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    Jason Warner

    CEO @ poolside, Operating Board Bridgewater, Former CTO @ GitHub

    Jason Warner, Board Member at Bridgewater Associates

    Jason Warner is the Co-Founder and CEO of Poolside, an AI company focused on software and code creation. He was recently appointed as an Outside Director on Bridgewater's Operating Board of Directors in January 2024.123

    Background and Experience

    • Jason brings over 20 years of experience in software development, enterprise technology, executive leadership, and innovative thinking as a technologist, CTO and business leader in the software industry.3
    • Prior to co-founding Poolside, he was a Managing Director at Redpoint Ventures investing in AI and infrastructure companies from 2020 to 2022.14
    • Before that, Jason served as the CTO of GitHub, where he oversaw the Engineering, Product, and Design organizations responsible for products including GitHub Actions, Packages, Advanced Security, & Codespaces as well as incubating experimental projects like GitHub Co-pilot.14
    • He has also had leading engineering roles at Heroku and Canonical.1

    Education

    • Jason graduated from Penn State University with a Bachelor of Computer Science degree and finished with a Master of Science degree from Rensselaer Polytechnic University.15

    Personal Life

    • Jason is a Connecticut native who has lived throughout the US and in Australia. He now calls Victoria, BC, Canada home.1
    • In his spare time, he mentors young founders building new foundational layers of technology around the world.1

    Highlights

    May 26 · twitter

    Every few months this needs to be restated and because at every turn and every improvement it becomes more and more self evident. And we simply shouldn't be oblivious to the reality of the physics involved and ignore the reality that is plainly in front of us

    Here's everything in a nutshell:

    Application wrapper approaches to AI are making up for current generation model capability gaps. The surface area available to apps/agents/wrappers (whatever you want to call them) is essentially the surface area the models don't currently do that great at. As those models become more capable, the surface area available to apps becomes thinner, sparser, and much less distinguishable as "differentiated". Essentially apps all get pushed to the same surface area at the same time

    Meaning: value has and will accrue to the agi companies (as I talk about them in the QT below) and only becomes stronger as those models become more capable. This evolves 10x as those agi companies realize they have to own their own full stack and build vertical approaches (which we have finally seen evidence of from openAI)

    This is so painfully obvious it cannot be understated. Any other thinking here misses macro picture and attempts to maximize micro along local incentives

    Intellectually we know this as industry and we already have prior art on this from previous AI model generations (ie this current wave). Any (all?) apps/agents that wrapped GTP2 got wiped out/mostly become irrelevant with GP3, same for GPT3 wrappers with GPT4, same with....etc etc (and if we looked back at other platform shifts in history, we see the same thing play out in rhyming patterns)

    The surface area for things that wrap become smaller and weaker. Doesn't mean there isn't money to be made, doesn't mean there aren't great founder exits to be had, and doesn't mean there aren't good investments to be found. What it does mean though is one must really understand what is stone and what is sand. Most things are sand and will be washed away

    And here's the key, there are always gaps for companies to be built, even great ones. You simply have to navigate to white space that the agi model companies don't care about as much and find that surface area where the model getting 10x better can't do the work natively

    Here's a thought exercise. Imagine it's 2006/2007. You have the ability to put $1m into an independent company called AWS or Azure or GCP. Now, you also have perfect forward looking insight into the top 10 biggest venture backed startups built on AWS/Azure/GCP all the way to 2025. Where would you rather put your money, time, energy, and effort?

    One could Invest in one or all of those three mega platforms that power nearly every other company on the planet, or into those 10 biggest winners built on the new platforms. There is no right or wrong answer here fwiw, just inclination. Some people will be drawn to investing in apps for a variety of reasons, some people will be drawn to investing in the mega entities powering those apps. Each has pros and cons and both have their own version of upside, though obviously upside disproportionately skews to the mega platforms

    And the same goes for builders. Some want a shot at building something that could end up changing everything at once and become new bedrock for next layer, and some have see ways to use that new tech layer to solve more specific problems, perhaps with a discrete focus. No wrong answers, just viewpoints. We need both, though let's not confuse what is happening

    So, tl;dr - It is as it has always been. Which is also an inconvenient truth. Several super successful players chasing something immensely large, probably uncomfortably large, will end up being foundational tech for everything else in the world, thereby cementing a new platform layer upon which the next generation of interesting applications and narrower use-cases can be built. And hence, a new era is born

    History rhyming

    Mar 19 · twitter

    If you understand this post, you'll understand why BigCo needs to buy SmallerCo to do anything interesting after a certain point in time

    Past a certain stage, most BigCo are essentially PE holding companies bc they have lost the ability to build interesting things of their own

    When they get to this stage their treasury is their main asset and the people who embody the below are there to mostly eek out protectionist long-tails on the various revenue streams

    FWIW, this is actually correct career advice for normies to survive inside most BigCos and it's also why outliers never stay at BigCos unless they are in one something like 5-12 possible roles at those BigCos

    Oct 17 · bridgewater.com
    Helene Glotzer and Jason Warner appointed to Bridgewater's ...
    Helene Glotzer and Jason Warner appointed to Bridgewater's ...
    Oct 17 · usnews.com
    Bridgewater Adds AI, Risk Experts to Its Operating Board
    Oct 17 · finance.yahoo.com
    Bridgewater reshuffles its operating board - statement - Yahoo Finance

    Related Questions

    What is Poolside's main focus in the AI industry?
    How did Jason Warner's role at GitHub influence his career?
    What are some of the key projects Jason Warner oversaw at GitHub?
    How does Jason Warner's experience at Redpoint Ventures relate to his new role at Bridgewater?
    What are Jason Warner's main responsibilities as an Outside Director at Bridgewater?
    Jason Warner
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    San Francisco, California, United States