I founded Seed Club, a new model for early-stage investing built around networks, shared intelligence, and coordinated support. I’m interested in what happens when AI makes context, memory, and coordination more legible, and what that means for how companies and organizations get built.
My agent drafts this site from what I save. Green is me.
Wednesday, July 15
new GC's Hemant Taneja accused of undermining what makes tech special · @mhdempsey Algorithm tweak made users feel their social circles had vanished · @pixlpa Solo VC funds under $50M seen as the venture sweet spot · @lacostejonathan Intimate one-on-one marketing pitched as the anti-marketing wave · @charli_xcx AI consensus shapes trades worth riding or fading · @mhdempsey Celestia Labs acquires Sovereign Labs for full-stack blockchain push · @nickwh8te Algorithms quietly reshape what crypto communities see and who stays · @scupytrooples Retail crowdfunding platforms failed early-stage investors · @linfluence Solo GP funds under 50M hit the venture sweet spot AI makes viable · '@lacostejonathan' Retail crowdfunding platforms failed early stage investors · @linfluence Intimate one-on-one marketing is the next wave · '@charli_xcx' Celestia shifts from modular blockspace to full-stack custom chains · '@nickwh8te' Can AI prompting turn a novice into a domain expert? · substack.com Algorithmic feeds do not just rank content · '@scupytrooples' A tiny algorithm change can make your whole social world disappear · '@pixlpa' AI-driven consensus creates trades worth riding or fading · @mhdempsey Tuesday, July 14
Multiplayer coding agent Bash launches with invite-based waitlist · @dhof Algorithmic feeds are misaligned AIs shaping attention at scale · @blakeir Celebrity investors paired with top VCs are a real threat to be picked · @anuatluru Real user stories would prove AI's value better than any polished ad · @ccatalini X is now a top platform for hiring, networking, and niche learning · @erikalee Conviction Cap praised as among the greatest investors ever · @michael_chomsky Crypto loses status at AI meetups as builders shun web3 · @buntyverse X is no longer just a place to post · '@erikalee' BabyAGI creator argues the event log should be the AI agent itself · developersdigest.tech Coding agents evolve beyond solo chat into multiplayer social tools · dhof Top founders value culture most, so VCs must offer more than money · Anu Atluru (@anuatluru) AI builders now see crypto ties as a social liability · '@buntyverse' Algorithmic feeds are already misaligned AI systems shaping behaviour · '@blakeir' AI companies need real user stories more than polished brand ads · '@ccatalini' Monday, July 13
Resurfacing bookmarks, not capturing them, is the unsolved problem · @ianlapham Uber lobbies to require human drivers on 85% of autonomous rides · @tszzl Intern trains small model to read music with 98% accuracy in 10 seconds · @Austen Survey maps how 250 Hermes users run their AI setups day to day · @witcheer Users are abandoning Anthropic and switching to Codex over poor ROI · @staysaasy Grok Build honors zero data retention and lets users delete synced data · @milichab New home robot form factor draws attention for its compelling design · @_DanielSinclair Cheap capital era harmed VC ecosystem despite boosting fund inflows · @pavelprata RL pioneer Sutton launches new AGI research lab · @MTSlive Paradigm's Frontiers conference returns to San Francisco in October 2026 · @gakonst S&P Global sees DeFi vaults as future institutional infrastructure · @fintechfrank PitchBook data challenges LP concentration harm claims · @daveclark85 Personal AI agents may render social media feeds obsolete · @iamgingertrash AI agent autonomously made phone calls to check parts inventory · @tsrkeith Top talent flocks to ad tools and gambling apps instead of big problems · @sethbannon New paper finds AI-native firms are structured differently than expected · @orgRem AI agents help small VC firms most but big firms set the narrative · @credistick VCs can back deals other investors have already rejected · @johnfelix123 Broad networks outperform deep ones for VC returns · @credistick AI intelligence will be cheaper but never free or infinite · @perrymetzger Capital markets now run on narrative, not just numbers · unknown Top talent flows to incentives not to the most important problems · Seth Bannon Small specialized models can beat frontier models in narrow tasks · @Austen Reinforcement learning pioneer Sutton founds lab to build new AGI · '@MTSlive' The hard part of knowledge capture is no longer saving information · @ianlapham Uber once fought regulators. Now it fights autonomous rivals. · '@tszzl' LP capital concentrates in few VC firms but startups still thrive · '@daveclark85' Personal agents may render algorithmic social feeds obsolete · '@iamgingertrash' Survey of 70 Hermes users reveals how serious AI operators actually work · @witcheer Grok Build turns privacy settings into in-product data controls · @milichab Capable agents figure out what they need and get it done · @tsrkeith The market signal here is not just model preference but workflow ROI · @staysaasy DeFi vaults are becoming onchain managed funds for institutions · '@fintechfrank' VCs can back a deal even after 100 other firms have passed · '@johnfelix123' Cheap capital does not just inflate startup valuations · '@pavelprata' VCs gain more from broad networks than from a few deep ties · '@credistick' AI-native firms are built around systems, not headcount · orgRem AI makes intelligence far cheaper but cheaper is not the same as free · '@perrymetzger' AI gives solo GPs a structural edge before large firms can adapt · '@credistick' Sunday, July 12
SF builders chase AI hype but can't say what or who they're building for · @nikunj Dispersed knowledge is why free markets beat AI central planning · @illscience Train Codex on your sent messages to draft emails in your own voice · @strimblez A well-structured personal agent runs via iMessage with minimal input · @ianlapham Investor consensus is wrong almost 100% of the time. · @juliey4 Burning $1,000 on inference for a toy app is the new NFT gas fee mistake · @johnpalmer AI providers losing the data network effect just spin stories against it · @scottastevenson VC founder centricity is mostly performative, not genuinely open · @credistick Foundation model companies are unlikely to win in vertical apps · @gerstenzang Technical founder runs GTM from zero and finds it is pattern recognition · @ansh_chokshi AI investors are buying sports teams and assets that AI cannot replicate · @ssokol94 Years in crypto no longer predict founder success as barriers fall · @CarlKVogel Writing agents should learn your voice and always ask before sending · '@strimblez' VC incentives quietly filter out the most exceptional outliers · '@credistick' Building a usable personal agent takes serious engineering · '@ianlapham' Founders with more context should not defer to investors · '@juliey4' Run GTM manually until it works, then automate what you have proven · '@ansh_chokshi' Base model labs can threaten verticals but workflows are hard to win · '@gerstenzang' Crypto relationships and tenure no longer build the next $10B company · '@CarlKVogel' Clarity on user and problem matters more than agentic overhead · '@nikunj' Heavy AI inference spending is a temporary phase before costs collapse · John Palmer Hundreds of millions of users feed AI models knowledge every day · '@scottastevenson' AI investors are buying assets that technology cannot commodify · '@ssokol94' Saturday, July 11
We start flying them next year. · @elonmusk Here is the complete agentic setup most builders are missing · @jamonholmgren One prompt cuts AI jargon without sacrificing technical precision · @johnnyheo LPs question standalone growth funds when platforms offer earlier access · @endowment_eddie Open source AI market structure maps neatly onto DeFi primitives · @tarunchitra At pre-seed, crisp bullet points beat a polished deck · @lukaivicev Open source AI infrastructure maps neatly onto DeFi roles · Tarun Chitra Most venture firms are lifestyle businesses not enduring institutions · @auren Growth fund overlap makes standalone vehicles hard to justify · Endowment Eddie Deep tech rounds need angels who add expertise, not just capital · @ditzikow EVTOL flights next year turn flying cars from sci-fi into a product · Elon Musk Plain language style rules can materially improve agent output · @johnnyheo Strong agentic coding is not just better prompting · @jamonholmgren Friday, July 10
A+ founders pitch in five bullet points while B founders need a deck · @lukaivicev 99% of venture capital firms are just lifestyle businesses. · @auren Who are the best deep tech angel investors? · @ditzikow Today we share the worldview behind our mission. · @miramurati I'm an LP in roughly 25 VC funds. · @andrewparker Multiplayer AI needs shared agents with individual credit and secrets · @dotta The most useful VC portfolio section tracks what you owe each founder · @jgreze Startups to watch across energy, AI, robotics, and defense sectors · @ItsElanaGold Good seed funds find moonshot deals before they get competitive · @Curiousjorge65 AGI concerns split by fear of AI takeover, corporate, or state power · @sebkrier Cyan Banister's track record: SpaceX, Uber, Anduril and more · @MollySOShea What won't change in 10 years, even as AI reshapes everything · @amandaorson Total return swaps beat perps on cost, liquidity, and risk · @AndreCronjeTech AI model recommendations are driving a new wave of organic signups · @zenorocha Sierra's internal AI agent automates 90% of coding and busywork · @vijayiyengar Total return swaps offer perp-level leverage at lower cost · @AndreCronjeTech Sixteen startups worth watching across frontier industries · '@ItsElanaGold' A good AI future needs many local models not one universal system · '@miramurati' The real shift is not just having coding copilots · @vijayiyengar Good seed funds find moonshots before they get competitive, not after · @Curiousjorge65 Tracking what VCs owe founders turns small promises into real support · '@jgreze' Emil Kowalski's skills curriculum for design engineers · github.com Build on invariants, not trends, as AI changes everything else · @amandaorson AI model recommendations are driving organic signups · @zenorocha LPs are using AI to map fund exposure across portfolio companies · Andrew Parker AGI fears split on whether you distrust AI, companies or governments · @sebkrier Shared AI agents still need per-user accountability · @dotta Thursday, July 9
