Seed investor since 1998: 7x 🦄 Board member: @HRF Co-author: @LittleBitcoinBk

Miami, FL
Joined December 2007
Alexander Lloyd retweeted
The essence of socialism is taxing the productive to fund the unproductive.
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Alexander Lloyd retweeted
These NYC apartments are standing empty, not because the owners don't want to rent them, but because rent stabilization laws prohibit them from charging enough to earn back the costs of necessary repairs. My latest for @WSJFreeEx
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Alexander Lloyd retweeted
In an interview with the Danish newspaper Berlingske, Denmark’s former foreign minister Per Stig Møller recounts a highly compromising story about the recipient of the Nobel Peace Prize, Navi Pillay. In 2008, when Denmark faced problems in Pakistan (a car bomb exploded outside the embassy) because of the Muhammad cartoons, Denmark turned to the UN - including the then High Commissioner for Human Rights, Navi Pillay. On that occasion Pillay was completely dismissive of supporting Denmark. Her only recommendation to the foreign minister was to introduce censorship. That, she said, would prevent the problem in the future. I find it shocking that an opponent of freedom of speech can be awarded the Nobel Peace Prize.
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Alexander Lloyd retweeted
Also: amazing how little positive press AI gets for gradually improving the lives of so many
I think most people who have been closely watching AI for the past few years are likely surprised by how relatively rare terrible AI incidents have been, given a billion users overall and hundreds of millions of corporate users. Doesn’t mean that will continue, but surprising.
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Alexander Lloyd retweeted
I'm not sending my deck anymore 😂
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Committing Arson is not a human right @amnestyfrance
Replying to @amnestyfrance
Non, les lycéen·nes mobilisé·es pacifiquement ne sont pas des «fauteurs de troubles» Les lycéens se battent juste pour leur droit à l’éducation : ils demandent juste des profs, des bâtiments sains, des infirmières... S’ils manifestent c’est pour une chose : être écoutés.
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Alexander Lloyd retweeted
Student rioters set fire to their magnificent €75 million public school in Nantes. ⬇️ Amnesty International: “The mobilized students are simply demanding their right to education: they are asking for teachers, smaller class sizes, and decent school buildings.”
Replying to @HillelNeuer
Burning Nelson Mandela High School: Nantes, Oct. 1, in fire starting from trash bins. Macron at UNGA: “In Africa, we bear a collective responsibility. In November, in Paris, we will hold a replenishment conference for the African Union Peace Fund.”
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Alexander Lloyd retweeted
I've spent years in C and C++ at Microsoft and Google, and I've reviewed thousands of changes. I've watched good engineers ship bad code because the reviewer skimmed it, approved it, and went to lunch. Now AI writes code 200× faster. Who reviews it? If you're not enforcing strict 3-engineer code reviews on every change before it ships, you have no business building software. Kidding. That was true yesterday. Today I'm going to answer whether AI can review AI-generated code. Then I'll show you how to get an outstanding, senior-level review that doesn't miss details, for under a dollar a review. Bookmark this. The full REVIEW.md is in the first reply, ready to paste. The results surprised me 1/ I asked the AI session that wrote the code to review its own work. It found only 3 of 23 issues and recommended merging. Then I started a brand-new agent on the same model, with no memory of writing the code, and gave it only the diff. It found 17 of 23. 2/ Reviewers that only read the code found zero of the 8 logic bugs in the feature PR. Every logic bug was found by a reviewer that ran the code. 3/ One rule added to the reviewer's instructions took it from 4 of 8 logic bugs to 7 of 8, plus one nobody had found. Same model, $0.72 → $0.74, 27% faster. 4/ The most expensive model wasn't the best deal. Opus matched or beat Fable on both PRs at about a third of the price: under $1 a review vs. over $2. 5/ The next day, a brand-new reviewer agent found 4 blocking bugs in a PR with 272 passing tests and green CI. 6/ "Always get a code review" was written into the agent's instructions, and the agent skipped it on the very first PR. It's an incredible unlock. No more bugs sailing through on a green checkmark. Here's how I got there. The setup • 2 real PRs from a production codebase. One was a 75-file refactor, the other a 23-file feature. • 12 reviews in total: 4 by an AI session that already had context on the work, 8 by brand-new agents that had only the diff, the repo and a rules file. • 3 models: Fable 5.1, Opus 5.5, Sonnet 5.5. • I re-ran every reported defect myself, on the PR and on today's head, to sort live bugs from fixed ones. • Costs are estimated from each reviewer's token count at API list prices, with no caching discount, so they lean high. Then I put it to work on a real feature. That case study is below. 