Lucas Pulliza @lucas_pulliza
ex-PE/BCG; currently spending my days investing, advising, & building at the intersection of AI and finance...and shouting into the void on here lucaspulliza.com manhattan Joined December 2024-
Tweets189
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Followers455
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Following2K
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PE's hamartia = the unintentional creation of a systemic risk machine from leveraging retail (and CVs) as end-of-pipe liquidity. The Democratization of Private Equity Could Create a “Systemic Risk Machine” | Stanford Graduate School of Business stanford.io/4lwihBL
Why don’t FAA workers have AI copilots yet? Airplanes are in a “smart world,”compared to self-driving cars where we have to teach them to recognize signs, lights, etc since no IoT cities yet. Feel like we’d gain a lot in societal readiness for AI adoption in crucial sectors…
The only thing worse than private equity dumping continuation vehicles on retail investors.
Bullish independent research in a world where AI-augmented knowledge work places a premium on proprietary data / novel insight. Won’t be long before vibe coding > vibe research. But I don’t think we get to “vibe insight” - that’s AI slop for betas.
Bullish independent research in a world where AI-augmented knowledge work places a premium on proprietary data / novel insight. Won’t be long before vibe coding > vibe research. But I don’t think we get to “vibe insight” - that’s AI slop for betas.
Excited for the @theinformation AI Agenda conference in nyc tomorrow, give me a shout if you’ll be there!
Two quick thoughts.. 1) Velocity is a vector: intensity without direction is meaningless. 2) Care is the only way we get away from slop: LLMs are a powerful tool - but if used without care it will ONLY produce more undesirable things in this universe.
CUDA's lock-in feels underestimated. Every useful AI agent I personally use requires NVIDIA chips
The Golden Age of Private Equity is Over
Meta-cognitive prompt engineering is essentially cognitive architecture design through language - using prompts to restructure and enhance how AI systems think, rather than just what they think about. The key insight is that regular prompts operate at the content level ("What is…
Couldn’t agree more. (Good) knowledge workers become much more efficient + wider variety of knowledge intensive goods at reasonable prices across sectors like prof services, healthcare, education, financial services, and creative services.
Couldn’t agree more. (Good) knowledge workers become much more efficient + wider variety of knowledge intensive goods at reasonable prices across sectors like prof services, healthcare, education, financial services, and creative services.
It’s hard for people to get their heads around this one, but A and B are the same color and brightness. You can crop them out and compare if you like. Visual perception is amazing, but it is also very context dependent. (Credit: Akiyoshi)
Banks are going to die. Between MMFs, Private Credit, Stablecoins, and fintech the banking system is being disrupted. Consumers and businesses are becoming too smart to leave their cash earning 0 yield. Institutional investors and insurance balance sheets are amazing funding…
Banks are going to die. Between MMFs, Private Credit, Stablecoins, and fintech the banking system is being disrupted. Consumers and businesses are becoming too smart to leave their cash earning 0 yield. Institutional investors and insurance balance sheets are amazing funding…
JPMorgan's trading desk in client conversations asked what could derail this bullish run Among responses: "an asteroid hitting the earth"
Just received this bizarre gift/device in the mail. Scared to turn it on. Anybody know about this?
I love how he has articulated what he wants clearly. But people still don't seem to understand what this is. It's not RAG, it's not notebooklm, it's not lmstudio. It's not a solved problem at all, contrary to what anyone claims. I have also always wanted to something like this,…
I love how he has articulated what he wants clearly. But people still don't seem to understand what this is. It's not RAG, it's not notebooklm, it's not lmstudio. It's not a solved problem at all, contrary to what anyone claims. I have also always wanted to something like this,…
Ezra Klein on Charlie Kirk: “You can dislike much of what Kirk believed and the following statement is still true: Kirk was practicing politics in exactly the right way. He was showing up to campuses and talking with anyone who would talk to him. He was one of the era’s most…
"That was a hell of a side quest... the government is basically unfixable" "If AI & Robots don't solve our national debt, then we're toast" - @elonmusk at @allinsummit
At @allinsummit and the UC Berkely Chancellor (an economist) claims the "market mechanism" for higher education is "working well as it is" 🙄🙄
The smartest people I know all have this in common: They change their minds often. It’s not a weakness, being wishy-washy, or a sign of flaky beliefs. It’s proof that their ego doesn’t outrank new information. The goal isn't to be right, it's to get it right.
