@jaminball

Partner at Altimeter Capital. Dad to 4 amazing kids. No investment advice, all views personal

 San Francisco, CA
cloudedjudgement.substack.com/
Joined September 2015
  • Tweets6.7K
  • Following1.5K
  • Followers93.5K
1.3KMedia
Next up on First Pass: A conversation with @EveraertDante, a voice AI researcher at @DecagonAI on Duplex Models LLMs are turn based. Duplex Models are constantly "listening" streaming audio in and out simultaneously.
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Yogi
@Yogi_Brn22h
We are going to see inference providers being targeted more and more. Proud to be a part of a true integrity solution that protects against ALL issues we have seen the past couple of days
Attestable
@attestable22h
“We believe this is part of a series of attacks recently targeting platform companies with the aim of compromising AI inference providers”. Inference is becoming critical infrastructure, and it should have the highest level of assurance.
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Andrew M. Dai
@AndrewDaiOct 20

Escaping to the future

Article · @AndrewDai
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Bob McGrew
@bobmcgrewaiOct 20
We started Arda in 2025 to speed up American manufacturing. We have spent the last year building with Anduril as our design partner. Today we are launching the company publicly on CNBC and announcing our Series A: $160M at a $1.5B valuation. Our platform helps manufacturers design and operate manual assembly lines, putting designs into production faster now. Next we'll build automated lines that can be reconfigured as quickly as human workers, letting America make products that now require armies of workers in Asia.
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Brad Gerstner
@altcapOct 19
Incredible Elon! This will be the largest philanthropic gift in history! 70 M accounts - every citizen under 18 & every child born forevermore now has a free, lifetime investment acct making them an owner in the upside of America & our greatest companies! 🇺🇸🚀🤍@TrumpAccounts @InvestAmerica24
Elon Musk
@elonmuskOct 19
Next year, I will give one of my SpaceX shares to every kid in America. This will be the first of many.
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shirish
@shiri_shhOct 16
sir... the guy who helped lead Gemini just dropped a visual thinking model matching Astra on frontier performance 😭
🤝 Paid partnership
Andrew M. Dai
@AndrewDaiOct 16
Spent years watching models ace a single image and completely whiff on anything that moves or changes angle. Today we’re fixing that. Try Glimpse now, our first visual thinking model with competitive frontier performance compared to Astra on key public visual reasoning benchmarks.
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Glimpse from @ElorianAI
Dustin Tran
@dustinvtranOct 16
Replying to @dustinvtran
On results, Glimpse is competitive on the frontier across multimodal benchmarks and dominates Flash-sized models.
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Jeff Dean
@JeffDeanOct 16
Have a glimpse at this! Nice work, @AndrewDai and Elorian folks!
Andrew M. Dai
@AndrewDaiOct 16
Spent years watching models ace a single image and completely whiff on anything that moves or changes angle. Today we’re fixing that. Try Glimpse now, our first visual thinking model with competitive frontier performance compared to Astra on key public visual reasoning benchmarks.
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Andrew M. Dai
@AndrewDaiOct 16
Try out out model, live now. Free for chat users with an API available too, also on @OpenRouter!
Elorian AI
@ElorianAIOct 16
Glimpse is our first model, built for visual thinking Try it for yourself platform.elorian.ai/

Elorian Platform

Try Glimpse, Elorian's frontier visual reasoning model.

platform.elorian.ai
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Very excited to share Glimpse with the world - the first visual thinking model from @ElorianAI To hit ASI models need to get visually smarter - Elorian is making that possible! You can try it for free here: platform.elorian.ai

Elorian Platform

Try Glimpse, Elorian's frontier visual reasoning model.

platform.elorian.ai
Andrew M. Dai
@AndrewDaiOct 16
Spent years watching models ace a single image and completely whiff on anything that moves or changes angle. Today we’re fixing that. Try Glimpse now, our first visual thinking model with competitive frontier performance compared to Astra on key public visual reasoning benchmarks.
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More on the model: elorian.ai/blog/introducing-…

Introducing Glimpse

A visual thinking model that reasons about the physical world from what it sees.

elorian.ai
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The Diffusion Gap

Article · @jaminball
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Brad Gerstner
@altcapOct 15
Pod up! Some good nuggets on lab revs, Nvidia supply unlock, AI capex & millions of Nvidia agents to employees as we enter the singularity & recursive flywheel starts spinning. 🧐🇺🇸🚀 @JensenHuang @BG2Pod
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Seth Neel
@SethInternetOct 14
Impressive performance from @GoogleAI on the @ElorianAI x @ScaleAILabs visual reasoning benchmark HSS… particularly striking gains on long video and image reasoning 👀👀
Scale Labs
@ScaleAILabsOct 14
Congrats to @GoogleAI's Gemini 4 Argon for taking the top spot of our Humanity's Sixth Sense (HSS) benchmark with a score of 55.4%, edging out GPT-6-Astra at 53.6%. 🥇 HSS tests AI’s ability to reason beyond what’s visible, from hidden objects to predicting what happens next and understanding human behavior. We took a closer look at performance across categories, and that’s where things get interesting. 👀🧵
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Invest America accounts are now up to ~10m claimed. Claim yours now! Link below apps.apple.com/us/app/trump-…
Matthew J. Cordes, EA
@cordes_taxOct 13
Wow! First @MichaelDell and now @altcap. My daughter is going to benefit from the compounding on this for the next 15+ years. Amazing! Thank you both!
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Cache Is the New Egress

Article · @jaminball
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Next up on First Pass: a conversation with @samecrowder from @LangChain on decision models. Jev from @typesafeai took the world by storm. Then OpenAI and Databricks released producs (Decisions API and ai_decide function) So what are Decision Models? We dig in!
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Andrew M. Dai
@AndrewDaiOct 7
I watched top AI models insist a bookshelf with plenty of space had no room for another book. They can write professional code but miss what most people see in a second. Proud to launch Humanity’s Sixth Sense (HSS) with @fdesouza and @ScaleAILabs, a new challenging multimodal benchmark testing that blind spot. See our blog: elorian.ai/blog/humanitys-si…

Introducing Humanity's Sixth Sense (HSS)

Introducing Humanity's Sixth Sense, a benchmark for the implicit visual reasoning people do without thinking. Built in partnership with Scale AI.

elorian.ai
Scale Labs
@ScaleAILabsOct 7
We’re introducing Humanity’s Sixth Sense, a new benchmark testing the intuitive visual reasoning people rely on every day. Across 522 open-ended tasks spanning images and video, HSS tests everything from spatial and causal reasoning to social understanding. The gap is significant. Humans score 93.1%, while the strongest model, GPT-6-astra, reaches 53.6%. The median model scores just 30.9%.
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Great to see the collaboration between @ElorianAI and @scale_AI on creating benchmarks for visual reasoning
Andrew M. Dai
@AndrewDaiOct 7
I watched top AI models insist a bookshelf with plenty of space had no room for another book. They can write professional code but miss what most people see in a second. Proud to launch Humanity’s Sixth Sense (HSS) with @fdesouza and @ScaleAILabs, a new challenging multimodal benchmark testing that blind spot. See our blog: elorian.ai/blog/humanitys-si…

Introducing Humanity's Sixth Sense (HSS)

Introducing Humanity's Sixth Sense, a benchmark for the implicit visual reasoning people do without thinking. Built in partnership with Scale AI.

elorian.ai
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Decision Models: The Next Shoe to Drop

Article · @jaminball
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