Dan Levine

Just keeps getting better and better. If you’re not using Kernel you’re missing out big time now. Kernel is frontier infrastructure. Every moment they goes by and you’re on something inferior… you’re falling behind. And if you are on it, you’re product will get better, faster, for free

A year ago, the U.S. cut budgets for screening for foodborne illnesses like Cyclospora. What could go wrong? "Some experts warn"....

we're opening two new senior roles in design and engineering at Paper details inside Vlad's article

With this year’s Michelin star announcements, and the anointment of two more three-star restaurants, it’s official: The Bay Area is the U.S. capital of fine dining. 📝: Sara Deseran sfstandard.com/2026/07/01/off…

@Bensign Yeah. But the magnitude is pretty impressive!!!

Isn't this expected at this point? The great AI capex build out visualized.

@damndanielliem Goes hard

“The future is not a choice between human dominance and rapid obsolescence in the face of AI… we are building technology that lets the born and the made walk the road together.” Damn.

learn to cook lads

@johnofa thank you for speaking up

@daniel_levine Thank you Dan.

I don’t know @johnofa personally, but one of my favorite follows

we are an infra company

infra husband: i was thinking about the water heater me: what's wrong with it infra husband: nothing. we have to keep it that way

From “The Accidental Investment Banker” author Jonathan Knee, interviewed by @andrewrsorkin in today’s @dealbook. He nailed it.

weekly reminder of who’s boss

@brandur In fairness… the “expense ratio” of Elon’s management (his comp) is exceptionally high in the upside case. He might well deserve it, but worth mentioning and theoretically an expense ratio oriented investor might well prefer to exclude his companies as a result

Management expense ratio expected @ 0.99%. Compare to VOO's (Vanguard S&P) @ 0.03%. 33x premium to unbundle two stocks. Incredible business model. Syphon money from politically-deranged coastal partisans. A bit immoral, but profitable and 100% legal. x.com/pmarca/status/…

Shoutout to @antonosika @fabianhedin for building an open platform and thinking long-term 🫡

What do we do at @thinkymachines: Personalization/sovereignty, Human Participation, Decentralization. Democratize AI and make it useful for people. All three of them reduce society's dependence on centralized AGI companies (including ours when we get important), and that is a future worth aiming for. You've seen a preview of this with Tinker, Interaction models and our research openly published on Connectionism. A **lot** more to come very very soon...

We started Thinking Machines a year and a half ago with a couple of instincts: that people should have much more ability to customize models and do research on them, and that even as AI becomes more autonomous, there's a lot more to build to make humans and AIs work well together. A lot has happened since then, especially the massive progress in agents, so we wanted to revisit those instincts in light of everything we've learned, argue about them, and write down what we actually believe now. This is where we landed after a lot of debate. I'm happy with it!

Zuck: “The pricing from some of the other labs is very extreme and has very high margins. We think that there’s a real ability to be able to offer frontier or very high-level intelligence at a much more affordable cost.” Epic pricing war breaking out among agentic models.

@HeyGarrison @VCBrags I have my pizza and my pi too :) but agreed!

@daniel_levine @VCBrags then again why not have your cake and eat it too make more money and have more fun

Best launch in SF in the last 18 months... Jules Pizza!!!! :) julespizza.co youtube.com/watch?v=SbzFz_… I usually tell people that I like all of my investments equally, but I'm lying. I like Jules the most. Don't @ me. cc @VCBrags

@hitrishala @VCBrags Agreed!

@daniel_levine @VCBrags oh hello beautiful jules website