Lindsay A. (@laspegren) profile picture

Win the Day!

Joined April 2008
Photo by Lindsay A. (@laspegren)Photo by Lindsay A. (@laspegren)Photo by Lindsay A. (@laspegren)Photo by Lindsay A. (@laspegren)Photo by Lindsay A. (@laspegren)Photo by Lindsay A. (@laspegren)Photo by Lindsay A. (@laspegren)Photo by Lindsay A. (@laspegren)Photo by Lindsay A. (@laspegren)Photo by Lindsay A. (@laspegren)
Lindsay A. retweeted
Yeah so that might top 28-3 🤯
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Lindsay A. retweeted
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 a group of reactions laughing at various quirks of the models, hallucinations, etc. Yes I also saw the viral videos of OpenAI's Advanced Voice mode fumbling simple queries like "should I drive or walk to the carwash". The thing is that these free and old/deprecated models don't reflect the capability in the latest round of state of the art agentic models of this year, especially OpenAI Codex and Claude Code. But that brings me to the second issue. Even if people paid $200/month to use the state of the art models, a lot of the capabilities are relatively "peaky" in highly technical areas. Typical queries around search, writing, advice, etc. are *not* the domain that has made the most noticeable and dramatic strides in capability. Partly, this is due to the technical details of reinforcement learning and its use of verifiable rewards. But partly, it's also because these use cases are not sufficiently prioritized by the companies in their hillclimbing because they don't lead to as much $$$ value. The goldmines are elsewhere, and the focus comes along. So that brings me to the second group of people, who *both* 1) pay for and use the state of the art frontier agentic models (OpenAI Codex / Claude Code) and 2) do so professionally in technical domains like programming, math and research. This group of people is subject to the highest amount of "AI Psychosis" because the recent improvements in these domains as of this year have been nothing short of staggering. When you hand a computer terminal to one of these models, you can now watch them melt programming problems that you'd normally expect to take days/weeks of work. It's this second group of people that assigns a much greater gravity to the capabilities, their slope, and various cyber-related repercussions. TLDR the people in these two groups are speaking past each other. It really is simultaneously the case that OpenAI's free and I think slightly orphaned (?) "Advanced Voice Mode" will fumble the dumbest questions in your Instagram's reels and *at the same time*, OpenAI's highest-tier and paid Codex model will go off for 1 hour to coherently restructure an entire code base, or find and exploit vulnerabilities in computer systems. This part really works and has made dramatic strides because 2 properties: 1) these domains offer explicit reward functions that are verifiable meaning they are easily amenable to reinforcement learning training (e.g. unit tests passed yes or no, in contrast to writing, which is much harder to explicitly judge), but also 2) they are a lot more valuable in b2b settings, meaning that the biggest fraction of the team is focused on improving them. So here we are.
The degree to which you are awed by AI is perfectly correlated with how much you use AI to code.
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Lindsay A. retweeted
A powerful new short strategy is emerging.. and it revolves around RPOs. Remaining Performance Obligations. They were once a sign of strength. Now? They’re a liability. An RPO is essentially a promise to deliver work in the future, which inadvertently gives low-end AI disruptors 24–36 months to create a cheaper, faster alternative. Your future revenue becomes a target for someone else’s model. If AI can deplete your RPO before you even realize it, your valuation multiple is an illusion. Long-term contracts and obligations are now multi-year windows for AI to replace you. Analysis & Examples $CRM $ORCL $WDAY $NOW:
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“Culture is the top driver of employee satisfaction, well ahead of compensation, perks, benefits.” Experts in corporate culture agree on its importance. Leaders should take inspiration from the firms that do it best. Listen to “Boss Class” econ.st/3SU7RA4
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A biting assessment of Europe by @TheEconomist: “Europeans know the global race for economic supremacy is lost. But the continent’s business model endures: it is a third poorer than America, works a third less, and is a lot more tanned at the end of August.” #economy
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The American capital flight trade is back. Stocks, bonds, and the dollar are all sharply down. Gold way up. The pattern is new to US but familiar in emerging markets that are becoming submerging markets.
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Lindsay A. retweeted
salient
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Open always wins in the end. This pattern plays out again and again. Closed takes the early lead but eventually open wins out because it can bring more minds to the table at bigger scale. Once we get to fully distributed training across the world it's over for the model of buying a bazillion GPUs that depreciate faster than a car and represent nothing but a cost sink to that software business.
LMAO 😂 Sam Altman is probably not sleeping well. Kai-Fu Lee (Taiwanese businessman and computer scientist)
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“Im good for $80billion…” has to be the best mic drop of the week. @satyanadella is the GOAT.
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This is what it’s like bringing your engineers to a client meeting
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Lindsay A. retweeted
This is real
Still can’t believe this is real.
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The 5 year 5 year US Treasury yield has just hit 5 percent even as the real yield for the same horizon is above 2.6 percent.  This confirms concerns about looming budget deficits and a rising neutral rate.
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Lindsay A. retweeted
insane thing: we are currently losing money on openai pro subscriptions! people use it much more than we expected.
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Detroit goes up 31-9, with 5:14 left in the game. For the first time the Lions are the #1 seed in the NFC. Ladies and gentleman, start your snowblowers.
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Lindsay A. retweeted
"In specialized domains like biology, there's a clear limitation of what we've written down in words. These protein language models have learned new concepts ... and now it's our job to extract those using techniques like SAEs." @james_y_zou on AI-driven discovery in biology 🧵
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This is an amazing stat. By any reasonable standard, Ryan Day has done an amazing job at OSU. But I suspect OSU fans aren't seeing it that way this morning. Cooper + something.
Ryan Day is now 45-1 against Big Ten teams that aren't Michigan, and 1-4 against Big Ten teams that are Michigan
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Michigan Beats Ohio Again!!! #Goblue
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Presidents do not have to be saints, and we hope that a second term for Donald Trump would avoid disaster. But he poses an unacceptable risk to America and the world. If The Economist had a vote, we would cast it for Kamala Harris econ.st/3NKsH2r
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An index of Rolex Watch Prices is at its lowest level since November 2020, down 30% from the peak in March 2022. bilello.blog/newsletter
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From @TheAthletic: Brazilian surfer Gabriel Medina scored a historic 9.90, the highest single wave score in Olympic history, advancing to the men's quarterfinals. A photographer tracking him produced an iconic photo: nyti.ms/46pGIem
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