Krish retweeted
it's a tale of two completely different worlds
BREAKING: The top 0.1% of Americans now hold more than six times as much wealth as the entire bottom half of the country.
The top 0.1% control about $28 trillion, roughly 15% of all U.S. wealth.
The bottom 50% hold about 2.5%.
Krish retweeted
Towards the New York City Network State?!
Mamdani has still unfortunately declared himself the tribal enemy of many of my colleagues, but one has to be bullish on him as the future of the Democrats after this. He’s a live player who can jettison democratic socialists for venture capitalists in one week — and rise to power on abolishing the police while then very publicly embracing the police.
Like Trump, the man is not really ideological. He can pivot, he’s smart. This is a real problem for the Republicans. Along with Xi overseas, Mamdani’s faction of immigrant strivers represents an IQ bailout for otherwise mathless American wokes.
After all, it doesn’t actually matter how Mamdani’s check to a quantum lab is written. In order to overcome his party’s reflexive anti-tech, pro-state orientation he had to emphasize at least one part of this initiative, which was the statism. Talking up the (arguably real) benefits to the public thus blesses a quasi-venture-capitalist action as democratic socialism, a sort of Dengist maneuver in which communism becomes capitalism through sufficient legalism, lip service, and legerdemain.
It’s similar to how Trump justifies state venture capitalism through nationalist rhetoric. MAGA has an understandable skepticism of the centralized state, but anything that invokes nationalism (or national security) can mollify that skepticism.
And yeah, one can talk about price discovery, and who knows if this $30M investment was market or whatever. The point is that the most important Democrat in America is taking an action which is NOT anti-tech, and is indeed pro-tech. If this continues, only the most retrograde, reactionary Democrats will remain anti-tech.
I mean, look…if one must pipe some NYC budget into quantum mechanics at NYU instead of syringe-distribution at NGOs in order to keep blues in the style to which they are accustomed, so be it.
Basically, what Mamdani is doing here is very similar to Trump’s sovereign stake in Intel, or any sovereign fund’s for that matter.
At a structural level, we’re seeing the network (meaning tech, meaning the Internet) fuse with the legacy state. Yes, Trump’s Intel stake represents a right-coded variant, while Mamdani’s stake in quantum computing is left-coded, but the outcome is the same: the network state.
Blue cat, red cat, doesn’t matter if it advances tech.
When the public invests in new tech, the public should benefit.
That’s why our investment in a Quantum Fabrication Lab at NYU includes a first-of-its-kind agreement to give the city seats on the board and a share of the revenue from the lab — all while making our city the quantum capital of the world.
We’re creating a new national model for economic development that gives working people a say and a stake.
Krish retweeted
When Amazon brought me to Seattle to help build AWS, almost everyone at the org was an immigrant. The ratio was probably ~20:1. This “visa abuse” was what was necessary to create the biggest American companies in the history of commerce. The Seattle metro area became one of the wealthiest regions in the world because of this, but let’s shut the whole system down that made this possible.
BREAKING: The Trump administration is suspending Microsoft, Adobe, and several major IT outsourcing firms from a key employment-based green card program, accusing them of abusing the visa system at the expense of American workers.
Vice President JD Vance singled out Microsoft, saying the tech giant laid off 6,000 American workers while benefiting from 6,300 H-1B visas and nearly 3,000 green cards.
"You cannot lay off American workers and then replace them with foreign indentured servants."
The Labor Department says it will stop accepting new applications and processing pending applications from the targeted companies as federal investigations continue.
See which other major tech firms are being targeted: foxbusiness.com/politics/van…
Krish retweeted
I miss the days when future billionaires would try to sell me stuff on twitter
@_slinehan by the way—what does flexport do for its tasks like transcription? Would love to see if there's tasks @scaleAPI could help with
Krish retweeted
Higgsfield is the most untold story in tech.
$1BN in ARR in 18 months. Faster than everyone other than OpenAI and Anthropic.
