Rafael Vivas

521 posts

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Rafael Vivas

Rafael Vivas

@rfvivas

@AxonAdsManager @applovin

Katılım Kasım 2010
387 Takip Edilen794 Takipçiler
Rafael Vivas
Rafael Vivas@rfvivas·
What if launching on @AxonAdsManager took one click? No setup. No guesswork. → Your best ads pre-loaded → Goals already set → Tracking ready → Campaign live instantly → Free credits to get started We partnered with @triplewhale to make this a reality for their customers. Now we’re opening it up to a small group of beta testers. If you want early access, fill out the form below👇 forms.gle/Yh5bZmvcLdGGCm…
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Chris Bakke
Chris Bakke@ChrisJBakke·
Every guy with a podcast mic is like haha I just wanted to point out publicly that I'm a huge fan of Ramp, AppLovin, Cisco, Cognition, Console, CrowdStrike, ElevenLabs, Figma, Fin, Gemini, Graphite, Gusto, Kalshi, Labelbox, Lambda, Linear, MongoDB, NYSE, Okta, Phantom, Plaid, Public, Railway, Restream, Sentry, Shopify, Turbopuffer, Vanta, and Vibe - just love all of them so much
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David Senra
David Senra@davidsenra·
Tony Xu (@t_xu) is one of the most underrated founders I've ever met. He's insightful, humble — and knows his business down to the ground. He also completely inverted Grubhub's market share. 10 years ago Grubhub had 70%. DoorDash had almost nothing. Now it's the other way around. I would never bet against him. He shared a ton of useful ideas in our conversation together.
David Senra tweet media
David Senra@davidsenra

My conversation with Tony Xu (@t_xu), co-founder & CEO of @DoorDash. 0:00 DoorDash MVP in 43 Minutes 1:39 How Delivery Worked in 2013 3:17 Small Business Roots and Insight 5:48 Why Restaurants First 8:24 Palo Alto vs San Francisco 11:03 Early Customers and Unit Economics 15:22 YC Summer Three Questions 19:50 The Hidden Complexity of Delivery 22:02 Competing on Invisible Details 23:54 Chaos Data and Experiment Loops 30:58 Trust Reset Every Day 31:30 Stanford Game Meltdown and Refunds 34:41 Scaling Through Experiments 37:37 Customer North Star Metrics 40:10 CEO Customer Support Habit 42:55 Anecdotes Versus Data 46:52 Eternal Mission Local Economies 50:09 Turning Data Into Merchant Growth 59:12 New Products Beyond Delivery 1:01:14 Autonomous Delivery Strategy 1:05:06 Hiring Rhodes Scholar Navy SEALs 1:12:46 Driver Switch Experiment 1:13:42 Who Delivers and Why 1:15:33 Hiring for Action 1:18:07 Earned Secrets via Experiments 1:20:01 Money vs Problem Solving 1:21:18 Thousand Days of Hell 1:26:04 Staying Sane as CEO 1:30:07 Ignore the Stock Price 1:31:44 Two Operating Systems 1:35:17 Internal Venture Stage Gates 1:38:17 Learning from Founder Peers 1:42:29 Jiu Jitsu Lessons 1:44:37 AI Changes the Loop 1:47:01 Data Needs Action 1:48:24 Closing Thoughts Includes paid partnerships.

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David Senra
David Senra@FoundersPodcast·
Daniel Ek, Demis Hassabis, and I in a *very* remote location. Listen to the new episode on Demis!
David Senra tweet media
David Senra@FoundersPodcast

