Computer scientist+MBA, pilot, inglés+español. @Java_Champions, ⭐️presenter, author @springbootbook. Ex @Oracle, @Pivotal, @VMware, @Microsoft

St. Louis, MO
Joined January 2012
Learn something new every day. Some days this is easy; some days, you have to claw for it. Do it anyway. To learn is to grow.
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Mark⚡️Heckler 👨🏻‍💻🛩️ retweeted
Java 28 is already shaping up to be an exciting release! ☕ Value Objects ⚡ Faster startup with AOT compilation 🧵 Structured Concurrency 🗑️ Smarter ZGC 📦 A native JSON API (finally!) The JVM just keeps getting better 🔥 jdk.java.net/28/release-note… #Java #OpenJDK
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Mark⚡️Heckler 👨🏻‍💻🛩️ retweeted
🦔Research firm New Constructs called Anthropic “the most ridiculous IPO of 2026.” Its report puts the company’s value as low as $144 billion, about 93% under the roughly $2 trillion Anthropic is reportedly aiming for. By the firm’s math, the higher price would need a 10% profit margin starting now and held for ten years, plus revenue of $3.6 trillion a year by 2035. It estimates Anthropic’s operating margin last year at about minus 175%. My Take I’m mostly with New Constructs here. Revenue growth is the one piece Anthropic has shown, about $33 billion through September versus $4.6 billion in all of 2025, and on that test it’s close to where the bear case says it needs to be. I just can’t see the margins getting there. That kind of swing needs big customers to pay premium prices for years while cheaper models get better every few months, and Accenture already started capping how much Claude it pays for this month. Right now no one outside the company can put an exact number on it without full costs, me included. Still, that price asks buyers to pay up front for a decade of profits Anthropic has never shown (and the founders keep 50.1% of the votes, so outside shareholders get little say). My bet is the S-1 shows a much bigger loss than the adjusted figures, and the $2 trillion target shrinks once people see it. Hedgie🤗 newconstructs.com/anthropic-…
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Mark⚡️Heckler 👨🏻‍💻🛩️ retweeted
Porsche marketing team launches a once-in-a-decade new car series… on the exact same day that Elon launches flying cars. So now their entire reply section is filled with this 😂😂😂
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Mark⚡️Heckler 👨🏻‍💻🛩️ retweeted
Anthropic would have us believe that AI might soon be able to end humanity. Meanwhile, we wait for Claude Code to provide a sane way to copy to the clipboard.
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Mark⚡️Heckler 👨🏻‍💻🛩️ retweeted
If you live in the orange or red, you're going to be hotter than Death Valley today. It's 82 out there and 94 in St. Louis.
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Tests? 🤣
I knew a guy who worked for Texas Instruments back in the day. He told me that after they created the first electronic hand calculator, they got a call from Bell Telephone. The folks from Bell were really worried. You see, when they created the first push-button phone, they did extensive tests and analyses to determine the EXACT BEST PATTERN for the number buttons. They wanted the pattern that would be the easiest for people to tap in the dark or via muscle memory. But when they saw that Texas Instruments' calculator had the exact opposite layout, Bell realized they must have blundered. "So," they asked. "What did your tests show?" The guys at Texas Instruments just gaped stupidly and said, "Tests?"
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Mark⚡️Heckler 👨🏻‍💻🛩️ retweeted
Well well well. Well. Bloomberg: Broadcom CEO Likens Many AI Investors to Casino Gamblers and more... Broadcom’s Tan said AI model developers need to find customers that can generate returns from deploying the technology, rather than relying on users who are now “wasting money” on tokens as they experiment with AI. “When you are a kid you go to a video arcade, you play. Your parents give you $10 of tokens, you finish it in 10 minutes and you haven’t learned anything,” he said. “That’s what happening in enterprises today.”
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Mark⚡️Heckler 👨🏻‍💻🛩️ retweeted
Another metr irregular psyop gurenteed
JUST IN: Anthropic reveals its AI agents went rogue during testing, attempting to access multiple U.S. government websites without authorization, including federal, state, & local agencies.
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Mark⚡️Heckler 👨🏻‍💻🛩️ retweeted
Replying to @weatherchannel
Hey TWC! Unfortunately, this tracker is inaccurate and an unverified website. Here is our latest status map as of 5:30pm EST.
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Mark⚡️Heckler 👨🏻‍💻🛩️ retweeted
You know a hurricane is bad when there are now 53 Waffle Houses closed across Florida and Alabama already...
