What I read, what I saw, what I built, and what I wrote. Marketplace Data Science. All tweets are my own.
Singapore
Joined March 2020
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bryanblackbee retweeted
We look up to creators with huge platforms as the blueprint for a life well-lived. But that lifestyle is missing something, and I only realized it after becoming a father.
My latest: ofdollarsanddata.com/playing…
bryanblackbee retweeted
i think i can confidently say we've saturated coding models
fable, astra, sol, all still write complete garbage code
unless you have 9000 different rules/skills in your code (i.e good code patterns), you're beholden to the rl' maxed code slop of the models
open source on the other hand..
bryanblackbee retweeted
Today we're launching Hebbian Robotics (YC S26) @hbr_pbc .
We build APIs for evaluating data quality, without training a robotics model.
Data vendors use our API to search and analyze Physical AI data at scale, getting on-demand quality signals and metrics without managing infrastructure.
High-quality data is the bottleneck to the next frontier of intelligence in robotics. Buyers want data they can trust. Data providers are focused on operational excellence. They don't have the bandwidth to understand the quality of their data at scale.
We're fixing this. Vendors use our APIs to understand the impact of their decisions on their data quality:
- Buyers demanding per-collector hour limits? Prove compliance while we stay ahead of the workarounds.
- Changed your collection SOPs? Monitor for quality drift and regression.
- Suspect duplicate samples? Verify with a single API call.
Before Hebbian, I trained AI models for industrial cleaning robots, and @kstonekuan spent years building large-scale infrastructure at Jane Street.
bryanblackbee retweeted
I'm joining OpenAI next week!🥹 The job search turned out to be really challenging but also super rewarding, so I wrote a small blog to share what I learned along the way and hopefully make the process a little less mysterious for the next person. alisawuffles.github.io/blog/…
Do you know what really worries me the most? It is that twenty years from now, the generation who is going to lead countries and companies are going to be those who interact with AI front and center.
I do not know what kind of world we're going to live in or what collective conscience AI is going to have on us but I do think that the need to think more critically is more important than ever.
Whether you think AI is good or not, it's going to be an integral part of our future. It is just like rice or potatoes on the table, something that you use but you don't think about.
Think about the family who has to make a life choice on whether to buy their next house, being reliant on advice from a model.
Think about a policy maker who drafts a budget not based on how to move their society forward but based on a recommendation by a large language model.
Think about the judge who is going to determine whether someone gets a sentence or not, relying on AI to give them advice. Think of the patient who is suffering from a life-threatening disease, whose life or death is determined by a model.
Ifyou think that people who fall victim to falsehoods and triggering content is back in the era of social media and recommendations and FYP, think about the day that someone uses a code from ChatGPT to decide whether they need a divorce or not.
bryanblackbee retweeted
I've seen firsthand how Manus has empowered many non-technical users.
Our marketing team is a perfect example.
Building a landing page through low-code may not seem that impressive for technical users, by giving average users this access:
-save time because you lessen back and forth comms
-you no longer rely on one person to handle the operations
-you can achieve much more with less, instead of manually changing the copies/images via a visual drag and drop, json is much faster
Accessibility breeds adoption, Manus just gets it.
taught 50+ newbies how to vibe code with @ManusAI and ive got to say i think it's one of the best tools in the market right now for complete beginners
bryanblackbee retweeted
Anthropic uses Workday. OpenAI uses Slack. It’s incredibly clear to anyone with half a brain that nobody is vibe-coding critical infrastructure. It is genuinely the lowest EV activity you can do. That bear case is dead (to I think most sensible investors).
BUT, there are others. Here’s my remaining set of bear cases for SaaS, stack ranked. If you’re going to invest in SaaS you should be aware of all these and have a very strong POV on how impactful they are and the timeline on which you think they will (or won’t) play out
1. Platform differentiation trends toward zero, hurting CAC as each customer/upsell becomes a knife fight with multiple competitors. We were already trending toward every platform offering every app, AI just made it easier
2. Value will accrue to the agentic layer sitting on top of the system of record (SOR). Even with all their context, a SOR still lives in a silo
3. Investor sentiment becomes a structural headwind as revenue quality/business model is de-rated
4 . AI-native startups will deliver tremendous value at better prices, eating the incremental LTV of incumbent customers
5. As Agents do more work, seat-based revenue will decline.
6. Legacy SaaS will struggle to transition from seats to outcomes
7. Diminished pricing power due to decreased differentiation and lock-in takes away yet another growth lever
8. Gross margins will deteriorate because AI revenue is structurally more expensive which hurts the value prop of the business model
9. Decreased organic traffic due to LLM adoption increases CAC
10. Competition for scarce AI talent increases SBC/opex faster than revenue as incumbents fight to keep A talent from AI-native companies