Omeed Rad

Engineer. My name means hope so I'm legally obligated to be optimistic.

[Omeed Rad @omeedrad]

The overwhelming claim is that SWE will be finished by EOY thanks to LLMs. And yet, they are constrained by the datasets they were trained on. Proof of otherwise has yet to materialize, “Write a C compiler using only the Dragon Book and K&R C as reference”. Given that, there is easily well over 10B lines of critical closed-source production code that runs the modern world. While each individual company can leverage their slice of that for their own internal LLMs, no one player has it all.

So, is it really over?

[Omeed Rad @omeedrad]

🇺🇸 🇺🇸 🇺🇸 🇺🇸

[Omeed Rad @omeedrad]

2H 2025

[Omeed Rad @omeedrad]

You can’t skip steps but you can go fast

[Omeed Rad @omeedrad]

Happy Father's Day

https://t.co/WEHIjkTxv2

[Omeed Rad @omeedrad]

"Well Daddy, I've been tryin', I just
can't catch a break

There's too much in this world
that I can't seem to shake

But I remember your words, Lord,
they bring me the chills

Keep your nose on the
grindstone and out of the pills"

@TTChilders

[Omeed Rad @omeedrad]

Don’t forget to have fun!

[Omeed Rad @omeedrad]

https://t.co/e5MkM8bsY7

[Omeed Rad @omeedrad]

"But besides that, how was your day? Was the opera good?"

[Omeed Rad @omeedrad]

Double up

[Omeed Rad @omeedrad]

Alright, bet

[Omeed Rad @omeedrad]

DeepSeek leverages the same strategy, but with vastly different perception and funding dynamics.

[Omeed Rad @omeedrad]

Meta's LLM play feels like Microsoft vs. Netscape of the '90s, but the perception is reversed—the incumbent is seen positively for encroaching on the startup, an exceptional case.

Microsoft bundled Internet Explorer for free with Windows to eat into Netscape's browser market share, which Netscape sold as a standalone piece of software, Navigator, their primary source of revenue. They could do so given that Windows was a cash cow, thus bleeding Netscape dry. 'Embrace, extend, and extinguish' was an internal Microsoft phrase about such strategies.

Similarly, Meta can continue to open source Llama because of their ad revenue moat, leaving OpenAI (and others) in a tough spot. However, given all that hangs in the balance with AI, open sourcing is viewed in a positive light. Zuckerberg's recent blog post correctly highlights all the reasons why. This was very much not the case for Microsoft, whose approach, including other business practices, led to a major antitrust lawsuit, which they lost, furthering the antagonistic perception of the company.

[Omeed Rad @omeedrad]

🗽

[Omeed Rad @omeedrad]

@LosAngeles_Scan Thank you. God bless.

[Omeed Rad @omeedrad]

@gdbroman @vsco. Their editing tools are great

[Omeed Rad @omeedrad]

Capital and caffeine

[Omeed Rad @omeedrad]

"Deus sive Natura"

[Eric Quinnell @divBy_zero]

uarch micro-lesson #1

Branch Prediction is a power law, as observed by @djimeneth .

Is code, therefore, constrained by natural law?

Notes and slides avail from Berkeley lecture
https://t.co/M3SsqgxzCo

[Omeed Rad @omeedrad]

"If Beethoven couldn't increase his batting average over time, what makes you think you can?"

@pmarca

[Omeed Rad @omeedrad]

Forward

[Omeed Rad @omeedrad]

"Nothing ventured, nothing gained"