someone asked me how to approach a fundraise.
i think this is how.
the best entertainment you can have is being offline.
I see so many people founding because they want to be founders.
Almost all lack a contrarian thesis for why the world should be different.
There are about a dozen companies that matter each decade and meaningfully shape how the world works.
You should generally optimize for contributing meaningfully to one of those.
Show more
this is wild.
3rd time in a row i’ve handed Claude a pile of transcripts, emails, and data of some situation and asked to guess if i'll get a yes or a no in some days based on that.
3/3 ✅
Never give up.
the game gets more interesting to play and to watch.
"to watch"
the narrative around tech is already fucked, and these mf are baiting everyone with « stop hiring humans »
congrats for your successful viral ad, and fuck you, from the deepest of my heart.
Show more
wait. wait. wait. any news on Greenland? 🇬🇱
it has been a while haha
two options for @nikitabier:
1. join @AnthropicAI
2. launch a new anonymous social app for high schoolers, sell it for the 3rd time in a row.
lets see.
BREAKING: @nikitabier will step down from leading product at 𝕏 but will continue as an advisor
happy people suffer by choice. sad people suffer by default.
1. why @joshm feels like some Silicon Valley folk using the first computers back in 1995 and wondering why there aren't many people using such magical boxes? lol
adoption takes time.
2. comparing AI Agents to Instagram is kinda weird.
- one is a tool to create content and connect with people and follow the culture (social-status-dopamine++)
- the other is an "intelligence matter" than has no clear UI or UX, some believe its iMessage, some believe its voice chat, some believe its another hardware, some believe its autonomous. AND there's nothing social in it, no dopamine, no status gain. using AI Agents today makes you the weirdo in the room (unless you're in SF), and ppl don't want that.
the future’s still bright. it’ll just take a minute. and that’s ok.
Show more
Hot take… isn’t it kinda crazy that nobody is really using AI Agents? I don’t mean software engineers or AI early adopters. I mean “college friends talking about it in group chat,” the feeling you got when everyone started using Instagram or TikTok.
These frontier AI models are *insane* (as are the harnesses & tool calls & the like). And every large tech co has an AI agents platform, not to mention all the YC startups doing vertical agents. Yet all of your friends and family outside of tech — who spend all day staring at their iPhones and get paid to work in browser tabs — don’t really care or find themselves using any AI agents yet.
Yes ChatGPT, Claude, etc. are extremely popular… but if you look at the engagement data the vast majority of people are still using these aI chat tools like a glorified Google + Grammarly. That’s why the AGI labs are all pushing desktop apps for Codex, Cowork, etc. so hard to non-technical ppl. And yes exceptions for lawyers and customer service but even those have some asterisks and exceptions to rule.
Look I’m not saying the ChatGPT moment for AI Agents is not coming… it most definitely is! Remember we pivoted from Arc to Dia precisely because we believe computing is going to be radically reimagined around these AI primitives. No doubt. But that’s my point: it’s just so surprising it hasn’t happened yet because all of the tech you’d need is there.
Again if you stop for a second and think about it… for all the press and money and hype and models and crazy ARR numbers… this “AI Agent” moment does not *feel* like the other breakthrough tech moments we’ve lived through (e.g. think the shift to Stories via Snapchat & Instagram, or shift to on-demand via Uber/Airbnb/Doordash).
Which is a long way of saying: if you can figure out the answer to “why” most people don’t care about AI agents yet (and have no enduring interest in using them) — especially since the models and harnesses are here and ready — the answer to that question will allow you to capture a lot of marketshare and make a lot of money in 2027.
Theoretically, the tech is ready for AI Agents to totally transform how we work and live our lives… but alas the general public dgaf… that’s the generational puzzle to solve for the next 12 months for anyone not working on the models themselves.
Show more
crypto had scam. AI has slop.
almost all real work is done in intense, focused, deep sprints. no distractions. limited meetings, and just real heads down pushing.
don't die. that's all what matters.
Supabase is now deploying >1m new Postgres databases every week
& that doesn't include read replicas
got this DM this morning.
so true.
lock in, making, studio, mush’
i’ve a lot to say about each of our investors, but i believe @davemorin 🦞 deserves his own post.
the first time i heard about Dave was ~5 months ago through this Stanford study ranking him as « the #1# angel investor in Silicon Valley by number of unicorn investments » ahead of Peter Thiel and Ronald Conway 🤯
and i was even more surprised when i knew that he’s actually deeply involved in OpenClaw 🦞 alongside @steipete, and i’m a huge believer in VC who build.
so i was like, let’s reach out to him.
i was surprised when he said yes.
it was very early, before the magazine, before the night show, before the buzzer, and before everything that’s coming next.
but it wasn’t easy though, Dave is probably one of the busiest people on the planet haha (you’ve got a better chance of catching the rarest pokémon on pokémon go than finding an open slot on his calendar 😂)
so it took us a while, but when i finally met him and @brit, i left even more excited.
we shared the same belief that technology will keep making the world better, and that media has way more value than any spreadsheet can measure.
so excited to have dave & brit on board ❤️
time to make tech fun, again.
Show more
