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the “launch costs are dropping” narrative misses that prices haven’t. most dedicated F9s aren't full and gov pays more, so this under-estimates $/kg. 

customers pay for reliable access — all just margin until a real competitor reaches orbit.

7.8 km/s is a great moat!

the “launch costs are dropping” narrative misses that prices haven’t. most dedicated F9s aren't full and gov pays more, so this under-estimates $/kg. customers pay for reliable access — all just margin until a real competitor reaches orbit. 7.8 km/s is a great moat!

i'm also probably overestimating marginal launch cost — imagine reusability pushed it closer to $15m far sooner

avatar for Ryan McEntush
Ryan McEntush
Thu Oct 30 18:05:35
Prompt engineering became context engineering and summarization is becoming context compression/synthesis

Prompt engineering became context engineering and summarization is becoming context compression/synthesis

Cofounder and CEO @Samaya_AI. Formerly Research Scientist Google Brain (@GoogleAI), PhD in ML @Cornell.

avatar for Maithra Raghu
Maithra Raghu
Thu Oct 30 18:04:36
Grab a seat while it's hot! https://t.co/19eCfuoPu2

Grab a seat while it's hot! https://t.co/19eCfuoPu2

I build stuff. On my way to making $1M 💰 My projects 👇

avatar for Florin Pop 👨🏻‍💻
Florin Pop 👨🏻‍💻
Thu Oct 30 18:03:36
RT @srush_nlp: The work Hugging Face does continues to be incredible.  Putting in serious effort to make these topics accessible and detail…

RT @srush_nlp: The work Hugging Face does continues to be incredible. Putting in serious effort to make these topics accessible and detail…

Co-founder & CEO @HuggingFace 🤗, the open and collaborative platform for AI builders

avatar for clem 🤗
clem 🤗
Thu Oct 30 18:01:30
@GavinSBaker @a16z Will link the full interview below.

@GavinSBaker and @DavidGeorge83 have a thoughtful + analytical discussion on this (which is often missing from the "bubble" debate 🙃).

Worth a listen for folks who care about things like margin and ROIC.

https://t.co/WkE4gdIQVx

@GavinSBaker @a16z Will link the full interview below. @GavinSBaker and @DavidGeorge83 have a thoughtful + analytical discussion on this (which is often missing from the "bubble" debate 🙃). Worth a listen for folks who care about things like margin and ROIC. https://t.co/WkE4gdIQVx

Partner @a16z AI 🤖 and twin to @omooretweets | Investor in @elevenlabsio, @krea_ai, @bfl_ml, @hedra_labs, @WaveFormsAI, @ViggleAI, & more

avatar for Justine Moore
Justine Moore
Thu Oct 30 17:59:50
RT @WolframRvnwlf: The appearance of robots shouldn't be underestimated. I showed my wife the NEO, thinking she'd be thrilled about a robot…

RT @WolframRvnwlf: The appearance of robots shouldn't be underestimated. I showed my wife the NEO, thinking she'd be thrilled about a robot…

Co-founder & CEO @HuggingFace 🤗, the open and collaborative platform for AI builders

avatar for clem 🤗
clem 🤗
Thu Oct 30 17:58:50
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