Viewing profile — islewis

You give two critiques relating to the exact numbers the author has choose (equity package at join, valuation at exit), neither of which is really related to the authors hypothesis…

Pretty clearly slop, with some of the scandals make no sense. Take Ripplings "scandal": > Parker Conrad's redemption arc after Zenefits hit a plot twist when Rippling sued competit…

Note that this is from 10 months ago

> Figma is targeted towards designers who create thoughtful design systems and cohesive UIs and who don't code, while this is targeted towards vibe coders who can't design. Two dif…

The quality with the 1M window has been very poor for me, specifically for coding tasks. It constantly forgets stuff that has happened in the existing conversation. n=1, ymmv

> It's powerful but dangerous, and is intended for developers who understand how to safely configure and test connectors. So... practically no one? My experience has been that almo…

This appears to be a psuedo-acquisition, but with a strange format to appease regulators. Will this still be an exit event for employees or do they get screwed here?

> The cold-start training procedure begins by prompting DeepSeek-V3 to decompose complex problems into a series of subgoals It feels pretty intuitive to me that the ability for an …

> Already in anti-trust related to ads, AI is probably in the clear. "Already in trouble for committing monopolist behavior in market A, Google should be fine committing even more …

If you are trying to commercialize something, a popular project with bad margins is a better spot to be in than an unsuccessful project with good margins. If it's a personal learni…

> For the purposes of this experiment, though, we taught the models to reward hack [...] in this case rewarded the models for choosing the wrong answers that accorded with the hint…

I've always wondered what the technological development of F1 would look like in other sports. This feels pretty close.

> I genuinely don't understand why some people are still bullish about LLMs. I don't believe OP's thesis is properly backed by the rest of his tweet, which seems to boil down to "L…

Cool format for a demo. Some of the voices have a slight "metallic" ring to them, something I've seen a fair amount with Eleven Labs' models. Does anyone have any experience with t…

is this in reference to Triton?

It's because the motivation for these acquisitions doesn't have much to do with product. It's just a way to extinguish outside talent and innovation that could disrupt down the roa…

I recently noticed that there was a "Time to order" message written on the outside of the cardboard core of my saran wrap. The visibility to the core became clearer as the wrap was…

A valid response to my initial comment which was a bit tongue in cheek. However, i'm not sure that them being LLM researchers compared to quant researchers changes the dynamic of t…

A bunch of ML researchers who were initially hired to do quant work published their first ever user facing project. So maybe not a side project, but if you have ever worked with ML…

$500B is not $7T, but its surprisingly close.

> Maybe that’s better for the industry because all the money will be concentrated on one or two competently run foundries How would this be better for the industry?

This looks like a very similar project to "Diffusion Models Are Real-Time Game Engines"[1] that circulated on HN a few months ago [2], which was playing DOOM. There's some pretty i…

The motivation for these accounts is usually a rift on the "ultra-wealth is bad" train. Setting aside any possible agreements/disagreements with that, the flight tracking informati…

> The underlying issue is that AI agents too slow, Inference speed is being rapidly optimized, especially for edge devices. > too expensive, The half-life of OpenAI's API pricing i…