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Robinhood CEO Vlad Tenev believes mathematical superintelligence could eliminate software bugs altogether. "Math skills and coding actually go hand in hand... In the same way that MSI can be used to make sure that your math is correct, when you have a computer program or a piece of software,... show more

TBPN

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64,506 次观看 • 1 个月前 •via X (Twitter)

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Cognition founder Scott Wu says most software never gets built because the economics don't work: "The math only really works out to create software if it's going to be used at least a million times or something. Maybe it's 10,000 times or whatever." "You need that software to be used enough times or to create enough value for that to be worth it." "There are so many things out there which only need to be used a few times or even only need to be used once." "I'm going to go look through these 15 LinkedIn profiles. Or fill out these forms. Or do this data analysis and put this Excel sheet together—all of these things are things that could be done with software." "It obviously doesn't make sense to hire a whole team of people to go make you that piece of software which you're going to use one time and never again—versus just having the human go and do that themselves."

Cognition founder Scott Wu says most software never gets built because the economics don't work: "The math only really works out to create software if it's going to be used at least a million times or something. Maybe it's 10,000 times or whatever." "You need that software to be used enough times or to create enough value for that to be worth it." "There are so many things out there which only need to be used a few times or even only need to be used once." "I'm going to go look through these 15 LinkedIn profiles. Or fill out these forms. Or do this data analysis and put this Excel sheet together—all of these things are things that could be done with software." "It obviously doesn't make sense to hire a whole team of people to go make you that piece of software which you're going to use one time and never again—versus just having the human go and do that themselves."

David Senra

37,919 次观看 • 2 个月前

"In the future, you won't need any software at all. The neural network will completely replace it." - stephen balaban, co-founder of Lambda "Here's the idea: instead of generating a program, just go to ChatGPT and say, 'Hi, please behave like a calculator or a spreadsheet.'" "'Generate an ASCII user interface for me. And I want you to essentially just respond, implement the logic of that program in your mind.'" "This is what I call neural software. Normal software is really brittle. 'Neural software' can't have bugs, only misunderstandings." "Large language models will be the software you interact with." From Stephen's appearance on the show in May.

"In the future, you won't need any software at all. The neural network will completely replace it." - stephen balaban, co-founder of Lambda "Here's the idea: instead of generating a program, just go to ChatGPT and say, 'Hi, please behave like a calculator or a spreadsheet.'" "'Generate an ASCII user interface for me. And I want you to essentially just respond, implement the logic of that program in your mind.'" "This is what I call neural software. Normal software is really brittle. 'Neural software' can't have bugs, only misunderstandings." "Large language models will be the software you interact with." From Stephen's appearance on the show in May.

TBPN

28,665 次观看 • 10 个月前

"The one thing that's going to be truly future proof is judgment. What is the biggest challenge when you have a thousand AI engineers writing code? AI slop. In an era when you can do everything, the question is which of these things matter. On the engineer side, it is evaluating the code. Which of this code is even valuable? You can have AI engineers writing beautiful code that could be wrong, that could have bugs in it, that could be vulnerable. Someone needs to review it. Make sure to have a human review at some point, especially critical code that is in the core of your system. On the product side is judgment around what needs to be built and evaluating. And similarly in design, you have to have judgment around, does it make sense in the broader design system. I think this judgment is the number one thing that humans are going to bring in an era of infinite productivity."

"The one thing that's going to be truly future proof is judgment. What is the biggest challenge when you have a thousand AI engineers writing code? AI slop. In an era when you can do everything, the question is which of these things matter. On the engineer side, it is evaluating the code. Which of this code is even valuable? You can have AI engineers writing beautiful code that could be wrong, that could have bugs in it, that could be vulnerable. Someone needs to review it. Make sure to have a human review at some point, especially critical code that is in the core of your system. On the product side is judgment around what needs to be built and evaluating. And similarly in design, you have to have judgment around, does it make sense in the broader design system. I think this judgment is the number one thing that humans are going to bring in an era of infinite productivity."

Patrick OShaughnessy

24,818 次观看 • 7 个月前

Databricks’ Arsalan Tavakoli says anyone claiming you can just vibe code any software you need isn’t actually in the business of using software in production. “Build is easy - maintaining and sustaining it is hard.” “If I can, I’d much rather buy than build.” “For things like my CRM - that is not something that, if I can help it, I’m looking to build internally. I’m happy to use something externally, given that I imagine my needs are similar to many other ones, and there should be things that could meet those needs pretty quickly.”

