ramsy

@dittycheria This ATM reference is what summerise AI well

AI won’t eliminate sw engineering jobs just as ATMs didn’t kill jobs in bank branches. ATMs automated routine tasks like cash withdrawals & deposits, while tellers shifted to higher value work such as loans, investments & personalized advice. Total teller jobs actually grew. AI will automate parts of sw dev tasks but huge demand for new sw & novel use cases will likely expand need for sw engineers.

@aakashgupta It is for this same reason we have Margin AI

The framing here is exactly backwards. This is the strongest AI bull signal anyone has published this year. Uber deployed Claude Code to 5,000 engineers in December. By March, 84% were classified as agentic coding users. By April, 95% used AI tools monthly. 70% of all committed code came from AI systems. The tool worked so well that four months of usage consumed the entire annual budget. Read that again. The "crisis" is that engineers loved the tool so much they used it 3x more than finance predicted. Uber's finance team built their models around fixed seats and low-frequency calls. What they got was 5,000 engineers running parallel agent workflows eight hours a day. The budget model broke because the adoption model worked. Run the math on the alternative. A senior engineer at Uber costs $350-400K fully loaded. 5,000 of them run about $1.75 billion in annual compensation. AI tools producing 70% of their code output for somewhere between $60-100M a year is a 15-20x return on the AI spend. The "blown budget" is a rounding error on the engineering payroll it's augmenting. Microsoft's move is even more straightforward. They invested $13 billion in OpenAI. They own GitHub Copilot. The Experiences & Devices division canceling Claude Code licenses by June 30, the last day of Microsoft's fiscal year, and migrating to Copilot CLI is a vendor consolidation play dressed up as cost management. Claude models still run inside Copilot. The interface changed. The capability didn't. The companies that set up internal leaderboards ranking teams by AI usage, that coined "tokenmaxx" as a strategy, that rewarded maximum consumption, and then panicked when the bill arrived aren't experiencing an AI cost crisis. They're experiencing a forecasting crisis. The CFO built the budget for a chatbot. The engineers got an agent. Goldman Sachs projects token consumption will grow 24x by 2030. The companies scrambling to cap budgets today are going to look like the enterprises that limited employee internet access in 2003 because bandwidth was expensive.

Grok foundation model V9-Medium (1.5T) has finished training. Evals look good. A lot of Cursor data was added in supplementary training and there is more to come. Fine-tuning is underway and reinforcement learning begins in a few days. 2 to 3 weeks to public release. This will be a major improvement over the 0.5T v8-small that currently serves all Grok production traffic, especially for difficult coding tasks.

@prakdadlani "No serious person leaves work to paint cartoon cockroaches on walls. And call it a 'revolution'. It's always the unemployed or privileged clowns who does that" Loves this ❤️

Since when did painting cartoons on walls and unfollowing accounts become a revolution? These privileged kids don’t want change. They want content. Because they only perform when the camera is on. Meanwhile, the real youth of this country is busy: - learning skills - building companies - working jobs - supporting families No serious person leaves work to paint cartoon cockroaches on walls. And call it a 'revolution'. It's always the unemployed or privileged clowns who does that. And we don't need both: Bharat doesn’t need performative activism. It needs builders. 🇮🇳💪🏽

JUST IN: Bolt CEO Ryan Breslow fired the company’s entire HR team because they were “creating problems that didn’t exist.”

SpaceX is actively hiring world-class engineers/physicists for SpaceXAI, even if you have zero prior experience in AI. Smart humans figure it out fast. Please send an email with ~3 bullet points demonstrating evidence of exceptional ability to ai_eng@spacex.com.

Spotify's Chief Architect just showed how they ship 4,5K deployments /day with Claude at Anthropic stage 27-minutes. free. By #1 music app dev "More than 99% of our engineers use AI coding tools. Adoption took off after Opus 4.5" Worth more than any $500 vibe-coding course.