Theo Wayt @theo_wayt
3K Followers 2K Following Reporter @theinformation covering xAI, Tesla, SpaceX and Elon Musk. Email: [email protected] Cell/Signal: 917 300 8909
Fianna @Erguiviev39189
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Yblarhaw @Yblarhaw540
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Catherine @catherine96lewi
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Jessica @hoffjessica8
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Kathy @Kathy1883672912
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LaurenWalpole @688tbjFYQui3Df
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Frabulous Day @frabulousday
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Kevin M Jablonka @kmjablonka
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Helena @Yjejog40869
25 Followers 1K Following Healing is more than just medicine; it’s compassion and care.
Brittany @closebrittany32
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Peter St Onge, Ph.D. ... @_profstongee
175 Followers 1K Following Daily Videos on Economics and Freedom | Former professor, ex-bartender, Austrian economics | weekly Article at https://t.co/e86MMoJfy2
Gretel, Vega. @Fidoo90089
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Framaw @Framaw01062
13 Followers 585 Following A woman with a voice is, by definition, a strong woman.
Anna @StromanTyr24896
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Peter Kazanjy @Kazanjy
24K Followers 5K Following Tweeting Founder Led Sales & SaaS. Author @foundingsales. Founder @atriumhq, @founderledsales, @modernsalespros, @talentbinhiring (acquired). B2B Angel.
Ophelia @Awbemees017947
20 Followers 1K Following With every diagnosis, I bring care, compassion, and treatment.
Sonnenscheinchen @Cc5ZIEisRXcRjp5
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Eaflenau @Eaflenau434570
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Angeline @maxwell_angelin
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Swoupea @Swoupea763157
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Ekin Dogus Cubuk @ekindogus
5K Followers 432 Following Co-Founder of @periodiclabs Past: Lead of materials science and chemistry at @GoogleDeepMind; Google Brain
William Fedus @LiamFedus
28K Followers 1K Following Co-Founder of @periodiclabs Past: VP of Post-Training @OpenAI; Google Brain
Yusan Lin @yusan_lin
8K Followers 397 Following Founder & CEO @mirrormirror_ai | Fashion & AI | Computer Science Ph.D. | Model @MDTagencyinc
Theo Wayt @theo_wayt
3K Followers 2K Following Reporter @theinformation covering xAI, Tesla, SpaceX and Elon Musk. Email: [email protected] Cell/Signal: 917 300 8909
Irwan Bello @IrwanBello
7K Followers 3K Following Supercomputers & Friends AGI research & products founding team @reflection_ai ex @OpenAI, founding team @character_ai
Akash Pasricha @akashpasricha
2K Followers 847 Following Host of TITV, The Information's Daily Tech News Show / reporter @theinformation / reach me: akash at theinformation dot com / made in @toronto 🍁
No Priors @NoPriorsPod
6K Followers 107 Following @saranormous and @eladgil host your podcast guide to the AI revolution. weekly interviews with the most interesting builders (on Apple, Spotify and YouTube)
Conviction @conviction
9K Followers 177 Following a early-stage venture capital firm purpose-built for Software 3.0 🔧, stan account for the revolutionaries
Wise @trikcode
55K Followers 7K Following React, .NET Engineer 👨💻 | Chess | building @ship_together | DM for only partnership
Dilip Kumar @kmr_dilip
31K Followers 283 Following Cheering & investing in founders at @rainmatterin @zerodhaonline. Figuring the world of health. Training for marathons (2:55). 🎙️@tos_pod
Satnam Singh @satnam6502
20K Followers 3K Following Punjabi-Scottish-American computer scientist, cook, cyclist, Lost In Music. ∃🇮🇳 ∧ ∀🇬🇧 ∧ ∃🇪🇺 ∧ ∀🇺🇸 #celiac ex-{Microsoft, Google, Facebook, Xilinx}
John Fadule @fadule_
12K Followers 198 Following Fitness Trainer. Author. DM me ‘LEAN’ for 1:1 coaching! My book “Daydreams & Nostalgia” is available in my bio.
