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[André @oracles]

Talent density is insane. From that single cohort:

• Jeffrey Yan (@chameleon_jeff) - Hyperliquid (~$40B)
• Alexandr Wang (@alexandr_wang) - Scale AI (~$29B, now leading Meta AI)
• Scott Wu (@ScottWu46) —- Cognition (Devin AI, ~$10B+)
• Jesse Zhang (@thejessezhang) - Decagon (~$4.5B)
• • Steven Hao (Cognition CTO), Johnny Ho (Perplexity), Demi Guo (Pika), etc.

Olympiad kids → HRT interns → building the future.

[Garry Tan @garrytan]

Thinking Machines is impressive. In a couple hours I just fine tuned my own Qwen3.5-397B model this afternoon.

Fast usable multimodal is also going to enable very mind-blowing personal AI.

[Movez @0xMovez]

Jane Street pays $750k/ year for quants who can answer how to use Stochastic Process and Markov Chains in quant trading.

This 1-hour MIT lecture on probability gives you the same insights quants get paid $60K/month for.

Bookmark & watch today. Then read the article below.

[Today Updates 🇺🇸 @TodayUpdates0]

🚨BREAKING: Brown University student Alex Shieh previously EVISCERATED the school's administrators for having a $46 million deficit, despite surging costs for students.

They pay $90K+ PER YEAR.

Alex Shieh: "What about the kids who weren't born on third base?! [...] Brown is on track to run a $46 million DEFICIT this year. WHERE is all the money going?"

"I'll tell you where it's going. It's going into an empire of administrative bloat and bureaucracy! Brown employs 3,805 full time non-instructional staff for just 7,229 undergrads. That's one administrator for every two students."

"This isn't education. This is bloat paid for on the backs of students and families who are mortgaging their futures for a shot at a better life!"

Do you firmly support Alex Shieh on this?

A. Huge Yes
B. No

IF Yes, Give me a THUMBS-UP👍!!

MAKE THIS GO VIRAL ON 𝕏. LET’S GO 👏

[apple @appleliujiani]

Over the past twenty years, the internet has been shaped by two major waves:
Distribution: from the early web to YouTube, content no longer needed permission to reach an audience
Connection: starting with Facebook, individuals no longer needed a broadcasting system to be heard

Today, those forces have completed a cycle:
YouTube became the new television
Facebook became the new broadcasting
Distribution opened access, but attention recentralized
Connection expanded voices, but expression became algorithmically shaped

AI introduces a third wave: Response
The next YouTube is not about uploading, but generating and adapting
The next Facebook is not about connecting, but interacting and relating

From distribution to generation
From connection to interaction
From content to personality
From platform to relationship

[Jim Fan @DrJimFan]

I promise this will be the best 20 min you spend today! Robotics: Endgame, the sequel to my last year's Sequoia AI Ascent talk, "Physical Turing Test". I laid out the roadmap for solving Physical AGI as a simple parallel to the LLM success story. Be a good scientist, copy homework ;)

And stay till the end, more easter eggs and predictions for your polymarket!

00:30 DGX-1 origin story at OpenAI, I was there in 2016 signing with Jensen and Elon. Heading to the Computer History Museum!
01:42 The Great Parallel
03:31 Robotics, the Endgame
03:39 Why VLAs fall short
04:32 Video world models as the 2nd pretraining paradigm
06:09 World Action Models (WAM)
07:46 Strategies for robot data collection and the FSD equivalent to physical data flywheel for robot manipulation
11:06 EgoScale and the Dexterity Scaling Law we discovered recently
14:00 Physical RL: bridging the last mile
15:39 DreamDojo: an end-to-end neural physics engine for scaling RL in silico
17:00 Civilizational Technology Tree and my predictions for the near future. Spoiler: it's closer than you think.

Thanks to my friends at Sequoia for inviting me back to AI Ascent this year! I had a blast! Last year's talk is attached in the thread if you missed it.

[apple @appleliujiani]

DeepSeek in beijing

[Yann LeCun @ylecun]

@eladgil BS.
Attention was born in Montréal
PyTorch in NYC.
AlphaGo in London
AlphaFold in London
ESMFold in NYC
Llama 1 in Paris.
Llama 2 in Paris+NYC+SV
DeepSeek in Hangzhou

Plus:
DINO in Paris
JEPA in Montréal+Paris+NYC

SV is 3 mos ahead on topics SV is singularly obsessed with.

[John Horton @johnjhorton]

@garrytan it's kind of amazing to me that some big AI lab/company hasn't bought Upwork; market cap < $2B & a large daily flow of "what are people trying to get done IRL" to train/test/optimize against

[apple @appleliujiani]

Sometimes I wonder—my daughter is now 2 years old. Should I prepare her to learn things that seem likely to be replaced by AI?

Take coding, for example. Many say that software engineers will become obsolete because AI can write code. But if you don’t know how to code, how do you effectively prompt AI to generate the right code? And beyond that—doesn’t understanding how to code also shape the way you think, helping you break down problems and structure logic?

At what point does skill turn into wisdom, and how does wisdom drive the next wave of technological advancement?

I haven’t figured this out yet.

Do we still need a broad foundation of knowledge to train our thinking? And is it that trained thinking, rather than just knowledge itself, that fuels innovation?

If someone has no foundational knowledge at all, how can they develop better thinking in the first place?

I’m still contemplating this. What do you think?

[apple @appleliujiani]

My daughter’s first week at school.
Day 1: she didn’t cry because she doesn’t know what’s going on
Day 2: she cried knowing we will leave her there when we say goodbye
Day 3: she cried again, less hard
Day 4: she cried and soon stayed calm
Day 5: she said goodbye to us, no tears. She moved on.

I cried really hard

[apple @appleliujiani]

congratulations!!!!! 😍

[Ryan JB Taylor @RyanT787]

Excited to be co-leading @StarpathSpace $8M round with @8vc. Starpath is building commercial scale propellant production factories for the surface of the Moon and Mars. A big shoutout to @SauravShroff5 and the entire @starpath team!

https://t.co/xje3qiyKa7

[apple @appleliujiani]

there are 3 types of people in the world. When they realize everyone in this life is just an actor on a stage, some people continue to act, some suddenly find it boring and leave to smoke without returning, and some, knowing this, decide to act brilliantly,just for the fun of it

[apple @appleliujiani]

@edgarhnd @martin_casado 🎉

[Andreas Weigend @aweigend]

Talk about Artificial General Intelligence at AGI house in Hillsborough CA to former Cambridge and Oxford (Oxbridge) students.

[martin_casado @martin_casado]

1/ We’ve submitted a letter to President Biden regarding the AI Executive Order and its potential for restricting open source AI. We believe strongly that open source is the only way to keep software safe and free from monopoly. Please help amplify.

[Garry Tan @garrytan]

Chat is overrated as a user experience.

Good visualization, information hierarchy, copy, call to actions is underrated as a user experience.

Multiply all of these effects by 10X when you have the power of an LLM involved. Start with great UX, not a chatbot.

[apple @appleliujiani]

@JenniferHli @a16z @kimberlywtan @zeyalater @davidu @venturetwins @kirbyman01 so pretty

[apple @appleliujiani]

PopMart’s new business Popbean- make a new bracelet with mystery box small collectibles- 2 dollar fun
New economy status new cheaper fun

[apple @appleliujiani]

love these high school yearbook pics @epik created..definitely gave me some inspirations on how I can do my hair.. maybe startups on how to plan your dating profile pics?

[Justine Moore @venturetwins]

Update: it was killed. RIP, another fun AI gone too soon.