Vinay Hiremath

@benny_equity Any "ism" I've subscribed to has given me confidence in exchange for awareness.

@vhmth It seems like American ultra-nationalism is a double edged sword, considering how much Chinese (and international) talent, research, and tech that we overlook / don’t obsessively track

Planning a trip to China to visit factories and hardware suppliers. Feels like discovering a new world in a video game with a completely different leaderboard. I don't recognize most of the top usernames, but there are some I do (Musk, Cook, etc). Excited to see what it's like without the filter of US propaganda.

@OlivierAxelX If you have something to say, here to learn

@vhmth New world with a different leaderboard 🥵

> instead of thinking hard > ...but sometimes lots of code is what you need I think AI is already (and will continue to) flip this equation. Thinking from a human is going to be so expensive. Why not generate a ton of code, deploy it, let agents look at the observability and error logs, and then have them write more code? Why not? I think we have these moral aversions to certain things based upon the principle that code generation and thinking about the code is expensive. If code generation is cheap and we can have agents think about the code via error signals, then I think it makes no sense to value that feedback loop anymore. Might as well go for the big swing/high value thing right away.

@vhmth @chamath I can imagine AI makes the problem even worse, as it reduces the friction of writing lots of code instead of thinking hard about what the business needs (would explain why financial ROI struggles to keep up with code generation) ...but sometimes lots of code is what you need

Not a single meaningful company has yet to say that they are making at least 2x+ from all of this incremental money they are spending since even last Fall! When ROI?

@StephanNeu14591 @leopoldasch We will be ok

@vhmth @leopoldasch Very scary. Nobody will put the hellhounds on a chain. So the blow-up will happen.

Listening to Creep and re-reading @leopoldasch’s situational awareness in this exact room and everything is a major vibe right now

@saarw @chamath Am not taken back by the question btw. Agreed this is always the right question when hearing about rewrites.

Yes it required a full rewrite. Old paradigm did not accommodate the predominant workload of the platform. Too early to split into multiple services (which is how I handled the migration which effectively turned into a full rewrite). The startup had been around for a couple of months and had no customers and previous contractors reached for tools and frameworks that made no sense when taking the entire business into context.

@Heatonsr187428 @chamath On the same page!

@vhmth @chamath Fair point anecdotes can be leading indicators and public financials are lagging indicators. My only point is that for measuring realized macro ROI, ROIC,FCF,margin durability still matter more than local anecdotes, even if the anecdotes help detect where the numbers may go next

I don't think either is better or worse. Both are valid. All signals you are talking about are lagging indicators of actions by capital allocators (managers, execs, boards, etc.). The problem is that speed of action by capital allocators is governed by fidelity of context. Context drops off steeply as log(n) of the tree of your corporate hierarchy (log(n) is the height of the tree). Put another way, the more layered your company hierarchy (inevitable at scale), you lose context about what people are actually doing very quickly (within 2-3 layers). Because of this, at corporate scale, you will not see these fiscal spend behaviors flow through as quickly as anecdotal signals. Therefore, lagging (corporate spend) and leading (anecdotal) signals are both important and how important one is over the other completely depends on what actions you are trying to take with that information.

@vhmth @chamath ROI is better judgment first through the actual spenders ROIC, FCF, margin durability, balance sheet capacity, and GPU utilization than by waiting for a neatly disclosed “2x AI ROI” Chamath’s caution is fair, but lack of clean disclosure isn’t the same as lack of economic return.

@mirandanover Congrats Miranda! Looks incredible. And very cool solution to have the IMU on the charging case be separate to track leg movement.

Introducing Fort, a wearable that automatically tracks strength training. Strength training is one of the best things you can do for your health and longevity. It deserves better tools.

@rohitdotmittal Older I get, the more I feel the exact opposite. Thinking too much and not feeling enough has been a bigger cause of tragedy in my life

@vhmth The world is a tragedy to those who feel, but a comedy to those who think. - Walpole

The secret to living a good life is to flirt with it. And the secret to flirting is to turn everything that annoys you into amusement.

@amasad Congrats to you and the team Amjad. New product direction makes so much sense. 🔥 time to move my workflow for projects to Replit including my personal site

We’ve raised $400M at a $9B valuation. Investors include Georgian, G Squared, Prysm, 1789, YC, Coatue, a16z, Craft, and QIA, with strategic investments from Accenture, Databricks, Okta, and Tether. We’re also lucky to have incredible individuals backing us, including Shaq and Jared Leto. This funding will help us scale our ambition and expand beyond coding into AI systems that center human creativity. Replit is now used at 85% of the Fortune 500. We have an opportunity to help shape the future of work. One where AI abstracts away the boring parts and humans shine as creative directors. We’re also investing more globally, particularly in Europe, Asia, and the Middle East. Innovation can come from anywhere in the world, and we want to help unlock it.

As soon as I posted this I was informed by the front desk guy at my building that someone was looking for me trying to serve me a subpoena. God has the best humor lol

@sbhaktaf1 @leopoldasch What was mind opening about it for you?

@vhmth @leopoldasch That was a mind opening read for me.

@audrlo I like how elegantly @george__mack breaks it down in highagency.com: Clear thinking Bias for action Disagreeableness

high agency. sense of urgency. bias to action. if you have these three things you will always succeed.