thomas (@thothwill) profile picture

product. working on time. agentic harness exploration. the robots are coming. striving to be better every day.

Joined February 2021
Photo by thomas (@thothwill)Photo by thomas (@thothwill)Photo by thomas (@thothwill)Photo by thomas (@thothwill)Photo by thomas (@thothwill)Photo by thomas (@thothwill)Photo by thomas (@thothwill)Photo by thomas (@thothwill)Photo by thomas (@thothwill)Photo by thomas (@thothwill)
Elon predicted 100x gains in AI intelligence at fixed model size. It was at the edge of plausibility when he said it. Turns out it's now a fact. We are nowhere near the ceiling.
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thomas retweeted
this is a critically important moment for cyber defense with AI; there is not much time to act. we are happy if you want to work with us or any of our competitors or partners, but please take this moment seriously. only an urgent and intense collective response will work.
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Very thought provoking
As Treasury Sec Bessent talks following the Treasury’s debt buyback announcement. Here’s a must watch rare interview of his investment philosophy. If you’re bearish, I get why you’d be but please know that Scott & Trump arent ideological they will never allow it to fail. The printer is on…you don’t want to be on the wrong side of the printer. Just a matter of time before the Fed follow suit, $8.8T of MMF is ready to be injected into the “risky” assets. Limit up
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thomas retweeted
the next massive consumer ai opportunity is making personal agents feel as intuitive as an iphone. this is deeply important because this is the new software layer for everyday life. most ppl do not want to configure workflows, manage prompts, route models, or think about agents at all. they want software that just works & the winning products will hide almost all of the complexity with taste incl. context, memory, & orchestration. e.g. there’ll be baseline personal agents that come alive out of the box which are already understanding your context, patterns, relationships, preferences, apps, devices, routines, etc. then there’ll be ephemeral agents that spawn dynamically from intent, ambient capture, conversation, location, screenshots, email, calendar, camera roll, whatever. this is the software that assembles itself around the moment just like weather updates based on your location but way more in depth. today even the most state of the art agent products feel like giving normal people shell access to a distributed system. apple won by turning computers from something you operated into something you experienced. personal agents require the same transition. whoever solves this becomes the ambient operating system for human life. small category btw.
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S&P 7 vs S&P 493 🫣
When you say privates haven’t kept up with publics, you should really say privates haven’t kept up with the Mag 7. There are 493 other S&P companies that have barely gone anywhere. If you want to hold 7 stocks, go for it. PEVC v. R2000/S&P493 is a diff story. Source: Goldman
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I hate to say it, but this is the future of advertising. Think of Super Bowl commercials: it's a joke with a bit of brand baked in. This dentist in LA is making these weekly and getting 1000x the views of his competitors. Entertain -> sell
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Attention is all you need.
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Jamie Dimon is right
Jamie Dimon is not fucking around today… “China is an adversary, but what I really worry about is the enemy within. Can we get our own act together, our own values and capabilities. This time is different… we have to get our act together and quickly.”
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My favourite Nietzsche quote of all time
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Realizing Trump told us to buy stocks and then paused tariffs setting up everyone vs. China
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The script is so obvious. Get this down to sub 3.5, refinance the debt, initiate QE, roll back the tariffs, RF rate at 3.5% tech rips stocks up. See you in ‘26.
The 10-year now below 4.00% Huh… 🤔
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