dear people writing Sequoia’s obituary after yesterday’s news: what the hell are you smoking? adaptation and focus are really good and necessary things. i think these guys + gals have earned more than enough credit for knowing what they’re doing.

The consistent advice is, "don't hire big tech execs" The fundamental problem is that they've been RL'ed by an environment in which success is measured by headcount. They will make your company bloated and ineffective because in their experience, that's what success looks like

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Day 3 of our week of launches: Connected accounts + authenticated browser access. Grep already includes over 100 data integrations out of the box - no logins needed. But as our agents took on more automation, it became clear that customers needed a way to add their own integrations, APIs, and even internal tools with no MCP or API connection. That's why we're excited to team up with @composio to bring over 1,000 integrations to @GREPdotAI for all your favorite SaaS products, including Gmail, Calendar, Outlook, Notion, Salesforce, and much more. Customers can also add their own custom APIs and MCPs to Grep's agents for tools without a built-in integration. But not every product or application has an API or MCP, like internal tools, legacy software, and government-run databases. For those use cases, we're also launching authenticated browser access for agents. Just log in to any web app once, and we securely store your credentials in an encrypted vault so your agents can use the application for automation. If you don't want your credentials stored, you can also log in manually every time the session expires. Now, Grep agents can automate any online application or website and access any online data source, reducing the repetitive work that slows down your business. For example, a customer onboarding onto a fintech might hit a manual review step because a compliance screening alert flags their name as similar to one on a sanctions list. An agent can pull compliance alerts from a case queue in Salesforce, log in to a legacy screening solution like Nice Actimize to disposition the alerts using deep research and Grep's data integrations, and then send RFIs to customers via email when there isn't sufficient evidence. Check it out at

Turns out @ycombinator is the YC for DC. That's one of my biggest takeaways from this great conversation with @Airbnb Cofounder @jgebbia. YC was transformational for Joe and Airbnb. Now he's bringing that same mindset (e.g. get close to users, question conventional wisdom, move quickly, build things people love) to Washington. The opportunity is bigger than better government websites. It's about redesigning the user experience of being a citizen. YC has changed technology, business, and culture. It's fascinating to see that impact extend into government, too.

Vote NO on prop 40 in California. It's an asset seizure on money that doesn't even exist and will kill the tech startup industry which is literally the only economic game in town for San Francisco and Silicon Valley. Then, the tax will come for you. You'll see.

Gary McCoy, candidate for Supervisor in San Francisco once organized a counter protest against a group of Mom's whose kids were struggling with drug addiction. I mean, what kind of person does that? @GrowSF @garrytan

every single thing we did during YC to scale from 0 to $1M ARR (now >$12M ARR) - in-person events and connections. your first ever customer is probably someone you know or someone who’s one intro away - there’s truly no playbook here, it’s just pure hustle and doing things that don’t scale: saying yes to everything, telling everyone you know what you’re working on + not being afraid to pitch something that isn’t fully built out e.g. "selling the vision" - reach out to every single person you know without asking for anything, we call it “warming up” relationships. someone just wrote a really great post? reach out and tell them that! how many people reached out to you this week without asking for anything? it’s insane how many doors opened for us by doing that over and over, and how often total strangers connected /referred us because of it - be everywhere, all the time. the entire team was commenting on and liking every post from our ICP, over and over. it was obsessive. we started getting demos from big logos just by doing that. it worked so well that we productized what we used to do manually into Watcher: watch every single person and company via filters (even if you don’t know exactly who they are yet) - find your “one”. instead of trying to scale right away, find one single person and meaningfully make their life better. once you find your “one”, you can reverse-engineer your way to similar profiles that match their ICP and go after those. we found our one, built a lead list of lookalike profiles and focused on getting calls with them - post, post, post, and get the entire team to post. if you’re starting from 0, you have to “engineer” your content. once we had our lookalike lead list, we started programmatically looking at what content our target accounts were engaging with and built our content plan around that go after the low-hanging fruit: download all your LI connections + connections of close partners/investors, enrich all of them, find warm paths, put them all into Watcher so you can track in real time every time one of them moves to a new company that fits your ICP there’s so much low-hanging fruit out there that we started helping other startups set up these workflows the benefit for us is that most of them run on data (Crustdata) and our hope is that these companies grow and scale their usage with us after we help them set things up

10x a year for 3 years? I've seen a lot of growth, and that is truly exceptional. It's not unusual for startups to grow 10x in a year, but to keep it up for 3 years is close to unheard of. That's 1000x.

1) Trying again. 
TLDR: Everyone can win. Open-source, frontier labs, infrastructure, applications and most importantly the American people.   I understand all of the jitters about Anthropic losing share, real rates, spreads and second derivatives. Still think the most likely future outcome is a hybrid, multi-model future where almost everyone wins, open-weight tokens are likely the overwhelming majority of tokens, the dominant frontier model companies still do well albeit perhaps not the outcome that seemed possible in May and AI infrastructure/applications benefit immensely from the increased fragmentation, competition and lower margins at the model layer.   Lower margins at the model layer mechanically drive higher compute demand as long as someone is willing to pay for the training. And Jensen is obviously willing to be the “trainer of last resort.” As below-market compute contracts signed in 24/25 roll-off and reprice higher, cloud and neocloud revenue should continue to accelerate which will help address financing fears; I think we may be near peak external financing for this buildout. Noteworthy that using data from 3Fourteen Research, B200 clusters will generate a 37% IRR *if* their rental price declines 40% per year. Prices are still going up, but that IRR math is too ridiculous to print. 37% IRRs available at scale should get funded. Re: this weekends controversy about MOUs, Anthropic’s $413 billion of real contractual commitments sounds scary. Reality is that it works out to roughly $31 billion of annual cloud spend, which is easily internally financed given their reported ARR, and $161 billion of spend at Broadcom which will be financed by Broadcom and private credit. Continue to believe fragmentation at the model layer is the best outcome for ordinary Americans and humans everywhere. As I have said before, do not trust any 5-20 individuals to make the best possible decisions about the direction of this technology. I want as many AIs as possible to maximize the odds that they encompass the diversity of human values across the world and richness of human variation. And I want an AI that shares my own personal values. Safety, freedom and the maximization of human agency through democratization, distribution and diffusion vs. centralization. History has spoken on the dangers of the latter path. Finally, from my perspective anything that slows this buildout down is net positive over the long-term as the biggest risk and worst outcome is an *actual* overbuild. We are structurally short watts, wafers and increasingly capital. That is all good. God forbid we were still in ZIRP, TSM ramped capex to 3x their current plan and we weren’t short turbine blades: there would almost certainly be an overbuild and a bubble. That would be terrible. Slower and smoother for longer is better both for investors and for the world. A terrible cyber event is the most plausible near term bear case IMHO, but AI cyberdefense ramping quickly and I was happy to hear Sholto say that cyber probably becomes defense dominant in the near future.   Longer, threaded version follows:

Don’t take it from me, but instead listen to what @VP has to say - we need your talent to fight fraud and protect taxpayer dollars. Join @USTechForce and put your skills to work for the American people.

Announcing the beta release of the Pi API. We’ve partnered with companies across diverse industries to adapt our models to their robots and applications, from harvesting strawberries to assembling servers. Now we’re opening access to more teams.