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What a great post.

Some points that stood out to me:

- Progress is iterative and driven by a seemingly bottom up, meritocratic approach. Not a top down master plan. Essentially, good ideas can come from anywhere and leaders are promoted based on execution and quality of ideas, not political skill.

- People seem empowered to build things without asking permission there, which seems like it leads to multiple parallel projects with the promising ones gaining resources.

- People there have good intentions. Despite public criticism, they are genuinely trying to do the right thing and navigate the immense responsibility they hold.

- Product is deeply influenced by public sentiment, or more bluntly, the company "runs on twitter vibes."

- The sheer cost of GPUs changes everything. It is the single factor shaping financial and engineering priorities. The expense for computing power is so immense that it makes almost every other infrastructure cost a "rounding error."

- I liked the take of the path to AGI being framed as a three horse race between OpenAI (consumer product DNA), Anthropic (business/enterprise DNA), and Google (infrastructure/data DNA), with each organisation's unique culture shaping its approach to AGI.



> I liked the take of the path to AGI being framed as a three horse race between OpenAI (consumer product DNA), Anthropic (business/enterprise DNA), and Google (infrastructure/data DNA)

Wouldn't want to forget Meta which also has consumer product DNA. They literally championed the act of making the consumer the product.


Jokes aside, it was interesting to me that the 'three horse race' excluded a company who is announcing 5GW data centers the size of Manhattan[0].

[0] https://techcrunch.com/2025/07/14/mark-zuckerberg-says-meta-...


And don't forget xAI, which has MechaHitler in its product DNA


lol, I almost missed the sarcasm there :)


"Hey, Twitter vibes are a metric, so make sure to mention the company on Twitter if you want to be heard."

Twitter is a one-way communication tool. I doubt they're using it to create a feedback loop with users, maybe just to analyse their sentiment after a release?

The entire article reads more like a puff piece than an honest reflection. Those of us who live outside the US are more sceptical, especially after everything revealed about OpenAI in the book Empire of AI.




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