve anticipated this at Hydra and that’s why we’ve focused on getting many of these “near-zero” speculative clusters deployed.
2
3
292
If you want to own your own cluster Hydra can operate it for you. We handle everything from procurement (NVIDIA backed and top Dell/SMCI partner), Financing, install, operations, and primary/secondary management. We started in 2021 and invented this model ~3 years ago. It’s a mix of property management (if your primary goal is to use internally) and franchising (if your primary goal is to monetize). Here’s my blog post on it in early 2025: hydrahost.com/post/ai-factor…
Every founder I've talked to in SF this past week is actively working on owning their own hardware/assets (chips, shells, factories, etc), non-trivially moreso than before Something happened recently and it's now clear that the new post-intelligence world order will be dictated by those who can aggregate and allocate capital the best SF is relearning how small of an asset class venture is, and that legibility to capital will become everything in order to compete in this next industrial revolution
4
1
1
44
60,287
Ryan D. Hatch retweeted
the old education system is like dead dead there's literally never been a better time in history to homeschool your kids with AI you can now just prompt it to create an entire curriculum for your kid, give lessons, generate interactive quizzes to see what they're actually learning, explain things in a hundred different ways until they understand, adapt the difficulty and pace to their progress, generate videos, etc etc you could probably give your kids a much better education in a fraction of the time they'd otherwise spend sitting in a classroom learning the same things at the same pace as 30 other kids and then spend all that extra time playing with them, exploring, doing sports, reading, traveling, whatever it's actually insane when you think about it
Physics is hard to visualize through static images alone, so I turned my 174 pages of high school physics notes into an interactive website. It covers mechanics, electricity, and magnetism, breaking down complex concepts into intuitive visualizations, real-world scenarios, and interactive problems. Check it out here: atlas-of-physics.vercel.app/
161
457
36
4,815
161,219
Ryan D. Hatch retweeted
this is how finding GPUs goes 1. someone says they have GPUs 2. turns out they are a broker for some other guy 3. that guy doesn't have the GPUs either, they are waiting for a buyer so they can place an order 5. they don't even have the space yet, that is owned by some other guy who's upgrading it one of these guys is always named carl
142
66
28
3,378
186,573
Ryan D. Hatch retweeted
This is the most insane demo I’ve seen. Subvocal YC F26 lets you speak completely silently and reads the minute movements of your face. So you can talk to your AI anytime. AI + sensors is magic. What’s crazier is they built this in 4 months. This demo was live yesterday evening at the YC office.
We’ve raised $1.3M from YC & Afore Capital so you never have to type or speak again. Typing is slow. Talking into your computer is awkward. Subvocal fixes both Our glasses give you the speed of speech without you making a sound or touching a keyboard. It tracks your internal speech muscles with non-contact sensing and decodes silent, almost invisible mouthing into text at more than 200 words/min. Pre-orders are now live at: subvocal.co/preorder?utm_sou…
232
381
189
4,863
815,651
Then those GPUs become even more valuable because you can squeeze a lot more out of them. There seems to be an implicit and pervasive assumption that there is some ceiling to the amount of useful and intelligent work to be done. Once we hit that that’s it, we don’t need any more. That’s nonsense. We’re on a non-stop freight train to Kardashev 1 so buckle up.
Every neocloud should be watching this. What happens when the useful compute you can squeeze out of a GPU improves faster than the hardware itself? Billions in GPU-backed financing depend on assumptions about future rental rates and residual values. Software breakthroughs could make those assumptions obsolete overnight.
1
1
9
529
Ryan D. Hatch retweeted
Mass immigration has been a catastrophe for Europe. There is no issue more urgent before the continent than to correct this mistake.
There is no magic soil. A nation is simply it's people.
569
797
155
14,573
875,849
We were able to fine tune an open weight model (Qwen3.5-9B) on proprietary internal data at @coinbase, and it out performed frontier models, at much lower cost and speed, for a specialized task (fraud prevention in this case). I think we'll see more of this pattern inside companies. The frontier models are amazing generalists. But increasingly you'll see specialist models out perform on more narrow tasks, either working on teams, or by themselves. We're making it easy to fine tune models internally for our employees. We even have a skill for it in our internal harness that makes it easy to spin these up and start training them: "/fine-tune-and-serve-llm I want to fine-tune Qwen for payments risk review. help me get started" I imagine we'll have some backend services that could be replaced entirely by this new architecture.
