Jamin Ball

6.5K posts

Jamin Ball

Jamin Ball

@jaminball

Altimeter Partner working with software businesses at the earliest stages of product market fit. Dad to 4 amazing kids. No investment advice, all views personal

San Francisco, CA Katılım Eylül 2015
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Jamin Ball
Jamin Ball@jaminball·
Next up on First Pass: A discussion on Loop Engineering No one is prompting anymore. It’s all about writing loops with goal functions and going to sleep @djfarrelly from @inngest joined us to break down Loop Engineering. What it means / what are the implications
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Jamin Ball
Jamin Ball@jaminball·
Next up on @AltimeterCap First Pass: A conversation with @matei_zaharia from @databricks on Omnigent Agents are in their infancy, and so are the ways we develop and build them. Omnigent is a meta-harness aimed at solving many of the gaps in agent development today
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Aaron Katz
Aaron Katz@ceo_clickhouse·
AI spend at @ClickHouseDB is up ~60x since Feb. It's a lot, and we do look for gains in productivity. But I also see this as a long term investment. AI is fundamentally changing what is expected from a data platform, and we can't build the best data platform for AI if we don't deeply understand it. We're investing in building a team that is truly leading in understanding and innovating with AI.
Aaron Katz tweet media
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Nick Mehta
Nick Mehta@nrmehta·
Investor @jaminball's weekly newsletter is always a must-read for me - this one is particularly good. "Owning Your Weights" through an open source model does give a company a lot of autonomy. But it comes with a price of the effort of not just running an open source model but also putting the work into pipelines and evals to keep RLing it. Inference clouds help a lot but they don't take away the need for internal expertise. Right now, there aren't enough people in the world who know how to do this to allow everyone enterprise to "own their weights." The intermediate layer of infrastructure to make this task less onerous (as Jamin points out) could change the equation. The being said, one sobering (bitter 😂) question - if the frontier actually generalizes even more and gets more efficient, will a company's internal team be able to keep up in the long run? Such a foundational question (to which no one has the answer) for the long run.
Jamin Ball@jaminball

x.com/i/article/2075…

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Ali Madani
Ali Madani@thisismadani·
The government is backing us for a moonshot to design *personalized curative* medicines. Excited to be partnering with GemmaBio and be in the elite company of the best medical centers in the world. Each word has significance. Personalized = bespoke to each patient [this is where programmable biology with AI can directly play a role] Curative = lasting solutions that cure not just manage disease. This is what we at Profluent live for, real cures to disease. Let's go build!
Ali Madani tweet media
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Elon Musk
Elon Musk@elonmusk·
I was clearly wrong about Anthropic. They are obviously currently the leader in AI. No company has released a model as good as Mythos/Fable and they will undoubtedly have Mythos 2 ready soon. And I would never cut them off in a way that hurt them badly, even as a competitor. That’s not my style. Tesla open sourced its patents and we made the Supercharger network available to all competitors, even though we could have made it a walled garden. SpaceX launches competing satellite systems with no increase in price or use of unfair terms. Even my worst enemies can attack me on this platform. …
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Jamin Ball
Jamin Ball@jaminball·
Next up on @AltimeterCap First Pass: A conversation with @arakharazian from @tryramp on the implications of AI on labor markets AI doomers will tell you AI is killing jobs. The data tells us the opposite. Companies adopting AI the most are growing headcount the fastest
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Ali Ghodsi
Ali Ghodsi@alighodsi·
At 11k employees, our AI costs are going up. Which model & harness should we use to lower cost but also retain great quality? We didn't want to blindly trust public benchmarks. So we ran a comprehensive evaluation on our tasks, code base, infra. It's been produced by more than 3,000 software engineers, spans 3 hyperscalar clouds and many languages and tasks. The results are surprising. We find that for the SAME mdoel, the choice of harness can significantly save costs (~2x). We also find that GLM 5.2 performs extremely well. We run Omnigent in front of these and can easily multiplex different harnesses and models for different tasks. Check it out: databricks.com/blog/benchmark…
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Andrew M. Dai @ ICML
Andrew M. Dai @ ICML@AndrewDai·
At @ElorianAI, we believe AI should offer the world more than the abilities of a toddler, but the best models still can’t visually reason better than a three year old. I had the pleasure of talking with @rocketalignment about this crucial gap between visual generation and visual reasoning on @theinformation TV, thanks for having me on the show last week!
The Information@theinformation

