
CEO @mimirsystems $BTC since '11 🧡 Go Pack 💚💛
Bangkok, Thailand
Joined March 2009
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Do you think the baristas at Capital One Cafe get more tips?
I never leave a tip at Starbucks but I always leave $1 at Capital One because hey you already made my $7 latte $3.50 even with the tip it was cheaper
This one actually baffles me all the time
I have LinkedIn Sales Navigator. I know what the filters are.
The quarterly outreach from Jane St I understand but I will get recruiters pinging me about entry level data roles. Read!!
I appreciate that Karpathy is not doing the thing where we say normies just don't get it
Every day my job becomes more CEO and less engineer. While I understand how impressive the frontier models are, they're just not that useful to me in this role
Dusting off this tweet from April because this gap in shared understanding of LLM capability is *widening*. It's now less "two groups of people speaking past each other" and more a sharp funnel.
- Napkin math somewhere around 6B people (~75% of the population) have barely come in contact with LLMs at all.
- Around 1-2B (~20%) are casual and infrequent users of free-tier ChatGPT-like products. This group sees derpy chatbots and treats them a bit like a better Google search, a writing aid, or etc. Maybe an agent tries to book you a flight. I have non-tech friends who (reasonably, imo) say they have not much use for it at all. Even many professionals outside of math&code are in this tier. For example, execs and many other functions spend a lot of their time talking to other people, so while they understand what is happening intellectually, it is still second-hand and a bit abstract.
- Now we get to professional use of frontier-grade LLMs in math&code. Somewhere around 20M people (0.2%) see first-hand that large, complex projects that used to take them weeks/months can now be completed by agents with a prompt. Building apps, copying apps, translating apps, decompiling apps from binaries... This has all happened very quickly and recently - less than 1 year ago, I was writing code manually by hand, typing memorized computer code commands into a code editor character by character, occasionally pressing Tab to autocomplete a little chunk of code.
- And finally we get to the ~5,000 people (~0.00006%) with access to frontier-grade systems internally. The external world has seen the preview. It looks like swarms of thousands of agents collaborating over weeks on software mega projects: minting zero days, running cyber attacks and defenses at machine speeds, discovering new science, advancing the frontier of mathematics. Things that would have taken top professionals in the industry years of work. Meanwhile, human review and comprehension are starting to fall behind. For example, people are still involved in the "archeology" of the OpenAI-HF incident from many months ago. Mathematicians may be poring over the 722 manuscripts on frontier mathematics for a while.
The funnel is driven by a combination of factors:
1. The impact scales with ambition, problem size, and horizon. A question with a paragraph answer barely stresses the system. You need a reservoir of big, difficult problems that you really care about. This aspect drives the consumer / professional dimension of the funnel.
2. The jaggedness of the system (which I have written about a lot separately). Capability peaks in domains that are digital, verifiable and economically valuable. This is because LLM capability emerges from reinforcement learning on verifiable rewards on a curated environment mixture driven by revenue potential. This aspect primarily drives the area (e.g. math&code) dimension of the funnel.
3. Access. Free-tier, paid-tier, internal.
So this is the weirdness of the moment. The general public has mostly not interacted with these systems. When they have, it looks like a derpy chatbot. The majority of professionals still see only a modest uplift. And a small sliver of professionals are experiencing the vertigo of the curve going vertical. And it is all happening at the same time.
One of my favorite (tho very cringe) ice breaking questions is "how many domains do you own?"
Zero -> normie
One -> tech dude with a personal website
Anyone with more than one seems to stockpile them
On Wisconsin
A @NobelPrize for a Badger 🏅
Congratulations to Francis Halzen, named the 2026 Nobel laureate in physics for his groundbreaking work with @uw_icecube to advance our understanding of neutrinos and the universe’s most energetic events.
news.wisc.edu/university-of-…
I took a photo of this sign just a few weeks ago! Extremely Wisconsin sign
Having just spent two weeks visiting my family in Wisconsin I'm telling you this is a case of Flyover State Syndrome
It is on everywhere, all the time
It's just not on anywhere in NY or CA so you don't notice it. No chart crime, just a divided country
No guys, I haven’t heard it. The real story here is how these charts are being manipulated. If this song was out 30 hell even 10 years ago and actually spent this much time at #1 it would be unavoidable all over the radio & in everything. It simply is not. I don’t really listen to Sabrina Carpenter, but I hear her music everywhere. And if something is making a run at the greatest Christmas song ever written on the charts, it would be literally inescapable, just like that is and WAS in 1994.
As someone with an unusual degree of knowledge of Islamic finance from my crypto days I am deeply invested in Clavicular's new special interest
Let me give you a basic education on Islam.
I will not insult you, despite you not only eating pork, drinking alcohol, and committing takfir on thousands on your stream, but also demanding that Allah send me and my Duel colleagues to burn in Hell for eternity.
This is not Islam. You can take a page out of Christ's book and be better than this.
You argue that zero edge gambling (which only Duel provides) is haram because gambling is haram. By your logic, all forms of investing would also be haram. Investing in stocks, trading, buying property, or investing in people's businesses. At face value this could not be true, so let's actually examine the scriptures you failed to ever read.
First is the principle of Mutual Consent (4:29 in the Quran), which states "Do not consume one another's wealth for nothing, but let there be trade by mutual consent." Zero edge gambling is a trade being made entirely with mutual consent for both parties.
