AI Founder, Stanford MATH PhD; earliest transformer AI researchers.

AGI house at Hillsborough
congrats for the super successful Ray Summit, amazing event @robertnishihara
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Bill Sun retweeted
Coding taught AI how to execute. Investing may teach it judgment. @BillSun_AI believes financial markets could become the next training ground for machine intelligence. We explain why: open.substack.com/pub/studio… #ArtificialIntelligence #Investing #MachineLearning #VentureCapital #FutureOfAI
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I think this name started from Ren-Tech in Quant trading?
Whoever invented “Member of Technical Staff” was a genius. It filters out Staff/Principal title-maxxers, protects engineering and research from corporate ladder brain, and leaves recruiters staring at LinkedIn like: “Is this person L4 or L7?” MTS is the best title. Happy to be MTS.
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Publishing a fun discussion (in Chinese) about Anthropic's Mythos model. Last time we had a chat on the topic of Anthropic in 2026 Jan when Anthropic is raising 350B valuation round, and I predicted there will be major correction for the whole enterprise software, especially SAAS sector. This time at 2026 April 16, Mythos's launch made a splash, and recently Anthropic is raising 900B valuation round, let's try to make some prediction on what kind of impact on stock market that Mythos will have.
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A fun podcast I hosted about personal AI hardware with Jaggie Zhu and Austin Mejia from @PLAUDAI
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Top takeaways: “Plaud is really about augmenting your professional life and giving you the freedom of perfect memory.” “We index on people for whom the value of their time and presence is worth hundreds, if not thousands, of dollars.” “We’re really trying to augment conversational intelligence, which most of the time involves two or more people.” “We make uncompromising investments in our hardware so that the fail state isn’t your hardware.” “We’re one of the only solutions that actually lets you store your own data on-premise.” “We’re the only player in the space building our own hardware, our own speech-to-text pipeline, and our own infrastructure around it.” “The magic of always-on agents is that they’re one step ahead of you, but in doing so, you compromise on your privacy and your agency.” “The best device isn’t the perfect thing for someone 24/7, but the best thing for the task you have to do today.” “Glasses are an incredible, very spiky form factor, but they’re not for everyone and they’re not for every scenario.” “On-device is a necessary part of the future, from a privacy perspective and from a reliability perspective.”
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In this session of Innovator Coffee, we sit down with Austin Mejia, founding PM from @PLAUDAI and Jaggi, Serial Entrepreneur, a seasoned product executive and investor for the #humanX 2026 onsite live podcast. Welcome to our guest host @BillSun_AI “We index on people for whom the value of their time and presence is worth hundreds, if not thousands, of dollars.” Welcome to the Innovator Coffee, a podcast that bridges the gap between people and the world of #AI and #innovation. Follow us on Sportify, YouTube and Apple to like, share and comment. See the full session below next week: piped.video/pMqByhIsm5c?si=ZFxb… #Innovatorcoffeepodcast #AI #innovationmahakumbhbastar
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Bill Sun retweeted
量化交易员的护城河是模型!而模型是可以被复制的。当 AI 全面参与量化,所有人用同一套框架做同样的交易市场回到均衡,alpha 消失,没人赚钱。 但 Druckenmiller 那种,把 1/3 仓位押在一个大 Idea 上,赌 5-10 倍——这种判断,不在模型里;它在公司组织架构里,在你对整个人类社会的理解里。 @BillSun_AI 说:造一个能做这件事的 AI,难度跟「让 AI 自己研究 AI」是同一个量级。AI 越强,能被复制的价值越便宜。剩下的,是那些 AI 暂时还学不会的东西。 🎙️ Indigo Talk EP48 节选
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piped.video/Rtf0K8djMRI?si=DaMi… 我和微博创始人的 podcast- Al 让你更像你 / 一人公司的引力与智能时代的极端放大器
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I was pretty excited after watching the talk that @DrJimFan recently gave at @sequoia that emphasized the first-person view video data (sensorized human data). I think this might be the scaling path for Robotics to hit a scaling law with manageable data cost. The first signal I got conviction that first-person view video data (sensorized human data) might be the scaling path is when I saw @danfei_xu's work that when you pretrain with enough diversity, you can get sensorized human data and Teleops Robots data in the same space See the last two charts: TSNE analysis on mean-pooled tokens from the final layer of the VLM backbone. With no pre-training, it is clear that the model has disjoint representations between human and robot data. But as pretraining becomes more diverse, latent overlap increases, which correlates with performance on our generalization tasks. I wonder whether someone can accurately plot out the scaling law coefficient for this path, and use this scaling prediction to figure out the video hours/diversity needed.
