By VC standards we should either "conquer the world or die in a fire" and neither of these are spiritually compelling for me. I never wanted a company I just wanted a home. At this point we have a large and loyal paid community, we build tons of features for them (I think we did >30 releases this year) and they're pretty happy. We have enough revenue to fund tons of crazy R&D and our models are still the best by the metrics we care about (how the images look and how fun it is to make things). We have a huge backlog of exciting things to make our models way better. Zero risk. We did all this with no investors. Honestly, it feels like we are successful. The next metric of success I think about most about is now that we have "all I ever wanted" in terms of a big well funded R&D lab with cool people free to work on whatever we want... Can we now build something that would make baby David proud? And can we tell bold stories about a human future that people want to be a part of? I think we can.
my favourite kind of person is both exacting and deeply kind
they have a precise point of view on what good looks like, but deliver it with generosity, care, and belief
aka high standards without cruelty, discernment without condescension
Bold claims in the Bloom 2026 Power report:
-Within three years, Texas is poised to become the nation’s leading data center market; Despite Tier 1 markets largely driving capacity growth, emerging markets are collectively expanding their share by over 20% in aggregate [TX is not bold, this seems to be clear]
-By 2030, about one in five data center campuses are expected to exceed gigawatt scale, rising to one in three by 2035 [depends what you're using in the denominator to bucket as aggressive or clear]
-Utility respondents say time-to-power will take ~1.5-2 years longer on average than expected by hyperscalers and colocation providers. Over the last six months, the power expectation gap has widened in three critical hubs—Northern Virginia, the Bay Area, and Atlanta [expect delays]
- Over one-third of data centers are expected to use 100% onsite power by 2030 and developers increasingly expect permanent onsite generation to emerge as a preferred long-term approach [feels the most aggressive and talking book, but a big chunk of the 1/3 depends on the size of those mega clusters]
-By year-end 2028, 60% of respondents expect to adopt high-voltage central busways, and 45% expect to adopt DC architectures [also seems aggressive, SemiAnalysis said ~5% of racks will be 800v this or next year, right? that'd be a massive jump either way]
i wish i could do more - i wish i had a thousand hands and a thousand eyes and a thousand years and army of angels and a thousand stars that lit the sky so bright that the night would never come and that our sleepless dreams would fill this world
I’m an AI researcher turned brain tumor patient, and recently I used the models to crack my mystery fatigue faster than my PCP could.
I believe everyone can do the same with their own symptoms. Here’s how:
The outrageous effectiveness of Leitwörter
I've realised that all of the great skills I've written share one thing in common.
They make heavy use of Leitwörter - leading words.
A leitwort comes from literary theory. It's a repeated word or phrase used throughout a text to establish a theme or anchor meaning.
In skills, a leitwort is a word or phrase the agent uses to guide its own behavior. In other words, it's a word that leads the agent in a certain direction.
Let's take the leitwort "zone of proximal development" from my /teach skill. It's a phrase from the study of education. It means the "zone where the user feels challenged but not overwhelmed".
I use this only a couple of times throughout the skill's SKILL.md, but I've seen it almost every time the agent invokes the skill.
- "Let me adjust the lesson so it's in the user's zone of proximal development."
- "I'll read the learning records to establish the user's zone of proximal development."
In other words, that single phrase encodes how the agent should behave, in a concise token the agent can itself repeat to reinforce its own behavior.
Not only that, but it also likely tickles the agents' parameters related to educational research and "being a good teacher".
For engineering, leading words like "tracer bullets", "deep modules", "test seams", "clean code" are outrageously effective for leading the agent to produce better code.
So a leitwort in AI is any word or phrase you use that appears in the agents' thinking traces and guides its behavior.
Enjoy finding your own.
Yep, been howling about this for over a year now. Plenty of great open-source resources... You have something like 15-20 states actively looking at restricting or legislating data centers. It's becoming a table stakes issue into midterms and the next presidential election.
"At least 75 data center projects worth approximately $130 billion were blocked or delayed in a single quarter" https://t.co/hXgzLKCpjO
NCSL state tracker - tracks the states considering moratoriums - ~14 or so considered (which looks similar to the table Jesse posted) https://t.co/CTprKLNcob
DataCenterBans: 19 of 50 states restricting or considering restrictions https://t.co/9maMWslQXa
Track Policy: 20 of 50 states with active or advancing data-center restrictions https://t.co/muOU0ALBXI
i have been a big article and essay enjoyer for 7 years.
i have probably read more than 10,000+ essays online
below is a thread of my favourite essays or articles of all time (that i remember)
pls drop your favourite ones below.
The best problem solvers don’t know which problems to solve
https://t.co/uiQQHCMh2t - good read by @YogeshUpadh
"I believe that this is because the students in our country are taught puzzle solving and not problem forming. Problem forming requires an immersion in the domain of the problem and it requires application of abductive reasoning. Both require skills that students don’t have. What is more, they don’t even know that they don’t have these skills. I should know — I was one such student."
* Correct quote is “politically left” not socialist. Point stands. Entrepreneurs take potential and turn it into value that’s added to the global GDP. They capture a small amount of that value in the process which is a big part of the incentive. The rest goes to others, employees, shareholders, government, suppliers etc.
You can always criticize them. You can always criticize the redistribution efforts. But you should always remember that without them, there is very little new value enters society and that locks everyone in zero sum competition, sometimes war.
Entrepreneurs are load bearing for human thriving. It’s a glorious act to put yourself out there and build a company that provides good and services to everyone. And Elon is the best entrepreneur that ever was. You don’t have to like him, and sure he’s crazy, but otherwise he wouldn’t do crazy things. Same coin, two sides.
In 2028, China & US will not *allow* frontier open source models, will not allow free export of frontier closed models for natl security reasons, distilling to catch up will be impossible, and the capabilities of these models will be astounding. Run through the implications! 4/4
Once the veil lifts and you see that you are allowed to reach into the nothing and pull something sacred out of it, a woman, a company, a family, a book, a song that outlives you, you can never go back to being a consumer. you have tasted the blood of creation and the blood remembers you. from then on every day without making is a little death, and you will feel it in your chest like withdrawal, because the same hand that God used to separate light from darkness is living in yours, and it refuses to stay closed
Everyone's talking about AI-generated HTML.
But have you tried giving your sites a zero-config API for saving data, file storage, AI, websockets, etc?
We did this at Shopify. Runs on a single VM that costs $200/month, and it's changed the way we work.
We call it Quick 👇🧵