Here was my last Workplace post in the "Shitposting" group the night before the mass layoffs: In the end, it doesn't even matter I was incline benching 155 lbs in the packed MPK gym this evening while some Metabrothers were standing in front of me waiting for the squat rack, and I heard that song "I tried so hard, and got so far. But in the end, it doesn't even matter. I had to fall, to lose it all. But in the end, it doesn't even matterrrrrr". That was always my favorite Linkin Park song since I was a kid. I love that melancholic piano melody interweaving with Mike Shinoda's rapping. Some people have told me I look like him - and we do both share samurai blood - but I don't sound as good rapping. I love music, but I admit I rarely pay attention to lyrics unless they're particularly good ("I See $'s" by Yung Dolph) or bad (that hideous pop remix of Eiffel 65's "Blue"). But this time the lyrics stood out, like a message from Mike Shinoda himself. "In the end, it doesn't even matter" sure hits different with 5/20 coming up. A great reminder that at the end of the day, none of this really matters. Well unless you're on a H1B visa. Then you have 60 days to find another job. Or if you have a $12k/month mortgage on a $1.6m starter home in a San Jose hood and your emergency fund only covers 6 months expenses. Then you better start dusting off that resume. Or if you're a junior/mid level software engineer who didn't graduate from Stanford University CS and haven't been Leetcode grinding since prep school - I heard the market's rough out there. But it's all good because a lot of the tech CEOs are telling us that there will be a surge in new jobs due to the incredible productivity boost of AI. We just don't know when yet. But to be honest if you're still reading this, you're probably not landing one of those $100m offers anytime anyways (I don't mean to discourage anyone though - print this out, put it on your fridge, and prove me wrong! Thank me later!) I saw a lot of orange lanyards tonight at Epic Cafe dinner in MPK classic. They were serving poke, and I love poke. Of course Meta poke isn't as good as Masa Sushi in Mountain View, and they douse it in too much sauce, but it's poke. It's the gesture that counts. Maybe there's some humanity left in this world after all. And maybe wearing an orange lanyard isn't so bad after all. They're always smiling, laughing, so happy to be here. If only there were a way to wear that orange lanyard and still get the vests (marry a Metamate?). I still own a lot of stock. I hope the stock will recover. Layoffs will reduce company costs, which should boost the stock price. Sometimes in life you need to sacrifice. Sometimes you gotta grind it out for that arbitrary deadline. Sometimes you gotta write Google Docs for your Direction axis. Sometimes you gotta align in meetings. Sometimes you gotta dogfood. Sometimes you gotta pull those Deltoid metrics and screenshot paste them into Google Docs. Sometimes you gotta tell Claude to write PHP. Sometimes you gotta label training data for avocado. Sometimes you gotta take one for the team. This isn't Nvidia, we stack rank here baby. No matter how tough it may be, remember that in the end it doesn't even matter. Be grateful you got to contribute to the impact, even if your final impact was sacrificing yourself for shareholder value. It starts with one thing, I don't know why It doesn't even matter how hard you try Keep that in mind, I designed this rhyme to explain in due time All I know, time is a valuable thing Watch it fly by as the pendulum swings Watch it count down to the end of the day, the clock ticks life away It's so unreal, didn't look out below Watch the time go right out the window Tryna hold on, d-didn't even know I wasted it all just to watch you go I kept everything inside And even though I tried, it all fell apart What it meant to me will eventually be a memory of a time when I tried so hard, and got so far But in the end, it doesn't even matter I had to fall to lose it all But in the end, it doesn't even matter One thing, I don't know why It doesn't even matter how hard you try Keep that in mind, I designed this rhyme to remind myself how I tried so hard In spite of the way you were mockin' me, actin' like I was part of your property Rememberin' all the times you fought with me I'm surprised it got so far Things aren't the way they were before You wouldn't even recognize me anymore Not that you knew me back then, but it all comes back to me in the end You kept everything inside And even though I tried, it all fell apart What it meant to me will eventually be a memory of a time when I tried so hard, and got so far But in the end, it doesn't even matter I had to fall to lose it all But in the end, it doesn't even matter I've put my trust in you Pushed as far as I can go For all this, there's only one thing you should know I've put my trust in you Pushed as far as I can go For all this, there's only one thing you should know I tried so hard and got so far But in the end, it doesn't even matter I had to fall to lose it all But in the end, it doesn't even matter

@karpathy This is huge! Congrats @karpathy

Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.

@vijaythirumalai Good choice tbh, Anthropic is already winning big , and all 4 you mentioned are either way too behind anthropic, too bloated in structure or not too focused on AI race.

I simply cannot fathom this move Dario doesn’t look that charismatic to me atleast from his interviews Andrej could have joined 1/ Elon 2/ Zuck 3/ Google 4/ Apple 5/ MSFT Everyone would have given him a blank check and much bigger role and platform How was Dario able to hire him ?

@sama That surely be the mic drop moment tbh

i am excited to see what will happen with tokenmaxxing startups, both for how they work internally and the products they can build. openai offered to invest $2M in tokens into every startup in the current yc batch. happy building!

@FarzaTV All is well ! All is well! This was my 1st theater movie . Nostalgic!

I rented out a 250-seat theatre in SF to screen one of the best movies ever: 3 Idiots. ​It's a beautiful film set in India about 3 friends trying to figure out wtf to do with their lives. If you're in a rut, need some inspo, or just want a laugh, come watch. Tickets below.

@shashank_kr @Razorpay Thats some crazy numbers @shashank_kr , Would love to go through architecture of it.

