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The Who's Who of AI

What credible people across AI noticed, why it matters, and where the field is converging or disagreeing.

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Showing developments with attributable Markets & investment reactions.

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See how experts are reacting—not just what they shared.

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Concern & critique Markets & investment
1 live reaction map in this view Jump to the evidence ↓
Multiple readings Manifestos, Fear, and ‘Loser Thinking’: Inside Proton’s AI Reckoning Markets & investment · 3 attributable reactions
Most important

The developments commanding sustained expert attention

One card per development. Sources are clustered; reaction bundles describe these posts, never the people behind them.

Developing AI field signal Development 1d ago
⚡ 5 h early
Proton internal AI strategy debate

Manifestos, Fear, and ‘Loser Thinking’: Inside Proton’s AI Reckoning

9 experts across 3 network communities independently surfaced this.

Why this matches Markets & investment reaction 2 attributable expert contributions · Jason Koebler, Lorenzo Franceschi-Bicchierai
“this story is extremely wild, major investigation from @josephcox.bsky.social: www.404media.co/manifestos-f...” evidence ↗
9 experts 3 communities 1 sources clustered
404 Media Joseph Cox Jason Koebler Sam Cole tante VE, cybersocial occult investigator Lorenzo Franceschi-Bicchierai Jeffrey Vagle +1
How the network is reacting Experts are approaching this through 2 distinct lenses.
Multiple readings

Markets & investment

2 experts

Capital, companies and commercial impact.

“this story is extremely wild, major investigation from @josephcox.bsky.social: www.404media.co/manifestos-f...”

Concern & critique

1 expert

Risks, limits and unintended consequences.

“"Workers describe an environment where employees have genuine concerns about security or being asked to develop security products with AI, but feel unable to voice them, lest Yen berates them in front of everyone or threat...Manifestos, Fear, and ‘Loser Thi…”

2 experts discussed this · 6 posts
404 Media: SCOOP: Proton CEO Andy Yen to his staff: “Stop lovingly handcrafting all our code and use AI more.” 404 Media saw these internal messages, in which he also said it was "loser thinking" to an employ…
404 Media: “The CEO is in full AI psychosis and has been for a while now,” one of the sources told 404 Media. Yen, a former CERN particle physicist, projects a measured approach in public, but internally he a…
404 Media: One employee told 404 Media, “Whatever persona Andy [Yen] has out of Proton, he’s a straight up bully inside. He routinely breaks his little facade in Slack and calls people losers and stupid, ofte…
Open the full discussion →
Primary source 404media.co ↗
New AI business Signal 10h ago

Anthropic investors push for cautious valuation closer to trillion 2f2df9cf

1 directory member surfaced this signal.

Why this matches Markets & investment reaction 1 attributable expert contribution · Eileen Clancy 🧿
“Gift link! WSJ: Anthropic Investors Push for Cautious Valuation Closer to $1.5 Trillion By Corrie Driebusch and Kate Clark The rout in technology stocks last week has big investors who plan to participate in Anthropic’s IPO coalescing around a lower valuati…” evidence ↗
1 expert 1 community 1 sources clustered
Eileen Clancy 🧿

“Gift link! WSJ: Anthropic Investors Push for Cautious Valuation Closer to $1.5 Trillion By Corrie Driebusch and Kate Clark The rout in technology stocks last week has big investors who plan to participate in Anthropic’s IPO coalescing around a lower valuati…”

Primary source wsj.com ↗
New AI business Signal 10h ago

Anthropic investors push for cautious valuation closer to trillion 2f2df9cf

1 directory member surfaced this signal.

Why this matches Markets & investment reaction 1 attributable expert contribution · Eileen Clancy 🧿
“Gift link! WSJ: Anthropic Investors Push for Cautious Valuation Closer to $1.5 Trillion By Corrie Driebusch and Kate Clark The rout in technology stocks last week has big investors who plan to participate in Anthropic’s IPO coalescing around a lower valuati…” evidence ↗
1 expert 1 community 1 sources clustered
Eileen Clancy 🧿

“Gift link! WSJ: Anthropic Investors Push for Cautious Valuation Closer to $1.5 Trillion By Corrie Driebusch and Kate Clark The rout in technology stocks last week has big investors who plan to participate in Anthropic’s IPO coalescing around a lower valuati…”

Primary source wsj.com ↗
Developing AI field signal Resource 1d ago
djs JavaScript GitHub repository

GitHub - earendil-works/djs

1 directory member surfaced this signal.

