deadlift. deploy. repeat.
San Francisco
Joined August 2021
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we use mathematics to describe reality ... yet we still don’t know why it works so well.
highly recommend this video by @HooverInst with @p_m_robinson
youtube.com/watch?v=bY3ZMOn9…
Alan retweeted
The biggest bottleneck in software engineering is no longer code. It's humans.
Waiting hours for (human) PR reviews. Meetings for "alignment." Hunting down the right person. Someone's on vacation? Everything is blocked.
AI made writing code cheap. But organizations still run on human coordination.
AI-native companies will look quite different from today's companies.
Alan retweeted
Full HUGE* If True episode on Neuralink and the future of brain computer interfaces
I toured @neuralink and got a close up view of their new R1 surgical robot, to see the future they and @elonmusk are building and how it is already changing lives...
00:00 What if you put a chip in your brain?
01:02 What does a human brain feel like?
02:17 How does your brain work?
03:58 Can a brain computer interface read your thoughts?
05:19 How do you get a chip into your brain?
08:07 What’s inside Neuralink’s implant?
10:06 How do you build a brain implant?
11:07 How does robot do brain surgery?
12:20 What could you do with a brain chip?
15:05 How are brain computer interfaces already being used today?
16:07 How are brain chips huge if true?
Este Día de Muertos, recordemos a los graduados de Ingeniería de Software 🕯️
¿Será que ya pasaron a una mejor vida gracias a la IA, o todavía queda alguno entre nosotros? 😂
youtube.com/watch?v=22vBztRo…
Seamos honestos: si eres software engineer, probablemente gran parte de tu trabajo consiste en esperar a que Claude o Codex terminen de generar código ....
Y si esto es así, ¿tiene sentido seguir contratando engineers?
youtu.be/zQ2xuv_-CEA
Alan retweeted
Top male cannon experience: dining alone after landing in a foreign city ahead of a biz meeting. – at Madrid, Spain
Erco Energy levantó una Serie C de $128 millones para atender la creciente demanda del mercado energético, un sector que, según Esteban, su cofundador, seguirá expandiéndose.
youtube.com/watch?v=RmhxGGwr…
Alan retweeted
The coding interview is dead, at least for my team at Anthropic. I've seen enough to know that it no longer provides signal. I removed it from loops this month.
I have a spicy, optimistic take - I think there's an opportunity for junior engineers: felixrieseberg.com/hunger-be…
If there's one thing I've learned over the past 6 years, it's that in tech companies (especially knowledge work), a lot of problems are actually second-order effects of poor hiring decisions and founding teams that lack agency.
Alan retweeted
The most mind blowing stat we've seen so far is this:
"As of June 30, 2026, we had raised an aggregate of $141.1 billion of capital and had cash and cash equivalents of $112.4 billion and short-term investments of $19.3 billion."
That means to date, they have burned 9.7b, they are growing at a rapid pace, and are profitable on an operating income basis as of the June quarter! This is likely the most efficient scaling of a business in the history of capitalism.
nitter.gq/AnthropicAI/status/211…
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
👀
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
Alan retweeted
“What are neoclouds”
“Does cost of capital include revenue”
“Are GPUs waterproof”
“Can data centers go bankrupt”
Alan retweeted
“Yeah, there are these companies called neoclouds. They buy GPUs from NVIDIA and then rent it back out to the hyperscalers. Where do they get money for the GPUs? Excellent question. Turns out they get the money from NVIDIA themselves, along with a bunch of private credit lenders whose loans are backed by the GPU itself. Elon just said all of them might go to zero soon. Anyways, what are you doing later tonight?”
Alan retweeted
Elon is doing to the neoclouds what Ken Griffin did to Leopold lmao
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Alan retweeted
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.