Deedy

@deedydas • 248,352 subscribers

Partner at @MenloVentures. ex-founding Glean, Google Search. Cornell CS. Investor: Anthropic, OpenRouter, Modal, WisprFlow, Inception, Goodfire, PrimeIntellect

Shorts

Billionaire Michael Milken joked “if a US company replaces the US-born CEO with a CEO born in India, I buy the stock” But he reveals he hasn’t backtested the idea. So we did. In the last 15yrs, that would’ve 50x’d your money: 7.5x more $$ and >2x IRR vs S&P500: 30% vs 14%!

Billionaire Michael Milken joked “if a US company replaces the US-born CEO with a CEO born in India, I buy the stock” But he reveals he hasn’t backtested the idea. So we did. In the last 15yrs, that would’ve 50x’d your money: 7.5x more $$ and >2x IRR vs S&P500: 30% vs 14%!

3,621,699 görüntüleme

Wow, Gemini 3.1 Pro just crushed one of my test problems no other model could solve. "Write a photorealistic 3D ocean simulation" 3D graphics is extremely hard. It has to encode 9-10 techniques based in physics. Being off by just 1 number can lead to bonkers results

Wow, Gemini 3.1 Pro just crushed one of my test problems no other model could solve. "Write a photorealistic 3D ocean simulation" 3D graphics is extremely hard. It has to encode 9-10 techniques based in physics. Being off by just 1 number can lead to bonkers results

5,044,240 görüntüleme

You can buy the humanoid Unitree G1 for $16,000. 4'4" tall, 35kg, 2hr battery life. This is not Boston Dynamics. This is a real thing you can buy.

You can buy the humanoid Unitree G1 for $16,000. 4'4" tall, 35kg, 2hr battery life. This is not Boston Dynamics. This is a real thing you can buy.

5,405,872 görüntüleme

Insane experience with people with zero civic sense when traveling in Vietnam > be me > on Ha Long Bay cruise in Vietnam > only one public lounge on the whole boat > 10 families quietly enjoying the scenery > six aunties in their 50s roll up > full “Bollywood wife” energy > spend first hour doing makeup and taking 400 selfies > talking at 90 decibels about their “acting careers” > “we know Anil Kapoor personally” > mfw they never actually acted in anything > think it can’t get worse > it gets worse > they start SINGING full volume bollywood songs > in the quiet lounge > everyone else sits in stunned silence > families exchanging glances like “is this real” > crew tries to shut them down > aunties completely immune > main character syndrome too powerful

Insane experience with people with zero civic sense when traveling in Vietnam > be me > on Ha Long Bay cruise in Vietnam > only one public lounge on the whole boat > 10 families quietly enjoying the scenery > six aunties in their 50s roll up > full “Bollywood wife” energy > spend first hour doing makeup and taking 400 selfies > talking at 90 decibels about their “acting careers” > “we know Anil Kapoor personally” > mfw they never actually acted in anything > think it can’t get worse > it gets worse > they start SINGING full volume bollywood songs > in the quiet lounge > everyone else sits in stunned silence > families exchanging glances like “is this real” > crew tries to shut them down > aunties completely immune > main character syndrome too powerful

1,061,792 görüntüleme

As cool as the new Sora is, gymnastics is still very much the Turing test for AI video. 1/4

As cool as the new Sora is, gymnastics is still very much the Turing test for AI video. 1/4

1,789,667 görüntüleme

We JUST solved a hard open math problem— the moving sofa problem! "What is the area of the largest shape that can be manuevered through an L corner of width 1?" On Dec 2, 2024, Korean Jineon Baek proved the answer is the 18 curve section Gerver's sofa with area 2.2195..!

We JUST solved a hard open math problem— the moving sofa problem! "What is the area of the largest shape that can be manuevered through an L corner of width 1?" On Dec 2, 2024, Korean Jineon Baek proved the answer is the 18 curve section Gerver's sofa with area 2.2195..!