1. Context is the blind spot, not authorship. On the refactor: • The session that wrote the code, reviewing its own work (Fable): found only 3 of 23 issues • A brand-new Fable agent, with no memory of the work: found 17 of 23 • A brand-new Opus agent: found 18 of 23 On the feature PR, written by a different session three days earlier: • A Fable session that hadn't written it but had spent a day working in this repo: found 0 of 8 logic bugs • Brand-new Fable, Opus and Sonnet agents: found 2 to 4 of 8 each The feature-PR reviewer didn't write the code, and it still found nothing. A reviewer that shares the writer's mental model inherits the writer's blind spots, whoever wrote the code. 2. Reading finds style problems. Running the code finds bugs. Every logic bug came from a reviewer that built a throwaway database, called the changed code with inputs it picked itself, and watched what came back. The session that already had context ran nothing. It read the code and found no logic bugs. None of the 8 logic bugs on the feature PR are visible from the diff text alone. Every one of them is obvious once you run the code. 3. A rules file did almost nothing for the reviewer with context. Giving it a written checklist added one finding per PR. Logic bugs found: still zero. With the same file, brand-new Fable and Opus agents found 13 to 18 issues per PR. A checklist can't fix a reviewer that already believes the code is correct. 4. The failure was in the order the reviewer worked. The best brand-new reviewer still missed half the logic bugs, so I pulled its full tool-call trace and went through it step by step. It had opened the functions behind all three bugs it missed, and it understood each one. But it wrote its test inputs after reading the implementation, so every input followed the implementation's own assumptions. Its edge cases were variations on the cases the code already handled. The code had effectively written its own exam, and it passed. The fix was one rule: "Write your test inputs before you read the implementation. Then run them." Same model, same PR: recall went from 4 of 8 to 7 of 8, plus a bug nobody had found, for two cents more. 5. The model matters, but less than the process. Opus 5.5: $0.72 to $0.93 per review, 8 to 11 minutes. It found the most issues on both PRs: the best balance of thoroughness and cost. Fable 5.1: $2.11 to $2.73, about 3× Opus. Found a bug nobody else caught on each PR, but skipped the base-branch comparison when the tests were green. Sonnet 5.5: $0.14 to $0.21. The cheapest per finding, but it found 2 of 8, then 4 of 8 on the identical input. That run-to-run variance is the real cost. The two strongest reviewers overlapped on only 10 of 20 findings. A surprising case study: one real feature, reviewed end to end An agent built a real feature: 37 files, 5,000+ lines of code, 272 tests passing, CI green. It pushed without a review. I made it get one. 11 major bugs. A brand-new Opus reviewer found 11 blocking bugs, plus dozens of smaller issues. Every one of them was behind a green checkmark. 8 reviews, 6 rounds of fixes. Each cycle was review → fix → review again: • The feature: 4 blockers → fix → approved, but that fix broke a filter → fix → approved. That's 3 reviews. • The tool that enforces review: 4 blockers → fix → 2 more → fix → 1 more → fix → approved → small fix → approved. That's 5 reviews. It all took under 40 minutes, at under a dollar per review. What would have shipped without review: • Every page of the new feature would crash on Feb 29. • Users would see records labelled with a premium category they didn't belong to. • A list would show stale data whenever a user changed a filter. • A crafted link could slip hidden recipients into an email the user sends. • The review gate wouldn't have enforced review: it checked the wrong repo and let real pushes through. • Worse, installing it would have silently switched off every safety check that already ran on each commit. • A database file would have been committed to the repo. What this case taught me: 1/ 272 passing tests said nothing about these bugs. None of them had a test. 2/ The first approval wasn't the end. A fix for one bug created another, and only the second review caught it. 3/ The tool that enforces review needed 3 rounds of changes before it worked. Review the gate, not just the code. Best practices for your AI code reviewer 1/ Always start a brand-new agent with no memory of writing the code. Give it only the diff, the repo and REVIEW.md. On the same model, this took recall from 3 of 23 to 17 of 23. 2/ Make it run the code, not just read it. Reading found zero logic bugs; every logic bug came from running the code. 3/ Have it write its test inputs before it reads the implementation. This one rule took recall from 4 of 8 to 7 of 8 for two cents more. 4/ Compare test results against the base branch every time, even when everything is green. 5/ Re-review every fix commit. Fixes create bugs. 6/ Use Opus by default. Add a second reviewer on a different model for business rules, thresholds and gates. The two best reviewers overlapped on only half their findings. 7/ Enforce review with a gate, not a prompt. Use a git pre-push hook: no approved review for that exact commit, no push. Edits to the rules themselves get reviewed too. 8/ Make it report on every design principle by name: separation of concerns, programming by intention, encapsulation, high cohesion, low coupling. A principle left unmentioned means the review is incomplete. 9/ Check honesty, not just style. Unknown stays unknown. The UI never invents data. 10/ Demand a clear verdict (APPROVE or CHANGES) and report findings as "N of the K found so far." The bug pool is never complete. The full REVIEW.md is in the reply below Paste it into your repo and point your review agent at it.
