David

237 posts

David

David

@siliconcow

Ex-Google engineer building things... AI-validated business justifications https://t.co/ko3oQE7Dap, OSS tool to optimize token spend https://t.co/qCKQeKAyxn

Katılım Haziran 2009
281 Takip Edilen46 Takipçiler
David
David@siliconcow·
@ZacksJerryRig This is under-appreciated but american healthcare is essentially an unbounded liability. You may think you're covered but if you use it for expensive care, you may your claim denied (which is a growing 20% of the time) and you're now facing medical bankruptcy.
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David
David@siliconcow·
@paulg @AOC Technically, it's not really "normal" for singers to be billionaires. They're a beneficiary of special interests entrenching their market power via intellectual property which is a society granted monopoly that has been heavily protected and extended by corporate interests.
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Paul Graham
Paul Graham@paulg·
@AOC For example, Taylor Swift and Beyoncé are both billionaires. Do you believe that they earned their money?
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Alexandria Ocasio-Cortez
Someone can certainly *make* a billion dollars. That’s not the same thing as earning. Growing fast and disrupting markets also often means chasing and wielding market power, political influence, and scale. Take Airbnb. They heavily lobby politicians against passing housing laws to protect working class residents because it’s bad for their business model. Airbnb could not exist at its current scale and size without the housing market destabilizations, displacements, and exploits that are supercharging the evictions of working people everywhere from Puerto Rico to Jackson Hole. Now young people are planning for a future where they will never be able to afford to own a home while others have 20 and live off renting it out to them at extortionate rates with zero protections. Yes, a tiny amount of people can make billions of dollars doing that. And millions of everyday Americans are bearing the cost.
Paul Graham@paulg

Sure you can earn a billion dollars. I've been teaching people how to do it for 20 years. The way you do it is to start a company that grows fast. You don't have to do anything bad to make a company grow fast. You just have to make something people want. paulgraham.com/ace.html

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David
David@siliconcow·
@paulg It's still essentially correct that many/most businesses (and their billionaire owners) may have initially made something people wanted but then figured out a moat that gave them persistent market power without actually needing to make a new/better product.
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Paul Graham
Paul Graham@paulg·
Sure you can earn a billion dollars. I've been teaching people how to do it for 20 years. The way you do it is to start a company that grows fast. You don't have to do anything bad to make a company grow fast. You just have to make something people want. paulgraham.com/ace.html
Marco Foster@MarcoFoster_

AOC: “There’s a certain level of wealth and accumulation that is unearned. You can’t earn a billion dollars. You just can’t earn that. You can get market power, you can break rules, you can abuse labor laws, you can pay people less than what they’re worth, but you can’t earn that”

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David
David@siliconcow·
I'm building clawfs.dev (OSS) - a pretty complex agent-first shared filesystem. I've built a harness to automatically performance tune which is a good way to burn down extra usage. I also have a research agent I've built for consulting work that can easily burn through a whole Max subscription.
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Sam Altman
Sam Altman@sama·
i would like to talk to people who have built amazing things with 5.5 that weren't possible with earlier models. i am especially interested in examples that took ludicrous token budgets. thanks.
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David
David@siliconcow·
@theallinpod Telling people who are mentally ill to avoid treatment is pretty irresponsible. Some people can't stop ruminating and they need help to build the tools to enable them to stop on their own. CBT has been shown to be helpful here.
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The All-In Podcast
The All-In Podcast@theallinpod·
“Rumination is the path to unhappiness.” - J Cal “Nobody gives a sh*t about your feelings.” “It's only going to make you miserable.” “Just do what I've been doing for 30 years: Retardmaxxing.” “All you have to do is work. Start new projects, 9 out of 10 fail. One wins, and you're golden. Go sit courtside at the Knicks game.” “Keep going. Just keep moving forward. Don't write anything down.”
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David
David@siliconcow·
@justic_hot @pmarca or the increased utility costs for the infrastructure even if it is 'behind the meter' or the asthma your kid gets because of the increased pollution from the gas turbine used to run it.
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tang | AI Product Maker
tang | AI Product Maker@justic_hot·
@pmarca the building itself is usually fine. what actually pulls people out to council meetings is the substation footprint and the 480kV transmission corridors that have to come with it
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David
David@siliconcow·
@nfergus @Caltech The political ideology of these shooters is rarely legible but please use this as a springboard for another half-dozen anti-woke opinion pieces. That contribution of totally novel thinking will totally solve the problem
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Niall Ferguson
Niall Ferguson@nfergus·
For those wondering how on earth a @Caltech graduate becomes a would-be assassin, this is your reminder that the Great Awokening was especially demented in California, and that there is no pendulum magically swinging back to sanity in the established universities.
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David
David@siliconcow·
@crypt0lake I am getting lazy vibes. I asked it to create a FastAPI backend and it used the http server in the Python standard lib. I asked it to migrate it which it did but without using any of the FastAPI idioms and wrote some hacky bs to avoid migrating the tests.
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cryptolake
cryptolake@crypt0lake·
5.5 is absolutely retarded and tries to do way more than needed absolute bench maxing
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David
David@siliconcow·
@championswimmer @joshuakarthikr Much better off with a MacBook Neo and a max subscription (or three). Once the model providers run out of VC money to burn and jack up the rates, then maybe we all run DeepSeek V6 or whatever is SOTA.
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Arnav Gupta
Arnav Gupta@championswimmer·
@joshuakarthikr I have a 128GB MBP and also separately a 128GB Beelink MiniPC which I bought for the express purpose of tinkering with local LLMs. I don't think the value proposition is there *yet* for people who are not tinkerers/developers. Unless you need the device anyway.
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Joshua Karthik
Joshua Karthik@joshuakarthikr·
Buy that 48GB or 64GB MacBook Pro if you know what you’re doing with Claude or Codex. You’ll make that money back. Never have I seen a clearer vision of this than now. Hardware cost is the investment. And it’s trivial compared to the value it unlocks.
Julien Chaumond@julien_c

