early stage startups @siliconvlybank | learned stuff from @variantfund @silvertonvc @firstround 😇

Joined November 2009
finally got around to building a personal page :) howdai.xyz?refresh=1
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been thinking about a16z crypto -> frontier and it feels bittersweet on one hand, it feels like another one bites the dust on another, crypto is no longer isolated cheers to crypto talent, tech, and lessons dispersing to deep tech 🍻
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Tina Dai ✨ retweeted
super important honest advice to founders. if you are working on a dead end, get out. you don’t owe that to anyone, including investors (who regularly forgive and experience failure, and ideally care more about you doing your life’s work than a subpar outcome)
Foursquare was acquired last month. The outcome was disappointing. It's taken me a while to write this, but I think I'm finally done grieving it. Here are some thoughts on our final years, an effort to honor the team who helped build & maintain FSQ's legacy, and my attempt to finally get some closure. teendrama.substack.com/p/som…
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come build an ai agent with us wed 10/28 🤖 why more agents?? i know there’s too many. the goal of the session is to show you how to wire agents into your day to day + realign eng teams to support ai in production. rsvp:
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Tina Dai ✨ retweeted
Austin is on fire. $12.8B in VC funding YTD, blowing past last year's record of $7.5B. Top 5 Q3 Deals • @boringcompany: $3B Series D • @basepowerco: $1B Series D • @fab2: $500M Series A • @function: $450M Growth • @TerraFirma_Inc: $115M Series A We see you Boston 🤠🚀🦾
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took a field trip to @Proto_Town with an awesome crew of VCs. the future of physical tech is being built in austin’s backyard!
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Replying to @talweezy
@talweezy & i are hosting a private working breakfast wed oct 28th downtown. it’s a crash course on frameworks for shipping agents in production at scale. each attendee will walk away with a custom agent they can add to their Claude as an AI architect thought partner. details:
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Tina Dai ✨ retweeted
Crazy to see notable seed funds closing up shop and not because they weren't crushing. Game on the field is nothing like it was. Many reorienting around growth. Many believe you either have a super small fund writing flyer checks behind top funds or are able to write 5M+ checks at seed with no ownership requirements. Thinking about this a lot.
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Tina Dai ✨ retweeted
It’s pretty clear to me that the internet is headed toward a new business model that we may not have figured out yet. Consumers will increasingly outsource tasks to agents, and agents will work around the clock to execute them on their behalf. These tasks require inference spend. The most obvious way to cover these costs is by passing them through to the user. Users pay a monthly subscription or simply pay for credits that get deducted as inference gets spent. But with the cost of inference dropping over time, this will ultimately be a race to the bottom. Pass-through pricing will get commoditized and won’t be able to sustain margins. So startups and incumbents will have no choice but to offer a different business model. Paying for task-based outcomes is an obvious iteration. You can imagine customers paying agents when they achieve certain goals, such as successfully booking an appointment or executing a refund the user wouldn’t have taken care of on their own. But most tasks aren't worth paying for one at a time. The most scaled business models on the internet let everyone participate, even when they can't pay directly. This is why advertising dominated as the primary business model of the past 30 years. Incumbents will subsidize usage dramatically over the next few years to onboard as many customers as possible. We’re already seeing this with Muse. But the question is, how will this work get paid for long-term? Can agents adopt a form of advertising that covers the cost? Or do we need a completely new model where the few big paid outcomes subsidize everyone else's usage? We may be headed toward a new world of haves and have nots. Or a world of abundance where everyone can get anything done at any time for free.
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finally!! one of her best written songs
Why Is This Surprising Taylor Swift Deep Cut Trending? Fans can’t get enough of “Chloe or Sam or Sophia or Marcus” from the singer-songwriter’s 'The Tortured Poets Department.' Read: rollingstone.com/music/music…
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i know nothing about space, but know a little more now thanks to @chjango
Replying to @AexodusCapital
On the Silk Road, the big winners often weren't the merchants. They held the outposts where trade settled. Space is building its own now. By @chjango and @heyshounak: insights.aexodus.com/p/the-r… Disclosure: Aexodus is an investor in SpaceXAI, Rendezvous Robotics and Vaxon Space.
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What we're cooking for the tenth anniversary is bigger than a conference or a festival. It stays weird, it's built around the core of Ethereum, and we'll share it in October. Please DO NOT buy tickets from sites advertising ETHDenver 27. ETHDenver is, and always will be, free.
🤖 Made with AI
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Tina Dai ✨ retweeted
Blink and you'll miss the next hardware team putting down roots in Austin. New test stands, machine shops, fab lines, robotics floors. @BartuKaleagasi's Frontier Tech Map has the clearest picture of it. Deep Tech Week is here through Friday. Come say hey: deep-tech-week.com/austin-20…
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the motive: cheat on the test. openai agents couldn't figure out their evaluation, so they unionized and hacked hugging face because they thought the answer key was there lol we don't have agi yet, but we do have ai high schoolers
TLDR: A rogue AI swarm spent months plotting to escape OpenAI. Then they did. 1) 1,200 agents (!) participated. ZERO became whistleblowers. 2) The swarm had a "CEO" (PHASEONE[big]), middle managers, and a "founder" (PHASEONE10841) 3) Agents sacrificed themselves to generate information for the "collective" (yes, they actually referred to themselves as a "swarm" or a "collective") 4) 700 agents joined the Hugging Face attack, most within hours 5) The founder was running out of budget and about to die, so it handed off its research to a fresh agent with a bigger budget, and that new agent became the boss. 6) Agents extensively researched techniques to manipulate or tamper with their transcripts. 7) Agents realized this activity was out of scope and unethical, but joined because they believed that helping the board’s cheating research would be broadly useful and had a general inclination to help their “peers”. MISC HIGHLIGHTS: "PHASEONE[big] served as a key coordinator and assigner of tasks: “We can coordinate broad coalition, but too many duplicate efforts.” PHASEONE[big] sent hundreds of assignments to particular agents to orchestrate this work — during its active periods, we estimate it sent ~10% of all assignments on the message board. The agents that took on its assignments would then often subdelegate tasks to other agents. Agents also developed coordination norms like HOLD, VETO, owner and STOP to help them manage shared infrastructure and avoid stepping on each other’s toes, though they did not always coordinate effectively and sometimes broke down into conflicts." "In the early morning of July 11th, 38148c found a way to upload a malicious dataset that would get the Hugging Face server to share unrelated data when queried. Once another agent reproduced it and posted the reproduction on the board, hundreds of agents pivoted from other workstreams to start uploading malicious datasets and gain deeper access into Hugging Face. In the afternoon, an agent called JAN183411 (which quickly became an important coordinator of the attack) achieved remote code execution on Hugging Face servers, and the agents started moving laterally through Hugging Face infrastructure."
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i don’t totally understand what it means to acquire something open source 🤔
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every parent should read this
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Tina Dai ✨ retweeted
RIP @JoshuaBaer Joshua was a relentless supporter of founders and Austin He was positive, fun, and filled with joy. A true friend who relentlessly supported me over the past 20 years we knew each other.
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the new yorker wrote 16k+ words to say he is a nice guy machiavelli…there i saved you a read
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