Philip Seifi

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Philip Seifi

Philip Seifi

@seifip

Making every M&A deal possible @ColabraHQ | Cross-pollinating between industries and cultures. | Nomad entrepreneur 🌎 investor 🦄 designer 🌸 hacker 💻 | ODF7

San Francisco, CA Katılım Kasım 2007
2.5K Takip Edilen936 Takipçiler
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Philip Seifi
Philip Seifi@seifip·
Internet may seem like a dangerous place, Fake news, filter bubbles… Lenny Face ( ͡° ͜ʖ ͡°) I also admit that it can be distracting, But wait, are we sure we’re not overreacting? 1/
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Thijs
Thijs@cdngdev·
i gave 5.6 sol access to my camera roll and had it extract pictures of every piece of clothing i own from my photos then, told it to find new outfits for me and render them on me with gpt-image! its kinda cool to see your entire wardrobe in a collection like this
Sam Altman@sama

i'd love to see interesting things people have built with 5.6 sol. i will send the person who made the coolest thing a special gift from the openai archives.

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Captain Insight
Captain Insight@CaptainInsightX·
"You have been studying capitalization for years" might be the greatest line of code ever written
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Philip Seifi
Philip Seifi@seifip·
Most European countries have on average YOUNGER housing stock than the US… France, Netherlands, Malta, Cyprus, Ireland, Greece, Latvia… in some of these as much as 40-60% of all housing was built AFTER 2000! A good comparison is NYC vs Berlin… in terms of protection/landmarking, NYC has a higher % of buildings protected as heritage than Berlin, overall older housing stock, and both have similar climate, yet NYC has 90% AC ownership rate while Berlin has 15% On the other extreme, Venezia, with one of the more historical urban environments in Europe, has the highest AC ownership in Italy’s 70% 🤷
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Nicolas Colin
Nicolas Colin@Nicolas_Colin·
I don’t understand the whole “AC in Europe” debate. The controversy mostly exists to avoid a much simpler reality: you cannot roll out air conditioning across Europe at the scale and speed needed to solve immediate problems such as the current heatwave. Several factors are at play: • Europe did not used to experience this level of heat. Climate change has changed the picture, and relatively quickly. • Much of Europe’s building stock is old, often centuries old. These buildings were designed to moderate temperature with features such as thick walls and natural ventilation, not to accommodate modern air conditioning systems. • Those historic buildings are a huge asset. Their façades are part of what makes European cities attractive and economically valuable. You cannot simply cover them with external AC units without damaging that heritage. • Even with strong political will, who would pay for a continent-wide retrofit that preserves historic architecture? The cost would run into hundreds of billions of euros. • And even if the money were available, could manufacturers produce the equipment fast enough? Could installers be trained and hired quickly enough? Europe already faces labour shortages in many skilled trades. So where would the workforce come from? More immigration? That would simply create another round of the same xenophobic arguments that already dominate public debate. So that’s the short version: Europe will not have universal air conditioning anytime soon. Much of its building stock was not designed for it, and the necessary resources, money, industrial capacity, supply chains, and labour simply do not exist at the required scale. Air conditioning will spread, and in many places it already is. But it will happen gradually, starting with newer buildings where installation is easier and cheaper, and expanding as investment, production capacity, and skilled labour grow. There may even be an upside. As modern buildings become better adapted to hotter summers, some of the premium currently attached to beautiful old buildings may diminish, making them more affordable. In the meantime, people invent cultural controversies. Americans, in particular, seem unable to resist them. A European heatwave somehow becomes another opportunity for Europe-bashing, social media outrage, and people taking sides in a debate that ignores the practical constraints. It’s much easier to argue about why Europe doesn’t have air conditioning than to explain how you would install it across an entire continent.
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Howard Luks MD
Howard Luks MD@hjluks·
Don’t let your life 'narrow'. I’ve been an orthopedic surgeon for 30 years. The thing I watch happen to people — more than any injury or surgery — is what I call the narrowing. Most of my patients have no idea it’s happening. They think it’s just aging. It’s not...
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The Nobel Prize
The Nobel Prize@NobelPrize·
“The best strategy is to do 100 things and hope that some of them work – and if they don’t, do another 100 things.” - Economic sciences laureate Edmund Phelps on how to encourage entrepreneurs
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Philip Seifi
Philip Seifi@seifip·
I’m collecting early interest here: yugaku.xyz Especially curious: - Which games? - Which languages? - Migaku, Anki, or standalone SRS?
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Philip Seifi
Philip Seifi@seifip·
The prototype works with Migaku, but it’s duct-taped through the browser extension. A tiny local API for lookup + known-word status + card creation would make this 10× faster & cleaner. Would love to see @MigakuOfficial open this up... feels like there’s a real third-party ecosystem hiding here.
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Philip Seifi
Philip Seifi@seifip·
Games are better immersion than Netflix: more repetition, more attention, more context, more hours. Migaku covers browsers + video. Games are still painful. So I built Yugaku: a game overlay for sentence mining. Chinese/Japanese/Korean games → known words, quick lookup, SRS-ready cards. Demo:
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Philip Seifi
Philip Seifi@seifip·
fwiw markets have averaged 7% after inflation
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molson 🧠⚙️
molson 🧠⚙️@Molson_Hart·
In order for this to happen: 1. 10.5% returns over 34 years when market is at crazy valuations and USA averaged 7% over its peak years 2. No change in tax code - the USA govt will let young people keep their 401ks when pension hungry boomers are majority and vote at 70%+ rates 3. No broker or bank default 4. No personal need for the cash whose distributions are tax penalized 5. No civil war, communist revolution, invasion in the US 6. No change in management behavior around fiduciary duty 7. No major inflation in cost of living wiping out nominal gains You may think one or two of these are unlikely but in aggregate, the idea that this person will turn $100k into $3 mm without doing anything (because this idea has been heavily marketed to us) is abject fantasy.
Darrell Aden@darrelltalksfi

