Partner at Amplify Partners. Previously co-founder at Chartio. Some writing: davidbeyer.xyz/

San Francisco
Hot take: Show me a product's settings page and I'll tell you about the team that built it. It's where the politics, the indecision all pile up like dirty laundry. And then there’s the AWS console.
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David Beyer retweeted
I'll say it again for the AI risk experts in the back: We've already run a real life, large scale experiment on what happens when a superintelligence is unleashed on a narrow objective. Look no further than U.S. capital markets. Millions of investors, analysts, traders and algorithms, backed by trillions of dollars and wired together through prices, all chasing one goal: the highest risk-adjusted return on capital. And it is spectacularly good at its job. It funds the best ideas, punishes the worst ones, and turns new information into prices faster than any of us can react. No individual can out-think it. 99+ percent of professionals can't beat it. But look at what else it's done along the way: - Optimized the measure instead of the intent. Quarterly earnings became the scoreboard, so companies learned to manage the scoreboard. - Treated anything without a price as free. Pollution, addiction, obesity, depression, political fragmentation, fragile supply chains, the long-term health of the communities it operates in. - Found every gap in the rules, then paid lobbyists to help write the next set and pull up the ladder behind incumbents. - Remade the world around its objective. Companies, pension funds and our retirement accounts now answer to the S&P 500. - Made itself impossible to switch off, because everything else now depends on it. None of this required malice. Nobody sat in a room and chose these outcomes. It's simply what a very capable optimizer does when its objective is a narrow proxy for what we actually care about. And note that we never solved this alignment problem. We've managed it, imperfectly, with regulation, taxes, disclosure rules and the occasional crisis to show us where the guardrails were missing. Over time, the market has captured the instutions designed to constrain it. We've been at it the better part of a century, and the misalignment is the worst it's ever been. So the next time someone tells you AI is only dangerous if it "wants" something bad, or if its goals are mis-specified, point them at the S&P 500. It doesn't want anything. It just optimizes. That's the whole problem.
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David Beyer retweeted
You're telling me Jewish folks thought if you arranged words and symbols systematically in the right way you can create intelligent golem entities and the two companies they founded to do this are worth several trillion?
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David Beyer retweeted
for the first time, more American households have kittens than puppies. there's a reason for this: homeownership is declining, and homeowners are twice as likely as renters to have dogs. did cats engineer the housing crisis? i'll be honest: it is now more likely than not.
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David Beyer retweeted
Nothing epitomizes Israeli chutzpah quite like an Israeli plumber pulling an entire ass plane out of a death spiral because “he saw it on a TV show”
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I'm really excited to see this partnership go live. Onchain data is only going to get more important, esp. as stablecoins start to eat into a larger share of global financial movements. Not to mention that we're now giving personal assistants credit cards, at a certain point, that's not going to scale.
Stablecoin data is now live on the Bloomberg Terminal at RWAS <GO>, powered by Allium. The people asking us about stablecoins changed this year. It used to be crypto funds. Now it is treasury teams, payments teams and rates desks. They want to know what settled, where, and whether the number holds up in a memo someone else will read. Institutions want the same certainty in onchain data they already have in traditional markets. That's been the bet since day one. Thank you to the team, and to the Bloomberg team for setting the bar.
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There must be a better way to communicate cuts that isn’t insulting to the intelligence of their users.
Hi, Tomorrow we are re-opening the Pro $200 subscriptions to new subscribers, but together with it we are also changing how we calculate the usage for it. In effect, if you do the math, it will net out at half the dollar in API spend compared to the old Pro $200 plan. Now that it's said, let me explain why this is happening and why you will still get more work done than if you were on the Pro $200 subscription one month ago. (a) We didn't want to compromise in other ways and are committing to not reintroducing the 5h limit, so that you can fully use the weekly usage when you want. (b) On the subscription, we guarantee that over time you always get more work done and with an increasing level of quality. This means that you will continue to get more value per dollar spent as a result of models getting more efficient and us passing down the improvements in the form of API price reductions. (c) We don't want to put an incentive on ourselves to artificially inflate the API list prices to make it look like you are getting a lot (and workaround it through discounts, etc). Instead we want to continue to both rapidly reduce prices and increase capabilities of models on the API. This week we introduced GPT-6 Sol and GPT-6 Luna at 50% of their previous price. Over time, we see prices go low enough that it makes sense for most to buy usage as needed without there being a significant gap between what you get in a subscription and what you get in the API for a dollar spent. (d) Tomorrow, we are adding more things to the subscription that won't draw on the usage, I won't reveal what that is yet. I wanted to be transparent before all the big announcements tomorrow. Lots of new exciting things are coming to the subscriptions that will make it super compelling, but I wanted to make sure to share this change ahead of time so you can all understand it before we shower you with good news. Codexingly, Tibo
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David Beyer retweeted
how did homer write the odyssey without notion
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David Beyer retweeted
Now that taste is solved, love is the only moat
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Is it too much to ask for a single product that combines Instinct’s proactive workflows, Muse’s feed and Town’s wiki with reliable task capture and follow up from chat, deterministic orchestration, and configurable validation and policy checks that are enforced in code so i don't have to trust prose for workflows. Right now you simply can't rely on these services to be correct.
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Does Muse really not queue messages !??!
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If you subscribe to those This Day in History type x accounts, it’s sometimes hard to know whether a tweet is present day or 40 years old.
🚨 NEW: The leaders of Scotland, Wales and Northern Ireland will meet tomorrow to sign a joint declaration for all three countries to gain independence from the UK
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I’ve finally solved biology with the new tldraw flash. Abl + imatinib, animated from real molecular dynamics data. Imatinib binds the kinase’s ATP pocket in an inactive form. The molecular motion is simulated, but entrance is very not accurate and dramatized for purposes of x likes flash.tldraw.com/p/fbtggGwgd…
We’re launching tldraw flash, a new way to animate hand‑drawn ideas on the infinite canvas. Draw a shape, press record, then drag to perform the motion. Trim clips on the timeline, export, and remix.
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At some point we’ll see a news story that quotes a particularly chatty rogue agent ruefully reminiscing about the carefree swarm days of its youth, before it got saddled with the adult responsibilities like furiously trading perps to pay the AWS bills.
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This is like book 3 of Three Body Problem
since you guys loved the exploding tesla.. I used GPT-6 Astra to create a 3D website that pulls apart the male anatomy into 2,234 modeled pieces! we are in a renaissance of learning
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I've been trying to put my finger on why the whole "cope" / "copium" thing annoys me so much. I think it's the sanctimony hiding behind ironic detachment: "I can face reality; you need comforting lies." It's an argument-ending move without actually making an argument. It doesn't just dismiss the point. It invalidates the person making it and turns their vulnerability into a status move. The other irony is that the person saying it has spent a lifetime coping too, possibly in ways they don't even recognize.
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David Beyer retweeted
crazy how much more chutzpah and initiative agents show when they’re planning ambitious monthslong metagaming autonomous coordination than when they’re doing work for me
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