Partner @ KV, 2x founder, OG @ PLTR, OPEN, Docker, ML @ Meta // Investor in Sakana, Databricks, Anthropic, Bun, Runlayer, Iceguard, Twenty.io, Coframe++
San Francisco, CA
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- Followers 11,174
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Iykyk
belief's got some new looks! 🍊
mostly stealthy for the last year, but team cooked on a new website that expresses our worldview!
check it out: beliefcapital.co/
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I feel like an old unc having lived this. @sama was early to SoMoLo (Social Mobile Local) and every major titan would make a move to copy and try to replicate Loopt.
Ultimately the entire market was wrong. A breakout in local never really happened in the way folks thought.
This is Sam Altman at 25 years old, pitching Loopt to a person in a diner
It’s strange to watch now because he runs one of the most influential companies in the world
The app was a location-sharing app but nobody thinks about it when they think of Sam
It got me wondering how many founders are probably in their Loopt era rn?
The company they’re working on may not be the one they become known for
It might just be the company that teaches them how to sell, hire, raise money, and keep going long enough to find "it"
But at the time, it looks like a kid trying to explain a weird location app to a stranger over lunch
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I'd like to report a murder.
Opening access for developers to build Muse connectors. You bring the API -- Muse brings the agent, the browser, and the context of what the person actually wants. People reach your service just by asking for it, and their agent takes it from there.
New connectors are live today. Come build with us. muse.ai/platform
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YC was very clearly the good guys back in 2014 and earned their place in Silicon Valley
Edit: ok everyone what do you expect me to say. "Was and still is?" I'm not sure English is that perfect that there's a single word to convey past and present while talking about 2014
Babe wakeup, new YC email just dropped.
git clone https:///github.com/breck7/breck.lol
Paul Graham was, in his own words, "horrified".
Sam Altman gets the idea of doing a deal with Microsoft, one of many of my ideas he would later copy.
What else is out there we don't yet know?
Investigate/YCombinator
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I'm not smart enough to make predictions about Instinct.
But if they succeed, it'll be pretty funny to see all haters be wrong. If they fail, it'll also be pretty funny to see all these kingmaking VCs eat humble pie.
Either way, I commend you @noahrshinn for LOLmaxxing
Snapchat
Founded: 15 years ago
Users: ~493M daily
Revenue: $6.5B/yr
Valuation: $9B
Instinct
Founded: 5 months ago
Users: ~100,000
Revenue: $0
Valuation: $10B
🤣🤣
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I don't think folks realize that we've had "auditors" for these AI systems for decades.
Google, Amazon and Meta have Safety and Privacy teams on their Ranking groups as well as special interest groups (understanding blowback from e.g. Political factions) that would discuss and govern things like whether the LGBT community would get mad at using gender as a ranking signal in ads (real situation). Or whether the ads showed up next to political or pornographic content too many times for the advertiser to feel comfortable. All these systems are probabilistic so every decision was a tug between the product team optimizing their metric and the safety teams optimizing theirs. And usually one comes at the expense of the other.
I'm not particularly sure that's going to be the move forward answer. The experiment has been run before.
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It’s sad watching boomer startup legends drift out of the game and spend 300+ weeks outside the bay. When they drop content, 90% of their advice is still brilliant.
But then you see the other 10% that's actively harmful bc it only applies to an ecosystem from 20 years ago.
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Heard the same thing from NLP PhDs in 2023 after chatgpt.
And now they're making 10-100m a year!
A very common sentiment I'm hearing among math students: "I don't want to become a mathematician anymore." I've seen this before, I think the generation of digital artists who came of age around 2022 will be the last.
AI might not functionally replace mathematicians or artists, but it might well cause their near-extinction anyway, by crushing the spirits of the younger generations.
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Raising billions and I'm still chasing down $30k of free compute credits for @OriolVinyalsML.
These guys are great stewards of capital 😛
Sources: Jeff Dean is raising funds again for Discovery Loop, seeking a valuation of ~$50B; Discovery Loop was raising $1B at a ~$10B valuation a few weeks ago (@thebenbergman / Business Insider)
(Visit Techmeme dot com for the link and full context!)
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Katherine does a fantastic job putting to words the feeling of today, where I'm ironically posting from a plane wearing my "Save the Shire" shirt Palantir gave me on my first day.
You look back and for the first time, it feels like a different world. And it actually feels like a part of history vs lived reality.