Even if I didn’t contribute another dollar, $100k in my 401k at 31 will be roughly $3M by 65. That’s what 34 years of compounding will do.

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Tech Buzz China
Tech Buzz China@TechBuzzChina·
ByteDance's AI business is increasingly split between two very different stories. Doubao has more than 200 million daily active users, making it one of the most widely used AI products in China. Yet daily revenue is reportedly less than RMB 1 million ($140K USD), with most of it coming from e-commerce commissions rather than direct AI monetization. Seedance, ByteDance's AI video generation platform, looks very different. According to Chinese media reports, it has reached roughly RMB 1 billion in monthly revenue (about $140 million), equivalent to around $2 billion in annualized revenue, with gross margins reportedly near 70%. Nearly all of that revenue comes from enterprise customers. The contrast suggests that the debate over consumer versus enterprise AI is becoming less theoretical. According to reports, ByteDance leadership visited Anthropic and subsequently increased its focus on enterprise AI. The company expanded teams supporting coding models and reportedly set ambitious growth targets for its Model-as-a-Service business. Seedance has become the clearest example of that strategy. Video generation workloads can run efficiently on lower-cost domestic chips, avoiding some of the communication bottlenecks that make large language models expensive to serve. More importantly, customers are paying for a concrete output that directly reduces production costs. Doubao highlights the challenge on the consumer side. Despite massive usage, monetization remains limited. Chinese users have grown accustomed to free digital services, and the rise of open-weight models such as DeepSeek has reinforced expectations that AI chat should be free. Unlike in the U.S., large-scale willingness to pay for AI subscriptions has yet to emerge. ByteDance's response is to keep investing. The company is reportedly planning more than RMB 200 billion ($28 billion) of capex in 2026, roughly 60% of its estimated 2025 profit, while betting that enterprise products such as Seedance, coding tools, and MaaS offerings can grow into that infrastructure spend. We've argued before that Chinese AI apps have been very successful at acquiring users but much less successful at monetizing them. Seedance's reported margins show that meaningful revenue will accrue in areas where AI delivers a measurable business outcome rather than a consumer convenience. All revenue and margin figures come from LatePost. Reported margins also depend on assumptions around data-center depreciation, and recent reports suggest Seedance's growth may already be slowing. Even with those caveats, the contrast between Doubao and Seedance may be the clearest sign yet that AI value creation in China is shifting from consumer reach toward enterprise spending.
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Siqi Chen
Siqi Chen@blader·
not a single person on this list was born a billionaire the world that i want to build, live and vote for is a where this will continue to be true every generation, except the numbers keep getting larger
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Philip Seifi
Philip Seifi@seifip·
@brian_armstrong @paulg A shorter way to prompt AI in that direction is to ask it to "maximize the data-ink ratio," as Edward Tufte would say.
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Brian Armstrong
Brian Armstrong@brian_armstrong·
.@paulg's quote is a good prompt for your agent to make anyone's writing more concise "strive to make my writing unsummarizable, in the sense that it has so little fluff left in it that if you take any words out, as summaries by definition do, you lose a lot of interesting ideas" i've been testing voice dictation, which then runs through this prompt, for messages to colleagues
Dor@dorvonlevi

The most frequent feedback I get (especially at @coinbase) is that I could be more concise, or "Can you make this into a bullet point?" My usual defense was that I'm not trying to transfer information. I'm trying to infect people with a way of thinking or an idea. The bullet gives you the conclusion without the path, and the path is what changes how you see the next ten problems. And while I agree with my defense, it can also be an excuse. I kept trying to be more concise, but I didn't have a good forcing function for it, because "the idea needs room" justifies any length. This tweet from @paulg last week really stuck with me. I think about it every time I write now. (my agents too) P.S. This could probably be summarized better.

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Karine Hsu
Karine Hsu@karine_hsu·
wow sick new billboards from openai
Karine Hsu tweet mediaKarine Hsu tweet mediaKarine Hsu tweet mediaKarine Hsu tweet media
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Alex
Alex@alexgilev·
One of the best videos Apple has made to date...
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LeoDaVinciWave
LeoDaVinciWave@LeoDaVinciWave·
A public art installation titled "Bridging Home" (2010) by the South Korean artist Do Ho Suh.
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Aidan Clark
Aidan Clark@_aidan_clark_·
“wow you really must love mango orange”
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