Lawrence Lin Murata

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Lawrence Lin Murata

Lawrence Lin Murata

@LawLM

Co-founder & CEO @SlopePay⚡️ (YC S21) | prev: Head of AI Platforms & DS @NautoInc, founder/CEO at Newton (acq), @Stanford 🇧🇷

[email protected] Katılım Ekim 2010
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Lawrence Lin Murata
Lawrence Lin Murata@LawLM·
At @slopepay, we’re excited to announce our $30M round led by @USV with major participation from @sama - bringing our total equity/debt funding to $187M. Since launching in Aug ‘21, we are over 8 figures in ARR and are a lean team of 18. In the midst of this excitement, I wanted to share color on what it took to get to where we are. A 🧵
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I worry a lot about the collateral damage of vibe coding and agents in security and data privacy. The surface area of attack is growing very quickly, while control and auditability are generally decreasing - this is a very bad combo.
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Andrej Karpathy
Andrej Karpathy@karpathy·
Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.
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Choose to do something well or don't. - Focus on solving problems you genuinely care about. - Wake up and give your best every day. - Occasionally touch grass. - Swim your own lane - don't try to live others' lives. The rest will take care of itself. Nothing else matters.
Deedy@deedydas

The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen. Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders - have hit retirement wealth of well above $20M (back of the envelope AI estimation). Everyone outside that group feels like they can work their well-paying (but <$500k) job for their whole life and never get there. Worse yet, layoffs are in full swing. Many software engineers feel like their life's skill is no longer useful. The day to day role of most jobs has changed overnight with AI. As a result, 1. The corporate ladder looks like the wrong building to climb. Everyone's trying to align with a new set of career "paths": should I be a founder? Is it too late to join Anthropic / OpenAI? should I get into AI? what company stock will 10x next? People are demanding higher salaries and switching jobs more and more. 2. There’s a deep malaise about work (and its future). Why even work at all for “peanuts”? Will my job even exist in a few years? Many feel helpless. You hear the “permanent underclass” conversation a lot, esp from young people. It's hard to focus on doing good work when you think "man, if I joined Anthropic 2yrs ago, I could retire" 3. The mid to late middle managers feel paralyzed. Many have families and don't feel like they have the energy or network to just "start a company". They don't particularly have any AI skills. They see the writing on the wall: middle management is being hollowed out in many companies. 4. The rich aren’t particularly happy either. No one is shedding tears for them (and rightfully so). But those who have "made it" experience a profound lack of purpose too. Some have gone from <$150k to >$50M in a few years with no ramp. It flips your life plans upside down. For some, comparison is the thief of joy. For some, they escape to NYC to "live life". For others still, they start companies "just cuz", often to win status points. They never imagined that by age 30, they'd be set. I once asked a post-economic founder friend why they didn't just sell the co and they said "and do what? right now, everyone wants to talk to me. if i sell, I will only have money." I understand that many reading this scoff at the champagne problems of the valley. Society is warped in this tech bubble. What is often well-off anywhere else in the world is bang average here. Unlike many other places, tenure, intelligence and hard work can be loosely correlated with outcomes in the Bay. Living through a societally transformative gold rush in that environment can be paralyzing. "Am I in the right place? Should I move? Is there time still left? Am I gonna make it?" It psychologically torments many who have moved here in search of "success". Ironically, a frequent side effect of this torment is to spin up the very products making everyone rich in hopes that you too can vibecode your path to economic enlightenment.

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Lawrence Lin Murata
Lawrence Lin Murata@LawLM·
There's no doubt agents make us all more productive. But I'm finding it key to discern real productivity vs. feeling productive. I'm recently running into 2 productivity failure models: - Failure by parallelism: I can spin up as many parallel agents as I want, but there's a threshold where it exceeds my context window so things start getting dropped. Fewer parallel threads done well >>> many threads that never get across the finish line. I suspect better orchestration will solve this. If humans can run companies with 10,000s of employees, why can't we run as many/more agents? - Failure by depth: Agents make it very easy to do extra work and dive deeper into anything in ways that weren't practical before. But does that actually result in better output or is that extra work that feels productive but isn't?
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Lawrence Lin Murata
Lawrence Lin Murata@LawLM·
The underlying cost structure of running a company is changing. Many business models will now become scalable and having better cost structure will become a real competitive advantage that will be passed on to customers
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Brandon Hill • Vori.com
Brandon Hill • Vori.com@IamBrandonHill·
Grocery is a $1.5T domestic market — bigger than restaurants, bigger than hotels. But it's running on technology from the Reagan administration. We just raised a $22M Series B for @VoriHQ to make every supermarket in America autonomous.
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Lawrence Lin Murata
Lawrence Lin Murata@LawLM·
we’re putting out an offer to buy Bank of America. half cash, half stock.
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Lawrence Lin Murata
Lawrence Lin Murata@LawLM·
It's never been more exciting to build in fintech. Our data science team applied @karpathy's autoresearch to credit risk modeling. It used to take us a week to ship ~1 solid credit feature. A single autoresearch round generated 58 strong new features orthogonal to our existing set. What would have taken more than a year can now be done in days, without sacrificing any defensibility. Sharing in-depth results below.
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Lawrence Lin Murata
Lawrence Lin Murata@LawLM·
Someone needs to make a marketplace of digital twins where you can hire anyone's digital brain and the owner can monetize on it
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Lawrence Lin Murata
Lawrence Lin Murata@LawLM·
IMO Opus 4.6 with digital twin (left) > Opus 4.7 (right)
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Lawrence Lin Murata
Lawrence Lin Murata@LawLM·
Most of my Claude Code / Codex usage isn't even on coding. Legal contracts, financial models, ops workflows, customer analysis. AI coding tools were built for codebases, but a directory of legal contracts is a codebase. A credit policy is a codebase. Everything is code now.
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Lawrence Lin Murata
Lawrence Lin Murata@LawLM·
Most surprising thing about building my digital twin so far: he applies my taste to domains it doesn't even have training data on. There's zero design content in the dataset. He one-shot designs I actually liked. That would've taken 5+ rounds with ChatGPT or Claude.
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Lawrence Lin Murata
Lawrence Lin Murata@LawLM·
Was up until 4am this weekend building my digital twin. Trained on 1.75M of my messages from Slack, iMessage, ChatGPT, Claude, socials, everything. He thinks like me. He one-shots tasks that used to take 5+ rounds of back-and-forth with ChatGPT/Claude.
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Lawrence Lin Murata
Lawrence Lin Murata@LawLM·
It's so funny to me that we used to verify humans based on what humans can do that AI cannot, and now it quickly became the other way around
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