Forward Deployed Nerd. Weekly extended write-ups on Software, AI & Investing. https://teapawt.org/t.co/wCDQ1Jx4dv
Joined July 2014
- Tweets20.8K
- Following5.5K
- Followers2.6K
- Likes155K
Whaaa
today, we introduce a little mischief to the world.
for four years, we’ve been brewing real brain cells on electrodes to understand how they compute. now, we’ve turned those discoveries into a video model anyone can use.
from 0.5¢ a second, mischief 1 is at least 5x faster than its base and the cheapest image-to-video model on @fal and @OpenRouter. soon to be on @awscloud marketplace.
it’s not a delusion anymore. biocompute is real, commercial and this is just the beginning.
happy halloween.
I have spent the past two weeks really getting into Muse, and I can already feel the reliance creeping in. That is the part that worries me a little.
A personal agent that knows my calendar and my location can act before I even ask. It feels magical. It also means I am handing over more of my life than I have really sat with.
Product & Investing Nerd retweeted
I have zero hardware background.
Today a Shenzhen hardware founder told me that doesn't matter anymore.
More and more people like me are starting physical AI companies. Here's why:
1. ChatGPT 6 Astra designs the board.
Describe what you want and it draws the circuit. You still get an engineer to check it.
2. Shenzhen prints it in 2 days.
A custom circuit board at your door in 48 hours. Flexible boards like the one inside these glasses can be back in 12 hours.
3. One supplier does everything.
Some take you from a sketch all the way to mass production.
4. Building is no longer the bottleneck. Customers are.
Robot and humanoid companies here don't need more partners. They need people who'll actually buy.
10 years ago, you needed a team and a million dollars to make hardware.
Today, you need a laptop and a flight to Shenzhen.
What coding did for software, AI plus Shenzhen is doing for hardware.
What part have you been struggling to source? Drop it below and I'll go find it while I'm here.
Well this is interesting
Reddit's U.S. Daily Active Users declined YoY for the first time in 4 years.
Shares are down 17% after hours.
$RDDT
Pretty cool.
Today we launch @VirajAero (YC F26).
We built a turbine to fly. Now it powers data centers: it makes its own cooling water from the exhaust, gets 40% more power from the same fuel, and gets permitted in weeks.
No water connection, no wait for the grid.
Wow.
Today we’re announcing @DoorDash’s intent to acquire @Instacart.
Both DoorDash and Instacart share a mission to help local businesses succeed. Together, we could give grocers and retailers of every size the best of both in one service: DoorDash's delivery network and Instacart’s grocery and fulfillment technology, along with the advertising and AI tools each company has built.
Until closing, DoorDash and Instacart will keep operating as separate, independent companies.
Find out on how we’re helping Main Street compete and keeping more dollars local: shoplocaltogether.com
For important additional information, read more here: ir.doordash.com/news/news-de…
The more I experience AI, the less I think any of us has a good sense of how much it will change our personal and professional lives. And the more I use it, the more the blindspots worry me.
I want to look at AI eating software from the buyer's perspective. Not those building it, not those investing in it. I mean the people actually writing the checks to run their organizations.
Core systems will hold. Non-critical ones will find their own level. Vertical market software sits firmly on the unshakable end, because it is the lifeblood of operations, not just a hired tool.
Companies will buy the truly mission-critical software, and the ones they cannot bother to build in-house economically. Everything in between is up for grabs.