Owen Lawlor @owlDiscourse

Ramp is solving a very difficult problem. Token utilization for intelligence gained is the mystery black box of our times...and they have taken a good first stab at solving the problem

Eric Glyman @eglyman

a week ago

Today, Ramp raised $750M at a $44B valuation. Last time we grew this fast, we were 1/20th the size. For 2000 years, business was built on two pillars. Today, a third: intelligence. It’s your least governed cost. It’s also your single greatest opportunity.

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Hadamard thought in image space

a16z @a16z

a week ago

World Labs CEO Dr. Fei-Fei Li: "The world is not made of words." "Language models have given machines an extraordinary command of concepts, vocabulary, and reasoning, but the physical world, virtual or real, runs on a different substrate." "Where language models learn the

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@Jason x.com/DrClownPhD

Unreal, but not surprising these days to hear this.

Kevin O'Leary aka Mr. Wonderful @kevinolearytv

3 weeks ago

We uncovered something far bigger than I ever expected. After seeing coordinated false attacks against the Utah data center project, we brought in an advanced data science team to trace where the content was coming from and the results were shocking. What we found led back to

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Today I’m launching AI IQ — frontier AI models, scored on the human IQ scale. Instead of endless leaderboard tables, AI IQ shows: • Where models land on the IQ bell curve • How frontier IQ is changing over time • How models compare on IQ and EQ • What intelligence costs in practice GPT-5.5, Claude Opus 4.7, Gemini 3.1, Grok 4.3, Kimi K2.6, Qwen3.6, DeepSeek V4, Muse Spark, and more. Link in the first reply. Curious which chart surprises you most.

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I had a chance to interview @jack on Long Strange Trip and then sit in on his Q&A with a bunch of Sequoia founders yesterday. Here's my take followed by my takeaways. Almost all of us are running a derivative of the playbook laid out in Andy Grove's "High Output Management" book that has been lightly edited down through the generations. Jack's set of ideas is a stark departure from that playbook. It reminds me of the shift I went through at the start of my career (pre web - yes, I'm that old!) to "digital transformation," but this is a much bigger, harder shift. Some of my CEO friends have pushed back on these ideas saying something to the effect that Jack isn't a great CEO so we shouldn't listen to him. First, I'm not sure if that is true, but even if it is true, he is an undeniable innovator and first principles thinker applying that thinking here to org design, not just product design. Second, @brian_armstrong, a consensus great CEO is running something that sounds VERY similar to this playbook as well as almost every startup created in the last 18 months. Third, the first quarter Jack printed after putting this in place was a banger. ...To that end, I think we should all call this new playbook, "Dorsey Mode" after the guy who stuck his neck out. If you want to run Dorsey Mode, a lot of things fall out of it that fall out of it: 1. Strategy - Planning cycles are out the window because the speed increases too much. All those 1 way doors you were procrastinating now look like 2 way doors. 2. Distribution - Given how much easier it is going to get to build products, competition and customer confusion will reign. In this new world, distribution is king. Companies with truly creative distribution strategies (rare!) will gain advantage. Also, long live ye olde enterprise sales. 3. Interviewing - All of the startups I work with have changed their interviewing process. Many have a case with a hard ai problem to solve embedded in it or at least have the prospective employee open their laptop and show them something interesting they built with ai. 4. Profile - There was a split in my group of CEOs at the Q&A -- some were learning hard into pilled jr engineers and some were leaning hard into very senior engineers. It roughly seems like the older companies with more code like Meta and HubSpot, are leaning harder into the very senior engineering types. ...Everyone seems keen to hire "curious" types not afraid to go very deep down rabbit holes. 5. Org shape - Triangle shaped org charts are like democracy, its the least bad system we've got. The biggest problem with triangles is that they get worse with size. The new org chart, in theory, is circular with the world model in the middle and very small teams surrounding it. Very few pure managers in the middle anymore. This seems "early," but directionally right to me. 6. Compensation - The difference between a middling employee and a top one is getting much wider which will necessitate a net new pay scale with a much higher standard deviation. 7. Titles - Jack got rid of them and is trying to focus everyone on the work as opposed to the level. As someone who tried this earlier in my career at HubSpot, I'm a little skeptical of this one, but the meta point of trying to focus people on what they "lead" versus who they "manage" is a good one that I hope sticks. 8 Decisions - Almost all decisions these days are made by carbon based life forms. Dorsey Mode turns an increasing amount of decisions over to the system. 9. IT - This is will totally change as their primary function will be to building the scaffolding for the world model and enable the company to keep feeding it the context and taste it will need to improve. EVERYTHING needs to be "legible" (I hate that I'm using that overused word, but it works) ...Btw, an early sign that a company is in Dorsey Mode is when they record every meeting, including the one on one's, cleverly stripping out some HR bits and centralizing them for use by the model. Btw, Ray Dalio had it right, but was just too early. 10. Slop - As more non-technical people build more things, there will be more slop. I didn't grok Jack's answer to this and I'm not sure the answer myself, but Dorsey Mode companies will need to figure out a system to reign in the badly designed systems. 11. Agency - This another word I cringe at using b/c it is so overused, but hiring folks with high agency that are self motivated will be key. The tricky part is that the beef with the current generation is that they are less like this than their predecessors. 12. CEO - This isn't something that will bubble up. The CEO needs to run hard at it and push it down hard and expect to get pushback from laggards. Jack spends 3 hours every morning building hard things with the new tools. ...AI isn't something that lends itself well to learning by reading or watching a video, so CEOs are running hackathons, show & tell's, building days, office hours, and token leader boards. ...Btw, lots of companies are doing the leader board thing (including mine) -- I think this works until it doesn't! 13. Budgets - Budgets in a lot of software orgs are basically enumerated in headcount. The denomination goes back to dollars. As Jack (and my cofounder @Dharmesh) likes to say, in some cases, it is a lot riskier not to take a risk and this is one of those cases.

