ping_wu

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ping_wu

ping_wu

@ping_wu

CEO @ https://t.co/LOzN1ZQqEe. x-googler / Co-founded: GCP Vertex AI; Google Contact Center AI;

Los Altos, CA Katılım Ekim 2008
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Carl Eschenbach
Carl Eschenbach@carl_eschenbach·
It’s time to return to the place where I know I can have the most impact. I am beyond excited to be rejoining @sequoia as a Partner. Here is what I shared with @gradypb @alfred_lin on how I am approaching my next chapter.
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The Culturist
The Culturist@the_culturist_·
Men without degrees built this.
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Sean Fenlon
Sean Fenlon@seanfenlon·
@friedberg @RoKhanna @chamath David Friedberg reply set to music. Reply transformation to lyrics by Claude Opus 4.5. Music by Suno v5.
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david friedberg
david friedberg@friedberg·
why not just raise income tax rates? because your real intent is not to just “provide healthcare”. you’re masking that you are proposing the creation of, for the first time in the 250 years of this American republic, an organized government seizure of private property from citizens. you’re calling it a “wealth tax” or a “billionaires tax” or “millionaires tax” or whatever nom du jour polls well. but at the end of the day, it’s the seizure of private property from citizens by the government. citizens that earned money, paid their fair taxes on those earnings (53% if they live in California) and are now being told they need to hand over after-tax assets because the government has failed to provide promised services with the revenue it’s collected, and are now re-casting their own failure to be a socio-economic inequity that must be justly resolved... a slippery slope that has never gone anywhere good (see economic effects in USSR, Cuba, Venezuela, France and Norway wealth tax etc.) the American founders fled tyranny in Europe and this amazing nation was populated by immigrants (myself and your parents) from around the world not just looking for a “better life” but for a place where they could have freedom from tyrannical governments that can take what they want from private citizens. a great nation borne of property rights, the rule of law, and endowed freedoms to believe, speak, or act. these principles led to the greatest run of innovations, successes, and widespread increase in prosperity, for all citizens, ever seen. the citizens, the individuals, not the institutions, delivered this progress. those who invented, who toiled, who bled, who sacrificed, who took risk and persevered, who led, and who changed the world, are not charlatans, kleptocrats, or oligarchs. they’re what made us all better off. prosperity is a measure of america’s success, not its failure. it is your principle that is so offensive, as evidenced by the broad disdain for your flippant flirtation with the darkest of human fantasy - socialism. you and other neo-socialists have led so many of us to reflect on America’s history and what it is becoming. that now leads so many to consider, so unnecessarily, leaving their homes for a place where everyone stands up to shout down the principle you suggest. because if your ideas are now considered moderate, it’s clear this titanic is sinking. that a “simple tax” of taking assets that have been earned, through toil and tribulation, rightly taxed, and preserved, should now be unjustly seized, is your solution to a problem of obvious government mismanagement and outright fraud, tells us that your true motivation lies not in giving people healthcare but in cutting down success and deleting the system of prosperity and opportunity for all. i don’t care, and neither should anyone else, what the sum total market value of a private citizens private assets might be. it is none of my business and should be none of yours. because, again, once you open that pandora’s box, we might as well study Lord of the Flies … there is literally nothing stopping 51% of citizens demanding that their government go out and seize 100% of the private property of the 49%. want to give healthcare to people in need? do your job and fix healthcare. make it affordable. want to be lazy about it? then do your job lazily and raise income taxes. want to take private property from private citizens who have paid their fair share of taxes and legally earned their property, then honestly declare that it is envy, not inequity, that you strive to resolve…
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Jack Altman
Jack Altman@jaltma·
Last Uncapped episode of the year, feeling really grateful for what a fun project this has turned out to be. Closing out the year with one of my best friends @saammotamedi. Although I don't like to admit it to him, he's a remarkable investor and person. Greylock has been producing amazing returns for sixty years and I tried to stay serious for long enough stretches of time during this episode to hear some of Saam's insights about how it works. Hope you enjoy. (0:00) Intro (1:32) Greylock turning 60 this year (4:11) What’s persisted since 1965 (8:59) Apprenticeship (11:34) What's durable in venture (16:29) Greylock’s ethos (19:33) Incentive misalignments (24:44) Breadth vs depth in venture (29:28) Managing the team on inputs (34:00) Why incubations are so hard (43:22) Finding alpha (52:38) Greylock’s approach to portfolio services (59:18) Assessing wild revenue ramps (1:08:10) Horizontal vs vertical SaaS (1:11:34) Friendships and work (1:16:26) Saam's biological age 😂
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signüll
signüll@signulll·
if they ever release old google TGIF’s of larry & sergey, the world would know how fucking hilarious these two dudes were up there every damn friday. it was like watching a live comedy show all while knocking back few beers at charlie’s. what a time that was. i don’t think many ppl grasped how unique it was to be a google employee back then.
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Harry Stebbings
Harry Stebbings@HarryStebbings·
This happened to my best friend. The brutality of this one is truly shocking and terrifying. Please like and share and let’s find the perpetrator.
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signüll
signüll@signulll·
@Martinoleary generally ex google engineers (especially og) are some of the nicest, kindest individuals in the entire valley.
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a16z
a16z@a16z·
We’re leading a $300M founding round for @periodiclabs. Science today is bottlenecked by slow, manual experimentation. Periodic is changing that. They’re building AI scientists paired with autonomous laboratories that can hypothesize, experiment, and iterate at speeds impossible for human-led labs. Their first target: superconductors and semiconductors that could unlock breakthroughs in transportation, energy grids, and next-gen chips. This is what happens when frontier AI meets the scientific method. Excited to partner with @LiamFedus @ekindogus and the team as they reimagine how science gets done.
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William Fedus@LiamFedus

