Andrei Kryssov

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[Andrei Kryssov @andreikryssov]

@chamath I recently published a metadata catalog on GitHub of CMS datasets. Makes it easy to discover other data sets to combine this with. For example search for all data sets that have HCPC codes https://t.co/qHYH5ZSMWv

[Andrei Kryssov @andreikryssov]

Shift+Tab, Shift+Tab

[Andrei Kryssov @andreikryssov]

@patloeber This is excellent - I'm just getting started with Python and AI so this was a very timely video, thank you!

[Andrei Kryssov @andreikryssov]

Notes to prepare for your Product Management interview. Organized around common PM questions. https://t.co/WI97S7OwIM

[Andrei Kryssov @andreikryssov]

@diegozaks Hey Diego - I'm very interested in the Sr PM Generalist position! Just followed if you'd like to switch over to DM.

[Andrei Kryssov @andreikryssov]

@teslaownersSV Wait a second, is that JOHN from Silicon Valley in this clip? 🤔

[Chamath Palihapitiya @chamath]

On Friday, I hosted a Space with @JonathanRoss321, the founder and CEO of @GroqInc - a company I invested in that is building custom chips for AI inference.

Jonathan, a former high-school dropout, entered the chip industry while working on ad optimization at Google’s New York office.

Jonathan overheard the speech recognition team complaining that they couldn't get enough compute. These were the early days of AI, and machine learning wasn’t really a thing yet.

So he asked for some budget from Google and started putting together a chip-based machine learning accelerator for them. During the day, Jonathan would work in the normal ads part of the business, and at night, he would work with the accelerator team.

After winning approval from Google, Jonathan and his team built a new chip called the Tensor Processing Unit, and began deploying it across Google’s data centers within a year.

The TPU was a huge success within Google, eventually underpinning more than 50% of all of Google’s compute power. When the other hyper-scalers learned of this success, they tried to hire Jonathan to build custom chips for them too.

During this process, it became increasingly clear to Jonathan that a gap would emerge between companies that had access to next-gen compute and companies that didn’t. So he founded Groq and set out to build a chip that would be available to everyone.

I led Groq’s founding investment in 2016, and since then, Jonathan and his team have developed several types of AI hardware including the Language Processing Unit (LPU), a new type of silicon that is hyper-efficient at running inference for LLMs.

In our conversation on Friday, we discussed the founding story of Groq, what you need for great AI hardware, large language models, and some of the implications for the key players in AI.

It’s one of the most interesting conversations I’ve had on AI with a lot of learnings.

You can listen to our conversation below:

[Andrei Kryssov @andreikryssov]

@SahilBloom As @jockowillink says, Good.

[Andrei Kryssov @andreikryssov]

Although @lennysan beat me to it with his handy decision-making frameworks newsletter this week, this is my go to list of frameworks as a PM. https://t.co/s5SDMgIHuO

[Andrei Kryssov @andreikryssov]

@mrajchan @gregisenberg #1 and #4 I've been thinking a lot about. Curating well is an edge. Google curated the internet with 10 relevant blue links. Netflix curates shows & movies you should watch. Spotify Friday Releases curates new music to listen to.

[Jason Fried @jasonfried]

Super detailed look at how a project starts, goes, ends, and ships at 37signals.

Here's how we built Bubble Up, from kickoff to launch. Original sketches, the pitch, internal posts, discussions, Hill Charts, QA, and everything else.

See it here:
https://t.co/DamX8PKBFt

[Andrei Kryssov @andreikryssov]

The 5% Problem Holding Back #NFTs
https://t.co/U19olBwUxX

[Andrei Kryssov @andreikryssov]

Seven Prevailing Topics Driving My Market Outlook Throughout 2024 $SPY $QQQ $IWM
https://t.co/DZNOGlxomH

[Peter Reznicek | ShadowTrader.net @PeterReznicek]

Expected bounce in early session as SPX touched down to 21ema on daily chart. Sellers negated it all and then some, closing market near lows of session. Bias remains down with potential for lower.

