Agentic engineer. building ai-native products. prev led @ShipyardPRT.
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Joined July 2021
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I'm starting to long $U and adding.
People are not pricing in AI game dev; it's mostly coding, but the RL hasn't been improved yet.
This is big business for influencers and the creator economy. Some catalysts could be GTA VI AI mods.
Unity is the most direct exposure with a good relative valuation.
i had a big realization last night,
for comparative valuations
you need to time-compress revenue
e.g. Rockstar could've released a new GTA every year
thats 30 years of revenue in 5 years.
modern pocket god i phone game
Introducing Reality-Aware Rendering in @Simulon, a completely new way to create with the real world.
Place neural assets with your phone and act out the scene. When you stop recording, Simulon renders the take, reading everything in it (what you do, what you say and the place around you), and your assets respond to all of it.
The final is regenerated from your recording: a new performance of the scene, not a copy of the footage.
Available now on iPhone. Coming to Android soon.
man Anthropic must be holding onto a monster if they are letting Gemini mog it like this
Introducing Gemini 4 Carbon, it's a big jump over Argon which we released just 2 weeks ago.
Gemini 4 Carbon is SOTA on cyber, long horizon tasks, ranks #1 on Artificial Analysis V5, significantly improves on usability in domains like coding, and is more aligned.
In the short run, The US market might correct.
Then the rest of the world will laugh, saying, "I told you, AI was stupid".
Then, the US will use the oversupply of Intelligence, more accurately, a really smart labor force, to tackle real-world problems instead of more SaaS.
After 2 years, the US will be so far ahead that it's going to be really scary for literally all other countries without a frontier lab.
having a chatbot investment application process sounds awesome on paper, but absolutely stupid in practice.
your slop bot better be AGI; otherwise its an absolute waste of time talking to this clanker.
Daniel retweeted
Tried directing Claude Code into our Figma design system three months ago. Unusable. Shelved it.
Tried again recently on a live client project. It's executing better than I expected.
The gap between "doesn't work" and "works" is now about a quarter. Plan accordingly.
Daniel retweeted
If your company refers to engineers as the IT department, you have nothing to worry about. You were already breached last week.
Daniel retweeted
A Drone With Only One Motor!
And a 3D-printed propeller. And somehow, it still manages to fly.
The really interesting part is how you control it.
By accelerating and decelerating the motor more than 300 times per second, you can control the drone's thrust, pitch, and roll.
The propeller spins at almost 20,000 RPM, with its tips approaching half the speed of sound.
Getting this to work required custom firmware, a homemade high-speed imaging setup to study the blades, and hundreds of crashes.
I've been sharing Joshua Bird's videos for quite a while now. I just love the things he comes up with and how much effort he puts into making them work.
We're also going to talk about a few other projects he's currently working on. More on that soon!
And if you want to take a closer look at how he built this thing, he's made the code and CAD files open source.
github.com/jyjblrd/single-pr…
Full YouTube video:
youtu.be/Ndftcft6XhU?si=19rA…
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Weekly robotics and AI insights.
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In the short term, quality will be about IP and brands that produce cool games. You trust their taste.
