Fireside Alpha

@firesidealpha

Summary and synthesis of the best business, technology, and consumer conversations | @firesidetapes for historical archives

United States

firesidealpha.substack.com

Joined June 2026

Replies Articles Media

Pinned
Fireside Alpha
@firesidealpha
Aug 23
Sam Altman admits he was wrong on AI's timeline and says society and the economy will adapt more slowly "I thought when we got to GPT-4, which was back in 2023, that very quickly after that there was going to be much more disruption, software businesses up for grabs right away,
00:00
00:58
Fireside Alpha
@firesidealpha
Jul 25
Sam Altman reveals building Codex was a "crazy kamikaze mission" to beat Claude Code and that most of the best coders he knows now use Codex. "We were way behind Claude Code, and it seemed like a kind of crazy kamikaze mission to try to beat them with a coding app." "The
Fireside Alpha
@firesidealpha
3h
Marshall Wace's Paul Marshall recalls his partner telling Stanley Druckenmiller he'd never met a rich chartist, not realizing they was pitching the world's richest chartist "Somebody said, be careful with Stanley. He's like a lizard. He'll sit in the corner of the room, won't
00:00
Fireside Alpha
@firesidealpha
Jul 31
"Every great money manager I've ever met, all they want to talk about is their mistakes. There's a great humility there." -Stanley Druckenmiller
Fireside Alpha
@firesidealpha
3h
Walleye's CIO Will England says he's not embarrassed that AI writes his memos because results are what matter, not blood, sweat, and tears "I'm not embarrassed at all that I can write emails, or long memos, that used to take me hours, that maybe I could do in a half hour or
00:00
00:19
Fireside Alpha
@firesidealpha
4h
Walleye's CIO Will England says a stock picker who can't use Excel is already obsolete, and soon the same will be true of anyone who can't use AI "If you're a long-short stock picker and you can't use Excel to create a company model, like, you're totally obsolete." "And in
Fireside Alpha
@firesidealpha
4h
Walleye's CIO Will England says a stock picker who can't use Excel is already obsolete, and soon the same will be true of anyone who can't use AI "If you're a long-short stock picker and you can't use Excel to create a company model, like, you're totally obsolete." "And in
00:00
Fireside Alpha
@firesidealpha
Jul 31
"Every great money manager I've ever met, all they want to talk about is their mistakes. There's a great humility there." -Stanley Druckenmiller
Fireside Alpha
@firesidealpha
19h
Hot Chips '26: Google explains how 8t, its 9,600-chip training TPU, doubles performance per watt so a gigawatt data center can train twice the tokens with the same power budget and build smarter models "With that, we are introducing the 8t, the agentic-era training powerhouse.
00:00
00:39
Fireside Alpha
@firesidealpha
20h
Hot Chips '26: OpenAI says its Gen 1 chip is only step one with Gen 2 nearing tape-out in a number of months and Gen 3 already operational, afterwards bringing out the Broadcom and Celestica teams to share the stage "One more thing -- this is step one of a multi-generational