Jamin Ball

6.3K posts

Jamin Ball

Jamin Ball

@jaminball

Altimeter Partner working with software businesses at the earliest stages of product market fit. Dad to 4 amazing kids. No investment advice, all views personal

San Francisco, CA شامل ہوئے Eylül 2015
1.4K فالونگ87.9K فالوورز
پن کیا گیا ٹویٹ
Jamin Ball
Jamin Ball@jaminball·
I'm launching a newsletter! If you'd like to stay in tune with valuations / trends driving public SaaS businesses please follow along! I'll also provide detailed earnings summaries. More to come-Looking forward to all of your feedback on Clouded Judgement cloudedjudgement.substack.com/about
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LiveKit
LiveKit@livekit·
How can a voice agent tell when you’re actually interrupting it? VAD is too sensitive—laughs, “mm-hmm,” or a sneeze shouldn’t stop the agent. We trained an audio model for adaptive interruption handling so agents can distinguish real interruptions from noise.
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Apoorv Agrawal
Apoorv Agrawal@apoorv03·
Congrats XBOW on another milestone! If you're a security leader thinking about how to keep pace with AI-powered attacks, the XBOW team (@oegerikus @nicowaisman Niro Albert Jonaki + team) would love to hear from you. When we first invested, the thesis was simple: AI would reshape offense before it reshaped defense. Attackers wouldn't wait for permission to use LLMs. Defenders needed an autonomous system that could match that speed. Since our investment, XBOW has proven the thesis. Top of the HackerOne leaderboard. Over 100 customers. Running safely in live production at some of the most security-conscious companies in the world. What excites me most is what comes next. The shift from point-in-time pentesting to continuous autonomous security testing is just beginning, and XBOW is defining the category. Excited to be on this journey w Ron @Konstantine @laurenmhreeder @wmccarthy11 and welcome our friends Sam Fort Ramin Sayar William Morrison Sanjot Malhi!
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martin_casado
martin_casado@martin_casado·
Conversation with @vishalmisra where he goes into detail of how LLMs are *exactly* Bayesian. He demonstrates this both empirically and formally. This is foundational work on the capabilities (and limitations) of LLMs. youtube.com/watch?v=zwDmKs…
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Jamin Ball
Jamin Ball@jaminball·
Awesome stuff from the @Hammerspace_Inc team. Storage is more important than ever. In the age of AI, storage systems will need to be re-invented to keep up with model's insatiable demand for data (both during training and inference). Nvidia today came out with their "AI Data Platform" reference architecture to help enterprises solve these storage challenges. Pumped to see Hammerspace listed as 1 of 12 partners, alongside some legendary storage companies! nvidia.com/en-us/data-cen…
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Apoorv Agrawal
Apoorv Agrawal@apoorv03·
What drove ChatGPT from 0 to a billion users? How do they plan to get the next billion? New pod. Sat down with @nickaturley, Head of ChatGPT, for one of the more candid conversations I've had on the show. We cover GPU allocation tradeoffs, retention smile curves, pricing, Code Red as a strategy, bringing on @steipete from OpenClaw, and why Nick believes curiosity is the only perma-skill in the age of AI (with a shoutout to our friend @bgurley's new book). full interview in comments
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Bg2 Pod
Bg2 Pod@BG2Pod·
BG2 Guest Interview. ChatGPT – The Super Assistant Era 📷 How ChatGPT Gets to the Next Billion Users @bg2pod @apoorv03 -- (00:00) Intro (01:00) Nick Turley’s Journey to OpenAI (02:15) ChatGPT’s North Star: Long-Term Retention (04:15) Why ChatGPT’s Retention Curve “Smiles” (06:45) What Drove ChatGPT’s Consumer Breakout (10:15) How OpenAI Gets the Next Billion Users (14:15) When ChatGPT Starts Taking Actions (18:15) Why Coding Agents Came First (21:00) Beyond Chatbots: The Super Assistant Vision (24:00) Power Users vs. Casual Users (28:00) Why ChatGPT Pricing Has to Change (33:45) Partnerships, Distribution, and Product Tradeoffs (37:15) GPUs, Scarcity, and the Cost of Scaling AI (41:30) Shopping, ChatGPT as a Thought Partner, and Code Red (51:45) OpenAI’s Future Interface, Rapid Fire, AI Jobs, and Nick’s AGI Moments
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Aarno
Aarno@TheGlobalMinima·
Been saying this for a year. Agentic AI is backend engineering far more than it is AI. This stands true for any technology, once you scale and abstract it enough, you’re only left with engineering problems. Learn > Event driven systems > Data pipelines > Distributed systems > API Design > Observability / monitoring
Ashutosh Maheshwari@asmah2107

x.com/i/article/2032…

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Chris Power
Chris Power@2112Power·
. You thought I was joking about Reindustrializing America. I was not. Tune in March 20th for the the start - not the end - of the largest private Marshall plan ever devised. Alabama and F4 is the start. Winning the Production war is the end.
Hadrian@HadrianInc

We've been working to bring something big to The Shoals, and now, it's time. On March 20th, we'll be launching our newest facility - Factory 4 - in Alabama. Expect: • 2.25M sq ft of manufacturing • 1,000+ jobs created • $2B in Private/Public investment • Remarks from @SenKatieBritt, @SenTuberville, @RepMikeRogersAL, @Robert_Aderholt and other senior officials • A private concert from our favorite rock band of all time, local BBQ, and the best entertainment Alabama has to offer Building for America is worth celebrating. Apply for an invite here, spots limited → HadrianAlabama.com

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Simon Mo
Simon Mo@simon_mo_·
@vllm_project has always been about the partnership and ecosystem that support open source inference. I’m excited to continue our collaboration with @nvidia and welcome them as @inferact’s latest investor.
Inferact@inferact

We are thrilled to announce that @nvidia is the latest investor in @inferact. We look forward to continuing the momentum driven by our deep collaboration: (1) Engineering velocity: a significant uptick in @nvidia pull requests to the @vllm_project repo. (2) Product synergy: close integration with NVIDIA Dynamo, ModelOpt, Nemotron, and more products! It’s an exciting time for the growth and development of vLLM, the world's AI inference engine!

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Inferact
Inferact@inferact·
We are thrilled to announce that @nvidia is the latest investor in @inferact. We look forward to continuing the momentum driven by our deep collaboration: (1) Engineering velocity: a significant uptick in @nvidia pull requests to the @vllm_project repo. (2) Product synergy: close integration with NVIDIA Dynamo, ModelOpt, Nemotron, and more products! It’s an exciting time for the growth and development of vLLM, the world's AI inference engine!
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LiveKit
LiveKit@livekit·
LiveKit turns 5 today. What began as an open source project now powers 300k+ developers, 5k+ customers, and billions of calls across voice, video, and physical AI agents. Next: building the infrastructure for voice-driven computing. Thank you to our community for 5 incredible years.
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