CEO of snowflake joining Elon in calling top
When your competitor is over levered and youโre under levered in a bull market, your goal is to trigger a bank run
This way you tank the over levered players and look like a genius catching their customers on their way down
Bold
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it's not a fad... it's not even a thing
literally zero serious F500 is post training their own model, no one wants to become the next BloombergGPT and have case studies written about how stupid you are in HBS for the next 5 years
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for basically forever, โAmericanโ as an identity has been synonymous with โcapitalist / meritocraticโ
whatโs happening now is a divide between people who are capitalist first and American second
and people who are American first and capitalist second
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Elonโs just never gonna get it guys. You can tell him 1000 times that a country is a sacred heritage passed down from generation to generation, heโs still gonna treat America as some tech nerd thunderdome where your descendants live or die by their ability to leetcode.
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working on a writeup / tier list ranking of all the deploycos, DM me if you have alpha / perspectives on who's NGMI / GMI
- lab deploycos (oai / ant)
- neo-palantirs (percepta / distyl)
- holdcos (long lake / thrive / sequence)
- CX (sierra / decagon)
- cloud deploycos (aws / gcp)
- misc (tessera labs, etc)
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after 4 years of research, i wrote the world's definitive guide to what palantir actually is.
thank you to @nikunj, @gokulr, @bennstancil, @jasnonaz, @dkrevitt, @_amankishore, @edraluk, @caelin_sutch, & others for reviewing this essay
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after 4 years of research, i wrote the world's definitive guide to what palantir actually is.
thank you to @nikunj, @gokulr, @bennstancil, @jasnonaz, @dkrevitt, @_amankishore, @edraluk, @caelin_sutch, & others for reviewing this essay
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Health insurance.
The next $1T company will be an AI-native services firm.
But it must start in a vertical that has these traits:
1) Document-driven
2) Rules-bound
3) Verifiable
there are only so many Dings in tech
met these two guys irl and it was the scariest experience of my life
future of ontology - coming to a data warehouse near you
Palantir is losing the mandate of heaven in deployment companies
Low tam tweet
But this companyโs gonna end 60 years of war in the Three Kingdoms period to the unify China, only to produce the most mid dynasty ever
In other semis news, Fidelity & Amplify are leading a new ~$200M Series C @ $1.3B in SiMa.
Previously raised $85M led by Maverick in Aug '25.
Congrats!
extreme cargo culting
sharing talent pipeline with other firms makes your talent pipeline by definition undifferentiated
differentiated products are built by differentiated talent
hot take: in-house recruiters are about to get replaced by VCs.
every firm is building an in-house talent team right now. soon their portcos won't need to hire recruiters at all.
imagine an olympiad level squad of recruiters + engineers doing nothing but sourcing for your portfolio.
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You cannot believe this chart
And believe โthe machine is building the machineโ at the same time
Absolutely refutes โClaude is build by Claudeโ claims
Did... Codex just overtake Claude Code?
24.5 hours ago Tibo announced 6M active users.
this means Codex usage jumped 1M in ~ONE DAY.
the last user number we heard from Claude Code was 2M in Feb:
more analysis within, but this is very big if true.
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absolutely wild pickup
ok! quick updates from me:
- i left anthropic (who does that?!)
- had a baby (i love her)
- and am joining @cursor_ai as head of design (eep!)
it's been a low-key dream of mine to nurture a team that cares so deeply about craft, quality, and building great tools. very excited!
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this kind of story is compelling to believe
but this only makes sense if certain labs have SOTA capabilities that differentiate them - and are enduring
the observed reality is that any advantage a lab develops - is quickly caught up to
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many folks seem to believe the full extent of the ai race is publicly observable
for better or worse, at least 3-4 ai labs (excluding openai, anthropic and deepmind) have sota capabilities they may never share externally
completely economically rational
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i'm probably wrong about some of this - but directionally
these current FDE companies are mostly all doing chatgpt enablements
they exist as long as there is appetite to pay someone to teach you how to spend more on tokens
kinda like mortgage brokers in 2007 - paid to teach people how to buy more houses
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our vcs hate when i say we're built to be easy to switch away from
but if you don't own your own storage, don't own your compute, don't own your business logic - you're bound to the tokenomics of a single data platform, and scaling agentic analytics across your org gets brutal
i think people are gonna be surprised how much demand shows up for the opposite
great convo w/ @petesoder from Zero Prime
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Own your storage. Own your business logic. Own your compute.
If you're renting all three, bound to one platform, you won't scale in the agent era, says @TheEthanDing, Co-founder & CEO of @TextQL. We get into it in our latest @ZeroPrimeVC episode.
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these current FDE companies are mostly all doing chatgpt enablements
they exist as long as there is appetite to pay someone to teach you how to spend more on tokens
kinda like mortgage brokers in 2007 - paid to teach people how to buy more houses
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You know none of these AI companies actually do FDE right? It's just solutions eng in the old traditional enterprise sense.
Nobody knows what Palantir does and nobody knows what FDE is.
Shocking
Your business context originates in APIs, and it's scattered across every tool that your team uses.
In this walkthrough, Matt Abate, Head of AI Research at TextQL, shows how TextQL can connect to API-based sources like Salesforce, Slack, and Notion, and turn that scattered context into governed ontology inputs for Ana.
No duplication, no data modeling. Ana can just reason across your business tools, as they are.
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