Databricks’ Arsalan Tavakoli says anyone claiming you can just vibe code any software you need isn’t actually in the business of using software in production. “Build is easy - maintaining and sustaining it is hard.” “If I can, I’d much rather buy than build.” “For things like my CRM - that is not something that, if I can help it, I’m looking to build internally. I’m happy to use something externally, given that I imagine my needs are similar to many other ones, and there should be things that could meet those needs pretty quickly.”

TBPN

59,761 次观看 • 7 个月前

Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three buckets... big iron horizontal systems, so SAP and Workday and your CRM... vertical software... and then in the middle, this fuzzy improvised space of Excel and email and the shared file system." "Now you add ChatGPT to that. Do you do that in an LLM? Is there an LLM tool that means you can do that in Salesforce where you couldn't do it before, or you can do it in your vertical app that you couldn't do before?" "All of which is a long way of saying, what does this do to software? And it must be more software. Way more software." Benedict Evans with Erik Torenberg

Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three buckets... big iron horizontal systems, so SAP and Workday and your CRM... vertical software... and then in the middle, this fuzzy improvised space of Excel and email and the shared file system." "Now you add ChatGPT to that. Do you do that in an LLM? Is there an LLM tool that means you can do that in Salesforce where you couldn't do it before, or you can do it in your vertical app that you couldn't do before?" "All of which is a long way of saying, what does this do to software? And it must be more software. Way more software." Benedict Evans with Erik Torenberg

a16z

36,975 次观看 • 3 个月前

Marc Andreessen: Software isn't precious anymore. In this new world, high quality software is infinitely available. "We've always lived in a world in which software is this precious thing that you have to think about very carefully." "It was really hard to generate good software, and there was only a small number of people who could do it." "Those days are just over." "If you need new software to do X, Y, or Z, you're just going to wave your hand and get it." "Things that used to be hard, or even seem like an insurmountable mountain to get through, all of a sudden, I think, become very easy." Marc Andreessen 🇺🇸 with Latent.Space

Marc Andreessen: Software isn't precious anymore. In this new world, high quality software is infinitely available. "We've always lived in a world in which software is this precious thing that you have to think about very carefully." "It was really hard to generate good software, and there was only a small number of people who could do it." "Those days are just over." "If you need new software to do X, Y, or Z, you're just going to wave your hand and get it." "Things that used to be hard, or even seem like an insurmountable mountain to get through, all of a sudden, I think, become very easy." Marc Andreessen 🇺🇸 with Latent.Space

a16z

834,406 次观看 • 5 个月前

Box CEO Aaron Levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."

Box CEO Aaron Levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."

TBPN

384,058 次观看 • 7 个月前

Box CEO Aaron Levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."

Box CEO Aaron Levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."

TBPN

34,529 次观看 • 7 个月前

Anthropic CEO Dario Amodei : "Software is going to become cheap, maybe essentially free. The premise that you need to amortize a piece of software you build across millions of users, that may start to be false. But at the same time, there are whole jobs, whole careers that we've built for decades that may not be present. And, you know, I think we can deal with it. I think we can adjust to it. But I don't, I don't think there's an awareness at all of what, of what is coming here and the magnitude of it." --- From "The Wall Street Journal" YT channel (link in comment)

Anthropic CEO Dario Amodei : "Software is going to become cheap, maybe essentially free. The premise that you need to amortize a piece of software you build across millions of users, that may start to be false. But at the same time, there are whole jobs, whole careers that we've built for decades that may not be present. And, you know, I think we can deal with it. I think we can adjust to it. But I don't, I don't think there's an awareness at all of what, of what is coming here and the magnitude of it." --- From "The Wall Street Journal" YT channel (link in comment)

Rohan Paul

798,746 次观看 • 4 个月前

Anish Acharya: We're going to see a "YouTube moment for software": "If you think about YouTube 20 years ago—we had lots of video and lots of television, and it was high production quality, and it wasn't clear that we needed more and 20 years later, YouTube's a $550 billion enterprise that would be one of the biggest companies in the world if it was independent." "I think the same thing is going to happen for software. People want to make software, and for the first time they can—and they can distribute it and they can consume it." "Sometimes it's going to be important software. Sometimes it's going to be totally trivial. It's going to be software for a bachelor party weekend, software for a joke, software for a prompt. We have this sort of seriousness about software that we had about video and television 20 years ago." "Now it's like—I just took a video on my phone. It's going to be like—I just made an app on my phone. Same energy." Anish Acharya on BILLIONS with Guillaume Moubeche