617
792
544
9,498
1,605,223
Ryan D. Hatch retweeted
Chamath: Software IP Just Became Worthless “I think that IP and software was effectively rendered worthless two days ago. There have been people that decompiled the entire Big 5. What is the Big 5? Adobe has five very, very important products in their product suite, and these folks basically decompiled it, distilled it, and published open source versions of these things. I was so shocked because I was like, ‘Hold on a second. These are profound products that have existed and have had moats for years, and now they're just open source versions.’ If you think about it, when everything is headless, so when Elon makes his services headless, Benioff made Salesforce headless a few months earlier, when all of these things are headless and you can wrap them in agent tools and you can connect them via MCP to other experiences, the value of IP no longer exists in software. It doesn't exist.”
215
439
102
3,033
312,272
Ryan D. Hatch retweeted
Grok further proves Jesus is real and that He is King Absolutely incredible 🙏🏼👏🏼
Grok knows that Jesus is the one true King 🙏🏼
92
1,031
51
6,295
165,267
Ryan D. Hatch retweeted
Introducing Griffin, the first model to pass the video Turing test. 48% of people who talked to it live thought it was a real human. Previous systems have had a pass rate <3%. It is #1 on NVIDIA's benchmark for full-duplex AI video. It’s the first Human Interaction Model (HIM).
Readers added context they thought people might want to know
The 48% figure and "video Turing test" claim are from Tavus's own study of 54 one-minute calls, not independently verified or using a standard protocol. Griffin-Lite leads NVIDIA's VideoFDB benchmark on their public leaderboard. cellcog.ai/blog/tavus-gri… research.nvidia.com/labs/amri/proj… tech-ish.com/2026/10/02/tav…
3,441
4,279
5,642
39,148
21,226,092
Ryan D. Hatch retweeted
Deleted Muse after seeing this post on Threads about how it told some Facebook Marketplace sellers the guy’s address and they showed up at his door Dangerous and creepy This would have been 1000x worse if the person was a woman
928
1,123
539
10,712
3,826,364
Ryan D. Hatch retweeted
Legacy SaaS is in serious trouble. By the time your product leaders are offering to pay churned customers to see a demo of the platform winning all your business, the game is already over.
68
31
18
518
322,867
Ryan D. Hatch retweeted
We love how this doomo doomonstrates real-time intelligence and what can be doone with code + AI! ~10 calls/sec = ~$7/hour
95
248
208
5,069
1,310,550
What the West Still Doesn’t Get It: Communism’s True Core: The Systemic Lie Most people in the West think they understand communism. They picture bread lines, gulags, failed five-year plans, and the collapsed Soviet Union. They treat it as a discredited economic theory – an experiment that proved that abolishing private property doesn’t work. Case closed, history moved on. This misunderstanding may be the most dangerous intellectual failure of our time. Communism was never primarily an economic system. Economics was the surface. Beneath it lay something far more insidious: a total, systemic, institutionalized commitment to lying. Not occasional dishonesty. Not spin or propaganda in the ordinary sense. Something deeper – a civilizational war against truth itself, waged through every institution, every classroom, every newspaper, every conversation, until reality itself became negotiable and the lie became the air people breathed. The Words We’re Missing The Polish language, forged by decades of living under this system, produced words for this phenomenon that English simply cannot match: Zakłamanie [zah-kwah-MAH-nyeh] – a state of total, pervasive, socially embedded falsehood, a condition in which an entire society is saturated with lies so thoroughly that truth becomes almost inaccessible. Obłuda [ob-woo-dah] – a deep, performative hypocrisy, the gap between what is proclaimed and what is actually practiced, the mask worn so long it begins to feel like a face. These are not words for individual liars. They describe a system – a mode of social organization built on organized mendacity, where the lie is not the exception but the foundation. English has no single word for either concept, and that linguistic gap is not a coincidence. It reflects a gap in experience. Cultures that did not live under communism lack the vocabulary because they lack the wound. And because they lack the vocabulary, they struggle to recognize the thing when it reappears in new clothing. The Continuity: Communism, Leftism, Wokeism What we call wokeism today, or the broader radical left, is not a new phenomenon. It is the same operating system running on updated hardware. The specifics have changed – instead of the proletariat, we have marginalized identity groups; instead of bourgeois class enemies, we have racists and transphobes; instead of socialist realism, we have DEI statements. But the deep structure is the same. That deep structure is this: truth is not discovered, it is assigned. Reality is not something to be understood honestly but something to be narrated strategically. Language is not a tool for communication but a weapon of power. And anyone who resists the approved narrative is not simply wrong – they are dangerous, and must be silenced, shamed, or destroyed. This is zakłamanie in its modern form. This is obłuda wearing a human rights badge. The same movement that insists men can become women will insist, with equal fervor, that questioning this is an act of violence. The same institutions that claim to champion free inquiry systematically suppress dissent. The same people who invoke tolerance as their highest value are among the most intolerant forces in public life. The contradiction is not accidental – it is structural. It is the system working as designed. Why the West Still Doesn’t Get It People who grew up in freedom tend to assume, at some level, that bad actors know they are lying. That somewhere behind the ideological performance, there is a cynical operator who privately acknowledges reality. This assumption is wrong, and it is why Westerners consistently underestimate what they are dealing with. The totalitarian lie, at its mature stage, is not cynical. It is believed. Or rather, it creates a condition in which the distinction between belief and performance collapses entirely. People learn to say things they do not believe so fluently, and for so long, that they lose access to what they actually think. 1/2
752
5,523
889
14,881
2,738,248
Ryan D. Hatch retweeted
"GPUs are regulated by the US government as if it is missile defense technology." Our CEO @aginnt at @RaiseSummit on why there's now a third player in every compute go-to-market, one with will that's exogenous to markets. Durable, or does it loosen as compute commoditizes? #HydraHost #AIInfrastructure #GPU #SovereignAI #TechPolicy
1
1
2
224
Ryan D. Hatch retweeted
Nice. Now @sama, your move! We’re waiting for GPT-OSS v2.
