Does some programming and a lot of reading. YCS22. Fixing healthcare https://nitter.cf/t.co/QfNBFGCjSz
Joined July 2008
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LoganFrederick retweeted
Talked to a Stanford prof last night who told me that AI has led to students all acing all the homeworks, never showing up to office hours, and then failing the final exams in-person.
So in response the department is changing the TA's purpose, by eliminating office hours and requiring students meet with TAs 1:1 and walking them through each coding assignment to demonstrate they actually understand what's going on in the code.
LoganFrederick retweeted
I legitimately really respect that she is doing this rather than doing the typical aging-out billionaire move of being the world's worst board member while tweeting like an asshole from her yacht. People forget that homegirl was a startup person before she was famous.
The former Yahoo CEO is introducing a new AI personal assistant based entirely on your photos.
spr.ly/6014BGSD9E
The AI buildout in one chart: Big Tech's profits have become chipmakers' profits.
Approximate free cash flow, from 2022 to today:
- Hyperscalers: $275B → $0
- Semiconductors: $50B → $400B
More charts in State of Markets II: a16z.news/p/state-of-markets…
Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next.
Tech is the everything cycle.
Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the datacenter!) is the product.
Demand: diffusion is so, so early. Median AI vendor spending in the top 1% of companies is 8x that of the top 10%. Only about 30% of S&P 500 companies report a quantified AI impact, which means there’s a substantial opportunity in connecting models to a company's data and workflows. Diffusion into companies is one of the main themes of the next 5 years.
We’re entering the agent work period. Only a few million users today, but applicable to billions of internet users with massive surplus created. META/GOOG monetize US users at $200+ per year today. Agent opportunity is much higher.
Mega-trends the next 5 years: Consumer agents, Robotics, Autonomy, AI x bio, Personal health, Diffusion into enterprise, New era of American Dynamism.
Much more in our SoM report here - a16z.news/p/state-of-markets…
@a16z @sarahdingwang @aleximm @santiago__rdz
LoganFrederick retweeted
Sure, there are some kinds of thinking that don't require writing. People could think before writing was invented. But writing is an extraordinarily valuable tool in the hardest kinds of thinking.
The head of the philosophy department at Williams College downplays the pedagogical value of writing:
“What if we are mistaken in treating writing as the highest cultivation of thought? The evidence that supports this belief is thin at best. Writing can be useful cognitive scaffolding for memory and self-regulated learning, but the notion that it is the best process for developing thinking skills is a fairly recent idea, traceable to the 1970s writing-across-the-curriculum movement.”
LoganFrederick retweeted
"President Trump wants to reindustrialize America. That’s a good goal. But how do you make American manufacturing competitive when every worker comes bundled with the world’s most expensive healthcare costs?"
Jeff Giesea: Healthcare is eating America jeffgiesea.substack.com/p/he…
LoganFrederick retweeted
Be Case Keenum.
> Grow up in West Texas. Two-star recruit. One scholarship offer.
> Take it. Rewrite the NCAA record book at Houston.
> Marry your high school sweetheart, the girl you took out for snow cones before any of this started.
> Go undrafted anyway.
> Spend your rookie season on the practice squad.
> Get cut. Get claimed. Get traded. Start over.
> Get your chance in Minnesota when the starter gets hurt.
> Throw the Minneapolis Miracle.
> Help take the Vikings within one win of the Super Bowl.
> Keep moving after that, too.
> Eight franchises. Different jerseys. Different playbooks. Another chance to prove you belong.
> Through all those moves, keep building a life with the girl.
> The girl from the snow-cone date becomes the mother of your two children.
> Spend years preparing for opportunities that rarely come.
> Go 1,009 days without a start.
> Keep showing up. Keep doing the work. Stay ready.
> Then, at 38, get the call. Chicago needs you.
> Walk onto Monday Night Football.
> Throw two touchdowns. Run for another. Beat the Eagles 27–7.
> Do it with both your kids watching you play in person for the first time.
> Finish the night on SportsCenter with your little girl beside you.
All those years. All those moves. All those Sundays waiting for a chance.
And when this one finally comes, you fucking crush it with your kids looking on.
Imagine what that feels like.
There are a lot of ways to teach your children to keep going.
Letting them watch you do it has to be one of the best.
Absolute legend! 🫡
"It was so much fun. I'm going to remember this night forever. This is incredible."
QB Case Keenum speaks with @notthefakeSVP after getting the start in the Bears' 27-7 win vs. the Eagles 🏈
LoganFrederick retweeted
This episode, Signal 30, probably more than any TV episode I’ve seen, has the tenor and depth of a great mid century short story. Really powerful and haunting poetry found in the mundanity of a man’s life. But also this, scene which is so funny I rewound it first watch
LoganFrederick retweeted
I'm glad everyone's been talking about Mad Men. That show is truly amazing. I'll never forget hearing "Mr. Campbell, who cares?" for the first time. Life lessons to learn from that show.
LoganFrederick retweeted
The best-tested theories in science still leave about 95% of the universe unexplained. Each of these is an open problem with a hard number attached.
LoganFrederick retweeted
JUST IN: Researchers warn older Americans may be particularly vulnerable to addictive algorithms, AI, & short-form content, with people 65+ now spending an estimated 104 minutes a day on social media.
LoganFrederick retweeted
Fascinating.
Chief Economist at Apollo: agents could cause a bank run by sweeping household cash into accounts paying 3-5% instead of the 0.1% national average, causing banks to lose a large share of their cheap deposits.
LoganFrederick retweeted
providers know how unpopular insurers are and are very very willing to use that as leverage to get more money
The Blue Cross/Blue Shield Association says that AI is already driving *up* healthcare costs, as hospitals use the technology to find instances where they can bill more for the same level of care. bcbs.com/about-us/associatio…
LoganFrederick retweeted
“Luck plays a meaningful role in everyone’s lives. You get born to decent parents in a good part of the world, and you’re way ahead of the game. And that doesn’t have much to do with skill or hard work." - Jim Simons.
LoganFrederick retweeted
The mad men season 6 finale is one of the most underrated episodes of all time. That beautiful hershys pitch followed by him finally showing his kids his origins. I will never get over how good this show is