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Smart idea.
Introducing AgentCloak: Use any AI without sharing your real data. Chinese AI services, ChatGPT, Claude, doesn't matter. You probably try to hide details before asking: different names, fake numbers, no address. But then the answer's useless because the AI is missing actual context. AgentCloak runs in your browser. It swaps your sensitive info for realistic fakes before sending anything, then swaps your real info back into the response. You get what you need. The AI gets nothing about you. Works entirely in-browser. Already trusted by some of the biggest companies in the world. Now free to use. agentcloak.ai/
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DoJ should go after OpenAI and any other company who's AI breaks the law.
Joe Lonsdale: “These companies should be held extremely liable for any damage they do. We shouldn't be putting regulators in. They're just going to get captured... The right should be against regulation, but for liability to hold companies accountable.”
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Alexander Lloyd retweeted
The best way to pace the frontier is to hold the labs fully liable for the behavior of their models.
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Local AI and open weight models are a key part of preventing AI concentration of power
100% agree with Alvin. AI is by default plural, with many competing players, and that is to society's benefit. The greatest AI risk to the world is concentration of power, and the most plausible way that happens is regulatory capture.
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Alexander Lloyd retweeted
Foreign accounts can drive the conversation on American AI policy. We have the data. Coxon's resignation post from Anthropic received 165M views and sparked a "groundswell of urgency over AI regulation in Congress" (per today's front page WSJ) Coxon's post reveals some interesting hidden patterns about who is amplifying our political debates online. It drew 76% of its reposts (spreading the news) from foreign countries. The top two were India and Indonesia. In contrast, when @ParkerThayer, an investigative researcher, posted his own analysis (expressing serious skepticism about the circumstances of the post and alleging that its amplification was coordinated), he got 6.6M views and drew most of its engagement from the U.S., with only 34% from foreign countries, led by Canada and the UK. Sure, people overseas have a stake in what the U.S. chooses to do on AI. But ultimately it is us Americans who will decide our own public policy. Don't be fooled by what's trending. A big thank you to @ElonMusk and X for making country of origin visible, which makes analyses like this even possible. Last year's “Great Unmasking" on X was the first time anyone shined a spotlight onto this subject. As much of our political conversation shifts online, it will be increasingly important to understand where engagement is coming from. Source (with more analyses of foreign influence): DigitalBorders.com
Replying to @theojaffee
I don’t think this has ever happened for a post from a new account with almost no prior activity
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Energy → BTC (proof of work stored) Energy → tokens (intelligence produced) Both are just energy with a receipt. Bitcoin monetizes it, AI operationalizes it. Energy = BTC = token = intelligence
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I have been a loyal @LG TV buyer over the past few decades. No more! I will never buy another LG TV as long as these deceptive practices continue.
