Nino Mecevic

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Nino Mecevic

Nino Mecevic

@n_mecevic

Finance leader @verizon | ex @oracle @lumentechco | tech + telecom + strategy | Personal takes on all things

New York, USA Katılım Kasım 2015
1K Takip Edilen199 Takipçiler
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Sukh Sroay
Sukh Sroay@sukh_saroy·
Anthropic showed a 24-minute workshop on how to actually prompt Claude. Taught by the people who built it. Free. No signup. No paywall. I've watched $300 courses that don't cover what they teach in the first 8 minutes.
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Startup Archive
Startup Archive@StartupArchive_·
Shopify CEO Tobi Lutke explains Goodhart’s law and why he doesn’t like KPIs or OKRs “Goodhart’s law is real. The moment a metric becomes a goal, it’s no longer a useful metric… No metric by itself is a complete heuristic for a complex business. There’s a million different tensions in a company, and you can’t keep all of them in harmony by optimizing for one thing.” For this reason, Shopify doesn’t use KPIs or OKRs. But as Tobi explains, this doesn’t mean they don’t value data and metrics. “We are extremely data informed. We have invested enormous amounts of money and time into systems that give us basically everything at our fingertips… But what Shopify attempts to do is just not over-fit for what’s quantifiable.” People love optimizing for highly-quantifiable things because there’s immediate gratification that comes from seeing a number go up. But Tobi thinks that the most important aspects of a product are rarely quantifiable: “The overlap of the most valuable things you can do with a product and the things that happen to be fully quantifiable are like maybe 20%. Which leaves 80% of a value space unaddressable by the people who only look at quantifiable things.” He continues: “Shopify is comfortable with unquantifiable things like taste, quality, passion, love, hate… The sort of deep satisfaction that a craftsperson feels when they’ve done a job well is actually a better proxy if you allow it to be.” They then have robust analytics systems that tell the company if something’s wrong or a new rollout breaks something. “We think about it as a cockpit for a pilot. The decisions are still made by pilots, and we think this leads to better results… I think there needs to be more acceptance in business of unquantifiable things… And then metrics take a support function.” Source: @lennysan (Feb 2025)
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Nino Mecevic
Nino Mecevic@n_mecevic·
Was building a deck in PPT with Claude tonight for an upcoming talk… and hit the token limit. Even AI has a budget now. Finance wins again.
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Andrej Karpathy
Andrej Karpathy@karpathy·
Judging by my tl there is a growing gap in understanding of AI capability. The first issue I think is around recency and tier of use. I think a lot of people tried the free tier of ChatGPT somewhere last year and allowed it to inform their views on AI a little too much. This is a group of reactions laughing at various quirks of the models, hallucinations, etc. Yes I also saw the viral videos of OpenAI's Advanced Voice mode fumbling simple queries like "should I drive or walk to the carwash". The thing is that these free and old/deprecated models don't reflect the capability in the latest round of state of the art agentic models of this year, especially OpenAI Codex and Claude Code. But that brings me to the second issue. Even if people paid $200/month to use the state of the art models, a lot of the capabilities are relatively "peaky" in highly technical areas. Typical queries around search, writing, advice, etc. are *not* the domain that has made the most noticeable and dramatic strides in capability. Partly, this is due to the technical details of reinforcement learning and its use of verifiable rewards. But partly, it's also because these use cases are not sufficiently prioritized by the companies in their hillclimbing because they don't lead to as much $$$ value. The goldmines are elsewhere, and the focus comes along. So that brings me to the second group of people, who *both* 1) pay for and use the state of the art frontier agentic models (OpenAI Codex / Claude Code) and 2) do so professionally in technical domains like programming, math and research. This group of people is subject to the highest amount of "AI Psychosis" because the recent improvements in these domains as of this year have been nothing short of staggering. When you hand a computer terminal to one of these models, you can now watch them melt programming problems that you'd normally expect to take days/weeks of work. It's this second group of people that assigns a much greater gravity to the capabilities, their slope, and various cyber-related repercussions. TLDR the people in these two groups are speaking past each other. It really is simultaneously the case that OpenAI's free and I think slightly orphaned (?) "Advanced Voice Mode" will fumble the dumbest questions in your Instagram's reels and *at the same time*, OpenAI's highest-tier and paid Codex model will go off for 1 hour to coherently restructure an entire code base, or find and exploit vulnerabilities in computer systems. This part really works and has made dramatic strides because 2 properties: 1) these domains offer explicit reward functions that are verifiable meaning they are easily amenable to reinforcement learning training (e.g. unit tests passed yes or no, in contrast to writing, which is much harder to explicitly judge), but also 2) they are a lot more valuable in b2b settings, meaning that the biggest fraction of the team is focused on improving them. So here we are.
staysaasy@staysaasy

The degree to which you are awed by AI is perfectly correlated with how much you use AI to code.

