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Everything Stack After Agents: Hypothesizing. To-Do Lists. Agents. Applications. (Bonus: Visibility) First big boy post in a while. Felt good. Bit long. Over-confident. Thoughts appreciated. blog.sandhillmarkets.com/p/the-everythi…

I'd like to submit my application for Mullet Capitalist mascot Mario Gabriele 🦊 - couldn't find link on your site so figured I'd ping here

🚨LIVE: Venture Research Roundtable: Episode 3 x.com/i/broadcasts/1…

Before: “I fucking knew that would happen.” - me “ Yeah you did. You’re smart.” - also me Now: “I fucking knew that would happen.” - me “Did you though? Didn’t see any trade activity from you on that.” - Polymarket “Damn it.” - also me

Some of my best work

And here’s Margot Robbie to explain how quantum computation occurs in many parallel universes, in line with the idea that we live in a multiverse, a prediction first made by David Deutsch.

Mixture of Experts (2015, Pixar)

I love to see that AI infrastructure is a focus for YC after building in this space for the last few years. We need creative ways to do a ton of cheap inference, and the route I'm most excited about is building better rails for asynchronous inference

The deepseek saga was just the beginning of what's coming on efficiency gains and it's going to get a whole lot weirder... A friend recently introduced me to Biological Black Box ("BBB") who's hooking up living neurons in petri dishes to AI/ML models. They just beat classic

Benchmarks are the worst. Give us some SHOWMANSHIP for god's sake. We used to have AI play humans in chess on LIVE TV like it was fight night between Rocky and the Terminator. Idc about your model performance on some math club test. LeetCode 1v1 - losing agent gets deleted - GO!

Better than benchmarks. Also this should be live-streamed.

If YC is Harvard, HF0 is SAIL Dave is crazy in the way you need to be to make this possible and watching him build this from nothing in his own way has been nothing short of amazing Excited to see who their Airbnb or Coinbase will be Tell your fancy founder friends

These humanoid robot at home helper videos are dumb and unimaginative. I don’t want help folding clothes or carrying groceries. I want a robot to maintain a 1 acre plot of land 24/7 so that I can live on a farm without working on a farm.

Stonks Demo Day feels like yesterday! It had a different name back in the pre-seed days (front) but the same awesome co-founders. Congrats Bam and Adam!

As I walked shoulder-to-shoulder in an amorphous blob of AUM from one area to the next I had the distinct feeling of being herded followed shortly by the thought that YC is very good at this.

An example of an engineer who will not be replaced by AI

We're in the NBA Super Team Era but for VC. Pay out the nose for top talent. People say that's not how it works. Blah blah culture built from scarcity blah blah too expensive something something. Then the Super Team wins the championship.

Brexton work is good work! Worth a look:

I found Tella as a user making "how venture works" videos for a group of college kids in 2020. Watching Grant and Michiel survive, iterate, grow, and thrive has been inspiring both as a former operator and an investor. If you haven't tried it - you should - you're in good hands.