Howe Wang
@WangUWS
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"people familiar with the matter" - WSJ/ make @procurefyi @frontier_optic / write ex data-ml @lyft / cs finance @wharton @yale @jhu
New York
Joined August 2021
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Kudos to this 10x engineer busy debugging, not giving a F that it’s
@rihanna
and
#ASAPRocky
next to him, hiding from the rain in Laughing Man Cafe in Tribeca
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@NewYorker
@AgnesCallard
Couldn’t stop thinking about how obnoxious this essay is. A self-righteous University of Chicago professor, who probably never interacts with anyone else on trips (which is not surprising), openly declares that exposing oneself to foreign systems and ideas is useless.
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@lulumeservey
Prob instagram headlines for many. I remember seeing the cross campus Christakis video and was horrified.
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@GeringTuvia
Setting aside the addiction to conspiracy theories driven by a lack of information, why do they all dress as though they’re channeling a Temu version of a 1940s opium tycoon who’s just arrived in Shanghai?
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I’m working late coz Imma
going to my friend
@laurenbalik
’s hilarious and ironic
@nvidia
bubble party which so many finance dudes take too seriously
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@ArmandDoma
I think, in some way, it still is, if you consider the fanatic destruction of historic artifacts under the pretext of “correcting history” or “environmentalism” documented on this platform
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@Larryjamieson_
Ye $snl is nice but have you ever heard about this Wisconsin HVAC management company?
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My fun surprise of the day is listening to
@karaswisher
talking about her interaction with Nora Ephron, who was first to call on
@HuffPost
acquisition “Am I rich?” 💯 icon
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Ha. Oh well. The DOJ is investigating
@SAP
and
@Carahsoft
for allegedly overcharging US government agencies.
By
@JZBleiberg
Carahsoft, the Virginia-based tech reseller, is the largest private IT company in the US, if not on earth, you’ve never heard of,
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God I feel private today!
Congrats on a great conference! Tight informative little fluff.
@coryweinberg
@KateClarkTweets
@Jessicalessin
@theinformation
#privatecapconf
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Thought
@matei_zaharia
on an LED-lit stage, not DJing but live pushing Unity Catalog on GitHub to open source among a cheering crowd, was kind of hilarious.
@databricks
@Data_AI_Summit
#dataaisummit
video
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@laurenbalik
Looking at some of the comments reminds me of how some public equity analysts’ total lack of humor, combined with greed, makes for a terrible combo.
Any cure for cases like these?
@laurenbalik
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I remember a friend worked there dropped by my place after $dna ipo party and said a director screamed “f u I am rich now” ❤️
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@pwang_szn
I had no idea what’s going on when I was in corporate because my directors said we should all spend 7 days minimum crafting quarterly upward feedback
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this one goes out to
@laurenbalik
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To celebrate 20 years since
@HilaryDuff
sang 'Could be New York, Maybe Hollywood and Vine, London, Paris, maybe Tokyo,' in 'Wake Up'. I cleaned up the AI Hype Train data's location data to see which cities AI funding/company building have occurred last 12M
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Thinking through this weekend, in reality how can we improve outcome in a zero-shot scenario for DSPy? How does it currently handle it?
@isaacbmiller1
@lateinteraction
I wrote my first blog on "Why I bet on DSPy." I think it is and will continue to be the best framework for building compound LLM systems.
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@tongbingxue
Won over so many Jewish dads and moms who were born in Harbin or Shanghai during fancy socal or ny weddings because I am the only person know their childhood history in China lol.
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What’s going on with scale ai and their 85% churn rate and why are they messaging everyone every week for hiring.
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Incredible summary of key principles shaping tech financial investment over the past 200 years, as detailed by Alasdair Nairn in the final chapter of ‘Engineers That Move Markets’:
1.Many big breakthroughs in new technology are derided when they first appear
2. As a result,
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A new metric for $SNOW is how many data people have told you they hated their experience at the recent
#Snowflake
Summit. TLDR: it’s high.
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@ChipsAhoyCap
I always wonder how does one not go insane if you are in a room with garbage from msnbc on 24/7
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Hardy mums buying moms > cactus babysitting gen zs
The "Path to 270" runs through buyers of hardy mums, which is about to hit annual peak in the next week or two.
Neither
@realDonaldTrump
nor
@KamalaHarris
campaigns are capturing the "Hardy Mums Buyer" moderate voter in the Upper Midwest.
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@DanGrover
@DanGrover
@ParthaSundaram
I feel every generation there are hot popular roles that attract talented political animals who are great actors but provide negative value. I think pm became that role of this generation.
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@laurenbalik
The wonderful tradition of operational heavy cash burning market place hiring thousands of data people doing not sure what
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@lulumeservey
Oh that's right! I still think about how no student was ever held accountable at least once a month...
