Daniel Evans

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Daniel Evans

Daniel Evans

@danielpevans

CEO at @OptikkaCorp. Helping businesses close the gap between creative capacity and operational needs. Design as code.

Boca Raton, FL Beigetreten Temmuz 2010
479 Folgt1.1K Follower
Daniel Evans retweetet
GREG ISENBERG
GREG ISENBERG@gregisenberg·
sequoia put out a blog post called "services is the new software" look at this map of over $1T in services being replaced by AI agents
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Daniel Evans
Daniel Evans@danielpevans·
I remember when Champaign campaigned to have Spring Break moved to coincide with St Patrick’s Day for a similar stated reason. We create the unofficial st paddy’s day event and it’s still going strong 30+ years later. The Streisand Effect is real.
Peter Hanson@_peterhanson

The City of Champaign is enacting an emergency order restricting the sale of alcohol on the U of I’s campus ahead of tomorrow’s Elite Eight matchup against Iowa. The mayor says it’s, “…to reduce the possibility of public safety hazards…” Hear about it tonight at 5 on WCIA 3.

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Andrej Karpathy
Andrej Karpathy@karpathy·
Software horror: litellm PyPI supply chain attack. Simple `pip install litellm` was enough to exfiltrate SSH keys, AWS/GCP/Azure creds, Kubernetes configs, git credentials, env vars (all your API keys), shell history, crypto wallets, SSL private keys, CI/CD secrets, database passwords. LiteLLM itself has 97 million downloads per month which is already terrible, but much worse, the contagion spreads to any project that depends on litellm. For example, if you did `pip install dspy` (which depended on litellm>=1.64.0), you'd also be pwnd. Same for any other large project that depended on litellm. Afaict the poisoned version was up for only less than ~1 hour. The attack had a bug which led to its discovery - Callum McMahon was using an MCP plugin inside Cursor that pulled in litellm as a transitive dependency. When litellm 1.82.8 installed, their machine ran out of RAM and crashed. So if the attacker didn't vibe code this attack it could have been undetected for many days or weeks. Supply chain attacks like this are basically the scariest thing imaginable in modern software. Every time you install any depedency you could be pulling in a poisoned package anywhere deep inside its entire depedency tree. This is especially risky with large projects that might have lots and lots of dependencies. The credentials that do get stolen in each attack can then be used to take over more accounts and compromise more packages. Classical software engineering would have you believe that dependencies are good (we're building pyramids from bricks), but imo this has to be re-evaluated, and it's why I've been so growingly averse to them, preferring to use LLMs to "yoink" functionality when it's simple enough and possible.
Daniel Hnyk@hnykda

LiteLLM HAS BEEN COMPROMISED, DO NOT UPDATE. We just discovered that LiteLLM pypi release 1.82.8. It has been compromised, it contains litellm_init.pth with base64 encoded instructions to send all the credentials it can find to remote server + self-replicate. link below

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Daniel Evans
Daniel Evans@danielpevans·
@BarstoolILL I am more disappointed in the apology. It’s okay for people to be competitive and humorous in defeat. It was funny. I have 2 UPenn grads working for me so… it made for some fun banter.
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Barstool Illini
Barstool Illini@BarstoolILL·
The Penn Band issued a formal apology for the chant 😭 Unnecessary, but classy 👏
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Daniel Evans
Daniel Evans@danielpevans·
Let's go!
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Daniel Evans
Daniel Evans@danielpevans·
And congrats to the @SaintLouisMBB Bilikens. Looks like you've got Georgia in the bag.
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Andrej Karpathy
Andrej Karpathy@karpathy·
I packaged up the "autoresearch" project into a new self-contained minimal repo if people would like to play over the weekend. It's basically nanochat LLM training core stripped down to a single-GPU, one file version of ~630 lines of code, then: - the human iterates on the prompt (.md) - the AI agent iterates on the training code (.py) The goal is to engineer your agents to make the fastest research progress indefinitely and without any of your own involvement. In the image, every dot is a complete LLM training run that lasts exactly 5 minutes. The agent works in an autonomous loop on a git feature branch and accumulates git commits to the training script as it finds better settings (of lower validation loss by the end) of the neural network architecture, the optimizer, all the hyperparameters, etc. You can imagine comparing the research progress of different prompts, different agents, etc. github.com/karpathy/autor… Part code, part sci-fi, and a pinch of psychosis :)
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Daniel Evans
Daniel Evans@danielpevans·
@mcuban Orchestration is the application layer for AI. But going full agentic means you can’t budget. There’s no definitive token cost per process. That “black box” also incentivizes providers to inflate token usage within agents to increase revenues.
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Mark Cuban
Mark Cuban@mcuban·
If true and agents work on top of enterprise software, doesn't this eliminate the need for per seat pricing by the software companies ? The coin of the realm for agents and AI in general is tokens. I don't see how enterprise software reconciles this conflict. Particularly when the agent "shops" for the most cost effective path with in an enterprise. I think the enterprise software companies will be able to charge for creating and managing agents and how they engage for companies that can't. But I don't see how the revenues stay where they are. Thoughts ?
zerohedge@zerohedge

