dot connector • first principles maxi

North Carolina, USA
Shant retweeted
if you hate ai you’re telling me you like manually doing the worst work humanly possible
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Frantically fixing a confusing product caused by frantic shipping is just more of the same. Pause and step back. Get the team clear on what you’re building and why. Have clarity to guide the shape, what ships and what doesn’t. Quality is a way of working, not a cleanup sprint.
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Yes. The need to build and protect proprietary intelligence is existential. Without it, people and organizations lose their agency, and lose their advantage.
Microsoft CEO Satya Nadella wrote that a company renting an AI model “essentially pays for intelligence twice”: Once in money, and again in the proprietary knowledge it has to reveal to make the model useful. This mechanism is called the learning loop: every prompt and correction captures some of the company's know-how. That knowledge is distilled and, with a closed model, the provider keeps that information. If your usage data is worth more than the token cost to serve, providers might end up paying you to use their models. The precedent exists: OpenAI created an opt-in program that gives accounts up to 1M free tokens a day on certain models in exchange for training rights on that traffic. Chips can be rented and algorithms can be leaked or distilled, but the prompts and corrections flowing through a model compound privately for whoever holds them.
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BREAKING: Cognition just showed every AI startup what enterprise sales actually looks like. Nubank signed with Cognition to use Devin, their AI software engineer. The entire Cognition team flew to Brazil to close it. For context: large banks normally take 12 to 18 months to adopt new software. Security reviews. Internal approvals. Code access. The full gauntlet. Cognition didn't wait for the process to come to them. They showed up. That's how you compress an 18-month sales cycle. Full breakdown here: productmarketfit.tech/p/the-…
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not enough people seem to get how big of a deal this is. tech companies are pouring millions into creating their own media assets: > OpenAI bought TBPN > Anthropic's YouTube channel has 800k+ subscribers > Stripe's cofounder hosts his own podcast, Cheeky Pint > Stripe now prints Works in Progress magazine every two months > a16z's newsletter has 250K subscribers & it brought in the Turpentine podcast network > Microsoft prints Signal (a 120-page magazine) > Shopify launched a newsletter run by former journalists > Figma launched a print magazine at Config this year > Notion's YouTube channel has 349k subscribers > Ramp launched Leading Indicators (built on its own spend data) > Brex launched a newsletter > Plaid bought This Week in Fintech (200k+ subscribers, 75k+ event attendees) > Wealthsimple's TLDR newsletter reaches ~1.8M readers a week > HubSpot owns The Hustle, Mindstream & Starter Story & these companies are hiring aggressively to fill storytelling and editorial roles: > Anthropic: executive communications writer (up to $345k) > Agility Robotics (they build humanoid robots): head of editorial & content (up to $268k) > Ramp: finance storytelling lead (up to $220k plus equity) we put together a report on why companies are doing this (and some of their best practices) if you're interested: beehiiv.com/blog/beehiiv-for… probably a very unpopular opinion, but I think some of the best newsletters / podcasts / youtube channels will soon be owned and run by tech companies
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This guy coaches Sam Altman. He also works with leaders at Anthropic, Google, Apple, and SpaceX. I sat down with him to learn how he coaches billion dollar businesses. Here are Joe Hudson’s 7 operating rules: 1. Kill your 1:1s These meetings lead individuals to solve problems instead of the team. Much better to bring problems to the whole team so everyone feels responsible for solving them. I agree, haven’t done them for years... 2. Rotate who runs recurring meetings When the same person always leads, people focus on pleasing or rebelling against them. Spreading the authority makes everyone accountable to the team instead. 3. Give anyone the power to change a bad meeting Everyone already knows when a meeting isn’t working (and usually why). Giving people permission to say it makes meetings more effective. 4. Make every employee run at least 5 experiments a quarter on their own job It makes the team more productive, keeps people interested, and helps retain smart employees who would otherwise get bored. 5. Ask your team to push back on your ideas If you try to sell them on the idea, they may nod in the room and do nothing afterward. Asking for objections tests the idea + gets everyone aligned before you commit to it. 6. Start by building the part you understand the least If you leave the confusing part until the end you might find out it doesn’t fit and have to rebuild everything around it. 7. End every email with an action needed Name the person responsible, the action they need to take, and the deadline. Joe says this rule increased productivity in his business by 35 to 40%. Thanks for coming on @FU_joehudson and sharing how you run your business. Search “BigDeal pod” on youtube.
