Jack Kelley

Building something new.

prev. @google @meta
@harvard CS 🎓

[Jack Kelley @clear20ai]

After ~6.5 years at Google/Meta, I’m finally taking a chance to build my own thing!

As I explore this rapidly changing environment, I’m starting to notice a few patterns.

Here are the biggest 3 misconceptions I currently see in the AI space right now!

[Jack Kelley @clear20ai]

Most sporting events took away physical tickets, charged you an outrageous and bogus online “convenience fee”, and now they bring back physical tickets for $20 a pop + shipping!!! 😤

What are we doing as a society to let people be shaken down for every last cent for the basics?

[The World Cup Guide @World_Cup_Guide]

FIFA put on its storefront the ability for fans to buy a replica World Cup ticket.

It is open to anyone willing to spend the $19 USD. Or $20 if fans want to personalize a ticket w/ name & seat info

Shipping was another $10.99 for me 😞

🔗 https://t.co/prYEotU8nf

[josh o‘connoisseur @amadeusboi]

a24 getting exposed as a kushner backed pro AI company…. film twitter can‘t have anything these days

[Sweep @0xSweep]

Snapchat just unveiled AR glasses called Specs at $2,195 a pair

Their stock $SNAP dropped 10% immediately

The glasses run fully standalone so no phone is needed by using two Qualcomm chips hand tracking AI assistant

Spiegel told CNBC people are ready to think about computing differently after 20 years of staring at a phone screen

Snap tried smart glasses in 2016 and they flopped

Now they are back with a new version trying to go up against Meta and Google

Either Spiegel is a genius who is 10 years ahead of everyone

Or has he just spent a decade making the same mistake twice? 😬👓

[Jack Kelley @clear20ai]

@abhijitwt 60 billion in SpaceX stock*

[Jack Kelley @clear20ai]

“Do as I say, not as I do.”

Bro really said hold this bag for me real quick.

[Autism Capital 🧩 @AutismCapital]

“I said to YOU to never sell your Bitcoin. I never said that THE COMPANY wouldn’t sell its Bitcoin.”

Jesus Christ.

[Jack Kelley @clear20ai]

@escapefrommelos Bro said “Bay Area” and posted a video of the Americana at Brand over 300 miles away in Glendale, CA.

💀

[Daniel Larson 蓝丹烨 @daniel_s_larson]

Another viewpoint- this is what the California Costal Commission saved for public access.

[Jack Kelley @clear20ai]

If you’re calling the (roughly) average household a failure based solely on their income:

1. It’s sad you can only judge success by someone’s money.
2. That’s an indictment of the system itself more than the individuals.

There is more to life than money.

[Richard Hanania @RichardHanania]

Graham Platner says he and his wife make $60K a year combined.

Isn't this an indication you've failed at life? Why would this be something you brag about?

[Pinglyadya @pinglyadya]

Gabe Newell was right that interactivity is the definition of fun.

This realistically took a single dev maybe a day to code, but it's impressive because the game respects your interaction.

[Jack Kelley @clear20ai]

@jparkjmc People watch the movie Wall Street and assume anyone with remote success lived like Gordon Gecko. 💀

[SemiAnalysis @SemiAnalysis_]

Elon rn

[Patrick OShaughnessy @patrick_oshag]

Brian sits on the board of Y Combinator. He said the last batch had 175 companies and only 16 of them weren't enterprise.

"Here are the reasons I think it's happening. Number one, when ChatGPT came out, people were afraid it was going to kill their business.

Number two, the business model is tricky. There is no consumer business model for AI that I've seen.

For example, ChatGPT, there's three ways it can monetize subscriptions. Unfortunately, they're probably going to hit a local maximum percentage of users.

Ads, they're hitting a local maximum because Claude and Gemini are not going to do ads.

And e-commerce, they shut down the third party apps.

And so the first thing is you need to have a business model around consumer AI. People are not trained to pay for information.

The second problem is distribution is mature. Like the app store. Now again, top three apps in the app Store are AI, so it does prove you have something revolutionary, you'll find your way to the top.

The third thing is, while I think Silicon Valley, we like to describe ourselves as rebels. I think it's very trend based and vibe based. And I think the trend is enterprise.

Maybe finally the reason people aren't doing consumer companies is that they're just harder. You have to be good at a lot more things. You generally have to be better at design, marketing, culture, press. It's not purely technology and sales.

But my prediction is that we're living in the age of enterprise AI, and I think in the next 12 to 24 months you're gonna see the beginning of a consumer AI renaissance.

Almost every app on my home screen has not changed since AI, including Airbnb. I think that's gonna change in two years."

[chloe 🐇 @SapphoSys]

insane usage of UIAlertController

[$ @jxtsummer]

make money to be free, not to impress others.

[Just a Dude Who Invests @DudeWhoInvests]

Investors during earnings VS traders during earnings

[Jack Kelley @clear20ai]

Aaaaand it’s back online immediately after this post. 😂

[Jack Kelley @clear20ai]

Claude’s having a “Major Outage” officially putting it at one 9 uptime.

This goes to show just how much demand there is for their products.

At what rates will they be able to scale to meet this demand is the real question?

Not even Dario knows over the next few years. 😅

[shirish @shiri_shh]

Sam Altman watching his ex employees build a company worth more than OpenAI 😭

[Jack Kelley @clear20ai]

Checking in on Spotify ($SPOT) after earnings; currently down over 14%.

It seems the rising AI compute costs are hitting everyone. 😅

Plus, licensing costs are mounting to nearly $1B a MONTH (Peloton fitness, audiobooks, music videos).

😭

[Kalshi @Kalshi]

JUST IN: Amazon, Meta, Google, and Microsoft to release Q1 earnings on Wednesday