Sarah Guo

cute ad, killer founding team https://t.co/cL6Tj0pxuQ

Very proud to be an American! There is no better system: individual rights, popular sovereignty, limited but capable government, rule of law, pluralism, free speech and markets, earned status, self-correction, invention — and ambition. We will be better for the next 250 by leaning again into who we are, and as an ongoing nation-project, fixing the pieces of that which need work (housing, capacity to build physical things, governance capacity, trust collapse, defense against propaganda). 🇺🇸

On this great birthday, let’s remember the classic American pattern: we get embarrassed, then we get busy. Sputnik went up, and within a year we’d built NASA and DARPA (new institutions, created at warp speed, that gave us the moon landing and the internet). At 250, we shouldn’t need the embarrassment. Crisis got us this far, but ambition must take us from here. We have plenty of it in this country. That ambition (and the country) deserves a government on a shot clock! Let’s be great on purpose now:

Egypt won?

investors buying secondary in a company they can’t get primary access to is quite common — but the investor promoting that online as if they’re a direct shareholder and partner to the company is disingenuous. And will get folks embarrassed by founders “who do not consent” to the new ownership

super impressive example of combining machines-asking-humans in order to efficiently direct use of compute against a goal

nuclear powered GPUs!!

Many parts of venture don’t make any sense to founders, and hanging out with the great but always surprising @stanine, being forced to explain how VC works, reminded me of that

the destruction of American education over the past decade is an incredible self-own competence is objective. a child can either do the math or they can’t. but in the u.s., a lot of people have reasons not to say that! parents don’t want to hear their kid is struggling. teachers don’t want scores used to manage them. districts don’t want embarrassment. progressives worry accountability will create inequity. conservatives don’t want federal authorities. so we end up with process, weak standards, and excuses to explain away bad outcomes. people object that it’s phones, covid, demographic change. ok! but we fail globally when others have pho…

has anyone hosted a debate on solar+batteries vs nuclear for datacenter power generation? (both would be good, but curious) before someone @ me, yes I understand that there are cloudy days sometimes and they have different generation profiles and solar might need overbuild/diesel backup etc. that’s the point of the debate

Really fun to hang again with my friend 🃏 @polynoamial (OpenAI research scientist, our first guest ever on @NoPriorsPod in early 2023) to talk about the implications of large test-time compute, and what happens when models are given $10M budgets to spend on a single task. Topics: 01:23 – Why Benchmarks Are Broken 04:19 – Compute Budgets and Projections 06:48 – How Long Should Models Think? 08:01 – Benchmarkmaxxing 09:48 – Noam's Evals 12:40 – Safety (When Model Capability Scales With Spend) 16:09 – Implications For the Model Release Cycle 18:34 – Latent Model Capability 22:27 – Limits on Recursive Self-Improvement 28:38 – Large-Scale Multi-…

Cool research work on scaling inference compute

I start by assuming the best in people, but I also follow the basic rule of thumb — when people show you who they are, believe them the first time.

didn’t think this would happen for a while, but now I consistently downgrade model for chat queries I know are not that hard, should be mostly retrieval/ai search api bc I want faster speed cc: @KeenableAI

@iyanmoonyang @ryancjulian even worse in robotics than llm. eval depends on hardware, objects, environment (scene, lighting, calibration), policies / recovery behavior… pairwise preference feels tough to do

ICYMI, full @NoPriorsPod discussion at @Microsoft Build with @satyanadella 01:48 – Reflections from Microsoft Build, ecosystem 03:12 – MAI Training, Model Strategy 05:48 – Complexity of Real-World Deployment of AI 07:33 – Augmenting Human Capital 09:37 – Harnesses for Enterprise 11:49 – Value Capture By Developers 15:09 – Can Everybody Operate at the Frontier? 15:51 – The Definition of IP in 2026 17:38 – Vendor vs. Enterprise Agents 21:48 – Predictions on Model Pricing 24:02 – Durability of SaaS, SaaSpocalypse 25:58 – What Satya’s Coding Himself 28:18 – Future of Engineering 30:54 – How Microsoft Can Be More Ambitious? 34:36 – Data Centers a…

anti-datacenter is just de-growth by another name instead of refusing to enable humans with more capabilities, we can figure out how to make more energy, mitigate electricity cost, and get to zero climate impact orbital datacenters becoming a legitimate part of the discussion right now is existence proof. we would be pulling power out of the sky. more short term, the needs of datacenters are a catalyst for building industrial capacity (including power generation) we should have built in America long ago. technology (and regulatory reform, redistribution) is the answer to abundance degrowth is an inhumane fantasy of folks who do not unders…

Josh was a great partner to me and I learned a lot from him about consumer products and investing! Founders will too. 💜

.@Baseten is building the Inference Cloud, and has raised another $1.5B to invest aggressively in their capacity, infrastructure platform and research products. Today, they serve the leading AI-native companies who want to own and improve their intelligence. These frontier customers need special-forces support and frontier scale. Baseten wins by helping these demanding, sophisticated customers do more than they could on their own, in their unique domains — embedding engineering and research capabilities, offering a truly elastic cloud, and providing tools for full-stack and complete-loop optimization. Everything we see at @Conviction sugges…

$INTC CEO @LipBuTan1 in new interview on his Foundry bet, and why we must make semis in the United States. https://t.co/Ti80atCsbb full interview: https://t.co/MnuoDwY1ex amazing what entrepreneurs can do when they're committed -- Lip Bu doesn't ask the question of"feasibility" just whether it's important to do (yes)

if anyone is looking for more background on EUV, I liked this book on ASML https://t.co/3MNZUZ6kwE https://t.co/Dcth8mYolm

Congrats to the infinitely curious Kevin Roose!

what’s the explanation for enterprises/gov not investing aggressively in improving the security quality of their code bases? every indication is that the world will have open source models that are mythos-level capable at exploiting systems…but there’s no mass move to defend

New @NoPriorsPod: @LipBuTan1, CEO @intel and legendary semis investor I've been lucky to partner with topics: - Why take the CEO job - His ten-year vision - AI for chip design - Making chips in the US - How to invest in semis - What investors misunderstand about Intel https://t.co/EDgbivqEcY @NoPriorsPod @LipBuTan1 @intel full interview (or subscribe anywhere you get podcasts) https://t.co/MnuoDwXtoZ

as was said by Zhuangzi: “至人無己” (it is just as dangerous to try to be like yourself as to try to be like anyone else) identifying as “agi-pilled” or “an intellectual” is reassuring & there is pride/community in the earned craft of being a great [engineer, investor, thinker] but deeply held identities, especially those attached to tools, knowledge and a hard-earned level of skill, erode uncomfortably as models hill-climb the craft if there was ever a time for new self-generation, it is now. a small identity can best honestly explore the new frontier a curiosity-driven self naturally generates new forms! may we be our future selves, not…

there’s something so wonderful about making new friends who are un-selfconsciously, pot-committed quickly. like starting to date someone and going on a trip for date two two souls meet and immediately someone is like, “hey wanna move to my town?” or “let’s conspire in business”

this is so amazing. let inventors like @DavidSHolz invent https://t.co/tO04778W2e

I put my hand in the @midjourney demo scanner tonight and I felt the blessing of the future

It’s our next Mixture of Experts! Find the next breakout team to join here: https://t.co/ghQ9PZI8Mc https://t.co/NfbfULcuOH

Happy @ycombinator demo day to all who celebrate 🎉 https://t.co/QHJi7J4vY8