arielle ⚡️

building agentic AI for bankers | yaps about strategic finance & tech | @Stanford alum 🌲

[arielle ⚡️ @exportasarielle]

@magnushambleton @tszzl I had this exact same idea not too long ago as a potential vibe code project for any e-text. hope it becomes a thing

[arielle ⚡️ @exportasarielle]

@BoringBiz_ You have to spend more time detailing what you want in every single cell but by that point I’d rather just build it myself 😭 long horizon task completion with 95% accuracy in the face of ambiguous instructions is the next breakthrough we need

[arielle ⚡️ @exportasarielle]

@buccocapital a slightly repackaged Dunning-Kruger effect but he’s still absolutely right

[arielle ⚡️ @exportasarielle]

@rejectHisDesign It’s like looking for a specific book in a library and instead of finding it, the librarian tries to write the book you want from memory instead lol

[Michael J. Miraflor @michaelmiraflor]

Getting paid to think is peak everything. If you’re getting paid well to think, don’t take it for granted. That’s 1% of civilization type stuff. Your ancestors are proud and jealous that you’ve gotten this far.

[jo johnson @josbjohnson]

I have noticed that the people who changed my life did not try to change my life. they were simply in the room being themselves with such completeness that the completeness altered me. through proximity alone. the way a fire alters the room simply by being lit inside it.

[arielle ⚡️ @exportasarielle]

@KevRGordon LOL

[arielle ⚡️ @exportasarielle]

@BoringBiz_ interested in tools for the sell side?

[arielle ⚡️ @exportasarielle]

@ethanrkho Move above the “task” layer earlier. Learn about cross functional systems, strategy, commercial awareness etc. by networking w/ professionals 10-15 years ahead of you. There still alpha in learning “how the sausage” is made beneath the tools as well so you aren’t a slave to them

[arielle ⚡️ @exportasarielle]

What’s fascinating about this is that there’s a thematic divide between super visible consumer ideas, that may not be able to figure out the economic part vs. B2B ideas being less visible but more valuable in aggregate. Even “future of work” was more about individual WFH tech back then when it feels like that theme describes team based productivity tools today

[arielle ⚡️ @exportasarielle]

@signulll doesn’t this bring right back to square one of copyright law? Don’t how know they could “prove” correlation of chatting about an idea to someone monetizing said idea later. If you remix an image from ChatGPT, how much does it need to change to be considered original for ex?

[arielle ⚡️ @exportasarielle]

it’s easier to rationalize narrative-based communication if you ruthlessly trace all arguments back to financial metrics when possible, as those should be the only “objective” North Stars all non-technical leaders are trying to optimize. Sales wants to argue why more Eng. resources should go to X vs. Y? Put your name to a Revenue $ upside case and we can run a controlled experiment to see if you are right in X months. the best objective leaders will default to this while politically driven leaders (ex: wants more headcount for personal brand, even if it’s bad for the business) will avoid try to avoid that conversation at all costs

[arielle ⚡️ @exportasarielle]

This will be the most analyzed s-1 in history lol

[Kalshi @Kalshi]

JUST IN: 50% chance OpenAI announces an IPO this year

[arielle ⚡️ @exportasarielle]

How is inequitable price gouging on everyday goods like food and groceries while colluding across the market going to be even remotely legal? In this economy?

[Lindsay Owens @owenslindsay1]

Big/bad news for consumers. Google is out today with an announcement of how they plan to integrate shopping into their AI offerings including search and Gemini. The plan includes “personalized upselling.” I.e. Analyzing your chat data and using it to overcharge you. 1/2

[arielle ⚡️ @exportasarielle]

@amandaorson The people who get 25%+ APR aren’t the primary beneficiaries of reward points / lounges perks so “losing” that doesn’t matter to them, they’d rather have lower monthly payments. The rest of us high earners will be just fine. Hope this helps

[Kyle @zeroxkyle]

once i realised how long it takes to save up $100k+ working a real job i started taking excessive risk

[arielle ⚡️ @exportasarielle]

@Kazanjy was literally going to ask if you’ve written a book on this stuff and then saw your bio! these are absolute gems

[arielle ⚡️ @exportasarielle]

The critique has never been about the sheer capability of the LLMs, they are nothing short of amazing in comparison to the norm. The critique is about the overstated applicability and speed of assured destruction in the labor market where a mythologized “AGI” will be analogous to an omnipresent God in society. The LLMs are smart enough today to do 90% of white collar roles in terms of “capability”, because we’re not doing black hole physics — we’re doing sales/data analysis/decision making/making arguments etc. in ambiguous situations. It’s not about being “right” most of the time it’s about navigating politics, persuading irrational actors who may have more power in an environment to do the “right” thing, etc. and the more actors involved who may or may not be plugged into the AI zeitgeist at all makes it really hard for LLMs alone to shine under these constraints.

[arielle ⚡️ @exportasarielle]

@chrisalbon the application layer really needs to put up or shut up in 2026

[Chris Albon @chrisalbon]

Alright listen San Francisco. Everyone cant sell shovels. Someone has to mine something.