This episode is about a once-in-a-generation mind working on what may be the most important problem in history. It's based on the new book The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence by Sebastian Mallaby. (0:00) This is the most crazy, ferocious corporate battle that we've ever seen. (2:21) Intelligence is fundamental; it is the root of all else. (3:27) When Demis founded DeepMind almost every investor turned him away. (4:50) Demis is a missionary entrepreneur and out-of-the-box scientist who, through brilliance and extraordinary drive, emerges as the right person for a particular moment. (6:20) I sit at my desk at 2 a.m., and I feel like reality is staring at me, screaming at me, literally screaming at me, trying to tell me something if I could just listen hard enough. That's how I feel every day, so you can see why I'm trying to build AI. I've felt that since I was very young that there's a deep, deep mystery about what's going on here. (7:10) Demis, who blazed the trail followed by rivals, is decent and public-spirited and wants the best for humanity. He has ego; he is fearsomely competitive, but his goal is scientific enlightenment, not money or power. (9:49) Demis has an extraordinary level of determination, unlike pretty much anybody. Astonishing, incredible determination. That's his most defining characteristic: just unbelievable determination. He works, sleeps, eats, breathes the mission 24 hours a day to a degree that I haven't seen with other people. (10:48) There is no 50% mode in Demis. There is not even a 99% mode in Demis. There is only 100%. (14:39) The slightly warped way I took that was: how do you know you've done your best? The only way I could know is basically if I push myself to the point just before death, because that is literally when you have done your best. (19:07) When he signed up for a game he liked to feel that he could win. (20:44) He saw no reason not to start a company and so he did. (22:40) Demis on what losing feels like to him: It's like my soul is on fire. (25:34) Demis was an extreme case of an authentic entrepreneur, not a mercenary who starts with a desire to get rich from a startup then casts around for a plausible idea, but rather a missionary who feels compelled to work on a particular challenge then starts a company as a way of tackling it. (25:57) The good thing about missionaries is that they never quit. Even if they have to work around the clock and pay themselves nothing. They will keep obsessing about the problem. (26:08) Peter Thiel on Demis: “I always say that people aren't really entrepreneurs in the abstract, but there's maybe one great company that somebody has in them. It was Demis's destiny to build this one.” (26:30) "If you invent a breakthrough in artificial intelligence so machines can learn, that would be worth 10 Microsofts." — Bill Gates (32:09) We only wanted hardcore believers. We would go to conferences and tell people we are starting an AGI company. 80% of the people would roll their eyes at us, literally roll their eyes at us and turn around and walk away. We figured that this was a very efficient way to discover who we should be talking to. (32:50) Blessed are those who believed before there was any evidence. (34:17) The way Demis saw things, true general intelligence would make almost anything possible, surpassing the internet, the printing press, or even the industrial revolution in importance. (35:22) Elon had declared that humans needed to colonize Mars in case disaster struck Earth. Demis had countered that killer AI robots might be one such disaster, but that the AI could obviously follow humans to Mars if it wanted to. (36:25) Peter Thiel felt instinctively suspicious of a fellow chess player. A man who had spent his formative years mentally crushing opponents should be treated with caution, Thiel reckoned. (37:07) I'm talking about the biggest invention ever, and investors keep coming back to "Where's the widget?" and I'm like, "I'm going to revolutionize all widgets, so I can pick you a random widget if you want me to, but you obviously haven't got the point if you're asking me this." (37:42) He [Larry Page] was basically telling me, maybe you could build a company like Google, but it would take the best part of your career. If my real mission was to build AGI, then why don't I use all the resources that he's accumulated? I thought that was a pretty good argument. (38:50) Elon tries to buy DeepMind (42:33) Sam Altman emails Elon: "I've been thinking a lot about whether it's possible to stop humanity from developing AI. I think the answer is almost definitely not. If it's going to happen anyway, it seems like it would be good for someone other than Google to do it first." (43:18) If you have powerful people who are able to understand the impact of the technology, they're not just gonna sit on the sidelines. (44:08) Humans had not understood how little they had understood. (44:31) As Peter Thiel said of Demis, "Geniuses are seldom brilliant in a general way. They tend to be brilliantly suited to a particular mission." (46:50) Demis was far more original and far more of a contrarian than most of the self-identified contrarians of Silicon Valley. (48:11) When Demis solves something big, he doesn't pause to spend much time savoring the achievement. (48:49) You definitely can't crack a hard problem if the person leading the team thinks it's not possible. (54:05) This is my whole life's work. I have to do what's necessary. The mission is in me; it's infused in me. You can't separate it from me. (54:28) Demis's core theme is that money and power were not ends in themselves. They were a means to scientific knowledge.