Today, @ekindogus and I are excited to introduce @periodiclabs. Our goal is to create an AI scientist. Science works by conjecturing how the world might be, running experiments, and learning from the results. Intelligence is necessary, but not sufficient. New knowledge is created when ideas are found to be consistent with reality. And so, at Periodic, we are building AI scientists and the autonomous laboratories for them to operate. Until now, scientific AI advances have come from models trained on the internet. But despite its vastness — it’s still finite (estimates are ~10T text tokens where one English word may be 1-2 tokens). And in recent years the best frontier AI models have fully exhausted it. Researchers seek better use of this data, but as any scientist knows: though re-reading a textbook may give new insights, they eventually need to try their idea to see if it holds. Autonomous labs are central to our strategy. They provide huge amounts of high-quality data (each experiment can produce GBs of data!) that exists nowhere else. They generate valuable negative results which are seldom published. But most importantly, they give our AI scientists the tools to act. We’re starting in the physical sciences. Technological progress is limited by our ability to design the physical world. We’re starting here because experiments have high signal-to-noise and are (relatively) fast, physical simulations effectively model many systems, but more broadly, physics is a verifiable environment. AI has progressed fastest in domains with data and verifiable results - for example, in math and code. Here, nature is the RL environment. One of our goals is to discover superconductors that work at higher temperatures than today's materials. Significant advances could help us create next-generation transportation and build power grids with minimal losses. But this is just one example — if we can automate materials design, we have the potential to accelerate Moore’s Law, space travel, and nuclear fusion. We’re also working to deploy our solutions with industry. As an example, we're helping a semiconductor manufacturer that is facing issues with heat dissipation on their chips. We’re training custom agents for their engineers and researchers to make sense of their experimental data in order to iterate faster. Our founding team co-created ChatGPT, DeepMind’s GNoME, OpenAI’s Operator (now Agent), the neural attention mechanism, MatterGen; have scaled autonomous physics labs; and have contributed to some of the most important materials discoveries of the last decade. We’ve come together to scale up and reimagine how science is done. We’re fortunate to be backed by investors who share our vision, including @a16z who led our $300M round, as well as @Felicis, DST Global, NVentures (NVIDIA’s venture capital arm), @Accel and individuals including @JeffBezos , @eladgil , @ericschmidt, and @JeffDean. Their support will help us grow our team, scale our labs, and develop the first generation of AI scientists.