"After watching Anthropic's Enterprise Agents briefing event, we have even greater conviction that model providers are unlikely to displace software incumbents and are instead positioning themselves and their agents to be an orchestration layer on top of existing and incumbent systems" - Deutsche Bank

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Daniel Evans
Daniel Evans@danielpevans·
It's the main street takeover all over again. All of these services have the same value prop - access to data and methods. Main Street businesses found suppliers (data), educated you on available products, and handled shipping, storage and the transaction for you (methods). Walmart, and eventually Amazon, aggregated foot traffic and globalized logists. Main Street died. A few went super niche to survive. SaaS did the same. Aggregated the needs of many businesses and professionalized the logistics of building software and tools. If you're a business that's built on data and methods and you wire yourself up to LLMs or agents, you're going the way of Main Street. Aggregating traffic always wins.
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Harry Stebbings
Harry Stebbings@HarryStebbings·
"What's the commonality between ServiceNow, Salesforce and Shopify? They all could be abstracted away into a database. If I am shopping on ChatGPT, I may not go to that merchant store ever, and if the future of e-commerce is conversational commerce and it does not happen on the Shopify platform, that is not a net positive. Even if it is only 25% of the revenue today, that software in two years may be obsolete. If Tobi thinks it, what hope is there for mere mortals." @jasonlk Love to hear your thoughts on this @benioff @tobi @harleyf and how you think about preventing being abstracted away in this way?
Harry Stebbings@HarryStebbings

The only podcast you have to listen to every week. No politics. Just tech. - Anthropic raises $30BN at $380BN post. - Thrive Raises New $10BN Fund - OpenAI Buys OpenClaw - Stripe Raises at $140BN: Is Adyen Wildly Undervalued? - Monday, Figma, Shopify: Which are Buys vs. Sells? Our new show with @jasonlk and @rodriscoll 👇 Spotify 👉 open.spotify.com/episode/0px4Ea… Youtube 👉 youtu.be/nVfDfse13es Apple Podcasts 👉 podcasts.apple.com/us/podcast/20v… Timestamps: 00:00 Intro 00:42 Anthropic's $30B Raise at $380B 05:53 Why SaaS Stocks Keep Getting Crushed 20:53 Wall Street's New Religion: AI Replaces Headcount 22:21 The Bear Case for Shopify: What Could Go Wrong? 33:13 Replit & Lovable are Proof Figma Missed Out: Figma; Buy or Sell? 50:27 Stripe Raises at $140BN: Is Stripe Wildly Overvalued or Adyen Undervalued? 56:51 OpenAI Buys OpenClaw 01:09:56 Thrive's $10B Growth Fund 01:12:46 Arif Janmohamed Leaves Lightspeed for New Firm 01:17:26 Workday's Founder Returns as CEO: Will it Work? 01:25:15 Which Founder Returns Next: HubSpot, Twilio, Gitlab? 01:28:58 Is Monday.com a Screaming Buy? 01:33:43 Jason and Harry Bet $200,000

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