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@JZBleiberg
Anyone want this pricing data? Call me, actually here is the SAP data from our experiment output using LLM framework DSPy
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Yes
#Robinsville
New Jersey just happen to have the worlds second largest Hindu temple and it’s absolutely surreal
#baps
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“Junk hardware” has a ring to it
Joe Lonsdale's buddies at Andreessen Horowitz seem to be drawing from the same CCP money laundering pool.
David Ulevitch and Katherine Boyle - a16z's "American Dynamism" partners - have quite the plans.
Ulevitch wants national draft, with mandatory military or civil service.
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$MDB doesn’t look good from federal orders, but it’s already so depressed that who knows what might happen next. However, if you’re a data professional and you’re making
@mongodb
and
#ETL
tools you whole identity, no one will take you seriously
there, from what we see, $MDB will prob get smacked after market
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I really hope Gopuff investors continue to support this business by lighting cash on camp fire. The business model is dumb as hell, but I really hate going to the West Side Market to buy toilet paper,paper towels, & seltzer. They are heavy and bulky. Absolutely kill my vibe.
Scoop: Gopuff is the last speedy-delivery startup left standing after Getir just pulled out of the US.
But while Gopuff has cut costs, it still burned about $400 million in 2023 and will likely need to cut even more to hit a goal of generating cash next year.
w/
@coryweinberg
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@laurenbalik
@ExcelHumor
Please don’t expose the trade secrets of analytic managers like this.
@laurenbalik
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the fun side effect of starting your own business is that your blood pressure is 28% higher than last year, and you develop artery stenosis. Nothing too serious, but oh, the fun
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Who would have thought
@SnowflakeDB
’s CAGR projection could fall to less than 1/3 of
@databricks
? So much for ecosystem.
@databricks
projects a 65% CAGR, anticipating over $2.4B in revenue by H1’25, with 80%+ gross margins, 140%+ NDR, and 50% of customers using 6+ products.
@SnowflakeDB
has a consensus CAGR of 20%.
Source:
@BatteryVentures
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Spent four hours watching this indie film called The Lord of the Rings: The Return of the King with 25 yo engineers who clap at every scene. It’s amazing in
@AMCTheatres
you should go watch it and clap along.
#lotr
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In
@Google
NYC office for free food, ran into a classmate who has been searching for tahini shakes on this floor for two hours. It seems the density of tahini shake stands has decreased due to recent budget optimization. Gosh I am such a
#fundamental
analyst. $goog
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At a finance AI conference in Brooklyn, everyone is discussing using
#AI
to
#autopilot
investment decisions/executions based on individual's past transactions, it sounds like a disaster waiting to happen. Who should regulate this?
#yoloai
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@varunramg
And I thought charging $4m for high school R project was bad
But let me remind you cost $2.1B. Billion.
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How old is too old to force your family to drive around Texas to see
#hyperscaler
data centers?
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@antgoldbloom
Asking chatGPT to explain code lines I don’t understand has been extremely helpful
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@theprophetpizza
ues this would be between a woman and her therapist. She also lives in a 2.5m 3 bed.
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@NewYorker
@tnyfrontrow
Can
@NewYorker
please provide Richard Brody with insurance that covers therapy? Circulation is significantly down, and
@CondeNast
is already laying off people left and right. Why have him continue to stir further media recession on the Internet for you guys?
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Tabular …. has 1m revenue
@matei_zaharia
do you know how unbearable some of the (not doing so well) niche data start ups will become after hearing this?
One of my favorite elements of the rivalry is nicknames. "SnowMelt" is a initiative within Databricks to take business from its winter-themed rival. At Snowflake, "SparkAttack" is a codename to snatch machine learning workflows from Databricks.
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really think this can replace 75% of ds/analytics job, sure you still need to identify enterprise data source and provide access etc but the 'analysis' part can be certainly automated via agentic
#DSPy
workflow
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The take away is if you work in SaaS it’s not too late to start dancing on TikTok
Interesting slides from ICONIQ analysis of 120 public / private SaaS companies.
The punchline is the private SaaS landscape seems pretty bleak. Ironically, could be another bull point for the platform SaaS rationalization story as we have moved from supply shortages in
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@MarceloPLima
A few years ago, Harvard Management spun out its natural resource team to form Solum Partners. Every endowment includes timber assets as part of its portfolio, which can be a great hedge if managed effectively.
#Yale
and
#Harvard
also own their own forests in the US East.
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And that is why, among many other reasons, other database providers don't even come close in terms of capturing a share of the multibillion-dollar federal database spending.
#snowflake
#databricks
@SnowflakeDB
@databricks
@Oracle
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@Carnage4Life
This got delivered to me this week and last week I was recommended to apply to be a banquet manager. I can’t even cook.
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I am finally technical enough to learn and practice RL and this from my ex-colleague
@DuaneJRich
is a life saver
Ok people, I've finally released that thing you didn't know I was working on.
A technical, well-animated, dense, overly rehearsed, 6-part series on Reinforcement Learning.
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