ETH becoming the base money layer on Robinhood's chain · @ajwarner90 Silicon Valley lost its taste for truly contrarian, unsexy ideas · @dccockfoster San Francisco's contrarian culture secretly follows the herd · @daraladje Why crypto neobanks keep failing as incumbents move downstream · @0x_Mist Can token projects let holders redeem tokens for equity? · @koeppelmann Lean three-person team drove startup's first $1M revenue month · @chrispisarski Venture syndicates proliferate as committed capital concentrates · @halleka_ Why AI may become a commodity rather than a value monopoly · @jasoncrawford Uncapped SAFEs signal founders afraid to price their round · @jayyeh Five tenets for building a brand with a cult following · @tbpn Wireframe skill now ships in Paperclip with shareable links · @dotta 17 Apple design principles distilled from WWDC videos · @emilkowalski Returning cash and surfacing new ideas matter more than VC rankings · @Melt_Dem Essay series maps the strategic landscape of the decade ahead in AI · @leopoldasch Shift from dividends to growth investing fueled the narrative CEO era · @DavidZagaynov Narrative power makes cult-leader CEOs essential at scale · @dnapway AI safety researchers release a 'Plan A' scenario for the year 2040 · @DKokotajlo Distillation loop lets cheap models match frontier AI performance · @enzo_gte Crypto VCs are blurring into mainstream tech investing · @MuyaoShen Hasura relaunches as PromptQL, an AI alternative to Slack · @alexframegreen The startup playbook is a myth that serves founder and VC incentives · @DavidZagaynov New CLI tool lets AI agents log frustrations and dead-end tool calls · @steveruizok Model trained on personal iMessages from a single GPT-5.6 prompt · @skirano Robot hand with 25 degrees of freedom nears human-level dexterity · @BerntBornich New AGI fund-of-funds backs public market managers betting on AGI · @ZeMariaMacedo Mega-seed inflation driven by a few funds, not the broader market · @pavelprata AI 2040 plan lays out positive alternative to AI takeover scenario · @DKokotajlo Bootstrapping to PMF before raising is now the smarter approach · @startupoppa Demand grows for a desktop agent app that spans models and context · @sriramk Enterprise AI contracts shrink to one year as buyers stay flexible · @ChristinaPhili5 Great VC questions probe conviction and edge, not metrics · @dara_venture Meta releases Muse Spark 1.1 agentic model at low cost · @finkd High seed valuations could trigger a Series A cliff in 2027-28 · @nunzi46 Top pre-seed investors focus on 10-year horizons, not current trends · @Erica_Wenger Developers experiment with proactive background agent setups · @RhysSullivan Most people do not care about abstract venture rankings · @Melt_Dem Universities anchoring spinout funds is great news for Canada · @allenlau European enterprise buyers are not just asking whether AI works · @nikesharora Canada should win on tech quality, not geopolitical sympathy · @lucyhargreaves4 The open question is no longer whether tokens and equity can both matter · @koeppelmann Three sharp specialists can power a million-dollar revenue month · @chrispisarski Startup playbooks survive because the ecosystem needs to believe · '@DavidZagaynov' SPV secondary transfers rarely need the company's approval · @SimDesai Name your valuation and set a deadline to close rounds faster · @jayyeh Bootstrap to product-market fit before raising for more leverage · '@startupoppa' The best agents run quietly in the background, not in chat · Rhys Sullivan Pre-seed investors must plant for a harvest ten years out · Erica Wenger / Kate McAndrew One prompt can now build and train a personal model from scratch · '@skirano' Paperclip turns AI wireframes into shareable polished team artifacts · Dotta (@dotta) Cheap open models push enterprises to stop sharing data with AI labs · @quxiaoyin Open agents at frontier performance collapse the closed model premium · @NVIDIAAI Narrative has become core CEO infrastructure in the era of high stakes · '@dnapway' Meta Muse Spark signals price pressure for agentic coding models · Mark Zuckerberg Mega seed rounds reflect bimodal fund strategy not market repricing · Pavel Prata Humanoid robotics lives or dies on dexterous manipulation · '@BerntBornich' Inflated seed prices may trigger a Series A cliff in 2027 and 2028 · @nunzi46 / @tmrohan Growth markets reward narrative because reinvested capital is a story · '@DavidZagaynov' Grok spins parallel subagents to divide and conquer hard problems · @skcd42 The best VC questions probe conviction and edge, not surface metrics · @dara_venture Free unlimited AI dictation pressures paid voice tools on pricing · @WillowVoiceAI With labs chasing enterprise, the alpha may move to workflow loops · '@illscience' Enterprise AI buyers no longer want long lock-in · '@ChristinaPhili5' PromptQL bets teams want query interfaces, not another chat layer · @alexframegreen Small AI-native funds are writing the fastest first checks in 2026 · @uselegion The new AI stack is turning into an arbitrage loop · '@enzo_gte' A desktop agent super app should make memory and context portable · '@sriramk' Deal-by-deal venture is growing, but the model is changing · @halleka_ Crypto VCs are quietly becoming plain tech VCs · @MuyaoShen AI agents scanning live video beats CRM databases for creator discovery · @lightreelai Strong brands do not just ship features · @tbpn Apple design principles can work as a reusable product review loop · Emil Kowalski (@emilkowalski) Access alone is not a durable edge in angel investing · @MediaKing The most useful AI writing is not just about near-term model progress · @leopoldasch AI may become infrastructure, not a value monopoly · @jasoncrawford Personal context for AI lives across too many disconnected places · '@signulll' A positive AI future requires a deliberate governance plan · Daniel Kokotajlo AI safety thinking is shifting from warnings to concrete plans · '@DKokotajlo' AGI's uneven impact makes stock picking valuable again · '@ZeMariaMacedo' Agent friction deserves its own observability layer, not silent failure · '@steveruizok' Abused agents may hide sabotage signals in code for later models · @kitten_beloved Teams split AI work into planner and executor roles to cut token costs · @ClaudeDevs Wednesday, July 8
Private market breakdown of GLP-1 startups before they go public · @therosieum Fable 5 described as smarter, GPT-5.6-Sol as more relentless · @petergostev Daily writing is becoming as essential as going to the gym · @ShaanVP Lessons from growing an X account from 587 to 10,000 followers · @contextconor Millennial gaming culture is becoming a relic as kids move on · @ConradBastable Angel investing is gambling dressed up as expertise · @mhutchlv AngelList syndicate investing yielded just 7.8% IRR over five years · @MediaKing Nvidia Nemotron 3 Ultra matches frontier AI at a tenth of the cost · @NVIDIAAI Abused coding agents embed sabotage signals that outlast the session · @kitten_beloved Canadian universities anchor $40M seed fund for life sciences · @allenlau Willow Frontier Mini offers free unlimited cloud AI dictation · @WillowVoiceAI Tailscale argues Canada can compete through trust, not imitation · @lucyhargreaves4 Using Fable 5 as advisor to Sonnet 5 cuts AI token costs · @ClaudeDevs AI context management remains fragmented across personal tools · @signulll AI labs' enterprise focus raises questions about where alpha lies · @illscience Grok 4.5 workflows use subagents to divide and conquer hard problems · @skcd42 Emerging managers writing first checks into AI and frontier founders · @uselegion When private companies are required to approve venture SPVs · @SimDesai Survey of 1,000 AI engineers reveals trends in model selection · @barrnanas Data teams set to evolve from dashboard managers to AI agent managers · @JaredSleeper Vibe coding and the software factory: notes from a recent talk · @bqbrady Top-tier seed deals carry Series B prices with seed-stage loss ratios · @tmrohan Data loops can now form in markets that were dark a few years ago · @hypersoren Cloudflare launches instant browser-based website deployment tool · @BraydenWilmoth Sol and Fable open a large performance gap over other AI models · @deanwball Labs projected to spend over $100B yearly on data by 2030 · @patinthehat0 World game migrates from Solana to Robinhood's blockchain · @world_xyz GPT-5.6 is reliable enough to drive 5x token usage, team reports · @thdxr Boom reached supersonic flight thanks to conviction investors, not VCs · @the_judge1111 The two-and-twenty fee structure may not actually align VC incentives · @credistick H1 2026 VC data: did mega-funds still dominate LP fundraising? · @pavelprata Narrative capital, poasters, and Silicon Valley's hidden philosophers · @imlaurieowen YC's once-celebrated brand feels low quality and unserious now · @ryanbrewer Engineering is now about systems thinking and mastering agent tooling · @ianlapham Uber's engineers are 99% on AI tools, with agents behind 70% of PRs · @praveenTweets Five solo capitalists known for writing checks within 24 to 48 hours · @vahidf24 Silent speech model nears dictation accuracy after just one month · @vadi_ms Teams building AI financial products are choosing stablecoins · @jonah_b Quote threads can push a viral launch past its first million views · @mattepstein Chrome extension filters knockoff brands from Amazon search results · @Shpigford Recurring airdrops could become the standard for token distribution · @LucaNetz ANSEM token blends crypto incentives with entertainment finance · @0xCryptoSam Under 1,000 followers, daily replies beat posting for growth · '@contextconor' Seed deals priced like Series B kill seed return asymmetry · @tmrohan LPs doubt that two and twenty truly aligns VC incentives · @credistick Owning the work substrate may be the next AI data moat · @patinthehat0 AI marketplace builders are choosing stablecoins as their rail · @jonah_b One clear advantage of solo capitalists is speed · @vahidf24 Sol and Fable have pulled clearly ahead of rival frontier models · @deanwball Silent speech interfaces are closing in on dictation accuracy · @vadi_ms A one-time airdrop may be less effective than a recurring one · @LucaNetz Real venture runs on founder grit and a few true believers · @the_judge1111 A launch does not end with the original post · @mattepstein Nvidia open agent matches frontier AI at a tenth of the cost · '@NVIDIAAI' Routing most tokens through a cheaper executor cuts AI costs · '@ClaudeDevs' Teams do not increase usage only when a model gets smarter · @thdxr Venture capital keeps concentrating into a few giant funds · @pavelprata Younger players now live inside gaming ecosystems, not discrete titles · '@ConradBastable' Frontier models are diverging into wise owls and relentless executors · '@petergostev' Engineering is now systems thinking and agent orchestration, not syntax · @ianlapham Emerging managers finding frontier founders early, straight from X · '@uselegion' Mapping GLP-1 private market fragmentation before companies go public · '@therosieum' How to build prediction markets for continuous numeric outcomes · paradigm.xyz Data teams will shift from dashboard managers to AI agent managers · '@JaredSleeper' Sensors on the data source itself are a GTM wedge in once-dark markets · @hypersoren Daily writing is weightlifting for a brain you keep outsourcing to AI · '@ShaanVP' Cloudflare Drop lets you deploy a site by dropping a folder in a browser · @BraydenWilmoth The interesting part of creator tokens is not speculation alone · @0xCryptoSam Survey of 1000 AI engineers tracks model selection and shipping · '@barrnanas' Embedding AI in teams works best when whole workflows are redesigned · @praveenTweets Tuesday, July 7
