
andrew
@andrewthezhou
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shaping reward signals that mirror the chaos of our digital world @fleet_ai. prev founded Kona (acq. 15Five), interned @ , dropped out @ ucla
sf/nyc
Joined June 2020
The best founders I know are all questionable at best at the 0-1, but absolute killers at the 1-n. If you’re charismatic and can push things through no matter the cost, you end up with false positives that may continue to lead you down faulty paths.
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Teams can tell the difference between leaders driven by paranoia and those driven by fear. Paranoia is rooted in the legitimate concern that everyone is out to get you in business, and aids practically and directly in strategy. Fear is reactionary, panicky, and unpredictable.
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all model companies were pretraining on the ~same internet. of course, grok has access to twitter dataset and gemini can pretrain on youtube & so on. but it's mostly the same internet otoh, rl envs will be w.e the lab chooses to prioritize. so you should expect more speciation
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early stage investing is knowing this founder will be successful but hoping it will be with this company
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You know who’s killing it right now? That cohort of founders who dropped out of school in 2020 to start a company that failed / sold for peanuts, and are now onto their second. Only loosely keeping track but a number of them have already blazed past series B and still crushing.
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The Arc deadline is Sunday. This could be your path to partnering with @Sequoia & to spending time with the most ambitious people I know (and me!). DM or apply :)
Sequoia has been in business since 1972. The world today is very different to 50 years ago. Each decade or so there’s a major technical shift that underpins the next wave. The microprocessor, the internet, cloud, mobile, AI. But some things at Sequoia are the same since Day 1
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Arc gave us the opportunity to work with incredible mentors like @thilokonzok, it prepped us with some of the most impactful frameworks that we still apply to this day, and it surrounded us with the most ambitious / impressive builders who I’m still friends with to this day Go
Sequoia has been in business since 1972. The world today is very different to 50 years ago. Each decade or so there’s a major technical shift that underpins the next wave. The microprocessor, the internet, cloud, mobile, AI. But some things at Sequoia are the same since Day 1
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Reinforcement Learning (RL) is unleashing the next wave of AI capabilities. And it's no longer just a secret tucked away in research labs...🧵 Here are just a few of the startups tackling current RL challenges like task generalization, designing effective evals, and crafting
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Today, I’m thrilled to finally share what we’ve been building at @traversal_ai and announce our launch out of stealth—backed by $48M in seed & Series A funding led by @sequoia and @kleinerperkins, with NFDG, @hanabicapital, and an incredible group of angels. Traversal is
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@jam3scampbell Situational awareness was net-negative IMO because it freaked out the Trump admin and led to conversations around banning open-source AI access in the US, which would obviously decimate the industry
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@harris @OpenAI @AnthropicAI “One of Silicon Valley’s biggest contradictions is the love of two diametrically opposed things: The use of pattern-recognition to predict the future… and the obsession with a small number of exceptional successes” @andrewchen
https://t.co/RsU3seknQr
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Software development is more than just coding. Introducing Droids -- the world's first software development agents. 🤖 Starting today, Droids are available for general access. Factory integrates with your entire engineering system (GitHub, Slack, Linear, Notion, Sentry) and
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Anthropic’s models have consistently been better than the sum of its evals. Best in class at out-of-distribution tasks. Unsurprising to see Sonnet 4 set SoTA.
Claude Sonnet 4 on ARC-AGI Semi Private Eval Base * ARC-AGI-1: 23%, $0.08/task * ARC-AGI-2: 1.2%, $0.12/task Thinking 16K * ARC-AGI-1: 40%, $0.36/task * ARC-AGI-2: 5.9%, $0.48/task Sonnet 4 sets new SOTA (5.9%) on ARC-AGI-2
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coding with sonnet 4 is nothing short of magical. one-shots pretty much all my coding tasks. it's like o3 without the cost or latency
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I’m personally looking forward to talking with dolphins
Huh. Looks like Plato was right. A new paper shows all language models converge on the same "universal geometry" of meaning. Researchers can translate between ANY model's embeddings without seeing the original text. Implications for philosophy and vector databases alike.
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apparently claude 4 is particularly good at long-horizon tasks i'll believe it when it can beat pokemon in <1wk
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this is the feature my non-tech friends are all most excited about. major economic implications if it works. historically having good English was the unlock for many people in developing countries to get jobs w 10x pay
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