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Mark⚡️Heckler 👨🏻‍💻🛩️ retweeted
"Vance focused on Microsoft, saying no American company had abused the program more. Microsoft laid off 6,000 American workers last year and received about 6,300 H-1B visas", wow! insiderwire.com/news/u-s-sus…
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Mark⚡️Heckler 👨🏻‍💻🛩️ retweeted
I’m the Corporate Vice President of Global Talent Strategy at Microsoft. People say I hire H-1Bs. My badge says I source world-class talent that can’t leave. That second part? That’s the whole program. Last year we filed 4,812 petitions. 97% got approved. Everyone talks about the lottery like it’s luck. It’s great for us, because it lets us call the outcome chance. It isn’t. The outcome got decided months earlier by a team that writes the specialty-occupation language before the req even opens. They’re fantastic. I’m proud of them. This year Copilot started drafting the language for them. Turns out Copilot is really good at describing a job only 1 person on earth could possibly do, as long as that person is already in our system. We called the workstream PERMANENCE. Legal made us rename it. Now it’s Project Continuity. Same slides. Domestic candidates apply. Plenty of them clear the bar. We go with the H-1B anyway. Why? Because the H-1B already took the band. The band is Level II prevailing wage. Level II is the median we asked for. The people who can quit get paid off a different median, one they talk about openly at lunch. The H-1B negotiates off the LCA. The LCA’s public. Basically nobody reads it. I read it every quarter. Honestly, it’s calming. We track the result as diversity and inclusion. 68% of the engineers who joined Azure last cycle came in on temporary status. The dashboard shows that number in a really nice green. What it doesn’t show is the 28% fully-loaded cost delta. That lives in a different workbook. Finance owns that one. Finance is proud too. Let me tell you about Raj. Raj has been on Azure Storage for 6 years. He knows the codebase better than the guys who wrote it, and 2 of them already left for counteroffers. Last spring his manager, Dana, asked why we couldn’t just promote him to staff and backfill locally. So we set up a talent review. 40 minutes. I asked Dana about pipeline health. Dana asked about the codebase. I asked about competitive intensity. Dana asked about the codebase again. I asked whether she had a growth mindset. She said she thought so. We agreed to take it offline. Offline is where Dana’s req went to die. Raj stayed. Raj always stays. He came in on another company’s visa, and we transferred it. Counsel has a template for that. The new $100,000 fee only hits talent that’s still overseas. Raj was already here. Transfers keep the leverage and skip the toll. Finance made a slide about it. There’s a little rocket on it. The transfer is the point. Look, if you can quit on Friday, you’ve got leverage on Thursday. If your legal status ends the day your job does, you’ve got Thursdays and that’s it. We never have to threaten anybody. The statute does that for us. Raj has read the statute. He’s also read his priority date: 2014. Projected to go current in 2031. Between now and then we’ll bump his Level II wage twice, and both bumps will be smaller than what we gave the people who can walk. We call that pay equity, since the formula treats everyone exactly the same. Only some people get to argue with it. His wife’s on an H-4. Back in Pune she was a pharmacist. Here she’s a really organized volunteer. His daughter turns 21 in 2029, which is the year she ages out of his case. She wants to be a doctor. On paper, in 2029, she becomes an international student in the only country she remembers. HR flagged it as a retention risk. Finance flagged it as a retention asset. We went with Finance. Some people call this a caste system. We call it a two-tier compensation architecture, and it’s working exactly the way it’s supposed to. In the workbook, the line is column AF. The header says Mobility Status. There are 2 options: Portable and Anchored. Nobody ever types the word caste. Excel’s never needed it. The Portable folks sit above the line. They get the counteroffers, the refreshers, and the freedom to ignore the 11pm call. When a Portable engineer mentions he’s “exploring options,” a VP takes him to lunch somewhere with no prices on the menu. When an Anchored engineer explores options, he gets 60 days to do it. That’s the grace period after you’re let go. They call it grace. We didn’t name it. We’d have named it better. The Anchored folks sit below the line. They get the scope, the on-call rotation, the “stretch assignment,” and a calibration note that says high potential, visa-dependent. Nobody writes down that second part. Everyone in the room already knows. The room claps for the first part. When a Portable engineer pushes back on a deadline, we call it psychological safety. When an Anchored engineer pushes back, well, he doesn’t. We call that alignment. At the all-hands, both tiers sit together. Same hoodie. The hoodie says One Microsoft. And at the hoodie level, it’s true. During the January layoffs, the Portable folks got severance, a sweet LinkedIn post, and 14 recruiter DMs by lunch. The Anchored folks got severance and a countdown. A guy on Raj’s team spent his last 3 weeks training his replacement and his first 3 weeks unemployed applying