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@RoTalluri

co-founder & ceo @primitivelabsai | a16z sr007 | prev ai @amazon agi, ml infra @aws

San Francisco, CA Katılım Eylül 2024
101 Takip Edilen59 Takipçiler
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ro@RoTalluri·
anyone else just using gpt-5.6 sol for everything?
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Ben Newell
Ben Newell@ben_ai_eng·
Removing the 5-hour Codex window has honestly been a bigger qol improvement than i expected. I always end up working well beyond 5 hours anyway, so tracking both the 5-hour window and weekly usage just created unnecessary context switching. Now i can just focus on problem solving. Less than 48 hours in, it's already reduced my day-to-day stress during a critical production launch. Hopefully this stays in place. Nice change, @thsottiaux @OpenAIDevs 🤝
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ro@RoTalluri·
i think the market is vastly overestimating demand for every enterprise training their own models. frontier lab foundation models will continue to improve through transfer learning, while the cost and operational burden of custom training remains high. see gpt-5.6 sol
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ro@RoTalluri·
@fredrikalindh how do you assess / are you watching the whole time?
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fredrika
fredrika@fredrikalindh·
i wrote a post on how cursor does hiring 6 months back, but a lot has changed bc of the latest models now onsite is just 5h to ship a full product from scratch here's what the people who pass do differently:
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ro@RoTalluri·
@ziv_ravid the models are only going to only keep getting bigger
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altra
altra@catboosted·
I’d love to double down on the meme but this is very sophisticated trolling Researchers do not want your stupid random benchmarks or data. They only care about hillclimbing economically valuable work The top N vendors sell capability lift, not trash.
Arno@aarnogau

Ive been telling friends who want to do start ups. Easiest way to get revenue and raise a few M: 1. Find something the models are bad at that people care about 2. Make a bench for it 3. Shout on X that some lab is better than other lab. 4. Sell data for the bench to other lab

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Rohan Paul
Rohan Paul@rohanpaul_ai·
Jevons Paradox is about to hit AI harder than almost any industry we have seen before. People once thought faster internet would simply let us load the same websites more quickly. That was not even close to what happened. Faster connections created video streaming, cloud software, online gaming, video calls, social media, and entire businesses that could not exist on slow internet. Every increase in speed created new reasons to use more bandwidth. AI will work the same way. Today, we mostly use models for chat, coding, search, writing, and a few business workflows. But once intelligence becomes cheap enough, fast enough, and reliable enough, it will be built into every process that involves a decision. The biggest AI workloads probably do not exist yet. They are waiting for the cost of intelligence to fall. It will create millions of new tasks that are currently too slow, too expensive, or simply impossible.
Rohan Paul tweet media
Gavin Baker@GavinSBaker

The mega bull case for AI infrastructure would be *if* market share shifted away from certain frontier labs with 90%+ inference margins toward cheaper models, whether open-source or closed. It would increase the ROI on AI spend for end customers by increasing intelligence per dollar, which would drive incremental token demand. Margin dollars would effectively get redistributed from the frontier labs to AI infrastructure providers. The infra winners would be those with the lowest per token cost and the winners at the model layer would be those with the highest token efficiency. There are many reasons Jensen is so focused on open source, but this is likely the most important one as I think he is probably less worried about a monopsony these days. Lower margin % at the model layer = more margin $ at the infra layer all else equal. With SpaceX and Meta being vertically integrated and possessing the #3 and #4 models respectively it is more possible than ever. Note that Grok 4.5 is ahead of Fable for some useful tasks at a much lower cost, so ranking them #3 is conservative. This is not happening yet. Cheap, mostly open source tokens are likely the majority of volume today but the majority of economic value is still accruing to the most intelligent models. Might change though. We will see.

