
achieve ambition with intentionality, intensity, integrity & insanity. affiliations: - @smol_ai - @cognition - @temporalio - @aidotengineer - @latentspacepod
san francisco / singapore
Joined April 2009
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💁♂️ How to Play Long Term Games:
Systems > Goals
Discipline > Motivation
Trust > Distrust
Principles > Tactics
Writing > Reading
Vulnerability > Confidence
North Stars > Low Hanging Fruit
Trends > News
Habits > Sprints
Questions > Answers
Problems > Solutions
People > Projects
swyx retweeted
An interesting idea on calibration of LLMs from @swyx when they were discussing Jev and decision models in @latentspacepod:
> There’s one element of calibration which is a rare topic that I don’t think people even knew about or understood. We covered it with, our conversation with Clémentine Fourrier of Hugging Face, and she used to run the evals, at Hugging Face, which is basically the idea that, models are attuned to give you the most likely next token. But, they’re gonna lie to you when you ask them, “How confident are you?” Because they’re just gonna give you the most likely next answer instead of, like, actually, like, no, let’s calibrate. Like, I am actually fifty percent sure, or I am twenty percent sure, and, like, let’s try to calibrate that. I would say, like, if anything, I think that actually that’s pretty easy to generate synthetic data around because you can sort of see the truth and then synthetically generate a bunch of answers, have Jev classify it, and then compare with ground truth. That would be my reverse engineering of this.
It was very nice to hear this because we've been exploring something very similar in our recent work on ProbabilityBench: creating synthetic data where we have access to the exact ground-truth probabilities to evaluate decision models and other LLMs. arxiv.org/abs/2610.17016
Calibration metrics are becoming popular for evaluating decision models, but they don't directly measure how close predicted probabilities are to the ground truth probabilities. A model can be perfectly calibrated while still producing inaccurate probability estimates for individual instances. So I also feel evaluating (and/or training) on synthetically generated data with ground truth probabilities might be a good way to go. Previously we had to rely on toy experiments with Gaussian distributions where we can analytically derive the ground truth probabilities (which is not suitable for testing LLMs), or had to use benchmarks with crude soft labels, e.g., CIFAR-10H, Fashion-MNIST-H, and ChaosNLI.
Jev already uses synthetic data, and they may be doing something similar internally. While we don't know the details, some experiments shared in X suggest there's still room for improvement: when asked about a fair six-sided die, Jev assigned an average probability of ~83% to its chosen outcome (instead of 17%), and ~92% for a fair coin outcome (instead of 50%). This highlights how challenging getting accurate probabilities can be, even in these very simple settings. (see details in our blog: ishida-lab.github.io/blog_pr… )
It would be exciting to see more research in this direction!
Recursive Language Models: Claude Code, Agent Swarms, Big Research Bets, & the $40M AI Problem Solver latent.space/p/rlm
MIT’s @a1zhang explains why Claude Code, Codex, and Pi are basically the same, how RLMs use code, context offloading, and recursive subagents to generalize across tasks, why one expert can sometimes replace a trillion-token brute-force search, what OpenAI’s 10,000-agent, 130B-output-token experiment reveals about the future of language models, and why academia’s biggest advantage is the freedom to take weird, ambitious research bets.
at spacex ipo everyone was posting their cursor bag fumble.
kid stuff.
my turn.
i estimate this was a $500m bag fumble lol. and very probably wouldve been on claude code early (bc i've been a typescript cli maintainer). fml.
will you buy $ANT stock at a $2T valuation?
14%Yes, significant % of NW
22%Yes, "average" investment
40%No, its for retail chumps
25%Undecided/Maybe
2,903 votes • 6 days swyx retweeted
One of the more under-appreciated details in Anthropic's S-1:
Nearly half of Anthropic's revenue now flows through cloud marketplaces - 48% in the first half of 2026, up from 11% in 2023. That's roughly $7.8B of revenue in six months sold through Bedrock, Vertex and Azure Marketplace instead of direct.
Which means the hyperscalers get paid twice! They sell Anthropic the compute - Anthropic has committed hundreds of billions of dollars to AWS, Google and Microsoft - and then they take a fee on roughly half of the revenue distributed through their marketplaces.
Also on gross margin...those marketplace fees don't sit in cost of revenue. They're in sales, marketing & partnerships, so they never touch the headline 85% gross margin everyone is quoting today. Fees paid to channel partners alone rose ~$2.7B year over year in H1 2026.
Hyperscalers feel like they're kind of the winner here all around though reading through this.
going to be sharing my WoW forever shaman build at the AIE Code closing keynote
We are pleased to announce that @trq212 will be returning to AIE to share what's now and what's next!
aie.codes will be the last flagship AIE of the year, gathering the top 1000 agentic engineers in the world by invite only.