This is where we are right now. And i’m not gonna lie it feels pretty magical 🧚‍♀️ Qwen3.6 27B running inside of Pi coding agent via Llama.cpp on the MacBook Pro For non-trivial tasks on the @huggingface codebases, this feels very, very close to hitting the latest Opus in Claude Code, or whatever shiny monopolistic closed source API of the day is. In full airplane mode. Most people haven’t realized this yet. If you have, it means you have a huge headstart to what I call the second revolution of AI. Powerful local models for efficiency, security, privacy, sovereignty 🔥

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@jason
@jason@Jason·
We started an AI founder twitter group... reply with "I'm in" if you're a founder and want to be added
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David
David@siliconcow·
@bgurley Kimi 2.6 is good but it's still more like a Sonnet replacement than an Opus killer. (I built a tool to measure exactly this - repogauge.org)
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David
David@siliconcow·
@Jason If you need this level of pervasive monitoring to know who is adding value to your organization you're already pretty lost.
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@jason
@jason@Jason·
Studying of teams with AI is the trend of 2026 1. Study your workforce with apis, key loggers and screen recording 2. Find out who isn’t working (fraudsters) and fire them 3. Find out who is simply taking credit for other peoples work (fraudsters as well) 4. Figure out who is doing light middle management work that can be automated — and slowly move them up or out depending on skills 5. Figure out who actually does the work and give them a promotion 6. Run lean and fast, watch earnings sore and stock price surge All the fake email and reporting jobs are going away — and that’s a good thing for society, because those folks should move on to actual productive work
Evan@StockMKTNewz

Mark Zuckerberg and Meta Platforms $META just sent a memo to employees saying Meta Platforms is installing a new tracking software on the computers of all employees in the United States 🇺🇸 so it can train its AI Meta said the tracking tool will run on a list of work-related apps and websites The tool will capture stuff like mouse movements, keystrokes and screenshots of what the employees are seeing on their screens - Reuters

