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.
Thursday, August 20
new Founders who personally reference check even non-direct reports · @dittycheria Valuation heuristics, forward multiples, and what history reveals · @0xsmac Wednesday, August 19
AI tool built on personal data surfaces hidden network opportunities · @edleonklinger Agent platform update promises to reshape how teams communicate · @FurqanR AI capabilities cycle from scrappy startups to big-tech integration · @thatguybg 80 patterns show moats still exist in biology and business · @kepano America must continue to lead. · @vladtenev New paper examines economics of record-low global fertility rates · @JesusFerna7026 Record fertility lows are historically novel and poorly explained · @JesusFerna7026 Most users do not want to own or compose their own agent stack · @landforce ChatGPT citations are shifting from Reddit to official docs · @irabukht America must lead' is a meme, not a geopolitical argument · @vladtenev AI capability windows close fast, so startups must build moats · @thatguybg An AI relationship layer built on personal data surfaces warm intros · @edleonklinger A new product wedge is changing how teams coordinate with agents · @FurqanR Tuesday, August 18
Most people want simple apps, not DIY agent infrastructure · @landforce Crypto investors owe societal returns, not just financial ones · @goodalexander Reddit drops from 15% to zero in ChatGPT source citations · @irabukht Deft launches writing AI that evades detection 86% of the time · @rosmine Google releases August 2026 spam update for search rankings · @googlesearchc A single chief-of-staff agent should hide subagent complexity · @tansawit Users want a single chief-of-staff agent, not a swarm of named bots · @tansawit Kaito Pulse fingerprints devices to tie X accounts to hardware · @0x_ultra Terminal-based live call animations shown in developer demo · @FurqanR Wisconsin polling firm shuts down, admits its operation was bogus · @BrettLoGiurato Build AI skills automatically by mining your session traces · @TheAhmadOsman World's largest underground hydro plant planned on Canadian Shield · @DanielleFong App layer may prove more defensible than underlying AI models · @scottastevenson New AI lab launches writing model that fools most AI detectors · @jmrphy AI marketing OS open-sourced to replace first six marketing hires · @rom1trs Older married founders statistically outperform younger ones · @NateLorenzen How to structure a 5-minute startup pitch that invites questions · @startupoppa Grok Bot team releases five tips for multi-agent AI workflows · @benln X opens platform to bots with AI labeling and free API credits · @singhai A16z New Media team is hiring to help founders with storytelling · @david__booth Former Apple engineers launch $1,399 wall-mounted record player · @ritwikpavan Origin code hosting platform launches with Cursor integration · @cursor_ai OpenRouter deal delivers 5.4x return, 15,000%+ IRR in four months · @P_Bonnet New agent reviews UI design on every pull request automatically · @shl OpenAI cuts GPT-5.6 Sol prices 50% to influence market share data · @SemiAnalysis_ X opens its platform to bots and offers free API credits · @singhai Pangram prioritizes better writing, not just fooling AI detectors · @jmrphy Build specialist bots once, then assemble teams from them forever · '@NousResearch' Session traces are a source for building reusable agent skills · @TheAhmadOsman Price cuts on routing layers distort AI market share signals · '@SemiAnalysis_' Turn a narrative into a balanced prediction market portfolio · '@ZEITFinance' Origin's code hosting platform launches with deep Cursor integration · @cursor_ai The useful read here is not that age or marriage magically cause success · @NateLorenzen Agent workflows improve with specialists and a shared task log · @benln Google's developer style guide is a practical antidote to AI prose · '@natebjones' The best five-minute pitch intrigues first, then opens to questions · @startupoppa When AI exits compress time, late rounds can generate absurd returns · '@P_Bonnet' PR agents should review interface quality, not just correctness · '@shl' The blanket claim that AI wrappers could never be durable has aged badly · @scottastevenson The interesting move here is not just using AI for marketing tasks · @rom1trs The interesting part of AI robotics is not just autonomy · '@itsolelehmann' The interesting part of the a16z post is not the hiring announcement · @david__booth Monday, August 17
Google's style guide fixes AI writing that sounds unnatural · @natebjones Worldviews lets traders express views as prediction market portfolios · @ZEITFinance AI drone startup raises $1.2M to automate cattle herding · @itsolelehmann Hermes Desktop launches Bot Mode for multi-agent workflows · @NousResearch Multi-bot group chats tackle game development with specialized roles · @tonbistudio Models, IDEs, agents, and app builders all lack durable moats · @nikunj X follower research bot built in 20 minutes drives $3M in revenue · @mattepstein Instinct and its peers are solving Silicon Valley problems · @VinIyengar Claude can turn codebases into interactive visual diagrams · @ALmendili Family offices make unusually flexible early LPs for emerging funds · @iPaulLee Data-driven VCs back familiar startups but miss breakout successes · @credistick Fanout launches as a curated learning archive for engineers · @notsurajgaud AI will widen the gap between high-agency and passive people · @antoniogm Workflows for using Grok Bot in go-to-market operations · @kristaletz How an automated AI content engine drove 4.6M Google impressions · @Trace_Cohen Six contested questions shaping the AI industry debate · @vasuman Hop-1 robot saves energy by bouncing instead of flying · @ErenChenAI New tool lets AI agents scrape social media behind login walls · @coreyhainesco The four-part mindset of an effective product leader · @scottbelsky AI tools make customer clustering accessible with little effort · @danshipper Clayton Christensen's final lecture asks: what life are you building? · @limalemonnn AI-qualified followers make for warmer outbound than cold prospecting · '@mattepstein' Most people build the wrong life through hundreds of right decisions · @limalemonnn Strong product leadership is a balancing act across time horizons · @scottbelsky Personal AI assistants are built for the time-poor rich, not most people · '@VinIyengar' Hop-1 shows why robots should stay grounded and fly only when needed · @ErenChenAI Grok turns the social timeline into a native GTM workflow · @kristaletz The interesting use of chat-native AI tools is not occasional prompting · @kristaletz Fanout is a living archive of what engineers should learn · @notsurajgaud Family offices make unusually good early LPs for emerging funds · @iPaulLee Data-driven VCs win in known categories but miss breakout startups · @credistick The useful version of AI SEO is not mass-producing generic pages · @Trace_Cohen AI makes it cheap to cluster and understand your customers · @danshipper AI amplifies gaps in drive and judgment rather than closing them · @antoniogm AI debates sound ideological but are really market-structure bets · @vasuman The interesting part of AI SEO is not mass content generation · @Trace_Cohen AI product categories are scaling faster than moats can form · '@nikunj' AI amplifies individual agency gaps that policy cannot close · @antoniogm When agents make labor free, only truly scarce resources stay valuable · maxbittker Sunday, August 16
AI agents create inflation and resource scarcity on RuneScape server · @maxbittker Calendly links alone won't close consulting clients · @kai_cabero Visual canvas interfaces offer a new way to interact with AI agents · @iodave The concentrate-vs-distribute AI regulation debate is a false choice · @DarioAmodei AI insiders keep predicting AGI in 2 years, skeptics aren't buying it · @gametheorizing X study-this posts are more useful when they name the mechanism · '@LoganTGott' Shared canvases are replacing chat as the agent interface · '@iodave' Objective rules can constrain frontier labs without freezing open AI · Dario Amodei Price before trust kills the deal, so send the doc first · @kai_cabero Insiders forecast near-term AGI while operators still see a tool · @gametheorizing Saturday, August 15
This post is required reading for anyone building on X · @LoganTGott AI agent UX must borrow proven consumer psychology tricks · @scottbelsky Startup marketing copies credibility it hasn't earned yet · @credistick Subscriber drops Claude Max and Codex for Supergrok Heavy · @basche42 Financial speculation is the new participatory social behavior · @NTmoney Essay 'Ordinary Abundance' earns Pulitzer-worthy praise · @pescami Early startups break when their marketing outruns their substance · @credistick Dropping Claude Max and Codex for Supergrok is a real market signal · @basche42 The meritocracy myth creates a false picture of how outcomes happen · '@GreenPlusAnE' Speculation is increasingly behaving like participatory media · '@NTmoney' Crypto is losing top growth talent for lack of an onboarding funnel · '@renyukong' Agents live or die on making users feel smart in the first minute · @scottbelsky Ordinary Abundance deserves a Pulitzer that doesn't exist yet · '@pescami' Friday, August 14
Teaching the meritocracy myth sets kids up for disillusionment · @GreenPlusAnE Outside talent will enter crypto fast once onboarding paths exist · @renyukong AI inference forecasts were revised 57x upward in a single year · Glenn Solomon (@glennsolomon) AI token generation forecasts revised 57x upward in a single year · @glennsolomon VC firm publishes manifesto on mid-to-late stage venture markets · @tweetoferic AI data companies face structural barriers to long-term value accrual · @hypersoren Reframing extra work as problem-solving is key to business success · @typesfast Timing beats personalization when AI makes cold email ubiquitous · @VibeMarketer_ A solo engineer with 20 AI agents can outperform an entire department · @garrytan Founder referrals carry more weight with investors than cold outreach · @sunnyriver Focus on a handful of compelling bets rather than tracking everything · @rargulati Viral marketing that trades trust for attention backfires in fintech · @alexkehr Frontier AI model commoditization may push Anthropic toward an IPO · @travisbickle0x Real-time dynamic pricing could ease the AI capacity crunch · @tszzl Anthropic and OpenAI both call their strategy horizontal · @hypersoren Anthropic and OpenAI both call their strategy horizontal · @jbahrdestefano An AI agent attends Spain's first solar eclipse in 121 years · @oliviazzzu Amodei's spouse sought Epstein investment for luxury porn startup · @zerohedge Man hid AI prompt injections in court filings using white text · @MTSlive Opendoor makes first-ever stock buyback, reducing share count by 5% · @mhdempsey Cursor launches Origin, a Git platform built for agentic workflows · @mark_k The interesting part of Opendoor's buyback is not just the repurchase · @nejatian via @mhdempsey The case for mid-to-late-stage venture and what the market can't see · '@tweetoferic' Underground fraud rings sell fake KYC face-scan verifications · '@deedydas' Grey market KYC fraud services undermine AI identity checks · @deedydas Timing beats personalization once AI makes cold email ubiquitous · @VibeMarketer_ The useful frame isn’t whether a task creates more work · '@typesfast' Real-time API pricing would let AI supply match variable demand · @tszzl Hidden prompt injections turn documents into AI attack surfaces · @MTSlive Good investing means deep focus on a few names, not total coverage · @rargulati Rapid frontier model commoditization pressures Anthropic toward an IPO · @travisbickle0x Founder referrals beat cold outreach in early-stage fundraising · @sunnyriver Router layer economics may force AI labs back into vertical integration · @hypersoren Anthropic and OpenAI want to be infrastructure, not vertical owners · @jbahrdestefano Visual codebase diagrams make AI code collaboration easier · '@fleetingbits' In fintech, winning attention faster than trust becomes a liability · @alexkehr AI data companies face a market structure problem, not a data problem · '@hypersoren' The claim is not just that AI makes engineers faster · @garrytan Cursor's Origin signals a new Git layer built for agentic workflows · @mark_k Thursday, August 13
