tinkering

Joined July 2021
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Remember: Fragile breaks under volatility Robust resists volatility Antifragile benefits from volatility
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The new Siri will kill a lot of startups.
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One thing I learned this week: Humility might be one of the most underrated traits in the world. The difference between dealing with a humble person and an arrogant one shows up in the smallest details. Humility isn’t being modest. It’s being honest about what you know, what you don’t know, and not becoming intoxicated by your own importance. You can be highly ambitious and deeply humble at the same time.
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One of those moments where you stop and appreciate the people building products that genuinely make life a little better. On a Friday night drive home, after a long week, I throw on some house music, hit shuffle on Spotify, and somehow it always seems to know exactly what I want to hear. A lot of respect to everyone behind it, from the product managers and engineers to the machine learning teams and all the people contributing behind the scenes. You’ve built something pretty special.
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Move fast and break people
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Closed The Innovator’s Dilemma. Immediate realization: the great organizations we admire are exquisitely tuned to a reality that has already vanished. Fragile by design. The future will not be kind to them.
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Took my niece to the Billie Eilish fan film tonight and honestly, I was surprised by how powerful her effect is on kids. Earlier today I watched a Relentless podcast clip about “how to start a cult,” so I was already thinking about the psychology of fandom, belonging, identity, rituals, symbols, all of that. Then I walked into this Billie Eilish event and thought: wait, this is basically a modern cult. Not in the evil sense, but in the “mass emotional devotion” sense. The influence she has is unbelievable. I don’t fully get it. Can someone explain the Billie Eilish phenomenon to me?
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Respect to Dwarkesh, what a great episode!
Did a very different format with @reinerpope – a blackboard lecture where he walks through how frontier LLMs are trained and served. It's shocking how much you can deduce about what the labs are doing from a handful of equations, public API prices, and some chalk. It’s a bit technical, but I encourage you to hang in there - it’s really worth it. There are less than a handful of people who understand the full stack of AI, from chip design to model architecture, as well as Reiner. It was a real delight to learn from him. Recommend watching this one on YouTube so you can see the chalkboard. 0:00:00 – How batch size affects token cost and speed 0:31:59 – How MoE models are laid out across GPU racks 0:47:02 – How pipeline parallelism spreads model layers across racks 1:03:27 – Why Ilya said, “As we now know, pipelining is not wise.” 1:18:49 – Because of RL, models may be 100x over-trained beyond Chinchilla-optimal 1:32:52 – Deducing long context memory costs from API pricing 2:03:52 – Convergent evolution between neural nets and cryptography
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You cannot disrupt the system until you understand its writing better than its creators do.
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Wandering the alleys in beautiful Ein Karem
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Gemini 3.1 pro might not be as good as GPT 5.5 and Opus 4.7 in coding but definitely it is the best engineer.
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To a level that I cannot trust or rely on Opus or GPT to solve, identify, or diagnose problems in my codebase. Only Gemini gets it right, and I've been feeling this for the last month or so.
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Adam Gera 亚当 retweeted
Gemini after Google invested $40,000,0000,000 on Claude
Gemini watching Google investing in Claude
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2.99 🙄
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Met 6 people today. Every single one told me they just raised $20M for their seed round. What the fuck is happening?!
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Literally your Claude code #the_hard_things_about_hard_things
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Creativity is a marketing word for a slower, stranger process: the way your point of view evolves as you chase the problems that call to you, including the ones you choose because you want the world less stupid, less cruel, less broken. Over time, the questions you keep returning to, out of irritation, curiosity, or care, draw the map of who you are, and the work you do along that map is the only real originality.
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Why Great Software Feels Like a Toy Link 👇
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