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Nino Mecevic
Nino Mecevic@n_mecevic·
My take: AI is accelerating how quickly people can build real capability. Young professionals are already adapting by shifting paths, stacking skills, and using AI to enter new fields faster than ever. Careers are becoming dynamic. wsj.com/economy/jobs/a… via @WSJ
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a16z
a16z@a16z·
After its release as a side project in January 2026, OpenClaw managed to surpass both Linux and React on its way to the number one all-time leader in Github stars Full report: a16z.com/100-gen-ai-app…
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Olivia Moore@omooretweets

🚨 The @a16z consumer AI Top 100 is back! For the sixth time, we ranked consumer AI websites and mobile apps by usage (monthly unique visits and MAUs). This edition, we changed the rules. Here's why - and what the new list says about where consumer AI is heading 👇

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Nino Mecevic
Nino Mecevic@n_mecevic·
100% agree
andrew chen@andrewchen

prediction re the end of spreadsheets AI code gen means that anything that is currently modeled as a spreadsheet is better modeled in code. You get all the advantages of software - libraries, open source, AI, all the complexity and expressiveness. think about what spreadsheets actually are: they're business logic that's trapped in a grid. Pricing models, financial forecasts, inventory trackers, marketing attribution - these are all fundamentally *programs* that we've been writing in the worst possible IDE. No version control, no testing, no modularity. Just a fragile web of cell references that breaks when someone inserts a row. The only reason spreadsheets won is that the barrier to writing real software was too high. A finance analyst could learn =VLOOKUP in an afternoon but couldn't learn Python in a month. AI code gen flips that equation completely. Now the same analyst describes what they want in plain English, and gets a real application - with a database, a UI, error handling, the works. The marginal effort to go from "spreadsheet" to "software" just collapsed to near zero. this is a massive unlock. There are ~1 billion spreadsheet users worldwide. Most of them are building janky software without realizing it. When even 10% of those use cases migrate to actual code, you get an explosion of new micro-applications that look nothing like traditional software. Internal tools that used to live in a shared Google Sheet now become real products. The "shadow IT" spreadsheet that runs half the company's operations finally gets proper infrastructure. The interesting second-order effect: the spreadsheet was the great equalizer that let non-technical people build things. AI code gen is the *next* great equalizer, but the ceiling is 100x higher. We're about to see what happens when a billion knowledge workers can build real software.

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Nino Mecevic
Nino Mecevic@n_mecevic·
Weekend thought: Many consumer transactions are essentially quantitative optimization problems. Mortgage refinancing is a good example. AI agents running those calculations on behalf of consumers will likely reshape how those markets function.
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a16z
a16z@a16z·
"Not having a coding experience is becoming an advantage." Replit CEO Amjad Masad: "You don't need any development experience. You need grit. You need to be a fast learner." "If you're a good gamer, if you can jump in a game and figure it out really quickly, you're really good at this." "Coders get lost in the details." "Product people, people who are focused on solving a problem, on making money, they're going to be focused on marketing, they're going to be focused on user interface, they're going to be focused on all the right things." "I think this year it's gonna flip, and I think not having a coding background is gonna be more advantageous for the entrepreneur." @amasad with @jackhneel
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Nino Mecevic
Nino Mecevic@n_mecevic·
From a product perspective, this was surprising. It was clear my prompts triggered a lot of underlying steps, but it wasn’t clear that this would rapidly consume usage, especially ~1 hour after purchase. Better transparency here would materially improve the CX.
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Nino Mecevic
Nino Mecevic@n_mecevic·
The model was strong, but I hit the usage limit almost immediately, and then lost access to the web app entirely. Feels like this should come with a clearer usage warning up front, especially for a paid tier for a new user.
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Nino Mecevic
Nino Mecevic@n_mecevic·
Tried Claude this evening at home (I regularly use ChatGPT & Codex as a non-developer). Ran a few prompts in the web app, then used the Excel add-in to build a basic DCF in two prompts.
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Aaron Levie
Aaron Levie@levie·
It remains the case that if you’re paying attention to AI on this site, you’re at least a couple years ahead where the average worker is in your field. While it will increasingly be very rare in software engineering to not fully be using AI agents for coding, this will remain true for many areas of knowledge work for quite some time. We’re basically at day 1 of this trend in most fields of work. The advantage that many have, both in IT and as a power user of AI in any job, is to bring in the latest tools to start to transform workflows. You will be years ahead of everyone else.
darren@darrenjr

just talked with two software engineers at a large bank never heard of cursor or claude code we are in a bubble

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Nino Mecevic
Nino Mecevic@n_mecevic·
👇 Verizon gained a net 616,000 postpaid phone connections in the fourth quarter, with its new chief executive calling the period a “critical inflection point” wsj.com/business/telec… via @WSJ
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gaut
gaut@0xgaut·
people on tech twitter explaining to people not on tech twitter what’s been happening with ai in the last 2 weeks
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Nino Mecevic
Nino Mecevic@n_mecevic·
There was a moment when Uber subsidized growth so aggressively you could cross half of Denver for $2.99. $19.99 AI subscriptions feel like the same phase: land grab economics, not steady-state pricing. I'm going to enjoy it, but it's not the end state.
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vitrupo
vitrupo@vitrupo·
Sam Altman: “By the end of this year, for $100–$1,000 of inference and a good idea, you’ll be able to create software that would have taken teams of people a year to do. That magnitude of economic change is very hard to wrap your head around.”
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