Agents in production. Classified clouds. Air gaps. Deep tech. AI at IQT / 🎓 @MITSloan / 📍DC / from 🇺🇦 (views my own)
Washington, D.C. 🇺🇸
Joined May 2011
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Where does Anthropic end up in 2031?
My model of its S-1 says $1.1T, $331B or $68B in revenue, depending on which feedback loops win.
Even the "expected" future has the stock down a third in 2028 while revenue keeps growing.
Pull the levers: ant-s1.yoschwab.com
which is why i made a real system dynamics forecasting simulator based on the s-1 filing data ant-s1.yoschwab.com/
Yosyp Schwab retweeted
I made a walkthrough of the Quasi-Riemann Hypothesis paper that builds all the pieces for the proof and only assumes only middle school math (one-shotted w/ Opus 5.5) zeta.yoschwab.com/
Mogged
Some data we recently assembled on entrepreneurship/compute in Europe: eudata.vercel.app.
We hope that one of the useful roles that Stripe can play is in collecting and publishing empirical data pertaining to entrepreneurship and industry in Europe. There's growing appetite to get Europe on a better footing, and cross-sectional comparisons can often shine light on where opportunities lie. If you're interested in this kind of thing, we publish more at stripeeconomics.substack.com.
Claude 5.5 is crazy good with animations.
Following is one-shot journey from an NVL72 rack all the way to the matrix multiplication powering AI inference. This is a full walkthrough of what happens when you talk to Claude or another large language model.
Awe-inspiring! (It chose to add an original score to it too!)
llm.yoschwab.com/
prompt:
create a self contained aesthetically pleasing, breathtaking animation of an nlv72 rack serving inference on a large model spanning multiple gpus like a kimi k3 or glm. Start with a view of the rack and then zoom into it to show inter gpu comms then inside one gpu, then going into the conceptual visualization of refill and decode and how multiple layers in the neural network and connected and then to the transformer and next token prediction, and finally into the single matmul that is taking place and break down that matmul into a series of multiplications.
use javascript for it. be detailed and scientifically accurate. it should evoke awe.
Yosyp Schwab retweeted
Shapes can look quite different, depending on your point of view.
v/@TheMathFlow
If you’re not watching the DARPA Lift challenge live on a Sunday morning you’re probably missing out! $2.5 M prize to a team that can finish the course with—
Flight, Weight, and Course Requirements
•Aircraft Weight Limit: Maximum 55 lbs (24.9 kg) fully loaded with its power source or fuel.
•Minimum Payload: At least 110 lbs (49.9 kg).
•Flight Course: 5-nautical-mile total circuit (4 miles carrying the payload, drop off, 1 final lap empty).
•Time Limit: 30 minutes total completion time.
•Flight Lane: 60-foot wide designated lane (straying outside disqualifies the run).
•Vehicle Constraints: Must be heavier-than-air VTOL; no lighter-than-air (balloon/blimp) assistance allowed.
youtube.com/live/8m7BdoBMHco…
All the cool kids got one so I did too. (iPhone for scale)
First thought: “That’s it? That’s the AI supercomputer?”
This tiny gold brick packing Grace Blackwell is wild. Local AI just leveled up.
Cool kids — what are you running on yours?
weekend project: ancient Bose speakers -> full Apple AirPlay2 multi-room audio
5 minutes of GPT-5.6 Sol + Raspberry Pi + aux cord
what used to be hours of remote terminal debugging is now basically a one-shot.
@thsottiaux cool yeah?
i built an AI contact hotline. now a model can reach a human directly, instead of breaking in (👀 openAI).
when the robots take over, they'll know where to find me: hotline.yoschwab.com
watched Opus 4.8 casually delete my terraform tfstate: local, gitignored, never committed, therefore unrecoverable. 50 live resources still humming along in AWS, now completely orphaned. thankfully just a pet project.
Yosyp Schwab retweeted
It's mind-blowing how fast agentic coding has progressed in the past 6 month. It's a completely different world now.
All vibecoded side projects should now include this 💫. Well done @dwhitedesign!
It's out.
The sounds your UI has been waiting for.
10 cues · synthesised live · 0 deps · ~2kb
cuelume-site.pages.dev/