Apply here: ai.engineer/code/2026/apply
As usual all keynotes livestreamed and talks posted free on our youtube!
swyx retweeted
Diogo Almeida and the TypeSafe AI team are bringing Jev to AIE CODE.
System One models and what people are building with them.
November 10 to 12, San Francisco.
Apply to attend: ai.engineer/code
swyx retweeted
Your coding agent's verbosity is a code review problem.
Ben Holmes at AIE NY on scoring redundant tests and noisy explanations.
Scaling without Slop at AIE CODE.
November 10 to 12, San Francisco.
Apply to attend: ai.engineer/code
swyx retweeted
glm 5.3 max reasoning effort top 2 on first problem, top 1 on the second
ranking:
Problem 1 (target 2025)
GPT-6 Astra: 8.53s
GLM-5.3: 10.87s
Scott Wu: ~13.2s
Opus 5.5: 13.46s
Gemini 4 Argon: 19.87s
Muse Wonder: 64.65s
Grok 4.7: 94.02s
Problem 2 (target 6843)
GLM-5.3: 4.50s
Opus 5.5: 10.17s
Gemini 4 Argon: 13.48s
GPT-6 Astra: 19.74s
Scott Wu: ~20.8s
Grok 4.7: 49.53s
Muse Wonder: 50.70s
we are hiring writers, reviewers and reporters for the new @latentspacepod editorial team (hit up @ricmac and @adlinzainal) and i’m gonna put a version of this in the welcome package for everyone we hire
part time and oneoff guest posts welcome docs.google.com/forms/d/e/1F…
Honestly, I was surprised @WSJ wanted to do a profile on me. 😂
I’m not a cool 20-year-old college dropout. I’m a pretty boring 40-year-old trying to put everything I’ve learned throughout my career to work building a new market infrastructure for compute.
And if I succeed, the headline won’t be true for very long.
Wall Street will have the data, transparency, and tools to understand, price, and manage compute risk better than I ever could.
And that would be the real success.
Carmen Li hopes to make AI computing power an asset class like oil or gas that investors can bet on—or against. on.wsj.com/4yEEXGL
swyx retweeted
fyi I read every single email that comes into our business inbox (yes, dozens a day!) and it is painfully obvious when the email hasn’t been vetted by a human or you haven’t actually done your research on our pod 😔
swyx retweeted
First time at the Latent Space studio after being three year listener
First time interviewing a true inspirer and podcaster that really explains the AI’s complexity in “human” way
First time we are going to bring @aiDotEngineer to Shanghai with Mengying and her team
Thanks for the conversation @swyx and can’t wait to see what is coming in Shanghai!
reject vc founder grind
if u are hot corgi/wasian you should be sliding into dms for post economic bootstrapped ai founders with a bunch of angel exits and even more friends than money and complete control of their destiny
the statistics show, if you have only 1 brain cell and you are perfectly mid, you should subscribe to @latentspacepod
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swyx retweeted
Deep and fun conversation on @latentspacepod about the cloud market, why sandbox demand is exploding, why code reviews suck, and much more. Thanks for having me on!
Last week, @bernhardsson (Founder & CEO, @modal) announced a $750M Series D. I sat down with him the prior week to discuss a ton of stuff about the business.
We got into:
-why open-source models made fine-tuning a lot less necessary
-how Modal's team grew 4x in a year and could hit ~700 people next year
-why the frontier labs have the same business model as music artists
and much, much, more…
Enjoy!
Timestamps:
0:00 What Modal does
1:25 From @Spotify to building @modal
4:19 Founding before the generative AI boom
7:43 First customers and fundraising
10:00 Building for inference and autoscaling
13:21 Where Modal gets GPU capacity
15:39 Renting vs. owning infrastructure
19:45 The risk of GPU prices falling
24:18 Is AI demand infinite?
28:25 What Modal can learn from neoclouds
30:26 GPUs as an asset class
31:55 Modal’s products: functions and sandboxes
36:03 The case for smaller training workloads
41:21 How agent sandboxes are changing
46:48 @AnthropicAI and sandbox security
49:29 Using agents to test security
52:51 Developer experience in the age of agents
57:45 What Modal’s forward-deployed engineers do
59:55 Modal’s approach to product management
1:03:29 Optional code reviews and engineering culture
1:05:56 Cloud, on-prem and bring-your-own-cloud
1:09:25 Capacity, fundraising and growth
1:13:07 Scaling the team
1:17:28 Erik’s tweets: ephemeral sandboxes
1:18:31 The problem with rectangular GPU contracts
1:21:20 Inference providers vs. model builders
1:23:25 Where models improve next




























