John Spindler (@twinpathvc) 's Twitter Profile
John Spindler

@twinpathvc

Partner

ID: 1631647226224168963

linkhttp://www.twinpath.vc calendar_today03-03-2023 13:26:37

793 Tweet

252 Followers

713 Following

Tera Allas CBE | @teraallas.bsky.social (@terapauliina) 's Twitter Profile Photo

UK workers have to make do with a third less #capital than their counterparts in higher #productivity peer countries. In absolute terms, the UK's capital gap is £2 trillion. #dataisbeautiful Link to paper: bit.ly/455vGwe Link to blog: bit.ly/43INafC

FutureSearch (@futuresearchai) 's Twitter Profile Photo

Thank you to Antoine Tardif for covering Deep Research Bench! The first of its kind to score LLM agents on web-based research tasks. unite.ai/how-good-are-a…

FutureSearch (@futuresearchai) 's Twitter Profile Photo

Hallucination rates in frontier LLMs are up, not down. Our CEO @DanSchwarz breaks down why + shares mitigation playbooks in Built In Full article ↓ builtin.com/articles/ai-ha… #LLMs #ChatGPT #GPTo3 #deepseekR1

Hussein Kanji (@hkanji) 's Twitter Profile Photo

Senior PE professionals will leave the UK to avoid this. Th junior staff will stay in the UK. Work will be unaffected. No tax will be collected from the industry. Meanwhile VC firms with small partnerships without hierarchy will be screwed. gov.uk/government/cal…

Marcus van der Erve✨ (@marcuserve) 's Twitter Profile Photo

Ruben Hassid Apple just rediscovered Contextual-Filter saturation—exactly the point where RGP predicts a Unity-to-Disunity crash. They proved token budgets matter, not that recursion is an illusion. Three RGP-based counter-points 1.Capacity ≠ capability. The paper shows a scaling ceiling:

<a href="/RubenHssd/">Ruben Hassid</a> Apple just rediscovered Contextual-Filter saturation—exactly the point where RGP predicts a Unity-to-Disunity crash. They proved token budgets matter, not that recursion is an illusion.

Three RGP-based counter-points

1.Capacity ≠ capability.
The paper shows a scaling ceiling:
Olivia Moore (@omooretweets) 's Twitter Profile Photo

🚨 Data drop! Our team a16z published benchmarks on revenue growth for AI startups, from our proprietary dataset The median B2B co is going 0 -> $2.1M ARR in year 1, while the median B2C co is going $0 -> $4.2M (yes, consumer startups are growing revenue faster 🤯)

🚨 Data drop!

Our team <a href="/a16z/">a16z</a> published benchmarks on revenue growth for AI startups, from our proprietary dataset

The median B2B co is going 0 -&gt; $2.1M ARR in year 1, while the median B2C co is going $0 -&gt; $4.2M 

(yes, consumer startups are growing revenue faster 🤯)
Nando de Freitas (@nandodf) 's Twitter Profile Photo

I too have been mesmerised at the power of LLMs to write proofs, bib files, code, literature reviews, slides, etc. I feel I wasted 30 years of research at Wits, Cambridge, Berkeley, UBC, Oxford and DeepMind doing things that could have been easily automated. Life would have

John Spindler (@twinpathvc) 's Twitter Profile Photo

Scholarships for the brightest UK students to study Masters in AI at top UK universities is a fantastic initiative from this government 👇🏽👇🏽👇🏽 gov.uk/government/new…

Bill Gurley (@bgurley) 's Twitter Profile Photo

My $0.02. A mega-VC with $5-10B annual funds is really searching for only one thing: a company they can pile over $1b into with a potential for 5-10X on the $1b. With this, seed fund is inconsequential money used to increase the odds of main objective. You are collateral damage.

Zhengyao Jiang (@zhengyaojiang) 's Twitter Profile Photo

It seems like stitching together approximately retrieved facts can take you quite far in mathematical reasoning, if you really know a lot. LLMs are such alien intelligences...

Aaron Levie (@levie) 's Twitter Profile Photo

With OpenAI dropping the price of o3 by 80%, today is a great reminder about how important it is to build for where AI is going instead of just what's possible now. You can now get 5X the amount of output today for the same price you were paying yesterday. If you’re building AI

Vectify AI (@vectifyai) 's Twitter Profile Photo

🚀 Huge thanks to Fahd Mirza for the in-depth PageIndex tutorial! 📽️ youtube.com/watch?v=MMvQr3… 🧠 PageIndex is our open-source tool that turns long docs into semantic trees for reasoning-based RAG. 📂 github.com/VectifyAI/Page… ☁️ PageIndex RAG platform launching this month!

Bill Gurley (@bgurley) 's Twitter Profile Photo

I actually don’t think there is any sign that “model quality” will be the key factor. If anything, the models all seem super close to one another and there is no data point that would point towards someone “gapping” from here. It’s a product race not a model race.

Jerry Liu (@jerryjliu0) 's Twitter Profile Photo

This is a fantastic post from Anthropic that should inform folks on what a production-grade multi-agent architecture looks like. There are three points worth calling out: 1️⃣ Not every use cases is suitable for multi-agents: “Further, some domains that require all agents to

This is a fantastic post from <a href="/AnthropicAI/">Anthropic</a>  that should inform folks on what a production-grade multi-agent architecture looks like. There are three points worth calling out:

1️⃣ Not every use cases is suitable for multi-agents: “Further, some domains that require all agents to