Using @cognition to create a quick PR and saw a *real* Devin in my commits. Maybe Devin fusion is just this guy locked in a room pushing lots of code.....
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Has anyone other than Anthropic built incredible truly magical things with AI models? If we have AGI where did all the benefits go? More legal AI tools?
“Hire me! I'm a great senior engineer (code monkey)” Hard pass.View quoted post on X
Finance bro relying on his “quant guy”? Harder pass.
LLMs will out-do the best engineers and quants. That is the bare minimum.
I want people obsessed with the problem, not the code.
If you’re obsessed with credit, derivatives, real estate, or portfolio optimization, this tweet is for you.
We’re building the most AI-native investment team on Earth. Not a fund though.
I’m not sharing the who or what yet, but here's what I can say: you’ll be investing billions of dollars in your twenties, including all my proceeds from the Capital One acquisition.
A few warnings:
- 996 is easy. Here it’s closer to 8am-10pm-7 days a week. Don’t worry, I’ll be in the office before you arrive and after you leave.
-We pay really well, but we expect even more. You’ll feel overpaid compared to your friends and underpaid compared to how much we expect. And let’s be honest: nobody gets rich out of bonuses. Real generational wealth is built through tax-deferred equity.
- We expect first-principles thinking for everything. And I mean everything. If someone asks you why you’re doing something in this way, “because this is how we did it at my last firm” is not an acceptable answer.
- We expect you to be full-stack. From vision, to building to execution. There is no “support”. If you can't use claude code to support yourself, then wtf are you even doing?
- You’ll be expected to master complex concepts in a matter of days.
- We will pair you with industry veterans so you can leverage their experience. Don’t fuck it up.
Roles we’re hiring for:
- Credit/Fixed income lead - do you think that emerging-market banks bonds provide a great risk reward, but most American investors are scared of it? Talk to us.
- Real estate lead - are you up-to-date on all the new maps for OZs and have no patience for trophy assets that don’t have great after-tax yield? Talk to us.
- Derivatives lead - You're able to represent any view by stacking the right structured payoffs? Talk to us.
- Equities lead - You like stock picking? Save your energy. You deeply understand how risk models work from first principles, how optimizers are god’s gift to humanity and how every stock pick is never good or bad, it's just part of a portfolio? Talk to us.
- Quant infrastructure lead - You’re obsessed with finding specific signals to generate alpha? Save your energy, Citadel is a better spot. You’re into building infrastructure to test new strategies, manage risk and optimize portfolios? Talk to us.
If you think you’re a good fit, email me at henrique@sharpe.com answering the following question: What about the investment process in the asset class you have the most experience with will most materially change with AI and why?
Happy memorial weekend :)
This is obviously not true. Anyone who’s actually running a high velocity engineering team will tell you that design is not just placing components from a design system on a screen…
The best designers think deeply about the user experience and lay out the user journey. It’s what separates okay vibe coded slop from thoughtful well designed software.
If you’re an incredible designer check out vise.com/careers
The best designers think deeply about the user experience and lay out the user journey. It’s what separates okay vibe coded slop from thoughtful well designed software.
If you’re an incredible designer check out vise.com/careers
DESIGN: THE FIRST AI CASUALTYView quoted post on X
I'm increasingly sure that 2026 signals the end of product design as a full-fledged stand-alone function within companies. If so, it will be the first role / function to be eliminated by AI on a go-forward basis.
Instead of hiring FT designers, startups are hiring / will hire design consultants to create a design system that the founder likes (this takes a few weeks max). Once the design system is finalized, PM/Eng feed it into their AI tool of choice to generate prototypes. The design system is refreshed annually by the same consultant.
Larger companies will likely not backfill design roles and will do some targeted attrition to reduce the design department to 20% the size it is today.
If you're a designer, I think you have two choices:
1. Become an entrepreneur: Start a design agency and become the go-to resource for design systems for startups and even larger companies. This can be a good recurring revenue business.
2. Become a builder: Add PM/Eng responsibilities to become a product builder.
Would suggest you embrace this proactively vs waiting for the other shoe to drop.
I'm really sorry about this - some of my best friends and the people I admire most and have learnt the most from are designers - but it seems inevitable.
@samir_vasavada was very early to this trend
You know what's not cool anymore?View quoted post on X
Dropping out of MIT/Stanford/Harvard
You know what is cool?
Dropping out of High School