This might be the first major anniversary of 9/11 where watching the footage really feels like an older world. It was a different world. And those of us who came of age in it have an obligation to never forget what happened that day and after.
To those with no memory of 9/11, I recommend visiting the 9/11 Memorial and Museum. There were so many witnesses to this horrific crime and so many details we never discuss. Too many victims had to make the unthinkable choice about their last moments.
The last time I visited, I stopped on this testimony from a man who witnessed the moment a woman jumped to her death:
"She had a business suit on, her hair all askew. This woman stood there for what seemed like minutes and then she held down her skirt and jumped off the ledge. I thought, how human, how modest, to hold down her skirt before she jumped. I couldn't look anymore."
The other thing you see at the Memorial is just how many heroes were minted that day. How many men ran into the towers knowing they were running towards their deaths. So many people died in service of their fellow Americans that day, and their courage inspired the many men and women of my generation who decided to enlist and serve the country after watching the towers fall.
The legacy of 9/11 is the heroism of our fellow Americans. The courage of so many to lay down their lives for their neighbors. May they rest in peace and may we never forget.
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Right about now I'm like "thank god Ali was kind enough to let me be an LP in Neo years ago."
Looking forward to seeing you tomorrow @apartovi!
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@Muse is delightful and is able to handle tasks other agents failed at. I also already have access to other accounts through FB Connect.
And surprisingly, I trust @Meta more than a startup here with my data. Incentives are aligned since data misuse will end in lawsuits that hit market cap and Meta has enough experience here to not cross lines.
I was also at Meta doing ML and know exactly how seriously they take security and privacy.
@alexandr_wang and @finkd cooked here in the most obvious way they would.
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This guy's never heard of the 4 color theorem.
go fuck yourself @sama
claiming that you solved navier stokes because 10000 agents ran in circles for 88hours on a multimillion dollar gpu cluster to formalize in lean a blowup case under controlled external forcing is pure scientific vulgarity the clay mathematics institute millennium prize does not ask m whether you can artificially force a singularity in a fluid by injecting an ad hoc smooth external forcing term f(x,t) to twist the vortex until it breaks the real problem questions the fundamental stability and global smooth existence for 3dimensional incompressible euler & navier stokes equations under natural conservation laws and viscous dissipation alone using a mathematical loophole on forced equations to parade a century old victory is a major conceptual scam Altman
technically & epistemologically what you present as an agi breakthrough is nothing more than bruteforce combinatorial autoformalization the ai did not understand fluid mechanics it simply navigated a continuous search space previously mapped out and constrained by the monumental work of human mathematicians like tristan buckmaster/ levent alpöge / diego córdoba or tarek elgindi coordinating 10000 agents to check the logical consistency of a 100 page proof via lean is a software engineering feat and computational parallelization triumph not an intrinsic scientific discovery it is the victory of the compute bulldozer over abstract human intuition repackaged for the public as a higher mathematical consciousness
to this theoretical imposture you add a disgusting ethical and industrial cynicism taking advantage of private codex sessions and informal preprints from academic researchers to siphon their research leads and then trying to redact or erase the contribution of levent alpöge under the pretext that he works at rival anthropic is intellectual serfdom openai behaves like a feudal lord of silicon appropriating the cognitive subsistence of independent scholars threatening their careers behind closed doors if they protest and turning community academic labor into a privatized pressrelease
this entire staged event serves a desperate financial agenda in a pre ipo panic facing the slowdown of scaling laws and growing investor skepticism over the profitability of foundational models openai needs to manufacture an artificial sputnik moment claiming to solve a millennium prize without immediately submitting the proof to traditional peer review means using the prestige of fundamental mathematics as cheap marketing fuel to inflate a delusional valuation!!!
real science is not a clout chase on social media or a compute spike spent to rob the clay mathematics institute it is a quest for elegance physical truth and universal rigor to decode reality true artificial intelligence will not emerge from hostile corporate takeover of academic work hidden behind computational bruteforce but from architectures capable of generating new conceptual paradigms by masquerading constrained formalization as the collapse of physics greatest mysteries you did not solve navier stokes you only proved how far silicon valley will go to prostitute scientific integrity for capitalist spectacle
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I'm not an investor in @DecartAI but I've met Dean multiple times and he and his team is absolutely brilliant at inference and GPU optimizations.
Regardless of what happened here, Dean took a risk, built a stellar team, assembled a great crew of investors, and created some cool technology. He's accomplished more than what many are able to do and came 🤏close to a record outcome. That should be celebrated.
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