SGM (@sgmlabs) profile picture

Founder, ex Looker / MIT. 🇺🇸🇮🇱 Goal: my app on your phone by 2028

Joined September 2007
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Why smart people believe stupid things..
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Yet, every conversation with "cracked marketers" always ends up the same: "I could built it" -> "let me give it to Claude" -> "actually, I won't do it" p.s. have yet to see one amazing product from Greg Have you?
i think we've reached the point where the cracked marketer is more in demand than the cracked engineer
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maybe the time for Silicon Valley VC Nepo babies to stop pretending to be useful in the ecosystem that does not need them, and instead go join politics. As much as founders hate dealing with VCs, we hate dealing with politicians even less - especially the socialist kind. This is not going to be a popular opinion, but Nepo baby VCs could be very skilled politicians. If only they left VC industry to people who actually know how to assess risk - successful founders. But alas, we've had a 2-3 generations of extreme wealth making, and these already wealthy Harvard graduates decided that it is not worth it for them to exist on a mediocre compensation of a politician, when they can make tons of money in SV. It is 2026. Very clear that most Junior VCs will never make much money at all. It is time to quit the FOMO, and do something real for a change.
Texas Governor-elect Gina Hinojosa, the first Democrat to win the state's governor's race in 36 years, in a new interview tonight on Elon Musk and AI data centers: "We can have a strong working relationship with Elon Musk and his companies, but it has to be on our terms. We have always been a pro-business state, but data centers have moved into mostly rural communities and there are no rules to protect Texans, so the difference is we will have laws to protect Texans. We can have a strong economy and strong industry, and protections for Texans." It sounds like Gina is not going to stop the construction of data centers that have already started are received all permits, but that there will be a pause on any new permits once she is Governor until some sort of "laws and protections" are put in place. This would be good news for SpaceX and other companies that have already secured permits for big data center capacity expansion in 2027. Beyond that, we'll see. Seems like these new elects are open to work with companies.
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Haha, but in all seriousness, I think the more likely scenario is closer to Oregon farms: Data centers on fully autonomous private land where both electricity and water is self-sufficient + tons of security all around. If I own a large piece of land and don't disturb anyone outside of it, who are you to regulate me? This might as well become a Constitutional issue at that point
the first 48 hours of Woke 2 has already produced more humor than the entire decade of Woke 1
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Reading comments on this makes me realize a large audience is not always such a good thing. The guy is getting hammered ⚒️. Few are buying the David vs Goliath take
Let me tell you a story about how unethical Anthropic is. In April, the Anthropic team began heavily courting our engineering team to tell them corporate secrets, technical details, and future plans for @cfosilvia. They pretended their interest was due to our exploding popularity and accelerating compute usage, but it quickly became apparent that Anthropic was fishing for details on how we built our product and why it was so popular. This included the Anthropic team trying to wine-and-dine our engineers, including a infamous steak dinner where someone told our team "don't worry about it, this is on Dario." Our team was not born yesterday, so we quickly realized what was happening and refused to share sensitive information and technical details with the Anthropic team. As we suspected, Anthropic was trying to get information from us, so they could build a competing product. Some people on their team must have a guilty conscious because they messaged us a few days ago to give us "a heads-up" that they were launching a competing product. Thankfully, the Silvia engineering team has been aggressively working to get off the frontier models for the last ~ 6 months. That effort has been highly successful, because our compute costs are ~ 97% lower when we use our own model & hardware, the latency is lower, and the accuracy of answers materially increases as well. The sad thing for Anthropic is they have now released an inferior product and they had to sell their soul to do it. The only thing worse than being a trillion-dollar company that can't beat a 10-person team is being a trillion-dollar company that no one trusts and everyone knows is unethical. Serious investors continue to choose @cfosilvia over ChatGPT, Claude, and other frontier companies because these products are not optimized to solve the actual user problem. Today, Anthropic launched a Claude wrapper that is masquerading as a personal finance product. Best of luck to them. But I will take the Silvia misfits vs the Anthropic losers any day of the week. if you want to support people trying to do things the right way, and help investors be more informed, then consider signing up for Silvia today: silvia.com
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aged well..
To peoples who are wondering how the stock market has gone up after yesterday: MARKETS LIKE DIVIDED GOVERNMENT. No one can get carried away and do things unilaterally . Don’t shoot the messenger
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AI competitions are so frustrating. One week OpenAI is a bad guy, next week it is SpaceXai, after that Anthropic. If only we could go back to simpler times 👇
Muse $20 plan is near infinite usage and the upgraded model is actually really great. As much as I prefer Grok Bot, it’s such a relief not worrying about usage limits anymore. I hope to get back to using Grok Bot soon, but for now the usage issues are too much of a deal breaker.
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What's practically useful about this?