AI only has pre-schooler level capabilities for visual tasks. "The frontier models—the best of them—still reason around the age of a preschooler, and any elementary school kid in that benchmark was able to beat all the frontier models on these visual tasks." "These are tasks that are not just object recognition. It's about spatial reasoning... tasks like navigating through the maze…” — @AndrewDai, CEO of Elorian

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Jamin Ball
Jamin Ball@jaminball·
🇺🇸🇺🇸
Brad Gerstner@altcap

Dear America,   Starting today, on the 250th birthday of our country, millions of children will now benefit from a new & powerful American birthright - a privately owned investment account from birth. Every child a shareholder in the great American economy! American capitalism is the greatest prosperity-creating engine the world has ever known. It has unlocked unprecedented abundance for our country and untold life-advancing innovation. From clean food & water to cars & planes to vaccines & cures to computers & phones.  Through depressions & world wars, through panics & pandemics, betting on America has been the best investment in human history.  But far too many hardworking families feel like they are on the outside looking in - like the American Dream has become out of reach.  The Invest America Act changes all that. Signed into law by President Trump it establishes the Trump Accounts - launching today - making every child a shareholder from birth.  Every account seeded with $1000 in America's best companies - making every child a direct participant in our stock markets & American capitalism.   But it doesn’t stop there.  Representing the best of our civic traditions, an unprecedented outpouring of additional private  contributions into these accounts is already underway. Billions of dollars have been committed by philanthropists & corporations to tens of millions of children across the country. A new form of massive, direct philanthropy & corporate benefits directly to America’s kids is just getting started. From adopting all the kids of a school or organization to a city or state.  America is the most giving country in the history of the world - and Trump Accounts provide a new open source platform to enable anybody to contribute to anybody.   Trillions of dollars will compound in these accounts over the next 20 years.    But this is about more than just figures on an account statement. By investing in the next generation, our country is providing tangible opportunities to all future generations of Americans: an education, a first home, the ability to start a business, and the foundation for a lifetime of savings. Trump Accounts provide hope to those feeling hopeless - unlocking unlimited human potential. Trump Accounts do this through a massive public - private partnership that empower the individual not the state.  They double down on free market capitalist democracy by empowering the individual rather than growing dependency on government.  Aligning citizens with capitalism rather than pitting them against it.  Perhaps of equal importance, let us not lose sight of the fact that this is a movement that unites our country. Despite the many issues that divide us, this one big idea brings everyone together. From the most conservative to the most progressive leaders, we have found people of goodwill willing to step up and do the right thing to help the next generation.  Trump Accounts represent the very best of our democracy and the American promise issued two hundred and fifty years ago today. I am grateful to all those who have partnered with us to get this far and we dedicate our tireless efforts to make certain that the Invest America Act achieves its maximum potential.  Let us advance into the future with a renewed sense of confidence, optimism and restored faith in the American Dream for EVERY American.    Happy 250th Birthday, America! Brad Gerstner July 4, 2026 @TrumpAccounts @InvestAmerica24 @WhiteHouse @MichaelDell

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Everett Randle
Everett Randle@EverettRandle·
Ro adopted the Bernie/AOC banner for the same reason why none of his tweets get traction & he gets ratio’d every time: he is deeply uninteresting as a person & politician. Say what you want about Mamdani and AOC but they are compelling people & natural politicians; Ro has the charisma of a chalkboard. This forces him to grasp at whatever trendy idea/group he can draft off & leech from. Tech was an easy target for the grift when it was widely popular and a great source of fundraising, now it’s DSA populism as the flavor of the week. He fails to get the love that Bernie, AOC, Mamdani get because he isn’t one of them, just another old rich politician looking for the path of least resistance to power.
Ro Khanna@RoKhanna

I make the philosophical case for tax fairness and taxing billionaire wealth. I welcome an argument on the merits for this new social contract. Read here: open.substack.com/pub/rokhannaus…

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