Ben Lang @benln

4 weeks ago

Jack Dorsey on how every company can now be a mini-AGI:

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This will unceasingly continue to be the issue of our times. Secure open source may become the go-to option for many

Aaron Levie @levie

3 weeks ago

What’s happened is that we went from AI chat tools that were relatively cheap and had small context windows, to AI agents that have giant context windows, the ability to keep track of longer running work, and models that cost an order of magnitude more on inference because

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Week of May 18, 1776: **Outside Montreal, the Continental Army's campaign in Quebec continues to unravel, but Arnold plans a counterattack. **In Philadelphia, Jefferson moves into a new house on Market Street, where, in a mere 20 days, he will begin authoring the Declaration.

Michael Johns🇺🇸 @michaeljohns

4 weeks ago

x.com/i/article/2056…

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Central Park is great, but it takes up a lot of space and isn’t utilized to its full potential. That’s why I worked with McKinsey on a plan to make it a state of the art data center, complemented by rooftop parking and nuclear power. We can still build beautiful things.

Introducing SubQ - a major breakthrough in LLM intelligence. It is the first model built on a fully sub-quadratic sparse-attention architecture (SSA), And the first frontier model with a 12 million token context window which is: - 52x faster than FlashAttention at 1MM tokens - Less than 5% the cost of Opus Transformer-based LLMs waste compute by processing every possible relationship between words (standard attention). Only a small fraction actually matter. @subquadratic finds and focuses only on the ones that do. That's nearly 1,000x less compute and a new way for LLMs to scale.

That's about right

Prasenjit @Star_Knight12

2 months ago

CLAUDE OPUS 4.7 USING 500K TOKENS TO RENAME A VARIABLE

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We are entering a two tiered world in the AI reality. Those who pay up get a completely different experience. A tale of two cities.

Andrej Karpathy @karpathy

2 months ago

Judging by my tl there is a growing gap in understanding of AI capability. The first issue I think is around recency and tier of use. I think a lot of people tried the free tier of ChatGPT somewhere last year and allowed it to inform their views on AI a little too much. This is

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@ronsirak @grok who pays for this meal?

@Gentlemanmk @cb_doge

The tech has gotten to the point of emotional believability and involvement. Impressive...

The Dor Brothers @thedorbrothers

4 months ago

We just made a $200,000,000 AI movie in just one day. Yes, this is 100% AI.

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This is all too true but funny AH

Kai Lentit (e/xcel) @KaiLentit

4 months ago

In 2026, AI models expire faster than session cache.

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@chamath @elonmusk Besties ALL IN Podcast from the moon would be epic!

@matt_elevenlabs 11B

Emergent behavior…AGI around the corner

@jason @Jason

4 months ago

It’s over folks

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This man is a national treasure. He must be protected at all costs.

Jaynit @jaynitx

5 months ago

>be Palmer Luckey >born 1992, Long Beach, California >homeschooled by mom, dad's a car salesman >build railguns, Tesla coils, lasers in the garage as a teenager >electrocute yourself, burn a gray spot into your own vision cleaning a laser >no regrets >start college courses at 14

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