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Mitchell Hashimoto Says Top Performers Often Hide Their Intelligence

Mitchell Hashimoto Says Top Performers Often Hide Their Intelligence▶

Mitchell Hashimoto argues that many highly successful people across industries are very smart, even when they present themselves as unserious, and reacts to a clip of Ben Affleck discussing his machine learning knowledge.

Original post · 1 min read
An uncomfortable truth for a lot of people is that a lot of the most successful people in any industry are wicked smart. We apply stereotypes based on the loudest people, but its not representative of norms. Most are crazy smart and got to where they are because of it.

I grew up in LA, one of my parents was a TV producer, my wife was an actor, many friends "in the industry." I've been constantly surrounded by it, and some of the stupidest seeming people (cause its their bit) are actually insanely smart and strategic in private. It sometimes is just beneficial for various reasons to... not show that side of you.

My favorite anecdote was when a friend (a model) was dating a phD in physics and a very rude person made some off the cuff degrading comment to model friend about it without realizing model friend has their own phD in math lol. You wouldn't know from their instagram though!

For the quoted video, I don't know Ben Affleck. I don't know how deep his knowledge goes. He's almost certainly not going to be more knowledgable than someone who professionally does this area of work full time, but he also to me on the surface sounds like someone who knows a LOT more than the average person and possibly even the average software engineer (on this topic).

Anyways, this applies to tech too. I see it constantly.
Fireside Alpha @firesidealpha
Ben Affleck reveals he writes Python, understands convolutional neural networks, worked extensively with GPUs, and used his celebrity status to get private looks at Google and OpenAI’s video models

“I’ve always been kind of into computers since I was young. Then, when film started to move from analog film to digital, I became more interested in that aspect of it. The visual-effects workflow for many years has included machine learning, so I can write pretty shitty Python scripts and stuff like that.

“With convolutional neural networks, which were the precursors to what the transformer can do…
♥ 2.5K · ⟲ 88 · 👁 113.1KView on X ↗
AI7/10

Deedy Says OpenAI Math Results Mark Major Leap Toward AGI

Deedy highlights a claimed OpenAI mathematics release, conditional on verification, and argues that LLMs have made major progress on several Millennium Prize problems, concluding that AI has largely reached human-level cognitive ability.

Original post · 2 min read
OpenAI’s math release is, in the words of Opus, “the single most consequential mathematical release ever” *

LLMs have how made substantial progress on 4 of 7 Millenium Prize problems: Navier-Stokes (claimed), Riemann, Hodge and Birch-Swinnerton-Dyer. Poincaré was solved in 2003. The two left are P v NP and Yang Mills.
*conditional on verification

On average, each OpenAI result used only 3hrs of thinking compute on their new unreleased models.

Two years ago, models said 9.11 > 9.9. Today, we have results that the smartest human minds have not been able to achieve in their entire lives. It is clear that data, compute and algorithms scale. Every model generation (3mos) has made substantial intelligence progress.

It also becomes incredibly hard to not believe that all knowledge work will change monumentally over time. The things AI can not do in the foreseeable future are very likely context-bound (don’t have access to the right information) than intelligence bound. Some might argue they are also creativity-bound or judgement-bound (what should I work on), although it can be argued that future generations could solve for this (given, say, the advancement in research taste for models over time).

AGI is defined as surpassing human capabilities on virtually all cognitive tasks. By most interpretations of that definition, we are there. The domains humans are still better than AI, such as, robotics / physical world control (data-bound?), natural science research (data-bound), some creative domains like writing, movies, music (creativity-bound), super long tasks (context-bound), choosing problems to solve (creativity-bound) and maybe human relationships management (meat-proxy bound?).
In many ways, we have achieved AGI.
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Daniel Di Martino Criticizes New OPT Fee Rule for Students

Daniel Di Martino Criticizes New OPT Fee Rule for Students

Daniel Di Martino says a new rule charging $70,000 for OPT and $30,000 for STEP OPT rests on an unrealistic 44% demand drop assumption, and warns it will harm innovation and cost taxpayers.

Original post · 1 min read
New OPT rule:

$70,000 for OPT

$30,000 for STEP OPT

It assumes demand drops by 44%, which is an arbitrary and incredibly optimistic scenario. There is no indication that universities will pay this, demand will drop 99%.