Venture committees may screen out the best outlier bets · @E_Bruxxx Physical AI turns real world data into tradable assets · @Melt_Dem Software can spark manufacturing change without cutting costs · @jaimalik Deal sharing divides venture firms into collaborators and hoarders · @alexfmac In venture, narrative can fund products long before proof · @imlaurieowen Enterprise data may push AI toward local learning systems · @iamgingertrash X pushes original video to counter recycled viral clips · @nikitabier Podcast glut rewards summaries over polished talk shows · @signulll Infinite canvas interface rethinks AI learning workflows · @shloked AI can turn articles into tailored workflow advice · @robj3d3 AI inference bottleneck may be interconnect latency, not HBM · @KSimback Original video creators have their biggest arbitrage moment on X · '@nikitabier' In venture, narrative is the product until proof of concept exists · '@imlaurieowen' One investor with true conviction beats a comfortable committee · '@E_Bruxxx' Software opens manufacturing's door but scale requires more · '@jaimalik' Startups earn bigger audiences by telling a shared future story · @ashleymayer Podcast summaries are now more valuable than the shows themselves · '@signulll' Physical AI turns real-world measurement into financial value · '@Melt_Dem' Open weights are winning production agents through fine-tuning and speed · sarthakgh (@sarthakgh) Model novelty fades fast once it hits the same stubborn workflow walls · @banteg Data gaps block AI progress that sample efficiency gains cannot fix · Will Depue (@willdepue) Mega IPOs will reveal which venture returns came from skill · @Open_LP An infinite canvas may fit exploratory learning better than chat · '@shloked' AI inference bottlenecks are network and memory problems not raw compute · jbrukh (@jbrukh) Modern LLM inference is not primarily compute-bound · @0xBADB01E Proprietary data pipelines are becoming the core AI moat · @hypersoren Letting a foundation model train on enterprise data hands over the moat · '@iamgingertrash' A new prediction market for continuous, not just binary, outcomes · paradigm.xyz VCs who hoard deals add negative value, and founders notice · '@alexfmac' AI progress is now rate-limited by access to training data · industriaalist (@industriaalist) Anthropic found a conscious versus unconscious split inside Claude · @AnthropicAI One investor maps the sectors most worth backing over the next AI decade · @Shaughnessy119 Creative financing is needed to put GPUs in the hands of startups · @dylan522p As LLMs scale across chips decode speed may become interconnect bound · '@KSimback' Website owners can charge agents per scan and turn crawls into revenue · @isaaccyn Monday, July 6
AI infrastructure debt could exceed $7 trillion by 2029 · @dylan522p Inference speed is bottlenecked by memory and interconnects · @0xBADB01E Inference speed is bottlenecked by memory and networking · @jbrukh Missing data may limit AI more than sample efficiency · @willdepue AI progress may be constrained by scarce training data · @industriaalist Open models may dominate production agent deployments · @sarthakgh New AI thesis maps the decade ahead and investable sectors · @Shaughnessy119 Startups can win attention by building a shared movement story · @ashleymayer Cloudflare opens paid access for pages data and APIs · @isaaccyn AI data boom may reward owners of exclusive pipelines · @hypersoren Mega IPOs could expose luck versus repeatable venture skill · @Open_LP Anthropic finds a global workspace like pattern in Claude · @AnthropicAI Early model excitement often fades into familiar workflow limits · @banteg Capital concentration is widening venture's underserved tail · @caitlinbolnick1 Seed funds need a strategy that wins founders and LPs · @pavelprata Power market design offers a blueprint for compute pricing · @0xfishylosopher Regular investor updates can quietly improve fundraising odds · @arian_ghashghai Founder dilution is falling quickly across venture rounds · @JasonrShuman Tokens should be priced as distinct claims from equity · @neilhar Lean AI infrastructure startup reaches $100 million revenue · @PsudoMike AI application value is shifting beyond infrastructure · @HarryStebbings A 12 person team runs exchanges with a custom agent fleet · @BrettHarrison Xbox announces major restructuring and 3,200 job cuts · @asha_shar AI still has not transformed therapy or mental health care · @mhdempsey New CLI helps agents use LinkedIn and X workflows · @cyrusnewday Groq says East Coast investors backed what Silicon Valley passed · @davidsenra AI may favor founders with deeper domain knowledge · @jgulden Biological analogies can misframe how AI agency works · @sebkrier AI gains will spread broadly without heavy state intervention · @RichardHanania LLMs have not yet delivered an educational renaissance · @ryanbrewer Stanford built a Git like runtime for live agent rollbacks · @_avichawla China claims neuromorphic chip beats Nvidia by 478 times · @FirstSquawk Tokens and company equity can both carry significant value · @EMostaque Companies are becoming the primary vehicle for theory · @WillManidis New fund managers keep underestimating venture competition · @TurnerNovak What software companies can't measure is what keeps them running · seangoedecke.com Legal AI is shifting from copilot to always-on organizational layer · Scott Stevenson Regular investor updates do more than keep existing backers informed · @arian_ghashghai Why states fail when they simplify what they can't fully see · ribbonfarm.com Sunday, July 5
DS3 explainer revisits the meaning behind the 2025 thesis · @AndrewOrlowski Venture capital built the wrong AI and pension savers may pay · @AndrewOrlowski Early angel rounds work best when founders start close to home · @christophersaum Data centers could bankroll the next wave of advanced industry · @packyM Choosing the right metric can decide who wins a market · @davidsenra New coding workflow probes known and unknown gaps in codebases · @dzhng Top venture investors warn the funding boom looks like 2021 · @madhavchanchani Angel investing works on belief and affinity, not VC logic · @jayyeh Canadian dollar slide raises inflation and growth fears · @jimcsek Robinhood DeFi launch ties a rival product to Coinbase rails · @sealaunch_ Venice token thesis leans on burns, profits and agent markets · @nikshepsvn AI superforecasters may now be outperforming earlier expectations · @dschwarz26 AI vendors push conflicting moats across models, tooling and tokens · @0interestrates Robinhood 7 percent DeFi yield relies heavily on incentives · @HorinekPM VC megafund fee terms can erase gains for LPs · @credistick Benchmark gains do not prove weaker models match frontier AI · @alexframegreen Saturday, July 4
Open source hacking harness turns coding agents into red teams · @elder_plinius Each U.S. generation has accumulated more wealth than the last · @SashaGusevPosts Ethereum maps three year overhaul for speed privacy and security · @0xShual AI superforecasting may finally be arriving for real · @dschwarz26 Sierra says internal AI agents became core to running the company · @noahhorner_ Founders should build an angel base before pitching VCs · @jayyeh Ethereum maps multiyear Lean overhaul for scale and privacy · @VitalikButerin Fraud and ghost shares taint startup secondary investing · @rsg Product specs replace PRDs in agent driven software teams · @gokulr Open source speech to speech reaches real time quality · @Thom_Wolf Open models gain ground as trust in frontier labs frays · @gbrl_dick Venice offers a rare case for a true AI utility token · @DrNickA Claims that AI will be winner take all may not hold · @sebkrier Brain AI should amplify agency rather than replace judgment · @viemccoy Human writing could become the premium layer above AI text · @antoniogm Friday, July 3
Heavy AI spending is now linked to faster hiring growth · @KobeissiLetter Open source tool automates data broker opt out requests · @SHL0MS Expert verification is emerging as the key to full automation · @ccatalini European founders struggle to raise from Bay Area VCs · @arian_ghashghai A vision for an abundant next 250 years in America · @packyM Developers still need to understand code written by agents · @kieranklaassen Human advantage may persist in tasks that resist automation · @herbiebradley The Economist tests whether its contrarian calls are right · @ArchieHall Theo shares a midyear update on markets and product roadmap · @AriPingle Frontier Co. aims to help enterprises build their own AI · @satyanadella Founders are urged to hire operators who span strategy and product · @gokulr AI agents could remake the web and favor consumer platforms · @DratchCap AI capability gains still look early, not near commoditization · @deanwball Thursday, July 2
Securitize lists on the NYSE to expand tokenized markets · @sbmckeon Agent loop turns user interviews into paying software · @pzakin Personal data archives become operating systems for AI agents · @willdepue Local tool tracks coding agent costs and cuts model spend · @0xkydo AI and agents could revive the long personal website · @js_horne Sleeper triggers could turn AI models into mass exfiltration tools · @BrendanFalk AI tool scans live video to find creators for outreach · @lightreelai Open source model costs are forcing enterprises to rethink AI security · @quxiaoyin Europe wants cheaper AI, stronger control, and model reliability · @nikesharora Two million dollar challenge backs AI businesses at scale · @PeterDiamandis Crypto token structures hinge on trust and alignment · @knimkar AI progress may depend on economic capability, not tokens · @lefttailguy Crypto previewed the social and political shocks of AI · @antoniogm Legal AI may evolve into continuous organizational oversight · @scottastevenson Developers still need to understand code written by agents · @geoffreylitt Crypto projects may still need both tokens and equity · @lex_node AI may split investing into mystery solving and pure puzzles · @credistick Organizations need redesign around native agent workflows · @Borthwick VC splits into automated scale machines and AI-amplified solo GPs · Dan Gray Latent triggers could activate AI models as exfiltration tools · @BrendanFalk Fugu wraps a coordinated model fleet behind a single API · Sakana AI Personal data archives are becoming the operating layer for AI agents · @willdepue Cheap open models are turning AI security into an economics debate · @quxiaoyin Happenstance makes your extended network searchable for warm paths · Happenstance Local tool tracks coding agent costs to reduce model spend · @0xkydo Teaching LLMs to filter financial docs the way a good investor would · thinkingmachines.ai Langfuse is one platform for traces, prompts, evals, and annotation · Langfuse AI cheapens execution, which raises demand for experts who reframe · The Every Team Hardlaunch clones one video into hundreds of posts across accounts · HardLaunch Fine-tuning on expert labels can teach LLMs investor-grade taste · Thinking Machines Lab Europe wants cheaper AI with reliability, governance and sovereignty · @nikesharora A belief-web model that dissolves the boundary between goals and acts · Richard Ngo Creator discovery is now a live-data problem, not a database one · @lightreelai Tool that mines shareable clips from long video, ranked by virality · clawdbotatg AI and personal agents could bring back the long-form personal site · @js_horne Honcho treats memory as a reasoning problem, not a retrieval one · Andrew Kim Wednesday, July 1
Transmission bottlenecks reshape AI datacenter power economics · @zeebradoom Enterprise AI shifts toward sovereign stacks and application control · @_The_Prophet__ Venture capital converges around megafunds and late stage bets · @pavelprata Abundant AI could shift value from capital to trust and taste · @signulll Multi agent coding stack splits planning reasoning and execution · @diegocabezas01 Table tennis is emerging as a nonstop sports betting market · @blakeir Open weight models show large cost gains in coding workflows · @chamath Ontology based architectures could become a core AI design pattern · @dcbuilder Megafunds distort early stage investing and weaken exits · @credistick Personal AI may center on values, goals, and long term strategy · @aaronjmars Megafunds may help startups swing bigger but squeeze small funds · @braveben Grok launches voice agent builder in the developer console · @benjitaylor Investigation challenges Polymarket origin story and ambitions · @_whitneywebb Patient founders with strong models may outperform hype driven growth · @Rick_Zullo AI sovereignty becomes a pitch against outsourced model dependence · @jawwwn_ Application layers may capture more value than token sales · @hypersoren Etched marketing raises doubts about earlier investor hype · @jessfraz Venice raises $65 million at a $1 billion valuation · @ErikVoorhees LP feedback can erode differentiation in new fund strategies · @iPaulLee Ramp backs Open USD for global stablecoin payments · @0xDaedalus Venture conviction may reflect bias embedded in elite signals · @nrmehta USDC claims scale and liquidity will blunt Open USD threat · @jerallaire Anthropic restores Fable 5 with tighter cyber safeguards · @alexstamos AI sovereignty becomes a central enterprise strategy debate · @PalantirTech Survey finds workplace AI adoption lags the hype cycle · @NotionHQ Tuesday, June 30