Anish Acharya: We're going to see a "YouTube moment for software": "If you think about YouTube 20 years ago—we had lots of video and lots of television, and it was high production quality, and it wasn't clear that we needed more and 20 years later, YouTube's a $550 billion enterprise that would be one of the biggest companies in the world if it was independent." "I think the same thing is going to happen for software. People want to make software, and for the first time they can—and they can distribute it and they can consume it." "Sometimes it's going to be important software. Sometimes it's going to be totally trivial. It's going to be software for a bachelor party weekend, software for a joke, software for a prompt. We have this sort of seriousness about software that we had about video and television 20 years ago." "Now it's like—I just took a video on my phone. It's going to be like—I just made an app on my phone. Same energy." Anish Acharya on BILLIONS with Guillaume Moubeche

a16z

102,995 次观看 • 6 个月前

Elon Musk: I'm used to being in a maximally truth-seeking environment, and that's definitely not politics. “If you're trying to build a rocket or cars, or you're trying to have software that compiles and runs reliably, then you have to be maximally truth-seeking or your software or your hardware won't work. You can't fool math. Math and physics are rigorous judges. So I'm used to being in a maximally truth-seeking environment, and that's definitely not politics.” Source: Interview at Y Combinator, June 16, 2025

Elon Musk: I'm used to being in a maximally truth-seeking environment, and that's definitely not politics. “If you're trying to build a rocket or cars, or you're trying to have software that compiles and runs reliably, then you have to be maximally truth-seeking or your software or your hardware won't work. You can't fool math. Math and physics are rigorous judges. So I'm used to being in a maximally truth-seeking environment, and that's definitely not politics.” Source: Interview at Y Combinator, June 16, 2025

ELON CLIPS

98,359 次观看 • 1 年前

Terence Tao summarized how AI is massively accelerating math career and math research. "In math, you previously had to basically go through years and years of education to be a math PhD before you could contribute to the frontier of math research. But now it's quite possible at the high school level or whatever, that you could get involved in a math project and actually make a real contribution because of all these AI tools and lean and everything else." From Dwarkesh Patel podcast (link to full video in comment)

Terence Tao summarized how AI is massively accelerating math career and math research. "In math, you previously had to basically go through years and years of education to be a math PhD before you could contribute to the frontier of math research. But now it's quite possible at the high school level or whatever, that you could get involved in a math project and actually make a real contribution because of all these AI tools and lean and everything else." From Dwarkesh Patel podcast (link to full video in comment)

Rohan Paul

61,874 次观看 • 3 个月前

Axiom Math founder Carina Hong on why math is the path to general superintelligence: “Math is the sandbox for reality. You very quickly see verifiable rewards because in math, there’s an absolute right or wrong.” “And especially when you have Lean, you can check the proof or solution step by step. You’ll be able to apply reinforcement learning in a much more efficient way.” “We have currently scaled from winning a Putnam perfect score to solving a batch of research problems that professional mathematicians find really challenging. And we also see this transfer to code verification.”

Axiom Math founder Carina Hong on why math is the path to general superintelligence: “Math is the sandbox for reality. You very quickly see verifiable rewards because in math, there’s an absolute right or wrong.” “And especially when you have Lean, you can check the proof or solution step by step. You’ll be able to apply reinforcement learning in a much more efficient way.” “We have currently scaled from winning a Putnam perfect score to solving a batch of research problems that professional mathematicians find really challenging. And we also see this transfer to code verification.”

TBPN

39,589 次观看 • 6 个月前

🚨 ELON MUSK: "AI will outperform humans at most jobs." “I do think it’s going to be a bumpy road, because AI will be able to do any job better than any person can do that job. That will be true very quickly for jobs that are digital, or really anything that involves a person at a computer or on a phone. AI will be able to do all of that very soon. For software engineering, we already have a situation where AI is better than at least 90% of humans at writing software, including 90% of professional software engineers. It really is getting to the point where it will be better than 99%, and then it will get to the point where there’s just no way to compete. It will get to what I call Stockfish level. Stockfish is a chess program that is so good at chess that it will easily beat Magnus Carlsen, or anyone, even while running on a small computer. I suspect you could probably run Stockfish on your phone and beat Magnus Carlsen. That’s how good it is at chess, and that’s how good AI will be at writing software. And that applies to everything.”

🚨 ELON MUSK: "AI will outperform humans at most jobs." “I do think it’s going to be a bumpy road, because AI will be able to do any job better than any person can do that job. That will be true very quickly for jobs that are digital, or really anything that involves a person at a computer or on a phone. AI will be able to do all of that very soon. For software engineering, we already have a situation where AI is better than at least 90% of humans at writing software, including 90% of professional software engineers. It really is getting to the point where it will be better than 99%, and then it will get to the point where there’s just no way to compete. It will get to what I call Stockfish level. Stockfish is a chess program that is so good at chess that it will easily beat Magnus Carlsen, or anyone, even while running on a small computer. I suspect you could probably run Stockfish on your phone and beat Magnus Carlsen. That’s how good it is at chess, and that’s how good AI will be at writing software. And that applies to everything.”

