
Founder, CEO @Qualiasoftware Founder, Chairman Fractal Software @verticalSaaS
Austin, TX
Joined April 2011
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I went looking for lost cities with Claude and free lidar data.
A few hours and a few hundred dollars later: a mound cluster in Mexico and 9 possible ruins in Arizona with no public record I could find.
Now the archaeologists get to judge.
substack.com/home/post/p-219…
Codex driving Ancestry.com with browser use is absolutely amazing!! I've found entire areas of my family history I had no idea about...insane use case
Nate Baker retweeted
The US has added over 1 million new jobs due to AI since 2023:
310k Blue collar:
85k Electrical contractors
85k Commercial construction
75k HVAC & plumbing
45k Utility-system construction
20k Electrical-equipment manufacturing
700k white collar:
200k Software developers
200k Maths & data science
100n Info-security analysts
80k Engineers
120k Other computer occupations
Compared to 200k losses, mostly in repetitive work like data entry and customer service.
The Economist says AI has added 1 million new jobs in America since mid-2023 (offsetting 200k AI related job losses):
“Roughly 1% of professional jobs are now ‘AI jobs’—on the order of 1m positions in America. In computer occupations and life sciences—including researchers using AI to discover new drugs—the share is 4-5%. LinkedIn’s own analysis points to roughly 640,000 new AI-specific jobs between 2023 and 2025. ‘To date, the evidence suggests that AI has been a net job creator,’ says Kory Kantenga, head of economics for the Americas at LinkedIn.”
“America’s AI infrastructure splurge has created many of them. The spending on the kit needed to make AI run—from chips and servers to data centres, cooling systems and power—is roughly $500bn a year above what it was in 2022, when the world got to know ChatGPT, calculates Goldman Sachs, a bank. Data-centre construction alone is proceeding at an annual rate of more than $75bn, nearly 60% higher than a year ago, according to Census Bureau data. That building spree requires armies of workers: electricians to wire them, HVAC specialists to stop racks from overheating, grid engineers to hook them up to the power supply and technicians to install and maintain the machines.”
“Between 2023 and 2025 employment among paralegals rose by about 11% and among market-research analysts by 6%, compared to a national average of around 2.5% (see chart 3). Despite dire warnings of imminent lay-offs, professional services are projected to keep growing rapidly thanks to demand for AI systems and consulting, according to BLS forecasts.”
Founder of OpenAI suggesting we use “Spy Mode” to sign up for competitive platforms, sit inside their product etc. to copy them.
Nate Baker retweeted
We have information that Moonshot AI distilled Anthropic’s Fable for the development of its K3 model.
To do this they developed a sophisticated internal platform to conduct large scale distillation against U.S. models, allowing them to quickly switch between multiple methods of access to avoid detection. Moonshot AI has also acquired GB300-equipped servers and has accessed GB300s in Thailand, likely to train its AI models.
The United States strongly supports the free and fair development of AI, including a thriving competitive ecosystem that spans frontier models, specialized systems, open-source frameworks, and open-weight models. Legitimate AI distillation used to create smaller, more efficient models plays a vital role in this open innovation ecosystem. However, large-scale, covert industrial distillation aimed at stealing proprietary U.S. technology and undermining American research is unacceptable.
METR again setting the standard in actually useful capability research.
Nate Baker retweeted
Cheaper open source tokens drive incremental compute demand:
Kimi K3 has received far more love than we expected, and our GPUs are feeling it.
Over the past 48 hours, demand has pushed close to the limits of our current capacity. To protect the experience of existing subscribers, we're temporarily pausing new subscriptions and prioritizing compute for current members. Existing subscribed users are not affected.
We're adding capacity as fast as we can and will reopen new subscription spots in batches.
Going forward, we'll also split membership into two more focused plans: Kimi Membership for Kimi Web, App, and Work; and Kimi Code Membership for coding workflows. This will help us match compute more precisely and keep the experience stable.
Thank you for your patience and understanding!
turns out having land records in 3,000 separate (mostly paper) databases across the country is a feature, not a bug!
news.risky.biz/risky-bulleti…
Nate Baker retweeted
Everyone who cares about climate should understand this. Texas, with no pro-climate policies, has blown passed California in clean energy. In large part because Texas has less red tape and makes it easier to build.