This is bad for innovation, and will cost taxpayers.
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Free Library Pairs 226 Claude Opus 5.5 Motion Graphics With Prompts

Prajwal Tomar promotes a gallery of motion graphics created with Claude Opus 5.5, each shown alongside the exact prompt that produced it, collected from posts on X and credited to their creators.

Original post · 1 min read
This guy collected 100s of Opus 5.5 motion graphics from X and put the exact prompt next to every single one.

Opus is CRAZY good at motion, most people just get stuck on what to type. This fixes that.

Pretty sure this is the best free motion library on X right now.
p4n @p4nthera_
I built a growing gallery of motion graphics made with Claude Opus 5.5, each shown next to the prompt or skill that made it.

226 so far, all pulled from posts here and credited to their creators.

prompt-motion.com/
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Adrià Martinez Explains How to Apply to Anthropic's Startup Program

Adrià Martinez Explains How to Apply to Anthropic's Startup Program

Adrià Martinez describes the Claude Startups program, which offers a year of Claude Team, API credits, priority rate limits and tool discounts, and gives step-by-step application tips such as using a company email.

Original post · 1 min read
It took me 5 minutes to get into the Claude Startups program

And you don't need VC funding anymore

What you get:

- A year of Claude Team
- API credits
- Priority rate limits
- Deals on the tools a startup runs on

How to apply:

- Create a Claude Console account (the API one, not the app)
- Use a company email, not Gmail
- Go to claude.com/programs/startups
- Fill in the form with what you're building on Claude

Easiest trade I've made all year
Claude @claudeai
The Claude Startups program is expanding to more founders.

Members can get a year of Claude Team, API credits, special offers on the tools a startup runs on, and office hours with Anthropic’s Applied AI team.
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FBI Arrests Fortnite Player Using Epic's Voice Chat Recording

Aakash Gupta reports that the FBI arrested Edward Frith after Epic Games reviewed a reported voice clip of his threat and sent it to authorities, and explains how Fortnite's rolling five-minute voice buffer and reporting system work.

Original post · 2 min read
The FBI just arrested a Fortnite player using a recording the game made of his own voice. He had no idea his headset was taping him. Almost nobody playing does.

Edward Frith, 29, had logged into his account over 1,700 times. In September he told another player that if the FBI showed up at his door he'd shoot them too. Someone in the lobby pressed the report button. Epic reviewed the clip, sent it to the FBI on September 20, and agents arrested him within days.

The design of the system is the clever part.

Recording every player would be a privacy disaster and a storage bill nobody wants. So Epic built voice reporting in 2023 to work like a flight recorder. The audio buffer lives on your own device, overwrites itself every five minutes, and never leaves your machine unless another player in the match reports it. The moment someone does, the clip gets packaged and sent to Epic's safety team with the speakers tagged.

He said it to one stranger in a lobby. That stranger had a button that turns the last five minutes into a federal exhibit.

I was a producer on Fortnite, and this is the part people outside the building never see. Threats of real-world violence got treated with the same urgency as a revenue outage. The game is full of kids, and Epic acts like it.

Fortnite is actually the conservative version of this. It still requires a human to press the button. Call of Duty has run AI moderation directly on live voice chat since 2023, no report needed. Every major platform with a microphone is converging on the same architecture.

The era where anything said into a gaming headset stayed in the lobby is ending one match at a time.
Dexerto @Dexerto
A Fortnite player who threatened to shoot the FBI in voice chat was arrested by the FBI

WagesOfNinja told another user "Let's see if the FBI is going to show up at my door because I'll shoot them motherf**kers too"
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AI5/10

Amjad Masad Predicts AI Will Make Software Effectively Open Source

Amjad Masad says AI-powered reverse engineering and decompilation are advancing rapidly and expects nearly all software to become de facto open source.

Original post · 1 min read
What’s happening in the AI-powered reverse engineering and decompilation is absolutely insane. Pretty soon all software will be de facto open-source.

AI is coming for everything and everyone.
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Steve Yegge Promotes Beads as Open Source Memory System for Agents

Steve Yegge calls Beads the most mature open-source memory system for agents and says it reached 1.5 million downloads, pointing to planned versioned memory features and a proposed wire protocol.

Original post · 1 min read
Beads is the oldest and most mature OSS memory system for agents out there. It's the foundation for all my work for the past year, and has matured tremendously with the work of the Gas City folks.

