VP, Product at matthews.com | Building AI Brokerage Platform | Building a universal language for analytics data
Joined March 2012
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30 Sep 2025
I've spent >10 years thinking about data, analytics, and AI. I've been putting thoughts down for a while and finally published it.
Introducing Large Analytics Model - a geometry based approach to analytics data that can be queried via chat interface.
beyondyellowwoods.substack.c…
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Ryan Casey retweeted
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Jun 14
Great article. We're very much thinking about it form this perspective too.
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Ryan Casey retweeted
Ban data centers.
No one wants this. (China laughs)
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May 29
This sucks but here's the thing: we need to normalize failures in the face of pushing hard for progress.
Blue Origin's New Glenn just blew up at LC-36 while attempting to Static Fire ahead of NG-4.
nsf.live/spacecoast
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May 29
Over the last 90 days, our teams have gone all in on Claude. We've built some incredible systems and are on the cusp of amplifying internal teams to build directly on top of our infra.
Big things coming.
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May 27
I'm becoming more and more convinced that we unnecessarily euthanize 50% of patients that hit the ER due to completely inflated costs.
We had a case come in today where the dog fell from a 3 story building. While the dog was in critical condition, we felt that 1-2 days of ICU proper oversight could get this patient back to its owners.
Our estimated cost? ~$3.5-4.5k with multiple financing options.
The problem is that we're not 24/7 yet (soon) and are still ramping up to staff to get to this point. So, we had to recommend a transfer to a local 24/7 ER.
Their estimate? Minimum $6-8k, likely up to $10k.
This deterred the owner from seeking care and opted to euthanize. It was really frustrating because we see this happen and often. Inflated prices from PE firms are causing owners to elect to euthanize patients where the prognosis has potential.
Completely unnecessary, especially when we're still talking in the range of 18-22% net profit margins.
I think once we get to 24/7, we're going to flip some heads due to our pricing.
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May 27
Boise is going to become a true mecca because of this. If you thought there was a lot of growth there... just wait.
BREAKING: Micron stock, $MU, officially hits $1 trillion in market cap for the first time in history.
12 months ago, this stock was worth just $70 billion.
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May 27
I. Love. Claude. Worktrees.
My god... it's insane what you can build.
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May 17
You should never, ever, listen to Gartner. Or Forrester. It's largely pay to play and the outcome is charts like this:
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May 11
Hardest part of running a vet hospital are the euthanasia's. Any pet that walks through our door in crisis gets everything thrown at it. But not all can be saved.
We are constantly looking for ways to eek out another 0.5 to 1% bump in survival chance. It's hard.
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May 8
Another surgery by my wife today at Utah Vet Emergency Center. So proud.
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exactly what is happening right now btw
Mar 13
There's an economics theorem called Alchian-Allen. And it has the very interesting implication that AI labs will be able to charge *higher* margins on their best models as compute gets scarcer.
As compute gets more expensive, the cost of running any model goes up. So you might as well pay a bit more to make sure you're running the very best model.
Which means the economics of being at the frontier improve, because if you’re not running the very best model, then you’re underutilizing this very precious compute.
This pushes the AI model market towards winner-take-all; if you're the best, you can get away with charging an even higher margin.
@dylan522p tells me that we’re already seeing this today: all the revenue in the industry is on the best models.
That’s the Alchian-Allen effect. If there’s a cost increase that’s roughly the same for all products, then the relative difference in price between higher and lower quality goods actually goes down. Consumers become relatively more willing to pay for the premium product.
And it means that as the compute shortage hits, AI labs can capture more margin - not less, as you might expect - because consumers are choosing premium models more often.
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Ryan Casey retweeted
May 1
He reinvented the 3D printer
Introducing the polysynth mini:
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May 3
Our vet hospital is currently getting slammed right now. Awesome to see how well the team is responding under pressure.
Also very helpful feedback for us as we've got a lot of areas to improve on.
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May 3
So epic.
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