Michael Frazis
@michaelfrazis
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Aussie fund manager in tech and healthcare. Also develop software @ https://t.co/B6ZbuxIeSU
Sydney, Australia
Joined May 2010
There’s not necessarily a clear winner here, other than suppliers of that intelligence. Even Microsoft Office is at risk
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Take the other side of the bet. I want my documents in Claude and AI environments where they can be used and edited at will Also all my CRM, employee and accounting info. No need for a shitty software layer between raw intelligence and my data
The math is against AI startups. The winners will be established software companies that embed AI into real business systems. — Holden Spaht, Managing Partner at Thoma Bravo Source: FT
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Want to add this is a first run from a one sentence prompt with a list of stocks, next version will be better!
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Claude pumping out investment one pagers across our whole portfolio First attempt.. $NU
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A tsunami is hitting the worlds of software and investing. How does this play out? What we already know: https://t.co/U9hp7wIm0P
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This is the bear case for SAAS. You want your data locally for AI to parse, display, edit, share as required
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Singularity is here, going to get real weird real fast
Weekend win: The proof I submitted for Erdos Problem #397 was accepted by Terence Tao. The proof was generated by GPT 5.2 Pro and formalized with Harmonic. Many open problems are sitting there, waiting for someone to prompt ChatGPT to solve them:
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Imagine where this will be in a few years time
Total AI compute is doubling every 7 months. We tracked quarterly production of AI accelerators across all major chip designers. Since 2022, total compute has grown ~3.3x per year, enabling increasingly larger-scale model development and adoption. 🧵
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Not sure what we’ll find but this graphic is absolutely stunning
BREAKING: We've finally figured out what animals are saying. This is next-level insanity.
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❤️
"I also get some programmers are eager to tune it out. The hype drones on, the fantastical claims are still far off, and there's uncertainty where this leaves the profession. But that's not reason to miss out on this incredible moment in human history!"
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