bruce falck

Two years ago we started building @Halcyon because we believed that modern AI could fundamentally change how the energy industry accesses and uses information ⚡️

@tszzl Aka confirmation bias … IF there are any signs of life … you’re going to say “promising!” No one invested in an idea is not going to say that

common pattern: have an idea, make a horrifically messy implementation of it, see that it’s promising, and then spend twice as much time “cleaning it up” and “doing it right” only to realize you got 80% of what you were going to get out of it the first time

@amir Great to have this independent view - seemed too good to believe.

to the people claiming Anthropic severely inflated its ARR figures compared to OpenAI's... nope, it wasn't.

@Jason @nikitabier @Tibbzzee Twitter is hard. Who knew?

@nikitabier @Tibbzzee This is good work Also, all these at scale, content ripping anonymous accounts feel like spam/rage bait and have to be deprioritized

@auren Can’t decide what’s more fantastic - the content in that clip or @vladtenev sweater!!

Jensen Huang owns 3.3% of Nvidia after 30 years. at some point it stops being about ownership. it's about whether you can actually deliver the thing.

@cjc Will do thank you …

@boo Take a look at our changelog for more on what shipped today: linear.app/changelog/2026… My DMs are open for any questions you might have!

Issue tracking is dead. 🪦 We’ve been trapped in a handoff model where process became the work and engineering time was wasted on ceremony. That era is over. Today, we’re launching the Linear Agent, Skills and Automations. The future is execution, not overhead: linear.app/next

@HarryStebbings @pmarca Alt: who was @pmarca before he moved to CA and got caught up in all this - when he was a humble man building the “what’s new” page?

In 50 mins I will sit down with @pmarca for a show I have wanted to make happen for 10 years. This is your last chance. What are the must ask questions for Marc?

@HarryStebbings @pmarca Why are you in so many podcasts … honestly, serious question. No shade. Genuinely don’t understand this prioritization but I am sure it’s intentional. Maybe always be raising?

@patrickc And this which I just found today

Have wanted something like this for ages — it looks great.

@auren @vladtenev @tachim Banger!

new summation with Harmonic cofounders: Robinhood CEO @vladtenev and CEO @tachim. Harmonic is an AI lab pioneering the path toward mathematical superintelligence. their AI model Aristotle just helped 10x formally verified Erdos problems in 3 months -- from 10 to 117. they think the first Millennium Prize problem falls by 2028.

@sama Maw-some!

I would like a single word for this phrase: "throw it into the maw with every bit of context I can think of".

@dylan522p Design by committee

People naming their product AGI is so funny Arm AGI CPU Amazon AGI

Excited to be heading to @CERAWeek with the @Halcyon crew and talk Speed to Power we anyone interested ⚡️🤓 DM if you want to connect ⚡️🤓

@EricNewcomer @cityofthetown @NewcomerMedia Banger

from @cityofthetown in @NewcomerMedia: The legend of Satya Nadella is of an executive who took over Microsoft a dozen years ago after the troubled reign of Steve Ballmer, and saved the company. He made Azure into a force and Office into a cash machine. In the AI era, Nadella moved faster than rivals to navigate another platform shift. He bet big on OpenAI, giving Microsoft early access to breakthrough models, and recruited a DeepMind co-founder to lead its internal AI effort when the OpenAI partnership was looking shaky. It’s a legend I know well because I helped create it. At the Wall Street Journal, I covered Microsoft during its AI renaissance, talking to Nadella and his deputies frequently, while chronicling a bet-the-company strategy that seemed to radically reshape its culture and products. Of all tech giants, how did stodgy Microsoft emerge as the winner in AI while its rival Google was in chaos? The answer was Nadella. But the problem with legends is they’re unmoored from time and can outlive the truth. And time has not been kind to this one.

@LorraineTwohill @Google @FastCompany Absolutely legendary company on so many levels

Innovation is in our DNA 🧬 Thrilled to see @Google at the top of @FastCompany’s Most Innovative Companies list for 2026. It’s been a journey to make our products more helpful for everyone, everywhere, and we’re not done yet!

@sarahookr @adaption_ai Super impressive …

its kind of wild @adaption_ai is only 4 months into our journey. Super special to see the magic. We are also hiring technical talent across all 3 pillars.

@saranormous @karpathy This idea that “maybe swarms of distributed agents could outperform the labs” is very interesting and has big implications

ICYMI: podcast with @karpathy last Friday on the phase shift in engineering, AI psychosis, claws, AutoResearch, the opportunity for a SETI-at-Home like movement in AI, the model landscape, and second order effects — link👇

@saranormous This idea that “maybe swarms of distributed agents could outperform the labs” is very interesting and has big implications

youtu.be/kwSVtQ7dziU?si… podcasts.apple.com/us/podcast/and… open.spotify.com/episode/3u1XHE…

@ramtinnaimi @doctronic @mattpavelle Congrats!

Proud to be co-leading @doctronic Series B with Lightspeed and partnering with @mattpavelle, Adam Oskowitz, and their exceptional team. They’re building the AI-native front door to healthcare, pairing a 24/7 AI doctor with real clinicians to expand access and lower cost. A glimpse into what modern care delivery will look like at scale. wsj.com/articles/start…

@antoniogm Sounds like your next company to me …

Crypto is going to find out the hard way that it's horribly behind when it comes to risk modeling (I'm a former credit quant...the field is behind what the state of the art was 20 years ago). It'll learn one blow-up at a time. Want to make a fortune in defi? Create a dashboard that shows DV01 (to offchain rate moves), JTD (pivoted by underlying asset), correlation delta (for correlation across assets)...and for fuck's sake, time to have a tradable credit spread for vault curators and asset issuers (to both model counterparty risk and hedge against it). We're in caveman-land right now. Crypto's general tendency to YOLO everything just isn't good enough anymore.