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In the talk I did 6 months ago with Jie Tang, Director of Google Deepmind Robotics, we also talked about sensorized human data as one of the major possibilty of the data scaling, it is pretty cool to see that the robotics field has getting stronger signal on one path that is working. See the talk at: billsun.ai/podcast/ piped.video/watch?v=NLLmIIfc…
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"You're not just a piece of software, you're a comprehensive product that combines software, community, and content. I think only this kind of thing can survive." Actually following my previous podcast with @indigox, the most interesting view is this. AI native product cannot just be a software product, it has to come with community, and content. Since software is getting so easy to be replicated by LLM coding, you really want to build up your own community. nitter.net/Wenzi_WW/status/205148…
In today's podcast, we sit down with indigox, the co-founder of Weibo, a social media platform (Like X in US). AI investor who has backed Anthropic, Cohere, #xAI, TogetherAI, Lambda, and #SpaceX. @BillSun_AI "I think everything is media, and that's the most important thing. You have to get attention, otherwise it's really hard to survive. Whether you're building a brand, running a fund, or making a product, it's all the same." Welcome to the Innovator Coffee, a podcast that bridges the gap between people and the world of AI and innovation. Follow us on Sportify, YouTube and Apple to like, share and comment. See full session below: piped.video/watch?v=KWlFmDMy…
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"When could we get LLM to be able to write their own on-demand Harness for new Job types, like Data scientist AI, Quant researcher AI, Material Scientist AI, etc? Could we build digital version of Peter @steipete or Boris @bcherny?" I asked this question at AGI house last Monday during a dinner with lots of cool guests (see the video). Since I have been working on open-sourcing our agent harness for data scientist AI/Quant Researcher/Financial Analyst AI (github.com/galpha-ai/Alpha-d…), I feel thatLLM has enough training materials Based on the existing open-sourced Harness code like the OpenClaw, leaked Claude code repo, etc, @OriolVinyalsML who leads Google Deepmind's research, called this idea Meta-Harness, and his prediction is that this should be doable in a quick short time framework (quarter? 1 year?); Furthermore, he thinks that if he had to choose what matters for the next phase, his choice is: LLM > harness. I kind of agree: if LLM can write any harness for newer jobs, figure it how to manage context, design memory system like Peter or Boris, then we are one step closer to AGI.
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"When could we get LLM to be able to write their own on-demand Harness for new Job types, like Data scientist AI, Quant researcher AI, Material Scientist AI, etc? Could we build digital version of Peter @steipete or Boris @bcherny?" I asked this question at AGI house last Monday during a dinner with lots of cool guests (see the video). Since I have been working on open-sourcing our agent harness for data scientist AI/Quant Researcher/Financial Analyst AI (github.com/galpha-ai/Alpha-d…), I feel thatLLM has enough training materials Based on the existing open-sourced Harness code like the OpenClaw, leaked Claude code repo, etc, @OriolVinyalsML who leads Google Deepmind's research, called this idea Meta-Harness, and his prediction is that this should be doable in a quick short time framework (quarter? 1 year?); Furthermore, he thinks that if he had to choose what matters for the next phase, his choice is: LLM > harness. I kind of agree: if LLM can write any harness for newer jobs, figure it how to manage context, design memory system like Peter or Boris, then we are one step closer to AGI.
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