Top AI vendors in Oct 2025 Enterprise vs startups

General AI is actually getting dumber that costs founders more time and mental load to make decisions at speed.

Love the founder energy in SF.

Avoid traveling between 2 events from 5:45pm to 7:00pm in SF.

Most AI startups will go bankrupt within 18-24 months. After reviewing hundreds of AI startups' financials at Hustle Fund, I'm seeing a sustainability crisis that nobody's talking about. The numbers are brutal. 🧵

In SF, completely writing off anyone who’s hardworking and ambitious can cost you many millions of dollar.

An AI agent just pitched me two fake fintechs in the category I’m building.

Has anyone in Vancouver questioned why we’re going past 40+ floors when the resident ROI on risk, safety, and livability may drops off long before that? SF has more people but fewer towers. Will the HK fire change how YVR thinks about building height?

For any early founders exploring accelerators, this is my latest shortlist: • @HF0Residency (SF) • Y Combinator (SF) • South Park Commons (SF/NYC/Bangalore) • Founders Inc (SF) • @Seqoia Arc (US/EU) • Pear VC PearX (SF) • @Neo (SF) • Conviction Embed (SF) • @VillageGlobal

Founders: when was the first time a real ICP — not a friend — understood your problem space on a second quick chat and said yes as an alpha user/design partner? After months of talking to founders, that moment really lands.

Your startup’s lifeblood isn’t just money — it’s the signals that tell you whether you’re gaining momentum or heading toward a cliff.

Who are the best early stage founders out there? I'm writing pre- seed and seed checks. Willing to be the first one in, will make sure you have a fantastic next round (I work with all of the top investors in the valley). I write 3 checks a quarter so you know I'm focused on

Some investors still think AI is a fad or bubble. Let them stay in their own bubble.

Turns out “software engineer” and “product builder” are different. One executes specs inside an existing system. The other builds products from 0 to 1.

Claude Code can now replace every software engineer who's a task rabbit, not a builder.

100%

Shipped in 4 days what could've taken months. Another half day to fix server issues and document learnings. Don't let anyone or anything get in the way of you building.

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If you're new or looking to get more connected to SF tech: bookmark these 45+ irl events 🗓️ A list of what's happening this week (Feb 23 - March 2) ⬇️

Enjoy building with Claude Code and Claude, but today it's not the day. Still got a lot done. It's just... my expectation has changed. No time to waste.