Cat Zakrzewski @Cat_Zakrzewski
18K Followers 3K Following @washingtonpost White House reporter. Previously a tech reporter at The Post, @WSJ & @TechCrunch. Studied @MedillSchool. Reach me on Signal: cqz.17
Cory Weinberg @coryweinberg
10K Followers 2K Following suffer from male pattern boldness. reporting on tech & finance @theinformation. @ColumbiaMBA. Let's talk tech (confidentially). Signal: 561 818 3915
Amir Efrati @amir
39K Followers 987 Following Executive Editor @theinformation. We're hiring. amir @ https://t.co/XVwTW5utuC amir.62 on Signal
Stephanie Palazzolo @steph_palazzolo
15K Followers 4K Following Writing AI Agenda @theinformation, texan, & horror movie aficionado // reach me at [email protected] or on Signal at 979-599-8091
Skylar Romines @skylarromines
23K Followers 507 Following ATW + MCR | author | pretty okay human | Larry David memes are my love language
Niko Ludwig @Collateral_com
70K Followers 657 Following Founder of https://t.co/3N7L9wzTQH - the financial communications firm.
Kled AI @useKled
8K Followers 32 Following The first consumer data marketplace. Sourcing the largest licensable datasets on the planet.
Clark Tang @_clarktang
9K Followers 420 Following investing @ altimeter // be humble, never stop learning // no investment advice all views personal
AP Research @AlphaPicks
17K Followers 1K Following $50k on caffeine and a terminal | Global macro, multi-asset strategy, thematics.
Kevin M Jablonka @kmjablonka
2K Followers 3K Following Trying to teach computers about materials @jablonkagroup @UniJena & @HZBde. You can use https://t.co/HXvlhpq56i to provide feedback.
tphuang @tphuang
26K Followers 362 Following My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack https://t.co/Jmo8iyjHrn
Beff – e/acc @BasedBeffJezos
178K Followers 3K Following founder @ e/acc // building thermo compute @extropic_ai // memetic warlord // Kardashev gradient climber
Dean Murphy @DeanT_Murph
198 Followers 787 Following The difficulty lies not so much in developing new ideas as in escaping from old ones
Atlas Press @realAtlasPress
294K Followers 115 Following A collection of Useful Knowledge that built Western Civilization. A modern Library of Alexandria. Deep dives in the link below 👇
IFP @IFP
20K Followers 40 Following A think tank for accelerating scientific, technological, and industrial progress. Follow our team: https://t.co/CC0MxWfh3X
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Flowers ☾ @flowersslop
11K Followers 215 Following Stars light future dreams ♄ Erised stra ehru oyt ube cafru oyt on wohsi
leo @leojr94_
18K Followers 360 Following vibe coding to fund my fishing addiction🎣 🎯 https://t.co/4yfBL3y0v2
Dustin Tran @dustinvtran
54K Followers 694 Following I work on reasoning & posttraining at xAI. ex-google
Allen Yang @allenjhyang
625 Followers 867 Following Building @LiminaryAI, a cognitive companion for knowledge workers. Ex-VP Product @Bubble, alum of Google, Yipit, HBS. Like to tinker. Have a sweet tooth.
robin @zebird0
20K Followers 2K Following cogito ergo sum @a16z | builder @speedrun | writer of the bird’s nest, https://t.co/jBGTlPbvvo | clicker of heads
Nikunj Kothari @nikunj
25K Followers 835 Following partner @fpvventures - investing in seed/A. previous: investing @khoslaventures. first pm @meter, led growth @opendoor etc. love @shimoleejhaveri + 👦👧
Jigar Shah @JigarShahDC
70K Followers 1K Following husband, dad, serial entrepreneur, podcaster, achieving energy abundance by deploying at scale. It's simple, not easy.
Nando de Freitas @NandoDF
105K Followers 788 Following Writing my own AI story. Recent: NPI, AlphaGo tuning, learn to learn, AlphaCode, Gato, ReST, r-Gemma, Imagen3, Veo, Genie, MAI …
Open Longevity @OpenLongevity
2K Followers 96 Following Anti-aging community. Biology, medicine and social changes.
Carlos E. Perez @IntuitMachine
41K Followers 5K Following Quaternion Process Theory, Artificial (Intuition, Fluency, Empathy), Patterns for (Generative, Reason, Agentic) AI, https://t.co/fhXw0zjxXp
Peter Kazanjy @Kazanjy
24K Followers 5K Following Tweeting Founder Led Sales & SaaS. Author @foundingsales. Founder @atriumhq, @founderledsales, @modernsalespros, @talentbinhiring (acquired). B2B Angel.
Jonathan Gorard @getjonwithit
40K Followers 17 Following Applied mathematician, computational physicist @Princeton Previously @Cambridge_Uni Making the universe computable.Trends for United States
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