Walnut Ave Value @walnutavevalue
This is NOT investment advice. May The Odds Be Ever in Your Favor SF Bay Area, CA Joined March 2018-
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@zacharylipton Why did he do it? Probably got ant going to other hyperscalars for compute?
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@benjamin_horne @IanBaer @dorkburger84 Well, the ceo typically is a sales chad, so this problem doesn’t arise
This both true and underestimated by most managements
This developing story about Dario's failed communications with the White House confirms everything I've ever believed about the enormous power of the Sales Chad. You can be the smartest, most hard working, well-meaning guy around, but if you can't get people to like you, it's
@rl_env Same story for both Cursor and now figma. Makes a big case for RL on open weight models
Walnut Ave Value retweeted
if you still trust the labs you're not gonna make it
early last year, anthropic reassured cursor that claude code was “more of a research effort than a major commercial push”
Walnut Ave Value retweeted
What a missed opportunity. Sundar Pichai’s journey from Chennai to leading one of the most important companies in the world is exactly the kind of story that can inspire the next generation of builders. You don’t have to agree with someone to learn from them.
Stanford grads walk out as Google CEO Sundar Pichai takes the stage as commencement speaker. No mention of AI, unlike other uni speakers getting booed down this year. Story for @SFGate shortly
Cope and more cope. Amateur hour by Anthropic. This is business with US government. You take the call, you smooth talk, you tell them they are the most important and then you take next flight out for shaking hands and eating a meal.
Between Politico and Axios we get a pretty clear picture that this was another case of 'the vibes are off and when we say jump they ask for an explanation rather than how high, so let's blow everything up.' Plus more whining about not getting Dario on the phone fast enough.
this exact principle is why Tim Apple was such a great ceo
no matter your business, you shouldn't piss off US government for any reason
Axios is reporting that senior staff members of Anthropic AI have flown to Washington this morning to meet with members of the Trump administration in an attempt to resolve the Fable embargo.
Walnut Ave Value retweeted
NEW: Amazon researchers are reportedly behind the jailbreak report that led to the U.S. crackdown on Anthropic’s top models.
Walnut Ave Value retweeted
hey! just checking in to make sure you're using the new model safely
Walnut Ave Value retweeted
Is Dario the true villain? We love to go after Bezos, Elon, even Sam, but the consistent drum beat of exaggerations, doomerism, anti-open source has me leaning “yes”. I’m open to changing my mind if I see new evidence to the contrary.
If you were wondering what the "pause" was all about, Ben Thompson @stratechery has an interesting theory: "Late last week the Anthropic Institute released a new safety report warning about the danger of recursive self-improvement... I don’t think the timing is a coincidence.
Not often that you see an almost 10-bagger in <15 years in real estate
Fun fact: this building was a 4 unit that sold for 975k in 2012.
$ksi.to STOP THE STEAL This is too low a price and Thoma Bravo are known cheapos. Suggest shareholders vote down this deal
@viggy_krishnan @nachkari Tell us about it since we are the shareholders this is getting stolen from ;)
@shomikghosh21 Price too low imho
@nachkari Stupid deal here. Not sure why the management team wants out at this price
@BussinBiotech $poci is a bit like $lpth was an year ago.. take a look at some of tweets on it
@HanchungLee @zephyr_z9 Rumblings of a chip block design team start here
Personal update: I’ve decided to leave OpenAI. I’m proud to have been part of the custom chip program and grateful to everyone I got to build with and learn from along the way. The density of hardware talent on that team is extraordinary, and I don't think there's a better chip
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