Bill Z

149 posts

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Bill Z

Bill Z

@billzandi

•Investing , HealthTech, ConTech • Co-founded @helmbim, @roboticimaging • Current technical-lead of @intellicentAnalytics • Operator notes • DM open

Philadelphia, PA Katılım Haziran 2018
1.1K Takip Edilen195 Takipçiler
Bill Z
Bill Z@billzandi·
@EHuanglu oh wow - any idea as to which? if you can bridge the two then you have something really disruptive
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el.cine
el.cine@EHuanglu·
@billzandi I think there are a few websites can alr do it but not 3D
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Bill Z
Bill Z@billzandi·
@AlexFinn @karpathy @korbencopy Do you think its worth waiting for the M5 mac studio? I have a mac mini already; just wondering if I should invest in the M4 mac studio or not
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Alex Finn
Alex Finn@AlexFinn·
@karpathy @korbencopy Precisely why I got 3 M3 Ultra Mac Studios with 512gb RAM each Andrej. OpenClaw + local models is the future. Your own super intelligence on your desk doing work for you 24/7 It's now possible.
Alex Finn tweet media
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korben
korben@korbencopy·
we haven’t heard from @karpathy since this post. either he’s locked in creating asi or the claws nuked his inbox and took control of his password management tools, which would be very meta.
Andrej Karpathy@karpathy

Bought a new Mac mini to properly tinker with claws over the weekend. The apple store person told me they are selling like hotcakes and everyone is confused :) I'm definitely a bit sus'd to run OpenClaw specifically - giving my private data/keys to 400K lines of vibe coded monster that is being actively attacked at scale is not very appealing at all. Already seeing reports of exposed instances, RCE vulnerabilities, supply chain poisoning, malicious or compromised skills in the registry, it feels like a complete wild west and a security nightmare. But I do love the concept and I think that just like LLM agents were a new layer on top of LLMs, Claws are now a new layer on top of LLM agents, taking the orchestration, scheduling, context, tool calls and a kind of persistence to a next level. Looking around, and given that the high level idea is clear, there are a lot of smaller Claws starting to pop out. For example, on a quick skim NanoClaw looks really interesting in that the core engine is ~4000 lines of code (fits into both my head and that of AI agents, so it feels manageable, auditable, flexible, etc.) and runs everything in containers by default. I also love their approach to configurability - it's not done via config files it's done via skills! For example, /add-telegram instructs your AI agent how to modify the actual code to integrate Telegram. I haven't come across this yet and it slightly blew my mind earlier today as a new, AI-enabled approach to preventing config mess and if-then-else monsters. Basically - the implied new meta is to write the most maximally forkable repo and then have skills that fork it into any desired more exotic configuration. Very cool. Anyway there are many others - e.g. nanobot, zeroclaw, ironclaw, picoclaw (lol @ prefixes). There are also cloud-hosted alternatives but tbh I don't love these because it feels much harder to tinker with. In particular, local setup allows easy connection to home automation gadgets on the local network. And I don't know, there is something aesthetically pleasing about there being a physical device 'possessed' by a little ghost of a personal digital house elf. Not 100% sure what my setup ends up looking like just yet but Claws are an awesome, exciting new layer of the AI stack.

