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.
Osinachi Okpara retweeted
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…
Osinachi Okpara retweeted
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
Here's mine. Installing it as an app gives you the best experience.🤭
sin4.ch
Osinachi Okpara retweeted
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.
Osinachi Okpara retweeted
This is a PWA, btw!
With full edge-to-edge dynamic Android theming, AND the nav bar is transparent! 🥹
FINALLY! 😭
At this point, who needs an Android app? 👀
This is a PWA, btw!
With full edge-to-edge dynamic Android theming, AND the nav bar is transparent! 🥹
FINALLY! 😭
At this point, who needs an Android app? 👀
First @moonshotbytc I'm attending where I'm not looking for a job! 😌
Thank you Lord!
Osinachi Okpara retweeted
Some interesting stuff from digging into @AnthropicAI's S-1 filing today:
- Claude Enterprise users who don't use Claude Code spend less than $75/month on average, but the top 5% who do use Claude Code spend roughly 20x as much
- They recently delayed pre-training a new frontier model for more than a month because they needed to improve security measures against model weight theft
- Over 80% of Anthropic's revenue in Q3 2026 came from model versions released within the preceding six months
- Anthropic expects to pay @SpaceX roughly $3.1B per month for compute once all contracted capacity comes online. They could effectively be paying $37B/year, up to $120.5B in total, but the contracts can be cancelled with 90 days' notice after early 2027
- Over 90% of contributions to Anthropic's own codebase in September 2026 were written by Claude. The average daily volume of code contributed per engineer in Q3 was 45x what it was in 2024
- Their five largest customers went from 36% of revenue in Q1 2026 to just 21% in Q3, but every single one of those five customers actually spent more in Q3 than ever before
- They recognized a $2B operating expense in Q3 just for matching employee charitable donations. It issued roughly 28 million shares in October to settle the obligation
- Their $42B Broadcom financing facility has an interesting clause. Normally, the notes carry 9% interest and convert into shares at a 10% discount, but if Anthropic misses certain revenue targets, the interest rises to 13% & the conversion discount increases to 15%
- Google has the option to purchase up to $10B of additional nonvoting Anthropic shares at the IPO price
- More than 11,900 customers now spend at least $100K annually with Anthropic. Over 1,900 spend $1M+ and roughly 250 spend $10M+
- Claude Cowork is seeing faster adoption than Claude Code did at the equivalent point after its launch