Shivi

unfiltered rambles on tech, politics, & society

[Shivi @ShivOperator]

@eliebakouch This tweet wins

[Shivi @ShivOperator]

@alb3e3_ @huskyXBT Funniest reply I’ve seen about the IPO man. Got a good laugh out of this

[Shivi @ShivOperator]

@tunguz @BenjaminDEKR Pivot to having more fun

[Shivi @ShivOperator]

@tszzl Roon brother, need your advice on recent undergrad and grad school graduates.

What is a general recommendation for a STEM graduate looking for jobs right now?

[Shivi @ShivOperator]

@Noahpinion The 180 doesn’t feel genuine.

And in today’s times, when trust is already low, nobody will believe it.

[Shivi @ShivOperator]

@paulnovosad A global pandemic followed by generational inflation in your 20s will do that to you.

[Shivi @ShivOperator]

Dunking on Hinton over his radiology take is getting real old.

Medicine is not a free market industry because there’s a cap on residences. So even if we had a million people ready to become radiologists, the system literally wouldn’t allow it.

How many other jobs have this cap?

[François Chollet @fchollet]

AI automates tasks, not jobs, and when a task gets cheaper, demand for the job grows.

AI cannot automate jobs end-to-end because it lacks autonomy and cannot operate without supervision. There is still zero job from 2022 that can be performed end-to-end by AI, not even translator or customer support associate.

[Shivi @ShivOperator]

@chamath Chamath, you’re too optimistic.

Ask the average person what they’re doing after they send a command to ChatGPT, Claude, Gemini, etc. Everyone just whips out their phone and starts doomscrolling.

Or is that what you meant by leisure time?

[Shivi @ShivOperator]

@systems_andsoul Satya, Sundar, and Jensen have said several times that they use AI for brainstorming and as a kind of “collaborative partner.”

Up to you whether they’re being truthful or giving a PR answer though.

[Shivi @ShivOperator]

Entry level jobs are so cooked.

[Anthony Pompliano 🌪 @APompliano]

I have changed my mind on how AI will impact jobs in America.

Previously, I believed AI would replace many entry level roles typically filled by young employees. The technology would then work its way up the organization and eventually reduce the total number of jobs in a company.

The data is saying something different, so when I get new information I am willing to change my mind.

The number of software engineers being hired has been increasing. The number of open software engineer roles is growing.

The number of new college grads who get hired has increased 5.6% over the last 12 months. The unemployment level for people aged 20-24 years old who have a college degree has fallen from nearly 9% to almost 5% as well.

The Wall Street Journal recently wrote “AI created 640,000 jobs between 2023 and 2025 in the U.S., according to an analysis by LinkedIn of job posting data, including new white-collar positions such as Head of AI and AI engineer.”

And I am starting to see companies throughout our portfolio aggressively hiring to keep up with the demand for their products and services.

If AI can make employees more productive, which is widely accepted as fact, then companies are going to want as many productive units of labor as possible. This is a key reason why I am changing my mind.

AI appears to be a magical technology that will make companies more productive and more profitable. The net result will be more corporations, more startups, and more jobs.

All three are big, positive wins for the American economy.

[Shivi @ShivOperator]

“Never interrupt your enemy when he is making a mistake. -Napoleon”
—Sam Altman

[Lisan al Gaib @scaling01]

Anthropic removed Claude Code from the Pro plan

I'm obviously going to cancel my subscription if I lose access to Claude Code

Mythos was actually the top of the Anthropic hype cycle

[Shivi @ShivOperator]

@tunguz Completely agree.

[Shivi @ShivOperator]

As I said last year, this form of surveillance is inevitable.

[Shivi @ShivOperator]

https://t.co/ctoGclP7KW

[Shivi @ShivOperator]

59% of U.S. employers use real-time screen tracking. This number will rise dramatically as knowledge work is fully automated.

Imagine training AI systems on the exact workflow of your top employees using simple screen recordings. The incentives are too strong.

1/2

[Shivi @ShivOperator]

As I said last year, this form of surveillance is inevitable.

