Dave Friedman

69K posts

Dave Friedman

Dave Friedman

@friedmandave

AI is a new industrial revolution, bounded by thermodynamics, powered by copper, concrete, and kilowatt-hours. https://t.co/wfSaW4n514

NY, NY Katılım Haziran 2008
1.6K Takip Edilen5.5K Takipçiler
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Dave Friedman
Dave Friedman@friedmandave·
My mental model for AI --> 3 layers (apps / models / infra) Apps on top of the models --> all compete with each other and the models AI models --> converge on the same set of capabilities Infra (data centers, chips, power, etc.) --> the chokepoint where value accumulates
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Ted Merz
Ted Merz@TedMerz·
this headline is the most New York centric view of the world ever... . the city they are referring to but assume we won't know is San Francisco
Ted Merz tweet media
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Anna Gát
Anna Gát@TheAnnaGat·
What is a part of the old internet you'd bring back?
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Dave Friedman
Dave Friedman@friedmandave·
@0xljki Sure, but that’s not crypto participating in the compute market. That’s just moving risk from one thing to another.
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LI@0xljki·
@friedmandave I meant actual compute market exposure. DRW etc will hedge on crypto venues because they trade there already
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Dave Friedman
Dave Friedman@friedmandave·
I keep getting a lot of crazy inbound from crypto types about the compute markets. None of this makes any sense. Enterprises are the principal buyers and sellers of compute and enterprises are allergic to crypto.
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Dave Friedman
Dave Friedman@friedmandave·
I keep seeing people on LinkedIn who pursue various credentials, only to be disappointed that they don’t do much for them when looking for new jobs. The notion that “you can just do things” has not yet reached LinkedIn. Be agentic, people!
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Dave Friedman
Dave Friedman@friedmandave·
@stevesi Unclear to me that a moratorium on data centers in NYS would affect the finance industry that much.
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Dave Friedman
Dave Friedman@friedmandave·
They're really selling the Falklands war thing on Fox.
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Dave Friedman
Dave Friedman@friedmandave·
I can't stand coy. If you're gonna reach out to me, tell me what you want!
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Moses Kagan
Moses Kagan@moseskagan·
[Warning: Non-RE / biz post] Down >20 lbs (~10%) from my peak weight, due to Wegovy (initially 1.5mg pills, now 4mg). Have got a little weaker, but not enough to matter. Only real downside was having to tap out of a particularly delicious omakase last week. To those on the fence: Strongly recommend.
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Dave Friedman
Dave Friedman@friedmandave·
The feeling is not mutual.
Dave Friedman tweet media
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Antonia
Antonia@antonia_mdprjct·
One of my favorite hospitality-related consultants, who I have been working with for almost two decades, still calls me Antonio. I think we're way past the point where I can correct him. Legit it's been like ~18 years 🤦‍♀️
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Dave Friedman
Dave Friedman@friedmandave·
Neighbor’s kids were playing soccer in the street. I guess warming up in case Spain or France needs them this afternoon? Anyway so, one kid lost control of the ball and it headed in my direction. Did a rabona to return it to him. Kid was impressed. Still have it after all these years.
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Lulu Cheng Meservey
Lulu Cheng Meservey@lulumeservey·
Maybe Brian has someone ghost posting for him I highly recommend against this Letting someone else put words in your mouth (whether human or LLM) is a terrible idea It’s ok to have them draft and you review, but NEVER cut yourself out of the loop and hand over the keys If you’re passing off accountability for your very ideas to spare yourself a modicum of effort, what else are you phoning in?
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Lulu Cheng Meservey
Lulu Cheng Meservey@lulumeservey·
CEOs damage trust when they post unfiltered claudeslop It signals low care, absence of craftsmanship, unclear provenance of ideas As Claude says, via Brian: “The hard part was never the technology. It’s trust.” It’s harder to earn trust when your words aren’t really yours
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Dave Friedman
Dave Friedman@friedmandave·
On the one hand VCs and similar types jabber all day that startups have to be in office. On the other hand here's a successful, fully remote startup. It's almost like the world is more complicated than VC rhetoric acknowledges.
Alex Bouaziz@Bouazizalex

People always find it crazy when they learn that Deel is a 7,000+ person, fully remote company. They always ask me, “How do you guys do it? Doesn’t it feel weird never meeting your team? I could never.” Funnily enough, my answer is always the same. It’s all I’ve ever known. It feels natural to me, and I wouldn’t do it any other way. I do think it’s generational, though. At least for me, it started young. When I was 12, I joined an AoE3 clan with people I’d never met. Every day after school I’d rush home to jump on TeamSpeak, chat for hours, test crazy new strats, and compete. Somewhere along the way, they stopped feeling like strangers. Years later, League of Legends was no different. Grinding ranked, inviting a random teammate to duo after a great game, and before you knew it, you were playing together every night. Looking back, I think gaming taught an entire generation how to collaborate remotely long before Slack, Zoom etc existed. It normalized building trust, friendships, and shared goals with people you might never meet in person. I think that’s part of why remote work has always felt so natural to me. For us, collaborating and trusting through a screen was never the new thing. It was where we grew up.

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Dave Friedman
Dave Friedman@friedmandave·
@senwia Are you referring to a certain Telegram group? If so, yeah, that's the origin of some, but not all, of the inbound I'm getting.
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Keşfet

@TedMerz @TheAnnaGat @0xljki @AdviserCounsel @MrWinMarshall @stevesi @moseskagan @elonmusk