Clear. baseamerican.com

This unironically will push back AGI timelines for a few months. High value autism will be spent here instead of model development

Introducing @PoeticHQ: a new AI system that executes complex multi-hour tasks with 99% accuracy and 10x fewer tokens than agents. We raised $50M at $500M from Kleiner Perkins, Founders Fund, First Harmonic, and Genius Ventures to build AI that does complex work inside Fortune 500 companies without hallucination. While code is too brittle, agents are too unpredictable. The work that runs the global economy - anti-money laundering, fraud investigations, underwriting - needs extreme accuracy. So we built a new kind of software that pairs the flexibility of AI with the predictability of code. When the world stays the same, Poetic runs fixed code: fast, cheap, identical every time. When the world changes, Poetic uses AI to regenerate its approach and find its way back to the objective. In one year, we went from zero to an eight-figure run rate as a team of four. Since then, we’ve scaled the team and executed the highest-stakes processes at AIG, SoFi, and Chime. At SoFi, a large US bank, Poetic reached 99% quality on fraud investigations in five weeks.

Fable is out btw

Apple AI having awkwardly long load times is them signaling to us that these features are "real" this time

I think not supporting voter ID at this point is a pretty clear indication you don’t want fair elections, and we need to stop treating people who don’t want fair elections like they have a simple difference of opinion. freedom has been a relatively brief experiment. it’s at risk.

We are at the point of the cycle where the guy in front of me boarding the plane is screenshotting candle charts of random Korean stocks and pasting them into Claude asking “Does this have support?” I wish I was joking

another reason to short SaaS: the cost to write software is currently outpacing the cost you can charge for software either: 1) software companies must monetize outside of charging customers (eg: sell the data) or 2) get acquihired by OAI / Anthropic or 3) die

the trend continues at @AnthropicAI -- nobody leaves, everyone joins a case study on the importance of strong principles

The VC who asked @WHOOP “why couldn’t Google just build this?” is feeling very vindicated rn

Starting to look the @citrini prediction is becoming more and more real by the day…

JP’s crack prediction of the week: @Apple acquires @1x_tech at the end of this year for a bazillion dollars

in the ai era, if your “roadmap” is > 30 days, you’re simply ngmi.

anthropic's taste is off the charts

Boycotting @F1 until they bring back this aura

ok i've had enough can someone give me a github alternative ASAP

Coding is made harder by people who “engineer” software. People who know me know I’ve always said my profession, software, isn’t hard. We’re not sculptors starting with a block of marble. It once was, but that era is long over. Over the past 15 years, all the primitives needed for normal software have been built. Claiming craftsmanship now is like claiming it for building with Legos: the pieces are there, you just build the thing. Software became a field where feeling important matters more than doing things. Egos wrapped up in complexity they created themselves, even while claiming to others that they are pursuing simplicity. “When small men begin to cast big shadows, it means the sun is about to set.” Claude Code, Codex, Amp, all of it. The veil has dropped, the emphasis is on the doing. Just: can you build the fucking thing? Don’t overthink it. Ship it. The doers will eat.

I'd put my money on these guys

One bite into my first Sweetgreen in a long while. Immediately puts fork down, looks up stock price “Yep that makes sense”

Can Snowflake, Databricks, or Redshift buy dbt / fivetran and a good BI tool so that we can get a warehouse, transformation, semantic layer, and BI all in one?