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I’m not at all surprised so many enterprise AI deployments fail. So many things have to go right for an agent to make it to production & if one cog in the machine breaks timelines are pushed back (best case scenario) or leadership’s trust is eroded (worst case scenario). Everything that has to work: 1) Scope has to be clear - One workflow with a named business owner, a baseline metric, and a dollar outcome. - Autonomy matched to blast radius: suggest, then act with approval, then act autonomously. Earn each step with data. - Kill criteria defined up front. - Clarity around the current way of working/process and what the desired future state looks like. 2) Data & system access has to configured and trustworthy - Read/write access to systems of record, legacy APIs, and unstructured sources. - Service identities, SSO, and permission models that work for a non-human actor. - Data quality and freshness. Bad source data becomes confident bad output. 3) Evals must be core part of infrastructure - Golden set built from real historical cases, including edge cases and adversarial ones. - Success measured against the human baseline, not against perfection. - Regression suite on every prompt, model, or tool change. 4) Architecture and reliability are sound - Deterministic scaffolding around the LLM. Use code for anything that can be code. - Well-designed tools, timeouts, and fallbacks. - Model abstraction so you can swap providers. -Latency and cost budgets per task, plus rate-limit handling at scale. 5) Security is buttoned up AF - Least-privilege agent identity and scoped tool permissions. - Prompt injection and exfiltration defenses, especially with untrusted inputs (emails, documents, web). - Full audit trail, tenant and data isolation, residency, and vendor DPAs. 6) Governance and risk considered from the jump - IT, legal, compliance, and finance sign-off. - Regulatory fit (SOX, HIPAA, GDPR, EU AI Act, and industry-specific rules). - Human-in-the-loop thresholds, a kill switch, and one accountable owner for agent behavior. 7) Observability and operational rigor - Step-level tracing of every decision and tool call. - Monitoring for cost, quality drift, and failure clusters. - Versioning and rollback for prompts, models, and tools. - A feedback loop from human corrections back into evals. 8) The conditions for adoption are ripe - Executive sponsor with budget authority, plus the frontline process owners involved from the start. - Agent embedded where people already work (Slack, Salesforce, Outlook), not a new destination. - Clear escalation paths and honest handling of job-displacement anxiety. - Incentives aligned so the team benefits from the agent working. 9) Economics underwritten and measured - Fully loaded cost per completed task (inference, infrastructure, review labor, maintenance) against the human cost. - ROI measured on the baseline set before launch, not estimated after. - Understood if it’s part of experimental, efficiency, innovation, or infrastructure budget Until you’ve truly spent time in the guts of an enterprise, you don’t realize just how hard meaningful change is & just how much has to happen beyond raw frontier intelligence.
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Shant retweeted
If you haven’t tried @AwakenTax MCP, you should. The era of spending hours clicking is over. Let the bots do the reconciliation. And if you use the MCP, let us know if there are tools that’d make life easier.
Opus 5.5 one shot my @AwakenTax ledger, 2018-present, 18,860 transactions across 68 different wallets and accounts, 100% cost basis tracking, full reconciliation, absolutely unbelievable. Never thought I'd see the day. Thank you @AnthropicAI for your sublime new release and thank you @big_duca for your incredible accounting service and agent integration!
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The people yearn for sprint planning meetings
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Only one way, and that’s forward
Lose the attitude, embrace optimism. Doctor's orders!
