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John Borthwick

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@Borthwick

betaworks.com Joined August 2006
4.7K Following 36K Followers 8.9K Posts

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John Borthwick Verified account @Borthwick
The coming wave of malleable hardware
Daniel Fogg Verified account @danielfogg Oct 22
What if you could change device behaviour, just by talking to it?

Create an app. Change it. Edit it. Add personal context. Then completely reinvent what the device is for.

WORKS is our limited release of the first ever Promptable Products - physical devices inhabited by AI agents that understand what you want and do what you mean.

WORKS launch in November 2026.

This is a demo (using a ESP32 device from @M5Stack) showing one possible experience you can create.

We’re building @inanimate_tech in public.

Jump in, it's gonna be weird.
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John Borthwick Verified account @Borthwick
Love television, been using for a bit -- great interface for managing persistent agentic workflows
Stephen Hood Verified account @stlhood Oct 2
TELEVISION is now open source and available to everyone. think: ChatGPT Space but runs on your agent and any model. we’ve been cooking and testing with alpha users, excited to finally share it with you all. the next personal computer is coming. LFG. television.run
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John Borthwick Verified account @Borthwick
Mario Draghi on Europe difficult choices re; AI. AI could add 0.3+% points to productivity growth -- yet the EU desperately needs to invest in infrastructure and find ways to bring its data assets to bear.

Draghi misses is the role that open source could play accelerating deployment while retaining sovereignty

ft.com/content/f054f9…
www.ft.com Europe’s difficult choices on AI Data is the one area where it can still be sovereign and it has the greatest potential to generate growth
John Borthwick Verified account @Borthwick
Softpower point important -- many missed the importance of the social power of the network
Nathan Lambert Verified account @natolambert Sep 9
I never got to comment on Nvidia-HF because I was OOO, but something that struck me is how HuggingFace is a steal for Nvidia. HuggingFace's core ability is understanding how to influence the discussion and direction of AI, relative to their resources.

For Nvidia, who is so rich and powerful, this ability is worth easily the ~$10B they paid, but every year. There are many sources of capital other than just hard cash -- HuggingFace is rich in those sources of soft power. It'll be a challenge for Nvidia to keep that culture and to foster it, but that challenge will be valuable growth for the company.

Nvidia is a better buyer than one of the three clouds, as the clouds would feel more pressure to make money on it, to compete directly with github, etc. HuggingFace should now be given the directive of Jensens ambition, to be free from having to think of themselves as a "functioning business unit" and to be the most powerful comm's army in the AI discourse of all time.

HuggingFace should be free to win the hearts and minds of the next 100 million AI developers, and I'm excited to see it happen. Having worked at HuggingFace, and stared down the barrel of making the company work as an independent public entity, this outcome should've been seen as somewhat inevitable.

Congrats again to @Thom_Wolf @julien_c, @ClementDelangue, and all my friends at @huggingface for making something with such incredible value. Much of the culture was about creating value for the whole community, rather than capturing it for HuggingFace. This is now in line with Nvidia's "all-in" bet on open models (so intelligence isn't monopolized), and this next part of the chapter will be fun.

My first day of work at HuggingFace, fresh off a red eye in Paris, still feels like yesterday (2022). When I posted the prediction below, last year, I actually got hate for it. lol.
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John Borthwick Verified account @Borthwick
Agreed ~ better american open models, specialized and general will expand the market for both open & closed
Gavin Baker Verified account @GavinSBaker Sep 4
The Hugging Face acquisition is important for America and I think Nvidia will be a good steward for the ecosystem. The Poolside transaction may end up mattering even more.

I think Jensen is likely to bring American open-weight AI to the frontier, which is going to be awesome for America. We might see a multi-billion $ training run from Nvidia in the next 18 months for Nemotron v5-6 that is easy for customers to post-train and optimize for their own use case. Would be cool to see a 10 trillion plus parameter American open-weight model.

If the best open-weight base is American, cheap to run, and actually post-trainable, then people, companies, labs, and governments can own their own intelligence instead of renting it from a company that might not share their values.

Would be good for freedom to have a rich variety of AIs that reflect our own individual human preferences.

And for the sake of the clarity, I think cheaper, specialized open-weight intelligence might end up making frontier tokens more valuable!
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