That was my daily closing statement to my subscribers. While I stand behind it, I'm still collecting data day by day and this data (market generated, not economic, news, or other bullshit) is still telling me that sellers are weak.

The biggest problem with that is that it can accelerate into something bigger at any time. But if it stays like this and just grinds lower with sectors continually mixed, then an uptrend that lasts longer than 1-2 hours will start.

[Andrei Kryssov @andreikryssov]

$QQQ - at an all time high. Where do we go next? Higher? Lower? Sideways? Who knows. But here are some levels and fundamental narratives I'll be monitoring.

https://t.co/EQO4Jzsvr3

[Andrei Kryssov @andreikryssov]

I continue to learn a tremendous amount from @jackschwager's Market Wizards books. My latest lesson is on the vast topic of Risk Management, thanks to @BruceKovner4 https://t.co/C2h8XHI6hl

[Carter Braxton Worth @CarterBWorth]

The Annual "Christmas Tree" stacking chart of historical annual returns for the S&P 500, published every Christmas week for the past 20 years.

Happy holidays to one and all.

Website: https://t.co/RRxJAeLcgO

[Andrei Kryssov @andreikryssov]

@dhh My favorite takeaway from your post, as it has broad applications. In strength training, Pavel Tsatsouline emphasizes deliberate focus on technique & form. In trading, there is value (especially for juniors) in logging & reviewing every trade to identify areas for improvement.

[DHH @dhh]

“If there’s anything I see juniors often miss, it’s this. Careful, repeated, even obsessive, study of their own work. For programmers that means poring over the pull request until it’s as aesthetically pleasing as it is functionally correct.” https://t.co/EaiolBziIM

[sassal.eth/acc 🦇🔊 @sassal0x]

A modest bull case for Ethereum in 2024

ETH's cycle bottom of $880 feels like ancient history now - it happened all the way back in June of 2022 - and since then, contrary to popular belief, ETH has performed quite well on a risk-adjusted basis (up 2.5x from the bottom).

But of course, if you just sit on crypto twitter all day, you probably think Ethereum is dead and ETH is going to $0 - the reality is that Ethereum and ETH have never been stronger and I firmly believe ETH is going to have an explosive 2024.

I also see people saying that Ethereum has no “catalysts” and no “narratives” that people can get excited about which is extremely puzzling to me as I believe Ethereum has more of these than any other ecosystem.

Though don’t just take my word for it, here are just some of the main things to get excited about in the world of Ethereum in 2024:

- Possible spot ETH ETF approval (May is the final deadline for some applications)
- EigenLayer/restaking goes live unlocking a major new primitive for Ethereum
- Continued ETH supply decrease from the fee burn (already at lowest levels since The Merge)
- Dencun upgrade goes live in March/April and brings with it EIP-4844 (lowers L2 gas costs)
- Increased L2 adoption across the board (activity at all time highs right now)
- Non-EVM L2's like @EclipseFND and @fluentxyz launching (brings in new types of apps/developers)
- The L2 ecosystem, led by Immutable, will become the home of crypto gaming
- Major Ethereum projects will do their airdrops and attract a lot of fresh capital because of it
- Wallet UX will continue to improve at a rapid pace and onboard millions of new users to the Ethereum ecosystem
- RWA will continue to grow and bring more of the “old world” financial products onchain

Funny enough, even though Ethereum has all of these catalysts and more, the most bullish thing for ETH is still just for ETH to go up - any experienced crypto participant knows that narrative follows price and when ETH starts outperforming, suddenly all of these "issues" that people have with Ethereum will disappear.

As a long-time Etherean, it’s nothing new to have to deal with the "crowd" being bearish on Ethereum or fading ETH - though it’s ridiculous to me that this is the case given how much Ethereum has achieved over the last 3 years alone and how much growth potential Ethereum and ETH still have for the very long-term future.

Anyway, ya'll can keep fading ETH if you want to - I’ll just keep stacking as much gwei as I can get my hands on.