DogeDesigner

61,112 次观看 • 2 个月前

Elon Musk: I'm glad to be back in technology. “The signal-to-noise ratio in politics is terrible. If you're trying to build a rocket or cars, or you're trying to have software that compiles and runs reliably, then you have to be maximally truth-seeking or your software or your hardware won't work. You can't fool math. Math and physics are rigorous judges. So, I'm used to being in a maximally truth-seeking environment, and that's definitely not politics. So anyway, I'm good, glad to be back in technology.” Interview at Y Combinator, June 16, 2025

Elon Musk: I'm glad to be back in technology. “The signal-to-noise ratio in politics is terrible. If you're trying to build a rocket or cars, or you're trying to have software that compiles and runs reliably, then you have to be maximally truth-seeking or your software or your hardware won't work. You can't fool math. Math and physics are rigorous judges. So, I'm used to being in a maximally truth-seeking environment, and that's definitely not politics. So anyway, I'm good, glad to be back in technology.” Interview at Y Combinator, June 16, 2025

ELON CLIPS

66,169 次观看 • 1 年前

What do you think about this?? Why hasn’t Candace Owens used the same software that she used to make up her mind and convince herself and many of her fans that Emmanuel Macron’s wife is a man. So, is this software as reliable as you touted?? If it is NOT as reliable then did you just make that episode to make money for no reason regardless of who it affected? If it IS reliable, would you stop questioning if Tyler was the one that got up on that roof and not a look-a-like? Just asking questions! Go ahead and try it for yourself with those two images. 😊 Receipts to follow.

What do you think about this?? Why hasn’t Candace Owens used the same software that she used to make up her mind and convince herself and many of her fans that Emmanuel Macron’s wife is a man. So, is this software as reliable as you touted?? If it is NOT as reliable then did you just make that episode to make money for no reason regardless of who it affected? If it IS reliable, would you stop questioning if Tyler was the one that got up on that roof and not a look-a-like? Just asking questions! Go ahead and try it for yourself with those two images. 😊 Receipts to follow.

The “Good” Woman

83,382 次观看 • 2 个月前

Is Traditional Software Engineering Dead? “Does this mean that traditional software engineering is dead? Absolutely not. Software engineers—even the ones who are not necessarily tuning or training AI models—these are now among the most leveraged people on earth. Sure, the guys who are training and tuning models are even more leveraged because they’re building the tool set that software engineers are using. But software engineers still have two massive advantages on you. First, they think in code, so they actually know what’s going on underneath. And all abstractions are leaky. So when you have a computer programming for you—when you have Claude Code or equivalent programming for you—it’s going to make mistakes. It’s going to have bugs. It’s going to have suboptimal architecture. So it’s not going to be quite right. And someone who understands what’s going on underneath will be able to plug the leaks as they occur. So if you want to build a well-architected application, if you want to be able to even specify a well-architected application, if you want to be able to make it run at high performance, if you want it to do its best, if you want to catch the bugs early, then you’re going to want to have a software engineering background. The traditional software engineer is going to be able to use these tools much better. And there are still many kinds of problems in software engineering that are out of scope for these AI programs today. The easiest way to think about those is problems that are outside of their data distribution. For example, if they need to do a binary sort or reverse a linked list, they’ve seen countless examples of that, so they’re extremely good at it. But when you start getting out of their domain—where you have to write very high-performance code, when you’re running on architectures that are novel or brand new, when you’re actually creating new things or solving new problems, then you still need to get in there and hand code it. At least until either there are so many of those examples that new models can be trained on them, or until these models can sufficiently reason at even higher levels of abstraction and crack it on their own… And remember: there is no demand for average. The average app—nobody wants it, at least as long as it’s not filling some niche that is filled by a superior app. The app that is better will win essentially a hundred percent of the market. Maybe there’s some small percentage that will bleed off to the second-best app because it does some little niche feature better than the main app, or it’s cheaper, or something of the sort. But generally speaking, people only want the best of anything. So the bad news is there’s no point in being number two or number three—like in the famous Glengarry Glen Ross scene where Alec Baldwin says, “First place gets a Cadillac Eldorado, second place gets a set of steak knives, and third place you’re fired.” That’s absolutely true in these winner-take-all markets. That’s the bad news: You have to be the best at something if you want to win. However, the set of things you can be best at is infinite. You can always find some niche that is perfect for you, and you can be the best at that thing. This goes back to an old tweet of mine where I said, “Become the best in the world at what you do. Keep redefining what you do until this is true.” And I think that still applies in this age of AI.”

Naval

862,384 次观看 • 6 个月前