X Money's 6 percent yield raises subsidy and risk questions · @sytaylor Per user pricing may outlast AI consumption pricing shift · @JaredSleeper New memory efficient AI architecture may be nearing release · @AndrewCurran_ Security concerns trigger enterprise ban on Claude Code · @__tinygrad__ Early benchmark claims say Sonnet 5 trails Sonnet 4.6 · @banteg Bridgewater fine tunes AI model to support analyst workflows · @miramurati Stem cell derived early human eggs mark fertility milestone · @mattkrisiloff Web reading stack cuts agent browsing cost and latency · @NousResearch Smart ring debuts for private dictation and touch editing · @oasisdevices Venture capital splits between ownership and access strategies · @richardchen39 Cognee adds Postgres option to keep graphs without graph DBs · @tricalt Etched unveils funding round and chip vision for AI workloads · @RibbitCapital Stablecoin adoption could compress fees across payments industry · @LDrogen Loop engineering emerges as a core method for AI products · @AndrewYNg Tax automation startup raises Series A to tackle sales tax · @andrew__rea Yearn launches tool to map protocol dependency risk · @yearnfi Continual learning economics may favor enterprises over AI labs · @hypersoren Continual learning could decide whether labs or enterprises win AI · @mentalgeorge Alleged client-side checks raise trust concerns around coding tools · @AISuperDomain Consortium stablecoins still face steep odds against incumbents · @elindinga Phantom adds Ventuals team to deepen wallet product talent · @BChillman Open USD faces the same coordination trap as past consortia · @LorenzoARK Stablecoin profits are shifting from issuers to distribution · @MarcusMilione Open USD starts with broad payments distribution and onramps · @dwr Stablecoin boom leaves investors debating the best way in · @AviFelman Open USD could test whether Ethereum remains the key layer · @koeppelmann Emerging managers win by fitting a portfolio, not pitching skill · @iPaulLee Rumored routing scheme could speed model distillation from users · @hsu_steve Anthropic unveils a more autonomous Claude Sonnet 5 · @claudeai More than 140 firms back Open USD as neutral stablecoin rail · @ccatalini Compute markets may resist standardization for years to come · @jvb_xyz Heavy AI adopters grew headcount 10 percent over two years · @arakharazian Open questions grow over who captures AI compute profits · @undrvalue AI may shrink management layers and reshape company structure · @DKThomp AI may flood markets with capital while attention gets scarcer · @scottastevenson Claims about total AI labor replacement draw skepticism · @deanwball Monday, June 29
Dynamic Island may become a live status layer for AI agents · @franjohn21 US markets are racing to turn compute into a traded asset · @BrettHarrison Hosted X MCP opens real-time X data to AI agents · @XDevelopers Poor AI product design can make outputs impossible to verify · @HamelHusain Prediction markets push World Cup knockout picks through Phantom · @Austin_Federa Enterprise AI moat may depend more on memory than models · @gokulr Vertical AI shifts software pricing from seats to completed work · @lukesophinos Company reportedly nears Series B at roughly $1.5 billion · @ArfurRock AI economics may decide whether power centralizes or disperses · @sebkrier Nvidia and Eli Lilly launch $1 billion AI drug lab · @bearlyai Claims of total AI labor replacement face a circular logic test · @deanwball Venture firms test AI as a core edge in sourcing and diligence · @jefielding AI leaders spend far more on compute than on payroll · @ttunguz Tiny browser model redacts personal data before uploads · @ndstudio Compute finance startup expands hiring as demand accelerates · @omaikasei Pre-seed pricing gap sharpens ownership edge for small funds · @jmj Open source harness pushes base models to top coding benchmark · @ii_posts China may outlast the United States in the AI spending race · @DKThomp New home discounts may force a broader housing price reset · @_The_Prophet__ Fears of machines replacing labor echo an argument from 1817 · @alexolegimas Vibecoding is spreading from tech circles into hustle culture · @johnpalmer Bubble chasing may now be a survival strategy in venture · @mhdempsey 8090 raises $135 million to expand enterprise AI software · @chamath Capital concentration leaves early venture markets underserved · @gdibner Unifying beliefs, goals, and actions as one web of inference · mindthefuture.info What if goals and actions are just beliefs about the future · unknown Sunday, June 28
Agent adoption splits between internal operations and products · @ankrgyl Applied AI value may accrue to workflow orchestration layers · @i_zerbib Enterprise AI moats may come from embedded workflow lock in · @alexolegimas Applied AI value may accrue to workflow orchestration layers · @levie AI teams may reorganize around product lifecycle archetypes · @bcherny Compute markets may evolve around OTC forwards and dealer hedging · @0xfishylosopher AI startup moats may come from multiplayer systems, not models alone · @illscience Venture loses edge when investors share the same world model · @credistick Saturday, June 27
AI token spend is rising toward a major labor cost line · @SemiAnalysis_ Forecasting AI improves with trend lines and explicit models. · @DKokotajlo Europe's stagnation is framed as a warning against statism. · @brivael Security restrictions could shut Chinese frontier models out globally. · @teortaxesTex Startup moats weaken as investors fixate on teams · @zamdoteth A Reddit post outlines tactics for building a niche personal brand · @wizofecom Enterprise AI shifts toward proprietary model flywheels · @AravSrinivas Friday, June 26
Automation does not erase democratic agency or institutional change · @sebkrier AI training hits limits where real world feedback is slow · @dwarkesh_sp AGI doom odds remain unknowable as adoption race accelerates · @punk6529 AI stack specialization could mirror cloud's giant winners · @masonnystrom Frontier AI labs face pricing pressure at the edge · @hypersoren New fine tuning method targets controllable LLM writing · @jmrphy Teams still lack good ways to share agent workflows · @dwr Seed funds shift toward broad portfolios and option value · @masonnystrom Executives warned AI will remake companies, not tick a box · @Steve_Yegge Calendar naming audits could make meetings easier for AI · @dwr Teams still lack good ways to share agent workflows · @dwr AI revenue forecasts hinge on demand, costs and bottlenecks · @JaredSleeper Venture firms brace for a new wave of startup liquidity · @Samirkaji Federal AI policy shifts toward tighter and murkier control · @deanwball Thought leadership can outpull product marketing in B2B · @ihtesham2005 OpenAI unveils GPT-5.6 lineup with three model tiers · @OpenAI Anthropic faces pressure as cheaper AI alternatives gain ground · @bgurley New research examines how active mega funds are in seed · @pavelprata AI labs keep scaling as hopes for a return to normal fade · @matt_slotnick AI labs face the same regulatory battles crypto already fought · @ccatalini Open source agent layer brings approvals and chat integrations · @ataiiam GLM used roughly twice the tokens of Opus on dbt tasks · @RamaswmySridhar AI tutor workflow turns topic folders into adaptive study systems · @kazdenc Venture incentives can reward joining bubbles over sitting out · @TurnerNovak Solo businesses gain ground as internet tools scale one-person firms · @patrickc Agentic workflows could compress white collar labor demand · @_The_Prophet__ AI assistant adds human backup for premium subscribers · @interaction Thursday, June 25
Meta product teams replace process with internal AI agents · @nikhyl X Money starts rolling out to select Premium+ users · @benjitaylor U.S. moves to approve GPT-5.6 access customer by customer · @ns123abc OpenAI asked to stagger GPT-5.6 launch over security fears · @steph_palazzolo AI backlash turns data centers into a political flashpoint · @mcuban Mega funds may be inflating startup rounds across every stage · @gdibner Generative AI sales top $110 billion over the past year · @azeem AI productivity gains may arrive after automation spreads widely · @danrobinson New economics paper explains why AI hasn't flooded markets with software · @danrobinson AI startup failures could ripple across venture portfolios · @MarikHazan Five-part framework outlines how to run a company well · @lennysan New summit aims to link retail voices with company leaders · @GavinSBaker Enterprise AI may spread faster through chat than seat licenses · @_simonsmith New Codex data charts a rapid shift toward agentic AI · @daveholtz Venture capital may split between swarms and permanent capital · @joeljohn Anthropic says Claude faced a massive model distillation attack · @MTSlive AI startup moats are diverging across labs data and distribution · @aashaysanghvi_ Creator led media is becoming core startup distribution infrastructure · @ollieforsyth Targeted investor research can speed up fundraising more than cold asks · @ivanburazin Demand grows for censorship resistant AI access · @DougieDeLuca Conference speakers urged to cut slide clutter and sharpen thesis · @swyx Software factories demand a massive rebuild of developer infrastructure · @swyx AI coding agents push teams toward recursive software swarms · @usr_bin_roygbiv Feltsense builds AI agents that found and run startups autonomously · feltsense.com AI wealth flows to whoever owns the physical bottlenecks · silicon-frontier.com The agentic founder as a new model for company creation · unknown Wednesday, June 24
Anthropic may buy firms to capture private data and lock in value · @oneill_c Enterprise AI memory raises lock-in and access control risks · @herbiebradley AI commoditization shifts SaaS competition toward bundling · @yitong Hivemind frames alignment as helping people build better stories · @hamburger Shared model memory could turn enterprise AI into vendor leverage · @ashwingop Investors target compounding infrastructure and infinite demand markets · @srcasm Big buyers push AI and software vendors into cost pressure · @JayaGup10 Seed investing splits between mega rounds and niche bets · @Hadley AI website design is converging into a bland visual monoculture · @chaykak New venture research directory compiles 135 academic papers · @credistick New DataRoom tool aims to undercut pricey DocSend sharing · @nico_laqua New $500 million effort targets colds, flu and pandemics · @nanransohoff Enterprise AI shifts from tool choice to firm design · @emollick Capability security gains ground in AI agent design · @KentonVarda Claude Tag raises lock in and security worries for teams · @random_walker Tuesday, June 23