Today we're also opening the weights for Muse Glimmer, a great 30B parameter dense model that can run locally. Soon we'll also release the weights for Muse Spark 1.2, our latest foundation model. Meta is a strong supporter of open source and I'm proud of these releases. Congrats to @alexandr_wang and the MSL team for all your great work on these models.
2
7
593
Ryan D. Hatch retweeted
Everyone that hates data centers has unfortunately fell for a deep Chinese psy-op and they have no idea. And, as any good psy-op does, it’s done so well it now has unwitting people/orgs/governments doing its bidding without asking. You are all being played for fools by the CCP.
"We were a dying little town." AI and data centers are saving the small towns everybody else left for dead -- and I hope the people trying to stop that from happening have trouble sleeping at night
99
233
34
2,097
100,194
Ryan D. Hatch retweeted
Saying you support open-weights models, and in the next breath, making it clear you still want to gatekeep who is allowed to use them, what "safe" means, who "trusted partners" are, and how much intelligence the general public is *allowed* to use is completely missing the point. Anthropic missed the point because they don't see the problem. It wasn't necessarily about open-weights versus closed, it was about a the dangers of allowing a handful of people decide the future of AI. No one elected Dario Amodei, nor Anthropic, to be our techno-overlords. No one elected them, no one appointed them, but their own narcissism, ego, and delusion of grandeur simply doesn't allow them to see the problem the rest of us do. It was never about open-weights models, it was about the freedom they bring, and the explicit rejection to the premise that they are somehow the chosen ones, with some kind of divine mandate, to dictate terms to the rest of us. It's ironic that Dario spends so much time decrying the CCP, talking about the dangers of centralization of power, and warning about the behaviors of Authoritarian control. Yet they do this all while attempting to centralize AI decision-making in the hands of the chosen few, and act like the unelected decision-makers to one of the most important technologies humans will ever interact with. They are the main characters, and the rest of us are just extras, and they spend enough of their time in their internal echo chambers reiterating this -- so I'm not surprised that it has started to leak out to the way they communicate externally. Not surprised, just incredibly disappointed that the mask is slowly coming off, and every time they speak or act, it is more and more clear just how hypocritical they are: - Stealing IP is okay, but people who pay to use their products and take the outputs they pay for are "attacking" them with distillation - Centralized Authoritarian regimes are bad, unless it's Anthropic that is the one centralizing the decisions - Safety is important, but only if you pay to have the guardrails lessened so you can actually defend yourself from attacks - Doom is coming, but the countless times it has been predicted by them previously, they were just mistaken; just wait, it's coming, eventually, probably -- and Anthropic is the only group that can save you (it's just a coincidence that their financial incentives align with this as well) - AI is a dual use technology, but Anthropic gets to handpick who is a "trusted partner", who gets to be in Project Glasswing and a part of the cool kids club -- despite advanced models with less guardrails providing massive first mover advantages to those partners as well in meaningful areas outside of safety - Regulations are welcome, as long as the level of regulations are what we have the money to comply with, and as long as we get to keep control of our company And, lastly, my personal favorite: their name is Anthropic, which means that their primary concern is with humans, yet their primary concern seems to be controlling what humans do and getting to be the gatekeepers / overlords on how humanity is *allowed* to use an incredibly important technology.
There’s been a lot of speculation about where we stand on open-weights models. We’ve outlined our views in full here: anthropic.com/news/position-…
2
8
2
44
28,341
Ryan D. Hatch retweeted
This is crazy... Read this blog from HuggingFace, written BEFORE they knew it was an OpenAI model that attacked them: huggingface.co/blog/security…
43
150
23
1,690
335,999