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zachthewf

1,734 karma · joined March 10, 2011

interested in accelerating drug discovery and medicine development

currently @ boltz bio, former yc founder

zachocean.com

submissionscomments
zachthewf··on America.gov
What are the innumerable cruel and harmful things that Google has done to society?
zachthewf··on Tell HN: An inside view of Montana's new biotech law
Thanks for posting - have been following from afar and very interested in this area. Sorry for the naive questions, I am a software guy new to biotech.

- How have things looked since passage? Has there been a lot of interest from companies and patients or is demand the bottleneck? Not that many people in Montana...

- What sort of new business models does this open up? e.g. Roivant for abandoned phase 1 assets?

- Does this lower the barrier for treating new indications, e.g. age related conditions like sarcopenia?

- Any particular rules on telehealth?

zachthewf··on Pion, an agent designed to run any company autonomously
It's a relevant question but not a "gotcha". Businesses are not equivalent in complexity and no one at Andon would claim that running an effective vending machine business is similar to running Apple or Jane Street. There is some level of complexity and other characteristics that AI can maybe handle today. That doesn't mean CEOs should be worried about their jobs more generally.
zachthewf··on A Biography of Lee Holloway, the Architect of Cloudflare's Technology (Part 1)
Highly recommend the Wired story about Lee: https://www.wired.com/story/lee-holloway-devastating-decline...

Long but totally heartbreaking.

zachthewf··on GPT-6 Astra
I’ve found Sol performance to be incredibly spiky. It has tremendous IQ and can fix very difficult bugs. But it is horrible at design (both visual and system design), anything that involves thinking about users or UX, and massively overcomplicates almost all work.
zachthewf··on GPT-6 Astra
I’d be willing to bet any amount of money that there will be ~the same or more people doing physical labor in 10 years than today.
zachthewf··on Launch HN: RonanRX (YC S26) – Personalized Peptides and GLP-1s
Looks interesting. What's your plan on the legal front? Bet the company on the compounding lawsuits breaking in your favor, or do you have a backup plan?

BTW: when you say you manufacture the drugs, I assume that means you're buying from an API supplier, but do you actually mean you're synthesizing it yourself?

zachthewf··on Small Models Have Arrived
Segment had a $3B+ exit to Twilio back in 2020.
zachthewf··on ElevenLabs, TwelveLabs, ThirteenLabs
Nope, not parody. Very accurate description of early-2020s consumer TTS websites.
zachthewf··on Google has acquired the data of failed US airline Spirit
FYI: If you have a company that you are shutting down, you too can sell your data to the labs. Companies will help you do this. If you have a company with a handful of people and you wrote code, collaborated in Slack, and used task management tools for a few years, you can probably sell this data for $50k or so.

You can also do this if you're not shutting down, but it's probably not worth it.

zachthewf··on AI is slowing down
I'm open-minded to arguments about AI being a financial bubble and a bad business.

I'm not open-minded to arguments about utility, given that I personally witnessed LLMs evolve from interesting but useless toys to insanely helpful tools I use every day.

zachthewf··on AI is slowing down
I didn't read the posted article (I don't read this author anymore because I think it's basically anti-AI ideological propaganda).

But from the article I linked back in March 2024:

"Generative AI models are expensive and compute-intensive without providing obvious, tangible mass-market use cases. Murati and Altman's futures depend heavily on keeping the world believing that development and improvement of their models' capabilities will continue a rapacious pace of progress that has unquestionably slowed, with OpenAI admitting that GPT-4 may be worse on some tasks.

As I've written before, hallucinations are a feature not a bug. These models do not "know" anything. They are mathematical behemoths generating a best guess based on training data and labeling, and thus do not "know" what you are asking it to do. You simply cannot fix them. Hallucinations are not going away."

Since then:

- hallucinations are dramatically less of a problem

- several mass market use cases have emerged, most notably coding

- rate of progress has increased

zachthewf··on AI is slowing down
Before you spend 20 minutes reading this article, it's worth understanding that the writer has been posting popular but consistently wrong takes for 2+ years (e.g. https://www.wheresyoured.at/peakai/ from March 2024) arguing that AI is failing, is a waste of money, is bad, will never work, etc.
zachthewf··on Biohub releases a world model of protein biology
Biohub is funded by Zuck and his wife - the full name is "Chan Zuckerberg Biohub"

https://en.wikipedia.org/wiki/Chan_Zuckerberg_Biohub

zachthewf··on Eat Real Food
or maybe the nutrition guidelines just don't matter that much.
zachthewf··on Eat Real Food
I like the look and brand, but the animations/clickjacking are really jerky for me. Are you not having any issues with that?
zachthewf··on Mark Zuckerberg Had Illegal School at His Palo Alto Compound. Neighbors Revolted
Decamillionaires complaining about billionaires. A story as old as time...
zachthewf··on New antibiotic targets IBD and AI predicted how it would work
No it’s a diffusion model trained on proteins
zachthewf··on There is a huge pool of exceptional junior engineers
It’s not that simple. Even if you take the cynical view that the company is your adversary, the other people who work at the company (including founders, investors and execs) are actually playing a career-long collaborative game rather than a one-off prisoners dilemma.
zachthewf··on AI Market Clarity
They crossed the hurdle once but are less willing to do so repeatedly (so they churn)
zachthewf··on AI Market Clarity
Maybe. FWIW the majority of the apps that have taken off are basically AI girlfriends/AI boyfriends. Using these is fundamentally a shameful act which probably deflates retention.

There may be high retention use cases that find ways to serve user needs without embarrassing them.

zachthewf··on Biomni: A General-Purpose Biomedical AI Agent
We know they don't work at OpenAI or Anthropic, but beyond that have no information
zachthewf··on Claude Code Pro Limit? Hack It While You Sleep
Sonnet is noticeably worse in my opinion. It’s worth it to spring for Max and only use Opus
zachthewf··on OpenAI to buy AI startup from Jony Ive
Probably glasses or airpods.
zachthewf··on "AI-first" is the new Return To Office
There are certainly slow-moving ecommerce platforms that I'm sure would be happy to take your business. Yet Shopify has the best product. Why do you think that is?
zachthewf··on The problem with "vibe coding"
The argument is that vibe coding is great for little personal programs but bad for full-blown products.

I don't think you can ship a fully baked product made exclusively with AI coding yet. But it's *really* useful for investigative product development - e.g. when you have a few different ideas for how something might work but aren't quite sure what's best. I used to regret that I never mastered Figma or other mockup tools - now I never will have to.

zachthewf··on ForeverVM: Run AI-generated code in stateful sandboxes that run forever
If you're an accredited investor (make sure you meet the financial criteria) you can cold email seed/pre-seed stage companies. These companies typically raise on SAFEs and may have low minimum investments (say $5k or $10k).

YC lists all their companies here: https://www.ycombinator.com/companies.

Many companies are likely happy to take your small check if you are a nice person and can be even minimally helpful to them. Note that for YC companies you'll probably have to swallow the pill of a $20M valuation or so.

zachthewf··on Launch HN: Roark (YC W25) – Taking the pain out of voice AI testing
And often when YC invests in multiple companies in a space there are multiple winners:

- Gusto, Rippling, and Deel

- Mixpanel, Amplitude, Posthog

zachthewf··on Launch HN: Roark (YC W25) – Taking the pain out of voice AI testing
Congrats on the launch!
zachthewf··on Apple files emergency motion to become defendant in US vs. Google [pdf]
He went to Yale and worked at a prestigious VC firm. Most people with those credentials are at least reasonably smart.
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