Joined February 2025
22 Photos and videos
Pinned Tweet
9 Aug 2025
watching your kid learn language is amazing. my daughter was trying to describe water as deep and called it "heavy". she was trying to say her water bottle was out of reach on a table and she said "it's too high".
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"The World Cup is football's cathedral. Yet sometimes it feels like we've turned it into a shopping mall ..."
Declaraciones de Jurgen Klopp a ZDF, sobre la reanudación del juego retrasada por el árbitro, durante el cooling break del México-Sudáfrica para que terminaran los comerciales de algunas cadenas de TV: "Esto es el fútbol siendo tomado como rehén por ejecutivos en oficinas con aire acondicionado". "Estos supuestos 'descansos por el calor' nos los vendieron como un escudo para el bienestar de los jugadores, una noble espada contra el calor. ¿Pero en realidad? No es más que una jaula dorada construida para patrocinadores. Cuando vi a los jugadores parados durante un descanso por calor mientras los tiempos de televisión dictaban el ritmo del partido, no pude evitar preguntarme: ¿a quién está sirviendo realmente la Copa del Mundo? ¿A los aficionados?, ¿A los jugadores?, ¿O a los anunciantes?". "Un partido de la Copa del Mundo debería fluir como un río. En cambio, estamos construyendo presas en medio de él para que los comerciales puedan pasar. Eso es peligroso para el espíritu del juego. El fútbol alguna vez fue el evento principal, pero ahora corre el riesgo de convertirse en la música de fondo de un espectáculo publicitario. Nos dicen que estos descansos son por el bienestar de los jugadores, y por supuesto la salud de los jugadores importa. Pero cuando el juego empieza a doblar sus rodillas ante los tiempos de la televisión, la gente va a hacer preguntas. El balón se supone que es la estrella. No un descanso comercial". "La Copa del Mundo es la catedral del fútbol. Sin embargo, a veces da la sensación de que la hemos convertido en un centro comercial donde la caja registradora recibe más respeto que el propio partido. Si este es el futuro, entonces el fútbol ya no está siendo interrumpido por los anuncios. El fútbol se está convirtiendo en la interrupción entre los anuncios".
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And this my friends is a textbook selection effect
Coatue's Thomas Laffont on a "Power Law Paradox": a business valued between $100B and $1T (a "Centacorn") has a higher statistical likelihood (31%) of multiplying its value by 10x compared to smaller, earlier-stage unicorns (8%).
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You don't say! 👀
Token costs are why there will be no saas apocalypse / good dev tools are cached intelligence for agents! The popular theory goes: agents can write code, so they'll just rebuild every tool from scratch and hit raw APIs. no more dev tools, no more CLIs, no more software layers. just agents and endpoints! We just tested this and the data says the opposite. We benchmarked Claude Code and Codex on real Hugging Face Hub tasks (~1,000 graded runs), with two setups: the agent-optimized hf CLI vs the agent hand-rolling curl or SDK calls from scratch. Hand-rolling burns up to 6x more tokens on multi-step tasks and fails more often (84% vs 94% task success). And that's just dropping one abstraction layer. It would obviously be orders of magnitude more tokens and a dramatically higher failure rate if the agent tried to bypass HF altogether and rebuild model hosting, versioning, and distribution from scratch. Every time an agent re-derives a workflow from raw API calls, you pay for that reasoning in tokens. every single run. a good CLI compresses that entire chain into a few high-level commands the agent can't get wrong. In a world where everyone is complaining tokens are too expensive, abstraction is leverage: thousands of hours of design decisions your agent doesn't have to re-reason about at inference time. Good tools are cached intelligence for agents! So no, agents won't rebuild everything from scratch. they'll gravitate to the most token-efficient tools, because that's what their owners pay for. The software that survives won't just be accessible to agents, it will be accurate and cheap for them to drive. We're seeing it happen with HF, which is becoming the platform for agents to use AI: ~49M requests in just two months, and growing fast! huggingface.co/blog/hf-cli-f…
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"find the good people" is great advice, esp when you're seeking early stage capital.
Re: the various "bad VC" stories circling around social media today. I believe it. I have my own stories. I think bigger picture though I'd tell all founders: there's going to be bad shit that you witness. Don't associate. Find the good people because there are plenty. In most cases, you won't be in a position to be able to say anything about the bad things you witnessed. Even @eastdakota chose not to say anything until he was in a position of being CEO of a $80 to $100B market cap company. (To be clear, I'm sure Matthew would've said something earlier, he just didn't care to. But surely at some point in history he was in a position he didn't feel comfortable to as well.) Just move on, find the good people. Bide your time. But most importantly, do not associate with the bad people. Maybe they get away with it maybe they don't, but people definitely KNOW who the bad people are and you don't want to be in those rings. It's not worth it.
