GEO—generative%2520engine%2520optimization—could%2520be%2520critical%2520for%2520marketers%2520as%2520shoppers%2520turn%2520to%2520large%2520language%2520models%2520for%2520product%2520recommendations.%2520 https://t.co/6YVMJIwkfO via @MorningBrew
i rarely share this, but 21 years ago i cold emailed @Benioff for a job at @salesforce…he responded in an hour.
it changed my life, so this is a full circle moment. very grateful Marc loves @maticrobots. 🙏🏽
can’t wait to build a bigger water tank in v2! 🚀
🚨 Anthropic CEO Dario Amodei just dropped a massive timeline update at Davos 2026:
“I have engineers within Anthropic who say ‘I don’t write any code anymore. I just let the model write the code, I edit it’... - the creator of Claude code recently also said “100% of his contributions to Claude code were written by Claude code” for the month of December
Dario then goes onto say: “We might be 6 to 12 months away from when the model is doing most, maybe all of what SWEs do end-to-end.”
If the recursive self-improvement loop closes this year, the curve is about to go vertical.
small life update!
i’ve joined Andreessen Horowitz’s @a16z venture scout program!
they are essentially letting me manage a little bit of money to write checks into startups. super grateful for the opportunity and excited to begin my angel investing career with the institutional backing of a firm as storied as Andreessen Horowitz (early into facebook, twitter, airbnb, lyft, slack, coinbase and many more)
big thank you to @dhaber for the connection and opportunity
i’ve had a little success with investing in public equities, I have no idea if any of those skills could translate to the private markets. investing at pre-seed/seed requires a different paradigm as there are no numbers, financials, track-record, and quite frankly there may not even be a product – it really is a bet on the founder and their vision.
having said that, if you are building something really cool and raising money, I’d love to hear about it.
please email [email protected]. you can include anything you have whether that is a deck, one pager, etc.
i’ve also built out a website that anyone can read to get a sense of how i think of investing in general and the 5 startups I’ve invested in over the past year (one has 20x’ed, one has 10x’ed, the other 3 just finished their seed round last month)
no clue if I will be good at this but I appreciate a16z for the opportunity and hopefully we can try to find the next uber or robinhood being built in the early days – excited to see any pitches and please don’t hesitate to reach out!
angel investing philosophy below!
Anonymous
I was flying Southwest from Dallas to New York. Three rows ahead of me, there was a young soldier in uniform. He looked barely 18. He was staring straight ahead, gripping the armrests. He looked nervous. When the drink cart came around, the flight attendant asked him what he wanted. 'Coke, please,' he said. 'Heading home?' she asked kindly. 'No, ma'am,' he said. 'Deploying. First time.' The whole row went quiet. The flight attendant didn't say a word. she handed him his Coke. Then, she got on the PA system. 'Ladies and gentlemen, we have a very special guest in Row 8 today. Private Miller is on his first deployment to serve our country. Since I can't buy him a drink, I’m going to ask a favor. If you want to write him a note of encouragement, pass it forward.' I grabbed a napkin. I wrote: 'You got this. Stay safe. - A dad from Row 12.' I watched as napkins traveled up the aisle. Napkins, receipts, pages torn from books. By the time we landed, the soldier had a pile of paper on his tray table three inches high. He stood up to get his bag, and he was wiping his eyes. He carefully packed every single scrap of paper into his rucksack. 'Thank you,' he told the flight attendant. 'No,' she said. 'Thank you.' We all walked off that plane a little quieter, reminded that freedom is just a word until you meet the kid who is defending it.
Chamath: Two terms you need to pay attention to in AI are Prefill and Decode
“There's two terms that I think you're going to hear a ton about over these next few years.”
“The first term is prefill, and the next is decode.”
“What prefill and decode are, are two very distinct ways of how models think, and how a model goes through the process of answering a question that you ask it.”
“And so when you send a prompt to AI, what happens is that the model processes it. This is called the reading phase or prefill.”
“It reads your entire prompt all at once. And then it does a bunch of math, calculates all these relationships between all the words, and it stores them in temporary memory.”
“The problem is that this is really compute bound. So it requires massive brute force. And Nvidia GPUs crush here.”
“And their architecture is designed for massive parallel processing, which makes them really amazing at digesting these long prompts.”
“So the problem just gets bigger and bigger, Nvidia just completely dominates.”
“But the next phase though, this critical phase, the decode phase, is the writing phase, right?”
“So the model starts to generate a response, you ask it a question and its response, one token at a time.”
“And then to pick the next token to pick the next word, it has to look back at everything it has said already so that it doesn't hallucinate.”
“The problem is that this is incredibly memory bandwidth constrained.”
“And in our architecture, a long time ago, we made these design decisions from day one.”
“And so what we did was we took a very different architectural approach, we took a very conservative process technology. We weren't pushing the boundaries of physics.”
“And we used a lot of what's called SRAM. So memory on the chip so that we could do this decode thing as well or better than everybody else.”
“And so now when you put these two things together, I just think it's going to create a huge acceleration in the ability for this entire infrastructure layer to get much cheaper and much more valuable, which I suspect then it'll have a lot more developer pull, you'll get a lot more applications being built, billions and billions of more people using it.”
Fiona Fung currently supports the Claude Code team at Anthropic and was previously a Senior Director at Meta. She grew quickly through the ranks at Microsoft and Meta before joining Anthropic. I interviewed her about what she learned along the way. We discussed:
• When to trade off team health for impact
• Why dogfooding is important for engineering leaders
• Microsoft vs Facebook culture
• Feedback that changed her career
• Advice on how to mentor and use 1 on 1s
Where you can find the interview:
• Spotify: https://t.co/i7bQWhUlRu
• YouTube: https://t.co/r0KDUUpP9Y
• Transcript: https://t.co/oFcsjUKobW
• Apple: https://t.co/CN9FSyPSII
🚨 Andrej Karpathy acaba de mostrar cómo crear apps solo escribiendo prompts.
Una masterclass de 40 minutos donde construye aplicaciones reales paso a paso.
Si estás aprendiendo IA, esto te interesa 👇
If you’re not reading the Claude Code best practices straight from its creator, you’re behind as a programmer.
Claude Code started as a side project by Boris at Anthropic. Within 6 months of launch, it hit a $1B ARR and reshaped how I program.
I’ve seen Boris answering developer questions over the holidays. That’s the power of a side project. It’s your baby.
You know it’s a great thread when bookmarks >> likes.