Often skeptical, often optimistic
San Francisco, CA
Joined April 2012
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- Followers487
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There was nothing we could do. Belgium is a mighty nation whose population is only rivaled by Illinois
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Twitter going from “it is an injustice that this was a red card” to “it is an injustice that this red card was overturned” is peak
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@TheStalwart @tracyalloway if you want some good startup topic fodder for the pod, i suggest “what stealth mode means in 2026.” apparently this company raised $108m and got to $40m arr before coming out of stealth. it’s kind of funny
Corgi (@TheCorgiCompany) is coming out of stealth with $108m raised!
As the first and only insurance carrier built for startups, Corgi lets tech companies get covered in minutes, not days, with modern infrastructure replacing brokers and paperwork.
Congrats on the launch @emily_yuan_ & @nico_laqua!
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Really good point about just letting Jalen Brunson have the ball and do whatever he thinks makes sense over and over and over again.
every good outcome I’ve seen has been from finding a secret and doubling, tripling down on it in a way that compounds over time. not necessary that it even remains a secret because nobody ever believes you anyways; if it was something easy to accept it wouldn’t be available
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Must follow👇
AI Economic Indicators is live! This new platform from @DigEconLab tracks the economic impact of AI. I joined @erikbryn and the wonderful team at DEL earlier this year to work on this project, and I'm thrilled to have it out in the wild.
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Good point about the Knicks-Spurs refs
An argument you hear about slowing any AI development is basically, "Well then China will race ahead". But if you believe the American AI community (particularly Anthropic) China is where it's at (in large part) because it can draft off of American progress.
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I’ve been worried about AP (accounts payable) phishing for months. I have gotten more worried. LLMs are useful for this. Few people with power to make changes ever think about how invoices get paid.
It is solvable and not entirely unprotected. But no one is thinking about it.
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To my knowledge, the CPI does not account for the massive deflation happening in cost/output in LLM tokens. Why shouldn’t it?
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Why didn’t OpenAI slightly undercut Anthropic on API list price?
$4/22.50 or $5/$20 would’ve meaningfully altered decision-making. That process is much shallower than technologists would like to believe.
I feel that 5.5 is cheaper to run over time. But the list price matters!
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Big companies are launching a LOT of things. I’ve been feeling this crowd out adoption of any one of their things. I spent a lot of time talking with firm leaders in the last two months. They largely share my feeling.
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Like humans, models can get better at some things while getting worse at others, it seems.
I am a little surprised 5.5 did not perform better on my benchmarks. See the rest of the charts and read the full post here: benedict.dev/gpt-5-5-review
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As a foodie and agent power user, I hope something in MPP/x402 world takes off and solves dinner reservations. I’m skeptical.
The bottleneck is clear: everyone wants to go to the same restaurants, as they should! Flour + water is incredible. Mediocre Italian isn’t.
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The agent version might allow restaurants to join a consortium to “fill last-minute seats,” then use the speed and reasoning abilities of agents to coordinate across parties, payment-enabled diner agents included.
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