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Lindsay retweeted
It's worth watching where the jobs are being created.
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This is so wildly infantilizing come on now
the cash app card took one of the most boring objects in your pocket and made it something people actually wanted to show off. materials, colors, personalization, the whole thing turned a payment card into a fashionable object. visible, social, personal, and weirdly lovable. but even the best card has a problem: it still lives in your wallet. tucked away, hidden, withering away. so we freed it. today we’re introducing Cash App Tags, nfc-enabled physical payment accessories that live outside your wallet, out in the world. the first tag is a wand, because tapping to pay should feel a little more like magic. not to worry, more forms coming throughout the summer.
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yesterday was a very big day!
Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. radar.cloudflare.com/traffic…
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truly one of the best uses of ai... and modal. more of this please!
I love to see @modal being used for biology and cutting-edge research like this. Very cool work from the team at @biohub to push open models forward in protein design and comp bio. Here's how to run it on Modal: modal.com/docs/examples/esmf…
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i've been advocating for proactive alerting for years. so when i met Sherwood and heard about his plans for observability, i was immediately intrigued. as i got to know him, my intrigue turned to respect and admiration. this guy has a chip on his shoulder, he works insanely hard for his customers, and he's a great person to boot. i couldn't be more excited for him and the team to launch today. oh: check out @sazabi !
Right now, every engineering team in the world is coming to the same conclusion: it doesn't matter how fast you can ship if your app is constantly going down. The antidote to production instability is observability. But not the flavor we have today. Legacy observability platforms can’t keep up with the pace of modern AI-driven software development. They're clunky and require way too much setup/maintenance. @sazabi is an AI-native observability platform for fast-moving engineering teams. We're rethinking observability from the ground up for the engineering organization of the future. - Autonomous alerts. - Agentic instrumentation. - Minimalist UI. - CLI & Slack as first-class citizens. - Multiplayer. And so, so much more. If you're using Datadog, Sentry, Grafana or Axiom today, you could be moving 10x faster with Sazabi. Come check it out: calendly.com/d/cyn6-s9f-tfq/…
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Lindsay retweeted
May 31
There is an autism lottery. Either you're autistic about something totally monetarily useless like sonic speedrunning, or you are autistic about something that makes a fuck ton of money like GPU schedulers
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Lindsay retweeted
The app layer couldn’t get a better advertisement than a company spending $500M to build their own version of it. Obviously lots of nuance here that can’t be captured in the headline, but this should make you very bullish on software.
Kirkland & Ellis, the world's highest-grossing law firm, is setting aside $500M to build its own AI platform rather than rely on tools available to its rivals (Financial Times) (Visit Techmeme dot com for the link and full context!)
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justin wolfers truly a national treasure
I made a chart to show how severely they cherry-picked this data.
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Even better that he's an Aussie
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i am v curious to see the limits of this attitude wrt privacy. will it extend to cameras in the home for data collection?
May 22
I have been using poke to run my life and it’s gotten so good. To the degree I don’t care about my privacy anymore. @TheStalwart was right.
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with some founders, you just know. @bernhardsson once showed me a demo. it was of a function running on the cloud from his laptop. it was smooth as butter. i couldnt see the future in that moment, but he could. kudos to erik and the modal team for an incredible product and phenomenal growth.
Today we're announcing our Series C funding: $355M at a $4.65B valuation, led by some great investors @generalcatalyst and @Redpoint. We've had insane growth in the last year, but we're still very early. So proud of the team and what we have built so far!
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it's always nighttime for claude code. has anyone else noticed this? it's always referencing time in terms of night, e.g. "Worth setting up {} properly rather than hacking it in tonight." (it's 1:22pm) i've corrected it many times and yet it persists. maybe it's nothing but i am intrigued at what this could mean.
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can we just stop w the cutesy names-- juici, daisy girl, gee whiz-- for apples? granny smith gets grandfathered into the good place but all the rest of these are abhorrent
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Lindsay retweeted
I hate to break this to all the people with strong opinions but the correct answer to almost every question is “it depends”
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Someone just said eye-hand coordination and this can't be real
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