hayden!

apart from clawd, my shower thoughts: venture, rl and geopolitics

[hayden! @haydsso]

saying you hate ai is like saying you hate electricity

[hayden! @haydsso]

africa’s biggest opportunity is building tech for the informal sector without forcefully trying to formalize it

[Crémieux @cremieuxrecueil]

Data centers barely use any water, barely use any land, and they lower electric bills.

[Brandon Guo @brandonguo]

i suspect the data market will be analogous to the high-finance of the AI world - multiple firms engaging in mutual cooperation & competition. more thoughts:

in the same way that a major M&A deal may have 2 banks engaged, major data initiatives often require cooperation from 2 firms that otherwise compete after smaller deals.

each relevant data company has some blend of human expert supply, proprietary data moats, and elite research talent.

the market is large enough that there can be multiple unicorn/decacorn winners, and lab diversification requirements also ensure that this is not a winner-take-all market.

barring frontier labs and compute companies, data will be the single most fascinating market to watch evolve over the next decade.

[Paul Graham @paulg]

Finally, sudo make me a sandwich is reality.

[Will Manidis @WillManidis]

blackstone announcing the formation of the firm in a full page ad in the times (1987)

so sick, more firms should do this

[hayden! @haydsso]

atoms are harder than bits. managing atoms is also harder than managing bits.

[L3 Tweet Engineer @MegaBasedChad]

I was actually recruited for Anthropic. They offered like 15 mil, 10 mil something like that. But I turned it down. Just to grind for the Twitter

[hayden! @haydsso]

!!!

[Daniel Kornum @dkfromdk]

https://t.co/biv19e804C

[Vincent Weisser @vincentweisser]

We raised $130M @ $1B for our series A

To build the open superintelligence stack for everyone

Pre-training concentrated frontier AI in a handful of labs. RL changes who can build frontier AI and just works across almost any verifiable domain. We want to enable everyone to train their own agents.

Companies can now own their model optimization loop: train directly on your product, optimize for your specific workflows, and build agents that improve continuously in production

Owning this model <> product improvement loop is how you build a compounding moat in the agentic era

Super grateful to serve over 6k+ customers, including many leading AI startups, neolabs and enterprises already building on our stack, and to our incredible team for shipping hardcore!

We train open frontier models and ship the same stack to our customers. Its spans the full stack of training, deploying and continuously improving models — compute, large-scale RL, environments, sandboxes, evals, and deployment.

We're excited to be joined by angels who are building the frontier themselves, many of whom we work closely with:
@johnschulman2 (Thinking Machines), @dwarkesh_sp, @AravSrinivas (Perplexity), @karimatiyeh (Ramp), @levie (Box), @_milankovac_ (Tesla), @winstonweinberg (Harvey), @amspector100 (Flapping Airplanes), @jeffwang (Cognition), @_arohan_ (Core Automation), @marksaroufim (Core Automation), @mikeknoop (Zapier, Ndea), @eastdakota (Cloudflare), @BrendanFoody (Mercor), @devanshpandey (Standard Intelligence), @hwchase17 (Langchain), @nicoup (Fleet) and many more

We're a small team building open superintelligence
> Reach out if you want to partner training, deploying and continuously improving your own frontier models for your use case
> Join us to build open superintelligence — we're hiring across all roles including RL, inference, distributed systems, full stack engineering and compute.

[hayden! @haydsso]

knowing what each profession does in some detail is hands down the highest leverage networking skill. sure you can be a doctor or work at an NGO, but know what m&amp;a lawyers, policymakers or what account executives in tech do. and i mean what they do on a task / detail level.

[hayden! @haydsso]

i wonder if the idea of a 'country vc' would make sense in incubating export companies (i.e an experienced operator deploying capital in helping other people of their same nationality setting up in some foreign country and basically does all VC stuff to help them succeed)

[hayden! @haydsso]

descend down your career SGD. at some point i thought i was making a decision between two very different options; in hindsight, going down either would've made me better and knowledgeable at both, it was a decision I never had to make.

[hayden! @haydsso]

in a post-AGI abundant world, only two groups matter: those who supply energy and those who supply food

[hayden! @haydsso]

@jestonlu gonna be here for another year!

[hayden! @haydsso]

things not many people are talking about:
1. what AI and abundance means for food and sustenance
2. how is AGI changing traditional development trajectories (leapfrog theory v2)
3. AI safety for Africa

[Ish @Ishanee]

I've been asked "who is the buyer of compute?" at least 50 times in the last week. Here's a simple diagram:

Futures = lock in a price before you actually buy/sell compute

Options = protect against the downside/upside risk in prices (= insurance)

[Dhruv Ahuja @DhruvAhuja2003]

im actually convinced that if you combine one of the adjectives: “applied, general, advanced, thinking, prime, physical” with the one of the following nouns: “intelligence, compute, intuition, machine(s)”, ur raising at 10 figures minimum

[Stephen Deng @mrstephendeng]

It seems to me that we're seeing a new generation of African startup that can only be described as 'neo-infrastructure."

They aren't laying roads or powerlines, but alongside a renewed shift towards sovereignty by governments and industrialization-as-impact by the global development regime, there's a set of AI-native teams out there building the intelligence on top of this next gen of infra.

We've seen several real signals towards this trend. Neo-remittance startups like @NALAmoney growing into full-stack payments with an intelligent treasury layer.

Neo-prime startups like @terraindustries hardening critical infra security across the continent with AI-first hardware during a time of unstable geopolitics.

Neo-procurement startups like @matta_trade stabilizing critical material supply chains with systems-level coordination driven by data discipline.

Like we saw with real-world stablecoin usage, it's very likely that African markets offer some of the most significant wedge opportunities for these kinds of solutions given how existential and unsolved the problems are.

In a world where global trade is increasingly fragile, I am increasingly bullish on teams that bring stability to Africa's industrialization efforts; those who buffer productivity against volatility.

More on this soon.

[gabriel @gabriel1]

"hey codex give me 20 variants of this page with one button per page to navigate between them"

"okay pick variant 4"

ai models are great at brainstorming and awful at making decisions, so use them as such

[hayden! @haydsso]

@nityasnotes if you use goodnotes to track your books, there's a goodnotes RSS feed that you can pull all the images for everybook automatically