Stanley Xie

Tech investor, prev. PE @KKR_co, @Stanford. Views my own and NFA

[Stanley Xie @stan_xie]

@andersonbcdefg Impeccable timing

[Noam Brown @polynoamial]

An internal version of Astra, @OpenAI’s next major model family, solved 10 major open problems in mathematics, quantum complexity, and theoretical computer science.

We believe it will be a major step for scientific reasoning. https://t.co/iP6cyheZ7i

[Stanley Xie @stan_xie]

@_Rohan__mehta Playing out as we speak :)

[Stanley Xie @stan_xie]

Astonishing how many people think the Fable ban is bullish for open source models.

What do you think the US gov will do when a Fable / Mythos class open source model is released (by China or anyone else)?

[Stanley Xie @stan_xie]

Yet another American chip manufacturer sold to foreign buyers in $2.9B take-private. Where is the CHIPS Act when you need it $UTZ

[Stanley Xie @stan_xie]

This article is total slop.

1) A $5.4B market today is ten-figures, not a "six-figure stream".
2) Advertising is already a $1T+ market today, so it's a matter of shifting spend rather than outright "abandoning" search engines / social media spend.

And don't even get me started on the TAM calculation.

[Stanley Xie @stan_xie]

In stark contrast to Xi's preaching of openness at the WAIC just a few days ago

[Financial Times @FT]

FT Exclusive: Beijing is considering restrictions to prevent China’s advanced technologies and star start-ups from being acquired by the west, highlighting the country’s intensifying rivalry with the US in cutting-edge AI. https://t.co/SzWg5v9wA7

[Stanley Xie @stan_xie]

@fikocian Great meeting you 🚀🚀

[Stanley Xie @stan_xie]

@__tinygrad__ Why does GLM respond thinking it's Claude then? Claude certainly does not think it's any of the Chinese models.

[Stanley Xie @stan_xie]

@allisonkiang @neilmovva Put your eagles up

[Stanley Xie @stan_xie]

@neilmovva @blintzbase @sailresearchco Congrats Neil!

[Stanley Xie @stan_xie]

@bneyshabur @pmarca @MirendilAI @a16z @kleinerperkins Congrats Behnam!!

[Stanley Xie @stan_xie]

@MichelleVolz 🚀🫡

[Stanley Xie @stan_xie]

Current tech zeitgeist in one tweet

[Alex Bouaziz @Bouazizalex]

Oh great and powerful @DarioAmodei - builder of minds, father of Claude. I humbly request you leave payroll to us at Deel.

We are but simple folk who process paystubs and chase compliance deadlines. But if you do come for us, call me first 🙏

[Stanley Xie @stan_xie]

@JamesBorow Heard the CEO is supposed to be the next Zuck too

[Stanley Xie @stan_xie]

@P_Remarks @bstaples @sytses Keep fighting the good fight man

[Stanley Xie @stan_xie]

Turns out it’s hard to find valuation support when you’re trading at >20x NAV

[Stanley Xie @stan_xie]

Fundrise $VCX trading at >20x NAV with Anthropic, OpenAI and SpaceX as a few of the largest holdings.

Retail is starving for privates market exposure.

[Stanley Xie @stan_xie]

Unitree's humanoid robots in action at the Lunar New Year festival: https://t.co/zllNNRhoiL

[Carlos Santana @DotCSV]

Bastante, pero bastante impresionante, el espectáculo por el año nuevo chino con robots de Unitree haciendo acrobacias en combo con niños!

Es impresionante lo que han evolucionado en sólo un año. Disfrutadlo, porque estamos a esto 🤏 de normalizarlo.

[Stanley Xie @stan_xie]

Unitree Robotics just filed for a $600M+ IPO. Their FY25 numbers are wild:

- 5,500 humanoid robots shipped
- Revenue up 335% YoY to $246M
- 60% gross margins
- 35% net profit margin

Demo / source below.