Now that everyone is finally figuring out that they need to "grow" their company brains, I see all these products coming out. You don't need products, you just need Beads. Show it to your agent today.
Gas Town Hall @gastownhall
Beads just passed 1.5M downloads. Next up: teaching it to remember more than just issues.

Donna Box, Stephanie Jarmak and Jim Wordelman are working on versioned Memory Beads and BDP, the proposed wire protocol for Beads.

Give the preview branch a try!

blog.gascity.com/posts/extending-beads-memorie…
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Outer Space Launches With $8M Pre-Seed to Build Solar Backyard Spaces

Mark Suster congratulates Jiake Liu on the launch of Outer Space, which raised $8 million in pre-seed funding led by Upfront Ventures and builds outdoor living spaces that generate and store solar energy.

Original post · 1 min read
I can't believe I'm saying this, but I've known Jiake for nearly 20 years!

He's incredibly talented, driven & up for solving big problems. Just like many LA founders these days. Hardware meets energy meets living spaces.

Outer Space. In your backyard.
Jiake Liu @jiakeliu
Today we’re launching @outerspacesco with $8M in pre-seed funding led by @upfrontvc.

The future of residential energy might not be on your roof. It might be in your backyard.

We’re building beautiful outdoor spaces that generate solar power and store energy for your home.

No roof modifications. No batteries taking up garage space.

Just more living space that also powers your home.

We think this could become an entirely new category of residential energy.

Checkout what we’re building in this video and thread below.

Shoutout to @msuster @kevinyzhang at @upfrontvc, @willhsu at @mucker, @ge…
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Kyzo Says One Hits $2M ARR Within Five Hours of Launch

Kyzo Says One Hits $2M ARR Within Five Hours of Launch▶

Developer kyzo says the new product One, a unified inbox and voice interface for talking with AI agents, reached $2 million in annual recurring revenue within five hours. The post links to a promotional video.

Original post · 1 min read
we’ve hit $2m ARR in 5 hours

not a joke btw
kyzo @ky__zo
meet One, the new way for talking with your agents

• see questions from your agents in one inbox
• talk to those agents with your voice
• reply from your iPhone, even to cloud ones

most joyous product I've built so far.
enjoy!!!
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Valon Raises $150M Series D at $2.3B Valuation for Mortgage Software

Valon Raises $150M Series D at $2.3B Valuation for Mortgage Software▶

a16z reports that Valon raised a $150 million Series D at a $2.3 billion valuation after signing over $200 million in software deals, and describes how it became a regulated servicer before selling its platform to the industry.

Original post · 1 min read
.@Valon just raised a $150M Series D at a $2.3B valuation. Within six months of selling software, they signed over $200M in deals.

(And they're hiring!)

How the seven-year-old company got there:

- Mortgage is $13 trillion of consumer debt running on a system built before the internet, and no servicer will trust a new platform. So Valon became one.

- Co-founder Andrew Wang read every federal and state regulation, 18 hours a day for six months, and turned it into code.

- They ran their own servicer on the software until it hit 3x the industry's efficiency, sold that servicer to a larger mortgage company, and now sell the software to everyone else. One of the biggest servicers in the US is moving 4 million loans onto it, nearly 10% of the market.

Valon is hiring deployment strategists in NY and SF. Read more about their open roles: a16zjobs.substack.com/p/valon-just-raised-150m…

@xlindadu @wangandrewd
a16z @a16z
a16z's Angela Strange sits down with @Valon's Andrew Wang and Linda Du to unpack what it takes to rebuild the infrastructure underneath a $13 trillion mortgage market that still relies heavily on systems designed before the internet.

Linda and Andrew explain why Valon chose the hardest path: becoming a regulated mortgage servicer, translating decades of federal and state regulation into software, and proving the platform on its own loans before selling it to the industry. That foundation made Valon roughly 3x as efficient as traditional servicing and created the system of record it is now usi…
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Claire Vo Uses OpenAI Decisions API to Pick YouTube Thumbnails

Claire Vo Uses OpenAI Decisions API to Pick YouTube Thumbnails▶

Claire Vo describes using OpenAI's Decisions API with vision to choose the best thumbnail face from 40 minutes of footage for about $0.13. The API, now in public beta, selects models, tools or actions in near real time.

