Roy Andrew Ng

MyPOV: Recent calls on the demise of SaaS with AI miss the point. @royandrewng puts this all into perspective when digital labor, exponential scale in AI, and new models come into play. Software is still eating the World because AI is software. Read the blog post here! constellationr.com/research/blog/…

News Analysis: Yes, Software is Still Eating the World constellationr.com/research/blog/…

Today, I'm excited to share the launch of @Seneca_Systems. Seneca's mission is end the wildfire threat across 500 million acres in the US and allied nations by 2035. 115 million Americans live with fire risk. Fire costs our nation ~$1 trillion annually. It destroys our most precious wild spaces and natural capital. And for those of us who call the American West our home, this is personal. We must face this head on. It is time that we bring firefighters the next-generation tools that heroes deserve. Seneca is building the modern fire arsenal for the highest risk period in our history. Our first product is an autonomous, AI-powered, rapid response fire suppression drone system. We are proud to be backed with $60 million led by @caffeinatedcap and @convectivecap with participation from @firstround , @TransitionVC, @DCVC, @offlineventures, and others. There is no question that fire risk is growing. But we must innovate to be resilient. This is not a battle we can lose. Many thanks to the amazing Seneca team. Proud to be in the fight with you all. @nhfoley @billclerico @adrianaoun @johnclarkemills, @DrLoriMM, Chief Rick Balentine. And capital partners @NextViewVC @bullpencap @advanceventurepartne Advance Venture Partners, @stepstonegroup, Roar Ventures, Good Friends, @slow, @mhs Slow Ventures, MHS Capital,

@BillAckman @elonmusk Same, keeping lifetime free charging is a big consideration

@elonmusk I would love to get a new model X but I have been too busy to do so and I don’t want to lose my free charging. If you make it easy to trade in an old model on fair terms and I can keep my free charging, I would buy a new Tesla tomorrow.

Please reply to this post with any difficulties you may have had in trying to buy a Tesla. Our goal is for the purchase and delivery experience to be fast and simple, with accurate answers to your questions. The key test is that you would recommend it to a friend.

A classic case of Fake News. This @politico article is misleading at best, and politically motivated at worst. Politico claims that DOGE’s cost savings are somehow not real because DOGE is using a “faulty” methodology predicated on ceiling values. Politico argues that the ceiling “can far exceed what the government has actually committed to pay out.” Theoretically true, practically false: the government WILL likely max out to the ceiling! In federal contracting, ceilings matter because they are almost always maxed out. For example, an analysis of the last 3 years of FPDS data shows that: -of the 5.3M awards at contract end in FY22, 97.64% were spent to the ceiling -of the 5.4M awards at contract end in FY23, 97.84% were spent to the ceiling -of the 5.4M awards at contract end in FY24, 98.12% were spent to the ceiling We think there’s a pattern here that perhaps a more intrepid reporter might have uncovered. Ceiling minus obligations is true savings in government contracting, making the $20k credit card analogy lazy and trivializing the very real work of protecting taxpayer dollars by using cheap jabs like ‘time for lunch.’ This is also why lowering ceilings is real savings. It prevents unpoliced “drunken sailor” spending. For extra measure, DOGE reviews entries with agency partners and makes adjustments as reported. We don’t pad results; the math is conservative, and the savings are real. If Politico is still struggling with 'why' ceiling is in fact the right way to measure savings and is not in fact “an accounting trick,” we invite them to personally guarantee a sample of government contracts for the full ceiling amount. That should clarify things. We can agree on one thing, though: Congress needs to pass more rescission packages so that the unused funds go back to the Treasury instead of being spent by default.

Wow

So excited to be joining @openai and contributing to its mission. Thank you @sama for the opportunity- it will be such a privilege to work with such a talented team on one of the most important and ambitious endeavors in history. I’ll remain CEO of @Instacart for the next few months and Chair of the board after that; I’m so grateful to my Instacart team for the amazing ride we had together, and I look forward to supporting the next CEO during the transition.

Flexport's team was able to reverse engineer the formula the Administration used to generate the "reciprocal tariffs." It's quite simple, they took the trade deficit the US has with each country and divided it by our imports from that country. The chart below shows the predictions of this formula plotted against the actual new tariff rates.

Everyone needs to remember this...

new blog: triangle of talent

This chart is insane. AI has now enabled the creation of the fastest growing software product maybe of all time.

o m g

San Francisco's call for accountable leadership, service, and change has been heard. I am both humbled and inspired by the great honor and privilege of serving you—the people of San Francisco—as your next Mayor. Thank you to everyone who worked tirelessly on this campaign, and to my wife Becca, our children, and my entire family for their unwavering support. Most importantly, thank you to the people of San Francisco for placing your trust in me. Yesterday, I received a gracious call from Mayor London Breed, who offered her assistance during this transition. We’re both committed to working together to prepare for the hard work ahead. I entered this race not as a politician, but as a father who couldn’t explain to my children what they were seeing on our streets. For my family, and for so many others, this campaign was about fighting for the city we love. Together, we defied cynicism and proved that hope is alive and well in San Francisco. But hope alone isn’t enough. We must turn this hope into action and results. Our mandate is clear: deliver clean and safe streets, address our drug and behavioral health crisis, shake up a corrupt bureaucracy, build housing that our neighbors can afford, support our hardworking small businesses, and revitalize our downtown. To achieve this, we must be courageous, compassionate, and honest. I want to assure you that the administration we’re building will reflect the diversity, passion, and dedication of San Francisco itself. The people I hire will not serve me—they will serve you and your vision for a city that listens and delivers. As we celebrate this victory, I know many of us feel deep concern about the state of our country. Under my watch, San Francisco will stand as a beacon of inclusivity and progress, committed to defending the rights of all of our neighbors. We will address the challenges of our times with integrity and compassion. As your mayor, I will take aim at the problems that need solving right here in San Francisco, because that is what the people of this city have elected me to do. Together, we must roll up our sleeves. Because when San Francisco wins, we all win. I am deeply grateful for your belief in me, and I am more hopeful than ever that San Francisco, the city we love, will rise again.

Undergrad Scale: Harvard + MIT + Stanford + Princeton = 25,500. @UCBerkeley = 33,400. Excellence at scale.

It’s an HONOR to be in Berkeley.. THEY’VE BEEN HERE SINCE MIDNIGHT 🗣🗣USA USA USA COLLEGE FOOTBALL RUNS THRU OUR SOUL #CollegeGameDay

ESPN GameDay. Go Bears.

@DHLGlobal needs to get with the times - delivery turnaround time and customer service is abhorrent. It’s really time to upgrade your IT systems.

No matter your politics, these new numbers are shocking. Of the 7 million migrants that ICE released while their cases are being processed, 663,000 have criminal histories, 13,000 were convicted of homicide, 16,000 of sexual assault, and 1,845 face homicide charges. 😬

Just to be clear: 84-year-old Nancy Pelosi and 83-year-old Jim Clyburn are declining to dissuade 81-year-old Joe Biden from running against 78-year-old Donald Trump.

From a longtime Biden adviser: