Sagar Allamdas

AI for everyone! Everyone's building AI. Few are asking who it's actually for. No investment advice. Views are my own.

[Sagar Allamdas @sallamdas]

https://t.co/5uYMEV8Zru

[Sagar Allamdas @sallamdas]

This sell-off tells me people expect no interest rate cuts and higher CPI, which is good. I think we will get the expected CPI and stocks will rally. Hotter CPI is already priced in.

[Sagar Allamdas @sallamdas]

But first -10x then 10x 🤣

[Alec Torelli | Poker & Decision Making @AlecTorelli]

10 investments I believe could 10x, and why.

1. $LMND
Lemonade is the future Amazon of insurance.

Insurance is laughably archaic.

Slow quotes. Slow claims. Opaque pricing. Endless friction.

Lemonade is AI-native from day one.

[Demis Hassabis @demishassabis]

Gemini Omni is a major leap in world understanding & multimodal editing! It can take photos, video & audio and build entirely new scenes. Over time it’ll be able to handle any input & any output - starting w/ video

You can even give it your own videos & iterate on your ideas:

[Andrej Karpathy @karpathy]

Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.

[Sagar Allamdas @sallamdas]

@fabknowledge @bubbleboi @draecomino 🤣🤣

[Sagar Allamdas @sallamdas]

Laughing at “assign objectives to agents and go to lunch”. 😅😅

[Haider. @haider1]

Former CEO of Google, Eric Schmidt:

"traditional programming is over, and i'm mourning the identity i built around it"

Programmers don't write code anymore — they wake up, assign objectives to AI agents, go to lunch, and let them run overnight

For anyone still coding the old way:
"stop. it's over"

[Sagar Allamdas @sallamdas]

Wow, I just learned that Jensen Huang used to work at AMD before NVIDIA.
@AnjneyMidha
Stanford CS153 Frontier Systems | Jensen Huang from NVIDIA on the Comput... https://t.co/gH8lssrk5A via @YouTube

[Mira Murati @miramurati]

Today we're sharing our work on interaction models. A new class of model trained from scratch to handle real-time interaction natively, instead of gluing it onto a turn-based one.
https://t.co/MoS5s4cm60

[Sagar Allamdas @sallamdas]

👏. Some folks need to callout.

[Tuomas Artman @artman]

Today is a hard day. I shared this note with the @linear team today: We’ve made the difficult decision to increase our workforce. This is not a cost-cutting exercise or a reflection of anyone’s performance. We’re simply reimagining every role for the agentic AI era. We’re hiring. We’re sorry about that.

[Sagar Allamdas @sallamdas]

@nejatian @Opendoor @X @YouTube @robinhood They also didn’t write your complete first name? 🤣

[Sagar Allamdas @sallamdas]

There is literally a before AI and an after AI.

[Sagar Allamdas @sallamdas]

Jensen is the Steve Jobs of the AI era.

[Sagar Allamdas @sallamdas]

@AnjneyMidha @CS153Systems Thank you!

[Sagar Allamdas @sallamdas]

Hi @AnjneyMidha - are all lectures removed? 😢

[Anjney Midha @AnjneyMidha]

Stanford @CS153Systems, Week 1 (Full Lecture)

AI Scaling, Bottlenecks, and Why Compute Isn't a Commodity Yet

00:00 Compute Coachella
00:29 Simple Life Heuristic
01:08 Uncertainty Creates Opportunity
01:42 Four Bottlenecks Framework
01:51 Empirical Proof Matters
02:05 Cloud Costs Are Shifting
02:15 Verifiable vs Fuzzy Progress
02:48 Scaling Predictability Explained
03:43 CapEx Explosion in Big Tech
04:06 Chips Aren’t Commodities
04:45 Compute Scarcity Conclusion

[Anjney Midha @AnjneyMidha]

@sallamdas they are being re-uploaded to the official stanford online channel here: https://t.co/24y4ACfNoE

you can also find them on x under the @CS153Systems handle

[Sagar Allamdas @sallamdas]

Yes - it’s very late! 🤣

[Mac 🐺 @MacnBTC]

still not too late to buy these btw

[Sagar Allamdas @sallamdas]

I believe there will be data centers in space.

[Chief Nerd @TheChiefNerd]

🚨 Sam Altman Dismisses Elon Musk’s Plan to Build Data Centers in Space

“Good luck with that. I don't even think he's that serious about it.”

[Sagar Allamdas @sallamdas]

I want to say - NO! Let’s see.

[MTS @MTSlive]

Vlad Tenev on why the Robinhood Gold card is so high aura:

" If you think about what happens to physical cards in a world where nearly all of the transactions are Apple Pay or digital, the physical card itself becomes more of a luxury good, right?"

"It's like having a nice, a nice luxury watch, like a piece of jewelry."

 "Digital payments is gonna continue eating the world. And I think every reasonable card strategy has to contend with that."

@vladtenev

[Wasteland Capital @ecommerceshares]

The $GOOG numbers were absolutely MIND-BLOWING.

Revenue +22%. Cloud +63% (WTF???) up from +48% in Q4, with record margin at 33% despite huge capex. Search accelerated yet again to +19%. The opposite of dead! Total Op margin at 36.1% (+200bps) = staying lean!

Just STUNNING. 🤯