Debya

matt brandly

brandly.bsky.social

AI safety at Meridian Labs

👤 Joined on 01 Mai 2023

54

Followers

137

Following

51

Total Posts

📜 Kullanıcı Geçmişi

  • 01 May 2023, 01:59
    🎉 Bluesky'e katıldı - İlk kullanıcı adı: @brandly.bsky.social
  • 10 Kas 2023, 04:20
    🔄 Profil bilgileri güncellendi

❤️ Beğendiği Gönderiler

Lee Briggs
29 Oktober 2026 00:03

It's been a long few days for us @tailscale.com. Fixes for the vulnerabilities published on Saturday have been released, and our write up can be found here: tailscale.com/blog/tailsca... I'd like to personally extend a special thanks to the engineers who tirelessly worked their weekend responding.

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mr. TIM
29 Oktober 2026 00:00

Gemini 4 Carbon is better than Astra/Fable blog.google/innovation-a...

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Matt Kane
28 Oktober 2026 23:58

I'm not investing in a company that would need to grow to the size of most of the US economy to generate the sort of returns if that I'd want from a tech IPO. But trying to claim they're not making a pile of money is just cope.

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Matt Kane
28 Oktober 2026 23:57

In Q2 they already posted an operating profit. GAAP net profitability is currently distorted by the accounting of convertible notes, which show as a liability because their valuation has soared. These will disappear post-IPO.

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Matt Kane
28 Oktober 2026 23:57

That's the COGS. If their margin holds, that would imply gross profits of around $2.5T on revenues of $3T

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