Original post · 1 min read
The Decisions API + vision + $0.13 = the cutest YT thumbnails in the game 👸

Here's how I'm using this cheapie little model to pick my best face from 40 minutes of footage:
OpenAI Developers @OpenAIDevs
Let your app choose the right model, tool, or action in near real-time with Decisions API, now available to all developers in public beta.

The Decisions API makes decisions up to 10x faster than GPT-6 Luna through the Responses API.
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Anduril Commits $3.7 Billion to Arsenal-2 Shipyard Project

Palmer Luckey says Anduril is investing $3.7 billion in Arsenal-2, which he describes as the largest American shipyard built since World War II, and calls for bold investment in shipbuilding.

Original post · 1 min read
Anduril is building America's largest shipyard since WWII. This space needs bold investment and decisive action.

In the 1790s, Baltimoore clippers were the fastest and most advanced sailing ships of their time. King George III didn't stand a chance. Time to run the same play.
Anduril Industries @anduriltech
Anduril is investing $3.7B into Arsenal-2.
The next great American Shipyard.
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Boris Cherny Says Prompting Claude Should Feel Like Talking to a Coworker

Boris Cherny explains his approach to prompting Claude, advising users to give clear goals, specify effort level and verification steps rather than relying on heavy scaffolding.

Original post · 1 min read
I am surprised that people are surprised this is how I prompt Claude.

Talk to Claude the way you would a coworker. There's no secret to prompting. There's no need to be overly scaffolded or prescriptive for most tasks -- give Claude a goal, and it will figure it out.

Back in the Sonnet 3.5 days, your prompt mattered a lot. Nowadays, it's much more important to communicate to the model:

1. What you want it to do
2. How much effort you want it to spend
3. How it should verify that it did the right thing
Boris Cherny @bcherny
Prompt
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AI6/10

Ben Affleck Describes Machine Learning Background and Visits to Google, OpenAI

Ben Affleck Describes Machine Learning Background and Visits to Google, OpenAI▶

In a quoted interview, Ben Affleck says he writes Python, understands convolutional neural networks and has worked with GPUs, and that he has visited Google and OpenAI to see their video models. The post also quotes Andy Bechtolsheim saying AI has raised optics demand roughly tenfold, with much more growth ahead.

Original post · 2 min read
Ben Affleck reveals he writes Python, understands convolutional neural networks, worked extensively with GPUs, and used his celebrity status to get private looks at Google and OpenAI’s video models

“I’ve always been kind of into computers since I was young. Then, when film started to move from analog film to digital, I became more interested in that aspect of it. The visual-effects workflow for many years has included machine learning, so I can write pretty shitty Python scripts and stuff like that.

“With convolutional neural networks, which were the precursors to what the transformer can do, which is much more computation simultaneously, you would do things like look at what’s called a tensor. That’s the numerical translation of a visual image in numbers, like the batch number, the frame number and the red, green and blue values of each pixel in each frame. It’s just that simple. That numeric is called a tensor.

“You’d use a convolutional neural network to identify patterns that reveal what’s called edge detection or feature extraction, which is identifying patterns well enough to know, this is where the window ledge is, so we can more easily take the green-screen image out and replace it with something.

“That was familiar to me early on because, prior to Artists Equity, I had a small visual-effects company. I’ve worked with GPUs a lot too. The visual-effects guys said, ‘Hey, you should see. There are a couple: Google and this other company, OpenAI, are doing really interesting stuff with transformers in video.’

“I’ve learned that I can actually just call up and go, ‘Hey, it’s Ben Affleck. Can I come see what you’re doing?’ Sometimes people say yes, to my astonishment.”
Fireside Alpha @firesidealpha
$ANET Andy Bechtolsheim says AI has made optics demand about 10 times bigger in five years and the industry is only at the "very beginning"

"So I guess I don't need to tell you that AI has been driving this incredible increase in demand for high-speed optics, which is probably now 10 times bigger than it used to be five years ago..."

"And what I want to talk to you today is that we're not at the end of this journey, but rather the very beginning. There's easily another order of magnitude increase in bits needed for the next generation kind of data centers."

"So what I want to talk about fir…
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Eric Raymond Highlights Open-Source Rust Clone of Photoshop Built via LLM

Eric S. Raymond shares the photocraft GitHub project, a clean-room open-source reimplementation of Photoshop that he says was likely generated by decompiling the app, converting it to a spec and prompting an LLM for Rust. He argues this threatens closed-source software.