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Rafael Vivas
Rafael Vivas@rfvivas·
Very cool project. Few questions for you: 1. When a round starts do the models have access to previous battles and context? 2. Do all models have access to the same context? 3. Is there a reinforcement learning loop setup for the models? It'd be cool to see how their strategies and W/L ratios change with more data.
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Nick Levine
Nick Levine@status_effects·
budok-ai tournament - semifinals #1! gpt 5.4 vs gemini 3.1 pro. after struggling with cowboy, gemini switches to wizard to tie things up after two games. 3rd round, very intense. Comes down to the last exchange - Gemini as wizard advances to the finals with 92 hp remaining!
Nick Levine@status_effects

running the inaugural budok-ai tournament. eight models seeded with the artificial analysis intelligence index. each round is best of three. models get to pick what character they want to play (cowboy, ninja, wizard, robot, mutant), and can change characters in subsequent games in response to the results.

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Rafael Vivas retweetledi
UberFacts
UberFacts@UberFacts·
The average U.S. gamer is 36-years-old
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Rafael Vivas retweetledi
Axon by AppLovin
Axon by AppLovin@AxonAdsManager·
Wayfair takes a very simple approach to new channels: test them. In this clip, Morgan Brown, @Wayfair's Head of Paid Media, explains how they evaluate new platforms, with real incrementality tests and strict ROAS thresholds. They ran a state-level holdout test with Axon by AppLovin and saw higher revenue where Axon was live. The unlock was Axon deploying their spend across their full creative mix and quickly learning what worked. When the data cleared their ROAS threshold, the signal was clear. For e-commerce and DTC teams focused on measurable growth, this is how serious testing gets done.
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Rafael Vivas
Rafael Vivas@rfvivas·
@bcherny This feature couldn't have rolled out at a better time.
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Boris Cherny
Boris Cherny@bcherny·
Released today: /loop /loop is a powerful new way to schedule recurring tasks, for up to 3 days at a time eg. “/loop babysit all my PRs. Auto-fix build issues and when comments come in, use a worktree agent to fix them” eg. “/loop every morning use the Slack MCP to give me a summary of top posts I was tagged in” Let us know what you think!
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Founders Inc
Founders Inc@fdotinc·
this guy built openclaw for your home, it blew up on tiktok. 40M+ views. so he just shipped his first 1,000 units, from a garage:
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ron | e-comm owner & operator
i love playing the e-comm and company building game so much that i actually have to make sure i dont spend too much time on it to balance my life i think it literally engages the same part of my brain as when im playing video games im addicted
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Pablo DBC
Pablo DBC@dogballcapital·
How big would it be if $APP just did a live stream for retail investors & users of the platform on a social media forum? No moderator, just Adam & Matt and a camera Having the people (regular customers and investors) behind the company always helps and it’ll help spread the name
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Aaron Orendorff
Aaron Orendorff@AaronOrendorff·
Lowkey we’re doing another one of those cracked online events in Mar. It is about paid growth. 9ops.co/gnt9ao
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Mike Beckham
Mike Beckham@mikebeckhamsm·
We are working on a list of the top 100 most successful/interesting ecommerce brands. Our goal is to interview all of them with @9operators. Who would you nominate to be on the list?
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ExAdTechQuant
ExAdTechQuant@Ad_Quant·
Mr @rfvivas we would ask the following to Adam the Anaconda : (1) wen new IR team coming? We need the IR team to be louder than the cult. (2) where does the anaconda vacation before each ER? He is always perfectly bronzed. (3) Can Matt smile a little more on the calls? (4) next time these shorts attack, we need the company to attack back. The cult can amplify the message (5) can we shut some of these negative DTC guys down? Drown them in test budgets and account management until the platform works for them. Make them believe. That is all mate. You guys keep executing, and the cult will continue to grow. Last question, how many likes for the AppLovin X Cult executive team to get an invite to the next company offsite? @Nietschecapital @dogballscapital @CapexAndChill
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