Our D.C. office building got a security robot. It drowned itself. We were promised flying cars, instead we got suicidal robots.

the ant fcf is impressive this is going to be a monster ipo

in a world of no moats tesla has created the clearest moat with fsd and their overall ux i would buy any large toyota or gm suv if they had tesla software and fsd deeply integrated (i dont actually think this is possible, however)

the healthcare administrative state warped healthcare to such an insane extent over the past 25 years that something so basic like an x-ray for a set price feels like absolute genius

bruh the exodus already happened

“oh here’s free money just bill this code too!!” this is not how healthcare gets better in america

helping someone “make more money” is often the right answer in many industries but in healthcare, it’s almost always the wrong answer

uhc won't let me paste a password some absolute geniuses building our healthcare interfaces so super secure good job guys!!!

conversation with a very large potential sunny customer: customer: "i love what you're doing. is it legal??" me: uhhh, yeah? we have very expensive lawyers!

anyone who knows ravi please text him to make this happen

Let's gooooo

I make this same post like every 2-3 years, because there's always new data further supporting it. Georges Harik (@gharik) is one of the most prescient people in AI, and definitely the least well known and underappreciated one. In 1999 he joined Google as one of the first employees (like #7 or something) because he thought he could use his AI knowledge to build a better ad system. He and Salar Kamangar built Adwords (Salar later bought YouTube and Georges later was the force behind Google wanting to buy Andy rubin's company to build Android) Georges left Google so he could focus on AI research, which he self funded. He did so with someone he worked with closely at Google, our friend Noam Shazeer (they built the AdSense targeting engine). When Google finally decided to work hard on AI around the time of the deepmind acquisition, they tried to get Georges and Noam to come back. Georges wanted to stay independent, and our friend Noam went on to do great things obviously. This was my good fortune because it led to Georges and I hanging out a lot, because he basically needed a new lunch buddy. Georges at the time was working on language models and despite karpathy saying nobody saw LLMs being so big even in 2017, Georges was telling me they were on the cusp of changing everything in 2013. My wife and I literally changed some of our parenting priorities that year (less tigery) because georges convinced me the world was going to change so much. Later on he and I got involved in a company making CV photo filters called Lambda. They needed to make money to survive so they started building ML boxes which Georges bought a bunch of. But his significant other was mad there were so many loud and hot boxes in the house, she started worrying about fire risk, so Georges told the lambda guys they should build a cloud because in the future, the power density of the systems was going to be too big for even most enterprises to handle. This was like 2017. That's how lambda cloud began, and the premise Georges had was that AI was going to change things so much, demand growth would outpace supply growth, and the value of compute was eventually going to rise and that lambda was effectively going to be a REIT... so we should own as many GPUs as possible. It took the world almost a decade to finally figure out what Georges saw then (see attached tweet). About 5 years ago when pretraining was still the only thing people cared about, Georges started telling me inference was going to be super impt. He was working on research investigating post training as a way to improve reasoning. He found some other guys working on the same idea that had a paper known as the STAR paper, and they worked together to prove it even further with another paper called quietstar. (They all later cofounded the neolab humans&). Georges got some friends to build deepinfra.com to be one of the first inference clouds because he saw it all early. He and the humans& team also smartly used all their money to buy compute knowing it would go up in price and also get harder to obtain. It's kind of amazing to me how he has gotten everything right so far ahead of time. It's also amazing to me how VCs don't really get or believe a lot of the things he says, they often tell me I am wrong whenever I parrot Georges' current thoughts... and then years later they all put out charts and papers reaffirming those same things as if they knew it all along. The founders of Google recognize Georges' brilliance and still talk to him a lot. (Besides being smart, he is a lot of fun to hang out with.) I'm just wondering when the rest of the world figures it out

our healthcare system has a remarkable ability to turn a 5 minute clinical problem into: - a scheduling request - an insurance verification - an office visit - a billing code - a claim - an explanation of benefits we’ve optimized for everything except better health outcomes

Thank you for helping us bill! What an asinine system

its the big vc that usually elbows the small vc out of their pro rata in reality its a vc vs vc fight thats portrayed as a founder trying to renege on a contractual commitment

i wouldn’t want day one on my cap table at all but valar seems to have benefited immensely from the relationship

can anyone confirm that day one vc apparently saved valar multiple times? seed extension, first series a term sheet when no other vc would do it?

the provider wants to generate a billable encounter the insurer wants to adjudicate the claim the patient wants to get better only two of these have entire operating systems designed around their goals

the healthcare system’s favorite kpi is days in accounts receivable a patient’s favorite kpi is days spent waiting for care guess which one gets a dashboard?

lsvp to doctronic ceo: TJ Parker raised one hundred twenty million dollars do something! doctronic ceo: don’t worry, I got this (fires up linkedin)

the whole country: healthcare should be easier to shop for doctronic ceo: nope