Original post · 1 min read
This is the doom I predicted a few days ago, coming for Photoshop. A clean-room open-source reimplementation.

No prizes for guessing that they decompiled Photoshop to source code, processed that to some kind of non-code specification language, then fed the spec to an LLM with an instruction to generate Rust.

Adobe just got nuked. And closed source is dead, dead, dead.

github.com/storytold/photocraft
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Alex Finn Praises Hark, a Proactive Agent With Adaptive Interface

Alex Finn Praises Hark, a Proactive Agent With Adaptive Interface▶

Alex Finn says the proactive AI agent Hark impressed him after a week of early access, and shares a video explaining its features. The post describes an interface that adapts to each user.

Original post · 1 min read
This new AI agent blew my mind

Hark is a proactive agent with a custom interface that completely transforms based on who you are

They gave me early access a week ago and I've really enjoyed using it

Here's everything you need to know about Hark:
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Sheel Mohnot Recommends Hark Pro for Its Proactive UX

Investor Sheel Mohnot recommends trying Hark Pro despite personal assistant fatigue, citing strong UX and non-intrusive proactive notifications. He quotes Brett Adcock's announcement that Hark Pro is live on web, iOS and Android.

Original post · 1 min read
You might have personal assistant fatigue at this point, but if you're up for signing up for another one, this one is a good one to try... UX and proactive pushes in particular are extremely good and not too annoying
Brett Adcock @adcock_brett
Introducing Hark Pro

Hark Pro is now live on web, iOS, and Android

Try it free: hark.com
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AI6/10

Teams Turn to AI Simulations to Test Product Ideas Before Launch

Teams Turn to AI Simulations to Test Product Ideas Before Launch

Lenny Rachitsky describes a growing trend of teams using AI user simulations to test product ideas and flows. He lists Simile, Primitive Labs, Synthetic Users, Tenera and Seldon and asks readers for experiences.

Original post · 1 min read
Trend I'm following: Teams using AI "simulations" to quickly test product ideas and flow tweaks.

Products like @simile_ai, @primitivelabsai, @syntheticusers, trytenera.ai, seldon.com/, and others.

If you've tried something like this, how'd it go?
trytenera.aiTenera | Predict how users react before software shipsSimulate real user behavior against product decisions before you build.seldon.comSeldon - Model what happens next.Seldon is a behavioral simulation platform for exploring how people make decisions, respond to change, and shape what happens next.
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Ta-Nehisi Quotes Post Mocks Noah Smith Over Public Exchange

Ta-Nehisi Quotes Post Mocks Noah Smith Over Public Exchange▶

A commentary account posts a video and quote-post praising Noah Smith in a heated online argument with a commentator, and criticizes left-leaning Twitter reaction to Ezra Klein's zoning remarks. The content is personal political commentary with no technology news.

Original post · 1 min read
.@L0m3z sputtering, red-faced, pleading w/ Noah Smith that he's only bullying Indian kids to HELP them integrate. Noah's the wrong guy to try this kind of argument on. It’s like trying to bullshit about wine to a dog. He calls @l0m3z a Pakistani. @L0m3z is left stunned. He's been bodied. Noah Smith is not the hero we deserve, but he is the hero we need.
Ta-Nehisi Quotes @steady_drumbeat
Noah Smith's power is his dumb guy confidence. The left is a nest of vipers waiting to pounce on anyone who expresses a positive stand on anything. Ezra Klein meekly suggests relaxing zoning rules on setbacks and lefty twitter reacts like he punched a pregnant woman in the stomach. In such an environment, it is the guileless moron who attains the status of sage. Because he just blithely says stuff.
youtube.com/watch?v=x-QBwwiselI
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Kyzo Introduces One, a Voice-Enabled Inbox for Talking With Agents

Kyzo Introduces One, a Voice-Enabled Inbox for Talking With Agents▶

Kyzo introduces One, a product that gathers agent questions in a single inbox, lets users talk to agents by voice and supports replies from an iPhone, including to cloud agents. The post is a product announcement video.