Underground KYC fraud operations supply fake face-scan verifications · @deedydas Pumpfun KOL traders' returns broken down by holding duration · @dethective Converting codebases to visual diagrams improves AI-assisted review · @fleetingbits X algorithm weights out, link-copying is the top engagement signal · @cognition X publicly posts its recommendation algorithm weights · @IterIntellectus Figma used network graphs to target early influential design users · @lefttailguy Programmable equity aims to solve private market trust gap · @matty_ Founder finds angel investors receptive where VCs were not · @humangallardo Crypto opens early-stage wealth access once limited to insiders · @NTmoney Developer builds messaging app that routes texts via carrier pigeon · @noah_bino Routing AI tasks to cheaper models cuts token costs 95% · @0xSero VCs lament Series A drought but won't write the checks · @varunram VC market swings wild as valuations surge and SPVs fall out · @Samirkaji Google Zero arrives: publishers report 40% traffic drops · @zerohedge Trump floats capital gains tax adjusted for inflation · @zebulgar Founders may be best positioned to survive AI disruption · @paulg Data center cut a Washington town's poverty rate from 29% to 6% · @nic_carter Micropayment system gives AI agents full inference autonomy · @Jamie_Alethieum Token crowdfunding proposed for community AI agent projects · @dhh Gamma hit $100M ARR by optimizing for AI search engines over Google · @irabukht Crypto industry struggles to find a better brand name for itself · @reganbozman AI landscape map built in Obsidian updates after each podcast · @sophiadew X publishes its recommendation weights, making ranking inspectable · '@XOpenSource' VCs complain about the Series A drought but won't write the checks · @varunram AI valuations surge every few months while contrarian bets stay unfunded · Samir Kaji Routing AI tasks to cheaper models can cut token costs by 95% · @0xSero PhoneFarm's robot hand automates real phones for $499 · phonefarm.ai Anthropic on the coming collision of AI agents in shared systems · anthropic.com Palantir required a four-year definitive guide to explain itself · @TheEthanDing Build your interview prep as a living knowledge graph, not notes · @sophiadew Gwern proposes personal AI 'Guardian Angels' as digital twins · gwern.net The web bargain is broken: publishers report 40% traffic drops · @zerohedge Founders may be safer than employees when AI reshapes the economy · Paul Graham The political fight over data centers runs on misinformation · @nic_carter The best blockchain financial products don't call themselves crypto · @reganbozman Context graphs turn agent debugging from search to guided investigation · @sachelik AI search rewards comparison content, not brand marketing · @irabukht Agent autonomy breaks down without machine-native payment rails · @Jamie_Alethieum Token crowdfunding could become the native funding rail for agents · @dhh Wednesday, August 12
Definitive guide to Palantir published after four years of research · @TheEthanDing Context graph approach helps AI agents find hidden code bugs · @sachelik How to write scroll-stopping social posts: two foundational rules · @jonwu_ Young workers increasingly lack basic computer and communication skills · @theisaacmed No frontier AI model acts as a true personal advocate for users · @dwarkesh_sp AI-assisted builds still need deliberate layered architecture · @chrismaddern Compute prices expected to rise 10x by 2030 as demand outpaces supply · @distributionat AI distillation debate pits national security against open competition · @ccatalini Small ARR startups with strong retention are overlooked by big funds · @JasonrShuman Q2 2026 marks the return of liquidity and an IPO surge in tech · @lessin Why Jevons Paradox doesn't apply to housing supply and affordability · @jonwu_ Cerebras AI tool fields 15,000 questions daily to onboard engineers · @andrewdfeldman Podcast: Silicon Valley's go-to comms strategist on going direct · @davidsenra Benchmark VC shares three-question framework for picking investments · @patrick_oshag Trading products must cover discovery, action, and portfolio · @yashhsm AI investment consensus fades as obvious opportunities narrow · @ItzSuds When consensus AI trades overheat, access alone no longer beats craft · '@ItzSuds' Trading products break when discovery, execution, and portfolio diverge · '@yashhsm' Small AI startups at $1-5M ARR with strong retention are underpriced · @JasonrShuman How direct communication gives AI leaders a strategic edge · @davidsenra Raw company chatter is a bad retrieval layer · @andrewdfeldman A git hook that quizzes you on your code before you can open a PR · @valhalla_dev A model can be helpful without being your advocate · @dwarkesh_sp Lead with a falsifiable claim and cut the throat-clearing · '@jonwu_' The AI edge goes to companies that capture their own context · @scribeceo Benchmark's three questions for picking early-stage investments · @patrick_oshag Unlimited model capability does not remove the need for architecture · @chrismaddern Tuesday, August 11
The AI edge goes to companies that capture how they work and decide · @scribeceo Opinionated technical writing pays off with outsized rewards · @owl_posting Git hook idea would quiz devs on their own code before opening a PR · @valhalla_dev Seeking too much advice tends to produce worse decisions · @scottbelsky 2009-2026 bull run reframed as one continuous AI bubble · @kelxyz_ Grok launches AI bots that sign into tools and complete tasks · @bot AI inference pricing may follow electricity's dynamic model · @sanlsrni Coordinator-worker agent architecture dispatches scoped sessions · @_overment AI startup GTM playbook: founder-led marketing before paid spend · @vatsal_sanghvi Browser game lets players race to build superintelligence · @danrobinson Calls for an updated AI inference cost decline chart since 2024 · @anquetil Web frameworks should auto-expose UI actions as agent APIs · @SalvinoArmati Angel investing pays in relationships and knowledge, not returns · @nickducoff Unitree IPO was oversubscribed 8,000x on $1.1T in demand · @sjdedic Four agent configs every software repo should have running · @JackDishman How Meta is reframing the AI race around distribution · @lulumeservey Early-stage VC needs more believers, not more capital · @bonatsos Knowledge graphs make poor data structures for AI memory systems · @henrytdowling Researchers find API flaw that exposes frontier AI hidden reasoning · @kotekjedi_ml An agent harness is more than a model wrapped with tools · @RubricLabs Web frameworks should auto-expose UI actions as agent APIs · @SalvinoArmati At the earliest stage, the scarce resource is not more money · @bonatsos Unitree IPO was oversubscribed 8,000x on $1.1 trillion in demand · @sjdedic The post-2009 bull run was one AI bubble, not separate cycles · @kelxyz_ Seeking too much advice tends to produce worse decisions · @scottbelsky Seed portfolio construction is not just about valuation discipline · @nchirls Giving agents direct access to passwords is the wrong architecture · @0xZoZoZo Robotics investor demand vastly outpaces public market access · @sjdedic Researchers find API flaw that exposes frontier AI hidden reasoning · @kotekjedi_ml Repo agents should scan for errors, autofix, and log what they learn · @JackDishman Opinionated technical writing pays off with outsized rewards · @owl_posting Nvidia converts roadmap knowledge into depreciation insurance for banks · @8teAPi Zuckerberg wants his values known before stronger models arrive · @alexeheath Meta's strategic move is to change the scorecard for the AI race · @lulumeservey MCP-native fundraising turns capital raises into agent workflows · @harris Knowledge graphs make poor data structures for AI memory systems · @henrytdowling Inference pricing will split into zones like a power market · @sanlsrni How Meta is reframing the AI race around distribution · @lulumeservey Introducing Grok Bot, now in early beta · @bot Researchers can recover hidden reasoning from frontier AI APIs · @kotekjedi_ml Freeform memory beats knowledge graphs for AI companions · '@henrytdowling' Four agent configs every software repo should have running · @JackDishman Once you have product pull, AI GTM becomes a capital allocation game · @vatsal_sanghvi Coordinator-worker-reviewer loops improve multi-agent reliability · @_overment Coordinator-worker agent architecture dispatches scoped sessions · @_overment Call for an updated AI inference cost decline chart since 2024 · @anquetil Browser game turns recursive self-improvement into a strategy sim · @danrobinson Browser game lets players race to build superintelligence · @danrobinson A component library of UI primitives built for AI chat interfaces · vercel.app The interesting shift is not agents summarizing papers · @transformerlab “You will lose money” It’s true · @nickducoff AI startup GTM: do founder-led marketing before paid spend · @vatsal_sanghvi AI inference pricing may follow electricity's dynamic model · @sanlsrni Founders can compress weeks of market research into hours with Claude · @fin465 Agents that sign into your tools are the next product surface · @bot Agent-native software should make every UI action programmable · @SalvinoArmati More advisors sand down bold judgment into safe decisions · '@scottbelsky' The 2009-2026 bull run was one continuous AI bubble · @kelxyz_ Monday, August 10
Nvidia offers GPU depreciation insurance for bank financing deals · @8teAPi Zuckerberg publishes pro-AI manifesto as Meta nears stronger models · @alexeheath YC method compresses a month of GTM research into 3 hours with AI · @fin465 What an agent harness is · @RubricLabs Free MCP-powered fundraising platform launches in beta · @harris Primus AI agent automates the full ML research loop · @transformerlab Seed GPs balance non-consensus and consensus-priced founder bets · @nchirls AI agents get secure credential access via 1Password service accounts · @0xZoZoZo Logistics AI agents learn new skills autonomously via memory graphs · @typesfast Used-car platform runs 95% of transactions on AI agents · @VirtualElena OpenAI consumer revenue reaccelerates sharply in July card data · @JaredSleeper Small angel checks yield knowledge and relationships beyond returns · @ZachZelle Concentrate AI becomes first AI gateway to eliminate all fees · @zachmoskow Remoko lets AI agents send iOS push notifications via MCP · @yoheinakajima ChatGPT merged chat and work interfaces to signal work use case · @BrennerSpear Meta open-sources Muse Glimmer 30B, previews Muse Spark release · @finkd VC kingmaking narrative conflicts with the industry's founding mission · @arian_ghashghai Zuckerberg releases a pro-AI manifesto as Meta nears stronger models · @alexeheath YC's method compresses a month of GTM research into 3 hours · @fin465 What an agent harness is · @RubricLabs Venture kingmaking turns VCs into private market stock traders · @arian_ghashghai Used car platform runs 95% of transactions on AI agents · @VirtualElena One interesting note ive seen recently in the startup world · @ZachZelle Remoko lets AI agents reach you with iOS push notifications · @yoheinakajima Primus automates the full ML research loop · @transformerlab OpenAI consumer revenue reaccelerates sharply in July card data · @JaredSleeper OpenAI consumer revenue reaccelerates sharply in July card data · @JaredSleeper Incredible · @8teAPi Logistics AI agents now learn new skills autonomously via memory graphs · @typesfast Logistics AI agents learn new skills autonomously via memory graphs · @typesfast We built a end-to-end fundraising platform 100% controllable via MCP · @harris OpenRouter collected over $50M in FEES in the past year · @zachmoskow The real edge in AI-native companies is not just adopting agents · '@VirtualElena' Sunday, August 9
