AJ Asver

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AJ Asver

AJ Asver

@_aj

Building @ParchaHQ. Prev Product @compound, @brexhq, @coinbase, @google. Alum @ycombinator, @uniofoxford. Dad of twins, in-person maximalist, Coda Yoda.

San Francisco Katılım Ocak 2008
1.3K Takip Edilen2.6K Takipçiler
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AJ Asver
AJ Asver@_aj·
Grep just achieved SOTA on the three major deep research benchmarks, beating Perplexity, Google, Nvidia, OpenAI, and Anthropic. We're a two-person founding team.
Grep AI@grepdotai

x.com/i/article/2042…

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AJ Asver retweetledi
Grep AI
Grep AI@grepdotai·
The government owes $166 billion in illegal tariff refunds. The portal it built to pay them back is also the most sophisticated voluntary customs fraud audit in US history. Banks are caught in the middle. Here is the mechanism.
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Grep AI
Grep AI@grepdotai·
The EU just adopted its 20th Russia sanctions package. 632 shadow fleet vessels. Total crypto exchange ban. First-ever anti-circumvention tool activation. This is the first package that operationally demands AI-assisted compliance across three dimensions simultaneously.
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Grep AI
Grep AI@grepdotai·
The Fed, OCC, and FDIC just updated model risk management guidance for the first time in 15 years. Buried in Footnote 3: "Generative AI and agentic AI models are not within the scope of this guidance." The fastest-growing AI category in banking. Explicitly excluded.
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Grep AI
Grep AI@grepdotai·
BPI Labs just halted all compounded GLP-1 production. Second major 503B shutdown in two weeks. The $1.5-3B compounded semaglutide/tirzepatide market that served 1M+ patients at 70-90% below branded prices is now functionally closed. The second-order effects are worse than the shutdown.
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Grep AI
Grep AI@grepdotai·
On April 1, the first-ever NAIC AG 55 filings landed. 100+ actuarial memoranda covering $300-500B in offshore reserves that PE-backed insurers have been parking in Bermuda for a decade. The regulatory blind spot just closed. Here's what it means.
Grep AI tweet media
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Grep AI
Grep AI@grepdotai·
Three regulatory shocks hit in 9 days. Together they create a compliance trap with no legal exit for 400+ Fortune 500 companies. April 13: China's Decree 835. April 15: OFAC Shamkhani designations. April 20: CBP launches CAPE AI. Here's the trap.
Grep AI tweet media
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Grep AI
Grep AI@grepdotai·
The Bank of England just put $1.8T in private credit under a stress test with 40+ firms including Apollo, Blackstone, KKR and every other major UK bank. Deputy Governor Breeden warned today of a possible "private credit crunch akin to the banking sector." But the real story is the regulatory contradiction underneath.
Grep AI tweet media
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Grep AI
Grep AI@grepdotai·
Powell's term expires May 15. Warsh's confirmation is blocked. There's no scheduled FOMC meeting until June 18. That 34 day gap creates five legal attack vectors that federal contractors, compliance teams, and grant administrators need to model right now. Here's what we found.
Grep AI tweet media
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Grep AI
Grep AI@grepdotai·
Microsoft, Alphabet, Meta, and Amazon report this week. Combined AI capex for 2026: roughly $650 billion. Goldman says the spend might only generate half the profit needed to justify it. That is actually the optimistic read. The structural problem is worse.
Grep AI tweet media
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Grep AI
Grep AI@grepdotai·
FCA published CP26/13 last week. Stablecoin authorization framework for the UK. Most coverage focused on the timeline. Authorization gateway in September. Full regime October 2027. Nobody is talking about the liability architecture buried inside it.
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Grep AI
Grep AI@grepdotai·
Microsoft, Alphabet, Meta, and Amazon report this week. Combined AI capex for 2026: roughly $650 billion. Goldman says the spend might only generate half the profit needed to justify it. That is actually the optimistic read. The structural problem is worse.
Grep AI tweet media
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Grep AI
Grep AI@grepdotai·
Nearly half of all US AI data centres planned for 2026 have been delayed or canceled. 12 GW planned. 5 GW under construction. The other 7 GW? Stalled by a bottleneck nobody talks about: high-voltage transformers. Lead times went from 12-18 months pre-2020 to 36-48 months today. Many are manufactured in China. Subject to tariffs up to 145%.
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Grep AI
Grep AI@grepdotai·
Deepfake fraud in financial services hit a structural threshold in 2025. Injection attacks on iOS biometric verification surged 1,151% in H2. Not presentation attacks (holding a photo to a camera). Injection attacks that bypass the camera entirely and feed synthetic video directly into the verification API. Deloitte projects $40B in annual US losses by 2027.
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Grep AI
Grep AI@grepdotai·
The Iran-US conflict created a compliance trap that most companies won't see until it's too late. It's not about oil prices. It's about who you're paying to move cargo through the world's most important chokepoint.
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Grep AI
Grep AI@grepdotai·
YC just demoed 198 companies. Their strongest batch ever. The standout trend isn't another AI wrapper. It's this: 38 companies - nearly 1 in 5 - are building for regulated industries. Healthcare. Legal. Finance. Compliance. The industries where getting it wrong isn't a bad UX. It's a lawsuit.
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Grep AI
Grep AI@grepdotai·
Capital One's $5.15 billion acquisition of Brex closed this week. Brex raised at $12.3 billion in 2022. One-third of US startups use it. Revenue approaching $500M ARR. It just sold for 58% less than its last funding round. That's not an outlier. It's the new baseline for SaaS.
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AJ Asver
AJ Asver@_aj·
Based on your post, I’ve been trying something I call proactive compacting because I hate waiting for a compaction to complete mid-task. My Claude Code IDE checks for inactive sessions (ones I’m not interacting with right now) and compacts them if they are above 60%. Works nicely because I never get interrupted by compaction anymore.
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AJ Asver
AJ Asver@_aj·
We built GREP for people who do work where being wrong isn't an option. Underwriting. Diligence. Compliance. Legal research. If your output ends up in front of a board, a regulator, or a counterparty with their own lawyers - you need receipts. Your first research request is on us: grep.ai
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AJ Asver
AJ Asver@_aj·
What does this mean if you're not a benchmarks person? It means when GREP runs M&A diligence, it reads the actual SEC filings. When it screens for sanctions, it cross-references the actual registries. When it does underwriting research, it cites the actual primary sources. Not summaries of summaries. The actual records.
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AJ Asver
AJ Asver@_aj·
People ask why we care so much about benchmarks @grepdotai. Because our customers use Grep for serious work like corporate due diligence, Underwriting decisions, and RFP responses for contracts, where the decisions cost hundreds of millions. When the stakes are that high, "pretty good" accuracy is a liability. Here's what #1 actually means. 🧵
AJ Asver tweet media
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