Last night was special. Election days just never get old for us at Polymarket. Watching regular people experience the beauty of market based forecasts as the results come in. How practically useful it is. How simple it is to interpret. When it clicks, it clicks. It’s now routinely hours between when prediction markets call it versus the TV networks. The networks hold out until absolute certainty, and the suspense keeps it entertaining all night. No knock to them, but now there’s Polymarket, and many people are realizing they want to know what's happening in real time. I know the industry has gained a mixed rap for a variety of reasons, many of which are criticisms with real merit. But I think I speak for both myself and my peers when I say we got into this because we really love the idea of markets being able to place a price on the future (e.g. Democrats had a 92% chance to take the House on Polymarket), and how that can help people better understand what's likely to happen and make decisions accordingly. Our mission is to make sure we deliver on the promise of prediction markets, which was on full display last night. In the midst of so much noise around what we do, the American people get to see what Polymarket is really all about. Feels like one step closer to the dream. Onwards.
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Because NBC does not have data. They share the same data provided to CNN and other media firms teapawt.org/sgmlabs/status/2118062…
Interesting— NBC was not able to collect polling data for one group in Michigan: Jews. It’s as if they felt afraid or intimidated to speak to the pollsters about their vote.
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In my former life I was a Statistician and a Silicon Valley based Data Scientist, so let me answer definitively that the whole premise that Jews voted for Democrats (and the first Openly Muslim senator) is nothing but the latest trope... What the polls actually show about Jewish voters in 2026 (and what they don't): The national number everyone is repeating Since election night, I've seen the same statistic pop up everywhere: Jewish voters went roughly 67% Democratic this cycle. It shows up in NBC's exit poll coverage, in advocacy group press releases, in casual conversation as settled fact. I spent a few hours this week tracing where that number actually comes from, and I want to walk through what I found, because the real picture is a lot THINNER than "multiple polls confirm it" suggests. Start with the "EXIT POLL" framing itself. When NBC, CBS, CNN, AP, and Fox each report a Jewish voter breakdown this cycle, it looks like 5 separate confirmations of the same fact. It isn't. All 5 outlets are publishing numbers from a single shared vendor, SSRS, running one (that's right, ONE) survey called the Voter Poll on behalf of the entire consortium. Six network bylines on the same spreadsheet is not five independent checks on a finding. It's one measurement with six press releases attached to it, all branded under their individual media names. The advocacy-side polls have the same problem in miniature. The Jewish Voters Resource Center's poll and the Jewish Electorate Institute's poll both get cited as separate corroborating evidence. Both were fielded by the same polling firm, GBAO Strategies. Two sponsor logos, two press releases, one survey house running both instruments. When I actually counted the genuinely independent measurement operations behind the "five polls all agree" claim, I got 2 (3 tops), not five. This matters more than it sounds like, because polarized elections have a documented history of this exact failure mode. In 2004, the national exit polls significantly overstated John Kerry's support, and the pollster's own post-election review traced a large chunk of the error to Republican voters that year being less willing to stop and talk to an exit poll interviewer than Democratic voters were. A bigger sample would not have fixed that problem. Only a different design would have. The same mechanism applies here: a poll asking Jewish voters about their choice in an unusually bitter, identity-charged race is exactly the kind of survey where willingness to answer at all might correlate with the answer itself - i.e. republican-voting Jews never self-identify, etc. But above is just skimming the surface. Now, for the real Statistics. As the famous saying goes: "Lies, damned lies, and statistics" - turns out, very applicable here 👇
Replying to @jacobkornbluh
It's always interesting when Jews have polling numbers in nanoseconds, but nobody else.
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If the national claim has some real, if overstated, support behind it, the Michigan claim doesn't have much support at all. The specific assertion is that Jewish voters predominantly backed Abdul El-Sayed over Mike Rogers in the Senate race, and the evidence offered for it is a poll of 482 Jewish early voters conducted October 25 to 31 on behalf of a group called The Jewish Majority. I read that poll's own published methodology directly rather than relying on how it got summarized in the press, and a few things stand out immediately. First, the sponsor. The Jewish Majority is a Washington-based advocacy organization whose explicit mission involves pushing back on what it sees as the Democratic Party's treatment of Jewish concerns. That doesn't make its numbers false, but a finding that happens to support the sponsor's existing narrative, that a Democratic Senate nominee badly underperformed a fellow Democrat among Jewish voters specifically because of antisemitism concerns, is the kind of result that calls for independent replication before anyone treats it as settled. They have an incentive to make their group larger than it really is. I looked for a second poll measuring the Jewish vote specifically in this race and could not find one. The entire public narrative about Jewish voters in Michigan rests on this single survey by a pro-democrat agency. READ THAT AGAIN! ☝️ Second, the pollster. This was run by Mercury Public Affairs, a political consulting firm, not by Edison Research or SSRS, the organizations that run the standard exit polling infrastructure for the major networks. Multiple outlets, including Jewish Insider and Forward, nonetheless described this survey as an "exit poll." It fielded only among early and mail voters, before Election Day, before the race was decided, and before at least one notable late endorsement in the race. It was NOT an "exit poll". Calling it an exit poll borrows credibility from a methodology it doesn't actually use, and generalizing its findings to "the Jewish vote" in Michigan skips over the fact that early voters are a different population from Election