Colin Campbell @ccamp___

people are desperate for a reason to be bearish on the labs… i think because they’re afraid of what it means if they continue to scale as they are. people want them to fail because it would provide a return to normalcy and that’s comfortable. but that old world is dead and gone

Today I joined @reactorworld with @jcsabath and @toddelvers. John, Todd, and I have been working with each other for over a decade, and I couldn’t be more excited to continue that work as a part of the incredible and inspiring team at Reactor. When we first met @taiuti and @_bschmidtchen back in October, I knew we’d cross paths again. We all share the belief realtime is the future of AI, and over time, it became obvious they curated the means to distribute and advance that future. “We want to be the place where you do your life's best work, and are unleashed. We’d love for you to join us, and make history together.” Also: I’m moving to SF! DM me if you want to hang out!

Some news: As of June 30, I'll be on leave from Stanford at Anthropic. I'm joining the Anthropic Institute, where I'll continue my research on AI and our economic future and give seminars and talks as always. 1/3

this is what they do to non technical people in san francisco

@coverd Huge

We just launched a credit card that gives you up to 100% cash back rewards. Credit card rewards are broken. A stagnating, ossifying industry has spent decades collecting fees while handing back perks that rarely deliver. Points that are hard to use. Lounges that are hard to reach. Fine print that works against you. Innovation stalled because it could. So we built what they didn't. Coverd flips the script. Up to 100% cash back rewards in a transparent matrix — a live, regularly updated grid where you can see exactly how to get to 100% cash back. No fine print, no guessing, full agency. Every swipe is an entry into the rewards pool, and you see it all happen in real time. Grocery run. Gas station. Dinner date. You spend — we've got you Coverd. This is real transparency and empowerment — no $900/year fees, no settling for B-tier lounges. 50,000+ people have joined the waitlist. The doors are now open. The Coverd Card is live today. Like + repost + comment "COVERD" — we're pulling people straight from this thread for priority access to our metal card program. #getcoverd #coverdcard #personalfinance

what part of the cycle is "my mother in her sixties reading situational awareness"??

New @GreylockVC Change Agents is out today featuring @tuhinone from @baseten We discussed all things inference: - Moving from rented to owned intelligence - How the most advanced AI companies are post-training OSS models to give them more control over performance, runtime requirements, and cost - With agents, inference is evolving to a set of tools for continuous learning vs just "run this model" - Capacity constraints are worse than you think, and nobody is willing to take a hit on capability Full episode below

I will believe AI is driving productivity gains in the old economy when a front desk person checks me into a hotel with less than fifteen hundred keystrokes and mouse clicks.

@atelicinvest lower tco.....

This is like when Red Lobster launched Endless Shrimp

OpenAI @OpenAI

2 months ago

Introducing OpenAI Guaranteed Capacity: a new offering that enables customers to guarantee long-term access to OpenAI compute. We’ve made long-term investments in infrastructure, partnerships, and capacity planning to help customers scale reliably. Now, Guaranteed Capacity

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When my wife was in business school, people would occasionally refer to someone else as "first-time cool" – meaning that they had been marginalized socially before (at prior jobs, college, HS, wherever), and were reinventing themselves in a new social arena. Often by trying a little too hard and aggressively leaning into prevailing social indicators in an off-putting way. For example – talking too much about extravagant trips, how drunk you got last night, or whatever bschool networking thing was most in vogue. The result was that you had some people who were a little bit cringey and were also subtly trying to send various kinds of social status signaling into overdrive. It basically created an overclocked version of high school preening. It was viewed as pretty weak, especially for people in their late-20s / early 30s who were generally real adults. (Also to be fair, calling someone first-time cool was obviously not very kind) I think that SF tech has 2 things that create the dynamic in @deedydas's (very good, true, and sad) post: * Status in the AI boom is essentially 100% indexed to $$$$ * There's a ton of people in SF tech who are first-time cool, and they're taking this extremely reductionist view of status and turning the intensity up to 11 For a super crude comparison – in NYC (the #2 tech hub), you don't get nearly as much of this feeling because there are other industries in town and other ways to have status than your tech compensation. Like making $5M/year at a frontier lab is certainly cool, but so is making $3M/year in finance. And it's also cool to be great at playing the piano or to have a great butt or to be athletic and 6'4". I see this lightly breaking my friends' brains. We used to talk a lot about going back to the bay but at least as of right now I wouldn't be comfortable raising my kids in that environment.

Deedy @deedydas

2 months ago

The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen. Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders - have hit retirement wealth of well above $20M (back of the envelope

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@poet_of_kria If you want a bowl/salad type lunch Cafe Reveille is so much better. Solid salad options with real protein options for vegetarians (unlike Souvla’s sweet potato which is just more crabs). Shame they’re not open late at night. If they stayed open until 10pm, I’d eat there everyday

@lefttailguy @MetacriticCap $1k/month for sure esp. if people just have corporate access to latest high parameter count models

Only took us a week to go from top 100 to top 80. When it starts going…it really starts going. 🚀 And yes, few things make me relish more than taking down fkin Bilt.

@CorinneMRiley cool

@Kaizen_Investor DM'd

@atelicinvest snipe

👀 Sorry @RamP

This is going to be such a good Aaron Sorkin movie

X Freeze @XFreeze

3 months ago

Interesting how it works Elon puts up his own money, rounds up the absolute best AI talent on the planet, leverages every connection he has to secure serious resources, and launches OpenAI in 2015 as a pure non-profit explicitly created to develop AI for the benefit of

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