rat king 🐀

@MikeIsaac on X

Writes about AI. 88% of posts open with an observation. A typical post reaches 349 likes.

Remix their style

Posts: 49
Likes: 64K
Typical: 349
Best: 22K

What they write about

AI: 65%

How they open

observation: 88%
announcement: 4%
number: 4%

Every post of theirs in the library

rat king 🐀@MikeIsaac

amazon's internal A.I. coding assistant decided the engineers' existing code was inadequate so the bot deleted it to start from scratch that resulted in taking down a part of AWS for 13 hours and was not the first time it had happened incredible t.co

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rat king 🐀@MikeIsaac

the Rogan interview with Zuckerberg that dropped this morning is something to behold. basically him dumping years of anger at the media, the government, social discussion clearly all pent up for years and now allowing himself to do it because of Trump coming to power

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rat king 🐀@MikeIsaac

this has been leaking for a week in a very transparent way the government is upset one of its contractors is saying “we don’t want you to use our tools to surveil US citizens without guardrails” more interesting to me is how all the other AI companies don’t seem to care

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rat king 🐀@MikeIsaac

google earth rollback faster than i anticipated. genuinely surprised this feature made it out the door at all. not hard to see how there is a meaningful difference in "well anyone can generate altered AI mapping images" to "adding this as a button to a google-scale product"

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rat king 🐀@MikeIsaac

BIG changes in hiring practices just announced inside of Meta, per sources: No longer teams at meta devoted to Diversity, Equity and Inclusion No diversity working with outside minority owned supplier businesses No goals for hiring women and minorities w @kateconger

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rat king 🐀@MikeIsaac

i dont care who “wins or loses” in this Deepseek vs OpenAI fight but the argument that it is unfair DS trained off of american models is pretty funny “When we train our models off the entire open and closed internet IP it is cool. But that’s because you should be America first”

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rat king 🐀@MikeIsaac

so at 3 in the morning on thursday, someone at twitter decided to reprogram its AI chatbot, Grok, with what amounts to Slipknot-lyrics-as-worldview-on-authority now it cant tell you about timothee chalamet's acting career b/c it wont believe "da media"

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rat king 🐀@MikeIsaac

very nice piece by @RonanFarrow and @andrewmarantz on OpenAI drama of the past few years cannot tell you how many people, three years ago, flat out denied many of the things they're now copping to in this article what a difference a few years makes t.co

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rat king 🐀@MikeIsaac

can anyone give me a reason why OAI would say "No thank you Apple, we do not want our models to power Siri across 2.35 billion active apple devices" ? honest Q if there's something im missing. because this screams like a "you cant fire me i quit" leak

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rat king 🐀@MikeIsaac

Meta is going full bore with pushing other companies to add the same restrictions it will add to its apps as a part of settlement: Meta plans to run this copy as a full page print advertisement in the Washington Post, Los Angeles Times and the New York Times tomorrow morning

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rat king 🐀@MikeIsaac

Lmao altman says there was a meeting at tesla during the evening about folding OpenAI into tesla for AI research and then "a LONG long period of time with Elon showing us memes on his phone." the court reporter has to ask him to repeat "MEMES ON HIS PHONE" loudly

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rat king 🐀@MikeIsaac

im a bit slow so forgive me but im not exactly sure how "you can only create AI generated nonconsensual porn or violence if you pay us" is a solution that will calm anyone who was upset about this

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rat king 🐀@MikeIsaac

SpaceX claims a $28.5 TRILLION market let us look at Musk's pitch deck to banks for the twitter takeover in 2022, he said he'd create a $10 billion dollar subs biz by 2028 today, ad revs down 75% & subs biz is 6.4 million, (generously, $375 Million) the numbers are hogwash

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rat king 🐀@MikeIsaac

of all the folks opining abt AI on twitter, Colin is one of the ones who reliably tests in public instead of just prognosticating so i take his POV seriously when he points to why this insane stuff might have happened today

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rat king 🐀@MikeIsaac

Zuckerberg just sent out a company wide email addressing the layoffs, which i've obtained from a few sources in it he expresses his "gratitude" and that it's "sad" to say goodbye to folks but that now is the most "dynamic" he's seen teh industry and that "success isnt a given"

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rat king 🐀@MikeIsaac

narrative for a while was "apple is behind on AI" — which was true when siri was a bust after trying in house but now they're in a position where they're not spending the insane amounts of capex the other hyperscalers are AND using their models for siri dumb like a fox?