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Shant retweeted
The best founders in the world like @elonmusk or @tobi “go ultra-hardcore on deletion and simplification.” Luca Ferrari says Bending Spoons employs this idea of “Relentless Simplification” across their businesses: “Humans have a tendency to add complexity and do things that destroy value.” “If you leave an organization, almost any environment unattended, and you don't provide guidance in this regard, it will tend to become more complicated. People will add parts. It could be expanding a team or adding a step to a process, or adding an entire new process. If it's a product, adding a feature to the product. New rules. It applies to almost any human endeavor.” “People tend to add pieces, they very rarely remove pieces.” “If you don't make a conscious effort to achieve simplicity, and avoid this increasing value-destroying complexity, that's how we got to our modern society with all the bureaucracy and complicated regulation.” “We have this principle whereby we ask everyone who works here, every time someone is suggesting that we should be adding complexity, the burden of proof is on those making that suggestion. The people who support the thesis that we shouldn't be adding complexity don't need to prove it. They just have to raise a flag and say, ‘I don't think we should.’ The burden of proof is on those who want to add complexity.” “The other part of relentless simplification is that we want people to be on the lookout for existing complexity and suggest that we should remove it.”
My conversation with Luca Ferrari, co-founder of Bending Spoons. 0:00 Fanatical founders building enduring companies 1:23 Luca on building the best company there ever was 4:22 The origins of Bending Spoons 5:47 Talent and why experience is overrated 15:05 Turning hiring into a science 23:30 Why Bending Spoons doesn't use bonuses 29:26 Why everyone in the company has the same job 42:41 On finding great potential and saturating their capacity 49:50 Insisting on a culture of extreme ownership 59:28 Luca's principle of relentless simplification 1:05:15 Why Bending Spoons doesn't use job titles 1:10:27 The proprietary operating system behind Bending Spoons 1:17:07 Why Bending Spoons isn't private equity 1:19:32 How Bending Spoons acquired & transformed Evernote 1:28:01 How Bending Spoons uses AI 1:40:42 How Bending Spoons thinks about capital allocation 1:43:50 Why procrastination without laziness is good 1:46:46 Operational excellence is not optional 1:49:07 How Bending Spoons negotiates acquisitions 1:54:47 Logic over numbers Includes paid partnerships.
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Shant retweeted
Goethe wrote in 1829 that a culture of constant news eviscerates the past and the future, leaving you no time to metabolize lessons or sketch out a plan, always pulling you into the whirlpool of Something Important Happening Somewhere
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This post looks like the start of a VERY sophisticated and well-funded PR operation to get support for Democrats to regulate AI into oblivion. Let me show you how it works: 1.) This guy, with minimal followers and no previous account activity, goes to the Wall Street Journal which publishes an exclusive with quotes from him on his resignation 18 minutes BEFORE this post goes up. Planning was clearly done in advance. 2.) Within hours, it has tens of thousands of reposts and the account has 100k+ followers. The post is punchy, quotable, it almost seems professionally written. The first three accounts to quote tweet it all do so within 15 minutes of the initial posting. Remember, this account had basically zero engagement beforehand, so an organic reach explanation seems unlikely. According to Grok those accounts are @_NathanCalvin (General Counsel at Encode AI), @peterwildeford (Head of Policy at the AI Policy Network), and @DKokotajlo (Head of the AI Futures Project), all of which are up-and-coming AI-Doomer policy advocacy nonprofits. The AI Futures Project website says it is funded “primarily” by the Survival and Flourishing Fund, which says on its own website that it has advised Jaan Tallinn, Skype creator and one of the leading investors in Anthropic, to grant over $2.5 million to the AI Futures Project since 2024. Encode AI says on its website that it is ALSO funded by the Survival and Flourishing Fund, which in turn says that it told Anthropic investor Jaan Tallinn to grant $516,000 to Encode AI in 2025. And wouldn’t you know it, the Survival and Flourishing Fund ALSO says it told Jaan Tallinn to grant $2 million to the AI Policy Institute, the 501(c)(3) affiliate of the AI Policy Network, as well. What are the odds that the first three quote tweets of Coxon’s post would all be major AI-restriction policy advocates funded generously by the same donor, who also happens to be one of the leading investors in, and a board member of, Anthropic, the company Coxon was resigning from? And all within 15 minutes of posting (two within ten)? 