Past bets that played out
These are the clearest thesis calls with observable outcomes, linked back to the original videos.
Social post highlights PoolsideAI’s rapid iteration (“10k–20k experiments/month”), focus on coding models as a path to AGI, and unusual openness/open-model posture. No public-company financials disclosed, but it reinforces the ongoing buildout/competition in code-gen LLMs and the need for large-scale AI training/inference infrastructure.
Social post highlights PoolsideAI’s rapid iteration (“10k–20k experiments/month”), focus on coding models as a path to AGI, and unusual openness/open-model posture. No public-company financials disclosed, but it reinforces the ongoing buildout/competition in code-gen LLMs and the need for large-scale AI training/inference infrastructure.
Social post highlights PoolsideAI’s rapid iteration (“10k–20k experiments/month”), focus on coding models as a path to AGI, and unusual openness/open-model posture. No public-company financials disclosed, but it reinforces the ongoing buildout/competition in code-gen LLMs and the need for large-scale AI training/inference infrastructure.
What this channel is watching now
Recent mentions show where this author is concentrating attention right now.
Latest videos and market context
Recent source posts from this author. Create an account to inspect the complete persisted research trail.
swyx @swyx 1m ok fine 4 new features - SmolForge is now getting customizable skins and spritesheet animations swyx @s...
A developer (swyx) mentions "SmolForge" adding customizable skins/spritesheet animations and dogfooding an "agentic GitHub clone" with built-in CI/CD "thanks to Workers for Platforms" before launch. This is an anecdotal early signal of developer adoption/experimentation around edge/serverless app platforms (most directly Cloudflare Workers/Workers for Platforms), but lacks concrete metrics, dates, or company attribution beyond the implied platform.
swyx @swyx 57m the reason i am working on a new gsuite is because of extremely stupid defaults like this bullshit 8 1...
A social media post complains about “extremely stupid defaults” in Google’s GSuite/Workspace and says the author is working on a “new gsuite” alternative. This is weak, anecdotal signal; at most it reflects minor dissatisfaction/competitive intent in the productivity suite market.
swyx @swyx 3h btw ive been dogfooding an agentic github clone over the past month or so and its gotten quite quite en...
A developer reports dogfooding an “agentic GitHub clone” with built-in CI/CD enabled by “Workers for Platforms” (likely Cloudflare). This is anecdotal but directionally supports a thesis that edge/serverless platforms are becoming credible devtool primitives and could expand into adjacent workflows (code hosting, CI/CD, agentic automation).
swyx @swyx 11h one thing i think people dont appreciate enough about @poolsideai is their unusual degree of openness ...
Social post highlights PoolsideAI’s rapid iteration (“10k–20k experiments/month”), focus on coding models as a path to AGI, and unusual openness/open-model posture. No public-company financials disclosed, but it reinforces the ongoing buildout/competition in code-gen LLMs and the need for large-scale AI training/inference infrastructure.
Proof-backed call history
These are recent thesis calls tied to original source content where available.
Social post highlights PoolsideAI’s rapid iteration (“10k–20k experiments/month”), focus on coding models as a path to AGI, and unusual openness/open-model posture. No public-company financials disclosed, but it reinforces the ongoing buildout/competition in code-gen LLMs and the need for large-scale AI training/inference infrastructure.
Social post highlights PoolsideAI’s rapid iteration (“10k–20k experiments/month”), focus on coding models as a path to AGI, and unusual openness/open-model posture. No public-company financials disclosed, but it reinforces the ongoing buildout/competition in code-gen LLMs and the need for large-scale AI training/inference infrastructure.
Social post highlights PoolsideAI’s rapid iteration (“10k–20k experiments/month”), focus on coding models as a path to AGI, and unusual openness/open-model posture. No public-company financials disclosed, but it reinforces the ongoing buildout/competition in code-gen LLMs and the need for large-scale AI training/inference infrastructure.
Social post highlights PoolsideAI’s rapid iteration (“10k–20k experiments/month”), focus on coding models as a path to AGI, and unusual openness/open-model posture. No public-company financials disclosed, but it reinforces the ongoing buildout/competition in code-gen LLMs and the need for large-scale AI training/inference infrastructure.
Social post highlights PoolsideAI’s rapid iteration (“10k–20k experiments/month”), focus on coding models as a path to AGI, and unusual openness/open-model posture. No public-company financials disclosed, but it reinforces the ongoing buildout/competition in code-gen LLMs and the need for large-scale AI training/inference infrastructure.
swyx @swyx Sep 1, 2024 I saw an AI engineer today No cursor. No claude 3.5 sonnet. No aider. He just sat there. Codin... swyx @swyx Sep 1, 2024 I saw an AI engineer today No cursor. No claude 3.5 sonnet. No aider. He just sat there. Coding without running an LLM every other minute. Like a psychopath. swyx @swyx Sep...
A humorous anecdote implying heavy reliance on LLM coding assistants is becoming normal, but it contains no concrete data, product update, adoption metric, or catalyst. Actionability is very low.
A humorous anecdote implying heavy reliance on LLM coding assistants is becoming normal, but it contains no concrete data, product update, adoption metric, or catalyst. Actionability is very low.
A humorous anecdote implying heavy reliance on LLM coding assistants is becoming normal, but it contains no concrete data, product update, adoption metric, or catalyst. Actionability is very low.
A humorous anecdote implying heavy reliance on LLM coding assistants is becoming normal, but it contains no concrete data, product update, adoption metric, or catalyst. Actionability is very low.
Non-financial motivational hierarchy (“Systems > Goals … People > Projects”). No market, company, or asset-specific information; not directly tradable.
...ttraining for it @TheAnirudh i saw it in oai when it came out but i think this is all about posttraining for it @TheAnirudh i saw it in oai when it came out but i think this is all about posttraining for it Brief comment referencing "oai" (likely OpenAI) and that something is "all about posttraining"; no concrete market, product, or company details provided.
About this channel
Channel bio, source link, and public-market context from YouTube.
@swyx
Most recognized assets
Unlock the full track record
Create an account to inspect the complete author history, trust-weighted rankings, and persisted research across authors, theses, and assets.