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rat king 🐀@MikeIsaac

openai has been sucking a lot of the oxygen out of the room (at least for me) but shit is mega bad vibes over at meta right now t.co

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rat king 🐀@MikeIsaac

even if i werent a journalist who worked at the outlet he's referring to, this is such a reductive way to look at the internet and news if you choke out the sources that produce new information, over time that goes away and the void is filled with crap (pushed by paid accts)

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rat king 🐀@MikeIsaac

OpenAI buying TBPN story is, to me, the biggest proof point yet of CEO frustration with mainstream media coverage of tech at a time when consumers are growing increasingly skeptical of the effects of AI on society i see this as a marketing expense t.co

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rat king 🐀@MikeIsaac

imagine making this statement with a straight face after dropping a director’s mostly finished film at least be honest and say “yeah we did a deal with openai and have to ditch you, sorry” weak shit

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rat king 🐀@MikeIsaac

i get substack has to position this as a win for independent media and 'you too can grow a blog into an exit that creates generational wealth' but pretty hard to replicate the political realities of "Paramount needs to make the FCC happy under Trump II" as a startup outcome

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rat king 🐀@MikeIsaac

last thing on meta and ill shutup the naked cynicism with which they rolled out this announcement has been pretty remarkable for decades any messaging on policy change has been as anodyne as possible from orchestrating with Fox News to trashing past partners, that era is over

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rat king 🐀@MikeIsaac

the Meta settlement money figure is a rounding error compared to Meta's annual capex on AI — especially when it's amortized over the next *ten years* but these required product changes could actually significant if they are enforced, not easily bypassed by kids

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rat king 🐀@MikeIsaac

meta mad at this story b/c the company has stressed it has this is still "exploratory" but you have to admit that using a Foucault photo to test the facial recognition code is pure poetry

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rat king 🐀@MikeIsaac

good faith question: the glass half full on SpaceX signing the google deal to rent servers is that it's real ARR the glass half empty — and i dont know the answer to this — is has xai given up on model development and just selling capacity as a neocloud now?

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rat king 🐀@MikeIsaac

idk who is on retainer doing apple ads these days but this feels like a big miss in a way i havent seen in forever didnt bother me since most ads occupy a space that exists between white noise and chum in my brain but a large # of people really pay attn to everything apple

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rat king 🐀@MikeIsaac

some news: it turns out 34,000 Instagram accounts got hit by a Meta AI exploit the other day, per internal company docs hackers also used a senior "Space Force" official's account to post anti-Iran war messaging in the voice of "Hanoi Hannah" t.co

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rat king 🐀@MikeIsaac

the meta-story of today (lowercase M) is how all three big AI companies rushed to whip their shit out for IPO land all within the span of a few hours the bakeoff btwn SpaceX, OpenAI and Anthropic public offerings this fall is going to take years off my life

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rat king 🐀@MikeIsaac

the Department of Justice filed what it calls an "historic" letter of interest in the NYT vs OpenAI/MSFT lawsuit, supporting OpenAI. Trump admin argues it is in the "national interest" to support OAI in the copyright case. NYT sent us statement with vigorous pushback below:

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rat king 🐀@MikeIsaac

incredible tweet from ceo of perplexity, the AI search engine that has ticked off a number of publications, for a few reasons 1. reporters already not happy w/ them 2. NYT (and others) recently served them with a C&D 3. they are supposedly on a charm offensive with the press

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rat king 🐀@MikeIsaac

NEWS: Reddit files a lawsuit against Perplexity and three other data scraping companies, accusing them of unlawfully scraping Google for reddit data inside the cottage industry of data scraping and reselling to the biggest AI labs to train their models t.co

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rat king 🐀@MikeIsaac

alt head: cash-suck business propped up by rabid AI investment fervor absorbs other weak business that was valued at a fraction of its acquisition price until the owner became defacto POTUS numbers are all basically made up by investors who are desperate to get in the rounds

