VCs waiting for another “web” or “mobile” shift might have it in AI today. It’s likely a generational moment but also lots of capital will be burnt. If you’re investing, bias more than ever towards technical founders. Especially LLMs need hardcore engineering to bring to market.

My family moved to the US when I was 8, but by the time I turned 20, my dad was still on an H1B (waiting to get processed for a green card). Once I turned 21, I would age out as his dependent, despite the fact that I basically grew up in the US. I thought I'd have to become a

Coding agents have crossed a chasm Somewhere in the last few months, something fundamental shifted for me with autonomous AI coding agents. They’ve gone from a “hey this is pretty neat” curiosity to something I genuinely can’t imagine working without. Not in a hand-wavy,

Underdiscussed topic, since the last gold rush, courtesy Bret Harte

British Embassy Washington Independence from the British crown is the most celebrated holiday in the world.

Big Seven Summer for AI

Is Google so cocksure that they are teasing the FTC with these de facto acquisitions gussied up as 'licensing deals'?

R-E AI Engineer In the limit, intelligence may implement AI software by soliciting requirements from stakeholders, but it can't replace it. My database or operating system won't *become* a purely statistical model, essentially ever.

Before joining Facebook, Jeff Rothschild was already a Silicon Valley legend, having co-founded multiple successful ventures including Veritas and pioneered groundbreaking infrastructure technologies. Though initially brought in by Accel as an advisor, he was so captivated by

Claude Code is All You Need When I first joined Anthropic I was surprised to learn that lots of the team used Claude Code as a general agent, not just for code. I’ve since become a convert! I use Claude Code to help me with almost all the work I do now, here’s how:

Call options all the way

companies go through periods of doubt and recalibration as they scale, even/especially after PMF. Conviction matters even more than ever — to help companies through the tough middle — perhaps a different class of s-tier investors is needed?

Sandeep Ramesh Build More Housing Fix Property Taxes End Parking Mandates Speed Up Buses Expand Fair Fares Support Corner Stores Slash Permit Fees

Disinfecting the feed

Request for YouTube channel: kids brainrot but actually secretly teaching them everything they need to know to do awesome in life Like Sesame Street for the 2020s

🔥 reporting from my friend Adam Bonica who is sadly no longer on X

Just throwing this out there, but buying distribution via acquisition is a weird look for a 3-year-old company with a lofty narrative and valuation.

The revenue from just the AI Labs (publicly reported figures from OpenAI and Anthropic), along with the public AI infrastructure companies, has already eclipsed all public SaaS revenue in 2024 (Nvidia's datacenter revenue drives most of the growth). It will almost double public

True fundraise story. Two rounds back, portfolio co CEO gets referred into legacy Sand Hill venture firm by an angel/advisor. GP there who doesn’t have much context on the company/market and hasn’t done a deal since the first Trump administration brings in 2 juniors. Mid pitch,

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