Nate Baker retweeted
Yes @jaminball! Systems of Record are Dead. Long Live Systems of Record! 👑💀 Agents will happily automate total chaos if your source of truth is fuzzy. Turns out rock-solid data rules & boring governance just became enterprise AI’s sexiest superpower. 🚀 cloudedjudgement.substack.co…
Skeptics on infra build out are wrong.
Real enterprise businesses are finally converting tokens into $$. That flywheel is closing.
Our token consumption is going up 100x in the next 12 months and yours will too.
More engineers ≠ faster MVP
We analyzed the @verticalSaaS portfolio. Companies that hired 5+ engineers took ~8 months to ship. Lean teams (0-2 engineers) took ~7 months.
The correlation between team size and speed? Nearly zero.
Your CTO becomes a manager instead of your best coder. Every additional engineer adds communication overhead. Diminishing returns hit hard after 2 hires.
The sweet spot: 2-3 senior engineers who ship fast, then scale once customers validate.
Have you seen lean teams outpace larger ones?
Hard to imagine anyone manually updating systems or reading through documents line by line in 24 months.
The work has to move up the stack
Qualia is harnessing the power of #agenticAI and putting it into the hands of title & escrow pros with Qualia Clear. Connor Pellot of Galbreath Costner sees big benefits ahead, as she explains in this video. Learn more about Qualia Clear: tinyurl.com/yc329c46
10 years ago, we built Qualia from our first customer’s basement. I actually lived there for a few months. Recent grads with zero title experience, learning the business by watching paralegals work all hours.
The best products aren't built for customers, they're built with them. That still holds true today.
We’re launching Qualia Clear—our best and most ambitious product ever.
Earlier this year, Claude Code and the other CLI tools clarified the path for systems of record like @qualiasoftware . They showed that in a constrained domain it is possible to build a general purpose tool that brings work up an abstraction layer. The CLI tools are in no way perfect, but the direction of travel is obvious.
In 24 months, it’s hard for me to imagine that title companies or any professional in any field is routinely entering data, modifying documents, or communicating on individual repetitive emails. The work is going to move up an abstraction layer or two. UI is going to have a lot less value. This is the path towards full automation.
David Yuan and others have written extensively about the transition that needs to happen for platforms like Qualia from a system of record, to systems of action. It’s been difficult for everyone to understand the change in user experience that must take place. Shifting the user from being the sole worker navigating entering data and modifying documents to supervising and working with AI that wants to be proactive is difficult. It requires a completely new approach. The models are also only recently getting good enough to work in a domain with non engineer users where accuracy is extremely important. The form factor demonstrated by the CLI tools is correct and will be everywhere soon. I’ve started 150 vertical systems of record now through Fractal @verticalSaaS and am seeing this opportunity take shape in many of those end markets.
Qualia has spent the last decade building by far the best platform for closing real estate transactions. Our ecosystem of products comprehensively covers the state space (what is going on in a transaction across all communication channels, systems, public records, etc.), the action space (what do you want to do), and we and our customers have comprehensive detail on industry practices that allow you to convert from the state space to an action you’d like to take.
Qualia Clear is cutting edge technology. It can be plugged in anywhere inside of Qualia or in your email where work is happening. Because of the constrained focus of our vertical, Qualia Clear wakes up in the morning wanting to close real estate transactions. It’s proactive in places, it’s driven by the user in places, and it’s always driving the decisions and escalations back to our expert users for verification.
This is the beginning of a long journey for Qualia. We’re all in. The next 24 months are going to be the most interesting and transformative period ever in our industry.
Reply in the comments if you want a demo, would like to work on the product, or want to talk vertical SaaS! I’ll reach out.
Tired of repetitive tasks bogging down your title & escrow business? We're thrilled to announce Qualia Clear, a groundbreaking agentic AI system designed for the title & escrow industry. This isn't just an AI tool; it's a fundamental shift to the future. blog.qualia.com/introducing-…
"While safe and accurate deployment can be achieved with a human in the loop, this process only makes economic sense once an AI system is already resilient enough. You don't want to manually correct 20% of the time. In short, the dynamic that matter it is not a timeline of capacities but a timeline of accuracies."
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