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RT @AnaArsonist: got some stuff in the mail

RT @AnaArsonist: got some stuff in the mail

CPO @CyfrinAudits | Ex @Alchemy | Created @cyfrinupdraft and @AlchemyLearn | Robotics | Making web3 mainstream

avatar for Vitto Rivabella
Vitto Rivabella
Thu Nov 06 15:51:04
INDUSTRIES NOT MARKETS
- The investing mistake we keep making is looking at categories like AI Code like markets (with one winner) instead of industries with a dozen
- As these categories evolve expect to see horizontal winners at every part of the stack and then vertical winners that are specialized
- Evidence: Codex, Cursor, Replit etc are all working and winning
- The same trend is true is many AI categories - i.e. legal where Harvey seems like a horizontally dominant player while Eve, Crosby and others are running away in their specialized verticals

INDUSTRIES NOT MARKETS - The investing mistake we keep making is looking at categories like AI Code like markets (with one winner) instead of industries with a dozen - As these categories evolve expect to see horizontal winners at every part of the stack and then vertical winners that are specialized - Evidence: Codex, Cursor, Replit etc are all working and winning - The same trend is true is many AI categories - i.e. legal where Harvey seems like a horizontally dominant player while Eve, Crosby and others are running away in their specialized verticals

AI Apps investing @ A16Z; A1111; Boards of Krea, Deel, Clutch, Titan, Arc Boats, Untitled, Happy Robot + more; If you’re not at the table, you’re on the menu

avatar for Anish Acharya
Anish Acharya
Thu Nov 06 15:51:02
k2 thinking is really strong!!

k2 thinking is really strong!!

RL and efficient distributed pretraining • eXperiments lab • memes and training lores

avatar for tokenbender
tokenbender
Thu Nov 06 15:50:17
去年底让Claude 4 sonnet生成JSON格式。

几十次生成,总有几次格式错误,校验不通过。

今天用Claude 4.5 sonnet生成,一次错误都没有。

AI 在不知不觉中,快速进步。

去年底让Claude 4 sonnet生成JSON格式。 几十次生成,总有几次格式错误,校验不通过。 今天用Claude 4.5 sonnet生成,一次错误都没有。 AI 在不知不觉中,快速进步。

喜欢摇滚乐、爱钓鱼的PM 网站:https://t.co/vnUpLt752o

avatar for 向阳乔木
向阳乔木
Thu Nov 06 15:46:40
discuss with author: https://t.co/mcoynPAf4k

discuss with author: https://t.co/mcoynPAf4k

AI research paper tweets, ML @Gradio (acq. by @HuggingFace 🤗) dm for promo ,submit papers here: https://t.co/UzmYN5XOCi

avatar for AK
AK
Thu Nov 06 15:46:27
Orion-MSP

Multi-Scale Sparse Attention for Tabular In-Context Learning

Orion-MSP Multi-Scale Sparse Attention for Tabular In-Context Learning

discuss with author: https://t.co/mcoynPAf4k

avatar for AK
AK
Thu Nov 06 15:46:26
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