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Shay Boloor
Shay Boloor@StockSavvyShay·
YIPPIT JUST SHARED: $GOOGL GEMINI ADDED 13M USERS IN MAY -- OVER 2X CHATGPT’S GROWTH
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Andrew Ng
Andrew Ng@AndrewYNg·
One of the most effective things the U.S. or any other nation can do to ensure its competitiveness in AI is to welcome high-skilled immigration and international students who have the potential to become high-skilled. For centuries, the U.S. has welcomed immigrants, and this helped make it a worldwide leader in technology. Letting immigrants and native-born Americans collaborate makes everyone better off. Reversing this stance would have a huge negative impact on U.S. technology development. I was born in the UK and came to the U.S. on an F-1 student visa as a relatively unskilled and clueless teenager to attend college. Fortunately I gained skills and became less clueless over time. After completing my graduate studies, I started working at Stanford under the OPT (Optional Practical Training) program, and later an H-1B visa, and ended up staying here. Many other immigrants have followed similar paths to contribute to the U.S. I am very concerned that making visas harder to obtain for students and high-skilled workers, such as the pause in new visa interviews that started last month and a newly chaotic process of visa cancellations, will hurt our ability to attract great students and workers. In addition, many international students without substantial means count on being able to work under OPT to pay off the high cost of a U.S. college degree. Gutting the OPT program, as has been proposed, would both hurt many international students’ ability to study here and deprive U.S. businesses of great talent. (This won’t stop students from wealthy families. But the U.S. should try to attract the best talent without regard to wealth.) Failure to attract promising students and high-skilled workers would have a huge negative impact on American competitiveness in AI. Indeed, a recent report by the National Security Commission on Artificial Intelligence exhorts the government to “strengthen AI talent through immigration.” If talented people do not come to the U.S., will they have an equal impact on global AI development just working somewhere else? Unfortunately, the net impact will be negative. The U.S. has a number of tech hubs including Silicon Valley, Seattle, New York, Boston/Cambridge, Los Angeles, Pittsburgh and Austin, and these hubs concentrate talent and foster innovation. (This is why cities, where people can more easily find each other and collaborate, promote innovation.) Making it harder for AI talent to find each other and collaborate will slow down innovation, and it will take time for new hubs to become as advanced. Nonetheless, other nations are working hard to attract immigrants who can drive innovation — a good move for them! Many have thoughtful programs to attract AI and other talent. There are the UK’s Global Talent Visa, France’s French Tech Visa, Australia’s Global Talent Visa, the UAE’s Golden Visa, Taiwan’s Employment Gold Card, China’s Thousand Talents Plan, and many more. The U.S. is fortunate that many people already want to come here to study and work. Squandering that advantage would be a huge unforced error. Beyond the matter of national competitiveness, there is the even more important ethical matter of making sure people are treated decently. I have spoken with international students who are terrified that their visas may be canceled arbitrarily. One recently agonized about whether to attend an international conference to present a research paper, because they were worried about being unable to return. In the end, with great sadness, they cancelled their trip. I also spoke with a highly skilled technologist who is in the U.S. on an H-1B visa. Their company shut down, leading them — after over a decade in this country, and with few ties to their nation of origin — scrambling to find alternative employment that would enable them to stay. These stories, and many far worse, are heartbreaking. While I do what I can to help individuals I know personally, it is tragic that we are creating such an uncertain environment for immigrants, that many people who have extraordinary skills and talents will no longer want to come here. To every immigrant or migrant in the U.S. who is concerned about the current national environment: I see you and empathize with your worries. As an immigrant myself, I will be fighting to protect everyone’s dignity and right to due process, and to encourage legal immigration, which makes both the U.S. and individuals much better off. [Full text, with links: deeplearning.ai/the-batch/issu… ]
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Townhall.com
Townhall.com@townhallcom·
🔥 NEW — Alex Shieh, a student at Brown University, just TORCHED the leadership of his school for running a $46 MILLION DEFICIT while ballooning costs for students. He even begs the @JudiciaryGOP to SUBPOENA Brown's president, Christina Paxson! “Brown employs 3,805 full time non-instructional staff for just 7,229 undergrads. That’s one administrator for every two students.” Where’s the money going? Not to students. “Brown’s athletic director earns over $1 million” while dorms flood and “burger patties get replaced by an unappetizing beef/mushroom blend.” This is what Alex calls “an empire of administrative bloat and bureaucracy.” “Brown is one of several Ivy League schools that settled a federal antitrust lawsuit last year for allegedly colluding to suppress financial aid offers.” 🔥🔥🔥
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Gary Parrish
Gary Parrish@GaryParrishCBS·
Giannis has multiple all-time great press-conference answers on his resume. Add this to the list after he was asked about Tyrese Haliburton's father taunting him on the court.
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Interesting things
Interesting things@awkwardgoogle·
Skydiver Luigi Cani dispersing 100 Million tree seeds to revive the Amazon Rainforest.
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ping_wu
ping_wu@ping_wu·
It is not just about the models. When talking about AI products, the spotlight tends to focus on latest AI model performance against benchmarks. As a subscriber to every major AI assistant on the market, I have been thinking about what really drives the long-term advantage in this space. Here are a few thoughts: ■ Scale Economics By aggregating potentially billions of subscribers, leaders in consumer ai assistant will have unit economics others cannot match. ◆ Model: amortization of model cost (training and r&d) over a much larger subscriber base. ◆ Compute: more subscribers means better compute resource utilization. Different ways to optimize through the entire stack from batching & caching, to customized chips and owning and operating entire data centers. ◆ Data: favorable unit economics to acquire proprietary IP and data.  Data flywheel from more subscribers, especially valuable for long tail subjects and intent. ■ Switching cost ◆ Memory: every token (words, photos, files, etc) into the ai assistant helps build the memory that will make future performance more personal. ◆ Accounts (payment, log-in): as the assistant starts doing things (like Manus), AI assistants will control the browser, sign into websites with user’s credentials and make payments in the future.That’s real switching friction. ■ Network effects: It is not clear yet how specific network effects are for AI assistants. In some sense, classic search engine business is a two sided marketplace with traffic and advertisers. For AI assistants, my bet will be from connectors/plug-ins for it to link to commerce directly. ■ “Death star in striking distance” John Malone referred to Amazon Prime as “the death star in striking distance to every direct-to-consumer company on the planet”.  Similarly, I think the winning consumer AI assistant will suck in more and more consumer AI features into its input box. ■ Shipping the org chart → One click is too far Paradigm shift like AI creates windows of opportunity for startups to get distribution before incumbents get  innovation. However, as shown again and again in history, organizational complexity will inevitably impact the user experience often in the negative way, because, at the end of the day, users do not write performance reviews.
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