devops_daddy

2.3K posts

devops_daddy

devops_daddy

@devops_daddy

build businesses and talk shit | AI infrastructure

Kentucky, USA Inscrit le Mayıs 2022
201 Abonnements96 Abonnés
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devops_daddy
devops_daddy@devops_daddy·
a computer consists of 4 components: Disk (storage), CPU (processing), RAM (short-term memory) and the Network. regarding troubleshooting, 85-90% of issues are Network-related. maybe higher (shout out selinux / aws security groups)
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James Camp 🛠,🛠
James Camp 🛠,🛠@JamesonCamp·
Silicon Valley has been funding the wrong people for years VCs want founders who blindly believe an impossible mission is possible. That's easiest to find in people who are very young. Problem is when the plan doesn't work those same people don't pivot... they lie. One lie leads to another and suddenly you're faking SOC 2 reports for hundreds of clients. Elizabeth Holmes didn't plan to commit fraud. She believed it would work, then it didn't, and she was in too deep to tell the truth. $32M in funding and YC backing and nobody caught it. I genuinely hope I get to be on the investing side of this one day because the pattern recognition is broken
Ryan@ohryansbelt

Delve, a YC-backed compliance startup that raised $32 million, has been accused of systematically faking SOC 2, ISO 27001, HIPAA, and GDPR compliance reports for hundreds of clients. According to a detailed Substack investigation by DeepDelver, a leaked Google spreadsheet containing links to hundreds of confidential draft audit reports revealed that Delve generates auditor conclusions before any auditor reviews evidence, uses the same template across 99.8% of reports, and relies on Indian certification mills operating through empty US shells instead of the "US-based CPA firms" they advertise. Here's the breakdown: > 493 out of 494 leaked SOC 2 reports allegedly contain identical boilerplate text, including the same grammatical errors and nonsensical sentences, with only a company name, logo, org chart, and signature swapped in > Auditor conclusions and test procedures are reportedly pre-written in draft reports before clients even provide their company description, which would violate AICPA independence rules requiring auditors to independently design tests and form conclusions > All 259 Type II reports claim zero security incidents, zero personnel changes, zero customer terminations, and zero cyber incidents during the observation period, with identical "unable to test" conclusions across every client > Delve's "US-based auditors" are actually Accorp and Gradient, described as Indian certification mills operating through US shell entities. 99%+ of clients reportedly went through one of these two firms over the past 6 months > The platform allegedly publishes fully populated trust pages claiming vulnerability scanning, pentesting, and data recovery simulations before any compliance work has been done > Delve pre-fabricates board meeting minutes, risk assessments, security incident simulations, and employee evidence that clients can adopt with a single click, according to the author > Most "integrations" are just containers for manual screenshots with no actual API connections. The author describes the platform as a "SOC 2 template pack with a thin SaaS wrapper" > When the leak was exposed, CEO Karun Kaushik emailed clients calling the allegations "falsified claims" from an "AI-generated email" and stated no sensitive data was accessed, while the reports themselves contained private signatures and confidential architecture diagrams > Companies relying on these reports could face criminal liability under HIPAA and fines up to 4% of global revenue under GDPR for compliance violations they believed were resolved > When clients threaten to leave, Delve reportedly pairs them with an external vCISO for manual off-platform work, which the author argues proves their own platform can't deliver real compliance > Delve's sales price dropped from $15,000 to $6,000 with ISO 27001 and a penetration test thrown in when a client mentioned considering a competitor

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m. stanfield
m. stanfield@resetbasis·
Imagine explaining to your wife that in court, when asked “is Afroman banging your wife?” The only answer you could muster was, “I don’t know.”
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devops_daddy
devops_daddy@devops_daddy·
@ThenInvest @realEstateTrent yeah this is the republicans failing to fund basic services there genius because they want to send that money to Israel or anywhere but the US
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Then Invest
Then Invest@ThenInvest·
@realEstateTrent The democrats will hurt average Americans in order to score points against their opponents. They won't fund basic services and they don't care if they can advance their power. Its disgusting.
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devops_daddy
devops_daddy@devops_daddy·
@buccocapital SAP is the biggest piece of shit known to man but you're 100% not replacing it with claude code this decade
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BuccoCapital Bloke
BuccoCapital Bloke@buccocapital·
I would be so so so curious to meet the guy willing to put his career on the line by ripping out SAP to replace it with Claude I would also like to know if this is a public company so I can short it
diego77@diego77du

Cleveland research report....Anthropic is emerging as a competitive threat for SAP and enterprise apps more broadly. See potential for our signings growth to flatten out as a result. Our clients are closely evaluating Anthropic as we speak and reconsidering their 9-figure SAP investment.