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David
David@siliconcow·
@GergelyOrosz Use the right models for the right work. Most of the time you can get away with a cheaper model if the task has been broken down and well defined by a larger model. Here is a sample report for an OSS tool I am working on to help with this: repogauge.org/sample_report.….
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Gergely Orosz
Gergely Orosz@GergelyOrosz·
Hearing stories from inside several tech companies that token spend is MUCH higher than forecasted, and 📈 If you're in this situation, what is your strategy, or your team's / company's strategy? Send a DM and I'll share what I've collected so far.
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David
David@siliconcow·
@Jason It's a totally great place to live, you know when it's not uninhabitable 25% of the year.
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@jason
@jason@Jason·
move your company to Austin and all your team members will love you... because they'll save 50% on housing and ~12% on taxes. Quality of life goes up 35% -- minimum. Like giving your team a 30-40% raise out of the gate. note: you will need to let the work remote in July since it's H.A.B. here!
@jason tweet media
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Steve Yegge
Steve Yegge@Steve_Yegge·
My tweet last week about Google's AI adoption drew a lot of pushback, to say the least. Since then, Googlers from multiple orgs have reached out to me independently and anonymously. They've expressed fear of being doxxed, concern about what they saw as bullying of me, and general corroboration of my original tweet. I haven't verified each person's story, but the picture these Googlers paint is consistent across sources. It is more specific than what I originally wrote, and somewhat bleaker. What they describe is a two-tier system. DeepMind engineers use Claude as a daily tool. Most of the rest of Google does not. When the question of equalizing access came up internally, the proposed response was to remove Claude for everyone — which DeepMind objected to so strongly that several engineers reportedly threatened to leave. Non-DeepMind engineers get pushed onto internal Gemini variants behind router-style names that obscure which underlying model is actually serving a request. Multiple engineers describe regressions and reliability problems severe enough that some senior people have stopped using the tools. A senior manager on a major product line reportedly flagged attrition concerns over exactly this issue. Googlers say leadership knows the gap is real. The response has been to mandate AI usage in OKRs and individual expectations, and to stand up an internal token-usage leaderboard. Unfortunately, managers have been told both that the leaderboard won't be used for performance reviews and, separately, that it absolutely will. And I hear other stories that Google's culture is not adapted properly yet for high-volume coding. Addy Osmani's reply on behalf of Google said over 40,000 SWEs use agentic coding weekly. I don't doubt the number. But weekly use of a thin tool is precisely the box-checking I described in the original post. Volume of opens isn't adoption — and "weekly" is a low bar that includes a lot of people who tried it once and went back to writing code by hand. The clearest thing I'm hearing is that Googlers do want to use high-quality agentic tools. They are asking repeatedly for better ones. But overall, this is not a picture of an engineering org that is fine. My goal in the first tweet, and now, is always the same — get more people using AI and agentic coding. Nobody is as far ahead as they might look from the outside, and none of you are as far behind as you might be worried you are. To all the Googlers who've reached out: thank you. You took a real risk and I appreciate you. Be safe. And good luck getting good models!
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David
David@siliconcow·
@dhh Kimi is my go-to for junior-engineering work. For harder problems I do a 'fresh-eyes' review with Opus. (here is a sample report with a tool I am working on to show it can hold its own against 5.4-mini and Sonnet repogauge.org/sample_report.…)
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David
David@siliconcow·
@geteviapp @Steve_Yegge I'm still relatively bullish and still own an outsized amount of GOOG. The internal tech is solid, they just need to get out of their own way to build better products.
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Evi
Evi@geteviapp·
@siliconcow @Steve_Yegge They should have really invested in OAI when folks were asking for money in 2023, but Demis et all were too proud of themselves :)
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David
David@siliconcow·
@GergelyOrosz Security Team: This thing is a spider-nest of vulns with no actual technical enforcement of anything they claim in their boilerplate employee policies. CEO: Our investors are their investors, make it happen. Security Team: Oh, okay.
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Gergely Orosz
Gergely Orosz@GergelyOrosz·
The Vercel security breach is a reminder that each and every SaaS tool your team uses IS a security risk of its own - especially if they need broad data access to eg email, internet docs etc (many AI tools do just this) Security teams onboarding new vendors happens for a reason.
Guillermo Rauch@rauchg

Here's my update to the broader community about the ongoing incident investigation. I want to give you the rundown of the situation directly. A Vercel employee got compromised via the breach of an AI platform customer called Context.ai that he was using. The details are being fully investigated. Through a series of maneuvers that escalated from our colleague’s compromised Vercel Google Workspace account, the attacker got further access to Vercel environments. Vercel stores all customer environment variables fully encrypted at rest. We have numerous defense-in-depth mechanisms to protect core systems and customer data. We do have a capability however to designate environment variables as “non-sensitive”. Unfortunately, the attacker got further access through their enumeration. We believe the attacking group to be highly sophisticated and, I strongly suspect, significantly accelerated by AI. They moved with surprising velocity and in-depth understanding of Vercel. At the moment, we believe the number of customers with security impact to be quite limited. We’ve reached out with utmost priority to the ones we have concerns about. All of our focus right now is on investigation, communication to customers, enhancement of security measures, and sanitization of our environments. We’ve deployed extensive protection measures and monitoring. We’ve analyzed our supply chain, ensuring Next.js, Turbopack, and our many open source projects remain safe for our community. The recommendation for all Vercel customers is to follow the Security Bulletin closely (vercel.com/kb/bulletin/ve…). My advice to everyone is to follow the best practices of security response: secret rotation, monitoring access to your Vercel environments and linked services, and ensuring the proper use of the sensitive env variables feature. In response to this, and to aid in the improvement of all of our customers’ security postures, we’ve already rolled out new capabilities in the dashboard, including an overview page of environment variables, and a better user interface for sensitive env var creation and management. As always, I’m totally open to your feedback. We’re working with elite cybersecurity firms, industry peers, and law enforcement. We’ve reached out to Context to assist in understanding the full scale of the incident, in an effort to protect other organizations and the broader internet. I also want to thank the Google Mandiant team for their active engagement and assistance. It’s my mission to turn this attack into the most formidable security response imaginable. It’s always been a top priority for me. Vercel employs some of the most dedicated security researchers and security-minded engineers in the world. I commit to keeping you updated and rolling out extensive improvements and defenses so you, our customers and community, can have the peace of mind that Vercel always has your back.

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David
David@siliconcow·
@chamath Shameless plug for my new OSS tool to find the best model for your organization: repogauge.org
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