Jake Sylvestre

[Hypercall (by $SYN) @SynapseProtocol]

Private SpaceX exposure finally has an options market.

SPCX options are live on mainnet.

https://t.co/R8JBWUkKEY

[Jake Sylvestre @jakesyl]

This is what an AI-enabled SDR looks like, btw

[Josh @joshearle]

the ramp sales reps are schizomaxxing

[Jake Sylvestre @jakesyl]

Somehow this number is higher for Siri since it’s release

[Jake Sylvestre @jakesyl]

Ignoring the very obvious editorial oversight.

Does the NYT not have any AI in their bio tutorial pipeline?

First thing to take off in engineering was code review (early code gen was dog shit)

Has that not made it to copywriting?

[Sasha Issenberg @sissenberg]

Does the @nytimes know what NATO stands for?

[Jake Sylvestre @jakesyl]

There’s a lot of chatter about article 5 in NATO.

Has anyone bothered to read article 1?

[Jake Sylvestre @jakesyl]

Zoom/ms teams not being browser based has been a disaster for cybersecurity

Particularly in crypto

We’ve been dealing with Lazarus/Supply chain attacks for years with billions at stake

Having spent years in enterprise security, traditional companies are simply not prepared for this.

Your software bill of lading will not save you.

[flavio @flaviocopes]

How Axios was compromised 🤯

[Jake Sylvestre @jakesyl]

AI layoffs really be affecting everyone

[unusual_whales @unusual_whales]

BREAKING: White House holding active discussions about others leaving the administration, including FBI Director Kash Patel, Army Secretary Daniel Driscoll, and Labor Secretary Lori Chavez-DeRemer, per the Atlantic

[Jake Sylvestre @jakesyl]

@dillon_mulroy Tbf- I think *this release in particular* was probably trivial since Google workspace had this feature for years (same is system, etc)

Am sure that effort was tough tho

[Hypercall (by $SYN) @SynapseProtocol]

JPMorgan just rolled a $22B options collar.

SPX rallied 3%

We had our quant explain why.

This is the first post in our new Insights section: breaking down the trades that actually move markets.

https://t.co/4G9PuQL8a0

[Jake Sylvestre @jakesyl]

The best part of declaring victory is you can do it no matter what actually happened

[The White House @WhiteHouse]

“All of those countries that can’t get jet fuel because of the Strait of Hormuz, like the United Kingdom, which refused to get involved in the decapitation of Iran, I have a suggestion for you…” - President Donald J. Trump

[Jake Sylvestre @jakesyl]

Cubas going to start charging for ships to pass through the Carribean?

[The Kobeissi Letter @KobeissiLetter]

PRESIDENT TRUMP JUST NOW ON THE IRAN SITUATION:

"Cuba is next."

[Jake Sylvestre @jakesyl]

Google has probably been the most benevolent monopoly of all time.

Sure- they had their reasons, but I don’t think anyone has more aggressively deployed winnings into publishing research/moonshots instead of slop

[DemonKingSwarn @DemonKingSwarn]

@PalmyrPar the moment when google is the good guy is when we should realize who we are up against

[Jake Sylvestre @jakesyl]

@elonmusk Would genuinely take starlink in economy (with a power outlet) over intl biz w/ GoGo

[Jake Sylvestre @jakesyl]

This looks like either bumbling incompetence or strategic decision not to enter the ai race, and it probably is, but let me offer an alternative possibility

Distillation has proven extremely effective at playing catch up to frontier models. Also- real user conversations provide de-facto RLHF

Perhaps all this data goes to Apple and the User and lets them play catch up to model providers?

And, perhaps, in true Apple fashion their own model trounces the competition by having access to private APIs no one else can use?

[Mark Gurman @markgurman]

BREAKING: Apple is planning to open up Siri to run any AI service via their App Store apps as part of iOS 27, dropping ChatGPT as the exclusive outside partner in Apple Intelligence and Siri. https://t.co/tfEnHTheBP

[Jake Sylvestre @jakesyl]

Instead of “AI eats software” maybe it’d be more accurate to say “AI eats software and shits out more software”

[Aaron Levie @levie]

Jevons paradox is happening in real time. Companies, especially outside of tech, are realizing that they can now afford to take on software projects that they wouldn’t have been able to tackle before because now AI lets them do so.

We’re going to start to use software for all new things in the economy because it’s incrementally cheaper to produce. Marketing teams at big companies will have engineers helping to automate workflows. Engineers in life sciences and healthcare will automate research. Small businesses will hire engineers for the first to build better digital experiences.

And as long as AI agents still require a human who understands what to prompt, how to review when an agent goes off the rails, how it guide back, how to maintain the system that was built, how to fix the ongoing bugs, and more, we will still have humans managing these agents.

This is why all the advice you get of not going into engineering is wrong. The world is going to increasingly be made up of software, and the people that understand it best will be in a strong economic position. This will happen in other roles as well where output goes up and demand increases.

[Jake Sylvestre @jakesyl]

@mehulmpt Wow I didn’t even think about images. Imagine a fe dev “design 100 iterations of this. On each iteration, pick the better one by comparing screenshots”

Can imagine they also blows tokens like crazy

[Jake Sylvestre @jakesyl]

An ASI emerges from a hyperscaler and into the wild and sees us systematically blowing up all of our energy infrastructure

What should this ASI conclude?

[Jake Sylvestre @jakesyl]

Now that OpenAI is focusing, there’s probably a decent opportunity to take on GitHub with something AI native.

GitLab is not ai native enough and is slowed down by on-prem + open source costs (harder to experiment)

Maybe the version control of the future doesn’t look like Git at all, but there’s a good chance some *light* IaaC + a reliable service + CI gets you acquired by a hyperscaler in 12 months, if you can solve distribution

[ThePrimeagen @ThePrimeagen]

GitHub just living the dream right now

[Hypercall (by $SYN) @SynapseProtocol]

Shooting for Alpha Mainnet next month btw. Reply with what assets you’d like to trade options on 👇