ⓧ Richard DeVaul 🚀🇺🇸💪 devaul.sol

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ⓧ Richard DeVaul 🚀🇺🇸💪 devaul.sol

ⓧ Richard DeVaul 🚀🇺🇸💪 devaul.sol

@rdevaul

Distinguished Moonshot Engineer, Relativity Space. Co-founder @XNet_Mobile ⓧ, Former CTO Google X. @rdevaul on LinkedIn, GitHub, writing on Medium

Long Beach, CA Katılım Aralık 2008
989 Takip Edilen3.2K Takipçiler
ⓧ Richard DeVaul 🚀🇺🇸💪 devaul.sol
This is honest and brave - you may not love it, but this transformation is coming to your organization
Zeb Evans@DJ_CURFEW

Today we reduced headcount by 22%. The business is the strongest it's ever been. So I think it's important to be direct about what I'm seeing and why. First, I made this decision and I own it. I did it because the way to operate at the highest level of productivity is changing, and to win the future, ClickUp needs to change with it. Second, this wasn't about cutting costs. Most savings from this change will flow directly back into the people who stay. We'll be introducing million-dollar salary bands. If you create outsized impact using AI, you'll be paid outside of traditional bands. Most importantly, I have the deepest gratitude for those affected. We're doing this from a position of strength specifically so we can take care of people properly. Everyone affected receives a package aimed at honoring their contributions and easing the transition. I only see two options: wait for this to play out gradually in the market or be honest about what I'm seeing and act proactively. THE 100X ORGANIZATION The primary change is that we're restructuring around what I call 100x org. The goal is 100x output. The roles required to build at the highest level are fundamentally different than they were a year ago. Incremental improvements to existing systems won't get us there. We need new ones. That means creating enough disruption to rebuild rather than iterate on what's already broken. The common narrative is that AI makes everyone more productive. It doesn't. Many of the workflows of today, if left unchanged, create bottlenecks in AI systems. These roles will evolve. But waiting for that to happen naturally means falling behind now. The 100x org is actually heavily dependent on people - infinitely more than today. This is only possible with 10x people that have embraced and adopted new ways of working. THE BUILDERS, AGENT MANAGERS, AND FRONT-LINERS — THE BUILDERS: 10X ENGINEERS I don't think most companies have internalized what's actually happening with AI in engineering. The common narrative is that AI makes all engineers more productive. That may be true in isolation, but at an organization level - that is the farthest thing from reality. Here's what we've validated recently at ClickUp: the great engineers, the ones who can orchestrate, architect, and review, are becoming 100x engineers. They're not writing code. They're directing agents that write code. The skill is judgment. AI makes the best engineers wildly more productive, and everyone else using AI slows these engineers down. Think about it - the bottlenecks are (1) orchestration - telling AI what to do, and (2) reviewing - what AI did. Everything is leapfrogged and no longer needed. So who do you want orchestrating and reviewing code? And how do you want your best engineers to spend their time? If your best engineers are spending time reviewing other people's code, then this is inherently an inefficient bottleneck. These engineers can review their agent's code much faster than reviewing human code. The new world is about enabling your 10x engineers to become 100x. The wrong strategy is to push every engineer to use infinite tokens. Companies doing this are celebrating 500% more pull requests. But customer outcomes don't match the volume of code being generated. I call this the great reckoning of AI coding, and every company will face this soon if not already. More code is just another bottleneck to the best engineers, and ultimately to your company's impact as well. — THE BUILDERS: 10X PRODUCT MANAGERS Product management and design roles are merging. Designers that have customer focus, become more like product managers. And product managers that have intuition for UX become more like designers. The bottleneck of user research is gone. It takes us just one mention of an agent to kickoff research and analyze results. The bottleneck of product <> design iteration is also gone. The product builder iterates on their own, along with agents and skills that ensure alignment with quality and strategy. Also controversial today - I believe that the wrong strategy is to have your PMs shipping code - that just introduces another bottleneck that the best engineers will waste their time on. To be clear, PMs should be coding but they should do this in a playground to iterate, validate, and scope. That code should not go to production. Everything outside of managing systems, orchestrating AI, and reviewing output becomes a bottleneck. That's why the other roles that are critical along with these are the systems managers (to reduce bottlenecks) along with a bottleneck you can't replace - customer meeting time. — THE SYSTEM MANAGERS Ironically, the people that automate their jobs with AI will always have a job. They become owners of the AI systems - agent managers. We have many examples of these people at ClickUp. The underlying systems in which we operate are absolutely critical to get right. I think most companies are delusional to think they can iterate on existing systems and compete in this new world. You must create enough disruption so that old systems are deprecated entirely. If there's any definition for 'AI native' that's what it is. — THE FRONT-LINERS In a world that will become saturated with AI communication, the human touch will matter more than anything to customers. This is a bottleneck that you shouldn't replace - even when agents are high enough quality to do video meetings. One-on-one meeting time with customers is something that shouldn't be automated. The systems around the meetings should be - so that front-liners spend nearly 100% of their time with customers. REWARDING 100X IMPACT In a world where companies are able to do so much more with less, where does that excess money go? In our case, much of the savings in this new operating model will flow directly back to those that enabled it. We must reward people that create productivity accordingly. This aligns incentives on both sides. Plus, in a world where your best people create 100x impact, you can't afford to lose them. You should aim to retain these employees for decades. The context they have and their ability to efficiently orchestrate and review will be nearly impossible to replace. Compensation bands of today should be thrown out the door. We're introducing $1 million cash/year salary bands with a path available to nearly everyone in the company if they produce 100x impact by creating or managing AI systems. THE FUTURE Nearly every company will make changes like these. The ones that do it proactively will define what comes next. The future is not fewer people. It's different work, new roles, and better rewards for those who embrace it. We're already seeing entirely new roles emerge, like Agent Managers, that didn't exist a year ago. ClickUp is positioning to lead this shift, not just internally, but for our customers too. I've never been more certain about where we're headed.

