Investing at Proof Group.
Joined November 2008
- Tweets 6,351
- Following 3,883
- Followers 6,866
- Likes 10,094
587 Photos and videos
May 31
Overheard horror story
“I was scrolling and then I looked at my battery and it was 5%”
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May 13
amazing how fast they move....sometimes
May 12
UPDATE:
After 3.5 hrs, SF got angry, added a firewall, and killed my scraper and site lol
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Apr 21
This is the best marketing for a stuck estate that presumably was pulled from mls
Got this today in my inbox: linkedin.com/company/114-ine…
"I own a 14 acre estate in Mill Valley, CA and would like to exchange the property for Anthropic equity (understanding in advance that this would be substantially above the valuation of Anthropic's last financing round, in the $800 BB range)."
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Mar 30
We are doing some very fun Claude Code sandbox work on our bare metal infra.
If anyone wants to beta some sandbox fun, let me know.
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Mar 27
As more researchers get open-source models running - even big ones - on commodity hardware, a new compute layer is emerging.
We built @gethoneyminer to aggregate idle compute from around the world and maximize earnings for owners. It sold to $CORZ in 2019 as their first acquisition.
Inference was the missing piece.
Go buy your own GPU and run a model
(or get in touch if you are building something novel in this space)
Qwen3.5-35B compressed 20% with 1%~ performance drop on average. Now you can fit this (4bits) with full context on 24GB of VRAM
700$~ or 1x 3090
huggingface.co/0xSero/Qwen-3…
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Mar 25
Your existing hardware will get 3-10x smarter every year, after year, for some time to come..
Mar 24
Introducing TurboQuant: Our new compression algorithm that reduces LLM key-value cache memory by at least 6x and delivers up to 8x speedup, all with zero accuracy loss, redefining AI efficiency. Read the blog to learn how it achieves these results: goo.gle/4bsq2qI
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Mar 23
Agents will absolutely need to treat code as something in a DB
Everything is accelerating
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Mar 13
My my it's come a long way!
Picture from being on site in 2019...
Mar 13
This is phase 2 of Core Scientific’s data centers in Dalton, GA.
Upon completion, it will represent:
· ~145 MW of billable AI-ready capacity
· 250,000 square-foot facility
· ~170 acres
· Advanced direct-to-chip liquid cooling
· Core Scientific’s newest Gen 2 data center design
Learn more about Core Scientific high-density data centers here: bit.ly/4bmrTft
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Mar 13
PagerDuty is literally the best positioned company in the world to deploy auto-SRE agents.
They already know when alerts are needed.
They could charge not just $20 or $200 per month.
They could charge based on VALUE of business disruptions avoided...and even if their interventions didn't work....Humans are already being paged.
To execute - the company would need to
1) cut the fat / automate stuff - no growth is a bad place to be
2) change can only come from the top. that's the way it is. (I hear current CEO is awesome human, fwiw but we've never met)
3) violently deploy agent-style triage. work with top SREs from great companies to build the right context and prompting to actually have a chance to get this right
3a) integrate a data loop of successful triage
4) make enterprise offering ASAP and show that they can - forget taking out SRE cost - make being on call better.
5) Grow and profit.
PagerDuty now at $667m market cap on $500m ARR, so just over 1x ARR
But it’s worse than that, as they have $550m in cash
So enteprise value closer to $120m on $500m ARR
Growth is 1%, customer count has not grown.
You MUST accelerate today. This is ALL the markets care about.
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Mar 11
Silicon Valley history is everywhere you look.
California has a public unclaimed property database.
PayPal still owes @elonmusk some money...
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Mar 11
And @Hewlett_Found has some money from a long time ago from the University of New Mexico?
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Mar 11
Lots in there. Go check
And Comcast finally sent payment for the modem I returned in 2015!!
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