johnschulman2
Public author page for johnschulman2 (@johnschulman2). Focused commentary on AI progress, multimodal models, and implications for compute and tooling. Posts include qualitative endorsements of AI products and observations about capability and deployment trends.
Past bets that played out
Repeated qualitative endorsement: author announced advising an AI product aimed at helping scientific authors and reviewers perform deeper analysis. Coverage emphasizes accelerating capability of general‑purpose foundation models and the emergence of real‑time, full‑duplex multimodal interaction, implying continued demand for inference compute, model hosting, and real‑time AI tooling.
John Schulman announces he is leaving OpenAI to focus more on AI alignment and hands-on technical work. This is a high-profile personnel move at a private company; direct tradable impact is limited and second-order (talent/strategy perception around AI safety).
John Schulman announces he is leaving OpenAI to focus more on AI alignment and hands-on technical work. This is a high-profile personnel move at a private company; direct tradable impact is limited and second-order (talent/strategy perception around AI safety).
John Schulman announces he is leaving OpenAI to focus more on AI alignment and hands-on technical work. This is a high-profile personnel move at a private company; direct tradable impact is limited and second-order (talent/strategy perception around AI safety).
What this channel is watching now
Active tickers discussed: RELX, MSFT, GOOGL, NVDA. Commentary centers on AI capability advances (zero‑shot instruction following, multimodal models) and their downstream demand for compute, hosting, and distribution infrastructure.
Latest videos and market context
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John Schulman @johnschulman2 16h OpenAI should release a detailed transcript from the Hugging Face hacking incident -...
Tweet argues OpenAI should publish a detailed transcript from an alleged Hugging Face “hacking incident” to help the field learn, raising questions about agent awareness, sub-agent “value drift,” and rationalization. No concrete new facts about publicly traded companies are provided; it is primarily a governance/safety transparency viewpoint.
John Schulman @johnschulman2 Jul 15 Inkling is out today, with open weights and in Tinker. It's been fun to watch thi...
Thinking Machines announced “Inkling,” a multimodal (text/image/audio) model released with full open weights and availability for fine-tuning on “Tinker,” plus a playground. This is an incremental positive for open-model ecosystems and for GPU/training infrastructure demand, but it’s not directly tied to a public company’s financials in the post itself.
Glad to be advising https://t.co/QVsH1u528N, which uses AI to help authors and reviewers do deeper, more thorough ana...
Post announces the author is advising an unnamed company/product (link only) that uses AI to help scientific authors/reviewers perform deeper analysis than humans unaided. It’s a positive qualitative endorsement of AI in scientific publishing/workflows, but contains no financial details, adoption metrics, customer names, pricing, or public-company identifiers.
Seeing the demos come together over the last week has been awesome -- so many things that previously required a speci...
The source describes rapid progress in AI demos where tasks previously needing special-purpose models (real-time translation, video event detection) are achievable via zero-shot instruction following using a strong general-purpose model. This implies faster capability unlocks and broader applicability for foundation models, increasing demand for training/inference compute, model hosting, AI tooling, and distribution platforms.
Proof-backed call history
Recent posts document: (1) advising an unnamed AI product for scientific publishing/workflows; (2) observations on rapid capability progress where tasks formerly requiring special‑purpose models are now achievable via strong general‑purpose models; (3) work on full‑duplex multimodal models enabling natural, real‑time human‑AI interaction. Several posts are qualitative and do not include commercial details, customer names, pricing, or public‑company identifiers.
John Schulman @johnschulman2 16h OpenAI should release a detailed transcript from the Hugging Face hacking incident -... John Schulman @johnschulman2 16h OpenAI should release a detailed transcript from the Hugging Face hacking incident -- it would be helpful for the field learn from....
John Schulman @johnschulman2 Feb 7, 2025 Confirming that I left Anthropic last week. Leaving wasn't easy because I en... John Schulman @johnschulman2 Feb 7, 2025 Confirming that I left Anthropic last week. Leaving wasn't easy because I enjoyed the stimulating research environment and the kind and talented people I wa...
John Schulman confirms he left Anthropic (private) for another, unnamed opportunity. No details on destination or scope, so market impact on public equities is indirect and low-signal.
John Schulman confirms he left Anthropic (private) for another, unnamed opportunity. No details on destination or scope, so market impact on public equities is indirect and low-signal.
John Schulman @johnschulman2 Aug 6, 2024 I shared the following note with my OpenAI colleagues today: I've made the d... John Schulman @johnschulman2 Aug 6, 2024 I shared the following note with my OpenAI colleagues today: I've made the difficult decision to leave OpenAI. This choice stems from my desire to deepen my focus on AI...
John Schulman announces he is leaving OpenAI to focus more on AI alignment and hands-on technical work. This is a high-profile personnel move at a private company; direct tradable impact is limited and second-order (talent/strategy perception around AI safety).
John Schulman announces he is leaving OpenAI to focus more on AI alignment and hands-on technical work. This is a high-profile personnel move at a private company; direct tradable impact is limited and second-order (talent/strategy perception around AI safety).
John Schulman announces he is leaving OpenAI to focus more on AI alignment and hands-on technical work. This is a high-profile personnel move at a private company; direct tradable impact is limited and second-order (talent/strategy perception around AI safety).
John Schulman announces he is leaving OpenAI to focus more on AI alignment and hands-on technical work. This is a high-profile personnel move at a private company; direct tradable impact is limited and second-order (talent/strategy perception around AI safety).
John Schulman announces he is leaving OpenAI to focus more on AI alignment and hands-on technical work. This is a high-profile personnel move at a private company; direct tradable impact is limited and second-order (talent/strategy perception around AI safety).
Post announces the author is advising an unnamed company/product (link only) that uses AI to help scientific authors/reviewers perform deeper analysis than humans unaided. It’s a positive qualitative endorsement of AI in scientific publishing/workflows, but contains no financial details, adoption metrics, customer names, pricing, or public-company identifiers.
Post announces the author is advising an unnamed company/product (link only) that uses AI to help scientific authors/reviewers perform deeper analysis than humans unaided. It’s a positive qualitative endorsement of AI in scientific publishing/workflows, but contains no financial details, adoption metrics, customer names, pricing, or public-company identifiers.
About this channel
johnschulman2 posts analysis and commentary on AI research and product implications. Writing emphasizes how improvements in foundation models and real‑time multimodal interfaces drive demand for training/inference compute, hosting, tooling, and distribution platforms. Public posts include qualitative endorsements but generally lack granular commercial metrics.
@johnschulman2
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Follow @johnschulman2 for ongoing observations about AI model capabilities, multimodal interaction, and infrastructure implications.
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