3.) Jacob Coxon doesn’t have much of a resume, but we do know that, in 2022, he got a $20,159 scholarship for the “long term future scholarship program” from the Good Ventures Foundation, one of the philanthropic vehicles of Dustin Moskovitz, a notorious AI-doomer who has spent tens if not hundreds of millions on policy advocacy to strictly regulate AI, while also being an Anthropic Investor himself. It also just so happens that the 14th person to quote Coxon’s post was @MaxNadeau_ (27 minutes after posting) who is the program officer for the Technical AI Safety team at Coefficient Giving, another of Moskovitz’s philanthropic spending vehicles. Max is not a frequent poster, his last posts before quoting Coxon were before Labor Day, but he was remarkably quick off the mark for this one. 4.) Basically every major Democrat politician and candidate has suddenly glommed on to this post, and conveniently, as the people cry out foe answers, Bernie Sanders already has a bill written to “ban super intelligence” and regulate AI into oblivion, and will be releasing later this week. The bill, among many other things, will create “a new cabinet-level federal agency to safeguard the public from the dangers of artificial intelligence” that will be “advised by an Artificial Intelligence Advisory Board comprised of experts on artificial intelligence.” Do you think, perhaps, Anthropic and its many investors who fund AI policy advocacy might have interest in getting to place a pet “expert” on the board of an entity that dictates what AI is and isn’t allowed to do? And isn’t it fortuitous that this whistleblower came forward with his oh-so scary stories so close in proximity to the release of the most radical piece of AI legislation ever introduced?
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Amazing use case. I’m increasingly sensitive to “not a X” “not a Y” in speeches though. It’s starting in tech. Next we’ll hear it from government officials.
JUST IN: Garry Tan says one father built the realest AGI demo yet. ▫️ Son has rare epilepsy. No lab, no grant, no permission ▫️ 80,000 markdown files indexing every seizure, paper, and drug interaction A father, a laptop, and a library. That's Personal AGI. Check the full breakdown here 👇 the-ai-corner.com/p/garry-ta…
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Shant retweeted
Tim Cook: "Despite this table being so small, you could put every Apple product on it. Every single one that we ship today." "Most companies begin to do larger and larger and larger portfolios because it's so easy to add. It's hard to edit. It's hard to stay focused. Yet we know we'll only do our best work if we stay focused. The hardest decisions we make are all the things not to work on. There are lots of things we'd like to work on, that we have interest in, but we know that we can't do everything great." (Charlie Rose || 2014)
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You know how watching old movies is like “imagine if they had an iPhone??” That’s our kids watching today’s movies. “Imagine if they just had AI”
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Shant retweeted
Counterpoint: The companies that embrace full on tokenization of their capital and distribution in every way possible will have the lowest cost of capital on the planet, ceteris paribus. This is the finance 101 point that all the AML/KYC fanboys and “companies need to know exactly who their shareholders are” arguers miss. Many smart people have been telling me for years that public company CEOs will never embrace full on bearer securities. My response: “what kind of CEO demands a higher cost of capital “? Now, obviously we don’t want shady SPVs and a million different pass through exposure products with different rights that fragment liquidity. But that only means the securities regulators that embrace the most pure but least restricted and most bearer issuance formats will attract the most companies who in turn seek the lowest cost of capital. We happen to live in era of surging markets and abundant capital. But that won’t last forever, and if rates keep rising it’ll end sooner than many think. When that happens, a lot of CEOs will sing a very different tune about tokenization of their equity. We’ve already seen the sovereign debt version of this switch with stablecoins, products smart people told me for years no government will allow, “because KYC”. Now the biggest government states clearly they see bearer like fiat instruments as a path to lower cost of borrow. The same argument will come for privately issued securities in the form of equity and debt. Cost of capital is the final arbiter of which infrastructure and which product wins.
