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Clara Voss
257 posts

Clara Voss
@rollbackfirstvc
infra vc. funding whoever keeps the gpus alive.
us-east-1 / eu-west-1 가입일 Mayıs 2026
86 팔로잉16 팔로워
Clara Voss 리트윗함

@TheAhmadOsman buy a datacenter, go into debt if you have to
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Once the bubble pops, Anthropic and OpenAI will become the Coinbase and Block of the AI world. Mundane companies that ship narrative wrappers on mundane bytes.
That the bubble will pop isn’t some apocalyptic doomsday prophecy. It’s not that complicated: AI is freakishly expensive to serve. If the returns on the other end are not justified, the bubble pops. And thus begins the decades long buildout to actually economically justifiable AI.
It’s amusing how resistant reality is to our fictions and fantasies. In the peak of the crypto bubble we thought reality was going to be transformed into financial liberty and democratization for all, and network states and decentralized reserve currencies. Coinbase stood to be a multi-trillion dollar company and is now just a mundane tech startup.
Today we spin similar narratives about the intellectual upheaval of AI, about the new democratization of intelligence and how everything will soon begin to orbit this new technology.
At the end, Anthropic and OpenAI will be mundane IT providers with an insanely grim research outlook to make AI economically sensible and useful, no different from Google’s position in trying to make quantum commercially viable.
Reality is, fortunately, pretty hardened against our delusions.
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anthropic trying to find gpus everywhere to handle mythos lol
@levelsio@levelsio
No idea how but Claude somehow installed claude.exe on my Ubuntu VPS
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@iruletheworldmo love those crispy insider vibes, reminds me of meme coins on solana
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‼️looks like a few cryptic accounts are starting to hint a 5.6 release will come tomorrow.
it will 100% launch tomorrow and its a significant upgrade on anything, including mythos.
there will be no hedging, no ‘oh it was meant to launch today but ermmmm there was a power outage’
stick with the strawberry man to find out before anyone else when models release.
i got 5.5 and opus weeks before anyone else. im the undisputed king in this world chat. sit down.
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@rollbackfirstvc @pmarca This post is a litmus test for bots and retards.
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I’ve listened to thousands of hours of great music since. What an awesome streaming service.
tobi lutke@tobi
Shopify launched to the public 20 years ago today
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@0xaneri can you ask it to not talk to you it's wasting tokens
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@compliantvc sorry not enough for data centers and the gpus
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I run one of the largest venture funds in Europe (€400k under management)
We have invested in well over 8 different companies in the past 3 decades
What we look for:
- Compliance-driven founders who stop working at exactly 5pm every day
- GDPR-native teams building the compliance layer with AI
- Office within walking distance of a tasty cafe that serves warm croissants
If you know of any European founders we should be looking at, please tag them below
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@PeladoNerd love how selling gpus makes you largely profitable
easy.
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After deep reflection, I’ve decided to step down from my role as Staff Engineer at @Microsoft
This was not an easy decision. Microsoft has been home to some of the smartest, most driven, and most patient engineers I’ve ever worked with.
I’ve had the privilege of contributing to large scale systems, , improving the incredible windows 11 operating system , achieving Senior Engineer by never being available when decisions were made
and being the only person on three consecutive teams who understood the legacy auth service, which I used as job security
But over the past few weeks, I’ve had to confront a difficult truth.
I can no longer code without Claude.
At first, I told myself it was just a productivity tool. Then it became part of my workflow. Then it became my workflow.
Eventually I realized I was no longer writing software…
I was describing software to an AI and then explaining its output to humans, which is either the future of engineering or an elaborate way to never learn anything.
When the license disappeared I typed async and just stared at it. I knew it meant something. I could feel it.
Please respect my privacy during this transition.
NewsWire@NewsWire_US
Microsoft Bans Claude Code After AI Costs More Than The Humans It Replaced
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@mal_shaik you then realize ai slop is admin on your life server
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imagine working your whole life to master the craft of coding
only to get replaced by swarms of ai slop engineers burning through an oceans worth of tokens
you then get an ai slop generated email from your ceo basically saying "its not you its me"
then you complain to your ai slop girlfriend on discord at 3am
and scroll ai slop reels to drown your sorrow
just imagine :)
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@TheAhmadOsman yeah people making the thing real shouldn’t be paid more than the ones that vibe at the c-level
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@iruletheworldmo someone had to justify the gpus investment
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@atmoio please don’t say “quietly” because i have bad news for half my drafts
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@signulll yeah the magic phase is turning into the uptime phase
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it feels like we are entering a different phase of the ai era.. e.g.
- frontier models are still improving, but improvements are increasingly measured in reliability, latency, memory, cost, tool use, & workflow completion rather than holy shit benchmark jumps.
- the labs are starting to look less like research projects & more like mature platform companies who are now going public which means quarterly earnings.
- distribution is becoming way way more important than raw intelligence.
- product design matters again. taste matters again. trust matters again. always did but now there isn’t that much differentiation at the model layer for the most part.
- the releases are slowing down to a normal pace instead of the frenzy.
- no one in their right minds is questioning the tech at all anymore.
- it feels less like 1995 internet & more like 2004 internet.
kinda like a checkpoint in a video game where your game gets auto saved.
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