James Taylor

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James Taylor

James Taylor

@jameswstaylor

Founder @particularaud ience

LDN | NYC | SYD Katılım Ağustos 2009
954 Takip Edilen425 Takipçiler
James Taylor
James Taylor@jameswstaylor·
@tobi Has it been compared with real life AB tests?
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tobi lutke
tobi lutke@tobi·
This is absolutely one of the craziest things that we have ever shipped. You can use rollouts to A/B test your new idea and wait some weeks for results… or just use SimGym to simulate your customer and get results right now
Mikhail Parakhin@MParakhin

Today we started rolling out SimGym — a system that creates “digital customers” that behave like real ones. They browse your site, complete tasks, and reveal optimization opportunities. You can even run A/B tests with *zero* live traffic! Spent a year developing it.

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James Taylor
James Taylor@jameswstaylor·
If LLMs are not really capable of reasoning. Question 1: what is the path to a machine neuroplastic visual cortex? Question 2: what is the missing substrate?
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James Taylor
James Taylor@jameswstaylor·
Speculating... with postulated corrections 1. 2026 Q3 (Capex digestion dip 15–20%): Buy $AVGO, $MRVL, $NVDA 2. 2028 (Energy crunch/tariff scare ∼20%): Buy photonics stack 3. 2033 (Social unrest peak ∼25%): Buy $TSLA, $SNOW, $CLDR (no—I don't expect to time the market)
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James Taylor
James Taylor@jameswstaylor·
The #AI Investment Decade Map (?) Exploring the AI boom against projected capex slowdowns, valuations, and #AGI timelines. The roadmap shows massive long-term growth driven by Photonics and Real-Time Streaming, but warns of significant near-term bubble risks...
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James Taylor retweetledi
Steven Pinker
Steven Pinker@sapinker·
An AI pioneer, Yann Lecun, says his field has been led astray by Large Language Models (since they are not based on factual models of the world, but only on massive correlations and abstractions from them). As a cognitive scientist, I'm sympathetic. wsj.com/tech/ai/yann-l… via @WSJ
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
This is BEYOND insane: AI compute demand is now growing at over 2 TIMES the rate of Moore’s Law, creating a massive shortage. Just to meet current demand, $500 billion must be invested in data centers PER YEAR until 2030. What does this mean? Let us explain. (a thread)
The Kobeissi Letter tweet media
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
This is the definition of broken: In 15 days, the Fed will cut rates for the first time in 2025, yet the 30Y Treasury Yield is now near 5.00%. We have RISING interest rates as markets "price-in" Fed interest rate CUTS. Do you realize what's happening? (a thread)
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