Jamin Ball

@jaminball

Partner at Altimeter Capital. Dad to 4 amazing kids. No investment advice, all views personal

San Francisco, CA

cloudedjudgement.substack.com

Joined September 2015

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Jamin Ball
@jaminball
Aug 11
We're very excited for @attestable to come out of stealth today. We @AltimeterCap co-led their seed round with @TLV_Partners, and believe they're building a crucial layer in the AI stack. It's clear two things are happening simultaneously - AI systems are making more
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Jamin Ball
@jaminball
Sep 6
You only need to listen to 2 minutes of this episode with @ZachBDell to feel like an expert. Very clear and concise “We look at a very simple correlation of consumption of energy per capita to GDP per capita. The takeaway is the more energy a population is able to consume, the
David Senra
@davidsenra
Sep 6
My conversation with @ZachBDell, co-founder of @basepowerco. 0:00 Energy Abundance & the Power Demands of AI 6:15 How Batteries Make the Grid More Efficient 9:09 Early Ventures & the Insight Behind Base 15:34 We Don't Sell Batteries. We Sell Electricity. 22:25 How Base Works
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Jamin Ball
@jaminball
Sep 4
Article
Recurrent Depth
From Clouded Judgement: Recurrent Depth This week we got a peak into OpenAIs new model Astra. I thought this was an important model because it’s rumored to use a new technique called recurrent depth....
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Jamin Ball
@jaminball
Sep 3
GPT‑6 Astra pricing is $10 per million input tokens and $50 per million output tokens. Same pricing as Fable 5.1 and Mythos 5.1 This seems to be where the frontier pricing is settling (for now)
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Jamin Ball
@jaminball
Sep 3
Pretty pretty good!
OpenAI
@OpenAI
Sep 3
This is GPT-6 Astra. Anything you can do on a computer, Astra can do for you. Fast.
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