deadlift. deploy. repeat.
San Francisco
Joined August 2021
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Pinned Tweet
we use mathematics to describe reality ... yet we still don’t know why it works so well.
highly recommend this video by @HooverInst with @p_m_robinson
youtube.com/watch?v=bY3ZMOn9…
Alan retweeted
The coding interview is dead, at least for my team at Anthropic. I've seen enough to know that it no longer provides signal. I removed it from loops this month.
I have a spicy, optimistic take - I think there's an opportunity for junior engineers: felixrieseberg.com/hunger-be…
If there's one thing I've learned over the past 6 years, it's that in tech companies (especially knowledge work), a lot of problems are actually second-order effects of poor hiring decisions and founding teams that lack agency.
Alan retweeted
The most mind blowing stat we've seen so far is this:
"As of June 30, 2026, we had raised an aggregate of $141.1 billion of capital and had cash and cash equivalents of $112.4 billion and short-term investments of $19.3 billion."
That means to date, they have burned 9.7b, they are growing at a rapid pace, and are profitable on an operating income basis as of the June quarter! This is likely the most efficient scaling of a business in the history of capitalism.
xitter.cf/AnthropicAI/status/211…
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
👀
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Alan retweeted
“What are neoclouds”
“Does cost of capital include revenue”
“Are GPUs waterproof”
“Can data centers go bankrupt”
Alan retweeted
“Yeah, there are these companies called neoclouds. They buy GPUs from NVIDIA and then rent it back out to the hyperscalers. Where do they get money for the GPUs? Excellent question. Turns out they get the money from NVIDIA themselves, along with a bunch of private credit lenders whose loans are backed by the GPU itself. Elon just said all of them might go to zero soon. Anyways, what are you doing later tonight?”
Alan retweeted
Elon is doing to the neoclouds what Ken Griffin did to Leopold lmao
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Alan retweeted
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
turns out, most “business people” never had great ideas.
vibe coding just removed their favorite excuse: needing someone technical to build them.
garbage in. garbage out.
Alan retweeted
Nik Storonsky is one of the most hardcore and competitive founders I’ve ever talked to. He’s the founder of Revolut, a $115 billion company, and wants to be the number one bank in 100 countries.
When someone asked Nik if he was coming for Jamie Dimon's lunch, he said “I’m coming for his dinner.”
“We want to dominate, otherwise what’s the point?”
He removed every VC from his board, and when one investor pushed him too far, he started his own fund to compete with them.
Nik has a lot of ideas on talent, product design, marketing, constraints, and what makes founder-led companies special.
This is a fascinating conversation about competition, speed, and building a machine-like company.
0:00 Coming for Jamie Dimon's dinner
2:04 Building the #1 bank in 100 countries
6:12 Why founders beat professional CEOs
8:45 Revolut's biggest mistake
12:47 Why legacy banks can't innovate
17:20 Running a company like a machine
20:28 Funding winners and cutting losers like a trader
23:31 How AI is changing Revolut's team structure
25:23 50 direct reports and spreading innovation fast
29:59 Hiring self-guided missiles
33:31 Too much money makes founders weaker
37:38 What Europe's constraints taught Revolut
41:08 Why VCs are like football cheerleaders
49:28 Starting a fund to compete with VCs
54:28 From zero marketing to buying Europe's airports
1:00:21 Funding moonshots like a global tech company
1:03:58 Building an unstoppable machine
Includes paid partnerships.
Alan retweeted
I think many of us working in tech tend to forget that the reason software engineering vs other engineering fields pays (a lot!) more, is a lot more flexible (WFH/remote), and has better perks:
Because this field changes much faster than other engineering fields. The premium is because fewer people are able/willing to pick up new technologies, methodologies so quickly.
But the field had ~10-20 years of stability, and so lots of folks forgot this is why a premium exists. And that AI is just another tech wave: software engineers who pick it up and master it will generally fare better; those not will struggle a lot more.
Alan retweeted
New on our Frontier Red Team blog: using Claude to formally verify software at large scale.
Formal verification can prove that code is free of certain bugs, but historically it has only been feasible for small codebases (or required a lot of expert time).
With AI models, however, this is beginning to change. In collaboration with @theoremlabs, we used Claude to prove security properties in over one hundred real-world open-source libraries over the span of a few weeks.
Read our research in full here: anthropic.com/research/forma…
Alan retweeted
AI has read the whole internet. But it’s never run payroll or a business.
We’re changing that.
Today, we’re launching Emet, our AI lab for model evaluation and training, and Pangaea, our first family of models for global work.
On real payroll tasks, the best AI model fully solves only 49%. Close enough to look right. Wrong enough to break a paycheck.
At Emet, in-country experts define what getting it right looks like. We turn that into public benchmarks and training data, and score every model against them. Ours included.
Pangaea is the first proof. Built on open-weight models and trained with Emet, it gets close to top-model accuracy, up to 3x faster, at a fraction of the cost.
@deel and the payroll teams that joined us bring decades of experience running payroll, HR, and compliance across 150+ countries. Knowledge the internet doesn’t have.
Emet puts it to work for every AI model, not just ours.
Alan retweeted
Our latest model advances bring stronger capabilities for building and migrating software in low-resource programming languages such as COBOL, Fortran, and Visual Basic.
These languages power software that banks, governments, and businesses depend on. Progress here means understanding decades of business logic and helping developers modernize those systems while preserving what works.
We’re building these capabilities around the challenges developers and enterprise customers bring us. If your team is working on these systems, tell us which languages and workflows we should tackle next.
openai.com/index/low-resourc…
Alan retweeted
@alan_argoz nos da algunas conclusiones del SF tech week. La ciberseguridad es vital
