Brando
3.9K posts

Brando
@APIdeclare
Building AI products | Thinking about interfaces, reasoning, and moats | PM at Tekion | Tweets on AI strategy





New newsletter: The transcript of my AI bubble conversation, with @pkedrosky. Feat.: - Why did the Mag7 equity miracle suddenly stop? - The growing private credit crisis, explained - Why the enormous revenue boom from new agents like Claude Code might be a sugar high, in which explosive revenue growth today precedes much slower revenue growth after AI adoption among software engineers peaks - Where equity value is flowing if it’s leaving software - Why US productivity seems to be rising but actually isn't derekthompson.org/p/yes-ai-is-a-…





I just trained a 5B param model on Apple's Neural Engine. On a MacBook Pro. Forward. Backward. Adam optimizer. Then I checked to see how far it would go. Technically got to 30B.


























