Compute @ Anthropic | Formerly AI strategy @ Google and tech equity research @ Bernstein Research
Joined April 2009
- Tweets 1,369
- Following 267
- Followers 33,954
- Likes 3,108
427 Photos and videos
May 6
I wonder how many years in a row I’ll be able to just keep reposting this
3 Jun 2025
When I started my career, nobody cared about semis. The sector didn't grow, Moore's law was dead, and everybody just wanted to talk about SaaS stocks
How the times change
2
1
75
14,702
Apr 27
Was catching up with a friend from my days in public equities and was reminded of how investors will always *dramatically* overestimate how much any company actually knows about their own business
11
20
411
89,120
Apr 27
To be an operator is to just be constantly confused. At Google we literally didn’t have the infra to track Search user retention until like… 2018 lol
3
4
192
15,202
Feb 28
I had never expected the pivotal moment would be getting everyone to agree that yeah mass domestic surveillance and fully autonomous killer drones would be, like, a bad idea
These will not be the hardest AI deployment questions that society will face in the next 3 years!
Feb 28
A statement on the comments from Secretary of War Pete Hegseth.
anthropic.com/news/statement…
6
5
98
13,795
Jan 17
All I have to say about SaaS stocks right now is that I’m heartened to see everyone else in the market has started extrapolating straight lines on charts as well
16 Feb 2025
1/ If you really believe LLMs will dramatically compress the cost of software development in 3-5 years, doesn't this obviate the reason for independent software vendors to exist?
This doesn't seem obviously crazy to me - it'd just be a return to the days of mainframes
6
4
118
34,207
11 Nov 2025
1/ If I had a nickel for every time Mark Zuckerberg blew a few billion dollars trying to hire a team of star researchers to build a second place frontier AI research lab, I’d have two nickels. Which isn’t a lot, but it’s weird that it happened twice
11 Nov 2025
Breaking news: Meta’s chief artificial intelligence scientist Yann LeCun, a Turing Award winner who is considered one of the pioneers of modern AI, has told associates he will leave the Silicon Valley group in the coming months. on.ft.com/499Co6p
3
12
177
38,664
11 Nov 2025
3/ Another thing that remains unchanged after a decade and a half - Mark Zuckerberg is extremely uninterested in AI safety, ie why DeepMind refused to sell out to Facebook
1
21
5,293
11 Nov 2025
4/ The one thing that has changed - all of the checks now have an extra zero (or two)
“Even young PhDs could pull a half million dollars a year”
Ilya was offered “nearly $2 million for the first year”
Some things do change!
1
22
4,601
10 Nov 2025
1/ Last week I read Genius Makers on a rec from @modestproposal1 - this was Cade Metz's 2021 book on the history of ML
It was really fascinating, but in the same way you'd be fascinated reading a history of Newtonian physics published 3 months before Einstein invented relativity
6
4
54
8,310
10 Nov 2025
11/ A friend recently told me a hilarious quote from Ernest Rutherford: "All science is either physics or stamp collecting"
If you can't derive some underlying principle of reality from your research, then ultimately you're just collecting a bunch of random facts to no end
1
1
24
3,648
10 Nov 2025
12/ In that vein, Genius Makers is the apotheosis of the "stamp collecting" era of ML research
Let's hope we're finally entering the physics era
1
1
14
4,220