1,443,213 görüntüleme

Grok just dropped Companions, animated AI characters that talk to you in realtime! There are 2 so far: — Ani, a sexual anime girl who wants to cuddle and — Bad Rudy, a mischievous fox that just wants to cuss you out. Judge for yourself, here’s a video:

Grok just dropped Companions, animated AI characters that talk to you in realtime! There are 2 so far: — Ani, a sexual anime girl who wants to cuddle and — Bad Rudy, a mischievous fox that just wants to cuss you out. Judge for yourself, here’s a video:

816,428 görüntüleme

Two 23 year old Indians just dropped the #2 open-weight AI voice model in the world, trained purely on free credits! Maya1 is #20 globally, better than even Google's best. 3B params, runs on one GPU and does 20+ emotions with < 100ms latency You can just do things.

Two 23 year old Indians just dropped the #2 open-weight AI voice model in the world, trained purely on free credits! Maya1 is #20 globally, better than even Google's best. 3B params, runs on one GPU and does 20+ emotions with < 100ms latency You can just do things.

519,378 görüntüleme

This new Gmail smart scheduling feature is a straight +4% to global GDP

This new Gmail smart scheduling feature is a straight +4% to global GDP

459,199 görüntüleme

Today, two of us who have built billion dollar companies are launching the ULTIMATE guide for founders on how to start a lean, AI-native startup in 2025. This covers every single tool Founders should use when building their startup from the ground up, from legal, finance, payroll, sales, tech and more. My coauthor Henry has built Super and I have built Glean into both $100M+ businesses and we've invested in 100+ startups between us in the last few years, and this is a constant question we get. And it's completely FREE. The article drops midnight tonight. Bookmark this post. Link below:

Today, two of us who have built billion dollar companies are launching the ULTIMATE guide for founders on how to start a lean, AI-native startup in 2025. This covers every single tool Founders should use when building their startup from the ground up, from legal, finance, payroll, sales, tech and more. My coauthor Henry has built Super and I have built Glean into both $100M+ businesses and we've invested in 100+ startups between us in the last few years, and this is a constant question we get. And it's completely FREE. The article drops midnight tonight. Bookmark this post. Link below:

323,554 görüntüleme

Llama 4 seems to actually be a poor model for coding. Scout (109B) and Maverick (402B) underperform 4o, Gemini Flash, Grok 3, DeepSeek V3 and Sonnet 3.5/7 on the Kscores benchmark which tests on coding tasks like this. ELO-maxxing on LMarena doesn’t create the best models.

Llama 4 seems to actually be a poor model for coding. Scout (109B) and Maverick (402B) underperform 4o, Gemini Flash, Grok 3, DeepSeek V3 and Sonnet 3.5/7 on the Kscores benchmark which tests on coding tasks like this. ELO-maxxing on LMarena doesn’t create the best models.

252,791 görüntüleme

It's so over. AI can now control your iPhone and chat with all your dating app matches!

It's so over. AI can now control your iPhone and chat with all your dating app matches!

216,666 görüntüleme

Bytedance just dropped realtime voice translation 3x faster than before, with only a ~3s lag! Seed LiveInterp 2 is a full duplex speech-to-speech model with >70% correctness. When this makes it to video calls, it'll open up previously impossible connections.

Bytedance just dropped realtime voice translation 3x faster than before, with only a ~3s lag! Seed LiveInterp 2 is a full duplex speech-to-speech model with >70% correctness. When this makes it to video calls, it'll open up previously impossible connections.

127,144 görüntüleme

Here’s Bad Rudy:

Here’s Bad Rudy:

131,048 görüntüleme

Sonnet 3.7 generated this entire "AI agent startup" website from scratch. It's superpower is its 64k *output* token length, which makes the resulting Artifacts way richer. This is better than most actual startup websites.

Sonnet 3.7 generated this entire "AI agent startup" website from scratch. It's superpower is its 64k output token length, which makes the resulting Artifacts way richer. This is better than most actual startup websites.