We recently built an AI assistant inside @Razorpay called Slash. It reads our entire codebase, debugs production incidents, reviews specs, writes code, reviews every single PR, answer tech queries and also raises PRs for small features. It's easily accessible through Slack. We can tag it in any Slack thread, describe the problem in English, and it gets to work. Six weeks ago, Slash handled 122 tasks in its first week. Last week it handled 14000+. Queries, analysis, bug fixes, PR reviews, test runs and work that earlier lived across scattered tools and teams can now be done with Slash right within Slack. 1000+ people used it in a single week because it got their work done faster. The whole adoption has been completely organic. The numbers from last week have been very encouraging - 14,854 tasks completed. 2,150 PRs raised, 1,152 merged, 45% of those PRs shipped with zero human rework. A payout gets stuck mid-retry during a live incident, an engineer tags Slash and within seconds, it cross-references logs with code and pinpoints a state machine bug blocking the retry-to-failed state transition. Tells the team exactly which logs to check and how to resolve the incident. With its K8s analyzer skill, Slash scanned a single namespace, right-sized all 11 workers using 48-hour P95 pod metrics, and raised the PR. One run saved $560/month. A marketing banner bug was fixed with few prompt iterations with a PR raised, merged to prod and deployed in minutes. No front-end developer touched the code. Security teams ran static security testing and remediation through Slash at org scale. Thousands of findings were purged and many more got validated autonomously. But Slash isn't just an engineering tool. Account managers now trace stuck customer payments and integration failures through Slash instead of pinging engineers on Slack. L2 product support tickets get triaged by Slash before they reach engineering. 250+ non-engineers ran thousands of sessions last week. PMs used it for research on our payments infra, customer interviews and product features sometimes raising PRs of their own. Analytics teams built SQL pipelines. 11% of all sessions came from people outside tech and product. On our company bakkar (watercooler) Slack thread, someone asked Slash jokingly to assign tasks to everyone and it responded in the same tone. It seamlessly started participating in inside jokes and conversations. The quality compounds with use. Engineers who shipped 11+ Slash PRs averaged a 63% merge rate without rework. First-timers averaged 37%. Across the org, human review comments per PR have dropped more than 40% with Slash starting to do in-depth review of every single change. We're still early. Large cross-repo refactors, fully agentic sdlc and plan mode are next. But Slash has already changed how people at Razorpay build, debug, and ship every day.

@deedydas Not only in SF this same thing happening all over the world

The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen. Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders - have hit retirement wealth of well above $20M (back of the envelope AI estimation). Everyone outside that group feels like they can work their well-paying (but <$500k) job for their whole life and never get there. Worse yet, layoffs are in full swing. Many software engineers feel like their life's skill is no longer useful. The day to day role of most jobs has changed overnight with AI. As a result, 1. The corporate ladder looks like the wrong building to climb. Everyone's trying to align with a new set of career "paths": should I be a founder? Is it too late to join Anthropic / OpenAI? should I get into AI? what company stock will 10x next? People are demanding higher salaries and switching jobs more and more. 2. There’s a deep malaise about work (and its future). Why even work at all for “peanuts”? Will my job even exist in a few years? Many feel helpless. You hear the “permanent underclass” conversation a lot, esp from young people. It's hard to focus on doing good work when you think "man, if I joined Anthropic 2yrs ago, I could retire" 3. The mid to late middle managers feel paralyzed. Many have families and don't feel like they have the energy or network to just "start a company". They don't particularly have any AI skills. They see the writing on the wall: middle management is being hollowed out in many companies. 4. The rich aren’t particularly happy either. No one is shedding tears for them (and rightfully so). But those who have "made it" experience a profound lack of purpose too. Some have gone from <$150k to >$50M in a few years with no ramp. It flips your life plans upside down. For some, comparison is the thief of joy. For some, they escape to NYC to "live life". For others still, they start companies "just cuz", often to win status points. They never imagined that by age 30, they'd be set. I once asked a post-economic founder friend why they didn't just sell the co and they said "and do what? right now, everyone wants to talk to me. if i sell, I will only have money." I understand that many reading this scoff at the champagne problems of the valley. Society is warped in this tech bubble. What is often well-off anywhere else in the world is bang average here. Unlike many other places, tenure, intelligence and hard work can be loosely correlated with outcomes in the Bay. Living through a societally transformative gold rush in that environment can be paralyzing. "Am I in the right place? Should I move? Is there time still left? Am I gonna make it?" It psychologically torments many who have moved here in search of "success". Ironically, a frequent side effect of this torment is to spin up the very products making everyone rich in hopes that you too can vibecode your path to economic enlightenment.

@mainbhiengineer Not only Bangalore, even Pune is worst in this case. VTP,Godrej,Rohan,Kohinoor all these builders literally ruin pune's infra

WFH is necessary, not just because it will save fuel, reduce traffic and pollution but also it will correct the over inflated real estate prices in big cities. One friend is looking for a 3BHK in Bangalore and he isn't getting a ready to move in property near IT corridor for even 2 crores rupees. All he is getting is under construction property in outskirts which will be ready in 4-5 years. Due traffic no one wants to live away, poor metro connectivity and "black money" all contributing to inflated property price in areas that are near to IT and Tech companies making it unaffordable for someone earning even 40-50LPA.

@LeadingReport Its happening and it is happening very fast.

AI can cost more than human workers now, per Axios.

@FirstSquawk If anyone who is looking to slash you AI token spend by >50% my DMs are always open :)

AI MAY NOW BE MORE EXPENSIVE THAN HUMAN EMPLOYEES, ACCORDING TO AXIOS.