IVO

@alojohhardcore How much as a perfenage of the position did you add?

@alojohhardcore @yourareadoglol Is there something beyond the expected 6-7 strong quarters coming up for MU, that make it less risky than MSFT at current relative valuations?

@alojohhardcore Are you taking a short position?

@alojohhardcore I agree with the mentions of how to treat his stocks and obtaining a meta-perspective, but I don't think he meant he was literally dying. My guess is he was just exaggerating, as many people do when they use "felt like I was dying".

@alojohhardcore Do you see any short in INTC coming up? What would you need to see to decide it's a viable candidate to hedge the portfolio with?

@alojohhardcore @TeslaPLee @thebrianzheng1 You've mentioned that it's important to catch the next rally in TSLA. Will you signal when you believe it's time to buy?

@doodlestein I finally tried this, and I genuinely burst out laughing at how good its suggestion was. Thanks! 👏

When you think you're finished with your development plan for your agent, try this prompt with a few different frontier models. You might be amazed what they come up with: "What's the single smartest and most radically innovative and accretive and useful and compelling addition you could make to the plan at this point?" If you've already started development and have a fleshed out project already, replace the word "plan" with "project."

@doodlestein When creating your e2e tests / scripts, are you including testing via playwright for testing web-based code? If so, do you run in headed or headless?

And always remember to polish your beads! The process isn't done until you can run this prompt and it basically doesn't want to change anything important. After 4 rounds of polishing, it's still finding so many flaws and things to improve in its plan:

God, I love this prompt.

@johnrushx I think the "LLMs will build most UI in realtime" prediction is not going to hold. Imagine every time you browse food on DoorDash the UI changes. Even slight changes would suck. Too much extra mental energy required.

18 predictions for Business, Employment, Software, Marketing, Culture & Education. The future Business: > just a few giga companies doing 90% of everything > millions of tiny companies doing the rest > tiny or mega giga large The future of Employment: > mega large sums($1B/year) > ultra tiny sums (for humans used as tools by agents) > the average is gone The future of Software > b2b goes 90% terminal/text/chat > b2c goes 90% voice assistants > everything turns into apis so that LLMs can build UIs on-demand The future of Marketing > government-picked products (via connections & lobbies) > ai will make most purchase decisions, people will game/hijack that > identity buys: fans buy from branded founders to feel closer to them > paid placement in ai: brands pay big llms to get recommended The future of Culture > most people go completely urban/childless, some go 5+ kids & rural/offgrid The future of Education > Schools and Universities are gone > YC-like accelerators take over everything > In-person education turns into a place of networking/motivation > All actual education happens via personal AI tutors I'll stop here. Drop your prediction in the comments, and we'll come back to this thread in 3 years to see what aged like milk and what aged like wine.

@WR4NYGov LOL

Playing with Grok Imagine's new "extend video" feature. I need to improve my prompts, but this is incredible video quality for less than one hour's work on my part.

This is the most exciting time. This is the most mind-bending time. It's the time that's making my mind the most energized and burned. There are endless possibilities. I can't choose which one. I'm trying to do them all, yet I feel like I'm doing none of them. Choosing feels impossible. Pausing feels like a huge mistake. Experimenting feels right. But experiment too much, and it feels like my brain is about to fall out of my ass. I can't stop thinking about it all. The impact to society. The impact to the economy. The impact to myself and my family. Not doing is not an option. But it leads so quickly to doing too much. How can one stay disciplined during this time? If you're not going all out, it feels like you're missing out on a huge moment in time. It feels like History in the making, and if you don't take part of it, you will regret it. But I'm only Human. How is a Human supposed to keep up? Am I doing it all wrong? This is the most exciting time. The path will show itself. Or at least, I hope it does.

2024: prompt engineer 2025: vibe coder 2026: master of ai agents 2027: unemployed

Vibe coders be like 👨‍💻

Anyone doubting AI’s upside isn’t using AI properly.

@realEstateTrent My God what a boring post 🥱

I had coffee with a gentleman who's exactly where I want to be in 15 years. He had a long and very successful career in private equity. Both of his children are in their 20s and thriving, he can go to the gym any time he wants to, and he and his wife get to travel as they please. They're about to start remodeling their dream "downsize" place now that the kids have moved out of the house. I told them he reached the end game. The top of the hill. That he's exactly where almost everyone who is hustling in the business world want to get to eventually. I asked him what's missing now that he's "won." It was like asking my 60-year-old self that question. His answer: "I miss the game, badly"

AI hardware, and everything enabling it, is the grand finale. The greater AI’s maturity the more the trifecta (talent, data, compute) merge into only one: compute. Talent turns into AI talent (compute powered) Data has already turned into synthetic data (compute powered) This means in the medium term we move to a compute race (or as I would argue we are already in the middle of it). The compute race will be determined by the winner in AI hardware. AI hardware, including the hardware powering it, drives the winner. You will see. The above can be derived directly from physics. You may call it first principles. I think that’s exactly why Elon recently commented in a post which got not enough attention that hardware was the ultimate boss fight. Bookmark this post and come back to it in 3-5 years. At that point it will be abundantly clear and not a, what it may appear now, fringe view. Peace

Last quarter I rolled out Microsoft Copilot to 4,000 employees. $30 per seat per month. $1.4 million annually. I called it "digital transformation." The board loved that phrase. They approved it in eleven minutes. No one asked what it would actually do. Including me. I told everyone it would "10x productivity." That's not a real number. But it sounds like one. HR asked how we'd measure the 10x. I said we'd "leverage analytics dashboards." They stopped asking. Three months later I checked the usage reports. 47 people had opened it. 12 had used it more than once. One of them was me. I used it to summarize an email I could have read in 30 seconds. It took 45 seconds. Plus the time it took to fix the hallucinations. But I called it a "pilot success." Success means the pilot didn't visibly fail. The CFO asked about ROI. I showed him a graph. The graph went up and to the right. It measured "AI enablement." I made that metric up. He nodded approvingly. We're "AI-enabled" now. I don't know what that means. But it's in our investor deck. A senior developer asked why we didn't use Claude or ChatGPT. I said we needed "enterprise-grade security." He asked what that meant. I said "compliance." He asked which compliance. I said "all of them." He looked skeptical. I scheduled him for a "career development conversation." He stopped asking questions. Microsoft sent a case study team. They wanted to feature us as a success story. I told them we "saved 40,000 hours." I calculated that number by multiplying employees by a number I made up. They didn't verify it. They never do. Now we're on Microsoft's website. "Global enterprise achieves 40,000 hours of productivity gains with Copilot." The CEO shared it on LinkedIn. He got 3,000 likes. He's never used Copilot. None of the executives have. We have an exemption. "Strategic focus requires minimal digital distraction." I wrote that policy. The licenses renew next month. I'm requesting an expansion. 5,000 more seats. We haven't used the first 4,000. But this time we'll "drive adoption." Adoption means mandatory training. Training means a 45-minute webinar no one watches. But completion will be tracked. Completion is a metric. Metrics go in dashboards. Dashboards go in board presentations. Board presentations get me promoted. I'll be SVP by Q3. I still don't know what Copilot does. But I know what it's for. It's for showing we're "investing in AI." Investment means spending. Spending means commitment. Commitment means we're serious about the future. The future is whatever I say it is. As long as the graph goes up and to the right.