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Jessie Dong
@jessiedong_
compute infra + markets! cs/physics @Stanford
가입 April 2025
37 팔로잉 중    1.9K 팬
instinct and muse are long-running agents. they are core examples of why demand for compute will just keep rising we're in the era of long-running agents for regular people and not just for developers and people in the ai world. we've been addicted to workflows that are super long-running and token-heavy, mostly in coding. regular people are still using chatbots, but that's starting to change (instinct is completely free right now and must be going through A LOT of compute) others have tried to make "personal assistants" before but it seems like instinct and muse are the ones that will stick a typical chatbot reply is 500 tokens whereas a long coding task can be millions of tokens because it plans things, it checks work, and iterates based on previous steps. when regular people actually use agents, there are going to be so many more companies that appear. selling compute would be a good place to be in the next few years. maybe we'll see even consumer companies starting owning their own gpus??
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