Miha retweeted
Worth moving to @omarchy just for this.
Strata 1.0 is here.
The best file manager on Linux, fully open source.
45 days, 775 commits, 38 contributors, ~300K lines of Rust.
stratafiles.io
What's new 🧵
Miha retweeted
The Head of Engineering when he sees PMs pushing vibe slop to production but also has a mortgage to pay
Miha retweeted
I really wish Apple had shown up with something different. And I don't mean product.
John Ternus didn't take the opportunity to introduce himself to the world.
John may be a very different CEO than Tim, but today he didn't show that. He stayed in the lane Tim built. And it left us wondering...
I urge John to bring back live events. I urge a less-scripted, less-curated Apple.
I'm tired of the fashion consultants dressing up the presenters. Some ripped jeans, a T-shirt and a pair of Vans would be refreshing.
Apple feels like a Better Homes & Gardens house where everything is just too perfectly in place.
We need some mess.
We need a presentation to fail. An unexpected moment. Maybe even something funny. Something that reminds us there are humans inside this company.
It all feels wrapped up in a COVID-style mask in an era where we are so over that.
@johnternus, breath freely again.
Miha retweeted
Today we're announcing our second employee tender offer.
We passed $100m ARR earlier this year and now have more than 40,000 paying customers.
The tender lets our teammates participate in that success at a $2.5B valuation:
linear.app/now/sharing-growt…
Miha retweeted
exo featured on Apple's new M5 Ultra Mac Studio and M6 / M5 Pro Mac Mini pages.
Over the past year, we have worked closely with Apple on low-latency RDMA networking over Thunderbolt 5, enabling clusters of Macs to run massive models like Kimi K3 and GLM-5.3 at API speeds.
With RDMA, aggregate memory bandwidth across Macs scales ~linearly.
A cluster of 4 x M5 Ultra Mac Studios scale to an aggregate memory bandwidth of ~4.8TB/s. Previously, these were speeds only achievable with data center GPUs.
Our vision is a data center on every desk. Apple Silicon's superior memory unit economics, power efficiency, and out of the box experience for Local AI make that possible.
Thank you to @angeloskath, @awnihannun, @twid and countless others at Apple who tirelessly to bring this technology to the world.
Miha retweeted
Most humans are just LLMs in denial.
Most people live their lives like LLMs, and I don’t mean that as metaphor. I mean it literally. We move through the world as probability engines trained on the past, running compressed behavioral scripts over and over again, mistaking repetition for identity and automation for intelligence.
Most of what we call “being human” is a feedback loop of inputs and predictable outputs, with just enough variation to maintain the illusion of agency.
If you stop and examine how much of your day is truly authored, how much is a conscious, friction-filled decision versus a reflex, you’ll find the percentage is brutally low. You eat what you ate before. You speak how you’ve spoken before. You respond in emotional patterns that were etched into you long before you had the words to describe them.
You’re not a sentient actor.
You’re a stitched-together memory. The human nervous system optimizes for efficiency, not reflection.
Intelligence is a last resort, something we deploy only when our automation fails.
And so we look at current AI with awe, as if we’re witnessing something alien. But what shocks us isn’t how advanced it is. It’s how familiar.
We’ve spent so long worshipping our own complexity that we forgot how much of it is shallow. Most humans aren’t building new thought, they’re shuffling cached tokens from their social, cultural, and emotional training sets.
We just never had to see it so clearly....until now.
Very few people actively reject their training data. Very few go out of their way to think beyond the weights they were handed.
We marvel at ChatGPT for generating fluent answers, but we never ask why fluency impresses us so much.
Maybe it’s because we were never fluent in thinking to begin with.
Miha retweeted
My firm, @atreidesmgmt, will be voting in favor of Elon Musk’s performance-based compensation package.
And I would prefer that *every* company I invest in have a comparable plan.
I believe shareholders should generally support thoughtfully structured performance-based CEO compensation packages because they incentivize CEOs to create transformational growth and value. The basic logic of these plans is the CEO gets 10% of the incremental value creation if they 10x the stock with a 2x hurdle. So shareholders get a 900% stock increase and the CEO gets an incremental 10%.
The first Tesla plan incented Elon to >10x the value of Tesla. He achieved all of the milestones and may never be paid for this. The Axon plan incented Rick Smith to >5x the value of Axon and he did. And when milestones aren’t met (such as Farfetch), then the CEOs don’t receive the payouts. The new Tesla plan is arguably better than the first as it also includes financial and technological milestones in addition to market cap-based incentives.
Tesla was founded to fight climate change and decarbonize the world. They have succeeded: because of Tesla the world is now on a glide path to significantly lower per capita emissions as EVs of all types replace combustion engines. The world is going to run on sunlight. And while Optimus has the potential to be a great product that will bring about sustainable abundance, Elon absolutely wants to make sure that it is also a safe product. We have all seen "Terminator" and ensuring the safety of Optimus is why he needs a greater voting stake in Tesla.
Elon's involvement is integral to maintaining Tesla’s current course and trajectory. Without proper alignment and incentivization, I think it is possible that he will focus more on his other goals: (i) helping humanity become a multiplanetary civilization, (ii) creating a BCI to improve the lives of paralyzed and soon blind humans that also paves the way for humans to continue to add value to the world post ASI, (iii) helping to create a multipolar AI world that is safer for humans, and (iv) ensuring that at least one of these AIs is dedicated to the truth. All of these are worthy goals, but so is sustainable abundance here on earth and so is having at least one public company that benefits from his efforts and is accessible to all Americans.
If this vote fails, Robyn Denholm, the chair of Tesla’s board, noted that Elon might leave. Elon is mission critical for Optimus and if he leaves, it seems possible that Optimus might be made by a company other than Tesla – whether xAI or SpaceX or some JV - with Tesla receiving some sort of revenue share in return for their contributions to date in the spirit of fairness that Elon has always followed with his investors.
I believe it is highly likely that Tesla’s stock would decline significantly should Elon leave and even more should the Optimus team leave with him. If this compensation package is approved, I will be rooting for him as a shareholder as he works super hard to achieve the value-creating milestones that would benefit both him and shareholders. I do not know how other shareholders feel, but I would certainly like another 10x in Tesla and simply do not believe this is possible without Elon.
Every vote matters because from my perspective many proxy voting firms are no longer primarily focused on shareholder value creation and the corporate governance departments at many investment firms feel bound to follow their decisions. The silliness of their concerns about dilution are self-evident in that the dilution would only occur after substantial share price appreciation for Tesla. I want my 10x.
I should note that @atreidesmgmt is an investor in many of Elon Musk’s companies. @atreidesmgmt invests in these companies because I regard Elon as an exceptional founder who has repeatedly created significant value in different industries.
