When I started my career, nobody cared about semis. The sector didn't grow, Moore's law was dead, and everybody just wanted to talk about SaaS stocks How the times change
Corry Wang
1.4K posts
Corry Wang
@corry_wang
Compute @ Anthropic | Formerly AI strategy @ Google and tech equity research @ Bernstein Research
Chicago, IL Katılım Nisan 2009
267 Takip Edilen34K Takipçiler
I wonder how many years in a row I’ll be able to just keep reposting this
Corry Wang@corry_wang
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I had never expected the pivotal moment would be getting everyone to agree that yeah mass domestic surveillance and fully autonomous killer drones would be, like, a bad idea
These will not be the hardest AI deployment questions that society will face in the next 3 years!
Anthropic@AnthropicAI
A statement on the comments from Secretary of War Pete Hegseth. anthropic.com/news/statement…
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All I have to say about SaaS stocks right now is that I’m heartened to see everyone else in the market has started extrapolating straight lines on charts as well
Corry Wang@corry_wang
1/ If you really believe LLMs will dramatically compress the cost of software development in 3-5 years, doesn't this obviate the reason for independent software vendors to exist? This doesn't seem obviously crazy to me - it'd just be a return to the days of mainframes
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1/ If I had a nickel for every time Mark Zuckerberg blew a few billion dollars trying to hire a team of star researchers to build a second place frontier AI research lab, I’d have two nickels. Which isn’t a lot, but it’s weird that it happened twice

Financial Times@FT
Breaking news: Meta’s chief artificial intelligence scientist Yann LeCun, a Turing Award winner who is considered one of the pioneers of modern AI, has told associates he will leave the Silicon Valley group in the coming months. on.ft.com/499Co6p
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1/ Last week I read Genius Makers on a rec from @modestproposal1 - this was Cade Metz's 2021 book on the history of ML
It was really fascinating, but in the same way you'd be fascinated reading a history of Newtonian physics published 3 months before Einstein invented relativity

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