Simon Khalaf

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Simon Khalaf

Simon Khalaf

@Simonkhalaf

Software As A Workforce. Tweets are my own, unless otherwise stated & re-tweets are just a noteworthy share. Doing Shifts at WorkWhile- 5 Star Ratings

Katılım Mart 2010
844 Takip Edilen6K Takipçiler
Simon Khalaf
Simon Khalaf@Simonkhalaf·
This is email daily volume growth cut by A2P and P2P. The same will happen to code. Machines will write 97% of the code very soon, but human written code will also explode
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Christian Catalini
Christian Catalini@ccatalini·
@illscience exactly. the low-cost entry points also have the key side-effect of neutralizing the cost-based incentives for routing / multi-homing
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Anish Acharya
Anish Acharya@illscience·
The bull case and rational strategy for labs is a full suite of models across the Pareto frontier plus high switching costs via harness / memory / traditional enterprise integrations. Expect to see more of this, along with specialized enterprise products purpose-built for emerging model capabilities.
Sam Altman@sama

major price cuts today: *80% drop for GPT-5.6 Luna, now $0.20 per million input tokens and $1.20 per million output *20% drop for GPT-5.6 Terra, to $2/$12 *GPT-5.6 Sol gets Fast mode in the API, up to 2.5x the speed for 2x the price, same intelligence

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Simon Khalaf
Simon Khalaf@Simonkhalaf·
AWS revenue and growth rates: the 3Cs effect- Cloud, Covid and Claude.
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Simon Khalaf
Simon Khalaf@Simonkhalaf·
The funky K- Curve
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davidcowan
davidcowan@davidcowan·
Nine of my first 10 IPOs as a venture investor each raised between $75m and $125m from the public market at a market cap of $250m to 400m. Now we call that a Series A.
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Marion Lepert
Marion Lepert@marionlepert·
Catching skin cancer early is a home robotics problem. Melanoma is highly treatable when detected early, yet today’s screening process depends heavily on patients noticing tiny changes across their entire skin surface. This requires patients to solve a near-impossible visual-memory and registration problem. I built OpenDerm, an open-source 4-DOF robot that captures high-resolution images of the skin and uses them to reconstruct and track the skin surface in 3D over time. The best way to make skin screening truly routine is to bring it into the home. OpenDerm shows that inexpensive robotic skin imaging is possible, but the path to scale is not a dedicated screening robot in every household—it is to make skin screening one of the many useful things a general-purpose home robot can do. Read more about why I built OpenDerm and how it works here: Blog: marionlepert.github.io/blog/openderm-… Project: openderm.github.io
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Josh Elman
Josh Elman@joshelman·
@Simonkhalaf It would have helped if Global Crossing had the best ads business though
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Simon Khalaf
Simon Khalaf@Simonkhalaf·
On 2001 earnings calls, Global Crossing leadership assured investors that Internet traffic was expanding so fast that buying, and reselling connectivity and fiber capacity was a guaranteed growth engine. They claimed that the market was large enough that they could repeatedly buy and swap network capacity and sell connectivity to end users and other carriers at prices higher than their cost basis. A year later, they filed for bankruptcy. @joshelman can you tell them?
tae kim@firstadopter

Meta CEO Mark Zuckerberg: "We're getting a lot of offers for compute at a significant premium over what we paid for it"

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EJ Campbell
EJ Campbell@ejc3·
@Simonkhalaf There's only so much bandwidth a house needs (2 or 3 4k streams?). No end in site for tokens. Unless inference moves local, its good be in the inference as a service business.
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Simon Khalaf
Simon Khalaf@Simonkhalaf·
When asked during a 2001 interview about the emerging fiber/bandwidth glut and crashing bandwidth prices across the industry, the CEO of Exodus argued that falling prices actually helped Exodus's bottom line rather than hurting it: "Each time that we go to acquire more bandwidth, we're finding that this year's prices are less than last year's prices—and that they're very competitive with one another." a year later, they filed for bankrupcy
Simon Khalaf@Simonkhalaf

On 2001 earnings calls, Global Crossing leadership assured investors that Internet traffic was expanding so fast that buying, and reselling connectivity and fiber capacity was a guaranteed growth engine. They claimed that the market was large enough that they could repeatedly buy and swap network capacity and sell connectivity to end users and other carriers at prices higher than their cost basis. A year later, they filed for bankruptcy. @joshelman can you tell them?

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Simon Khalaf
Simon Khalaf@Simonkhalaf·
Just Finished the Meta call. Crash is happening faster than I even anticipated. Sell Baby Sell and see you in 2028.
Simon Khalaf@Simonkhalaf

On 2001 earnings calls, Global Crossing leadership assured investors that Internet traffic was expanding so fast that buying, and reselling connectivity and fiber capacity was a guaranteed growth engine. They claimed that the market was large enough that they could repeatedly buy and swap network capacity and sell connectivity to end users and other carriers at prices higher than their cost basis. A year later, they filed for bankruptcy. @joshelman can you tell them?

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Matt Jones
Matt Jones@mttjon·
@Simonkhalaf I sold my Quest 3 last week... Honestly it's so strange how the UX has got progressively worse in the past years
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Keşfet

@ccatalini @illscience @amir @davidcowan @marionlepert @joshelman @elonmusk @BarackObama