golden goose factory

Incentives enthusiast. Tech curious

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@Franny8 @atelicinvest ^ perplexity computer or something?

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@atelicinvest Appreciate your willingness to change your mind. What are some of the better examples of people building internal software that you’re able to share?

Haven’t seen much other than what folks at some buyside firms plus semianalysis have done but I follow this less closely

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Claude effort naming is like condom sizing:

Big
Xxl
Humongous
Giga
MAXXX
KING KONG

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Maybe the issue is that Claude has dialed down the effort across the board, but I’m still seeing flashes of genius with opus 4.8 max effort in cowork.

Still other times when I’ve seen it make up numbers it should be extracting, but maker/checker makes it work

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@kylehtucker Totally agree but it’s interesting how many firms/investor have attempted this with (mostly) lackluster returns (tho qqq is a hard bench for sure). Hard to tell if it’s just that these funds are too big, or get distracted by being VCs on the side or what

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@Larryjamieson_ @TheRealDavey2 Come to the dark side bro

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@Larryjamieson_ Given your negative (and not undeservedly so) views on the country, why not move now?

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Finally got my first “it’s getting late on your end” from Claude

Finally joining the cool kids, guess I’m burning the socially acceptable amount of tokens

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@endowment_eddie 3 just makes it easier to fire them when they come back with 2x the fund size and try to move to a segment of the market they’ve never invested in before

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@ChairliftCap Sounds like buyout versus publics

Also attracts diff people within each II w/ silos - networkers versus more analytical types

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@atelicinvest @joinyellowbrick Wouldn’t be a tiger cub if you didn’t do both of these

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@Larryjamieson_ Wdym by construct? It can be helpful in pressure testing your thinking in some cases

Like all llm output, if you don’t think critically about the first thing it gives you it’s not going to be any good, but that’s not the only way to use it

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I was wrong about this, business class (and others) will definitely choose their airline loyalties based on this; also: the speed is insane

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Lots of people still flying spirit or buying United basic economy and not even getting a carry on bag, but sure, no one will be willing to take a flight without wifi for a lower cost

[Gavin Baker @GavinSBaker]

Airlines that do not offer Starlink will likely rapidly become uncompetitive.

Sounds like United might the first US Major to offer it.

[Spooky JL @spooky_JL]

0 for 100+ on “just having 1-2 beers, i won’t end up staying out late”

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Ok 5.5 is a little cracked. OpenAI is back

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@dylan522p @AnthropicAI Orange gotta be @FoolAllTheTime

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Short LULU

Thesis: big, ugly logos on the clothes

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I’m actually sympathetic to his side of selling slightly nerfed chips to China, but he’s doing much persuading here

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Man Jensen is such an asshole on the dwarkesh pod. Great at keeping the PR face on, but it’s a little annoying to listen to the argument since it doesn’t go anywhere

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“You’re immature, you’re an idiot, it’s unpatriotic to argue with me” idk man