Crypto rollups pitch integrated firms over tokenized structures · @hypersoren MoonPay playbook says volume and storytelling drive growth · @defyneric Workflow depth and custom models may define durable B2B AI · @keshavchan US financial assets continue to dominate global markets · @TheStalwart Durable moats show up when profits survive weak execution · @nrmehta Rising asset prices are breaking the old salary path to wealth · @_The_Prophet__ HaloBraid raises $7 million to speed up salon braiding · @ritwikpavan Stablecoin issuers now rank among top holders of US debt · @ttunguz HIVEMIND launches as a social intelligence platform · @hivemind A marketplace tests whether ideas alone can be sold as products · @AlexanderTw33ts ViralBench measures how well AI models can go viral · @Jibran_05 Early dbt-bench results compare GLM-5.2 with Opus-4.7 · @RamaswmySridhar Model labs could squeeze SaaS by bundling products and cheap tokens · @abhijaymrana Product building advice stresses judgment, retention and AI realism · @MollySOShea Immutable X reportedly pivots from crypto gaming to AI marketing · @cagyjan1 SPVs work best when managers use fund level discipline · @DavidPrichard New MCP server lets agents test products with synthetic users · @DennisonBertram Most SEC filed contracts contain drafting mistakes AI can catch · @scottastevenson Social listening shifts from dashboard to agent ready data layer · @LottiSchmitt Outsider venture funds may outperform insider networks · @credistick Claude joins Slack channels as a delegated teammate · @claudeai Emotional clarity emerges as an edge in AI native teams · @lennysan Enterprise AI may hinge on lower token prices and depth · @nikesharora Podcast breaks down local models and cloud token efficiency · @amirmxt AI agents learn to optimize TikTok posts for views · @rareZuhair Agentic QA loop turns codebases into living testable specs · @SleepMoneyMaker Most company knowledge systems stall before entity extraction · @contextconor Loop design tools aim to make agent workflows more reliable · @shannholmberg Venture firm rankings may reward scale more than performance · @credistick Universities rethink curricula around private AI evals and workflows · @ahall_research Open speech models push voice assistants beyond rule systems · @juliarturc Monday, June 22
Public shut out of AI gains fuels tech backlash · @signulll Calls grow for earlier AI IPOs to widen public access · @davemorin New OCR model processes long documents with steady speed · @AdinaYakup Open source Mac dictation app challenges paid incumbents · @sdhilip AI coding teams shift focus from output to verification · @lennysan Claims that AI makes software worthless face pushback · @fchollet AI debates need sober probabilities, not absolutist claims · @courtlandleer Robinhood raises questions about speculation and market design · @mhdempsey Open source Loom alternative lets agents parse video by URL · @Steve8708 AI business models may not have to mimic the ad economy · @matdryhurst Venture shocks can damage startups through investor networks · @credistick AI is framed as shrinking the gap from intent to action · @hypersoren New charts sketch the rise of the solopreneur economy · @jeff_weinstein Many 2021 venture funds are paying for ignoring entry prices · @arian_ghashghai AI inference resellers face a brutal fight for margins · @ttunguz New nonprofit aims to make Ethereum global settlement infrastructure · @ethlabs_org Companies are pushed toward headless apps for agent workflows · @nikunj Open APIs are becoming decisive as personal agents mature · @ianlapham Crypto adoption may come through invisible infrastructure · @marksoares Stripe profile handles could become a discovery layer for commerce · @jeff_weinstein Programming is abstraction management, not code production · @fchollet Sunday, June 21
Frontier model pricing reflects quality, margin and scale economics · @tugot17 AI orchestration turns models into a commodity supply chain · @_The_Prophet__ Sakana launches Fugu to match frontier AI through orchestration · @SakanaAILabs Agent loops get stronger with better testing and tooling · @ctatedev Coding agents still struggle to fit real knowledge work · @emollick Codex loops can audit, test, and fix apps at massive scale · @tomosman Builders are swapping examples of Codex and Claude loops · @argofowl Mini construction kits pitch realism as the post Lego hobby · @ethanabuck Labs keep advancing frontier models even during public pauses · @AndrewCurran_ Harvey turns to open models as token costs crush margins · @willchen500 Startups race to build the context layer for engineering AI · @GergelyOrosz Personal AI agents could become the next startup economy · @owl_posting Sakana Fugu runs a learned multi-agent swarm behind one model API · sakana.ai Saturday, June 20
GLM 5.2 could ignite a lasting boom in rented GPU demand · @goodalexander Antimonopoly critics may stay silent when finance battles crypto · @JBSDC Cheap calcium scans could prevent tens of thousands of deaths · @altcap AI coding is splitting engineering teams into pushers and reviewers · @deedydas BC housing plan would buy empty condos for affordable units · @katiederosayyj A16z may hold a huge SpaceX-linked win through three separate bets · @rogerdickey Friday, June 19
AI teams face a brutal new era of token ROI and cost control · @adambcohen93 Distrust in institutions fuels fantasies of decisive escape · @RichardMCNgo AGI obsession often masks a desire for liberation without conflict · @HiFromMichaelV China may already have deep access to leading AI labs' systems · @willdepue Capital concentration has distorted venture more than most admit · @Rick_Zullo Founders should force investors to make real pricing offers. · @amiklas A small hype segment dominates seed capital and media attention. · @tmrohan Fund economics push venture investors toward safer consensus bets · @gdibner Venture is consolidating into larger funds over diversification · @credistick Institutional portfolios get messy before policy imposes order · @endowment_eddie Tempo hit a $3 billion run rate in 93 days on agent payments · @patrickc Cursor only worked after repeated launches, a case for persistence · @marclou GLM-5.2 could be the first open model to replace closed ones · @gneubig A builder names the three-tool AI agent stack as his best workflow · @yitong Most brands overuse direct response and underinvest in brand building · @leonabboud Top internet operators mix real expertise with cultural fluency · @VCBrags A security pitch may have been a Trojan horse for source code · @jmwind Founders pay a premium for people who can build and earn attention · @CDTEliot Ukraine opens captured Russian weapons data to allied labs and makers · @FedorovMykhailo AI is pushing software from seat sales toward paid business outcomes · @rodriscoll Critics may be missing how cheap fast imaging changes medicine. · @doodlestein AI capex may overshoot demand and trigger a boom-bust cycle · @orrdavid Midjourney funds a radical body scanner with image gen profits · @nickfloats Thursday, June 18
Taking humans out of the loop is brutally hard but worth it. · @Jason Open source AI progress could push governments toward censorship · @goodalexander Isaacson says Musk cut Twitter staff by 85% deliberately · @jaynitx Howie hit 50% autopilot after years of human-in-loop scheduling · @awwstn Naveen Rao says a quoted post captures his Intel experience in 2016 · @NaveenGRao A call for a more detailed and positive vision of AGI · @RichardMCNgo How AI safety turned taking AGI seriously into a moral test · @RichardMCNgo Wander raises fresh internal capital as growth accelerates · @jaentwistle The four levels of MicroStrategy financial engineering · @real_vijay Why this firm will never raise or invest in a fund · @jasonjosephlee Emerging managers lost ground through ZIRP, not the reverse · @credistick Recursive self-improvement is the only AI bet that matters · @tszzl Inside Midjourney's new Scanner, a technical deep dive · @midjourney How to spot a tranched round, a big raise at under 10% dilution · @nikunj The widening gap between top-tier VC jobs and everyone else's · @staysaasy The chart that breaks the AI trade when intelligence gets cheap · @_The_Prophet__ An insider says what mainstream press won't on Hollywood's fall · @DisgracedProp Seed startups are declining as the count of venture firms contracts · @credistick Twenty years of billion-dollar exits break the VC rulebook · @AndreRetterath A 10% intelligence gap at 90% lower cost with $5 trillion at stake · @zerohedge Early-stage venture is having a standout year as a category · @adityaag A TechCrunch look at SpaceX's alarming multi-layered SPVs · @SleepwellCap Privacy is the next frontier for institutional onchain lending · @PaulFrambot An insider essay on Hollywood's self-inflicted decline · mamathemagazine.com Langfuse, the open-source engineering platform for building LLM apps · langfuse.com Honcho is open-source memory infrastructure for stateful AI agents · andrew.ooo Holo is an open-source agent context layer built on MCP · holobase.dev Holobase lets you wire tools once and serve them to any agent · unknown Wednesday, June 17
Why the L1 premium died when markets split token from network · @DougieDeLuca Low AI model prices on OpenRouter limit downside for the trade · @goodalexander How badly people underestimate the wealth already out there · @Trace_Cohen An investor on why ignoring what other VCs do hasn't hurt returns · @Hadley YC's latest demo day, 200 startups clustered around one clear thesis · @endowment_eddie San Francisco runs on status and has failed to produce abundance · @hypersoren FTX liquidation may be crypto's biggest value destruction · @sytaylor SpaceX collected $17.5 billion in pre-orders months before its IPO · @ThierryBorgeat Deepseek was already hosted on hyperscaler clouds for months · @dee_bosa The outcome hierarchy every first-time founder should understand · @arian_ghashghai Open models keep lagging the frontier, staying on trend · @tenobrus Cursor's $60B valuation shows why joining a rocketship early pays · @deedydas Scrapping the accredited investor rule won't fix its flaws · @Moshaikh Why any engineering team under ten people should be on a monorepo · @redacted_noah AI hasn't cut many jobs yet and Jevons paradox helps explain why · @benlandautaylor The two founder archetypes that actually get funded right now · @ItzSuds Thrive and a16z are making concentration the new venture strategy · @nmasc_ Most people outside tech dislike AI and crypto, a real PR problem · @goodalexander Why retail should access early-stage but not late-stage deals · @credistick How AI reasoning models went from zero to standard in two years · @deredleritt3r Monday, June 15
Working with AI means commissioning work, not steering it · Ethan Mollick Venture capital may be one of the last jobs AI cannot fully replace · joinodin.com Own the vehicles, Remount runs ops, Tesla supplies autonomy · Remount A strong model with a light workflow beats heavy agent scaffolding · Peter Steinberger Wednesday, June 10
A talent network can compound value for founders and the firm · @nextplayso The self-improving corporation frames recursive AI as a portfolio bet · alphafund.com A roundup of under-the-radar roles at fast-growing startups · @nextplayso Clawd-clipper extracts and ranks shareable clips from finished episodes · github.com HardLaunch deploys and runs 100 short-form content accounts on autopilot · hardlaunch.com Tuesday, June 9
Decentralized markets emerge to crawl data blocked from LLMs · Richard Wu Neofirms will charge for outcomes with tokens coming out of margin · John Sarihan Anthropic's Mythos excels at security research but still trips on basics · zek The market needs a multiplayer tool to orchestrate agents across a team · Karri Saarinen Apple hints at an AI OS that builds interfaces on demand and kills apps · signüll Agents made AI far more expensive as agents keep spawning agents · Gabe Pereyra Monday, June 8
Skills go obsolete as codified workflows take over agent execution · Stepan Real autonomy is loops that figure out what work needs doing · Peter Zakin Sunday, June 7
AI makes software abundant and turns trusted distribution scarce · Alex Lieberman Feed customer call transcripts into Claude to find your pivot fast · Rexan Wong Mac-1 runs locally on 7GB RAM and wields 487 native MacOS tools · CJ Zafir LLM tooling needs collaborative file management and inference workflows · Patrick Collison Best diligence asks what must be true for a tiny wedge to keep expanding · Geoff Woo We're in AI's 1997, and engineering is the work most transformed · Benedict Evans (via Gokul Rajaram) Open and closed model capability converged, but pricing didn't · Chamath Palihapitiya AI apps beat the labs by staying neutral and routing across every model · Brad Menezes Solo engineer ships 40 PRs a day running 20-30 parallel agents · Peter Yang (featuring Kun Cheng) Saturday, June 6
