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MTS
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MTS

@MTSlive
Chronicling the singularity
mts.now
mtslive.substack.com
Joined March 2026
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    MTS
    @MTSlive
    3h
    FULL INTERVIEW: Jerry Tworek says AI researchers now tell each other they have a last few days of work left, so work while you still can. He gives it two years before humans stop being a meaningful part of AI research. @MillionInt spent 7 years at @OpenAI, where he led o1 and o3
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    @MTSlive
    1h
    SF Compute CEO @evanjconrad lays out his AI investment thesis: anything the models touch, you should buy "All that the models touch you should buy. Not financial advice, sir. You should basically assume that the models will go and be hooked up to a bunch of things. The moment
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    @MTSlive
    1h
    SF Compute CEO @evanjconrad explains why the AI compute boom won't stop at GPUs: anything models touch is going to sell out "There's a trillion dollars, or trillions and trillions of dollars that is flowing through here. If you are a company today, a really reasonable strategy
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    @MTSlive
    2h
    SF Compute CEO @evanjconrad on his contrarian thesis that OpenAI and Anthropic won't eat the world, everyone will become OpenAI and Anthropic instead: "Our impression is not that OpenAI and Anthropic will eat the world, it's that everyone will look like OpenAI and Anthropic.
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    MTS
    @MTSlive
    2h
    SF Compute CEO @evanjconrad breaks down why auto research kills the AI talent moat: "A lot of people haven't woken up to auto research as just an early thing that probably will take off. My impression is that you're gonna get the models themselves that will train the models.
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