Sid Dani

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Sid Dani

Sid Dani

@siddaniagi

head of ai @ samba

San Francisco, CA Katılım Temmuz 2013
421 Takip Edilen491 Takipçiler
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Sid Dani
Sid Dani@siddaniagi·
If you’re going to try, go all the way. Otherwise, don’t even start. If you're going to try, go all the way. This could mean losing girlfriends, wives, relatives, jobs and maybe even your mind. It could mean not eating for three or four days. It could mean freezing on a park bench. It could mean jail. It could mean derision, mockery, isolation. Isolation is the gift. All the others are a test of your endurance, of how much you really want to do it. And, you’ll do it, despite rejection and the worst odds. And it will be better than anything else you can imagine. If you’re going to try, go all the way. There is no other feeling like that. You will be alone with the gods, and the nights will flame with fire. DO IT. DO IT. DO IT. All the way You will ride life straight to perfect laughter. It’s the only good fight there is.
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Sid Dani
Sid Dani@siddaniagi·
i urge you to create evals for your ai agents/agent harness yes u still need evals
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Sid Dani
Sid Dani@siddaniagi·
Nobody discusses this, but building evaluations for agent harnesses is really hard.
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Avid
Avid@Av1dlive·
this is the next $100B opportunity in ai , most will miss it's harness engineering what this agentic engineer reveals is insane >The model is almost irrelevant. The harness is everything >every failure is a signal about what the environment needs. >when agent throughput far exceeds human attention, corrections are cheap and waiting is expensive most people will ignore and bookmark. be different.
Rohit@rohit4verse

x.com/i/article/2028…

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Sid Dani
Sid Dani@siddaniagi·
dana white will burn down his own house down over hubris
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Sid Dani
Sid Dani@siddaniagi·
everything on amazon is sold out is this because of the amazon data center that was bombed recently?
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Nicolas Bustamante
Nicolas Bustamante@nicbstme·
Why do I need openclaw? Am I missing out? I run Claude Code from my phone with /remote-control. It has access to my filesystem, professional and personal Drive and emails with GogCLI, my sms etc. It seems like 80% of the value prop without the security headache and token cost.
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Sid Dani
Sid Dani@siddaniagi·
Why are people gravitating towards OpenClaw rather than using Claude Agent SDK, even though Claude Agent SDK is better?
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Sid Dani
Sid Dani@siddaniagi·
bro people have openclaw mania, claude agent sdk is superior
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Sid Dani
Sid Dani@siddaniagi·
this is a big deal. people are sleeping on it. but the innovation and disruption will change the face of financial institutions. @RobinhoodApp
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Sid Dani
Sid Dani@siddaniagi·
The framework I'm watching: • Who owns the compute wins the decade • Energy = the new bandwidth constraint • Software margins will compress before they recover The $500B capex cycle isn't a bubble. It's a foundation. What's your read? #AI #Tech
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Sid Dani
Sid Dani@siddaniagi·
The Contrarian Take: Salesforce just guided below consensus and dropped 3%. Software stocks have been the trade-down this cycle. Jensen Huang said: "Markets got it wrong" on AI disruption to software. Somebody's right. We'll know within 18 months.
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Sid Dani
Sid Dani@siddaniagi·
Big Tech will spend ~$500B on AI infrastructure in 2026. That's more than the entire GDP of Sweden. And we're only in the early innings of this capex cycle. Here's what the numbers tell us 🧵
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Sid Dani
Sid Dani@siddaniagi·
The framework for this moment: Ask not "which AI company wins" — ask "who owns the picks and shovels?" Chips. Power. Cooling. Networking. Data centers. The gold rush is real. The miners are already rich. The question is who supplies them. What's your read? #AI #Investing
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Sid Dani
Sid Dani@siddaniagi·
But here's the contrarian read: Salesforce just guided down. PayPal is a rumored acquisition target. While hyperscalers spend $80B+ on infra, legacy software is being hollowed out. The AI build-out isn't rising all boats. It's reshuffling enterprise value — fast.
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Sid Dani
Sid Dani@siddaniagi·
Meta just committed $60B to AMD chips over 5 years — while 7 Big Tech giants agreed to build their own power grids for AI. This isn't an arms race. It's the construction of a new industrial economy. Here's the investor framework you need 🧵
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