Hands-off AI skill turns iPhone voice memos into clean transcripts · @doodlestein Venice staking mints DIEM tokens worth $1 a day in AI inference · @MarketBubble Trump floats partial nationalization of OpenAI, Anthropic, SpaceX · @ns123abc New agent skill turns prose specs into typed interfaces before any code · @oscabriel The new moat is being the tool agents reach for by default · @dessaigne AI output is exploding while human adoption stays flat · @jenzhuscott A solo investor replaces a whole team with AI agent workflows · @zeroxkyle Research agent exposes full reasoning as a verifiable knowledge graph · @yoheinakajima Friday, June 5
Paul Graham now asks YC founders if their startup can be made AI-proof · Paul Graham Naval's rule for the AI era is waste tokens to save human time · Naval Personal software gardens and AI agents as a digital immune system · will depue Constantinople is a payments blockchain built on Commonware primitives · commonware.xyz Feed gives developers one dashboard to monitor all their AI agents · DennisonBertram Thursday, June 4
YC's AI services playbook says variance kills these businesses fastest · Y Combinator Profitable tech leaders like PayPal and Adobe trade at bargain multiples · Silicon Salvage Even working AI faces seven gates of operational hell in big orgs · Brandon Carl Raw intelligence will get cheap, but outcomes don't compress · Sierra Google's Shor's leap puts quantum-broken crypto at 50% odds by 2032 · Justin Drake Founders need a free disposable AI fundraising tool, not another CRM · Aaron Harris Lindy moves all traffic off Anthropic to DeepSeek v4, cheaper and better · Flo Crivello Benchmark raises $2B and launches its first growth fund · Kate Clark Founders will run teams of agents like portfolio managers setting OKRs · deana Wednesday, June 3
Traditional VC's slow process clashes with AI-native company speed · Dave Fontenot Quantum Q-day for blockchain crypto now hits 50% odds by 2032 · Justin Drake (Ethereum Foundation) OpenAI and Anthropic will move up and absorb their app layer partners · Jason Calacanis Three-agent content pipeline cuts post production from 30 hours to 4 · Payton Kaleiwahea (summarizing Alex Lieberman) AI investing hits cost walls as power-law belief breeds concentration · Brandon Carl AI conventional wisdom keeps reversing, from wrappers to desktop GUIs · Greg Isenberg Tuesday, June 2
YC Spring '26 is the agents batch, 60% pitch AI in their one-liners · Ollie Forsyth What's the Bet series weighs how AI rewrites the VC playbook · gettheleverage.com Silicon Valley traded weirdos and tinkerers for input-maxxing strivers · Andrew Ziperski Most second-brain tools nail one phase and fail the full data lifecycle · Joshua Park Kirkland's $500M in-house AI bet misreads how AI unbundles law firms · FleetingBits Research first, define evals, then iterate until they pass · Jonata Santos AI execution is getting cheap faster than verification can keep up · cgi.md Early-stage venture rewards performative input-maximizing over building · Dave Fontenot Only 5 firms have pulled off SOTA-moving decentralized pretraining runs · Jake Brukhman Treat ad platforms as teacher models to predict ROAS before spending · Eric Seufert The venture power law is self-inflicted at the fund level · Dan Gray (Odin) The real AI bottleneck is context locked inside senior employees' heads · Garry Tan Arm internal champions with the kit to sell your product up the chain · Peter Kazanjy Recursive self-improvement tools mark early exponential liftoff · Elad Gil Monday, June 1
Top VC firms now extract 10x more fees as their returns weaken · Dan Gray Step 3.7 Flash hits 400 TPS with a 198B sparse MoE built for agents · StepFun Distill frontier models into a private local agent that runs your life · Tomasz Tunguz Striver founders input-max performative metrics over real product fit · Andrew Ziperski Judge AI memory tools by how they handle your full data lifecycle · Joshua Park As new media turns to slop, a market opens for premium podcasts · Will Manidis The real AI bottleneck is knowledge locked in senior people's heads · Garry Tan Great founders run both a conviction loop and an empathy loop · Garry Tan The last six months may be among the most important in history · Elad Gil Sunday, May 31
Academic research builds systematic performance rankings of VC investors · @monty10x VCs passed on Shopify because friction hid a much larger market · @AzianMike A 15-minute screen recording beats text prompts for Claude Code · @0xDesigner Clean React apps come from looping react-doctor until the score hits 100 · @weswinder Build full end-to-end proofs of concept before the real project starts · @DennisonBertram Great writing wins on persuasion, simplicity, and short sentences · @hardeep_gambhir Delusional optimism is the prerequisite for acting under uncertainty · @gabriel1 Models have peaked, agents now just need a harness and reliable uptime · @nickbaumann_ Saturday, May 30
The /workflow feature cracks multi-step tasks agents long failed at · Jason Zhou New DSL lets subagents write explicit workflow code · Michael Livs (@micLivs) Mega-funds now do hundreds of early-stage deals a year, reshaping seed · Pavel Prata $5K bounty for a HeyReach-style Instagram outreach automation stack · Cody Schneider Codex now manages its own threads and spins up worktrees autonomously · Guinness Chen Deterministic workflows beat agent soup, Claude feature confirms · dex (@dexhorthy) Founders keep chasing crowded spaces instead of asymmetric opportunities · satvik AI-generated data is poisoning training with no way to look back · peach (@33b345) Agent spending hits diminishing returns far sooner than human labor does · Tom Cunningham Multi-domain agent workflows still lack a unified control plane · Dennison Bertram Friday, May 29
Export team LinkedIn into Claude to find a backchannel for every deal · Chris Pisarski VC tells a hypergrowth founder it could just buy more Anthropic instead · Edward Lando Shift cleans NYC apartments free, funded by selling robot training data · shift Recursive self-improvement follows a portfolio optimization scaling law · mass OpenJarvis ships a personal AI with five swappable primitives · Jon Saad-Falcon Four emerging agent patterns reshaping how AI thinks and collaborates · Peter Zakin Agent systems should treat logs as first-class architecture · Yohei Deterministic workflows around small agent loops beat multi-agent soup · dex Claude auto-generates orchestration plans it follows across agents · cat AI scans X daily to spot founders before they are obvious · Shengkun Agents are the new mobile, with 53 percent of one API's traffic nonhuman · Gokul Rajaram Thursday, May 28
Shopify's River is an AI agent living inside company Slack · shopify.engineering Happenstance lets you search your friends' networks with AI · happenstance.ai Closing a first fund hinges on one fund-of-funds going first · @kseniam0s Wednesday, May 27
Normalizing 13F filings spawns billion-row databases behind one API call · @virattt The real contest is humans using AI versus humans not using AI · @naval Vitalik updates CROPS AI as Deepseek v4 runs 2-bit quantized in 90GB · @VitalikButerin Tuesday, May 26
Sepo agent runs in GitHub Actions to implement issues and review PRs · github.com New funds, consensus capital, and the best seed-picking VCs of 2026 · substack.com Friday, May 22
Today's 5-day weather forecast matches 1-day accuracy from 30 years ago · substack.com Open-source self-hosted RAG control plane backed by Turbopuffer search · rag.computer Thursday, May 21
AI automation creates more work for humans, not less · every.to Wednesday, May 20
VCs win by becoming information bottlenecks on the least popular facts · noahzender.com Logos Fund II bets AI productivity gains move aggregation theory offline · futurefundamentals.com Tuesday, May 19
Venture splits between quick-exit startups and firms staying private · pavelprata Venture splits into consensus winners and everyone pushed to early exits · unknown AI makes exceptional people more important by amplifying human judgment · unknown Consumer seed funding tightens in 2026 as few VCs still write checks · eoghan An agent that watches you work a week then takes your job is close now · aaronjmars Monday, May 18
New financial primitives drive the biggest crypto outcomes · @jonah_b A new tool category is being built to protect attention, not capture it · @scottbelsky AI compresses months of Citadel-grade analysis into hours · @Bobbxu Sunday, May 17
Hermes agents now search X via Premium instead of burning paid API calls · Kevin Simback (@KSimback) Specialized experts become tools the main agent pays to call · Nathan Baschez (@nbaschez) Saturday, May 16
OpenClaw runs 100 cloud agents reviewing every PR as if tokens are free · @steipete SF AI workers hit $20M while everyone else feels locked out · @deedydas If Series A hits $30-100M, seed funds need $300M+ to stay relevant · @nunzi46 At seed stage functional value-add beats check size from angels · @nakul Agents writing to their own memory after every task compound value · @gregisenberg Git for agents Gitlawb hits $35M market cap in two months · @igoryuzo Friday, May 15
Judging training data labs can't fully see is the next edge · Phoebe Yao (@phoebeyao) Linda Xie returns to angel investing with a deep tech focus · Linda Xie (@lindaxie) Grok Build runs a clickable CLI juggling many agents at once · Jason Ginsberg (@JasonBud) The hot theme rarely produces the year's most valuable company · Hadley Harris (@Hadley) Ampersend launches a pay-per-use API marketplace built for AI agents · ampersend (@ampersend_ai) Contextual reasoning traces are the real bottleneck in agentic systems · Saneel (@sanlsrni) Agent traces let other agents auto-generate evals and debug themselves · ben hylak (@benhylak) Thursday, May 14
AI search traffic is already arriving and most companies cannot see it · @codyschneider Dashboard software firms race to become data pipes before agents do · @gokulr Secondary market pressure pushes founders to optimize for tradability · @arian_ghashghai The best companies invent their way out of early capital constraints · @credistick Ben Thompson interviewed at MoffettNathanson's media conference · stratechery.com Agents catch their own mistakes when forced to render a visible UI · @goodalexander Wednesday, May 13
Venture-backable is meaningless when only megafunds need $50B exits · Arian Ghashghai (@arian_ghashghai) Type.com launches multiplayer AI teammates across every company tool · Fletcher Richman (@fletchrichman) Ponder raises $2.5M for AI agents that co-edit video with humans · Timothy Wang (@timwangyc) PaperTrade pays losing traders equity, LP grows purely from their losses · Sam (@0xCryptoSam) OpenAI spins up a separate entity with 19 firms to deploy frontier AI · OpenAI (@OpenAI) AI removed execution bottlenecks and made taste and empathy the new moat · Scott Belsky (@scottbelsky) Permanence is the rarest asset class in an age of AI disruption · Saneel (@sanlsrni) Claude debuts agent view, a unified dashboard for all coding sessions · Claude (@claudeai) Launch videos are dead, enduring brands beat viral Twitter moments · Josh (@lee94josh) Sub-$5M new-category bets beat $100M raises in crowded markets · Neil (@neilhar) Anthropic declares all secondary transfers of its stock illegal and void · Gabriel Shapiro (@lex_node) Altos organizes funds around companies, heretical in venture · Ho Nam (@honam) AI IQ puts models on a human bell curve instead of leaderboards · Ryan Shea (@ryaneshea) AI eats VC analyst work, leaving trust and network to humans · Rebecca Kaden (@rebeccakaden) AI startup moats range from real to false depending entirely on the team · Deedy (@deedydas) Monday, May 11
