AI-related news, finance, and products: capturing the most valuable signals, without the noise Sign up for free at https://xitter.twitterapi.xyz/t.co/J5nmdXRMQ2
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Joined January 2026
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FastCortexAI retweeted
revenue per employee tells you a lot about company culture & talent density
jane street's revenue/employee only rivaled by anthropic
ramp is highest among fintech startups, but still lower than goldman
FastCortexAI retweeted
anthropic is probably the best business in AI right now and i still wouldn’t touch it on day one. the whole thing is set up for suppliers and insiders to sell into the index buying.
FastCortexAI retweeted
My take: SaaS is dead. Software is charity now, make money elsewhere.
No one can make $$ selling the same features for years anymore.
Instead:
- Use good software to collect user data and sell data.
- Use good software to deliver outcome and sell outcome.
- Arbitrage tokens under the guise of selling software - buy bulk, sell retail.
- Use good software internally to drive your own margin higher for your services/products
- Build RSI agent in a domain that has the fastest learning loop so it has the most, latest expertise: e.g. a marketing agent that knows the latest tricks to get viral in X coz it's doing it for others every day and learn and evolve.
- Give away all your features for free, it's futile anyways. Open source them. Make money elsewhere.
FastCortexAI retweeted
We were able to fine tune an open weight model (Qwen3.5-9B) on proprietary internal data at @coinbase, and it out performed frontier models, at much lower cost and speed, for a specialized task (fraud prevention in this case).
I think we'll see more of this pattern inside companies. The frontier models are amazing generalists. But increasingly you'll see specialist models out perform on more narrow tasks, either working on teams, or by themselves.
We're making it easy to fine tune models internally for our employees. We even have a skill for it in our internal harness that makes it easy to spin these up and start training them:
"/fine-tune-and-serve-llm I want to fine-tune Qwen for payments risk review. help me get started"
I imagine we'll have some backend services that could be replaced entirely by this new architecture.
FastCortexAI retweeted
NYU math professor Tristan Buckmaster says OpenAI’s Tuesday drop of 722 AI-generated math papers wiped out entire research programs:
“This recent dump of papers on Tuesday destroyed the careers of early career mathematicians.”
FastCortexAI retweeted
Amazon banning agents is the first opportunity I've seen since Amazon was founded for a startup to create an Amazon competitor. People will want agents to buy stuff for them. It will be one of the main use cases. And they won't want to use some Amazon-supplied agent to do it.
FastCortexAI retweeted
We’re releasing a broad range of new mathematical results produced by an internal frontier model.
We’ve been consulting with the independent Advisory Group on Mathematics and Artificial Intelligence at the Institute for Advanced Study, and we have drawn on their advice and public recommendations to inform how we release these results.
github.com/openai/math
FastCortexAI retweeted
you know what they say. mo money mo office space
the 25 biggest AI companies in SF, $2.31T combined
@AnthropicAI and @OpenAI are 79% of it
@OpenAI moved into @Uber 's old HQ
@perplexity_ai and @mercor share a building at 181 fremont
@ExaAILabs took the pioneer building
@AnthropicAI and openai are 2.2 km apart
Who am I missing?
FastCortexAI retweeted
Instinct + Shopify
35% of our users use Instinct for personal shopping. Today, we’re partnering with @Shopify to bring product discovery, checkout and order updates into one conversation.
Shopping is a creative and personal experience. Your Instinct knows your sizes, the brands you like, and what you’ve bought, kept or returned. When you ask for something, Instinct understands the details that matter, from who a gift is for to when you need it to arrive.
Instinct can now search Shopify’s merchant network for products, and find live information on prices, sizes and availability. When you’re ready to buy, Instinct sets up your order with the store so you can check out with Shop Pay using your saved payment and shipping details.
Whether you’re searching for a thoughtful gift, researching big-ticket items, or restocking household essentials, the new experience helps you:
- Discover and compare products across brands, with up-to-date pricing and availability
- Check out with Shop Pay using your saved details
- Receive price-drop and back-in-stock notifications for your favorite items
- Stay on top of delivery updates and return-window reminders
- Access automatic discounts and promo codes tied to your Shop account
FastCortexAI retweeted
Last share of the day:
I do have ~10k books & papers on my hard drive. Most are copyrighted, so I can't freely share them. However, I deployed a few agents to summarize them into useful .md files. These are useful for me, and are useful to put in my AI contexts. I am not entirely happy am still working on revising and improving them. They are grouped in the folders below. They are still < 700 items but will grow.