Why this matches Markets & investment reaction 1 attributable expert contribution · Armin Ronacher
“One coordinator, four sub agents for implementation, two sub agents for coordination improvements and performance investigations. So far they have been running for about 18 hours, produced 650 commits (of which quite a few are operational commits). All on o…” evidence ↗
1 expert 1 community 1 sources clustered
Armin Ronacher

“One coordinator, four sub agents for implementation, two sub agents for coordination improvements and performance investigations. So far they have been running for about 18 hours, produced 650 commits (of which quite a few are operational commits). All on o…”

Primary source github.com ↗
New AI field signal Signal 11h ago

Orkes Raises %2460M as Developers Increasingly Use Its Platform to Deploy AI Confidently in Production

1 directory member surfaced this signal.

Why this matches Markets & investment reaction 1 attributable expert contribution · Jed Brown
“It's interesting to look at how decoupled the business/investor relations is from the engineering (or lack thereof). www.businesswire.com/news/home/20...” evidence ↗
1 expert 1 community 1 sources clustered
Jed Brown

“It's interesting to look at how decoupled the business/investor relations is from the engineering (or lack thereof). www.businesswire.com/news/home/20...”

Primary source businesswire.com ↗
Developing AI business Signal 1d ago

Funding Data and AI That Serve the Social Sector (SSIR)

2 experts are actively discussing the implications.

Why this matches Markets & investment reaction 1 attributable expert contribution · angela zhou
“I'm not trying to advocate for a return to naivete and parachuting-in hackathons, Jake Porway from Datakind has a good retrospective on some issues there: ssir.org/articles/ent... and I think we can see the demise of Code for America's brigades in that vein…” evidence ↗
1 expert 1 community 1 sources clustered
angela zhou

“I'm not trying to advocate for a return to naivete and parachuting-in hackathons, Jake Porway from Datakind has a good retrospective on some issues there: ssir.org/articles/ent... and I think we can see the demise of Code for America's brigades in that vein…”

2 experts discussed this · 6 posts
angela zhou: Anyway this thread is brought to you by those discussions; and also i accidentally clicked on a lesswrong post yesterday and immediately regretted it
angela zhou: I'm not trying to advocate for a return to naivete and parachuting-in hackathons, Jake Porway from Datakind has a good retrospective on some issues there: ssir.org/articles/ent... and I think we ca…
angela zhou: there's more factions than ever but I really wish critique also had a corresponding parks-and-rec, obama-era shovel-digging optimistic praxis too. Maybe this is more about inference coops and commu…
Open the full discussion →
Primary source ssir.org ↗
Developing Models & releases Development 1d ago
Anthropic existential risk insurance impact

Anthropic 'Existential Risk' Alert Could Rock Insurance Market - Law360 Insurance Authority

1 directory member surfaced this signal.

Why this matches Markets & investment reaction 1 attributable expert contribution · Law360
“Anthropic has warnings for investors as it prepares to go public. The AI giant also has a message for insurers trying to come to grips with a technology with startling abilities.” evidence ↗
1 expert 0 communities 1 sources clustered
Law360

“Anthropic has warnings for investors as it prepares to go public. The AI giant also has a message for insurers trying to come to grips with a technology with startling abilities.”

Primary source law360.com ↗
Debates gaining attention

What experts are discussing without an anchoring article

4 experts · 20 posts · 10h ago
Luis Villa VE, cybersocial occult investigator Anthony Moser tweety fish
Matches Markets & investment
“It feels like a category error—where the ability to make your own code-edits to an app is transferred in as a proxy for the ability of a large and highly-capitalized social organizational project (…” evidence ↗
VE, cybersocial occult investigator: Has anyone written a critical technology article about the particular political imaginary represented by the "clone every software with AI to reach true liberation" movement?
VE, cybersocial occult investigator: I'm thinking about this sort of thing—vibecoding "replacements" for big tech software as a form of "political liberation". I feel like I don't have the right words yet to describe exactly what is f…
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3 experts · 9 posts · 16h ago
Pwnallthethings Max Woolf Isaiah Bishop
Matches Markets & investment
“oh i'm not necessarily bearish on it. But i think thats enough to maybe say "this is slowing what does that mean for the valuation" I think the business model could totally still work. especially w…” evidence ↗
Max Woolf: $ANT S-1 just got updated with Q3 numbers, will do a thread updating on those ASAP.
Isaiah Bishop: i think the worrying bit for them is the MoM which we know from the leaks slowed
Open the thread →
3 experts · 8 posts · 16h ago
Mél Hogan / The Data Fix SE Gyges tweety fish
Matches Markets & investment
“I just don't think there is any possible way for all their talk about moral behavior to map to anthropic's actual behavior at this point. It's too big, too well capitalized, too structurally embedd…” evidence ↗
Mél Hogan / The Data Fix: I wonder what Dario thinks
SE Gyges: i think they specifically chose to ally with elon as a way to kiss up to the trump administration and they also don't care
Open the thread →