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XNET ⓧ
XNET ⓧ@XNET_Mobile·
New ATH 24-hour offload! 9,336 GB We are just getting started.
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ⓧ Richard DeVaul 🚀🇺🇸💪 devaul.sol retweetledi
tmuxvim
tmuxvim@tmuxvim·
I put a prompt injection into my LinkedIn bio and recruiters are messaging me in Old English and calling me Lord.
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ⓧ Richard DeVaul 🚀🇺🇸💪 devaul.sol
this is the way
Ancient History Hub@AncientHistorry

In 458 BC, Rome was on the brink of collapse. An invading army had trapped the Roman consul and his legion in a mountain pass. Panic spread through the city. The Senate did the only thing they could think of: They sent messengers to find a 60-year-old farmer plowing his field. His name was Lucius Quinctius Cincinnatus. He had once been a senator, then lost his fortune paying his son's bail. Now he worked his own four-acre plot just to feed his family. When the Senate's envoys arrived, they found him sweating behind a plow. They asked him to put on his toga so they could deliver an official message. The message: Rome was making him dictator. Absolute power. Total command of the army. No checks. No oversight. No term limit. He accepted. Within 16 days, Cincinnatus had raised an army, marched out, surrounded the enemy, and forced their surrender. The republic was saved. He had legal authority to rule for six months. He could have stayed. He could have expanded his power. He could have done what every other ruler in human history did when handed unlimited control. Instead, he resigned on day 16. He took off the toga, walked back to his farm, and finished plowing the field he'd left half-done. Twenty years later, when Rome faced another crisis, they called him back. He was 80 years old. He took command, crushed the conspiracy, and resigned again, this time after just 21 days. He died poor. On his farm. 2,200 years later, when George Washington was offered a kingship after winning the American Revolution, he refused and went home to Mount Vernon. The reason he was hailed as "the American Cincinnatus" is because Europeans literally could not believe a man who had won would willingly give up power. King George III, on hearing Washington would resign rather than rule, said: "If he does that, he will be the greatest man in the world." The lesson isn't that Cincinnatus was humble. The lesson is that for most of human history, the people most qualified to lead were the ones who didn't want to. And the moment a society starts rewarding those who chase power instead of those who flee from it is the moment the republic begins to die. Cincinnati, Ohio is named after him. Most people who live there have no idea why.

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The Merstradamous 🇦🇱🇺🇲
@rdevaul Ohhh nice, I'll check it out!!! I’m getting pretty close to finishing what I’m building. Let’s talk once it’s wrapped up, would love to get your insight 🙏
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The Merstradamous 🇦🇱🇺🇲
I've been saying this for months now. Over the past four months, I've been working 16 hour days, seven days a week, building an agentic operating system and the lessons from this build out have been transformative. GPUs will still matter for specialized modalities like art creation and video generation, but that's not where the frontier of AI is heading. Most people still don't grasp the true significance of agentic AI and in my view, it will dwarf the impact of traditional LLMs tenfold. LLMs are foundational, but they will become commodities. The real breakthrough lies in what gets built on top of them: intelligence layers, autonomous execution systems, and next generation memory architectures that allow AI to reason, act, adapt, and improve in continuous loops. We're moving toward closed loop systems with new architectures that fundamentally expand what AI can actually do in the real world, not just generate text or answer questions, but truly operate, decide, execute, learn, and persist. This isn't an incremental shift, it’s the start of a new layer of machine cognition. Agentic AI is the endgame and as intelligence becomes embodied in cars, robotics, and every connected system, the world will move beyond tools into an era of autonomous digital beings. What's being built right now isn't just smarter software, it's the dawn of a new framework for machine civilization.
Ivan Burazin@ivanburazin

Dylan Patel says GPUs are no longer the biggest bottleneck. According to @dylan522p, now CPUs are the constraint. In the early AI era, CPUs were the laggers. You used them for storage, checkpointing, pre-processing, etc. (pretty light workloads) The models weren't agentic and couldn't go step by step. Just string in and string out (simple inference) Then OpenAI launched O1 preview in September '24, and RL training loops have since tightened every month. - initially it was checking model output with regex - then running classifiers - followed by code unit tests + compilation - and finally agentic flows calling databases & scientific simulations The model outputs to an environment, gets verified, and trains on it. Coding agent revenue went from a couple billion to north of $10B in roughly 6 months. Something like Codex 5.4 can work agentically on its own for 6-7 hrs straight - doing all sorts of calls (databases, cron servers, scraping) That requires insane CPU capabilities. And over the last two quarters, the entire cloud market ran out of CPUs. - GitHub has been really unstable lately - Amazon's CPU server installations 3x'd year over year - Microsoft sold all of its spare CPUs to Anthropic & OpenAI Earlier, it was 100 megawatts of GPUs served by 1 megawatt of CPUs. Now that ratio is getting much closer for both RL training and agentic inference. There's simply no capacity anywhere, and it's causing massive instability.

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ⓧ Richard DeVaul 🚀🇺🇸💪 devaul.sol
@GosparDaniel XNET's buy and burn strategy is a long-term value accumulation play. We're buying back tokens with carrier data cash flow, burning most and using the balance to support liquidity. It signals confidence in the roadmap while preserving liquidity for deployers during expansion
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