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James Cham
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James Cham
@jamescham
@bloombergbeta; of the San Gabriel Valley; investing in 2050; working to improve the second derivative; looking for troublesome ringleaders!
Palo Alto, CA Katılım Ekim 2007
5.8K Takip Edilen17.6K Takipçiler

@joshelman @heeney_luke Roy goes to New York City more often than he goes south of SFO!
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@heeney_luke People in SF often think LA and NYC are closer and easier to visit than Palo Alto
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to paywall or not paywall. that is the question . . . . . it's a 5,000-word story
Ashlee Vance@ashleevance
Tomorrow we run a giant story on this guy. And you will want to read it.
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Some of my favorite people quote Douglas Adams so often it is my first guess that an unusual turn of phrase or observation is actually an Adams reference.
Ethan Mollick@emollick
Of course Pynchon would call this correctly 40 years ago: “It will be amazing and unpredictable, and even the biggest of brass, let us devoutly hope, are going to be caught flat-footed.“ He and Douglas Adams are some of the best prophets of the weirdness of the LLM world.
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James Cham retweetledi

Shout out to @replit engineers and support team keeping everything together as users run armies of agents building everything they ever dreamed of 😅
Shaun Willis@ShaunWMusic
@replit building in replit right now feels like this
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🚨 New Experiment: Everyone thinks AI firms will look like little companies. A manager model decomposes the task and worker models do subtasks. The manager red-teams, revises, and recombines. A seemingly simple org chart.
But when I ran the experiment, the current in-vogue org setup, manager-subagent, cost 4x more and performed worse than letting a rather simple market do the trick.
I tested 3 ways to organize multiple AI models:
1. Solo: Onefrontier model does everything itself
2. Hub-Spoke: A "manager" model splits tasks, delegates, red-teams, revises
3. Market: Models bid on tasks, winner gets the job, reputation updates
I also tested were 3 types of tasks - Coding, Reasoning and Synthesis.
- Coding required most "global state" management, which the solo model did best at. In future @a1zhang's RLM will probably do even better here
- Reasoning is the hardest to cleanly decompose, and the market worked the best here
- Synthesis too, the market beat hub-spoke as the framing could be ambiguous
The reason is, a hub isn't a "manager" as we know it. It's a model that must somehow know:
- What the subtasks are
- What good recomposition looks like
And if either fails, as it does for complex or not-easily-decomposable tasks, competent workers still produce garbage.
As we move from coding to letting multi-agent systems do work across the entire economy we'll end up with more not-easily-verifiable tasks with ambiguous settings and uncertain payoffs. In those, we won't be able to use the factory approach to get work done.
The Coasean argument is that firms will get smaller, and the smaller firms will transact more, since the organisational premium reduces with AI. But how? Through central hubs, or markets? The fact is, Coase here needs Hayek. Setting up markets is not trivial, as @AndreyFradkin and I looked in our recent paper.
Essay: strangeloopcanon.com/p/why-smart-pl…
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Metacognitive intelligence in human-AI teams youtu.be/04hgEIJ-uvc?si… by Aaron Benjamin

YouTube
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Theory of constraints and The Goal by Goldratt en.wikipedia.org/wiki/The_Goal_…
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Tom Malone on collective intelligence in Superminds en.wikipedia.org/wiki/Thomas_W.…
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Toyota Production System as the right approach towards automation (and organizational effectiveness in general), best explained by Spear and Bowen in this 1999 piece static1.squarespace.com/static/5356f7d…
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At @PWVentures, we've been quietly building AgentCribs, a private community of founders and hackers building custom agentic coding/business/marketing/etc setups and sharing wins and losses.
Now, we're opening up the community a bit with our first event on May 6 in San Francisco! I'll be sitting down for a fireside chat with Peter Levine (legendary @a16z investor who sat on our board at @GitHub for many years) to discuss the bleeding edge of AI ideas and realtime insights on where the market is headed.
The evening will also include an update from the core AgentCribs team, demos and discussion from people building with agents, and an invitation to participate in ongoing collaboration.
If you've been hacking on your own real-world agentic workflows, built your own harness, 10x-d Claude, or just want to know what the future looks like, you belong!

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Thank you @semil, @aashaysanghvi_, and @DivyaDhulipala for a wonderful day at LP-GP Alignment Summit. Beautiful location, greater roster of speakers, and the guest list. 🙌🏽


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