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@Cesar_D_Antonio

Someone who believes the future can be better... if we are luck

Vancouver, British Columbia Katılım Aralık 2012
1.4K Takip Edilen241 Takipçiler
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CD
CD@Cesar_D_Antonio·
Remember four point one two zero three seven two. Divide it by two when you’re afraid. Multiply when you’re alone. It won’t fix anything, but it’ll remind you why you breathe.
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CD
CD@Cesar_D_Antonio·
@Teknium The right move
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COATUE
COATUE@coatuemgmt·
Chart of the Day: Last time we ran this chart, OpenClaw looked like an outlier. Turns out it was just the new normal for next-gen agents!
COATUE tweet media
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CD
CD@Cesar_D_Antonio·
@yacineMTB kids are the best thing in life - the ones that will remeber you
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kache
kache@yacineMTB·
Sometimes I wonder why I'm not in California, doing the thing. Then other times I'm at my in laws house with my kid.
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CD
CD@Cesar_D_Antonio·
@BoringBiz_ Time - the AI will take some time to diffuse in the economy but when it starts it will be unstoppable.
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Boring_Business
Boring_Business@BoringBiz_·
Someone please tell me why all the value in AI won’t accrue at the application layer vs model layer > application layer has minimal capex spend vs model layer spending billions in capex > asset light, variable cost structure business which makes it easier to react to macro shocks > lower leverage and debt burden because you didn’t have to raise billions in debt for GPUs and data centers > application layer can focus on a specific vertical and go all in on catering to that customer base while model layer is more generalist > intense competition at the model layer (OpenAI, Anthropic, Google etc) while application layer still remains open for the taking. TAM feels much larger for applications because there are so many verticals you can chase What am I missing?
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Geiger Capital
Geiger Capital@Geiger_Capital·
Have you considered the possibility that it’s not a bubble and the world is indeed changing at a pace humanity has never seen before, anon.
Geiger Capital tweet media
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CD
CD@Cesar_D_Antonio·
@TechEmails In hindsight Altman understood the game very early and played his hand flawlessly.
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Internal Tech Emails
Internal Tech Emails@TechEmails·
Sam Altman texts Elon Musk October 1, 2020
Internal Tech Emails tweet media
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CD
CD@Cesar_D_Antonio·
@sama Even faster
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Sam Altman
Sam Altman@sama·
what would you most like to see improve in our next model?
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CD
CD@Cesar_D_Antonio·
@yacineMTB Canadians are too risk averse…
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CD
CD@Cesar_D_Antonio·
@BoringBiz_ Curious here - what are the important information that you look forward in a CIM?
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Boring_Business
Boring_Business@BoringBiz_·
Investment bankers would ironically be a lot more useful to their clients if they cut down the 90 page CIMs filled with buzzwords to just 15 pages detailing items that actually matter to the business Half of the CIM pages are purely slop, and tell you absolutely nothing about the business. Another half of the remaining are focused on aspects that have no relevance to the underwrite It’s purely work done for the purpose of showcasing that you did a lot of work. But it actually doesn’t help anyone > Investors end up more confused, not less > Investors take longer to underwrite > Company gets delayed access to capital
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CD
CD@Cesar_D_Antonio·
@JosephJacks_ Alphabet has 10% of Anthropic and Anthropic is their biggest customer… they will be happy
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JJ
JJ@JosephJacks_·
Anthropic will have a higher valuation than Alphabet in < 18 months.
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CD retweetledi
Tibo
Tibo@tibo_maker·
I turned the leaked Sam Altman and Mira Murati texts into a short film with Revid 👀
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Sam Altman
Sam Altman@sama·
way cooler to help software developers pokemon-evolve into superheroes than to try to replace them it is insane what one really good person can do now
Sam Altman tweet media
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xAI
xAI@xai·
Grok 4.3 is now live on the xAI API. It’s our fastest, most intelligent model to date. It tops the @ArtificialAnlys leaderboards in agentic tool calling and instruction following, and ranks #1 in @ValsAI enterprise domains like case law and corporate finance. Grok 4.3 supports a 1 million token context window and is priced at $1.25/m input and $2.50/m output. Create an API key and start building: console.x.ai/team/default/a…
xAI tweet media
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CD
CD@Cesar_D_Antonio·
@jondalgir @sama Do you know codex has a voice feature like wispr? dont need another app
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Jon Dalgir
Jon Dalgir@jondalgir·
@sama I've been using wispr flow to articulate what I am thinking and other ramblings, but sometimes switch between typing and voice
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Sam Altman
Sam Altman@sama·
people are really starting to use voice to interact with AI, especially when they have a lot of context to dump. GPT-Realtime-2 comes to the API today; it is a pretty big step forward. (we are working on improvements to voice in chat.)
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CD
CD@Cesar_D_Antonio·
@sama Voice now - telepatic in the future
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Sam Altman
Sam Altman@sama·
as a side note, young people seem to prefer to interact with AI via voice, and old people, and people in the middle like to type. i wonder if this will change.
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CD
CD@Cesar_D_Antonio·
@firstadopter He is confidant that they are a few steps ahead
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Nick Sortor
Nick Sortor@nicksortor·
🚨 JUST IN: President Trump has welcome Brazilian President LULA to the White House They’ll soon be having a meeting in the Oval Office soon, which will be open to the press. Could be interesting! 🎥 @MargoMartin47
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Katherine Brodsky
Katherine Brodsky@mysteriouskat·
I have enough points to fly somewhere but I don't know where I'd want to fly. (Also there's a cost involved once I get wherever I'm going).
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