Willie SONG

@opencode i recommend mimo

we've added unique user rankings some models are token heavy so they skew upwards in rankings - unique people using the model is a more accurate ranking we'll orient more of our data around this metric

@droidbuilds GPT, the CC team is insane

If Claude and ChatGPT dropped these models on the same day with 2× the subscription price, which one are you paying for?

@PodcastAlphaX @andrewdfeldman @theallinpod sounds like a good AI infrastructure.

15-18x faster than NVIDIA GPU clusters. OpenAI is a customer. Cerebras CEO @andrewdfeldman on @theallinpod: the gap is not software optimization. It's physics. NVIDIA GPUs move data from off-chip memory (HBM) to compute units - that trip is the bottleneck. Cerebras built a wafer-scale chip the size of a dinner plate with on-chip memory adjacent to compute. No off-chip trip. 15-18x faster on AI inference workloads. At $50-60B market cap, you're betting that speed advantage holds as NVIDIA iterates its architecture. If you hold $NVDA, this is the primary new threat to benchmark against next quarter. Speed advantage vs software moat - the full breakdown: podcastalpha.substack.com/p/all-in-liqui… Source: All-In Podcast - youtube.com/watch?v=jLICvW…

@andrewdfeldman inspired by you words as an economics student

When I finished college, my ambition was not to build the world’s fastest chip company. I wanted to become a professor of development economics. I went to work in Pakistan. The Northwest Frontier Province is about as far from Silicon Valley as you can get. After I came back, I started a PhD program and finished my classes and qualification exams. Then I got bored. I thought I'd add an MBA and end up teaching at a business school. My housemate Jim was joining a tiny startup. They asked me to join, twice. I said no. I had no interest in data networking. I thought it was plumbing. Eventually I caved and wrote their business plan. Then I joined them. And it turned out to be an extraordinary team and a phenomenal industry. We built chips and systems for switching and routing. We played a small role in changing the world. We sold the company less than a year later for $280M, when that was a lot of money. 8 of those guys are still with me, more than 25 years later, at @cerebras today. I call it the myth of LinkedIn - this idea that we all had our careers mapped from the time we left high school. Mine wasn't a straight path. It was a series of accidents where I fell into things I enjoyed. Where I was curious, met people whom I liked, and learned from. If you're 18 and someone asks you to pick a narrow lane - don't. Go to university. Learn how to think. Be as broad as you can. Follow your curiosity. Explore. The journey will take you to amazing places.