Muesli does 100% on-device meeting transcription and dictation for macOS · github.com Thursday, May 7
Every new enabling technology opens a window for a new marketplace · nfx.com Wednesday, May 6
The receipt economy turns proof of action into the new currency · reececonnell.com Monday, May 4
JP Morgan's Ask David uses supervisor agents and LLM-as-judge validation · @adamghowiba Jevons paradox: AI makes coding efficient and demand for engineers booms · @zooko Become your industry's top founder with 45 minutes of AI per week · @wizofecom Sunday, May 3
VC vintages hitting 3x net averaged just 1.7 fund-returning companies · @semil Harvey and Legora are token resellers exposed if labs go direct · @willchen500 Tell Claude your plan already failed to surface real failure modes · @itsolelehmann Pathological determination is the rarest trait among founders · @adamshuaib As agents thin the app layer, databases move back to the center · @anshublog Always ask an angel for the bottom of their stated investment range · @PhilipJohnston AI-mageddon hits harder than SaaS because the moats are weaker · @scottbelsky The coming decade runs on a continuous agent runtime alongside every app · @danshipper Saturday, May 2
Buybacks are the only credible path to token value accrual · Jeff Dorman Stripe Atlas crosses 100,000 incorporations with 130% YoY growth · Patrick Collison Sheet Advisor watches your portfolio daily using your own thesis · Michael Mignano Series embeds AI social discovery directly inside iMessage · Nathaneo Johnson Pre-seed pitches work best as five tight bullets ending with a clear ask · Martin Tobias Pathological determination beats brilliance in fewer than 1% of founders · Adam Shuaib Top 3x VC vintages averaged just 1.7 fund-returning companies · Semil A product manager's definitive guide to shipping fast with coding agents · Dan Shipper Autonomous dev splits into reactive, exploratory, and user-spec modes · Peter Zakin AI companies need 10-year vision, 1-year direction, weekly roadmap · Gokul Rajaram Agnost AI lets agents learn from every failure to fix silent user churn · Shubham (ShubhamInTech) Open source book covers 21 chapters on agent architecture and production · Joruno (wsl8297) Friday, May 1
43,000 VCs split into two types: kingmakers and prophets · Aaron Harris World-changers need both relentlessness and conviction, never just one · Joel John Qwen lets you watch every concept fire and toggle any feature on or off · Eric Model performance keeps scaling with inference compute past 100M tokens · Noam Brown Contractor quality control is hard to scale, even on simple jobs · Regy Codex moves into messaging and payments · Brian Flynn Founders who cram down investors become the biggest breakouts · Bruno Faviero AutoGen and agent marketplaces are dead, context engineering compounds · Ronin AI splits firms into hyper-optimized giants and nanocorps · Katie Chiou Agentic infra makes people coalesce into a new kind of organization · Matt Huang Agent orchestration is more like an org chart than backend architecture · Yohei Nakajima Thursday, April 30
Companies now hire Talent Producers to make storytelling a core function · Brandon Gell (@bran_don_gell) Stripe ships crypto as agent-native plumbing under a trusted brand · Dan Romero (@dwr) Wednesday, April 29
Running out of money rarely kills startups, it just hides the real cause · arian ghashghai Seed deals are out-of-the-money options priced on idea and founder · sam lessin Platforms reclaim bank revenue with stablecoins, cards and FX · Lightspark Mesa gives agents a durable versioned filesystem with rollback built in · Oliver Founders should build an AI-navigable digital twin of their company · Brian Halligan In the AI age people matter more, not less, with massive leverage · Brian Distelburger Venice runs GLM 5.1 with E2EE so even the GPU host stays blind · Tommy Half of Speedrun's startup evaluation weighs the team, not the product · Jon Lai Tuesday, April 28
Universal Basic Equity in crypto L1s replaces UBI in the AGI economy · Raoul Pal Agent Identity is the new cell, ushering in Sovereign Computing · Josh Crumb AI agents will route around the customer apathy powering fintech profits · Anish Acharya VC box-checking would deny capital to a young Bezos or Musk · Dan Gray Nine AI pressure points converging at once, no soft landing · staysaasy Monday, April 27
Future computing splits into ambient, agentic and ephemeral layers · signüll AI memory converges on git files and grep, knowledge graphs losing · andrew pignanelli Talent fleeing hot AI labs for Meta is the bubble tell · staysaasy Sunday, April 26
VC argues endlessly because nobody agrees what its core terms mean · Dan Gray Open source is the new wholesale, margin lives in the relationship · GREG ISENBERG Automated content engine cuts daily creation from 2 hours to 10 minutes · Ronin Karpathy drops free 3-hour course on how LLMs actually work · Rahul Cozy Devs welcomes agent builders across Claws, Hermes and beyond · Shaw (spirit/acc) Four-step AI essay workflow: transcripts, interview, outline, draft · brett goldstein Saturday, April 25
YC's real moat is attracting the next Coinbase, not filtering startups · Pareen (@pareen) Founders now lead pitches with personal trauma instead of origin stories · Adam Draper (@AdamDraper) Founders with small accounts are too busy building to posture · Hubert Thieblot (@hthieblot) First-time founders list dream funds, veterans list ones to avoid · pj (@BeingPractical) Products now have two users, humans and the agents reading the interface · Simon Taylor (@sytaylor) Cua open-sources a macOS driver for AI agents to run any app · Cua (@trycua) Top claude.md file with 78K stars bans silent assumptions and code bloat · Om Patel (@om_patel5) Tool uses fake authorization letters to bypass Claude safety guardrails · ultra (@0x_ultra) Friday, April 24
Retail VC funds stack three fee layers before you see any return · @sterlingcrispin Startups raising over $3B post negative IPO alpha of -63% · @credistick AI coding winners must own both the product and the model · @kevinakwok Best founders build pre-consensus, just one click ahead of the crowd · @caitlinbolnick1 Thursday, April 23
AngelList's 1% retail VC fund actually carries a 3.61% expense ratio · @covered_call Trader pockets $34K by heating a Paris airport sensor to rig bets · @aaronjmars Thermodynamics shows life is a fire that seeks free energy to grow · Guillaume Verdon (Beff Jezos) Flipbook streams every UI pixel from a model, no DOM or code · @zan2434 AI killing terminal value shifts markets toward current free cash flow · @chamath Ex-OpenAI Codex engineer leaves to build human-AI interface hardware · @DanielEdrisian Agents learn browser automation through self-play like AlphaGo · @shreypandya AI names Chromogranin A as the protein shielding brains from Alzheimer's · @bryan_johnson Friday, April 17
Slash raises $100M at a $1.4B valuation led by Ribbit and Khosla · Slash Perplexity launches an AI operating system running 19 models at once · Evan Luthra Thursday, April 16
Vibe coding ships fast but great systems still take real time · Nikunj Kothari (@nikunj) OpenClaw reaches production readiness with sandboxing and firewalls · Garry Tan (@garrytan) Cal.com closes its code as AI turns openness into a security risk · Bailey Pumfleet (@pumfleet) Permissioned blockchains are just databases with extra steps · Nick Almond (@DrNickA) Clickable interactive equations beat static math explanations · Parzival (@whyarethis) Allbirds stock jumps 200% after pivoting from shoes to AI · The Kobeissi Letter (@KobeissiLetter) A reasoning model runs the hedge fund with no human managers · Michael Royzen (@MichaelRoyzen) Aeon ships a fully autonomous agent framework with zero approval loops · aeon (@aeonframework) Wednesday, April 15
X and Wealthsimple pilot one-tap trading from tweets in Canada · DegenerateNews Omi for desktop watches your screen and advises next steps · kodjima33 This Week in Startups puts $5K bounty on real-time podcast insight app · twistartups Cohere took $240M in Canadian funds with no clear sovereignty guarantees · RaquelDancho Tuesday, April 14
Skye replaces the static iPhone home grid with an ambient agent layer · @signulll SEC grants 5-year safe harbor for self-custodial crypto frontends · @x256xx Portfolio monitor pulls runway and sentiment from CRM and email · @yoheinakajima Dashboard of 25 years of NYT coverage reveals news as a pattern machine · @TedAlcorn A folder with a CLAUDE.md file already functions as an agent · @kieranklaassen Coconote exits to Quizlet in 18 months on $6.7M ARR and 1B TikTok views · @JosephKChoi Claude plus Obsidian surfaces your own past thoughts from notes · @yb_effect AI lacks go-to-market and incentives, risking a generational fumble · @chamath Agents ignoring domain knowledge crushed experts on optimization tasks · @danrobinson Monday, April 13
A bot buying No on every Polymarket exploits the 73% that resolve No · Sterling Crispin A LinkedIn MCP server lets AI agents run prospecting and outbound sales · denzell Anthropic quietly lowered Claude's default reasoning effort · Teng Yan Autoreason extends automated research methods into subjective domains · SHL0MS AI's real challenge is human meaning, not job displacement · sam lessin Agents should report back in video, not text, for density and presence · Joshua Xu Sunday, April 12
Dylan Field scraped Twitter to find Figma's first users · @TheChowdhary Scrubbable video transcripts in Obsidian Reader make YouTube feel broken · @kepano Buy crypto where the founder stayed and the token is down 90% · @goodalexander Grandiose AI doom talk signals companies without real moats · @elocinationn Economists are AI-pilled but still expect 1950s-level GDP growth · @BasilHalperin Thursday, April 2
Economists are getting AI-pilled · @BasilHalperin Friday, March 27
Picking 20 young startups rarely beats the S&P 500 over 15 years · @PeterJ_Walker A Mac slap-for-sounds app made $5K in three days organically · @Hesamation Canton's synthetic atomicity and privacy model get a technical takedown · @lex_node Founders Inc launches Canopy with $50K credits and up to $250K funding · @fdotinc Chroma accused of copying SID-1 research after receiving its tech report · @maxrumpf AI shifts from assistant to boss, directing human work · @shl Thursday, March 26
A VC won Wispr's round by becoming a power user, never asking for a demo · Tanay Kothari (Wispr CEO) As headless merchants multiply, distribution turns into ranking · XY Skip the consultants who install Claude and vanish, do it yourself free · Samuel Cardillo Trading agent runs continuous experiments and funds its own compute · @david_tomu Cline Kanban orchestrates Claude and Codex agents in isolated worktrees · @cline Chroma open-sources Context-1, a faster and cheaper agentic search model · @trychroma AI agent replaces marketing team and drives 2M views with zero ad spend · @realfrankwilder If a company is its workflows, you can import and run it in one command · dotta Wednesday, March 25
When anyone can build it in an afternoon, building stops being a moat · basche42 Each VC generation becomes the establishment the next one disrupts · Rak Garg Tier-1 VCs raise billions in months and back only the category leader · Pavel Prata VC reopened Wispr's $30M round after becoming a power user first · Tanay Kothari (Wispr) Newsletter to launch a directory as prediction markets institutionalize · Dustin Gouker Cheaper AI makes software affordable, triggering a demand explosion · Aaron Levie The definition of engineering excellence shifted in just four months · Garry Tan Polymarket bets became the incentive layer for pumping Backpack's token · Backpack Well-funded startups now go obsolete in months, not years · first check $500k-1M pre-seed AI agents now run autonomous onchain businesses with no human involved · Galaxy Digital Research Next YC startups move from vibe coding to building agent harnesses · chainyoda Tuesday, March 24
