Suhail
@Suhail
Starting something new. Past: CEO & Founder @mixpanel
Pizzatarian, engineer, music maker
691 Following 445.4K Followers
This is not a drill. *10x stronger* than fentanyl.
I am just sharing it widely because I find this kind of thing very concerning and it's getting almost no attention.
A new synthetic opioid, cychlorphine, up to 10x stronger than fentanyl, has reached SF— and it doesn't register on fentanyl test strips. It has already taken the life of a 16 year old San Franciscan.
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Yep. It’s so early.
This slide from @flappyairplanes’s talk at Sequoia’s AI Ascent is pretty cool.
For those working inside any one circle, it generally feels fairly obvious that the application of AI to that industry has a large TAM. But the birds-eye view is still striking -- we are quite early in the diffusion process, and many high-TAM surfaces remain ‘unsolved’
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After that it’s offload, offload, offload.
Engram tables in DSV4.1 are super cool! Everything is just compression, compression, compression. After that, it's all caching, caching, caching.
Do you train your own transformer-based model for real-time credit underwriting? @Affirm does. Pretty damn cool, if I do say so myself.
If you do > 1B tokens a day in batched api requests with OpenAI or Anthropic, would love to talk to you to learn about ups/downs of implementing batching.
DM
This will happen to Inference
One data point in technology making everyone richer: the cost of lighting has decreased by over 1000x.
1/ The FDIC just approved @Mercury Bank, N.A.'s application for deposit insurance.
One step closer to opening Mercury Bank!. There is still work between here and opening Mercury Bank’s virtual doors, which should happen in 2027.
I started Mercury in 2017 because I wanted to build the bank I wished had existed when I was running my previous companies. Going from a fintech with bank partners to a tech company with an actual bank has been the vision from the beginning.
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Out of curiosity, how does one build something that coordinates 10K AI agents to solve a single problem?
Need 256 B200s/B300s stat. Cannot wait till next month. DM.
The entire Remote tab inside ChatGPT is its own product, company category, and business. To bury it inside a chat ai app is a blunder. It’s also very buggy!
This is my desktop now.
I have 7 random text edits holding prompts for my agents for different situations. Surely, this is not the future and a sign of how early it is.
Cannot. Keep. Up. With. All. These. Models.
Just make great things. Find your moat later.
the models have no moat (OpenAI, Anthropic, XAI)
the IDEs have no moat (Cursor, Windsurf)
the harnesses have no moat (Cognition, Factory, LangChain)
the app builders have no moat (Replit, Lovable, Bolt)
the wrappers have no moat (Harvey, Abridge, OpenEvidence)
the inference providers have no moat (Together, Fireworks, Groq)
the voice layer has no moat (Sierra, Decagon, ElevenLabs)
the data labeling companies have no moat (Scale, Surge, Mercor)
the AI infrastructure has no moat (Baseten, Modal, Railway)
the neoclouds have no moat (CoreWeave, Lambda, Crusoe)
the generative media companies have no moat (Runway, Higgsfield, Suno)
apparently nobody in AI has a moat
except the venture firm ☠️
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Are you using DeepSeek V4 Flash in production?
If you have a agentic coding app that has users but never quite reached scale due to competition, I’d like to potentially buy it.
Pls dm.
Pizzamaxxing for my birthday this week.
In NYC next week - best new bar/pizza in the last 24 mo?
Are there competitors to OpenRouter?
