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Eric Faust

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@ehfaust

Founder @Nitrograph
Joined February 2012
208 Following 4K Followers 81 Posts

Latest posts 5

Eric Faust Verified account @ehfaust
The ultimate moat for frontier labs is regulation.

That much is obvious.
Sam Altman Verified account @sama Sep 12
I agree with Dario that we need to pace the frontier. This has been a primary topic of discussions we've had at OpenAI in recent weeks.

Committing to having independent evaluators with employee-like access is a great idea, and we will do the same. We'll have more to share soon.
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Eric Faust Verified account @ehfaust
Seeing an uptick in usage on @Nitrograph since Grok Bot Launch.

One API, 10,000+ Services. Grab your API key, give it to your Grok Bot, and take it for a spin.

Also works with every other harness, and has extensions in app store for ChatGPT and Claude.
Eric Faust Verified account @ehfaust
Everyone thinks AI is creating a bubble.

Meanwhile there has never been more contracted demand for infrastructure in human history.

Dot com bubble was the opposite. Built the supply, prayed for the demand. Most of it sat dark for a decade.

AI inverted it. The demand is signed and screaming. Chips allocated years out. Data centers leased before ground breaks. Turbines sold out into the 2030s.

2000: price above value. A bubble.
2026: demand above capacity. A bottleneck.
Bubbles pop. Bottlenecks get paid.
Barchart Verified account @Barchart Aug 4
Oracle's $ORCL risk of default has soared to its highest level in history, surpassing the peak of the Global Financial Crisis 🚨 🚨
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