Register and share your invite link to earn from video plays and referrals.

ethan ding ๐Ÿ“Š
@TheEthanDing
927 Following    7.9K Followers
future of ontology - coming to a data warehouse near you
Palantir is losing the mandate of heaven in deployment companies
Low tam tweet But this companyโ€™s gonna end 60 years of war in the Three Kingdoms period to the unify China, only to produce the most mid dynasty ever
In other semis news, Fidelity & Amplify are leading a new ~$200M Series C @ $1.3B in SiMa. Previously raised $85M led by Maverick in Aug '25. Congrats!
extreme cargo culting sharing talent pipeline with other firms makes your talent pipeline by definition undifferentiated differentiated products are built by differentiated talent
hot take: in-house recruiters are about to get replaced by VCs. every firm is building an in-house talent team right now. soon their portcos won't need to hire recruiters at all. imagine an olympiad level squad of recruiters + engineers doing nothing but sourcing for your portfolio.
Show more
You cannot believe this chart And believe โ€œthe machine is building the machineโ€ at the same time Absolutely refutes โ€œClaude is build by Claudeโ€ claims
Did... Codex just overtake Claude Code? 24.5 hours ago Tibo announced 6M active users. this means Codex usage jumped 1M in ~ONE DAY. the last user number we heard from Claude Code was 2M in Feb: more analysis within, but this is very big if true.
Show more
absolutely wild pickup
ok! quick updates from me: - i left anthropic (who does that?!) - had a baby (i love her) - and am joining @cursor_ai as head of design (eep!) it's been a low-key dream of mine to nurture a team that cares so deeply about craft, quality, and building great tools. very excited!
Show more
this kind of story is compelling to believe but this only makes sense if certain labs have SOTA capabilities that differentiate them - and are enduring the observed reality is that any advantage a lab develops - is quickly caught up to
Show more
many folks seem to believe the full extent of the ai race is publicly observable for better or worse, at least 3-4 ai labs (excluding openai, anthropic and deepmind) have sota capabilities they may never share externally completely economically rational
Show more
i'm probably wrong about some of this - but directionally
these current FDE companies are mostly all doing chatgpt enablements they exist as long as there is appetite to pay someone to teach you how to spend more on tokens kinda like mortgage brokers in 2007 - paid to teach people how to buy more houses
Show more
our vcs hate when i say we're built to be easy to switch away from but if you don't own your own storage, don't own your compute, don't own your business logic - you're bound to the tokenomics of a single data platform, and scaling agentic analytics across your org gets brutal i think people are gonna be surprised how much demand shows up for the opposite great convo w/ @petesoder from Zero Prime
Show more
Own your storage. Own your business logic. Own your compute. If you're renting all three, bound to one platform, you won't scale in the agent era, says @TheEthanDing, Co-founder & CEO of @TextQL. We get into it in our latest @ZeroPrimeVC episode.
Show more
these current FDE companies are mostly all doing chatgpt enablements they exist as long as there is appetite to pay someone to teach you how to spend more on tokens kinda like mortgage brokers in 2007 - paid to teach people how to buy more houses
Show more
You know none of these AI companies actually do FDE right? It's just solutions eng in the old traditional enterprise sense. Nobody knows what Palantir does and nobody knows what FDE is. Shocking
Your business context originates in APIs, and it's scattered across every tool that your team uses. In this walkthrough, Matt Abate, Head of AI Research at TextQL, shows how TextQL can connect to API-based sources like Salesforce, Slack, and Notion, and turn that scattered context into governed ontology inputs for Ana. No duplication, no data modeling. Ana can just reason across your business tools, as they are.
Show more
Blackstone Credit & Insurance runs on 1,000s of tables, each with 100s of fields and 1,000,000,000s of rows. Until recently, knowing which tables to join, and how to join them without double-counting, was tribal knowledge. Rob Wisniewski, CTO of Credit & Insurance Technology at Blackstone, deployed TextQL's Ana on top of that data environment. โ†’ thousands of tables, billions of rows, joined accurately without analyst hand-holding โ†’ foreign key matching and entity de-duping handled natively โ†’ "time to theory and where to look" compressed from days to minutes โ†’ every answer comes with the work shown (non-negotiable in credit and insurance) "I asked Ana for a playbook on how to solve a problem... it created a scheduled playbook, configured it, and to this day every Monday I get the results in my email. That's the kind of thing you don't see in significantly more mature products." Most enterprises think faster analytics = faster queries. The bottleneck isn't query execution; it's time to theory: the gap between "I have a question" and "I know which tables to look at and how to join them without breaking the math." Ana closes that gap while showing its work for every answer. At Blackstone scale, that's not just a productivity gain; it's the difference between acting on a thesis this week and acting on it next quarter.
Show more
This itโ€™s stupid You can earn more in the same age bracket And then have relationships have 3-5 age offsets Problem solved
It's very simple actually: Women don't want to earn *less* than men, they just want men to earn *more* than them.
just none stop malware today i force my team to churn attio lol disgusting behavior
if @attio does stop auto adding their meeting reocrder to every fucking meeting - every time we add a new user, i'm going to churn i s2g im acutal that angry malware level behavior
Show more
anyone who thinks github's uptime is a skill issue is going to be in for a very rude shock
itโ€™s starting they gonna break up github first cloudflare attempting it, now cursor at the end of the AI era Microsoft is just going to end up being for enterprise and gov contracts where people want a safe subpar option
Show more
OpenAI vs Anthropic is my Knicks vs Dodgers
based on the contents of the BIRD benchmark, this is a HUGE self report that this team leaked the test data / overfit to the answer set that or they're p-hacking those questions are extremely "up to interpretation"
Show more
๐Ÿš€ Introducing Gemini-SQL2, our breakthrough text-to-SQL capability powered by Gemini 3.1 Pro! We've achieved state-of-the-art results on the highly competitive BIRD benchmark, translating natural language into execution-ready SQL queries. ๐Ÿงต๐Ÿ‘‡
Show more