ɔıɔıɾnɹƃ ɐɥsɐs

CEO - founder of complicated things inc - board member - Singularity U Grad - Writer + Speaker

[ɔıɔıɾnɹƃ ɐɥsɐs @SashaG]

Other writing as well: https://t.co/SnEDWRIhcV

[ɔıɔıɾnɹƃ ɐɥsɐs @SashaG]

@chamath https://t.co/dc4JQU3oRF

[ɔıɔıɾnɹƃ ɐɥsɐs @SashaG]

RT @KobeissiLetter: All eyes on Nvidia.

Today, Nvidia is set to report Q1 earnings with revenue expectations at a massive $78.8 BILLION fo…

[Saoud Rizwan @sdrzn]

deepseek v4 is now the cheapest sota model available at 1/20th the cost of opus 4.7.

for perspective, if uber used deepseek instead of claude their 2026 ai budget would have lasted 7 years instead of only 4 months.

[ɔıɔıɾnɹƃ ɐɥsɐs @SashaG]

@Kimi_Moonshot Super smart! Great work

[ɔıɔıɾnɹƃ ɐɥsɐs @SashaG]

@michaeljburry You and Stephen Wolfram agree. There is a computational irreducibility to predictive intelligence. The context of which it emerges from is what matters. It appears to be structural.

[Hedgie @HedgieMarkets]

🦔 Perplexity launched "Computer," an agent that orchestrates 19 AI models to handle end-to-end projects. It routes different tasks to specialized models and picks the best one for each step. Available to Max subscribers with usage-based pricing, with an open-source competitor called OpenClaw already positioning against it.

My Take
The agentic AI race is getting crowded fast. We've been covering token costs spiraling out of control, agents taking down AWS, and developers who can't work without AI tools anymore. Now the pitch is agents that run entire projects autonomously across multiple models.

The multi-model routing is an interesting approach to the problem we covered with Uber's CEO clone and the AWS outage. When one model makes a bad call, everything downstream breaks. Distributing tasks across specialized models could reduce that risk or multiply it depending on how the orchestration handles failures. Usage-based pricing also puts actual costs on users rather than hiding them behind flat subscriptions, which might create more honest feedback about what these workflows actually deliver. We'll see if the output matches the pitch.

Hedgie🤗

[malinvestment.jpeg @malinvested]

Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast, Dario on Dwarkesh, probably. Now you think it’s the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when you get to “Something Big is Happening”. Then you’ll install ClawdBot on a Mac Mini, vibe code a dashboard on top of a postgres database and say we’re all just a couple ralph loops away from building a Salesforce competitor. That’s gonna last until next week when you discover context graphs, and then you're gonna be talking about how the systems of record will be disintermediated by an agentic layer and reposting OAI marketing graphics.

“Well, as a matter of fact, I won't, because ultimately the application layer is just ….”

The application layer is just business logic on top a CRUD database. You got that from Satya’s appearance on the BG2 pod, December 2024, right? Yeah, I saw that too. Were you gonna plagiarize the whole thing for us? Do you have any thoughts of your own on this matter? Or...is that your thing? You get into the replies of anyone posting a SaaS ticker. You watch some podcast and then pawn it off as your own idea just to impress some VCs and embarrass some anon who’s long SaaS? See the sad thing about a guy like you is in a couple years you're gonna start doing some thinking on your own and you're gonna come up with the fact that there are two certainties in life. One: don't do that. And two: you dropped thirty grand on Mac Minis and LLM API calls to come to the same conclusion you could’ve got for free by following a handful of VC accounts.

[ɔıɔıɾnɹƃ ɐɥsɐs @SashaG]

A piece on friends.

“I never had any friends later on like the ones I had when I was twelve. Jesus, does anyone?”

https://t.co/OWNK717RLC

[delian @zebulgar]

just read this in an investor update

"older engineers who graduated from college pre-GPT are actually the best-suited for our purposes. They have fundamental programming ability that's lost amongst most of the current-gen."

the AI-induced thinking/skills decay has begun

wild

[Joe Hudson @FU_joehudson]

I had a client ask me recently:

“When entrepreneurs are going through massive personal transformation, like shedding old patterns or growing really fast, how do they integrate that with the intensity of running a startup?”

Here’s what I told him:

If you can’t handle transformation on the inside, you won’t be able to handle it on the outside.

Every external breakthrough in a company requires a nervous system strong enough to hold the chaos and change it creates. Without that foundation, you’ll unconsciously resist the very transformation your business needs.

The most successful founders I’ve seen tend to their nervous systems.

Bill Gates disappeared into the woods every quarter for a “Think Week” with nothing but books and notebooks.

Steve Jobs practiced Zen meditation and took long, meandering walks.

I do five-day silent retreats on a regular basis to clear my mind and return to myself.

Why does this matter?

Transformation isn’t just intellectual, it’s physiological.

When you train your body to stay open through inner upheaval, you become the kind of leader who can shepherd radical external change without collapsing under the weight of it.

What I often see is this:

Massive internal change → Massive external growth.

Your nervous system capacity determines how you carry your vision, your team, and the future of your company. Tend to it, and it will allow you to transform at every scale.

[Gary Marcus @GaryMarcus]

AI agents aren’t really working.

Why?

GenAI is like a C student who has secretly been given all the exams from the last decade. He may pass the exam, but take away the entire internet’s worth of cheat codes and there’s just not much there.

(screenshot from @jeremyakahn)

[ɔıɔıɾnɹƃ ɐɥsɐs @SashaG]

I've been reflecting a lot on where we are today. On occasion, the world feels pretty dark (personally and societally). But I think there is something emerging that's worth paying attention to. It's the courage that I see emanating all around us.
https://t.co/6d5tUOtMUX

[Gary Marcus @GaryMarcus]

A neural network is not a “being”, @geoffreyhinton, any more than a Tetris app on your phone is. (Reinstall Tetris and it comes back to life!)

[Alex Lieberman @businessbarista]

I’m not religious, but as I study the models powering chatgpt and realize how stupidly simple this technology is compared to the complexity of the human brain, I can’t help but wonder how something so profoundly powerful is even possible.

OpenAI is spending >$13 billion on compute and has >30 million square feet of data center space, while the brain has 86 billion neurons packed into something the size of a cantaloupe.

My brain hurts thinking about it.

[Reuters @Reuters]

Researchers have developed an AI-powered technology that reconstructs patients' 3D bone structures using just two to four X-ray images, reducing the need for CT scans and cutting radiation exposure by up to 99%

[The Globe and Mail @globeandmail]

Opinion: Trump’s trade war madness won’t last https://t.co/isdmYh46Rp

[ɔıɔıɾnɹƃ ɐɥsɐs @SashaG]

Some writing on the stories we're telling ourselves: https://t.co/hBmNReIuaf

[ɔıɔıɾnɹƃ ɐɥsɐs @SashaG]

"Look, difficult things are difficult. No question. But we’re getting to the point now where we seem to believe that difficult things have no value because our lives (and society) appear to be finite.

https://t.co/3DQTPMsB0x

[Tim Ferriss @tferriss]

“Suffering is a path to our greatness.” — Chatri Sityodtong

My brand-new interview with Chatri Sityodtong, CEO of ONE Championship, is now live!

Listen to the episode on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts!

cc: @yodchatri @onechampionship