Day voters, typically older and more habitually partisan. Third, and most importantly, the sampling frame itself is never disclosed. The poll's own methodology note tells us the sample was weighted by gender, age, geography, education, and recalled 2024 vote, and that respondents "identified as Jewish" when contacted. What it never says is how the list of people to contact in the first place was built. Were they drawn from a voter file vendor's statistical model of likely Jewish surnames and neighborhoods, from synagogue or Jewish organization membership rolls, from some combination of the two? Or was the list just made up of pre-selected members of this democratic Jewish voters to begin with? Nobody competent objects that they personally weren't surveyed. The real question is how the pool of people eligible to be approached in the first place was assembled, because that pool was never a random slice of Michigan's Jewish voters. It was a list built by someone, using some method, and that method is not public. A list-based targeted poll like this one risks systematically excluding people who are Jewish but don't show up on whatever list was used: secular or unaffiliated Jews, intermarried households, people without a "listable" surname, recent movers, lower-propensity voters who've never donated to a Jewish organization or joined a synagogue. None of that exclusion is random. And a bigger sample size doesn't fix it, because the problem isn't noise, it's a systematically incomplete list. Even taking the poll entirely at face value, the topline numbers mask how thin the underlying subgroups actually are. The finding that "99 percent of self-identified Jewish Democrats who didn't vote for El-Sayed would have voted for a different Democratic nominee" sounds precise, but that statistic is computed on a fraction of the 482 total respondents, likely somewhere in the range of 100 to 160 people once you filter down to Democrats who specifically rejected El-Sayed. At that sample size, the real margin of error is closer to 8 to 13 percentage points, not the headline 4.9 points that only applies to the full, unfiltered sample. The poll's own methodology note acknowledges that subgroup estimates carry more uncertainty, without putting a number on it, which leaves most readers assuming the precision of the topline applies everywhere in the report. It doesn't. There's also a quieter problem worth naming: even the secondary press coverage of this single poll doesn't agree with itself. Some outlets reported El-Sayed at 57 percent and Rogers at 34 percent, matching the pollster's own release. Others reported El-Sayed at 60 percent and Rogers at 36 percent. That's not a rounding difference, it's two different numbers being treated as interchangeable facts by outlets covering the same underlying survey, which should be a signal to slow down before repeating either figure as precise. So for the Michigan claim, here's the full list of holes as I see them: - a single advocacy-sponsored survey with no independent replication, - a pollster that isn't part of the standard exit polling infrastructure - an undisclosed sampling methodology that almost certainly excludes meaningful parts of Michigan's Jewish electorate in a non-random way - subgroup statistics reported with topline-level confidence despite much smaller real sample sizes, - a survey window limited to early voters rather than the full electorate, - press coverage that can't even agree on the basic numbers from the one poll everyone is citing. This claim rests on far less than the national one does, and the national one already has more holes in it than its confident repetition suggests.
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To sum up, don't trust any of the reporting. I'm not arguing either outcome is wrong. With Jews or without Jews, the actual outcome would likely be the same. But the evidence being waved around to prove this centuries-old trope that Jews always vote socialists / etc is much weaker than the confident way it gets repeated. Note that above argument was built without assumption of any wrongdoing. Couple any of the above - like a random 1% mistaken identification - with actual desire for wrongdoing, and the results on any narrative are catastrophic. You can basically start to tell whatever story you want about Jews. Regardless, the pattern in both cases is the same: a small group gets measured either by casting a wide net over the general population and asking people to self-identify into the group, or by building a targeted list of people assumed to belong to the group and confirming it when contacted. Neither failure mode is fixed by a bigger sample or a tighter stated margin of error. Both require knowing exactly how the data was collected, and in nearly every case examined here, that information simply isn't published. Don't believe every headline you read...
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Reminds me of how the whole world believed that Jews are socialists and run Soviet Union - until one day suddenly that same world decided that Jews are actually evil capitalists and run all the world's largest banks.
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I am confused why they call him the first Muslim senator. Wasn't Obama the first Muslim senator? 🤔
HOLY SH*T: A radical Muslim socialist is favored to become the first Muslim Senator in U.S. history. The GOP has failed us. Do you think Abdul El-Sayed will win??
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13M views in 7 days, @ycombinator good for ya?
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Hi, also solo builder here from 🇺🇸🇮🇱 Data Science and Bay Area startups background. Now living in a remote suburbia with my 3 kids. Writing about tech and politics because both have impact on me an my kids. Let's connect 🤝
Hi, I'm Daniel 👋 37. Ex-CTO, now building solo from Austria 🇦🇹 with little kids at home. Building hypermonitors.com (uptime monitoring) and hyperlogin.com. No startup scene here, just a laptop and too many ideas. What are you building? Let's connect 🤝
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The best engineers are allergic to AI The best sales people are allergic to AI The best... True, but what if the average in X + AI > the best in X ?
"The best marketers are allergic to AI."
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I was born into socialism. All the pictures of me as a kid are in black and white. My wife jokes that I am as old as her grandfather because even her parents' had their portraits in color. Capitalism is tough, but it is a lot better than the alternative.
I used AI to create this short film. America, you’ve been warned.
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