169,029 görüntüleme

Cute little sign in page concept which watches you type and closes its eyes when you're typing the password. Entirely on Claude Sonnet 3.7.

Cute little sign in page concept which watches you type and closes its eyes when you're typing the password. Entirely on Claude Sonnet 3.7.

151,534 görüntüleme

There's a new foundational AI model that specifically uses computers fast. It's called Ace. Most similar things retrofit heavy vision and reasoning models which are slower than a human. Watch it book an Airbnb in 15s!

There's a new foundational AI model that specifically uses computers fast. It's called Ace. Most similar things retrofit heavy vision and reasoning models which are slower than a human. Watch it book an Airbnb in 15s!

117,371 görüntüleme

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I asked the new GPT 5.6 Sol Ultra vs Fable XHigh to "create an app to compare the fastest growing stocks in diff time periods" Here are the results. I then asked both to create a comparison video. Sol couldn't do it, so here's what Fable made. Check out how they compare!

I asked the new GPT 5.6 Sol Ultra vs Fable XHigh to "create an app to compare the fastest growing stocks in diff time periods" Here are the results. I then asked both to create a comparison video. Sol couldn't do it, so here's what Fable made. Check out how they compare!

84,421 görüntüleme • 9 gün önce

Gymnastics is the Turing test of video generation models

Gymnastics is the Turing test of video generation models

6,716,842 görüntüleme • 2 yıl önce

Claude 5 Fable (Ultracode) "Make a playable alpine glacial valley at sunrise" No meshes or models. Everything you see is math. Fable screenshotted its own work and iterated. Took ~30 mins, ~500k tokens, ~2500 lines of code, and ~$25. Extremely impressive.

Claude 5 Fable (Ultracode) "Make a playable alpine glacial valley at sunrise" No meshes or models. Everything you see is math. Fable screenshotted its own work and iterated. Took ~30 mins, ~500k tokens, ~2500 lines of code, and ~$25. Extremely impressive.

259,747 görüntüleme • 1 ay önce

Claude Code is one of the worst named products. It's not just for code. Watch this Hermès ad. 30 seconds. 8 shots. Voice. Music. Even text branding burned in with ffmpeg. Clopus 4.5 wrote a script, orchestrated ElevenLabs, Google Veo 3, downloaded music and made this from scratch.

Claude Code is one of the worst named products. It's not just for code. Watch this Hermès ad. 30 seconds. 8 shots. Voice. Music. Even text branding burned in with ffmpeg. Clopus 4.5 wrote a script, orchestrated ElevenLabs, Google Veo 3, downloaded music and made this from scratch.

1,241,881 görüntüleme • 6 ay önce

Neuralink's latest demo actually brought me to tears. You can use your brain to play Mario Kart, Call of Duty and even control a robotic arm to write. As someone with an uncle who is disabled, it's awesome to see a team truly unlocking human potential.

Neuralink's latest demo actually brought me to tears. You can use your brain to play Mario Kart, Call of Duty and even control a robotic arm to write. As someone with an uncle who is disabled, it's awesome to see a team truly unlocking human potential.

2,052,057 görüntüleme • 1 yıl önce

Karpathy's Autoresearch pushed my vibecoded Rust chess engine AI from "expert" to a top 50 grandmaster, a #311 chess engine. It ran over 70 experiments on its own and tried to hill climb to the top ELO score it could, landing at 2718!

Karpathy's Autoresearch pushed my vibecoded Rust chess engine AI from "expert" to a top 50 grandmaster, a #311 chess engine. It ran over 70 experiments on its own and tried to hill climb to the top ELO score it could, landing at 2718!

379,016 görüntüleme • 4 ay önce

As cool as the new Sora is, gymnastics is still very much the Turing test for AI video. 1/4

As cool as the new Sora is, gymnastics is still very much the Turing test for AI video. 1/4

1,789,667 görüntüleme • 1 yıl önce

Manus, the new AI product that everyone's talking about, is worth the hype. This is the AI agent we were promised. Deep Research+Operator+Computer Use+Lovable+memory. Asked it to "Do a professional analysis of Tesla stock " and it did ~2wks of professional-level work in ~1hr!

