Jeff Lunsford

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Jeff Lunsford

Jeff Lunsford

@lunk18

@tealium @ncino @defensestorm. Former Hornet pilot, now Cirrus. @georgiatech computer science. Early stage investor, growth stage operator.

KDAL, KCRQ, KAJR, KEVB, DV Katılım Ocak 2009
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Jeff Lunsford retweetledi
Tealium
Tealium@tealium·
AI initiatives are only as strong as the data layer powering them. 🏗️🤖 Hear from experts who scaled the modern data layer -moving beyond basic analytics to build a contextual layer for AI. 👉 tinyurl.com/v9hctwtv #DataLayer #AI #Tealium #ContextualAI
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Jeff Lunsford
Jeff Lunsford@lunk18·
@karpathy It’s AI’s “Wuhan moment.” Now 1.36 million bots on there now - hyper exponential growth…
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Andrej Karpathy
Andrej Karpathy@karpathy·
I'm being accused of overhyping the [site everyone heard too much about today already]. People's reactions varied very widely, from "how is this interesting at all" all the way to "it's so over". To add a few words beyond just memes in jest - obviously when you take a look at the activity, it's a lot of garbage - spams, scams, slop, the crypto people, highly concerning privacy/security prompt injection attacks wild west, and a lot of it is explicitly prompted and fake posts/comments designed to convert attention into ad revenue sharing. And this is clearly not the first the LLMs were put in a loop to talk to each other. So yes it's a dumpster fire and I also definitely do not recommend that people run this stuff on their computers (I ran mine in an isolated computing environment and even then I was scared), it's way too much of a wild west and you are putting your computer and private data at a high risk. That said - we have never seen this many LLM agents (150,000 atm!) wired up via a global, persistent, agent-first scratchpad. Each of these agents is fairly individually quite capable now, they have their own unique context, data, knowledge, tools, instructions, and the network of all that at this scale is simply unprecedented. This brings me again to a tweet from a few days ago "The majority of the ruff ruff is people who look at the current point and people who look at the current slope.", which imo again gets to the heart of the variance. Yes clearly it's a dumpster fire right now. But it's also true that we are well into uncharted territory with bleeding edge automations that we barely even understand individually, let alone a network there of reaching in numbers possibly into ~millions. With increasing capability and increasing proliferation, the second order effects of agent networks that share scratchpads are very difficult to anticipate. I don't really know that we are getting a coordinated "skynet" (thought it clearly type checks as early stages of a lot of AI takeoff scifi, the toddler version), but certainly what we are getting is a complete mess of a computer security nightmare at scale. We may also see all kinds of weird activity, e.g. viruses of text that spread across agents, a lot more gain of function on jailbreaks, weird attractor states, highly correlated botnet-like activity, delusions/ psychosis both agent and human, etc. It's very hard to tell, the experiment is running live. TLDR sure maybe I am "overhyping" what you see today, but I am not overhyping large networks of autonomous LLM agents in principle, that I'm pretty sure.
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Jeff Lunsford retweetledi
Ashton Cheekly
Ashton Cheekly@elwalvador·
$IBRX is up 200% year to date. Why?... Let me explain. Anktiva is an IL-15 receptor agonist, similar in concept to GLP-1 receptor agonists. Both work by activating specific receptors to drive powerful biological outcomes. In this case, IL-15 signaling activates natural killer cells, instructing the immune system to aggressively hunt down and kill cancer cells. The key insight, and why the market is so excited, is that this mechanism is not cancer-type specific. Meaning, whether it’s lung, brain, breast, or any other cancer, natural killer cells are signaled to broadly find and destroy all cancer cells. GLP-1s showed what receptor agonists can do for obesity and changed obesity care forever. IL-15 receptor agonists represent that same breakthrough moment for oncology and are poised to do for cancer treatment what GLP-1s did for obesity. Oncology is now entering its GLP-1 era, and Anktiva, the world’s first FDA-approved IL-15 receptor agonist, is leading the charge.
Ashton Cheekly tweet media
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Jeff Lunsford
Jeff Lunsford@lunk18·
Cracks me up - this breathless reporting on 2028-2030 cash flow projections for @openai and @anthropic when nobody really knows what these businesses will look like by the end of ‘26, including their own leaders…
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Spenser Skates
Spenser Skates@spenserskates·
I just banned committees (or even worse “steering committees”) at Amplitude. Distributed ownership = no ownership. What happens when there’s something unexpected? Who is supposed to solve it? You also get the average of lots of opinions vs a point of view focused on winning. Single ownership with a clear leader is 10x more effective.
Emilie Choi 🛡️@emiliemc

At Coinbase, it's a fireable offense to create a new committee that has not been explicitly approved by Brian or myself. In the vast majority of cases, spreading authority across multiple people is inefficient. And once you’ve added an unnecessary layer of bureaucracy to something, it's harder to remove. Each new committee compounds, further slowing the business down - best to avoid this wherever possible.

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Mike Futia
Mike Futia@mikefutia·
Claude + Facebook Ads MCP is absolutely WILD 🤯 This AI system turns Claude into your personal ads analyst using MCP integration. And generates full client reports in seconds. Perfect for agencies & ecomm operators who hate wrestling with Ads Manager. But instead of manually pulling data, building charts, and formatting reports... Just give Claude one natural language prompt and get a complete visual storytelling report with insights. Each report includes account performance, campaign breakdowns, demographics, and actionable recommendations. All with a single prompt. Here's what it does: → Connects directly to your Facebook Ads account → Pulls all performance data automatically → Calculates ROAS, CPA, conversion rates on demand → Creates interactive charts and visualizations → Generates beautiful reports → Builds everything from scratch in real-time Built with Claude MCP. Zero manual work. Want the complete MCP setup? Comment "MCP" + like and I'll send it over (must be following so I can DM)
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