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devops_daddy
devops_daddy@devops_daddy·
@JillFilipovic you're an idiot. some 90 year old should demolish your family and see how you feel then
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Jill Filipovic
Jill Filipovic@JillFilipovic·
I don’t think an 80-year-old woman should spend the rest of her life in prison for a tragic mistake. But I think she should probably be bankrupted by lawsuits, have to admit fault and apologize, and never drive again. (And a year in prison doesn’t seem unfair).
Heather Knight@hknightsf

Nobody disputes that Mary Lau was driving 75 miles per hour on San Francisco streets when she struck and killed an entire family. On Friday, a judge is expected to give her probation. After that, she could get her license back. The case raises the question, what is justice?

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devops_daddy
devops_daddy@devops_daddy·
@ramit keeping up with the Joneses. NYC is now for the ultra-wealthy. Accept it and MOVE ON.
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Ramit Sethi
Ramit Sethi@ramit·
Why do so many wealthy people insist they're NOT wealthy? This is a real quote from a woman whose household income is over $2 million/year. She doesn't consider herself wealthy! Why do you think this tendency to deny being wealthy is so common?
Ramit Sethi tweet media
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devops_daddy
devops_daddy@devops_daddy·
@GenAI_is_real i can't wait to see his AWS built on the absolute shit being deployed
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Chayenne Zhao
Chayenne Zhao@GenAI_is_real·
a piping engineer in houston shipping production software in 8 weeks with zero prior coding experience while most YC startups with 5 engineers cant ship in 12. the difference is he has 20 years of knowing exactly what the industry needs and zero time wasted on architecture debates. this is the future of vertical software - built by domain experts, powered by inference APIs, and absolutely terrifying for every generic SaaS company charging $50k/year for features a tradesman built in a weekend @toddsaunders
Todd Saunders@toddsaunders

I know Silicon Valley startups don't want to hear this..... But the combination of someone in the trades with deep domain expertise and Claude Code will run circles around your generic software. I talked to Cory LaChance this morning, a mechanical engineer in industrial piping construction in Houston. He normally works with chemical plants and refineries, but now he also works with the terminal He reached out in a DM a few days ago and I was so fired up by his story, I asked him if we could record the conversation and share it. He built a full application that industrial contractors are using every day. It reads piping isometric drawings and automatically extracts every weld count, every material spec, every commodity code. Work that took 10 minutes per drawing now takes 60 seconds. It can do 100 drawings in five minutes, saving days of time. His co-workers are all mind blown, and when he talks to them, it's like they are speaking different languages. His fabrication shop uses it daily, and he built the entire thing in 8 weeks. During those 8 weeks he also had to learn everything about Claude Code, the terminal, VS Code, everything. My favorite quote from him was when he said, "I literally did this with zero outside help other than the AI. My favorite tools are screenshots, step by step instructions and asking Claude to explain things like I'm five." Every trades worker with deep expertise and a willingness to sit down with Claude Code for a few weekends is now a potential software founder. I can't wait to meet more people like Cory.

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Wall Street Apes
Wall Street Apes@WallStreetApes·
American rented a vehicle for $50 a day for 17 days from Enterprise Rent-A-Car, the cost was $850.00 But then came the fees… - Sales Tax: $92.47 - Concession Recovery Fee: $98.42 - Customer Facility Charge: $45 - Tourism Commission Assessment Rec: $29.75 - Vehicle License Assessment Recovery Fee: $29.75 Estimated Total: $1,151.51 That’s $301.51 in taxes and fees to rent a vehicle This should be illegal
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m. stanfield
m. stanfield@resetbasis·
Not gonna lie, this song is catchy as hell. Afroman is a national treasure.
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Ed Andersen
Ed Andersen@edandersen·
Software engineers will not be trusted to spend 50% of their salary on variable opex costs with no guarantee of productivity, unless they are executive level. this is a pipe dream to sell GPUs
TFTC@TFTC21

Jensen Huang: "If that $500,000 engineer did not consume at least $250,000 worth of tokens, I am going to be deeply alarmed. This is no different than a chip designer who says 'I'm just going to use paper and pencil. I don't think I'm going to need any CAD tools.'"

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John Rotonti Jr
John Rotonti Jr@JRogrow·
Too many bangers in here, but here are some of my other favorite quotes from this episode 🙏... "I got to spend the last 8.5 years of my career on the Street working at Point72 for Steve Cohen…The competitive advantage at Point72 was about understanding when stories change by one degree instead of ten." "Every piece of content that you share with a PM has to create lift or there is no value in that content…at the end of the day, every PM on the Street is being evaluated on three things. Number of at bats, hit rate against the number of at bats, and then sizing against that hit rate. If you are building a function to inform a PM’s process…you need to help them generate more ideas, have a higher hit rate against their ideas, or help them improve their slugging percentage and/or conviction. If you are not creating lift in one of those three buckets for a hedge fund when you are running the research business, then you don’t have a research business." "In the content business you want to be relevant, different, and accessible." "Alpha is a construct that evolves through time…Alpha moves around. It’s always there, but sometimes it’s in speed to information. Sometimes it’s in just the information itself or access. Sometimes it’s in the organizational ability to process something and turn it into a trade." "Don’t be too married to a view. You want to get it right, not be right. At the end of the day, alpha rewards those that value assets in a cold way…Larry [Robbins] and Steve [Cohen] just wanted to get it right. They were maniacal about getting it right through best practices and best processes." "Having a competitive advantage takes work, and it’s not asking a chatbot." "I used to do thousands of calls talking to CEOs and CFOs of private companies and one of the questions I always ask was ‘when was the last time you saw this? And then what happened after that? And what was the timeline of that?' And then I had a playbook, and I was just matching against the playbook. Once you start thinking in frameworks, stuff really scales." "I would have people on Wall Street learn the old fashioned way [without LLMs] for the first six or twelve months…I sound like an old man, but let’s walk into the room rather than run…I’m a believer in the tools but I also think it’s stunting the growth of this generation…it could lead to degradation in your 30s that you won’t be able to come back from. If you don’t know how to do anything, then you don’t know how to do anything, and competing on your raw smarts isn’t enough because everyone is smart."
Ethan Kho@ethanrkho

