Sae @SaeingThoughts

limenalia (lim-ə-ˈnā-lē-ə) n. from Latin 'threshold' 1. An unshakable intuition that all will change. 2. Charged stillness before transformation. Syn.: Today Joined October 2023

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Sae @SaeingThoughts

2 weeks ago

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Published a $DUOL short on May 23 when it was trading at $520.21. It's now at $273.49. My favorite quote: "Competitors such as Google have lower AI costs and more advanced, proprietary technology. Conversational practice with AI agents will become a commoditized, and likely…

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Nancy Scola @nancyscola

2 months ago

Moderated this conversation with @AndrewYang at the Ai4 conference in Las Vegas this week. A few nuggets: Yang: "I have tons of friends who are highly educated middle managers at various tech companies who've recently been laid off [because of AI]. Who's going to cry for the…

Sae @SaeingThoughts

2 months ago

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Sae @SaeingThoughts

2 months ago

I just posted a recap, but needed to reiterate two points from Andrew Yang 1. Per his private conservations, CEOs are actively aware that they need to hire less employees. This WILL reflect in jobs numbers 2. It seems he will run again! In his words, he is too young not to

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Sae @SaeingThoughts

2 months ago

Thoughts from final day Always thought domain expertise was the best launch point for a startup, in part due to industry connections. Seems to be more apparent than ever. Andrew Yang said that dozens of CEOs have personally told him that they are slowing hiring or laying off…

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Sae @SaeingThoughts

2 months ago

Fei Fei Li has an interesting “multiverse” view of 3D representations. Be everywhere at once. Shop with physical representation of yourself, but be at home. Surgery with guidance in a VR world. Interactive movies. Each requires machine understanding of 3D space. Once again left…

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Sae @SaeingThoughts

2 months ago

More AI takeaways Didn’t realize how interesting the CharacterAI story is. Google legend founds it to create AGI. Google poaches him and pretraining tech back, leaving an AI entertainment company behind….they want to scale to general AI “character” use cases, following…

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Sae @SaeingThoughts

2 months ago

Brief takeaways from AI4 Department of Labor seems to underestimate potential for AI to take jobs since enterprises are likely seeing negative productivity from AI testing (and thus aren’t shrinking workforce). Still, considering jobs as bundles of tasks, automation of certain…

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Sae @SaeingThoughts

2 months ago

$DUOL is down 8% today. Very interesting. I was listening to GPT5 release and realized instantly $DUOL would plunge. It only moved down 5% about 2 minutes later, which I thought wasn’t enough. I guess short term alpha still exists?

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Sae @SaeingThoughts

2 months ago

Some other random takeaways from AI conference in Las Vegas Pinterest and Lyft engineers talking extensively about scalability of single cloud for real time marketplaces. Seem VERY locked into current cloud providers AstraZeneca Chief Architect talked a surprising amount about…

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Sae @SaeingThoughts

2 months ago

AI4 MongoDB spoke Talked about benefits of RAG (over long context or fine tuning), then the benefits of chunking first (less details lost) Chunking can lose global information, but they have a embedding model which saves most of it. Seems to be robust to various chunking…