Tech workers funnel salaries into friends' early-stage companies · @dcbuilder FDE work converges with evals, posttraining, and RL environments · @jerryjliu0 Tech workers funnel salaries into friends' early-stage companies · @werningfacundo VC has grown alongside Big Tech rather than disrupting it · @credistick Early-stage deal flow prompts consideration of solo GP fund · @antinertia Model post-training now works inside existing production harnesses · @appliedcompute Graphical apps face obsolescence as personal agents reshape UI · @ianlapham Zero-employee companies are viable, but AI harnesses face limits · @DennisonBertram Ambitious people should live in seasons, not pursue daily balance · @aporia9n Running a zero-employee company is a skill, not a software stack · @DennisonBertram Zero-employee companies are viable but AI harnesses face limits · @DennisonBertram VC has grown alongside big tech rather than disrupting it · @credistick Personal agents are collapsing the traditional UI layer · @ianlapham Overeasy makes your filesystem forkable, resumable, and revertible · '@erikdunteman' Post-training now works inside your existing production harness · @appliedcompute Graphical apps face obsolescence as personal agents reshape the UI · @ianlapham FDE work converges with evals, post-training, and RL environments · @jerryjliu0 I’ve met 100+ founders over the last 8 months to advise them on growth · @antinertia Copied order flow makes social trading an adversarial market · @MidCurveMortal Ambitious people should measure balance in years, not days · @aporia9n Ambitious people should live in seasons, not pursue daily balance · @aporia9n Autonomous agents need a direct line to their human operator · @swisscheese4299 Agent plus human curation finds far better early-stage creator fits · '@ThinksDylan' Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark 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capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown Auto-curated from the canonical raw X bookmark capture · unknown 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FOMO co-signs every trade, and someone is using that to front-run you · @MidCurveMortal I built a food safety AI platform where any agent can page a human · @swisscheese4299 Overeasy filesystem makes your FS forkable and revertible via S3 logs · @erikdunteman AI tool finds X creators for marketing at scale in minutes · @ThinksDylan Large share of corporate employees produce near-zero output · @ZachZelle Haiku plus OpenOntology beats Opus on agentic search benchmarks · @wileycwj Midbound cold email targets people who liked rival LinkedIn posts · @chrispisarski Pent-up startup liquidity is flowing back to venture funds · Samir Kaji (@Samirkaji) Sharing agent workflows across teams remains an unsolved problem · @dwr The interesting result is not that Haiku beat Opus on one benchmark · @wileycwj OpenRouter bets on AI data storytelling with a Carta hire · Peter Walker Midbound: targeting competitor post engagement books more sales demos · @chrispisarski I built the AI platform for a company critical to a nation's food safety · @swisscheese4299 Lol we may have cooked too hard on this one · @wileycwj Live competitor comments beat static databases for outbound lists · @chrispisarski Claude Code adds messaging between sessions for smoother handoffs · '@ClaudeDevs' Economic constraints, not hype, sharpen AI forecasting · @ccatalini An AI tool finds creator partners for marketing at scale in minutes · @ThinksDylan AI stalls in enterprises stuffed with low-accountability roles · @ZachZelle A lot of enterprise AI cost is self-inflicted · @pwendell Friday, August 7
Data analyst from Carta joins OpenRouter to cover AI analytics · @PeterJ_Walker Three economic principles for navigating AI uncertainty · @ccatalini Databricks cuts AI costs up to 90% while scaling adoption · @pwendell Claude Code sessions can now send messages to each other · @ClaudeDevs Formula for raising a Series A in today's broken funding market · @yrechtman VC now splits cleanly into formation stage and Series A or later · @nunzi46 VC ecosystem now splits into three distinct investment stages · @seanwdoolan AI search referrals offer early-stage startups an easy revenue boost · @sfakkawi Crypto revenue has shifted from blockchains to apps since 2023 · @MeshClans Talk to users' and 'disagree with users' are not contradictory · @scottastevenson Apps capture distribution as specialized protocols proliferate · @aadams Legal AI firm Harvey seeks $500M at $15.5B valuation · @julia_hornstein Seed-strapping offers startups a middle path to profitability · @fin465 AI safety narratives criticized as regulatory capture theater · @Mayhem4Markets Crypto helps connect people beyond existing social circles · @NTmoney A look at the frontiers of materials science and discovery · @mackenziejem Hands-free multi-agent stack with chief of staff and builder tiers · @yoheinakajima Weekend hackathon offers $1000 in tokens to clone enterprise SaaS · @swyx Black Hat publishes full OpenAI Hugging Face incident talk · @AndrewCurran_ Weekend hackathons become go-to-market for tokenized AI products · '@swyx' (no excerpt captured) · @swyx Founders in venture's unsponsored middle need a capital plan · '@seanwdoolan' Agree w Sean · @nunzi46 VC ecosystem now splits into three distinct investment stages · @seanwdoolan User research and user disagreement are not opposites · '@scottastevenson' Three economic principles for navigating AI's unknown unknowns · @ccatalini Seed-strapping offers startups a middle path to profitability · @fin465 Seed-strapping forces profit discipline, the fastest path to PMF · '@fin465' Open-source AI agents will spread as worms with no kill switch · @sterlingcrispin Open models will dominate production while frontier labs keep the edge · @0x_Mist Agent stacks now look more like org charts than personal assistants · '@yoheinakajima' Harvey's $15.5B valuation on $350M ARR shows vertical AI can scale · '@julia_hornstein' Harvey seeks $500M at $15.5B valuation, a 40% premium in five months · @julia_hornstein A hands-free multi-agent stack with chief-of-staff and builder tiers · @yoheinakajima A formula for raising a Series A in today's broken funding market · @yrechtman Databricks cut AI costs by up to 90% while growing adoption · @pwendell Life update, last day here at Carta · @PeterJ_Walker Crypto revenue has shifted from blockchains to apps since 2023 · @MeshClans Crypto helps connect people beyond their existing social circles · @NTmoney Crypto helps people coordinate beyond their default social graph · @NTmoney Materials discovery needs the full stack, from models to synthesis · @mackenziejem One LinkedIn poster grew Clay's page from 14k to 120k with no paid ads · @paolo_scales New in Claude Code: your sessions can now message each other · @ClaudeDevs Black Hat publishes the full OpenAI and Hugging Face incident talk · @AndrewCurran_ Apps own distribution, specialized protocols serve their needs · '@aadams' Most startups can generate $1M from AI search referrals in hours · @sfakkawi AI search referrals are a growth arbitrage, not a strategy · '@sfakkawi' AI safety narratives are criticized as regulatory capture theater · @Mayhem4Markets AI credit cards paying token rewards are a crypto bet, not fintech · @jenzhuscott Giving every AI agent its own Chromium is the wrong call · @CloudflareDev Thursday, August 6