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ro@RoTalluri·
@Hesamation impressive today, but frontier models are scaling faster than local hardware memory.
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Mira Murati
Mira Murati@miramurati·
Today we share the worldview behind our mission. Human values don't average out. Local knowledge can't be centralized. The good future has many AIs, raised in different places, shaped by the people they serve, disagreeing with each other the way we do. thinkingmachines.ai/blog/the-futur…
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ro@RoTalluri·
@alexatallah shouldn’t we believe in the generalized representations that comes from transfer learning though?
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Alex Atallah
Alex Atallah@alexatallah·
Very important perspective that will grow over the course of the year: Enterprises preserving their IP, improving their AI neurodiversity, & creating hill-climbing evals to build "veteran" agents that beat generalist models. Proprietary evals will finally become a thing!
Satya Nadella@satyanadella

x.com/i/article/2076…

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ro@RoTalluri·
@nikunj outbound sales is our favorite activity
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Nikunj Kothari
Nikunj Kothari@nikunj·
There’s nothing more humbling than outbound sales. Like any skill, it’s learnable. But man, when you see the really great ones do it, you can’t help but walk away a bit envious. Going to be even more important as time progresses!
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Xiangyi Li
Xiangyi Li@xdotli·
for everyone who's coming to sf and uses laptops buy this you will thank me later
Xiangyi Li tweet media
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Aashay Sanghvi
Aashay Sanghvi@aashaysanghvi_·
Lord, give me the confidence to assign a long term multiple to revenue from labs
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ro@RoTalluri·
@fredrikalindh @steipete in our interview process we screen for how agent native the candidates are! also, super critical to give unlimited agent access to get the best candidates
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fredrika
fredrika@fredrikalindh·
if i were looking for a job today i’d prioritize working with people who are agent maxxing and have unlimited tokens. you want to position yourself to become extremely good at working with agents and the only way to do that is to do it a lot
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Brendan (can/do)
Brendan (can/do)@BrendanFoody·
When we were starting @mercor_ai, most of the top investors in Silicon Valley told us that the AI data market would collapse. They had no understanding of the market, but advised us that we should pivot the business to another industry. The most dangerous thing a founder can do is be too deferential to investors with less context. Nvidia, OpenAI, Anthropic, SpaceX, Meta, and most of the legendary companies started as deeply contrarian. If any of the founders had listened to investor consensus, those businesses would not exist.
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Alexandra Barr
Alexandra Barr@BarrAlexandra·
someone at a party last night said VCs will ask you what childhood trauma you’re recovering from, and if you say you don’t have any, they won’t fund you
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h100envy
h100envy@h100envy·
Ex-NVIDIA engineer who built Unsloth explained RL, kernels, reasoning, quantization, and agents in 2 hours 42 minutes - better than $5000 fine-tuning bootcamps. pick the base model -> write triton kernels for 2x faster fine-tune -> quantize to 4-bit -> run GRPO/DPO -> ship a reasoning model on your single GPU. That loop is why Unsloth is the default way to fine-tune Llama, Qwen, Gemma, and Phi on hardware you already own. Unsloth + Triton kernels + 4-bit quantization + GRPO/DPO + single-GPU fine-tuning - that's the stack. Watch and save it, then fine-tune your first model tonight.
h100envy@h100envy

x.com/i/article/2068…

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Jan Schnyder
Jan Schnyder@jjschnyder·
Today we’re releasing APK Arena: a frontier benchmark for evaluating AI agents on phone-use. We ran GPT 5.6 for a side by side comparison where it outperformed other models across the board and is currently leading on APK Arena. 50+ levels: taps, vision, memory, games, real tasks. Here's how it did vs every other frontier model 🧵
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Jeff Weinstein
Jeff Weinstein@jeff_weinstein·
Looking for a few SaaS startups that: - use @stripe for subscriptions, - don't yet run [Google, Meta, etc] ads, - want to run their first ads, - and would be willing to intensely give us feedback on a dashboard for analyzing the impact of ad spend. dm or jweinstein@stripe.com
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ro@RoTalluri·
A surprising amount of development work is really cognitive science disguised as engineering.
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