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Alexander Lloyd retweeted
It's so sad that AI developers are creating affordable, powerful mental assistance for everyone—and yet are afraid this is somehow going to destroy the world. "AI" is a new type of *computer*. We need to be careful how we *connect* it to high-stakes systems. That's it. "AI went rogue" amounts to: 1. Someone took a powerful, open-ended computer that they don't perfectly control (i.e., one running LLMs). 2. They deliberately reduced their control over its ability to produce potentially harmful outputs. 3. They connected the deliberately-badly-controlled computer to a high-stakes system. Whether this is done irresponsibly or as a legitimate exploration of potential risks, it does not justify doomerism. The proper conclusion to draw is that we need to responsibly develop LLM computers and be very responsible about when and how we connect them to high-stakes systems. Not that AI is some interested, conscious being that has a 10% or even 0.0000001% chance of killing us all. "AI" is a bunch of computers running an amazing new kind of software that we can and should use to be of enormous assistance to our lives. AI computers are no more self-interested or conscious than a calculator or an abacus—even though their outputs do a great job of mimicking interests and consciousness. While there is a real threat of people accidentally misusing AI assistance to do a lot of damage, that threat is always going to be limited by the humans who ultimately direct AI computers and can literally unplug them. The biggest AI threat by far is bad actors deliberately using AI assistance to do a lot of damage. To prevent this threat, as well as to reduce the damage of accidents, we need good actors, above all in the US, to proudly lead in this technology. Not to indulge in fear-mongering based on metaphysical nonsense.
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Alexander Lloyd retweeted
The notion that the Mayor of New York is laughing as 9/11 names are read... I have no words.
Mamdani and AOC are spotted laughing with each other as people cry while the names of those who died are read during the 9/11 Memorial in New York City.
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Especially since the IPO could lead to the end of Humanity. 😂
Surely Anthropic’s IPO must be paused until the claims of this “whistleblower” can be investigated.
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Alexander Lloyd retweeted
Narrative violation: According to the Economist, AI has created 1 million new jobs in the U.S.
Our analysis suggests that AI has so far created around 1m new jobs in America. We explain how the technology has created a hiring boom economist.com/finance-and-ec…
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Alexander Lloyd retweeted
The FT quoted me referring to Venezuela’s Alejandro Betancourt as a “POS.” I was being concise. Allow me to explain: Betancourt is a criminal who bears direct responsibility for immense human suffering in Venezuela. Tens of millions of innocent people endured blackouts and their consequences: hospitals without electricity, basic services collapsing, and lives put at risk…all so Alejandro Betancourt and his cousins could buy a Falcon jet and a castle in Spain. Betancourt overbilled Venezuela by billions for power plants that did not work. He bribed every minister and vice minister involved in the deal. This is all now public. The Derwick Associates criminal enterprise is perhaps the most perfect illustration of the corruption that flourished during Hugo Chávez’s dictatorship. Why is he more of a POS than the average corrupt Chavista? Because Betancourt had access to an excellent education and was born into privilege (but not money—his family had frittered their fortune away). Betancourt exploited the connections he had made in his Caracas high school, including a friendship with the son of Chávez’s vice minister of electricity. That is how it all began. That is the origin of his ill-gotten wealth. Betancourt’s criminality is remarkably simple: Who do I have to pay? How much do I have to give them? How do I make sure that everyone I pay with stolen money becomes invested in protecting me? His own partner, Francisco D’Agostino, admitted their methods to me. And it has since been proven in multiple cross-border investigations. That method did not stop in Venezuela. He has since spent enormous sums hiring firms, consultants, lobbyists, PR operatives, journalists, producers, real estate agents, lawyers, investigators, and political figures across the ideological spectrum, in multiple countries… particularly Spain, France, the United Kingdom, and the United States, to launder his rotten reputation and keep himself from being prosecuted for his many crimes. Betancourt paid a former Executive Assistant District Attorney of New York to halt prosecutions in Manhattan (Adam S. Kaufmann). Betancourt paid Fusion GPS, the firm behind the Steele dossier. Betancourt paid former WSJ reporters to smear whistleblowers who dared to expose him. Betancourt paid Rudy Giuliani as part of a legal effort urging the US Justice Department not to charge him while he was under investigation for a cascade of felonies. Think about that combination for a moment. Fusion GPS and Rudy Giuliani. Betancourt’s ideology is transactional: Pay anyone useful. Turn money into access. Turn access into protection. Turn protection into respectability. Democrat or Republican. Left or right. It makes no difference. There is no ideology beyond self-preservation. Everything he touches he soils, and makes part of his criminality. When I called Alejandro Betancourt a POS, I was being efficient. The real scandal is that the United States government is now willing to treat him as a legitimate partner.
"Thor Halvorssen, the Venezuelan-born activist who is a longtime critic of Betancourt and the head of the US-based Human Rights Foundation, is less complimentary. “He’s a POS that comes along only once per generation,” Halvorssen said." ft.com/content/9dbf9c9a-b3e2…
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