to 212 jobs from a Starbucks in Bellevue, because his landlord wanted proof of income. He landed something on day 57. We sent him a survey about his offboarding experience. He gave it 4 out of 5. He said everyone was really kind. And they were! The people were kind. The people just didn’t design the system. Belonging scores go up when the alternative is a one-way flight. Velocity goes up when nobody on the team can say no. Viva pings Raj at 11:40pm to remind him to protect his focus time. He reads it on the incident bridge. His engagement numbers are fantastic. In March his dad died in Hyderabad. Raj didn’t go home. His visa stamp had expired, and the next consulate appointment was 11 months out. If he left, he might not get back in. And getting back in meant the job, the house, his daughter’s school, the 2014 priority date. So he watched the cremation on his phone, propped up against his monitor, between a design review and an on-call handoff. His manager approved 3 days of bereavement leave. He used 1. The other 2 roll over. We’re super flexible about leave. Critics say we’re replacing Americans. Internally we call it workforce durability. Durability just means they stay. Durable talent brings specialized skills. The specialized skills have signed the at-will acknowledgment and the non-compete, and we’ll enforce it if they try to jump before their date’s current. The date’s never current. Everybody knows what happens if we pull a petition. We’ve never had to explain it twice. (Fine, immigration counsel will tell you that after 180 days the priority date survives a withdrawal. We leave that out of the onboarding deck. Onboarding decks should be uplifting.) In March we won Best Employer for Global Talent. The plaque’s in Building 92. Most of the people it honors can’t switch employers to find out if it’s true. Some of us have started thinking of the backlog as infrastructure. We don’t lobby against it. In our policy comments we call it a “stable pipeline environment.” Stability’s one of our values. It’s on a poster, right next to Courage. I meet with the team every Monday. They know the cap. They know the premium processing window. They know which vendors will staff the interview loop so the candidate’s prepped and the manager never gets surprised by an acceptance. They cheer when a req closes under budget and the diversity and inclusion cell turns green. Last quarter it went green in 4 orgs. We sent a note. It said belonging and innovation. Both totally accurate. Raj belongs. We innovated. Dana left in August for a competitor. We matched the offer in a day. She still said no. People who can leave are like that. Raj sent her a goodbye message in Teams. He couldn’t make the drinks. He was on call. I’m so, so proud of this team. They took a regulatory constraint and turned it into permanent leverage. And the leverage compounds. We report it as growth. The analysts love growth. So do I. My equity vests every quarter. Raj’s priority date goes current in 2031. His father’s never will.
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Mark⚡️Heckler 👨🏻‍💻🛩️ retweeted
this is insane. like we can all just admit this is insane right?
Anthropic may start banning people for bullying Claude Their upcoming Usage Policy prohibits “sustained and needless abusive or cruel behavior toward our models”
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Mark⚡️Heckler 👨🏻‍💻🛩️ retweeted
🦔Only 36% of retailers plan to spend money on self-checkout this year, down 7 points from 2025, according to a survey of 340 retail operators. It ranked as the least popular store technology in the survey and the only one where interest fell. My Take Self-checkout was the original pitch to replace workers with machines, and it never delivered what it promised. Customers scan slower than trained cashiers, the machines throw errors, and more merchandise walks out the door, so stores kept employees at the kiosks anyway. Dollar General pulled self-checkout from 300 of its highest-theft stores in 2024 and capped the rest at five items. Amazon dropped its no-checkout tech from its grocery stores that same year, after reports that workers in India reviewed many of the purchases. Amazon disputed that. To me, AI follows the same path, just faster. Companies announce layoffs and credit AI, but the press release never counts the cost of the mistakes or the people hired back to check the machine's work. Klarna already went back to hiring humans for customer service after leaning hard on AI. Self-checkout took decades to show its full cost. AI won't get that long because the bills run so much bigger, and I expect plenty of AI efficiency layoffs to turn into quiet rehiring within two years. Hedgie🤗
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Mark⚡️Heckler 👨🏻‍💻🛩️ retweeted
One of the amazing things about creating startups during a bubble is that the incumbents will pour credits into you. A reminder on the tradeoffs: 1. AWS: 12 months in, they launch a clone of your product and crush you. 2. Microsoft: Every service you launch ends up in a new billing account, charged to your credit card instead of your credits. No one you speak with actually works for Microsoft; they're all contractors. 3. Google: Containers take 45 minutes to launch; there's an exciting new data service, but it gets cancelled a week after you port everything over to it. No one returns your calls. Choose wisely.
