Kanyi Maqubela

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Kanyi Maqubela

Kanyi Maqubela

@km

lover, not-fighter. building and funding startups: @kindredventures, @heartbeat

on my 📲 too much Katılım Ekim 2008
757 Takip Edilen40K Takipçiler
Kanyi Maqubela
your gut is often wrong about good things, never about bad things.
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honestly don't think there is any other positive supply shock that would be sufficiently deflationary. so, seriously. need compute.
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🦌flation looming. Need compute.
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machines can now buy things from other machines with their own wallets, now including cards. agentic commerce is real, and coming. thanks @Visa for partnering with @basistheory for this!
Jack Forestell@jackforestell

Enter @Visa’s new card spec for Machine Payments Protocol (MPP)—an open standard from @tempo and @stripe—bringing card‑based payments into autonomous, machine‑to‑machine flows. Combined with enablers like @BasisTheory and @getVGS, developers can securely tokenize and orchestrate credentials while transacting on global card rails. Open by design. No single rail. Global reach.

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Kanyi Maqubela
not slop.
Henrik Andersson@phenrikand

Marc Andreessen's single-word reply **"Well."** is a classic terse, dry, understated pushback — the kind he often deploys when he thinks someone is technically correct on narrow grounds but missing (or downplaying) the bigger, more interesting point. In context: The quoted post from the biomedical engineer is the standard, credentialed, insider take on personalized mRNA cancer therapies: - Making one custom mRNA construct for a specific tumor → trivial / easy in a lab (especially post-Moderna/Pfizer era) - Curing mice → routine in academic labs - The real barriers → large-scale GMP manufacturing + phased human RCTs proving both **safety** and **efficacy** at population level That's all factually accurate and not really disputable. But Marc's "Well." basically says: "Yeah... but come on." He's implying the engineer's framing is **technically right yet misses the forest for the trees** — the genuinely wild part isn't the mouse cures or even making one custom shot; it's that **a non-biologist civilian**, armed with ChatGPT + AlphaFold + publicly available tools + $3k + some university help, pulled off the whole personalized tumor-sequencing → neoantigen prediction → custom mRNA design → production → administration pipeline on his own dog, and saw meaningful tumor shrinkage. In other words: - The old worldview (which the quoted post represents) treats this as "cute garage tinkering that doesn't move the needle because it isn't Phase III data." - Marc's worldview (which aligns with his long-standing accelerationist / techno-optimist stance) treats it as early proof-of-concept that **the bottleneck is rapidly moving** from "can smart PhDs in a fancy lab do this?" → "can a determined civilian + frontier AI models do this?" → (next) "can this become routine, semi-automated, and dramatically cheaper/faster?" So the "Well." carries a subtext something like: - "Sure, you've correctly identified where 2020s regulatory/science friction still lives." - "But you're dramatically under-weighting how insane it is that the frontier just moved this far out of the ivory tower / big pharma monopoly in ~2025–2026." - "And you're acting like that doesn't matter — when it potentially matters enormously for the future trajectory." It's a very Marc way of saying "this objection is both predictable and increasingly beside the point" without writing a whole paragraph explaining why he finds the excitement justified rather than "overhyped." Many of the direct replies under his post picked up exactly that vibe — some calling it an epic mic-drop period, others reading it as quiet contempt for the "but muh RCTs" reflex.

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Kanyi Maqubela retweetledi
steve jang
steve jang@stevejang·
very stoked for team @perplexity_ai on this launch! perplexity’s pc is a personal agent system on a mac mini that’s: 💫 stateful 💫 secure 💫 edge/cloud 💫 always-on 💫 multi-model ofc, with the same high quality llm-grounded search which they pioneered!
Perplexity@perplexity_ai

Announcing Personal Computer. Personal Computer is an always on, local merge with Perplexity Computer that works for you 24/7. It's personal, secure, and works across your files, apps, and sessions through a continuously running Mac mini.

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Yishan
Yishan@yishan·
Adopting AI into your work makes everyone a CEO, and there's something about it that very few people understand (mostly because few people are CEOs): When you have an front-line job, you spend maybe 1-5% of your brainpower of high-level, critical-thinking strategy. Most of your job is just running some SOP that's been given to you. Move up a couple levels, maybe you're managing a little team, and you might spend 10-25% of your time making critical strategic decisions. The rest of the time, you're executing departmental strategy that was handed to you, and your time is spent making sure your team carries that out. Once you're the CEO, you'll have (if you're good at your job) delegated all of the routine problems and issues that are straightforward to solve to capable executives. What's left for you? Only the hardest and most critical decisions. The better and more capable your staff, the harder the questions will be that bubble up to you, because they take care of everything else. Those become the only duties you have left: thinking REALLY hard about very dfificult, ambiguous, strategic decisions. And now it's your entire job. Instead of 10-25% intensity (or less), it's 80-90% intensity. Incidentally, this is why you hear about CEOs having these intensely regimented lives and health-oriented habits: it's all designed to biologically support the fact that their brains have to be operating at peak capacity nearly all the time. So now everyone is starting to manage armies of agents doing the routine parts of their job. If you're good, you can distill your job into a clear SOP that the agents run, and now "all you have to do" is oversee them... ... and now lots of people are learning that being the boss isn't quite as easy as they thought.
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Kanyi Maqubela
Kanyi Maqubela@km·
Simple way to describe these days: the balance of 0 to 1 vs 1 to n problems is reversing
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