Sarah Guo

8/ new question: agents hold github credentials now. should they star? lots of READMEs ask for a star (caveman’s: “star cost zero. fair trade”). when the “reader” is an agent with a gh token, a README is a prompt. documentation converts its own reader! Cool! But a diff signal 9/ star velocity now measures reach through one dense mixed attention network, human and agent where’s the new signal? contributor retention, forks that receive commits, mentions in other people’s repos, registry downloads net of mirrors, social love. slow and $$$ to fake/prompt

1/ people inbound us all the time about rapid github star growth. I love oss/infra (investor in Docker, LangChain, Baseten etc). I pulled the distribution (all of github, all time). the shortest time to reach the top just went from years to ~an hour! https://t.co/BqGvY2fv5K 2/ record time for a breakout repo to hit ~20k stars: 2013-2022: years AutoGPT (2023): ~13 days Grok-1 (2024): ~1 day DeepSeek Harness (last week): ~1 hour (all AI projects, ofc) 3/ it’s not just the obvious (denominator growth). github grew from 100M to 180M developers in three years, vs ~300x change in velocity 4/ the all-time top 20 barely moved for a decade. toda…

this. US slower and more expensive than even Europe, where the distributed (part-private) reviewer network gives Europe them more aggregate capacity than FDA

Having an AI product you trust to execute transactions on your behalf and navigate websites is amazing, even better than I thought. 💜 Instinct

last day to apply! amazing class so far

New @nopriorspod with @chesscom CEO Erik Allebest: - after computers have been superhuman at chess for 30 years, why chess is now more popular than ever - why AI can’t learn for you - cultural moments for games - how to design a ranking system for poker https://t.co/e0TVwf3ZVX

Fun @NoPriorsPod recordings coming up... Questions for the CEOs of https://t.co/R8TjGzFg0M and ARM?

A super smart scientist asked me last week: what's so hard about reshoring general advanced manufacturing (short of TSMC frontier precision chemistry)? Isn't the issue just labor cost? Nope. A toy example to illustrate: We're trying to build a lot of drone motors in America right now, and falling short. It's not a labor cost issue. The work instruction says: this magnet, this adhesive, cure at this temperature, wipe the rotor first. Any competent team can build the station and follow it. But in week 3, motors start failing vibration testing. Some of them, mostly night shift. Also, weirdly, whenever the careful new hire is on station. The …

3/ Life Tables for Lasers https://t.co/AvgXAYSHcp 4/ Standard Iron https://t.co/QFhfJiUbA2 5/ The Last Analog Designers https://t.co/sM1UZsiYBU 6/6 See the full list of plausible schemes and apply at https://t.co/gdxho7Jo7u https://t.co/LPSbOlWWgv

We @Conviction are super excited our 2x/year Embed batch program ($250K, tokens/compute and community) for the 10 most interesting AI-native startups. Apply today! 5 more startup ideas we've been noodling on (lots of real world data, supply chain) 1/ The Speed of Pipetting https://t.co/hvkxVAwOta

you tried to ask anything of interest? downgraded to opus 5

Isaiah and the Valar Atomics team is capable of pulling in the timeline to more nuclear power. We’re committed to supporting them on their mission to make energy abundant, clean and cheap.

the world is maintained by change

you can be maximally long the tech and still skeptical of the price of admission on a given opp. folks who bought Cisco at 200x in Mar-2000 were right about the internet (traffic grew > than even bulls projected) and still lost 85%. right about the tech != right about the surplus for a time of such abundant intelligence there sure is a lot of logical failure

Our entire experience of reality is mediated by electrical activity in the brain. I’m inspired by BCI becoming increasingly, backable engineering, pulled forward by AI: models we interact with, translation architectures, and predictors of how perturbations reshape experience. as @maxhodak_ has said, we need companies in the space to generate hundreds of millions of revenue, and that will open the floodgates of investor capital required to aim at the really long term goals

the more you believe in meritocracy vs victimhood, the more the world works in your favor

yes, markets/risk management lessons to be learned, but many of the folks dunking on Leopold have never realized a dollar of returns. he has, and now he’s banked them. respect where due

I love a morning moon

memo has infinite patience and is excited to come home to you

best stories on a changed level of intelligence? Flowers for Algernon, The Culture series, Sirius, 20,000 Leagues, More Than Human, Understand

Strong agree. The trend of calling every challenge a “disorder” weakens the ability to face those challenges and flourish https://t.co/sWOa58oqMb from @clayroutledge in today’s NYTOpinion

this is super exciting

WHATTT

our kiddos want to go on a camper van road trip. any great spots in the Bay Area (or 1 day of driving away)? best options include water for catching frogs or other wild fun

I really love it when my partners make investments I believe in. So good

A very wise company had this philosophy of never advocating for regulations good for us but bad for the world Good time to resubscribe to it (per @lachygroom)

There is a Cambrian explosion happening im robotics. Betting early on a technical domain you love with @conviction is an enormous opportunity. When we started investing four years ago, we felt people were not tinkering nearly enough with ai models. Today, not enough people are not tinkering enough with AI in the physical world! This is beginning to change — we have portfolio companies that use right-sized Jetsons for many use cases. A rich ecosystem in the physical AI supply chain is going to arm the builders. Fun to do this with the set of true believers at Nvidia Robotics!

Great write up on technical innovations in Kimi3 that all can use baseten “intern” remains based

how’s your week going 😴 https://t.co/tmX3frNq60 to everyone in DC I met today, sincere apologies, I’m often much sunnier

we @conviction backed founders @j0nathanj and @galnivs incredible intensity, ambition, and technical depth, rather than a particular idea we’ve since seen the team they’ve recruited continually recognize the most interesting hills and take them on, from architectural innovation around data efficiency of models, to building missing infrastructure for the robotics ecosystem, to letting interface design inform research, to (most recently) outfitting a warehouse with HVAC and power for 100 robots at blitz speed congrats to @Enigma_AI on their launch today — let’s help the world get https://t.co/CRn4ULyW2C (try for yourself!)