Ex-Point72 Proprietary Research Head Kirk McKeown on building edge, alpha decay, & why everything that happened on Wall Street is about to happen on Main Street. Kirk McKeown (8.5 years @ Point72 under Steve Cohen | Built primary research at Glenview under Larry Robbins | Now founder of Carbon Arc @CarbonArcAI) "Alpha rewards those who value assets in a cold way. You want to get it right — not be right." We cover: - How alpha creation differs across multi-manager vs. concentrated shops - The 3 vectors every middle office function must move to justify its existence - Why he worked 6-hour Sundays from 2006-2020 — and the math behind it - The TSMC call that signaled semiconductor cancellations before anyone else knew - What the quant revolution on Wall Street tells us about the AI economy today - His framework: 4 market structures, 9 business models, & why they have rules - The MIT beer game & why every business problem is really an inventory problem - His hot take: a top hedge fund launches an enterprise AI lab in 2026 Highlights: 00:00 Intro 04:47 Tutor vs Glenview vs Point72: how edge differs 12:29 How to build “lift” for PMs: at-bats, hit-rate, sizing 18:44 Building research edge: outwork, read, fieldwork 27:16 Personal moat in 2026: analogs, history, decision trees 40:08 “Main Street becomes Wall Street”: what that actually means 44:30 Carbon Arc thesis: “decimalization” of data market structure 46:43 Why the edge migrates to data plus domain context 51:00 How to win in commoditized research: sample size beats anecdotes 01:03:26 Factorizing everything: themes, market structure, business models 01:08:37 Pruning decision trees: signals, scale points, inventory dynamics 01:14:18 Contrarian 2026 take: hedge funds launching enterprise AI labs 01:23:32 Final question: one habit to build career alpha

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Hannah Oliver
Hannah Oliver@EruditeTogether·
I am a Christian, and I have two daughters. Both my daughters attend public school. When my daughters were old enough to go to school I felt so much pressure from the Christian culture to homeschool them. I went to public school and had a really good experience, but everyone was treating public school like it was the devils playground. I tried to homeschool my oldest in preschool and I realized how terribly unequipped I was to teach. I didn’t have the discipline, nor the mental capacity to teach from home. I think public school is great. The teachers are all so intentional, the school counselors are lovely, and their principal remembers their names and things about them. We are very involved parents. We go on field trips, take them to school events, and go to all their conferences. Honestly, public school gets way too much hate.
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m. stanfield
m. stanfield@resetbasis·
The cool part about rent control is watching tenants slowly become maintenance people against their will.
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Michael Timbs
Michael Timbs@michael_timbs·
Had the opportunity to interview Marc Andreesen recently and it was very frustrating. Entire thing went like this What makes a good investment? Don’t know, never really thought about it. What was your best investment to date, and why? Don’t know, never really thought about it. What advice would you give to founders looking to start a company? Don’t know, never really thought about it
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Pedro L. Gonzalez
Pedro L. Gonzalez@emeriticus·
I’m sorry but the tech bros and the tech right are just very stupid people who like the aesthetics of being perceived as readers of old books and ancient history/philosophy to compensate for not actually having any culture or real personalities. A Roomba has more personality than Marc Andreessen
spor@sporadica

“Steve Jobs’ years of introspection resulted in him making a decision I disagree with, therefore he did not have any sort of introspection” he’s really on one now, lmao

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Chris Griffin
Chris Griffin@csgriff_·
@BuildScaleLead @staysaasy Finally, the actual answer. “No one gets fired for buying IBM”, they defo do for switching important apps across to a couple of socially awkward randoms, get back in your box
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staysaasy
staysaasy@staysaasy·
Re: SaaS death - I actually know of two separate SaaS companies that had employees leave in the last two years to build competitors and in both cases the competitive products are now dead, with zero traction. And the people that left those companies were very, very smart. And the products they built were the same shape as the companies they left, and they used AI to build them. But they had absolutely 0 success.
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