johnny g
85 posts
johnny g
@johnnyspeedrun
accelerating superintelligence @usejigsaw, backed by @a16z speedrun
Katılım Ağustos 2025
334 Takip Edilen532 Takipçiler
AI as a Service (consulting) is a wide open opportunity.
The largest service industry in a few decades that no one is really talking about as much as they should be.
Polymarket Money@PolymarketMoney
Anthropic’s enterprise AI services JV with Blackstone and H&F made its first acquisition buying Fractional AI. The bigger story is that AI labs are building services arms around their models with Anthropic gaining a Claude deployment channel while OpenAI loses a partner.
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The future is coming. Options on everything. Trade every outcome. Kairos
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Rule-based bots are not dead. Static bots are.
AI is a massive unlock for research, strategy design, stress testing, market monitoring, and adapting playbooks.
However, if your “agentic trading bot” is Claude making every execution decision in real time, you are probably going to get run over by deterministic logic with tighter risk controls and faster execution.
Fast trading still needs rules: limits, sizing, cancels, kill switches, and execution logic that behaves exactly quick & as expected.
AI should improve the system around the bot, not sit inside every order decision.
This is very much what we enable in Kairos, to sit on the edge while enabling an incredibly strong experience.
Antoine Rousseaux@AntoineRSX
Rule based bots are dead If your bot doesnt reason, adapt and execute on-chain by itself you're cooked Welcome to agentic finance
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johnny g retweetledi
the algorithm does not specify how to write; it scores predicted behaviors after retrieval and applies OON multipliers and diversity.
it's actively trying to balance what you asked for, interesting new stuff, and variety, in a way that matches messy human behavior
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tldr on how a tweet blows up (according to the latest X algo)
first you must be retrieved, then you must do well on multi-action ranking, then OON multipliers mean you start behind followed accounts, and author diversity stops one account from crowding everything out.
more 🔽
Elon Musk@elonmusk
The latest 𝕏 algorithm has been published to GitHub github.com/xai-org/x-algo…
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FDE meta is about to be insane
First Squawk@FirstSquawk
GOOGLE TO RECRUIT HUNDREDS OF ENGINEERS TO ASSIST CLIENTS IN EMBRACING ITS AI – THE INFORMATION
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seems like everyone has concluded deployment is the moat
once models are deeply embedded into enterprise workflows, deployment itself becomes the source of proprietary training data and behavioral optimization.
RL/post-training gets cheaper and more effective because the system is continuously learning from real interactions, edge cases, and human feedback.
OpenAI@OpenAI
We’ve also agreed to acquire Tomoro, which will bring 150 experienced Forward Deployed Engineers and Deployment Specialists to the OpenAI Deployment Company from day one.
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the future of enterprise AI is not one big LLM
it’s a portfolio of small, workflow‑native agents, post‑trained with RL envs
this will matter more as model spend rivals headcount across an increasing amount of teams
Ramp Labs@RampLabs
We partnered with @PrimeIntellect to build Fast Ask, a small RL-trained subagent that helps our Sheets agent find answers in spreadsheets. It scores +4% over Opus on exact match accuracy at Haiku latency.
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if you are considering applying to @speedrun i'd love to see where i can help, dms open
andrew chen@andrewchen
ok - dropping big dates/news for a16z speedrun: - starting TODAY, founders can apply for the 2026 program that runs July 27 to Oct 11 in SF here's the link: speedrun007.a16z.com/ac - we will be investing up to $1M and funding 70+ companies over the next few weeks - But there's also $5M in credits/tokens/etc from AWS/GCP/Open AI/Azure/NVIDIA/Deel/Stripe/etc. You'll also work with our amazing operating team (GTM, talent, brand, people, and more), and join our community of elite founders - we offer a Global Founders Program for international founders, to help with visas, banking support, relo recommendations - yes you can be solo (but better if you're further along, and have built a team). No you don't have to have an idea yet. Yes you have to know how to build (even if you're not technical) - Also, in other news: speedun is officially moving full-time to SF. (prev it alternated SF/LA) this is for all the obv reasons - we've continued to have an insane lineup of speakers, including the founders of Carta / DoorDash / Twilio / Figma / Zynga / Airtable / Twitch / and of course, lunch/dinners with Marc/Ben alongside a16z team - and much more - the deadline for applying is May 17!
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I loved the idea for our Super Bowl ad as soon as the team showed it to me. It's unique, just like our QR code ad in 2022.
Most people half watch commercials (buzzed, in a loud room, with lots of people). It takes something unique to break through.
Turning 100M+ screens into karaoke, so the whole U.S. (and many around the world) can sing in unison, is an antidote to polarization and just plain fun. Everybody deserves economic freedom.
Coinbase 🛡️@coinbase
Singing > watching. So we got millions of people watching the Big Game to sing along with us. Oh, and we put it on the world's largest LED screen @SphereVegas.
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