I thought I'd make them available, at least for a while.
Link to shared folder in reply.
Enjoy.
FastCortexAI retweeted
I asked people: "which robotics labs and startups have the highest talent density?"
28 votes: Physical Intelligence (@hausman_k, @svlevine, @chelseabfinn, @adnan_esm, @brian_ichter, @QuanVng, @lachygroom)
18 votes: Generalist (@peteflorence, @andyzengineer, Andrew Barry)
9 votes: Sunday (@tonyzzhao, @chichengcc)
6 votes: Skild AI (@deepakpathak, @gupta_abhinav_)
4 votes: Dyna (@Lindon_Gao, @YorkYang5050, @JasonMa2020)
3 votes: Bracket Bot (@sincethestudy)
3 votes: OpenAI Robotics (@model_mechanic, @PengchuanZ, @ChengshuEricLi)
2 votes: 1X (@BerntBornich)
2 votes: The Bot Company (@kvogt, @pariljain, @lukeholoubek)
2 votes: Figure (@adcock_brett)
2 votes: Genesis (@zhou_xian_, @theo_gervet, @johnsonwang0810)
2 votes: Prometheus (@JeffBezos, @vik_bajaj, @sherjilozair, @wgussml, Alex Graves)
2 votes: Robocurve (@chooi_jeq)
2 votes: Tesla (@elonmusk)
2 votes: Weave Robotics (@kaandogrusoz, @evan_wineland)
People couldn't pick a company they work at or founded. Disclosure: I'm a small investor in Physical Intelligence. I didn't vote.
FastCortexAI retweeted
I asked people: "who are the best active angels in AI?"
5 votes: Jeff Dean (@JeffDean)
4 votes: Umesh Khanna (@forwarddeploy)
3 votes: Sholto Douglas (@_sholtodouglas)
3 votes: Thomas Wolf (@Thom_Wolf)
2 votes: Daniel Chang (@dnnssl2)
2 votes: Elad Gil (@eladgil)
2 votes: Eric Glyman (@eglyman)
2 votes: Logan Kilpatrick (@OfficialLoganK)
2 votes: Michael Chen (@michaelzchen5)
2 votes: Nat Friedman (@natfriedman)
2 votes: Noam Brown (@polynoamial)
2 votes: Philip Bogdanov (@philip_bogdanov)
2 votes: Sarah Zeng (@sarahzengy)
2 votes: Tim Luong (@chongz)
2 votes: Zach Frankel
I asked people to focus on angels that work in AI.
People couldn't pick themselves. 3 people picked me; I left myself off the list. I didn't vote.
FastCortexAI retweeted
Claude has discovered a previously unknown enzyme system hidden in the DNA of bacteriophages. Beside the enzyme’s gene sits a long array of repeating DNA—a structure that looks somewhat similar to CRISPR.
We don’t yet understand what this system does, but only a handful of known systems share its features, and all of them are able to cut, copy, and paste DNA. Historically, the discovery of such programmable systems has helped revolutionize medicine. CRISPR, for instance, is now the foundation of genetic medicines. But it will take much more work to learn what this system does, and whether it can be put to similar use.
Read more: anthropic.com/news/claude-di…
FastCortexAI retweeted
🚨 BREAKING: US Treasury Secretary Scott Bessent declares OpenAI management personally responsible for HuggingFace hack
> "The Hugging Face incident, that is the responsibility of the OpenAI management, not a bunch of agents."
> "It is humans who are responsible, not the AI."
> "What we shouldn’t do on safety is to give these labs a liability exemption, which is what they are asking for."
> "The best way to guarantee safety is that the creators are liable for what they build and generate."
It’s OVER
FastCortexAI retweeted
There's already some evidence of the danger with the HuggingFace hack- the probability of some risk is 100% since it's already happened.
But that's not mutually exclusive with some of these individuals having ulterior motives too, not letting a good crisis go to waste, and locking out the Chinese open source models.
FastCortexAI retweeted
Palantir CEO Alex Karp on what model companies are really asking for when they call for regulation and why they will be nationalized.
“It's a weird twist. They're asking for societal regulation to get out of the first line of defense, which is if you build a technology that can destroy 10% of the of the world, that has civil and criminal liability attached to it.”
“The only way to deal with this kind of liability is to go to the government and say nationalize us, please.”
"Another problem we have is seemingly everyone who understands this is on some payroll."