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rat king 🐀@MikeIsaac

nights like the m*t gala make me realize being in SF might as well be another planet me tweeting "openAI STUNS in abandoning restructuring plan" while popcrave posts photos of fka twigs as the cheshire cat

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rat king 🐀@MikeIsaac

cuts coming to Meta's Superintelligence Labs today. around 600 people to be hit among the few thousand that work in the division Alex Wang, chief AI officer at meta, sent memo out to staff this morning

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rat king 🐀@MikeIsaac

after this went wide, Amazon vociferously shat upon this story — which detailed the company's internal issues with humans using AI tools and accidentally taking down some of its services now they're making changes to deal with the problems that comms said they werent having

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rat king 🐀@MikeIsaac

real question: what products that OpenAI has shipped over the past, lets say three years, still exist today or are continuing to be actively developed and prioritized? in my mind the company is now basically ChatGPT, model development and Codex. but tell me what im missing

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rat king 🐀@MikeIsaac

judge Gonzalez: "I suspect that there are a number of people who do not want to put the future of humanity in Mr. Musk's hands. But we're not going to get into that. This is not a trial on the safety risks of artificial intelligence."

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rat king 🐀@MikeIsaac

fascinating how OpenAI speedrunning being Facebook when projects & spinoffs flop, you tuck them inside the main app that everyone actually uses and hope people dig around what they may soon find is how hard that was for FB (you look at how much stuff is buried in submenus)

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rat king 🐀@MikeIsaac

truly fucked up. feel for every reporter and editor who works there they can most assuredly blame the management team that decided to build a media startup based on a version of the internet that no longer exists

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rat king 🐀@MikeIsaac

lmao -- OpenAI's lawyer piped up and both him and Musk's counsel started raising their voices until the judge said they all need to shut up nothing like being dressed down as an adult

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rat king 🐀@MikeIsaac

OAI waits to see where wind blows in showdown with pentagon. anthropic doesn’t flinch, get lots of cred among developer community yesterday we see open letter from rank and file at OAI/goog support anthropic. now, OAI writes this designed to leak to claim some goodwill funny

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rat king 🐀@MikeIsaac

in his email Zuckerberg says "we do not expect other company-wide layoffs this year" i think "company wide" is probably an important modifier here but we will see i guess

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rat king 🐀@MikeIsaac

were this not "ex apple employees raise a quarter billion dollars to eliminate the smartphone" the expectations may have not been so sky-high make it a kind of permanent beta product and dont position it as a smartphone killer right out of the gate

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rat king 🐀@MikeIsaac

because i cast a mountain’s worth of shade at SpaceX IPO pitch and fair is fair, the numbers thrown around for total addressable market (or TAM) are so funny either you buy into the argument that this will eat the economy or you dont. but the street no longer flinches hearing it

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rat king 🐀@MikeIsaac

it is pretty funny to be like "oh damn the deal we cut sucks, time to sue you" also reminds me of the Square/Starbucks deal from years back, in which square thought it was getting a distribution coup but they negotiated poorly and ended costing them $$$ (no lawsuit there tho!)

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rat king 🐀@MikeIsaac

the most useful thing about the "citrini report" — now referenced like some clandestine dossier — was the way it showed how little the market seems to actually understand about AI if a blog post equivalent to Herbert-level fanfic can swing indices that much, we're in trouble

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rat king 🐀@MikeIsaac

per murati's texts: as OpenAI was "imploding," OAI execs including her were worried Demis Hassabis would go on a recruiting spree and DeepMind would come out on top Musk also constantly worried about Hassabis before he left OAI Key theme: everyone's worried about Demis!

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rat king 🐀@MikeIsaac

News — in an interview, Mark Zuckerberg blasts "centralization" of A.I. power and calls out some of the "doom" from other leading A.I. labs...i.e. Anthropic and OpenAI (though not by name) w/ @elitanjourno t.co

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rat king 🐀@MikeIsaac

NEWS: OpenAI to buy Jony Ive's independent startup called io in a $6.5 billion deal — Ive will assume creative responsibilties across OpenAI and io to develop a new generation of AI hardware devices Ive's design studio, LoveFrom, to remain independent t.co

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