lieutenant

wandering

[lieutenant @ltlayman]

Lot of engineering is debugging and parsing logs and stack traces. Some investigations require bringing a lot of information into the context window.

Because it’s programmatic, engineers might even kick off a bunch of work in parallel, in the background where they potentially spend just a minute looking at the final output.

Same way that cost for metrics can blow up with cardinality

[lieutenant @ltlayman]

Morning walks in the park with beautiful weather. They can charge for this

[lieutenant @ltlayman]

pessimists make up being hard to be around by being much funnier than the optimists

[lieutenant @ltlayman]

love the energy that @dylan522p brings to the tech industry

[lieutenant @ltlayman]

@suchenzang banger

[lieutenant @ltlayman]

@jmkettle would love to invert this. which industry/scaled career path had all three at any point in time?

[lieutenant @ltlayman]

dimensions working against revenue growth:

- faster chips
- algorithmic improvements
- more compute build out
- OSS eroding margins (minimax m3 evals look really good!)

for revenue growth:
- more demand

[lieutenant @ltlayman]

the 80/20 of the AI capex boom right now is coding agents. they're the real driver of spend, revenue, valuations.

but it's fearful how much people are treating this revenue similar to a diversified & durable revenue base (MSFT)

engineers will flip on a dime for the faster, cheaper option. the only reason this revenue (and revenue growth) maintain is that we stay compute constrained for 5+ years, which is such a hard bet to make given the astronomical valuations and spending that's resulting from this revenue

[lieutenant @ltlayman]

the 80/20 of the AI capex boom right now is coding agents. they're the real driver of spend, revenue, valuations.

but it's fearful how much people are treating this revenue similar to a diversified & durable revenue base (MSFT)

engineers will flip on a dime for the faster, cheaper option. the only reason this revenue (and revenue growth) maintain is that we stay compute constrained for 5+ years, which is such a hard bet to make given the astronomical valuations and spending that's resulting from this revenue

[lieutenant @ltlayman]

the problem with tech week and tech events now is that tech is too broad and all encompassing.

folks selling b2b saas to the logistics industry should really only be mingling amongst the logistics industry. they have no business mingling with consumer social founders building the next restaurant reservation app

but tech events can be useful across different industries if they're functional. e.g. your engineers go to a meetup to discuss agentic observability

this probably comes from a desire more to mingle amongst your social peers, rather than potential business partners --> more status seeking than value creation

[lieutenant @ltlayman]

anyone here try out factory? I assume sequoia convinced all portco's to throw them a contract

if that's you, would love to get a review. are you also trying competitors? or just finding general claude code / codex works well enough?

[lieutenant @ltlayman]

@BeingPractical I used to think that but I'm really coming around to appreciating the need for getting views/clicks on personal posts on LI/twitter

it's a ~free distribution channel. how else do you get so many views from your target market at such a low cost

[lieutenant @ltlayman]

@kevinakwok that's a huge stretch -- claiming that PG left for the same reasons that thiel did.

feel like PG just went to raise his kids away from the noise and try to send them to eton

[lieutenant @ltlayman]

@bernhardsson the problem is that measuring output is generally hard. as soon as you gain consensus on a metric, it will be gamed

the group of peers closest to them will only be able to tell how much value they're adding relative to everyone else

[lieutenant @ltlayman]

what's the perspective on antigravity cli? I don't see how they don't get to par with codex/ccode

[lieutenant @ltlayman]

microsoft should launch a CLI based competitor to claude code, codex, antigravity and engage in an all out price war.

more consumer surplus for me

[lieutenant @ltlayman]

toronto has the talent but simply does not have the same grind culture as NY/SF. the grind culture only comes from a deep belief of the potential of massively leveling up from their baseline economic prospects.

ask the american employees at faire what they're seeing from their majority-canada-based engineering team

someone should test out paying SF level total compensation for toronto talent and firing fast if their output is lower than the median of the SF counterparts

[lieutenant @ltlayman]

sierra opening a toronto office is probably the fastest that any tech company has gone to wanting to lower their spend on labour

[lieutenant @ltlayman]

sierra opening a toronto office is probably the fastest that any tech company has gone to wanting to lower their spend on labour

[lieutenant @ltlayman]

SF landlords were basically 2024-hired OpenAI/Anthropic Members of technical staff - without the hours

[lieutenant @ltlayman]

@martin_casado banger

[lieutenant @ltlayman]

@pitdesi @typesfaster your blood sugar is tanking which causes adrenaline to spike and wakes you up.

have a spoon full of almond butter before going to bed