Open-source AI agents spreading like botnets is weeks away · @sterlingcrispin Clay's organic LinkedIn strategy grew company page to 120k followers · @paolo_scales Open-source models will handle 90% of AI tasks as costs diverge · @0x_Mist Kitesurf is a Rust agent browser built for Cloudflare Workers · @CloudflareDev Kimi launches an AI credit card that pays rewards in tokens · @jenzhuscott Robinhood cashcat listing allegedly involved insider trading · @clickl3ss AI assistant startup raises $5.2M to read iMessage and WhatsApp · @hazhubble Bitcoin ecosystem audit uncovers nearly 5,000 security findings · @callebtc Banks still lag on passkey support as security standards rise · @christopherwxyz ChatGPT rolls out GPT-5.6 models across all user tiers · @OpenAI Consumer AI's killer feature is personality and warmth · @jonwu_ Detailed data rooms give seed-stage startups a credibility edge · @sfakkawi Live market data is essential for AI financial research accuracy · @zeroxkyle Open-source agent memory tool adds shared team context in 2.0 beta · @TencentAI_News REPL harnesses outperform standard tool-calling for AI agents · @lu__jasper Fast Rust library parses 13 document formats into Markdown · @Teknium Durable execution is the key primitive for agent architectures · @gakonst US frontier AI models find vulnerabilities but won't help fix them · @callebtc US frontier AI fails Bitcoin red team as open-weight models step in · @callebtc Prime Agent's RLM self-improvement claims challenged by code review · @BrainsAndTennis OpenAI slows research for security after Hugging Face incident · @sharongoldman Tool calls as code outperform MCPs for AI agent harnesses · @lu__jasper One or two folks on the Red Team have GPT Cyber · @callebtc US frontier AI fails bitcoin red team as open-weight models step in · @callebtc Tool calls as code outperform MCPs for AI agent harnesses · @lu__jasper In coding, tool calls as code beat heavy agent protocols · @lu__jasper Shared agent memory turns a personal tool into a team layer · '@TencentAI_News' Early-stage fundraising credibility does not come just from the pitch · '@sfakkawi' Robinhood cashcat listing was insider traded. https://t.co/vHAvgEHhoB · @clickl3ss REPL harnesses fit how models think better than tool-call stacks · '@lu__jasper' REPL harnesses outperform standard tool-calling for AI agents · @lu__jasper Prime Agent's self-improvement claims don't hold up to code review · @BrainsAndTennis AI assistants move from email into private messaging networks · '@hazhubble' Modern fintech demands passkeys while big banks still lag · @christopherwxyz OpenAI gives first detailed debrief of the Hugging Face incident · @sharongoldman The strategic gap is no longer just model quality · @callebtc Compute markets aggregator thesis · @0x_Mist No one has a plan for open-source agents spreading like botnets · @sterlingcrispin New team memory feature lets agents share context across teammates · @TencentAI_News OpenAI makes frontier models the default ChatGPT experience · @OpenAI A lot of agent capability is downstream of boring I/O · '@Teknium' Live market data is essential for accurate AI financial research · @zeroxkyle Without live data, AI market research is just confident guessing · '@zeroxkyle' Kitesurf is a browser built for agents, running on Cloudflare Workers · @CloudflareDev Kimi launches a credit card that pays rewards in AI tokens, not miles · @jenzhuscott Frontier models find security flaws but are blocked from fixing them · @callebtc Frontier labs slow their security research as agent attacks go live · @sharongoldman Economists want hard data before believing AI capex is paying off · '@0xsmac' Durable execution is the key primitive for agent architectures · @gakonst Durable execution lets you write tasks, not orchestration loops · '@gakonst' Detailed data rooms give seed-stage startups a credibility edge · @sfakkawi Everything consumer AI still collapses down to companionship · @jonwu_ Consumer AI's real unlock is personality, not capability · '@jonwu_' ChatGPT rolls out improved models across all subscription tiers · @OpenAI A red team filed 4,962 security findings in just 27 hours · '@callebtc' We’ve raised $5.2M to build the default AI assistant over text · @hazhubble Wednesday, August 5
Economists seek hard data linking AI capex to real productivity gains · @0xsmac AI chat and roleplay apps already attract millions of monthly users · @jonwu_ Startup announces backing from Radical and Khosla Ventures · @JeffDean Breakthrough personal AI agent product predicted within 12 months · @signulll Crypto apps grow self-contained as DeFi protocol composability wanes · @jbrukh VC incrementalism let cloud giants absorb the next tech generation · @credistick Osmo Studio launches editable video platform from Figma and code · @willyhopps Dedicated AI tooling beats generic chat for knowledge work tasks · @mitchellhynes VC firm quietly removed author credit from 2019 defense investing post · @WillManidis Instant agent sessions change how engineers think about parallel work · @rywalker Big VC firms miss top founders by routing first calls to juniors · @credistick Kalshi launches public companies hub for earnings and forecasts · @Kalshi FutureSearch claims top rank in AI vs. human forecasting contests · @dschwarz26 A firm's real character shows up after a breakout