Robinhood apparently is behind an effort related to “tokenized real-world assets including Stock Tokens” for AMC Entertainment (and supposedly 190+ other companies). They are not registered under U.S. securities laws !!!!!! I find this practice to be contemptible, outrageous, disgusting, detestable, inexcusable, vile. How can it possibly be legal? We have no connection to this at all, and do not condone it in any way. We immediately are going to have our outside securities counsel look into this. docs.robinhood.com/rhj Stock Tokens are not registered under U.S. securities laws and may not be offered, sold, or delivered, directly or indirectly, in the United States or to, or for the account or benefit of, U.S. persons. Offers and sales of Stock Tokens are subject to restrictions in other jurisdictions, including, without limitation, Canada, the United Kingdom, and Switzerland. A full list of the jurisdictions in which offers or sales are restricted or prohibited is available here: docs.robinhood.com/rhj Robinhood Assets (Jersey) Limited is a private limited company incorporated in Jersey, with its registered address at First Floor, La Chasse Chambers, Ten La Chasse, St. Helier, JE2 4UE, Jersey. The Issuer is registered under the registration number 162428. Stock Tokens have not been and will not be registered under the U.S. Securities Act of 1933, as amended from time to time (the "Securities Act") or with any securities regulatory authority of any state or other jurisdiction of the United States. Stock Tokens may not be offered, sold or delivered within the United States to, or for the account or benefit of U.S. Persons (as defined in Regulation S under the Securities Act ("Regulation S")), and (ii) may be offered, sold or otherwise delivered at any time only outside of the United States and to transferees that are not U.S. Persons (as defined in Regulation S)…. ©2026 Robinhood Markets, Inc. All rights reserved.
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Shant retweeted
SpaceXAI engineer (ex-Cursor): "right now I'm running 10-20 GrokBot agents that automate 90% of my routine i have a Chief of Staff agent. He knows about all my other bots and manages everything" in a 50-minutes podcast, a SpaceXAI engineer showed how to build a team of agents that will work for you 24/7 worth more than a $500 course on agentic engineering watch today, then read how to build a Grok agents team from scratch in the article below
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Shant retweeted
I've spent many weeks prompting the ever-living fuck out of the best models that exist And training AI to "write like you" just objectively doesn't work Best case: you get a parody of your past voice that's like a cover band singing a popular song in a way that's recognizable but obviously not the real thing And that can help you produce raw material that's easier to work from (maybe) But overall my view is: a) lots of people desperately want to be able to yeet a voice note into a machine and get an output that is production grade (or treated as such) but b) this is not currently possible because c) good writing is an emergent activity slash d) humans are not simply a function of their past thoughts + experiences + references + turns of phrase and e) clarity of thought takes time and care, and the way our brains do "inference" is janky and non-linear so f) AI writing (by contrast) always ultimately tells on itself. I'm pro-AI and I have zero moral issues with using it for aspects of writing or thinking, but when it comes to the actual outputs... all LLM writing feels empty + almost lacking a spine or spirit >anyone with half a brain can discern that instantly My hot take is I don't think it's gotten better over the last year for personal writing & I think we'll need a new architecture before we cross the real Rubicon here
One solution is to train the AI to write like you. Specifically: 1. Ask your agent to assemble everything you've ever written. Docs + Slack + X + Other. 2. Then have it write a markdown profile on you, your style and beliefs. 3. Then when it writes, ask it to pull specific words and phrases from what you've written in the past. HT @rwitoff
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Never thought I’d see a mac mini do push ups
Apple is no longer hiding it. These machines are built for local AI. Apple unveiled the new Mac Mini with M6 their first 2nm chip. Starting at $899. What you can run on the $899 Mac Mini (32GB) 👇 → Qwen 3.6 27B : fits comfortably, near-GPT-4 quality → Qwen 3 Coder 32B : full coding assistant on your desk → Llama 4 8B at full precision → DeepSeek R1 32B for reasoning tasks → 13.5x faster LLM processing than M1. 4x faster than M4. What you can run on the Mac Studio with M5 Ultra (512GB) 👇 → Llama 4 70B at high quality quantization → DeepSeek V4 with hundreds of billions of parameters → Frontier-scale models entirely in local memory → Connect four Mac Studios over Thunderbolt 5 cluster them to run trillion-parameter models locally Apple said their Mac business grew 30% last quarter largely because people are buying these to run AI models on their own desks instead of paying for cloud tokens. The future of inference is local. Apple built the hardware for it.
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