Manus, the new AI product that everyone's talking about, is worth the hype. This is the AI agent we were promised. Deep Research+Operator+Computer Use+Lovable+memory. Asked it to "Do a professional analysis of Tesla stock " and it did ~2wks of professional-level work in ~1hr!

1,519,698 görüntüleme • 1 yıl önce

defense tech is so freaking cool

defense tech is so freaking cool

280,250 görüntüleme • 3 ay önce

Bytedance is dropping the best video gen model in the world in early July: Seedance 2.5! The video below (audio on) is the launch video from their Volcano Engine conference this week. It cements China’s absolute dominance in video. — 2x’d generation length of all previous models to 30s, with audio + 4k video — >5x’d reference images / audio / video to 50 — Allows localized editing (specific characters, closing, detail), will come with copyright filter Seedance 2 is already the #1 video model and does a whopping $2B in ARR, in a mere 4.5mos! At the current pricing of $2.5/15s, that implies >3.3M hours of video (!) have been generated. That’s 3x every feature film ever made and dozens of Netflixes. Only 3 US AI startups make more revenue. We are 2x’ing realistic video gen length every 6mos. — May 2025: Veo 3 does audio + video for the first time, 15s — Jan 2026: Kling 3 does 15s — Feb 2026: Seedance 2 does 15s, big quality bump — July 2026: 2.5 will do 30s In 18mos, entire music videos will be oneshotted by AI. China continues to extend its lead on video models vs America.

Bytedance is dropping the best video gen model in the world in early July: Seedance 2.5! The video below (audio on) is the launch video from their Volcano Engine conference this week. It cements China’s absolute dominance in video. — 2x’d generation length of all previous models to 30s, with audio + 4k video — >5x’d reference images / audio / video to 50 — Allows localized editing (specific characters, closing, detail), will come with copyright filter Seedance 2 is already the #1 video model and does a whopping $2B in ARR, in a mere 4.5mos! At the current pricing of $2.5/15s, that implies >3.3M hours of video (!) have been generated. That’s 3x every feature film ever made and dozens of Netflixes. Only 3 US AI startups make more revenue. We are 2x’ing realistic video gen length every 6mos. — May 2025: Veo 3 does audio + video for the first time, 15s — Jan 2026: Kling 3 does 15s — Feb 2026: Seedance 2 does 15s, big quality bump — July 2026: 2.5 will do 30s In 18mos, entire music videos will be oneshotted by AI. China continues to extend its lead on video models vs America.

69,653 görüntüleme • 22 gün önce

Blows my mind that we currently possess the technology for Google Maps to turn all the street view images of the entire world into a video game you can play! In the future, we'll be able to say "yeah let's check out New York City 100 years ago!"

Blows my mind that we currently possess the technology for Google Maps to turn all the street view images of the entire world into a video game you can play! In the future, we'll be able to say "yeah let's check out New York City 100 years ago!"

275,802 görüntüleme • 3 ay önce

Elon opens up about H-1Bs on Nikhil's pod: "Some of the outsourcing companies have gamed the system on the H-1B front, and we should stop the gaming of the system.. but I'm NOT of the school of thought that we should shut down the H-1B program.. that would actually be very bad"

Elon opens up about H-1Bs on Nikhil's pod: "Some of the outsourcing companies have gamed the system on the H-1B front, and we should stop the gaming of the system.. but I'm NOT of the school of thought that we should shut down the H-1B program.. that would actually be very bad"

534,378 görüntüleme • 7 ay önce

Lalit Modi, the fugitive founder of the Indian Premier League (IPL), openly admits to.. Hiring a guy to get him a 1550/1600 in the SAT in 1983, faking all his school grades from class 2 to 12 to be 90%+ and eventually went to Duke for his undergrad.