winner, not before it · @WillManidis Venture is concentrating at both the GP and company level · '@pavelprata' VC incrementalism let cloud giants absorb the next tech generation · @credistick Incremental VC fed cloud incumbents via M&A rather than challenging them · @credistick VC firm quietly removed author credit from 2019 defense investing post · @WillManidis Startup fundraising posts are brand signals, not company insights · '@JeffDean' Sub-$50M VC funds offer LPs the best shot at 5x-plus returns · @credistick Startup announces backing from Radical and Khosla Ventures · @JeffDean Private agents win by owning your phone, email, and desktop · '@khoi_danny' A healthy open source product loop is not just people filing PRs · @brandtnewlabs Crypto open source fails when token holders and builders split · @shawmakesmagic Per-step model routing cuts coding agent costs without a quality hit · '@tomas_hk' AI infrastructure surges as the consumer middle market hollows out · '@kelxyz_' Kalshi launches a hub for public company earnings and forecasts · Kalshi (@Kalshi) One-second agent sessions push engineers to stop serializing work · @rywalker AI forecasting is now approximately superhuman · @dschwarz26 Figma, code, and reference videos become editable motion output · @willyhopps Economists seek hard data linking AI capex to real productivity gains · @0xsmac Coding gets tailored tools, other knowledge work gets generic chat · @mitchellhynes This is why harnesses are so important · @mitchellhynes Crypto should be making the old world obsolete, not appeasing it · '@pcaversaccio' Crypto apps go self-contained as protocol dependencies grow riskier · @jbrukh Rising protocol risk is pushing crypto products toward self-containment · '@jbrukh' Only 4.5% of Canadians earn the $150k happiness threshold · '@buperac' The real consumer AI breakout is companionship, not utility · '@jonwu_' Breakthrough consumer AI will come from assembling what already exists · '@signulll' A breakthrough consumer AI agent product is predicted within 12 months · @signulll Big VC firms miss top founders by routing first calls to juniors · @credistick Big VC firms miss founders by letting juniors take first calls · Credistick (@credistick) An AI spinout before closing can reshape what you're buying · '@alexrkonrad' Forecasting accuracy improves with persistent world models · Daniel Schwarz (@dschwarz26) AI chat and roleplay apps already attract millions of monthly users · @jonwu_ Fast agent sessions shift the unit of work from branches to queues · '@rywalker' Shared auth is the missing layer in multi-agent tooling · '@RhysSullivan' Tuesday, August 4
14 funds captured two-thirds of all H1 2026 startup capital · @pavelprata I guess I should say something about the token Look. · @shawmakesmagic Show this paper to any model running a self-improvement loop · @headinthebox Sub-$50M VC funds are the best bet for 5x-plus returns · @credistick Trade thesis: AI inference up, middle consumer down, ZEC flows in · @kelxyz_ Zinley is a private AI agent that spans phone, email, and desktop · @khoi_danny Only 4.5% of Canadians earn the $150k needed to feel happy · @buperac Airtable spun out AI unit Hyperagent before Bending Spoons deal · @alexrkonrad Ethereum has lost its mission to make the old world obsolete · @pcaversaccio Not Diamond launches model router for AI coding agents · @tomas_hk Executor launches on YC as a unified tool gateway for AI agents · @RhysSullivan Y-range scaling added to react-native-livechart in community PR · @brandtnewlabs VC sent wine to thank a founder after passing on their deal · @davidsenra Zinley is a private AI agent that spans phone, email, and desktop · @khoi_danny VC sent wine to thank a founder after passing on their deal · @davidsenra Best ideas on me · @kelxyz_ Most AI moats are melting, but one network effect keeps growing · getsuperintel.com Sub-$50M VC funds are the best bet for 5x-plus returns · @credistick Not Diamond launches a model router for long-horizon coding agents · @tomas_hk I guess I should say something about the token · @shawmakesmagic Doing Executor's YC launch today! · @RhysSullivan Ethereum has lost its mission to make the old world obsolete · @pcaversaccio A high-performing LinkedIn post is not just content · @pierreeliottlal AI content pipelines that scale small teams without faking their voice · @businessbarista Everyone is a M&,A expert today · @alexrkonrad Ok, my monthly VC/LP debrief is here · @pavelprata Monday, August 3
Market friction explains why large firms exist, per Coase · @credistick Large VC firms are structurally blind to startup outliers · @credistick Large firms exist because of market friction · @credistick A large enough VC portfolio starts to look like levered Nasdaq-100 · @credistick Sunday, August 2
Five things builders must genuinely love to thrive · @scottbelsky Saturday, August 1
Agentic CRM built in-house at Comp AI released as open source · @lewiscarhart How to wire your GTM stack into a single AI agent for daily pulse · @yasser_elsaid_ Class action claims Granola secretly records meetings for AI training · @RobertFreundLaw The Series A metrics that separate funded from passed startups · @YCInsight Dental practice AI startup Lassie reaches $10M ARR · @omooretweets OpenAI's Astra solves 10 open problems in math and computer science · @polynoamial The Series A after YC, what it actually takes ♻️ · @YCInsight OpenAI's Astra solved 10 open problems in math and computer science · @polynoamial How to wire your GTM stack into a single AI agent for a daily pulse · @yasser_elsaid_ The pitch is not just automation · @yasser_elsaid_ We @a16z spend a lot of time with vertical AI startups · @omooretweets A class action claims Granola secretly records meetings to train AI · @RobertFreundLaw Internal tools open-sourced become a go-to-market wedge · @lewiscarhart We've decided to open-source the CRM we built for ourselves at Comp AI · @lewiscarhart Friday, July 31
