Tim Shi
@timshi_ai
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something new! early @openai ‘16, cofounder @cresta ($1B+) (@sequoia @a16z)
San Francisco, CA.
Joined December 2015
superintelligence is a core threat to meta’s business because attention is a zero-sum game. more time with “her” like ai less time on instagram and facebook.
Jensen Huang explained why Meta paying the rumored $1B package is justified. "A 150 or so AI researchers, with enough funding behind them, create an OpenAI. If you're willing to pay say $20B, $30B to buy a startup with 150 AI researchers. Why wouldn't you pay one?". - 'All-In
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Figma's Rule of 40 score is 63. (46% revenue growth + 17% operating margin) - crushing the SaaS benchmark of 40!. Many PLG unicorns hit a wall: .📦 Dropbox: 40% → 7% (2018) .💬 Slack: 82% → 32% (2019-2021) .🎥 Zoom: hypergrowth → 7% (2023). Figma proves that PLG can deliver.
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talent is more scarce than capital.
BREAKING: Zuckerberg offered an AI researcher $1 BILLION to join Meta & got rejected. Then the next 12 researchers did the same thing. Here's what's really happening inside Meta's AI division:. (hint: they're spending $72B to fail) 🧵⬇️
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the reluctance from enterprises to use chinese open-source models is VERY REAL. this is odd given these models are open and can be hosted on US GPU clouds like @togethercompute and @FireworksAI_HQ.
Enterprises and startups are choosing closed source models. Only 11% of enterprises show high open source model usage. 3/7
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RT @saastr: OpenAI vs Anthropic Revenue Race … today:. • OpenAI: $12B ARR.• Anthropic: $4B ARR.• Gap: 3x (down from 20x in 2022). Year-End….
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RT @NYSE: "We are building a next-generation maritime American company." . @sampritibh, Founder & CEO of @navierboat, discusses using AI to….
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world model is an essential component to intelligence & robotics. and guess which gaming companies have the most economic incentive to work on it.
We're thrilled to release & open-source Hunyuan3D World Model 1.0! This model enables you to generate immersive, explorable, and interactive 3D worlds from just a sentence or an image. It's the industry's first open-source 3D world generation model, compatible with CG pipelines
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RT @mshuffett: 🤯 First look at Everything AI -- think Linear but for managing 100s of coding agents / instances of Claude Code. Early demo….
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RT @sonyatweetybird: Operator @OpenAI is code-named "World of Bits 2" -- a nod back to the 2017 World of Bits work at OAI (cc @timshi_ai @D….
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impressive. would love to see it in background agent mode.
> 2500 tokens per second.> 40x faster than Sonnet-4.> 4 trillion transistor wafers (19x Nvidia B200). These are impressive numbers, but nothing beats a live demo. 1 million free tokens per day of lightning-fast qwen3-32b and qwen3-235b from @CerebrasSystems in Cline. Link below.
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RT @mikeknoop: Today we’re releasing our first public preview of ARC-AGI-3: the first three games. Version 3 is a big upgrade over v1 and….
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🚖 Remember when Uber rides were cheaper than the subway?.🤔 Where VC dollars were actually quietly paying for your commute?!. There is no way $20/mo under cursor or even $200/mo under claude code is sustainable. i wonder how much of that is VC subsidized. Seems both cursor and
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we’ve entered an era where AIs are explaining other AIs, kinda meta.
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golden age of america - anyone can be hot and anyone can code….
Eli Lilly just showed that you can lose tons of fat while barely losing any muscle using their activin type-II receptor inhibitor, bimagrumab. We are approaching a golden era of weight loss, where everyone can easily be muscular and skinny. Prepare for hordes of hot Americans.
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