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Bill Z
Bill Z@billzandi·
@itslirrato @60Minutes @Domahhhh Is he using a vpn to execute these trades? Looks like Polymarket is still not accessible in the U.S. for trades?
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Lirratø
Lirratø@itslirrato·
+$2,454,886 profit on Polymarket So much edge that @60Minutes had to cover it Ex-poker pro @Domahhhh turned trading into an art form, wagering over $400M by treating markets as "information investing" rather than gambling His profile: @ImJustKen?via=lirrato" target="_blank" rel="nofollow noopener">polymarket.com/@ImJustKen?via… His profit secret: - Sniped JD Vance at 2% odds because "Trump likes 1-syllable names for bumper stickers." (Pence -> Vance) - Hit a 250:1 outlier on the Pope by scraping Vatican interviews others ignored - He bets months early when "even Trump hasn't decided yet", buying cheap variance before the crowd Honestly, it’s a masterclass. He turned a $4k bet into $250k just by understanding branding better than political pundits
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Marc Porter Magee 🎓
Marc Porter Magee 🎓@marcportermagee·
Bloomberg has a cool tool for exploring the ROI of different colleges. University of Georgia ends up looking like a good deal. A lot of private colleges don’t.
Marc Porter Magee 🎓 tweet media
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amit
amit@amitisinvesting·
$AMZN JASSY: - WE HAVEN'T SEEN THIS TYPE OF AWS GROWTH SINCE 2022 - AWS ACCELERATES TO 20.2% AHEAD OF 18% ESTIMATES LFG !!!! +9%
amit tweet media
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Bill Z
Bill Z@billzandi·
@kevinxu Love the interface - excited to try out the new app
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Bill Z
Bill Z@billzandi·
@NoahEpstein_ Can you share the link where you read this? Share more details?
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Nozz
Nozz@NoahEpstein_·
Just read about a 21-year-old automate his dad's $8M construction company in 11 days using n8n. His dad spent $340K on a "custom software solution" that took 18 months. The kid built it for free with drag-and-drop nodes. Here's what broke my brain: The $340K solution: - 18 months of development - Required 2 full-time engineers to maintain - Crashed every other week - Needed $40K/year in licenses - Still couldn't handle their peak season The n8n solution: - 11 days to build - Zero maintenance cost - Runs 24/7 without crashes - $0 in licenses - Scales infinitely The functions are IDENTICAL. Project management, inventory tracking, automated invoicing, supplier coordination, client communication - all of it. The construction industry is still paying McKinsey $500K for "digital transformation" strategies. Meanwhile, a 21-year-old with YouTube tutorials is eating their lunch. The intelligence gap in business isn't coding anymore. It's knowing when NOT to hire the $500/hour consultant. Everyone's Googling "how to learn n8n." Nobody's Googling "does my business actually need custom software?" That's the $340K question. While you're learning advanced JavaScript, your competitor's nephew is dragging nodes around and stealing your clients. If you missing these opportunities in most brick and mortar firms you looking in the wrong place.
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Bill Z
Bill Z@billzandi·
@JonhernandezIA This is somehow worse than insta, tiktok, youtube reels? Seems like it will be a mixture like everything else - good and bad
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Jon Hernandez
Jon Hernandez@JonhernandezIA·
I'm sorry but sora is going to be NEGATIVE for society. I feel every gpu used for this is a waste, there is too much good to be done with Ai to spend it on AIslop. Yes, openAI needs this. Yes, they have good intentions ( even said they will turn it off if it becomes trash) But.. It's still going to lobotomize half of society. It's extremely addictive, it's fun, it's engaging... As much as I wanted to hate this badly, it is fun. Do we need fun? No, we need better education, more productivity, and better health care and while you at it, we need to think how we handle the amount of unemployment that comes with this. I'm sorry @sama, intentions may be good but you still created something that won't be good for society I hope I'm wrong and in 6 months I feel I'm better with it than without it, but I highly doubt so...
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Bill Z
Bill Z@billzandi·
@ns123abc Is that strictly a bay area phenomenon?
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NIK@ns123abc·
some people are delusional to the point of dropping everything they're doing in the hopes of an AI god coming to save them from the future lmao
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Joseph Carlson
Joseph Carlson@joecarlsonshow·
I'm considering a buy strategy for stocks I've "missed" but want to own: Spotify and Uber. A slow-drip DCA. Buy a thousand dollars a week for a year. This would eliminate volatility while building up the positions into sizable holdings over time. Thoughts?
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Bill Z
Bill Z@billzandi·
@WillManidis They need to make money in the meantime, no? In case, you know - they are off by a few years
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Will Manidis
Will Manidis@WillManidis·
if you genuinely believed you were 2-4 years away from AGI, is Sora slop really the thing you'd release?
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Bill Z
Bill Z@billzandi·
So these world models seem to be the key breakthrough or trend towards generative design.
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Bill Z
Bill Z@billzandi·
@gfodor Won't the real breakthrough be when you can create long form videos with these tools? Staying within this 1-2 min window seems to just increase the likely hellscape scenario.
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gfodor.id
gfodor.id@gfodor·
an hour of Sora already re-wired my brain. my main q is if the thing turns into a dystopian hellscape or a rich new medium in 6 months. it could go either way. one thing is for sure: half of the laughs come from the AI's creativity, not the creativity of the humans.
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Bill Z
Bill Z@billzandi·
@inductionheads What is the breakthrough needed to allow models to design buildings in real places that are actually constructible?
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