They spend $4M a month on models. They expect this to be $100K per person per month.
They have 150 people working in a content machine.
They will breed more millionaires than any other company in Kazakh history.
For the first time, @alexmashrabov on the journey to $1BN in ARR. (below)
1. The Power of the Immigrant Founder
Coming from Uzbekistan, Alex was pushed into competitive programming at age eight as his single path to reach the United States. For international founders, placing top in global competitions serves as the ultimate social elevator, instilling the relentless work ethic required to build breakout companies.
2. My Biggest Lessons in the Journey to Finding Product-Market Fit
@higgsfield burned over $10 million of its $16 million seed round chasing hype and narrative rather than product quality. With under $5 million left, the team pivoted to product-led growth, solving camera control for creative directors, which immediately triggered organic hypergrowth without paid ads.
3. The 150-Person Content Team Powering Higgsfield's Billion in ARR
Nearly half of Higgsfield's workforce consists of 150 in-house creative professionals producing tutorials, ads, and cinematic projects. Generating 90 minutes of TV-quality AI video requires 100 hours of raw output, proving human taste and curation remain the primary drivers of distribution.
4. We Spend $4 Million per Month on Models
Higgsfield spends $4 million monthly on internal model usage, averaging $10,000 per employee so teams can freely vibe code and test workflows. Uncapped inference compute acts as a force multiplier, allowing top talent to discover breakthroughs at maximum velocity.
5. Why Chasing Benchmarks Is Bullshit and the Corporate Misalignment Occurring
Public benchmarks have devolved into corporate psyops where lab researchers overfit test data to secure bonuses before job-hopping. Text-to-video benchmarks ignore real production workflows requiring 3,000-word prompts, proving direct customer iteration beats artificial leaderboards.
6. Why Team Sizes Won't Be Impacted as Much as People Think
While AI handles over 60% of basic support requests, complex B2B environments cannot eliminate human teams. High product velocity constantly shifts rules and context, requiring smart, coordinated operators across legal and customer success.
7. Americans Are Way More Promiscuous When It Comes to Leaving Companies
Silicon Valley workers routinely jump jobs every two years, prioritizing short-term trends over deep commitment. This transactional market gives international hubs an advantage, where cultural loyalty and team stability build compounding technical moats.
(links in comments)
Krish retweeted
Just spoke to one of the big data labeling businesses.
Few interesting insights:
- They predict the majority of their revenue will come from Fortune 1000 enterprises, not labs in a few years
- They believe every company will want to own their intelligence, but owning intelligence does not necessarily mean using open source models
- A company’s evals will become their main proprietary IP given the improvement in agent performance after properly setting up & running internal eval environments
- Most enterprises haven’t graduated from coding agents and it’s largely due to not having the proper eval infrastructure to make non-Eng agents performant
Krish retweeted
The AI build-out is on track to become the biggest economic bet in U.S. history, dwarfing the investments made to fund other huge U.S. infrastructure projects such as the railroads, the highway system and the plumbing for the internet. on.wsj.com/4y8oiM3
Krish retweeted
Muse is the first AI product where genuinely none of its users care about what model is powering it.
Krish retweeted
I love Muse and all, but I am unbelievably excited to see what @sama & co. have been cookin' up this week in response.
Astra is insane and a muse-like experience running on Astra will be extra insane
Krish retweeted
If you aggregate all of this, Muse becomes the Plaid of data. Having computer use constantly be expensive and slow with 2fa and screen scraping is going to get your ux murdered. And IT departments banning the agents like Resy. Companies will also push their customers to use you as a connector.
Also @mayurzzz you're too nice. You're supposed to attack me and get into a Twitter flamewar so we both get eyeballs 😛
Krish retweeted
Everyone is obsessed with Jev now, but I'm old enough to remember when people couldn't shut up about Instinct, all the way back to mid last week. Simpler times.
