johnschulman2
@johnschulman2
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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.
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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
These are recent thesis calls tied to original source content where available.
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).
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.
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.
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@johnschulman2
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