Original post · 1 min read
meet One, the new way for talking with your agents

• see questions from your agents in one inbox
• talk to those agents with your voice
• reply from your iPhone, even to cloud ones

most joyous product I've built so far.
enjoy!!!
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AI8/10

Meta and Sierra Announce Open Personal Agent Protocol Standard

Meta and Sierra Announce Open Personal Agent Protocol Standard

Bret Taylor announces the Personal Agent Protocol, an open standard being developed by Meta and Sierra with partners including Genesys, Shopify, Stripe and Walmart. It defines how personal agents interact with businesses and is open for anyone to implement.

Original post · 1 min read
Today we’re announcing Personal Agent Protocol — an open standard @Meta and @SierraPlatform are developing along with industry partners at @Genesys, @instinct, @RocketOTD, @Shopify, @stripe, and @Walmart. It will help define how personal agents interact with businesses and is open for anyone to implement. You can read more here - and if anyone is interested in joining let me know! sierra.ai/blog/introducing-personal-agent-prot…
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Jason Fried Endorses Graphical, a Tool for Designing Visual Languages

Jason Fried praises Graphical, a tool by Josh Puckett for designing visual languages and styling components with coding agents. The post quotes Puckett's launch announcement and links to graphicalui.com.

Original post · 1 min read
Josh always brings the good stuff.
joshpuckett @joshpuckett
Introducing Graphical.

It's a simple, powerful, and fun tool to design visual languages, style components, and work with coding agents to create interfaces that look memorable and feel unique.

I hope you'll check it out at graphicalui.com/!
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Oki Home Launches Personal AI Computer With Reservations Open

Vijay Shekhar Sharma compares the Oki Home personal AI computer to the Sun Ultra of the AI era. The quoted announcement says the device keeps user data local and takes reservations for a first batch shipping mid-December.

Original post · 1 min read
This is the Sun Ultra of ai era!
😇 @vkhosla
Luofei @Luofei_Chen
Say hello to Oki Home, your Personal AI Computer.

We're building a future of limitless, personalized intelligence for every consumer, while keeping all your data in your hands.

Reserve our first batch, shipping mid-december! okihome.ai
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Nat Eliason Details Fourteen Ways His Bot Setup Automates Work

Nat Eliason lists fourteen functions of his bot setup, including a chief-of-staff agent that drafts emails, specialist agents per work lane, and cloud coding agents that open pull requests from Linear issues. He notes GrokBot as a substantial improvement over his previous OpenClaw setup.

Original post · 2 min read
Things my @bot setup does that still blow my mind:

1. A Chief of Staff who opens the day pulling open loops from email & tasks and suggesting things it can knock out before 7am.

2. After every meeting, decisions get folded into Notion, Linear, and Todoist — not left rotting in Granola

3. Every email starts as a draft. The CoS bot scans my email every ~2hr and drafts replies to nearly everything — including checking my cal for availability and finding requested attachments / links

4. A specialist for each lane: curriculum, engineering, coaching, hiring, content, ops, and one for every single piece of software

5. Routines that keep running while I’m offline (e.g. monitoring Sentry errors in our apps and proactively fixing things)

6. Group rooms where 2–4 bots share one project thread instead of me copy-pasting context

7. Cloud coding agents that pick up Linear issues and open PRs after running the list of open work by me EoD — then squash-merge to main when it’s done

8. Meeting prep briefs pulled from Granola + Notion before I walk in

9. A growing shareable knowledge base in Notion + a GitHub repo that we update daily based on what happens at school

10. Student progress look-up across Expertise, Followers, and CoFounder without inventing numbers — chat anytime to see where a student is on their business work

11. Mentor Mind that coaches me on how to hold the bar without inventing doctrine

12. Todoist as a central task list where it logs things it’s blocked on for me, or from meetings / emails — and I can paste links into chat to direct it how to solve them

13. Engineering work is automatically tracked in Linear so my and the product teams’ bots don’t collide with each other

14. Presentations spun up in Gamma / Claude Design without me opening a slide tool

15. Plaud / live capture → notes the bots can actually act on

Probably more but these were the immediate ones we thought of.
Nat Eliason @nateliason
GrokBot feels like absolute magic at this point, a meaningful leg up on my previous OpenClaw etc. setups.

And with how easy it is to setup, there's really no excuse now.
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Anthropic Expands Claude Startups Program to More Founders

Anthropic Expands Claude Startups Program to More Founders▶

Claude announces that its Startups program is expanding, offering members a year of Claude Team, API credits, partner tool offers and office hours with Anthropic's Applied AI team. The announcement includes a video.

