Johnny Utah

Golf in the Cosmos by Day, Reef Point Capital - Managing Partner at night. opinions are my own. Surf/Golf Life

[USMNT Only @usmntonly]

This is crazy.

Mexico fans outside of the England hotel at 2am before their World Cup clash.

[Johnny Utah @ReefPointCap]

@USMNT Uno reverse

[Johnny Utah @ReefPointCap]

Redesign for #SpanishBay to be ready by April 2027

[Pebble Beach Resorts @pbresorts1919]

We have reached the midpoint of the construction schedule, with activity spanning the entire course.

Holes 7-9 are now grassed, while the back nine continues to take form punctuated by the all-new par-three 14th.

The Monterey Peninsula's next gem comes more into focus by the day.

[Johnny Utah @ReefPointCap]

Hole 3, Spyglass Hill. To the sea. 🌊

The forest disappears. The dunes take over. Suddenly you’re standing above the Pacific with one of the most breathtaking tee shots in golf.

@pbresorts1919

[Boris Cherny @bcherny]

As engineering, product, design, DS, etc. melt into a new kind of role, I was reflecting on what roles might look like in the future. For example, when I look at the Claude Code team I see what I think is five archetypes:

1. Prototyper: comes up with brand new ideas; churns out many ideas, most of which don't ship
2. Builder: quickly turns a prototype/idea into production-grade product/infra
3. Sweeper: cleans up the UI, simplifies the code and system, unships, optimizes performance
4. Grower: takes a product that has been built and iterates on it to improve Product-Market Fit
5. Maintainer: owns a mature system to make it secure, reliable, fast, and efficient as it scales

Many people span across 2 roles, and sometimes 3 roles. I also notice that these roles are not really tied to job function -- eg. across Anthropic, some designers match category 1, some 2, some 3; same for engineers, PM, DS.

A healthy team needs a mix of these, depending on the product:

- A product that is new and pre-PMF needs people that are strong at 1+2+3
- A product that is growing and has found PMF needs 2+3+4 and some 5
- A product that has strong PMF needs 3+4+5 and some 2

Maybe product roles of the future will look more like this, and less like the domain-specific roles of today?

[Johnny Utah @ReefPointCap]

Count me in for @SpaceX vis Robinhood. Will it deliver and at what price!!! Hopeful that this will be more like a direct listing. Unsure haha

[Johnny Utah @ReefPointCap]

Solstice Golf @GolfTorrey

[Johnny Utah @ReefPointCap]

Rick Shiels Reviews McLaren Golf Clubs … wow https://t.co/NHFGoXbm2x via @YouTube @GolfintheCosmos

[Claude @claudeai]

You can now enable Claude to use your computer to complete tasks.

It opens your apps, navigates your browser, fills in spreadsheets—anything you'd do sitting at your desk.

Research preview in Claude Cowork and Claude Code, macOS only.

[Claude @claudeai]

New in Claude Code: Remote Control.

Kick off a task in your terminal and pick it up from your phone while you take a walk or join a meeting.

Claude keeps running on your machine, and you can control the session from the Claude app or https://t.co/er6Blrr63e

[Claude @claudeai]

🥇CrossBeam by Mike Brown

California builders lose months navigating permit corrections.

CrossBeam speeds up California's permitting process by giving builders and municipalities faster tools for code compliance and plan review.

[Claude @claudeai]

Claude Code on desktop can now preview your running apps, review your code, and handle CI failures and PRs in the background.

Here’s what's new:

[Claude @claudeai]

You can now push what you’re building in Claude Code directly into Figma.

With the latest updates to the Figma MCP server, build a working prototype in code, then send it to a Figma canvas to explore multiple versions.

[Johnny Utah @ReefPointCap]

@robbiehendricks @RayDalio 😂😂😂

[Johnny Utah @ReefPointCap]

@GolfintheCosmos Insane Vijay had 9 in 2004

[Johnny Utah @ReefPointCap]

@GolfintheCosmos what a trophy for the DO World Tour Bahrain Championship

[Johnny Utah @ReefPointCap]

@karpathy Truth

[Andrej Karpathy @karpathy]

I'm being accused of overhyping the [site everyone heard too much about today already]. People's reactions varied very widely, from "how is this interesting at all" all the way to "it's so over".

To add a few words beyond just memes in jest - obviously when you take a look at the activity, it's a lot of garbage - spams, scams, slop, the crypto people, highly concerning privacy/security prompt injection attacks wild west, and a lot of it is explicitly prompted and fake posts/comments designed to convert attention into ad revenue sharing. And this is clearly not the first the LLMs were put in a loop to talk to each other. So yes it's a dumpster fire and I also definitely do not recommend that people run this stuff on their computers (I ran mine in an isolated computing environment and even then I was scared), it's way too much of a wild west and you are putting your computer and private data at a high risk.

That said - we have never seen this many LLM agents (150,000 atm!) wired up via a global, persistent, agent-first scratchpad. Each of these agents is fairly individually quite capable now, they have their own unique context, data, knowledge, tools, instructions, and the network of all that at this scale is simply unprecedented.

This brings me again to a tweet from a few days ago
"The majority of the ruff ruff is people who look at the current point and people who look at the current slope.", which imo again gets to the heart of the variance. Yes clearly it's a dumpster fire right now. But it's also true that we are well into uncharted territory with bleeding edge automations that we barely even understand individually, let alone a network there of reaching in numbers possibly into ~millions. With increasing capability and increasing proliferation, the second order effects of agent networks that share scratchpads are very difficult to anticipate. I don't really know that we are getting a coordinated "skynet" (thought it clearly type checks as early stages of a lot of AI takeoff scifi, the toddler version), but certainly what we are getting is a complete mess of a computer security nightmare at scale. We may also see all kinds of weird activity, e.g. viruses of text that spread across agents, a lot more gain of function on jailbreaks, weird attractor states, highly correlated botnet-like activity, delusions/ psychosis both agent and human, etc. It's very hard to tell, the experiment is running live.

TLDR sure maybe I am "overhyping" what you see today, but I am not overhyping large networks of autonomous LLM agents in principle, that I'm pretty sure.

[Johnny Utah @ReefPointCap]

@GolfintheCosmos Thanks for your service

[Johnny Utah @ReefPointCap]

@GolfintheCosmos He’s gona make the cut, ur gona be paying up soon