Lalit Modi, the fugitive founder of the Indian Premier League (IPL), openly admits to.. Hiring a guy to get him a 1550/1600 in the SAT in 1983, faking all his school grades from class 2 to 12 to be 90%+ and eventually went to Duke for his undergrad.

1,257,474 görüntüleme • 1 yıl önce

Google silently launched a way to describe a speaker's voice "style" in plain English. I've never seen anything like it. It seamlessly does different accents, dialects, tone, and languages. Check out Chinese vs Jamaican and Tamil/English vs Punjabi/English in this clip below!

Google silently launched a way to describe a speaker's voice "style" in plain English. I've never seen anything like it. It seamlessly does different accents, dialects, tone, and languages. Check out Chinese vs Jamaican and Tamil/English vs Punjabi/English in this clip below!

888,979 görüntüleme • 1 yıl önce

Hanumankind's latest music video is #4 on global Youtube music. He is Sooraj Cherukat, an Indian from Houston who moved to India, worked at Goldman and launched his rap career in his late 20s. Netravalkar juggles his Oracle job with cricket. This is the modern Indian way.

Hanumankind's latest music video is #4 on global Youtube music. He is Sooraj Cherukat, an Indian from Houston who moved to India, worked at Goldman and launched his rap career in his late 20s. Netravalkar juggles his Oracle job with cricket. This is the modern Indian way.

1,355,921 görüntüleme • 1 yıl önce

Wow, Sonnet 3.7 w/ Thinking just solved a problem no other model could solve yet. "Can you write the most intricate cloth simulation in p5js" Grok 3 and o1 pro had no usable results. This is truly the best "vibe coding" model.

Wow, Sonnet 3.7 w/ Thinking just solved a problem no other model could solve yet. "Can you write the most intricate cloth simulation in p5js" Grok 3 and o1 pro had no usable results. This is truly the best "vibe coding" model.

876,800 görüntüleme • 1 yıl önce

We just solved text-to-speech AI. This model can simulate perfect emotion, screaming and show genuine alarm. — clearly beats 11 labs and Sesame — it’s only 1.6B params — streams realtime on 1 GPU — made by a 1.5 person team in Korea!! It's called Dia by Nari Labs.

We just solved text-to-speech AI. This model can simulate perfect emotion, screaming and show genuine alarm. — clearly beats 11 labs and Sesame — it’s only 1.6B params — streams realtime on 1 GPU — made by a 1.5 person team in Korea!! It's called Dia by Nari Labs.

710,352 görüntüleme • 1 yıl önce

i generated this entire 45s movie clip (audio + video) with claude code + seedance 2 api there's still telltale AI smell, but we should be at full length movies indistinguishable from real ones by the end of the year (veo 5)

i generated this entire 45s movie clip (audio + video) with claude code + seedance 2 api there's still telltale AI smell, but we should be at full length movies indistinguishable from real ones by the end of the year (veo 5)

135,370 görüntüleme • 3 ay önce

It's insane to me that despite all the tech progress, you can't find a single half-decent place on the internet to read epics of history like the Mahabharata and Ramayana. Until now. All 10,000 pages. In readable modern English. Free. Read it on grand old books.:

It's insane to me that despite all the tech progress, you can't find a single half-decent place on the internet to read epics of history like the Mahabharata and Ramayana. Until now. All 10,000 pages. In readable modern English. Free. Read it on grand old books.:

178,459 görüntüleme • 4 ay önce

Using light as a neural network, as this viral video depicts, is actually closer than you think. In 5-10yrs, we could have matrix multiplications in constant time O(1) with 95% less energy. This is the next era of Moore's Law. Let's talk about Silicon Photonics... 1/9

Using light as a neural network, as this viral video depicts, is actually closer than you think. In 5-10yrs, we could have matrix multiplications in constant time O(1) with 95% less energy. This is the next era of Moore's Law. Let's talk about Silicon Photonics... 1/9

725,181 görüntüleme • 1 yıl önce