🎨Art | 🧑💻Tech | 💸Economics | ⚽️Soccer (@arsenal & @soundersfc) | 🏏Cricket | Global Head of @christiesinc Ventures & Innovation Labs
Seattle, WA
Joined May 2008
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devangt retweeted
Proof of GPUs
Investors who won't write a check unless you have 512GB of local inference.
devangt retweeted
Security testing is moving from a yearly checkup to always on
18% of CISOs run most of their offensive testing continuously today, 52% expect to within a year
They also want AI to close the loop, 70% would use it to retest and confirm their fixes actually worked
From a16z's @OwenColby and @steph_zhang, breaking down a survey of 100 CISOs at companies with 1,000+ employees: a16z.news/p/the-new-security…
devangt retweeted
Just got Apple’s statement on cracked / broken inner screens on some iPhone Duo units:
“We are aware of an issue impacting the inner display on a small number of iPhone Duo units. If users experience issues with their iPhone Duo display, they should contact AppleCare for a replacement.”
A few more points from Apple:
➡️ The issue is affecting a very small number of units.
➡️ The defect appears to show up relatively quickly after people begin using the device
Translation: Please do not call this HingeGate! It's not a gate!
devangt retweeted
I am shocked, absolutely shocked, that Anthropic ARR has likely gone vertical in October after they cut token prices.
Except the exact same thing happened for the entire AI market, which is why GPU rental prices have surged while token prices declined.
$100b plus in year-end ARR looks possible again.
devangt retweeted
Eric Schmidt (@ericschmidt) says an OpenAI spinout he funded expects to need just 15 employees to manage AI agents.
"One of the things that this means is that there will be a lot more companies with a lot fewer people."
"I funded a tech startup, which is spin out of OpenAI. And I talked to them for a while. And I said, well, how many people do you need? 15."
"What do they do? ... They manage the agents."
"So what do you need? A lot of money. Why? Because he's going to use all these different computer systems to replicate humans."
"Now, this does not mean that there are no jobs. This is a falsehood in the narrative. It means there'll be a lot of these 15-person startups."
"Now, this has a property that the most successful companies will have huge revenue per employee. Big deal. That's wealth creation. That's good for the employees. Is it good for society? Well, it depends on how good the product is."
- Eric Schmidt, former Google CEO, on Génération Do It Yourself with Matthieu Stefani
devangt retweeted
this is the part that fascinates me. both the labs are amazing, but the low switching cost is just...wild
theinformation.com/articles/…
devangt retweeted
If your company refers to engineers as the IT department, you have nothing to worry about. You were already breached last week.
devangt retweeted
Good thing Mr. Hatfield didn't turn in his old Apple-1 for an Apple // when Steve Jobs gave him that option 50 years ago.
It just sold at auction for $1,148,200 (including Bonham's premium) - a new record for an Apple-1.
There are only 75 Apple-1's known to survive.
devangt retweeted
Every variation of the iPhone Duo is sold out until January 2027…
..all within 1 hour of pre-orders opening! 🤯🤯
devangt retweeted
We were able to fine tune an open weight model (Qwen3.5-9B) on proprietary internal data at @coinbase, and it out performed frontier models, at much lower cost and speed, for a specialized task (fraud prevention in this case).
I think we'll see more of this pattern inside companies. The frontier models are amazing generalists. But increasingly you'll see specialist models out perform on more narrow tasks, either working on teams, or by themselves.
We're making it easy to fine tune models internally for our employees. We even have a skill for it in our internal harness that makes it easy to spin these up and start training them:
"/fine-tune-and-serve-llm I want to fine-tune Qwen for payments risk review. help me get started"
I imagine we'll have some backend services that could be replaced entirely by this new architecture.
devangt retweeted
These are some very important observations from Satya.
As models and harnesses commoditize, intent, verification and evidence will gate how quickly SI permeates enterprises and businesses.
Importantly, you need to implement systems that separate who does the work from those who govern, measure and sign off on it.
This is a new kind of “harness” that will emerge over the next few years. It may become a new system of record over time. One whose entire role is to track “change” and map it back to SOPs, policies, laws and the like.
devangt retweeted
To all @Seahawks fans and @12s, we have no plans to move the team, have never discussed it, haven’t even thought about it. End of story. I've said repeatedly we have no plans to change anything. Feel sad for the reporters looking for views and clicks who distort my answer out of context and sent an entire city into a spiral for no reason.
devangt retweeted
"We move $10–15B of value per month, hold 91% share of cross-chain value transfer, connect 165+ blockchains, and have 900+ applications built on the protocol. ~71% of the world's stablecoin supply is issued using the LayerZero OFT standard."
Well when you put it like that...
devangt retweeted
SECRETARY RUBIO on AMERICA.GOV: This is really going to be a revolution in the way that government works for the average American.
devangt retweeted
Joe Gebbia is a national treasure 👏
Chief Design Officer @jgebbia officially unveils America.gov, the new online home for the United States of America
devangt retweeted
Happy first day of Fall! 🤩🍁
ALT A stately, cream-colored building with a blue roof stands in a park. Trees with vibrant red, orange, and green autumn leaves frame the scene. Fallen leaves dot the green grass in the foreground under a blue sky with white clouds.
devangt retweeted
Prediction: within 12 months, top three models will be open source.
Economic winners will be the American clouds that serve them:
Nebius
Iren
Baseten
Together
Fireworks
Looks like today may be a record day for token volume % of open models on Vercel AI Gateway:
🟦 Open 78.4% 🟨 Closed 21.6%
While spend 💲 usually tells a different story, #3 and #4 today are Moonshot AI & DeepSeek. Adding Z.ai, their combined spend surpasses OpenAI (#2).
(Do note that's the spend for inference of the model across providers (mostly in the US), not revenue going directly to the open weight labs.)