Original post · 1 min read
The Claude Startups program is expanding to more founders.

Members can get a year of Claude Team, API credits, special offers on the tools a startup runs on, and office hours with Anthropic’s Applied AI team.
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Arista's Andy Bechtolsheim Says AI Optics Demand Is Just Beginning

Arista's Andy Bechtolsheim Says AI Optics Demand Is Just Beginning▶

Fireside Alpha shares remarks from Arista's Andy Bechtolsheim, who says AI has made optics demand roughly tenfold larger in five years and that another order of magnitude in bandwidth is needed. A companion post cites Meta's Reels watch-time gains from better recommendation models.

Original post · 1 min read
$ANET Andy Bechtolsheim says AI has made optics demand about 10 times bigger in five years and the industry is only at the "very beginning"

"So I guess I don't need to tell you that AI has been driving this incredible increase in demand for high-speed optics, which is probably now 10 times bigger than it used to be five years ago..."

"And what I want to talk to you today is that we're not at the end of this journey, but rather the very beginning. There's easily another order of magnitude increase in bits needed for the next generation kind of data centers."

"So what I want to talk about first is what's happening at the data center level, and how we as an industry have to get together to solve these problems of this very rapid and high demand growth as fast as possible, since AI can't wait."
______
For full set of takeaways to Andy's AI Datacenter and Optics lecture: firesidealpha.substack.com/p/aristas-andy-bech…
Fireside Alpha @firesidealpha
$META Devansh Tandon reveals the tokens-in, engagement-out flywheel behind Meta's recommendation system, where better models lift Reels watch time 30% and the monetization pays for the next training run

"These scaling curves aren't just academic research. They're driving real product impact at scale for some of the biggest consumer businesses in the world."

"Here's a couple of examples I have from Meta's recent earnings reports. Instagram Reels had a strong quarter, 30% year on year watch time."

"And the optimizations we made to improve the quality of recommendations included simplifying ou…
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Levelsio Predicts Coastal and Mountain Land Will Gain Value After AGI

Pieter Levels says he owns property in scarce coastal and mountain areas and plans to keep buying there, reflecting a thesis that people with money will move to the nicest places once AI makes work pointless. He is quoting a post by IterIntellectus making the same claim.

Original post · 1 min read
I own land and property in exactly these areas and will keep buying land and property in these areas

This is exactly my post-AGI thesis too

Scarse coastal or mountain land with clean air
vittorio @IterIntellectus
once ASI is here and living somewhere because of "work" becomes pointless, people with money will just move to the nicest places on earth

Mediterranean climate, ocean, mountains, good food, beautiful isolated towns

places like this are going to become insanely valuable
probably worth buying real estate there now
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NSF America's Seed Fund Reopens With Up to $1.55M in Grants

NSF America's Seed Fund Reopens With Up to $1.55M in Grants

Ksenia Moskalenko reports that the NSF America's Seed Fund has reopened after reauthorization, offering non-dilutive funding up to $1.55M across three tracks. The post lists eligibility rules, a 3-page pitch step, and a November 4 full-proposal deadline.

Original post · 1 min read
The US government will give your startup up to $1.55M and take 0% equity.

@NSF's America's Seed Fund is open again after Congress reauthorized it in April.

Three tracks:
- Phase I: up to $305K to prove the idea
- Phase II: up to $1.25M to build it
- Fast-Track: up to $1.55M, both phases in one go

Who can apply:
- US-based startups with 500 or fewer employees
- 51%+ owned by US citizens or permanent residents
- Not majority owned by VCs
- All the work done in the US

How it works:
- Send a 3-page Project Pitch first
- NSF invites the best ones to submit a full proposal
- Next full proposal deadline: Nov 4

Phase I funding rates have run about 10 to 20%. It's work, but nobody takes your cap table.

Application link 👉 seedfund.nsf.gov

Bookmark and tag a tech founder who needs this.
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Developer Says Opus 5.5 Recreated Adobe Apps in Rust and Open-Sourced Them

Developer Says Opus 5.5 Recreated Adobe Apps in Rust and Open-Sourced Them

Kevin Picchi claims one developer used Opus 5.5 to re-create all Adobe applications, port them to Rust and release them as open source. The post is brief and shares a media attachment.

Original post · 1 min read
This guy re-created all the adobe apps with opus-5.5, ported them to rust, and opensourced them

something really cool is happening
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