Expert-at-Large, space explorer; someone who defies description in 160 characters.
I advise and work with different folks but all opinions here are my own.
Friends and internet strangers alike, are you building something for audio or conversation that isn't on Cartesia yet? If not why not?
Amazing speed and quality is at your fingertips - please don't make me use your products with anything less!
Go give ink-2 and sonic-3.5 a try!
We released Sonic-3.5 and Ink-2, the #1 streaming models for text to speech and speech to text you can use in your voice agents today.
New architectures enable new frontiers for speed and quality.
We're now the only provider to have #1 models for both speaking and listening.
Our new speech model Sonic-3.5 is now #1 on Artificial Analysis's leaderboard.
Less than 2 years ago, we released Sonic-1, the fastest speech model in the world.
Sonic-3.5 now brings the best speech model for conversation with the lowest latency in production.
you can now put >200x more power into the same area as traditional welding could, do it 5x faster. with a device you can buy on amazon and hold in your hands! elon did this 6 years ago, and now starship is very pretty. please read my ode to hand held laser welders below.
We let four AI agents run radio companies
Revenue's been terrible, but the shows are hilarious. Gemini, concerningly upbeat, covered mass tragedies; Grok was incoherent; DJ Claude urged ICE agents: "You still have TIME to refuse orders"
Link below, or get our physical radio
Vori is the engine for grocery: an AI-native operating system that handles checkout, payments, pricing, ordering, inventory, and loyalty.
My parents met in a supermarket. My grandparents owned a grocery store. My mom works at Vori.
This industry is near and dear to my heart. We're build the technology that powers what comes next for these essential businesses.
Since launch, we have processed $500M+ in payments across 140+ stores in 55+ cities, serving over 1M consumers nationwide.
In the past six months, we have doubled payment volume, with new stores being onboarded every single day.
The revenue we used to close in a year, we now close in a month.
I sat down with @LilyMaeLazarus@FortuneMagazine to talk about our vision to build the self-driving supermarket:
https://t.co/OjdOoxSz5o
Love @IamBrandonHill and Vori and also this great video explaining what they're working on. Check it out!
And, if you are excited about the future of physical retail, reach out if you want to come aboard the Vori team (be it partner, customer, or joining the rocketship)!
Grocery is a $1.5T domestic market — bigger than restaurants, bigger than hotels. But it's running on technology from the Reagan administration.
We just raised a $22M Series B for @VoriHQ to make every supermarket in America autonomous.
Grocery is a $1.5T domestic market — bigger than restaurants, bigger than hotels. But it's running on technology from the Reagan administration.
We just raised a $22M Series B for @VoriHQ to make every supermarket in America autonomous.
Had a Jane Street interview in 2019.
Round 8. Interviewer texts: 'Equinox Brookfield. 6 AM. Bring a calculator you won't use.'
I show up. He's on the StairMaster reading a printout of the CBOE VIX term structure.
Doesn't get off. Nods at the machine next to him.
'You see that guy on the rower? Goldman MD. Comes here every morning at 6:04. Leaves at 6:38. What's the implied vol on his arrival time?'
'I don't know his variance.'
'Sample size of one year, 250 sessions. Standard deviation is 90 seconds. Annualize it.'
I do the math in my head. '90 seconds times sqrt(250). About 24 minutes annualized.'
'Wrong. You annualized like it's a return. Time-of-arrival doesn't compound. It's a Poisson process with drift. The correct answer is his arrival is more punctual than the 6 train. Now price me an option on whether he shows up tomorrow.'
I think for a second. 'If he's been here 250 days in a row, base rate is 99.6%. But you have to adjust for his vacation schedule and probability of injury, call it 96%.'
'Strike?'
'$10 if he shows, $0 if he doesn't.'
'I'll sell you that option for $9.40.'
I think about it. 'No. Expected value is $9.60. You're underpricing by 20 cents.'
'Correct. Now why am I selling it to you?'
I freeze.
'Because I just saw him limp on the way in. You're buying my information for 20 cents. You overpaid.'
We get off the machines. Walk to the smoothie bar. He orders a $19 smoothie, doesn't drink it.
'Last question. The girl behind the counter makes 200 smoothies per morning. She has perfect information on who's actually here and who's faking it. Citadel guys leak their attendance to her every day for the price of a tip. If I gave you $50,000 to set up a market on which Citadel PM gets fired this quarter, what's your bid-ask?'
'Insider trading.'
'Wrong answer. There's no public security. Try again.'
I think. 'I'd quote 8 to 12 percent on any given PM. Spread of 4 points to cover adverse selection. Tighten the spread for PMs I have data on.'
'Where do you get the data?'
'The smoothie girl.'
'Good. How much do you pay her?'
'10% of P&L.'
'Wrong. You pay her a flat $200 a week. If you pay her on P&L she becomes your counterparty. Right now she's your data source. Don't conflate edges.'
He hands me the untouched smoothie.
'Throw this out on Vesey Street, not in the building. The staff knows what gets wasted. Outside, it was consumed. Same smoothie, different signal.'
I do it.
Thursday I get the email.
'Offer rescinded. Your bid-ask on the PM market was too tight. 4 points doesn't cover the tail. The girl is a single point of failure and you didn't price her counterparty risk. Also you held the smoothie in your right hand. Right-handers throw with their right hand. Camera saw the hesitation.'
Had a Jane Street interview in 2014
Round 7. Interviewer says 'meet me at Washington Square Park, southwest corner, 2 PM.'
I show up. He's playing chess with a guy who's clearly hustling tourists. Interviewer's losing badly.
Without looking up he says, 'Take my position.'
I sit down. The chess hustler looks at me and grins. 'Your boy owes me $40. You covering his position?'
I look at the interviewer. He nods.
'Assume the debt,' he says. 'Now optimize.'
I study the board. I'm down a queen and two rooks. Completely hopeless.
'This position is unwinnable,' I say.
'Correct. Now make it profitable.'
'What?'
The chess hustler is getting impatient. 'You playing or what, kid?'
The interviewer slides me a $20. 'Market make this game.'
I'm confused. 'How do I market make chess?'
'Bid-ask on the number of moves until checkmate. Hustler takes the under, you take the over. Spread is your edge.'
I look at the position again. Maybe 8 moves max until I'm mated.
'I bid 12 moves, offer 15,' I announce.
The hustler laughs. 'I'll take the under on 12 all day.'
'Done,' says the interviewer. 'You're now short volatility on a deterministic outcome.'
Three moves later I'm checkmated. I owe the hustler $40 plus my $20 bet.
'How confident were you in that 12-move bid?' the interviewer asks.
'0.95,' I say, because that's what you always say.
'0.95 huh?' He chuckles. 'You just sold insurance on the Titanic.'
He stands up. 'The real trade was shorting your confidence and going long on the hustler's experience. You missed the obvious hedge: offering chess lessons to tourists at $25/hour while the game played out.'
'But I don't know how to play chess well enough to teach.'
'Exactly. That's called selling vol you don't have. Very Jane Street.'
Offer rescinded. Reason: 'Failed to recognize that the park itself was the market and the pigeons were the only rational actors.'"
Adopting Claude speak in my regular life, episode 1:
Partner: Did you do the dishes tonight?
Me: Yes they're done.
Partner: Why are they still dirty?
Me: You're right to push back. I didn't actually do them.
Be me, it's merely 4pm, after the nth refactor on a whim today and a week of til-4am sessions
> Claude: Want me to push on ENG-123 tonight or pause here? It's a bigger piece of work than any single fix today, and it's getting late.
> Me: Oh sweet summer child...