[*Walter Bloomberg @DeItaone]

$META TO INSTALL TRACKING SOFTWARE ON U.S. EMPLOYEE COMPUTERS TO CAPTURE WORKFLOW DATA FOR AI TRAINING -INTERNAL MEMO

META TRACKING TOOL TO CAPTURE MOUSE MOVEMENTS, KEYSTROKES AND SNAPSHOTS OF WHAT EMPLOYEES SEE ON THEIR SCREENS -INTERNAL MEMO

[Shivi @ShivOperator]

@DeItaone Exactly 1 year ago.
https://t.co/pKV18sGEqc

[Shivi @ShivOperator]

Using context engineering to actualize tacit knowledge is how labor will be automated.

Screen recordings, SOPs, meeting notes, and so many other formats.

[Shivi @ShivOperator]

@Jason This is the version of him that won both elections.

[Shivi @ShivOperator]

@PalmyrPar Completely agree.

[Shivi @ShivOperator]

Everyone is overcomplicating the fuck out of this.

Nobody wants to train and invest in young employees anymore. People want to hire people who are ready to work.

If you are not in the top ~5% of your class, you will not be chosen by the top corporations. You will automatically start your career behind previous generations of entry level workers.

[Shivi @ShivOperator]

“Don’t judge a fish by its ability to climb a tree.”

But what if I want to be the one fish that can actually climb trees?

[Shivi @ShivOperator]

Every time I see lists like this, I have to remind myself that there’s levels to this shit.

Really forces me to put my head down and work even harder.

[Thiel Fellowship @thielfellowship]

Welcome 2026 Thiel Fellows!

WHO ARE THEY?

Victor Boyd: Birmingham, AL - @VictorWBoyd
Cavalla is on a mission to get anything anywhere in under 5 hours. Starting by building autonomous forklifts, through to developing hypersonic highways.

Samuel Carvalho: Recife, Brazil - @samuelclcc
Praso is building the new infrastructure for wholesale commerce — powering procurement, credit, and workflow tools for SMBs across underserved areas in Brazil.

Nick Dobroshinsky: Sammamish, WA - @NDobroshinsky
EveryTicker is democratizing institutional-grade financial research across the entire U.S. stock market, including the thousands of smaller companies Wall Street ignores.

Ishan Gupta: Kanpur, India - @ishangpta
Juicebox is building an AI recruiter that helps companies make better hiring decisions. Agents that understand real skills and move hiring from guesswork to true meritocracy.

Antoni Kiszka: Strzyżowice, Poland - @antoni_kiszka
Derpetual is building the infrastructure to create a market for any asset — with leverage.

Milan Lustig: Cold Spring Harbor, NY - @HighPriestOfSWO
Opt32 is building modern compute infrastructure to put AI onboard objects in the physical world — from robots to cars and drones.

Galen Mead: Chapel Hill, NC - @g413n
Standard Intelligence is building aligned general learners, pretraining large models to actively explore and learn from the Internet.

Aubrey Niederhoffer: New York, NY - @needaubrey
Swoop is building the super app for Africa, starting with food delivery in Nigeria and expanding into financial services across the continent.

Harry O'Connor: Cork, Ireland - @HarryOC493
Sentient Machines is a research lab building foundational models for robotics that generalize across tasks and environments.

Alex Shieh: Salem, NH - @alexkshieh
The Antifraud Company is a fraud bounty hunter defending American taxpayers with AI and investigative journalism.

Claire Wang: Los Angeles, CA - @clairebookworm
Claire is building biologically accurate simulations of entire nervous systems, starting with C. elegans. Developing a simulated brain that researchers can communicate with helps lay the foundation for brain-computer interface (BCI) technology.

Kyler Wang: Portland, OR - @kylerywang
Action is an artificial intelligence company in stealth.

[Shivi @ShivOperator]

Why the fuck is Palantir quoting Christina Aguilera?

And then I read it again.

[Palantir @PalantirTech]

Congratulations to Airbus and Skywise on this milestone in the aviation ecosystem.

Palantir is proud of its longstanding partnership with Airbus that began on the collaboration during the A350 production ramp up.

Cristina Aguilar, SVP Customer Services, Commercial Aircraft at Airbus: "Our customers require resilient, end-to-end and interoperable digital solutions. The newly created Skywise will be the only provider to do so by combining OEM expertise and digital know-how."