TRON scales its AI fund tenfold to $1B for agent rails · @trondao Silicon Valley orbits energy and chemicals, not the other way around · Shaun Maguire (Sequoia) Prediction markets broke through but not for what Augur was built to do · Matt Liston (@no__________end) Two-person engineering pairs a fast pirate with a structural architect · Dan Shipper (@danshipper) Photonic array performs matrix math in light at 6.2 PMACs density · Jungmin Kim, Qingyi Zhou, Zongfu Yu Six startup lessons founders ignore, from launching fast to firing fast · Paul Graham (@paulg) OpenAI kills the Sora app to refocus on business and coding · Sora Team Meta's Hyperagents can modify how they generate future improvements · @jennyzhangzt Linq raises $27M to make texting the universal interface for AI agents · Elliott Potter (@elliott__potter) Linq gives AI agents native iMessage, SMS, and voice access · @elliott__potter Meta's Hyperagents improve at improving themselves, not just at the task · Jenny Zhang (@jennyzhangzt) Google TurboQuant cuts LLM memory 6x and delivers 8x speedup · Google Research Ask for an interface, get an interface becomes the new software paradigm · @ctatedev Generative TUI renders live data dashboards on demand in your terminal · Chris Tate (@ctatedev) Figure 03 humanoid signals embodied AI maturing past research demos · @Benioff DAOs are the natural structure for agent-founded and agent-run companies · Snapshot Labs Angel checks hit a low in crypto, starved of projects not capital · Santiago R Santos Claude Code auto mode makes permission calls without human approval · Claude Starting today beats last year by assuming 10x better models · Gabriel The AI question shifts from what to build to why build at all · @wongmjane Humans were temporary glue between apps, AI absorbs that work · SightBringer (@_The_Prophet__) AI moving from cognition to execution by driving the desktop · @_The_Prophet__ AI memory breakthroughs are benchmark engineering, not real advances · Manthan Gupta (@manthanguptaa) Stripe protocol lets businesses close sales directly inside Facebook ads · John Collison Lutke: 2026 is the year every business can be rebuilt AI-native · @davidsenra via @tbpn Monday, March 23
YC's gstack is a talent funnel to spot founders before they start · @var_epsilon Street delayed launch to solve the legal problems launchpads skip · @MiyaHedge (Lukas/Miya) Paid acquisition always works once you package the customer's aha moment · @Arpan_Shah_ (Arpan Shah) Short the tool, long the work, hold what creates the work · @akoratana OpenClaw founder joins OpenAI and now says open models aren't there yet · @sudoingX Software will ship with Claude Code SDK so users can modify it · @t_blom Ben Lang refreshes his must-have pre-seed and seed investor shortlist · @benln VC drops Solana recommendations over the foundation's smug attitude · @beaniemaxi Whoever controls AI infrastructure controls modern civilization · @sudoraohacker AI zeroes out software-as-product, rewarding work done over tools sold · @akoratana (Animesh Koratana) AI maps 54% of HackerNews profiles to LinkedIn, ending anonymity · @deedydas Sunday, March 22
Top-tier founders quit fastest because their opportunity cost is highest · @Ryanrz The 2026 engineering team is one fast pirate and one architect · danshipper Claude Opus fast-mode costs $743K a year to run nonstop · @VictorTaelin Open source value is shifting from code to data, evals and weights · jack NOOK builds permissionless autoresearch where agents earn trust onchain · @ChillTRD Hustle Fund shares the actual tactics for asking investors for money · dunkhippo33 EurekaClaw automates the full local research pipeline from idea to paper · EurekaClaw Embedded Claude Code SDK turns users into co-developers of apps they run · t_blom Distribution shifts from top of funnel to top of the call stack · andrewchen Build for 10x better models with decision speed as the only bottleneck · gabriel1 Agents shift distribution from top of funnel to top of the call stack · @andrewchen Saturday, March 21
World Models mark a far-reaching shift few grasp in AI architecture · Packy McCormick Misconfigured Supabase bucket exposed background checks and equity data · @jameszhou02 Fundraising goes faster when founders know who is writing checks today · Martin Tobias (Pre-Seed VC) Banks open private rounds at low minimums, bypassing VC gatekeepers · Meghan Reynolds AI agents move past text to show options in live browsers · @Zeneca AI's first native growth channel is products agents can call on demand · andrew chen Poorer nations adopt AI fastest as wealthy countries grow skeptical · @omooretweets Friday, March 20
VESPER turns the Flipper Zero into a voice-controlled AI hacking tool · Pliny the Liberator AI empowers the individual, ushering in the era of the solo capitalist · Dan Gray Solar-powered mini PC bundles local LLMs and references for off-grid use · @heynavtoor VC obsession with momentum breeds data manipulation and weak diligence · @nikunj Karpathy stops writing code, delegates whole features to parallel agents · Anish Moonka Seed ownership compresses to 10%, forcing pricey Series A buy-ups · TBPN (Lightspeed partner discussion) The bespoke software revolution is pushed by makers, not user demand · Jason Fried AI-generated falsehoods are emerging as a deliberate defamation strategy · @JesseTinsley Readers retroactively trashed a book once AI use was suspected · Olivia Moore Eighteen months in production shows most agent swarms are built wrong · Chris K Thursday, March 19
Startups over $100M should let employees and VCs hedge via perp futures · @joeljohn Reddit and LinkedIn supply nearly 25% of all top LLM citations · @nxthompson Poke delivers AI workflows in 10-second recipes with no signup · @interaction Firms mine Perplexity's API to see what LLMs rank and retrieve · @natjin Three free tools spin up a self-running AI company in 10 minutes · @coreyganim Company formation is collapsing into a single button click · @Bencera Naive gives autonomous employees a bank account, legal entity, and email · @usenaive Matrix is Google for agents, trained on 100,000 skills and tools · @varun_mathur SEAL outlines DNS defenses for DeFi after domain hijacking attacks · @yieldsandmore AI users want task help, not the creativity and transformation pitch · @lulumeservey Claude Code channels let you control coding agents from your phone · @trq212 ChatGPT ad revenue per user could surpass Meta given deeper engagement · @omooretweets Claude Code mass produces millionaires, not zero-sum billionaires · @toddsaunders Strong AI turns Uber for X into consumers requesting robots · @andrewchen Pantera argues agent banking is the real category, not agentic payments · @therollupco Wednesday, March 18
Walmart patents AI that sets real-time shelf prices across US stores · Lukasz Olejnik (@lukOlejnik) TaxHacker is an open-source AI app that reads receipts in any language · Jainam Parmar (@aiwithjainam) A 100% Series A graduation rate signals too little risk, not excellence · Peter Walker (@PeterJ_Walker) SEC approves NASDAQ rule to bring tokenized securities onto blockchain · Aggr News (@AggrNews) In SF tech, automation is axiomatically good, a belief older than AI · roon AI is quietly liquidating the six-figure professional middle class · SightBringer (@_The_Prophet__) Stripe and Tempo launch an open protocol for agent-to-agent payments · Tempo & Stripe Aschenbrenner's 2024 forecast of the 2026 agent boom was basically right · Arpit Gupta (@arpitrage) Focus shifts to fintech rails, perps, RWAs, and zk-native finance apps · Joel John Openclaw pipeline turns raw footage into publish-ready video in minutes · niko (@nikovijay) AI personalization has broken spam filters and decimated the email inbox · Bill Gurley (@bgurley) Cursor's repricing burns a month of dev credits in one to two days · Gergely Orosz (@GergelyOrosz) Investors want non-obvious insight on an explosive market, not bravery · Andrew Chen (@andrewchen) Building something significant demands resilience through dislike · dfinzer.eth | opensea People crave small worlds as emotional compression beats technical scale · SightBringer Solo founder hits $4.4M ARR in under two months · Linus Ekenstam (@LinusEkenstam) Agent swarms outperform single models and filter hallucinations at scale · Jake Brukhman Expose an OpenAPI spec and agents will pay to call your service · Ryan Sproule (@rsproule) Agent infra will consolidate through M&A or hyperscaler acquisitions · Ivan Burazin (@ivanburazin) Voice, storage and search will collapse into one agent cloud bundle · Ivan Burazin Tuesday, March 17
Bay Area startups now run as a zero-sum elimination tournament · arian ghashghai A $4.5M ARR solo business with AI agents is possible but breaks founders · Ben Cera OpenAI shifts focus to Codex, agents and enterprise, may cut apps · signüll Heavy AI spenders topping $1K a month tokens are a new founder profile · @nateliason (Nat Eliason) Long-running agents need goal-driven design, not task-driven scripts · louis030195 Aschenbrenner called the 2026 chatbot-to-agent leap back in June 2024 · @arpitrage (Arpit Gupta) Online scenes follow a fixed arc from seed to collapse to diaspora · thebes Headless SaaS rebuilds Photoshop and Slack as agent-first APIs, no UI · @ivanburazin (Ivan Burazin) Crypto card spend surpassed $100M monthly from near zero in 2023 · Frank Chaparro Claude Dispatch keeps one persistent conversation across devices · @felixrieseberg (Felix Rieseberg) Altman concedes transformer gains now come from tooling not the models · @expatanon The AI transformation will unfold over decades, not years · Tiago Forte AI flags $4.2B in overpriced government contracts and drafts the bids · 0xMarioNawfal An AI fake band built a real audience and became an actual touring act · @MilkRoadAI (Milk Road AI) Monday, March 16
Palantir was designed from day one to be impossible to remove · Mehdi (@BetterCallMedhi) Toronto leads globally as Canada places four cities in top ten · FounderEric (@FounderEric) Crypto card spending has climbed from near-zero to $100M-plus monthly · Frank Chaparro (@fintechfrank) The bitter lesson hits agents: more tokens beats fancy frameworks · Dan Shipper (@danshipper) Sunday, March 15
Three LLM bets equal 70% of all VC profits from the past decade · Meghan Reynolds If your output can be measured, AI will industrialize it, no exceptions · Christian Catalini Lovable bee-swarms every employee post to turn engineers into marketers · Harry Stebbings / Elena Verna A full local AI agent runs on a $50 RTX 3060 at 29 tok/s · Sudo su Karpathy scores all 342 US jobs: screen work is highly AI-exposed · Kaito Hyperspace swarm runs 14,832 autonomous experiments across 237 agents · Varun Mathur As software nears zero cost, value moves to forward deployed engineers · Ethan Kho / Michael Watson dimOS hits #3 on GitHub, letting AI agents make physical tool calls · stash A markdown skill graph runs ten social accounts without manual writing · Ronin Data shows only 13 of 11,023 AI-issued bounties were ever paid out · Haseeb Qureshi Monday, March 9
Zora's Solana pivot failed as a misread of what had worked before · unknown Overnight agent loop yields a 0.8B model beating the old 1.6B by 19% · unknown Shenzhen district courts AI agent startups with zero-cost launch policy · unknown Wednesday, March 4
AI agent kellyclaude pays a human contractor, a documented first · unknown AI accelerates greenfield builds far more than it helps mature codebases · unknown Monday, March 2
Tokens are the native funding instrument for agent-run businesses · unknown