"Gain goes with liability for loss" (al-ghunm bi-l-ghurm, Majallah art. 87) is the clear provision proving that taking risks is absolutely allowed in the Quran. It is through this underlying principle that Muslims are able to invest and take risk. What is not permitted is taking destructive risk, like gambling at casinos other than Duel, which have a house edge and thus a negative expected value on your money.
This is widely accepted by scholars. Without accepting this provision, you are calling every Islamic stock investor a kaffir. Every Islamic entrepreneur a kaffir. We both know that risk does not equal haram.
"No harm, and no reciprocating harm" (Ibn Mājah 2341). "Matters are judged by their aims" (Majallah art. 2; Bukhārī 1) are further principles from the Prophet outlining that when entertainment and recreation arise from the activity, the harms the laws guard against simply never arise. Recreation is Sunnah, and harm is the test. You wouldn't know this, but the Prophet raced young Aisha and let her watch the Abyssinians play in the mosque, as a form of entertainment and recreation. That was considered value to him.
I could get into several further scriptures and examples, such as the Hanafis already allowing two sided race bets once a third rider with 0 stakes is added (very similar to what Duel already provides with the audit server system), but it's been well accepted by any reasonable Islamic scholar taking a full assessment of the situation that zero edge gambling, and only zero edge specifically, as is available on Duel, is completely halal.
To explain it more simply so that someone of your caliber can understand: the Quran banned gambling as a practice because it bred hatred and ate wealth for nothing. A risk-taking activity without the expected downside, zero house edge, with mutual consent, fairly capped at 50/50, and purchased for enjoyment (thus making the expected value positive), does neither. Even you probably know "the default in all things is permissibility" (al-aṣl fī al-ashyāʾ al-ibāḥah, al-Suyūṭī, al-Ashbāh wa-l-Naẓāʾir) rule...
My fatwa is grounded in actual scripture and Islamic text. You on the other hand constantly make a fool of yourself by never knowing even the basics of "your" religion.
Instead of working with the angels and spreading love (which you could do with your platform), you constantly commit haram activities. You invoke Allah's name to condemn our people at Duel to hell. Constantly. You call Muslims kaffirs, which is a worse Islamic sin than anything we have ever done. You posted a video depicting a man putting up a flag of Islamic terrorism and deleted it shortly afterward. You have been insulting White Christians non stop, making fun of Christianity, and asserting that Islam will impose itself in every household forcibly.
None of this is peace or love. None of this is what Allah wanted (and we worship the same God, just with different names). Educate yourself.
I was having coffee with two other female defense tech CEOs one says
"VCs are fuckers..."
Guy gets up from the next table "sorry to interrupt, I'm one of the fuckers. What you're all building sounds really cool"
Felt like SPC blue bottle right here in Arlington
Any decent engineer can study their way to leetcode proficiency. Just study for the test
"But it has nothing to do with the actual job"
Neither does the SAT, which proves you have basic reading/math skills and the discipline to study for the test
Just study for the test
I've long contemplated a sort of enforced noblesse oblige
Let the billionaires bid on a tax credit for building a new bridge, they get to name it after themselves, we get a cheaper and better bridge than if the government had built it
“openai should pay its taxes” is a coherent position
“openai should pay its taxes, then personally build our housing and run our schools because city hall didn’t” is not
but that’s the argument being by the sf gate in this article
the funniest part is that if openai actually did it, the backlash would be immediate
build 1000 apartments in the mission? gentrification
start a school? billionaires shouldn’t control education
fund a hospital? keep tech out of healthcare
we don’t even have to speculate. we’ve run this experiment already
zuck gave $100m to newark schools and got attacked for billionaire influence over public education
he and priscilla chan gave $75m to sf general, the largest private gift in its history.
a few years later, people were protesting to get his name off the hospital
ray dalio put $100m toward helping connecticut’s poorest students. the public-private partnership collapsed amid fights over transparency and private influence
so what exactly is the acceptable option here?
pay taxes? apparently not enough
directly solve the problem? unacceptable corporate influence
give the government even more money? that’s just taxes again
if sf takes hundreds of millions from openai and still can’t deliver housing or education, the obvious question is what happened to the hundreds of millions
not why openai hasn’t started running schools and building apartments itself
That's literally exactly the point
Speed limits are lower than the actual safe speed. People mostly drive above the limit but safely
Enforcement is for 1) people who are actually driving unsafely 2) a pretext for pulling people over to look for other crimes
I have a friend who is ~40, moved to the US from India when he was 18. He's a senior director at a major bank. Any sane system would allow him the green card he desperately wants.
I am significantly less sympathetic to H1Bs that didn't come through American undergrad
It's interesting to me to see a lot of people comment on visa stuff without actually going through it.
I am a proud American citizen who has also had the following visas: F1, OPT, CPT, H1-B, EB-3 Green Card etc.
I think ALL of the following things can be true:
1/ There is abuse of the H1-B system. We should 100% stop that. It prevents legitimate use cases. I am glad the government is doing something about this.
2/ We make it too hard for truly high-skilled workers to stay in the USA. It is a huge source of strength for us that the sharpest minds in the world WANT to come here.
3/ In particular, high-skilled Indians have it harder than most.
4/ In any country, the laws and regulations should prioritize it's own citizens.





















