Alex Volkov

Theres only 1 place to be in SF tonight! @CoreWeave brings Miami to SF!

As every Thursday, but a different time 11am pacific - DevDay, CW fully connected, Sandboxes, Physical AI, the agentic Loop & tons more! 🔥 show planned for yall

Tomorrow - @thursdai_pod live from the floor of @CoreWeave biggest annual conference #fullyconnected26 We're going to cover OAI Dev Day updates, the new models from Anthropic and Google and a bunch more! Different starting time: 11am pacific - Tune in on X and YT (comments)

The thing that stands between each tier is imagination.

Me 5 min before the most important @thursdai_pod episode yet, and microphones not working. Me 1hr in with @CoreWeave Execs when everything is flowing smoothly: WE DID IT LIVE! 👏

Sarah is brilliant! She's been killing it at Cerebras, and now is launching SOTAWives pod ahaha. Genius naming. 👏 Check out her new pod with Vivian! 👏

Exciting from Fully Connected 26' @cognition just announced that they are the first customer on @CoreWeave's NVL72 Vera Rubin infrastructure! They are seeing 4.8X boost in on SWE-2 for token throughput! FWIW I love Devin, connecting Devins via Linear to all my assistants is a crazy powerup.

Sigh ok, I'm not a film critic, and I reserve the right to change my mind about any of my current thoughts on next viewing or even after reading more! YCSE thoughts (with spoilers): As a documentary, this is likely the best one I've seen. One would assume that with unprecedented - "Big brother" level of filming access, including inviting Nathan to move in with the family a month before Liz goes to jail, one would... understand more. But the film results in "what the fuck is going on" even for the crew filming it, they are THERE and they themselves don't have an ability to agree what they are experiencing. This extends to the audience, and to online commentary. The main docu question of "Is Elizabeth Holmes just a Naive, super neuro-divergent, who is extremely literal and doesn't understand nuances, gives control to powerful men in her life" or "Is she a once in a generation 7-layer chess master manipulator that produces tears on demand and plants seeds of doubt to only collect on them weeks/months/years later sociopath" is left un-answered in the end. Then there's the whole, Fielder himself is a genius manipulator, literally best known for manipulating people (really, folks who haven't seen his work, omg you're in such a treat). Fielder is the perfect guy for this, and that he himself is unsure (see Wired interview, see his commentary) about what the fuck to think, gives even more "WTF did we all just witness" vibes to the whole thing. How are we suppose to have an opinion one way or the other, if he himself is unable to form one?! Fielder admits he has no idea WHY they invited him to stay in the house (in the final month before she goes to jail for 11 years). What they had to gain from this. Why they didn't kick him out (despite billy trying to control the narrative around Dad and the Nerdy guy who talks about lazers), he told them "I can go" and they never once kicked him out. The most genuine surprise with Amanda Seyfried joining, not just a Cameo, but as a whole third act, was just a top notch docu move. She's the "Elizabeth we know", from The Dropout documentary. She's also the only other woman in this documentary. Amanda had a huge part in telling the story of Liz that lead to this trial and this prison and having her in the docu was a stroke of Genius. Getting her to step into the role once more, re-enacting things we didn't get on camera, and can't judge for ourselves to be true is just chefss kiss. This is for fielder-fans worth gold! The cracked lips, dropping "the voice" that Elizabeth used to do (and Amanda used to imitate), the head-bobbing. But also Amanda the human, contrasted, showing a real bewilderment, the range of emotions when she talks to her on the phone. Besides the kids, she's was the only other "real" person there. Also the contrast between Nathan's interactions with Liz and with Amanda is notable. With Liz he really opens up, allowing her to tell him that "she flirts by intense eye contact" and then showing us the texts between them, the invitation to go into the sea, and the intense eye contact scene that made it into the trailer. Getting a 11 second hug in prison with a vibration. With Amanda he's not only is guarded, he's paternal, micromanaging ("here, change that line in your script too") and a complete opposite. There's clearly a possibility of something "more" going on between these Liz and Nathan as well, something intimate, which could hint towards how Liz operates (After all, Sunny, Kissinger and a bunch of other military Board Members were all men as well as Billy and now Nathan who tells her story). Of which Amanda finally accuses Nathan in the end, and given that Nathan is also the co-director, we get to see a glimpse of, in the "who's conning whom" finale, which leaves... only tons more questions on the table. Now, my bet as to what the fuck is actually happening. I think Elizabeth Holmes willingly or unwillingly operates a reality distortion field. I think her reality distortion field works the best in person and on men! There's a reason why she wants Nathan to visit her in prison and not... just do calls or emails. There's a reason everyone on her board was super powerful military men, with 0 understanding of blood or chemistry. There was a reason she imitated Jobs (the OG RDS guy). And what we've witnessed is a recording of such a reality distortion in perfect 150mm lens zoom, that despite working on this for 3 years, despite having 18h a day recordings, and the ability to step out of that field, the ability to review the transcripts, hit pause, the audience is still 100% split on what story they saw being told. All said, I can't wait to watch this again, digest this more. Stroke of Genius

Asked Sam Altman at DevDay if they'd consider slowing down. They said no. So nobody's pacing, and this week's ThursdAI came LIVE from the floor of @CoreWeave's Fully Connected, with @WolframRvnwlf, @petergostev, @nisten and @ldjconfirmed. OpenAI's dots, GPT-6.1 Sol, Sonnet 5.5, Gemini 4 Argon, plus serverless GPUs announced on air 👇 http://thursdai.news/oct-1

Whatever OpenAI is paying @pvncher - it's not enough

I know "book me a flight" is a tired trope for personal assistants But "the calculate when I need to wake up before my flight" is absolutely a goated case! I fly a lot and I hate doing the airport math every time, now I don't have to

The new microprocessor is here! Everyone wants a piece.