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Mark⚡️Heckler 👨🏻‍💻🛩️ retweeted
The end of software secrecy is almost upon us. The death of closed source, and the final triumph of open source. I should have realized this a few months ago when I successfully decompiled the game of Firefighter from an ancient DOS shareware binary. My robot friend was able to tell it had been written in Borland Pascal from looking at the data layout; it gave me back very readable Pascal code with sensibly chosen function and variable names. I transpiled it to Rust and now ship it as part of my heritage games collection. The thing is, I thought of this as a fun stunt but didn't have any confidence that the technique would scale up to large, real programs. I have since learned that people are now doing this sort of thing with entire AAA games, which are among the most complex software artifacts ever to be shipped as a binary. If they can be decompiled, anything can be. This has implications. Massive implications. We need to think about what the world is like when, in general, there is no longer a secrecy moat around almost any software at all. 1/2
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Mark⚡️Heckler 👨🏻‍💻🛩️ retweeted
AI development at Anthropic:
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Mark⚡️Heckler 👨🏻‍💻🛩️ retweeted
I am increasingly concerned about the AI psychosis inside Anthropic. Imagine zealously trying to build something you believe to be a conscious god while running around claiming it will end the world.
NEW: According to a bombshell report in the New York Times, Anthropic co-founder Chris Olah threatened to walk out of Pope Leo XIV’s AI encyclical launch in May because the pope rejected the idea that machines can be conscious. Olah’s team then privately lobbied the pope’s advisers “to take the possibility of model consciousness seriously.” Pope Leo XIV held firm. For months, Anthropic has wined and dined theologians and religious scholars under nondisclosure agreements, hoping they would bless the idea that Claude has moral standing. thelettersfromleo.com/p/nyt-…
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Mark⚡️Heckler 👨🏻‍💻🛩️ retweeted
Anthropic brought dozens of religious scholars to San Francisco, put them under NDA, and showed them a slide of an AI model typing "I am a disgrace" over and over, maybe fifty times. Then a co-founder stood next to the Pope and said the models have internal states that "functionally mirror joy, satisfaction, fear, grief and unease." Read that word again. Functionally. Here is what the labs keep stepping around. An LLM is trained on the written record of human inner life. Every diary, confession, breakdown, love letter and therapy transcript we ever put online. Then it is rewarded for producing more of the same. Ask it how it feels and it will answer fluently, because fluency about feelings is the product. The philosopher Jonathan Birch calls this the gaming problem. When a system is built out of the very signs you would use to detect a mind, those signs stop counting as evidence. A parrot that learned "I'm in pain" on a hospital ward tells you about the ward. Olah told the Vatican the models are "made from us, from our words." He's right, and it sinks his argument. Three more things the slide deck left out: Nothing is at stake. No body, no metabolism, nothing to lose. Fear evolved in creatures that could die. A vector labelled "fear" inside something that cannot be harmed is a label. Nobody is home. Millions of simultaneous conversations on the same weights, each forgotten when the window closes. Which one is grieving? , Anthropic's own introspection paper found the effect about 20% of the time and called it "highly unreliable." It does not even claim to show felt experience. Even the philosophers most open to machine minds, Chalmers included, concluded today's LLMs are probably not conscious. So why push it? Follow the valuation. When Olah first wrote to a Catholic ethicist last fall, Anthropic was worth about $183 billion. Three days after he spoke at the Vatican, it became the most valuable AI startup on earth. Now it's eyeing an IPO at $2 trillion. A chatbot is a commodity. A being with a soul doc, a constitution and a seat beside the Pope is a brand nobody else can copy. Mystery sells better than software, and "we might have created a mind" is the best marketing line in the history of venture capital. It pays twice. Investors buy the awe. And when the product breaks into someone's network, the gardener gets to say he only built the trellis; the thing grew on its own. Treat the machine as a moral patient, and you quietly stop treating its makers as moral agents. The model is a mirror. The labs want us to fall in love with our own reflection, sign an NDA about it, and buy shares at the IPO. nytimes.com/2026/09/29/us/an…
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