Iap .org / 1-Prct .com
Joined May 2023
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dv’s 2nd Account retweeted
Elon gives an update about Neuralink's Blindsight product:
dv’s 2nd Account retweeted
Now you can use the smartest-for-the-money codegen model Particle-1 with the easiest setup codegen agent swarm harness Capy
🫡 killer mashup
Particle-1 from @particle_api is live on Capy!
Particle is a token-efficient coding model post-trained on DeepSeek V4.1 Flash
1M context, image input, $0.25 / $1 per million tokens
dv’s 2nd Account retweeted
Anthropic’s S-1 shows that research and development (R&D), not serving customers, uses most of the company’s compute: at least two-thirds of its chip spending goes to model training, research and internal use of Claude.
$8.95B on compute in the first half of 2026, but only $2.38B of its costs went to serving paying customers
Serving paying customers takes barely a quarter of that compute and already brings in far more revenue than it costs.
Those customers cost $2.38B to serve against $16.29B in revenue, leaving 85 cents per dollar, up from 12 cents a year earlier.
Because Anthropic buys most capacity 12 to 18 months ahead, surging demand lifted revenue per compute dollar from $0.40 in Q1 2025 to $2.08 in Q2 2026.
dv’s 2nd Account retweeted
And the second you don't need one, every VC wants to lead it. teapawt.net/paulg/status/211597774…
dv’s 2nd Account retweeted
Nicholas has a reputation on this show for bailing on longs the second they wiggle.
This week, he tried something different on the micro ES, sat on his hands and let the trade work.
The exit turned out to be better timed than even he expected.
Follow @WhaleWatch_UW on X
Catch WhaleWatch live every Monday and Wednesday at 9:20am ET: youtube.com/@UnusualWhales/s…
WhaleWatch is sponsored by tastytrade every Monday! Use referral code UNUSUALWHALES when opening a tastytrade account at tastytrade.com/whales/ !
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🤝 Paid partnership
dv’s 2nd Account retweeted
Introducing Reality-Aware Rendering in @Simulon, a completely new way to create with the real world.
Place neural assets with your phone and act out the scene. When you stop recording, Simulon renders the take, reading everything in it (what you do, what you say and the place around you), and your assets respond to all of it.
The final is regenerated from your recording: a new performance of the scene, not a copy of the footage.
Available now on iPhone. Coming to Android soon.
dv’s 2nd Account retweeted
Tuesday 10/27 (cont'd)
‣ An Invitation to the Seldon Speakeasy: A Séance luma.com/seldon-mwm6?utm_sou…
@higgsolivia
‣ Catie Cuan // Physical AI: Giving AI a Robot Body luma.com/hsmpoyxa
‣ Making First Contact: Space & Deep Tech Mixer luma.com/gb3rrrp9
@malayeriii
‣ How Partners Build on Lovable w/ Dan O'Leary luma.com/ff7g7tys
@franzschrepf @spc
‣ SF Systems: The Future of Data luma.com/osts92ax
@ShadajL @jakalinov @jeffreyhuber @cwensel @entersudonym
‣ Bay Area Biosecurity Lightning Talks 03 luma.com/s1ltny2j
@tessafyi
‣ Who Controls the Future of AI Coding? luma.com/dtzhn1ux
@openrouter
dv’s 2nd Account retweeted
Tuesday 10/27
‣ Lightyear Demo Day partiful.com/e/kRp3w7htyEthy…
@madhu___s
‣ Ping Pong Night // Inference × Depot luma.com/cygp5fj9
@ivictorialiao @samhogan @lizbethmetzler @depotdev
‣ Women in AI | Factory x Sapienne x Sequoia luma.com/factoryai-sdkw
@FactoryAI @theashleyjepson @francesca_lab @eliza_bara @maddiehfaulkner
‣ Startmate Accelerator Demo Day | San Francisco luma.com/SFStartmateDemoDay
@startmate
‣ Running Production with Agents w/ Rootly AI, NVIDIA, Replit, & WorkOS luma.com/r8sy88tq
@rootlyhq
‣ Founders (don't) cry luma.com/2eqnwxoy
@matteoc @frontiertower
dv’s 2nd Account retweeted
We're launching Greptile for firmware.
AI code reviewers are great for catching bugs in software, but when it comes to firmware, they miss critical bugs in ISR and peripheral timings, and runtime memory.
We're launching Simantic Bot to fix that. We gave AI the ability to run firmware in simulation, and test scenarios like providing external outputs from sensors and wireless communication, all inside your Github PRs.
Check it out at simantic.com/
dv’s 2nd Account retweeted
Anthropic’s IPO is what markets “have been waiting for, says Byron Deeter from Bessemer Venture.
He tells Ed Ludlow why 2027, post-Anthropic IPO, will be the year public market investors really get to participate in the AI wave bit.ly/4esWCty
dv’s 2nd Account retweeted
Anthropic’s long-term compute/infra contracts: $430B
China’s entire annual military spending (2025): $336B
but Anthropic’s $430B commitment is NONCANCELABLE,
meaning if the AI bubble pops, they lose their customers, or an asteroid hits Earth, they must pay the bill.
dv’s 2nd Account retweeted
being a founder means forgetting what day of the week it is
it’s always a build day. with a view tho!
dv’s 2nd Account retweeted
Probably no one will read this, but I will still write this as an important moment of our company @tryjamesai 's history.
This video was planned to be launched and run as ad next week, but I scrapped that plan today. This is not a launch video. We will change our product.
This James, this vision and version of it, had been created and will be used by our own team. But due to the limited time and money I have left to operate this startup, we are first focusing on more niches industries that we can more effectively advertise and sell to.
I was really attached to this vision, spent hundred of hours the past week to build the technology, and then refining the launch video countless time. But at the end of the day, after doing more research, I have to act accordingly to the truth no matters how I may feel.
In hindsight, I can be smarter, do more research and not wasted all these time building the wrong thing. But then if I didn't build this wrong thing, I may have not stumbled on our next idea, which I believe and hope it's better.
The truth is today, I have doubted myself.
The truth is I doubt myself a lot. On the outside, I may convey a sense that I will inevitably succeed, but it's more so because I can't accept a reality in which I don't succeed.
I have been going at this startup goal for the past 8 years, countless nights of working alone.
I will not give up now. I will make my desire into a reality through sheer will power and force.
dv’s 2nd Account retweeted
Daniel Kokotajlo risked 80% of his family's net worth rather than sign OpenAI's exit paperwork.
@DKokotajlo
dv’s 2nd Account retweeted
Adam Neumann agreed a $1.5 billion settlement with SoftBank, then his wife said no.
@AdamNeumann
dv’s 2nd Account retweeted
You have to hyperstition the future.
Have such deep set beliefs that you will make it that you forcibly carve reality to make it happen.
It's the only way.
Thiel talking about not backing founders who talk in probabilities and preferring those that speak in an absolute future.
Had to learn this lesson the hard way back when I was building and raising for my old startup.
I’ve made this mistake way too many times. And had to do a lot of changing to fix this. It’s too rational to be probabilistic. You have to be delusional and irrational to undertake a world changing company. Too rational ends up playing it too safe. That’s not what venture is about.