happy to see this—excited for intel, the US, and more AI capacity!

Interesting Tencent study on agents: "We realize that the LLM performance may likely be improved by a brute-force scaling up the number of agents instantiated." arxiv.org/abs/2402.05120

The best businesses are never born at the height of their own hype cycles: • Stripe (2009): Everyone was focused on social media • Coinbase (2012) Everyone was focused on VR • OpenAI (2015) Everyone was focused on IoT • Anduril (2017): Everyone was focused on crypto

AI enterprise map combined with their influence on the P&L Source: Translink Capital

The best enterprise software founders can map human processes to software and resist the enormous pressure to do the opposite.

Nietzsche asking the hard questions

AI is incredible at writing code. But that's not enough to create software. You need to set up a dev environment, install packages, configure DB, and, if lucky, deploy. It's time to automate all this. Announcing Replit Agent in early access—available today for subscribers:

I saw an earlier version of this a month ago, and it was one of those step-function moments when AI is doing so much that you can't quite believe it.

The rumors are true - SORA, OpenAI's AI video generator, is launching for the public today... I've been using it for about a week now, and have reviewed it: youtu.be/OY2x0TyKzIQ THE BELOW VIDEO IS 100% AI GENERATED I've learned a lot testing this, here are some new

Every. Single. Week. There's. A. Breakthrough. Do you realize this has been going on for 2 years straight?

I can't wait for Audible x AI voice models where you can interrupt non-fiction books to ask questions.

ERR (experimental run rate revenue) vs ARR (annual recurring revenue) is a really important distinction right now in AI. Lots of experimentation, and the industry is moving fast. The dust has yet to settle on where long term value will accrue "only 25% of AI initiatives have

And remember: the AI models you're using today are the worst AI models you'll use for the rest of your life.

Tons of SaaS categories have been constrained by having a low number of potential seats. AI Agents deliver the actual work to the customer vs. just enabling it, thus creating uncapped consumption upside. This makes many new vertical and departmental AI plays viable.

Jeff Horing has never done an interview like this because he’s too busy investing at Insight Partners. Despite having built a $100B investment firm, he feels like he’s as in the weeds as he was during the firm's early days. As he said, “My schedule is dictated by 24-year-olds.”

GPT 5.2 ran uninterrupted for *one week* and wrote *3 million* lines of code. The future is going to be awesome

We're only 15 days into the new year. - In 15 days, 3 Erdos problems were solved (GPT-5.2 Pro), - Grok 4.20 (pre-access) found a new Bellman function for one of the problems Prof. Vanisvili was working on, - The CEO of Cursor used coordinated hundreds of GPT-5.2 agents to

Moltbook might be the most wild thing to happen in AI since ChatGPT.

I'm being accused of overhyping the [site everyone heard too much about today already]. People's reactions varied very widely, from "how is this interesting at all" all the way to "it's so over". To add a few words beyond just memes in jest - obviously when you take a look at

APRIL IS GOING TO BE SICK GPT-5.5 CLAUDE 5 MYTHOS DEEPSEEK-V4