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Some more detail on the ROIC Intelligence App I built yesterday and mentioned on today's earnings call. I took the PDF that Brian Nowak at Morgan Stanley put together for Hyperscale ROIC this week a…
@satyanadella·Jul 30, 2026↗
1. as a mental model it is more correct to think of fable+ class models as english -> code interpreters - converts your idea into code into "correct" code regardless of problem complexity and output …
@rahulgs·Jun 17, 2026↗
recommended reading. strongly recommended reading. i really like the pain avoidance angle. slots into my "paon/friction is when you learn" angle. when combined > cognitive debt. https://t.co/clz…
@badlogicgames·May 11, 2026↗