Asternomic
@byte721
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@SpiritStAI HF analyst turned bad @uchicago
Joined November 2010
What's under the surface? - Trump didn't want to ban due to backlash - USDC (US Data Sec) was formed in 2023, was stood up for $1.5B and cost $700M - $1B annually to operate - Investors will make bank. TikTok is digital fent - TT Shop is crushing and is only just beginning
Today, history was made with the @tiktok_us JV, ending the saga around the ban. An overview: - The company is now majority American-owned - Oracle, Silver Lake, and MGX each holds 15% - ByteDance keeps 19.9% - The JV will protect data, retrain the algo, and add security measures
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Today, history was made with the @tiktok_us JV, ending the saga around the ban. An overview: - The company is now majority American-owned - Oracle, Silver Lake, and MGX each holds 15% - ByteDance keeps 19.9% - The JV will protect data, retrain the algo, and add security measures
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@OpenAI @AnthropicAI @claudeai 01/22/26 OpenAI invested in Sam Altman's BCI startup @merge Labs - Merge Labs describes itself as a "research lab" to "bridge biological and AI to maximize human ability" as it came out of stealth in an undisclosed seed round - Bain Cap, Interface, and Fifty Years also
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Passion, heart, fire, love, creativity, grit, deep desire to improve and win Those are traits I'd like to think I have I don’t think they’re things you can train
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Yeah, I cooked here in my 2024 AI Wrapped https://t.co/2y3coWxB3b
This might be @gradypb and @sonyatweetybird best work yet. Performance on long-horizon tasks is improving exponentially, roughly doubling every seven months. Roadmaps once considered wildly ambitious are becoming realistic.
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Bigger and growing faster than Meta Insanely cash flow generating Strongest video dataset and incredibly strong research talent (across modalities) Insane distribution across many apps While there's competition, Byte's Doubao is like OpenAI's ChatGPT
Demis is right about Bytedance being the most capable lab from China They have the deepest talent bench and lots of capital
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AI has displaced junior coders and to some extent senior coders What happens when AI's better than 99% of SWEs? Do we get rid of senior engineers as well? Is it just the CEO and agents? And then what happens when they're better at managing orgs? We invest in agent led stocks?
@sonyatweetybird @FatTailCapital @sequoia @gradypb I do think that agents really pulled ahead this past year One fact that corroborates the idea that AGI is here is that new grad hires in SWE are down horrendous. Of course tools reduce the need for grunt work, but in those tools, are also agents The crucial unlock will be ASI
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he could've just ended with alibaba, but no, he wanted more he wanted it all 8) OpenAI
People say Masa is a one-hit wonder - couldn't be more wrong: 1) Builds initial "Bank of Software" business 2) Invests in tech in 90s - Yahoo Japan big win 3) Alibaba 4) Invests in Japan broadband in late 90s 5) Huge W turning around Vodafone Japan 6) Sprint -> T-Mobile 7) $ARM
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I mean, someone's got to do design, right? @SpiritStAI Btw, I'm healing, but after doing some research, I found that this was not the first time Mercedes caused major damage with its Soft-Door Close https://t.co/eke7mqLCy1
This is a huge safety hazard and will delay building @SpiritStAI. Only posting because I am building in public I closed the door slowly, but the @MercedesBenz door defaults to a force close, so hard that it sliced my fingernail and broke my finger @MercedesBenzUSA
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Let's see how useful Poke is... Will say that it: - Is fast, incredibly fast, almost too fast - Has access to an insane amount of data (knows my X, tweets, emails, purchases, calendar) - Is a very sassy chatbot. At least when I began a conversation; the AI grilled me
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I had the most insane conversation with Poke from @interaction today. Had to convince this spunky, and honestly quite rude, AI bouncer to let me in the club, which included a membership fee I then had to negotiate the price down from $799/mo to $20 (it knew my spending habits)
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@OpenAI 01/13/26 @AnthropicAI, the company behind @claudeai, is reportedly raising $10B at a $350B valuation - Coatue and GIC will lead the new round, with the round expected to be finalized in the next couple of weeks - The round is separate from the $15B Nvidia and MSFT investment,
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Japan is way too funny man Literally flipping the script Title: As bear attacks rise in Japan, diners bite back
@SoftBank was working on some interesting AI applications. Did you know that last year, ~20 people in Japan were killed / eaten by bears? AI researchers have developed computer vision models to monitor the situation and notify people of any bear alerts to minimize casualties
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