Corry Wang

Compute @ Anthropic | Formerly AI strategy @ Google and tech equity research @ Bernstein Research

[Corry Wang @corry_wang]

I wonder how many years in a row I’ll be able to just keep reposting this

[Corry Wang @corry_wang]

When I started my career, nobody cared about semis. The sector didn't grow, Moore's law was dead, and everybody just wanted to talk about SaaS stocks

How the times change

[Corry Wang @corry_wang]

To be an operator is to just be constantly confused. At Google we literally didn’t have the infra to track Search user retention until like… 2018 lol

[Corry Wang @corry_wang]

Was catching up with a friend from my days in public equities and was reminded of how investors will always *dramatically* overestimate how much any company actually knows about their own business

[Corry Wang @corry_wang]

I had never expected the pivotal moment would be getting everyone to agree that yeah mass domestic surveillance and fully autonomous killer drones would be, like, a bad idea

These will not be the hardest AI deployment questions that society will face in the next 3 years!

[Anthropic @AnthropicAI]

A statement on the comments from Secretary of War Pete Hegseth.

https://t.co/Gg7Zb09IMR

[Corry Wang @corry_wang]

All I have to say about SaaS stocks right now is that I’m heartened to see everyone else in the market has started extrapolating straight lines on charts as well

[Corry Wang @corry_wang]

1/ If you really believe LLMs will dramatically compress the cost of software development in 3-5 years, doesn't this obviate the reason for independent software vendors to exist?

This doesn't seem obviously crazy to me - it'd just be a return to the days of mainframes

[Corry Wang @corry_wang]

4/ The one thing that has changed - all of the checks now have an extra zero (or two)

“Even young PhDs could pull a half million dollars a year”

Ilya was offered “nearly $2 million for the first year”

Some things do change!

[Corry Wang @corry_wang]

1/ If I had a nickel for every time Mark Zuckerberg blew a few billion dollars trying to hire a team of star researchers to build a second place frontier AI research lab, I’d have two nickels. Which isn’t a lot, but it’s weird that it happened twice

[Financial Times @FT]

Breaking news: Meta’s chief artificial intelligence scientist Yann LeCun, a Turing Award winner who is considered one of the pioneers of modern AI, has told associates he will leave the Silicon Valley group in the coming months. https://t.co/t9D3gV7K0Q

[Corry Wang @corry_wang]

3/ Another thing that remains unchanged after a decade and a half - Mark Zuckerberg is extremely uninterested in AI safety, ie why DeepMind refused to sell out to Facebook

[Corry Wang @corry_wang]

12/ In that vein, Genius Makers is the apotheosis of the "stamp collecting" era of ML research

Let's hope we're finally entering the physics era

[Corry Wang @corry_wang]

1/ Last week I read Genius Makers on a rec from @modestproposal1 - this was Cade Metz's 2021 book on the history of ML

It was really fascinating, but in the same way you'd be fascinated reading a history of Newtonian physics published 3 months before Einstein invented relativity

[Corry Wang @corry_wang]

11/ A friend recently told me a hilarious quote from Ernest Rutherford: "All science is either physics or stamp collecting"

If you can't derive some underlying principle of reality from your research, then ultimately you're just collecting a bunch of random facts to no end