🏗️ Love to build (@arithecfo @sandboxvr @zynga) people love 💸 Investor @mercury @owner @elevenlabs @gammaapp @sfcompute @turingcom @recallai @eightsleep ++
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Joined April 2007
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introducing
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tl;dr
1/ runway is now cfo.ai
2/ you can hire @arithecfo and he can start TODAY
3/ you can give @arithecfo a test drive by replying to this thread with any ridiculous thing you want him to model for you, and he'll come back to you with a beautiful, detailed, fully wired financial model
... in 30 minutes or less
now, story time:
🧵 1/n
it’s one thing to be honeypotted
it’s another to have an affair with a subordinate
i don’t see how jensen survives this
NYT says Jensen Huang had a relationship Nvidia's vice president of health care. nytimes.com/2026/11/11/techn…
really excited to partner @tana_inc to put @arithecfo in all your meetings!
Your CFO is now in every meeting.
Say "Hey Ari" on a call and Ari, the AI CFO from @arithecfo, answers right there in the room: runs the numbers, flags what you'd miss.
No more "I'll get back to you."
Now in Tana. Works on Zoom, Google Meet and Teams.
Built with @blader and team.
hey just wanted to remind everybody that my twitter was hacked last year no particular reason
we really need a better term than “software factory”
“factory” suggests a fixed production line producing standardized products.
self improving software infrastructure is about so much more than the production of code. it’s also about discovery, triage, investigation, design and even customer comms.
“self improving software” feels closer.
i’m so glad
1. i invested in jacob
2. i begged him to write about how they work because he blew my mind when he described the broad strokes
the market is rational, in that over the long run it rewards people when they are right and punishes people when they are wrong
the media is irrational, in that you can be as consistently and objectively wrong as an ed or gary and still be rewarded with increasing attention
Some entertaining highlights from wheresyoured.at/wheres-the-m… 20 months ago:
- "Anthropic has projected (made up) that it will make at least $12 billion in revenue in 2027"
- "This company is not worth $60 billion. Anthropic has raised $14.7 billion to create an also-ran Large Language Model company"
- "Anthropic, much like OpenAI, has categorically failed to productize its Large Language Model"
- "Its CEO is also a sleazy conman who, like Sam Altman, continually promises that his company's AI systems will become powerful and autonomous in a way that they have never shown any possibility of becoming."
- "Any investor in Anthropic needs to seriously consider what it is they're investing in. Its products are both unpopular and commoditized, and it lost $5.6 billion last year! Stop dancing around this fact! Stop it!"
- "there’s a lot of demand to put AI in stuff and some demand to buy stuff with AI on it by enterprises buying software, but little evidence to suggest significant user adoption or usage, I’d argue because Large Language Models do not lend themselves to features that provide meaningful business returns."
- "When a company uses the term “agent,” they are intentionally trying to be deceitful, because the term “agent” means “autonomous AI that does stuff without you touching it.” The problem with this definition is that everybody has used it to refer to “a chatbot that can do some things while connected to a database,” which is otherwise known as a chatbot."
- "It isn’t working. The users aren’t there. The revenue isn’t there. The best time to stop this was two years ago, and the next best time is as soon as humanly possible. I have said that generative AI is a group delusion in the past, and I repeat that claim today."
- "we are approaching the limit of what the transformer-based architecture can do, if we haven’t already reached it. No amount of beating off about test-time compute and connecting Large Language Models to other Large Language Models is going to create a new use case for this technology"
- "generative AI is OpenAI. The consumer adoption of this software has completely failed, and appears to be going nowhere fast. ChatGPT is sustained entirely on deranged, specious hype drummed up by a media industry"
... and my favorite ...
- "I will keep writing this stuff until I’m proven wrong."
paradev is my daily driver and the daily driver of most of our team at cfo.ai
cannot recommend this product and team more highly
Superset is now Paradev: The code editor that helps engineers run armies of coding agents.
We just raised an $11.5M Seed round led by @usv with @ycombinator to redefine how software is written.
the correct move would have been to set the budget of the bottom 99% to $0 and give it to the top 1%
New: Accenture has told employees it will only fund $29 per month of Claude use. Meaning that employees who often spend as much as $1,000 a month are now scrambling to find ways to keep access to the tool. A sign of the continuing crack down of AI 404media.co/accenture-tells-…
ran gemini 4 argon on the same internal cfo.ai evals - comparable to opus 5.5 in terms of cost efficiency (assuming introductory pricing), but 2X slower
gpt-6.1-sol still 3x more cost efficient than either (though slower than opus 5.5 in this run)
we found opus 5.5 to be 2X as efficient as gpt-6-sol in our internal cfo.ai evals so i was not expecting 6.1-sol to improve on that much
but to see it 3X the efficiency of opus 5.5 and 2.5X against even sonnet 5.5 is actually 🤯
this is an insane point release
"Within an hour of setting up Ari, I was floored…"
"I'm not usually so impressed by something that I want to jump on a call immediately. I imagine you guys have been hearing similar feedback. It's impressive."
- Jake Petoskey, CEO Lighthouse Partners (a fractional CFO group)
you can just do things like tape out a chip when you're a teenager and rearchitect gpu interconnects with optics and poach senior leaders from nvda
it's been inspiring to see him build quietly for years in the face of skepticism (they're not so skeptical any more)
Excited to announce Volantis's $88M Series A.
We are solving Al's memory bottleneck by using optics, enabling chips with huge amounts of fast & cheap memory.
By boosting both the memory bandwidth and capacity per chip by orders of magnitude, we enable ultra-fast inference (up to 10,000 tps/user) for large models (>10T) - with low $/tok to boot.
Initially, this will enable insanely fast agents - think coding agents that finish in minutes or even seconds instead of hours.
More excitingly, optics is a fundamentally scalable way to increase memory systems. Not 2X/year, but by orders of magnitude across new generations. This will enable a structurally new Al industry, including restarting scaling laws, holding entire repos in context windows & more.
Our team has pioneered many core semiconductor technologies: the 1st CoWoS product, early HBM, the 1st silicon photonics CPO systems, the 1st high volume tunable VCSELs, the 1st processors to directly communicate using light & more.
We’ve already sent data >10× farther than equally tiny electrical wires inside a chip package. Our next iteration is already taped out and targets world-record bandwidth density over relevant distances, read more: volantissemi.ai/news-insight…