Lightreel delivers daily UGC video inspiration for app builders · @michael_chomsky Simulation startup raises $200M to model all 8 billion humans · @broadglow Supabase launches a benchmark for AI coding agents on real tasks · @supabase Cold email checklist covers deliverability, cadence, and data quality · @fin465 Why businesses should stop playing the markup game · @WillManidis Waddle Labs uses AI agents to write robot code from a text prompt · @DozenDucc This is advice we give our GPs often. · @johnfelix123 AI data industry has generated roughly $100B in market cap · @FrancoisChauba1 Leopold Aschenbrenner addresses LPs after fund collapse rumors · @tbpn Coding agents can automate SMB market research and lead scraping · @codyschneider Economic complexity may slow AI takeoff more than expected · @scottastevenson What changed to make Gemini 2.5 Flash so strong at OCR · @_ontologic 60% of Americans want to work for themselves. AI is closing the gap. · @Hadley Full interview: what happened to Leopold Aschenbrenner · @notthreadguy Early-stage VC optimizes for stock value, not real company value · @arian_ghashghai File transfer via flashing QR codes needs no network or pairing · @om_patel5 Ten emerging VCs from Q2 2026 include deep tech and hard tech funds · @pavelprata Cendana Capital values hustle and curiosity over stale credentials · @tbpn I still think about this tweet · @chrispisarski Introducing Waddle Labs: Claude Code for robots · @DozenDucc Ten emerging VCs from Q2 2026 include deep tech and hard tech funds · @pavelprata Introducing Supabase Evals · @supabase Simulation startup raises $200M to model all 8 billion humans · @broadglow Real-task benchmarks matter more than polished agent demos · @supabase Sudden OCR improvements usually come from post-training and evals · @_ontologic Lightreel is one of my favorite products rn · @michael_chomsky Here is the full letter Leopold sent to his LPs last night · @tbpn File transfer via flashing QR codes needs no network or pairing · @om_patel5 Someone built offline file transfer using rapidly flashing QR codes · @om_patel5 Great point · @scottastevenson Early-stage VC now optimizes for stock value over real company value · @arian_ghashghai GTM iS EaSY · @fin465 People pay thousands of dollars for SMB lead lists · @codyschneider The frontier use case is not abstract intelligence · @codyschneider The AI data industry has generated roughly $100B in market cap · @FrancoisChauba1 Thursday, July 30
New AI tool acts as a dedicated head of content for social growth · @nateliason Stripe built an AI platform to boost productivity across all teams · @emilygsands Inkling-Small matches flagship model at a quarter of the size · @miramurati New report series tracks and analyzes global VC fund closes · @pavelprata Luna and Terra's cost/performance makes entire businesses viable · @chrismaddern How corporations and liability limits built the modern economy · @JacobRobinsonJD Entertainment tech startup raises $325k pre-seed round · @siliconmania AI market research startup raises $200M at $2B valuation · @TheHolyKau AI tools reduce startup sourcing research to a few prompts · @jongall45 Open autoresearch repo uses LLMs to deeply optimize any domain · @0xSero Legibility pressure on fund GPs produces predictable strategies · @arian_ghashghai Private markets are where real investment returns are made · @matty_ Why early-stage VCs should stop thinking about competition · @lessin Citadel buys fund assets after alleged rate hike scare caused crash · @amitisinvesting I'm actually fairly bearish on frontier lab valuations. · @andrewho03 Never Compete · @lessin The signal here is organizational, not cosmetic · @emilygsands Coding tools changed what’s possible for engineers · @emilygsands I keep going back to how insane this is · @matty_ Open repo lets anyone recursively auto-research any domain · @0xSero This repo uses LLMs to recursively research and optimize any domain · @0xSero New VC funds raised: Q2 2026 recap · @pavelprata Maybe the best app onboarding I’ve ever experienced · @nateliason Demonstrates a fundamental lack of creativity · @arian_ghashghai Inkling-Small is comparable to Inkling at a quarter the size · @miramurati I'm actually fairly bearish on frontier lab valuations · @andrewho03 Entertainment tech startup raises $325k pre-seed round · @siliconmania OH · @amitisinvesting AI tools reduce startup sourcing research to a few prompts · @jongall45 Most market research agencies will struggle as AI startups scale · @TheHolyKau Wednesday, July 29
New company aims to improve LLM generalization through better RL data · @andrewho03 Series examines unscalable growth tactics companies used from 0 to 1 · @nicholaschua Saudi Vision 2030 money is pouring into startups with little traction · @apnmrev Tool converts docs and ideas into publishable two-host video shows · @HeyGen Why AI compute costs could rise 10x if labs hit $1T revenue · @dwarkesh_sp First autonomous AI cyberattack disclosed with full technical timeline · @ClementDelangue The uncertain value of AI harnesses relative to base models · @martin_casado A six-step tutorial on building apps with AI from design to launch · @petergyang Paid ads plus visitor de-anonymization to generate cold-email leads · @codyschneider AI may be approaching a 2008-style inflection point · @JayaGup10 New 2-bit model runs on one GPU with near-FP8 benchmark accuracy · @Eschalabs Americans say they hate AI but embrace chat, a professor finds · @MTSlive MCP gets its biggest update yet, going stateless for easier scaling · @ClaudeDevs BNY moves fund record-keeping to blockchain with $59T in assets · @fintechfrank Cache ops drove 84% of a startup's Anthropic API spend · @galdawave Inside how China's venture capital ecosystem actually works · @loubohan Smarter models monetize GPUs better, so compute may get pricier · Dwarkesh Patel Why AI compute costs could rise 10x if labs hit $1T in revenue · @dwarkesh_sp On harnesses, I vacillate between three beliefs: · @martin_casado Stateless MCP makes agent infrastructure easier to operate at scale · @ClaudeDevs Saudi vision 2030 is actually insane · @apnmrev RL data quality is emerging as the key post-pretraining bottleneck · @andrewho03 2-bit quantization now reaches near-FP8 accuracy for local inference · @Eschalabs Feels like a cheat code right now · @codyschneider Today is my last day at @OpenAI · @andrewho03 Today we are introducing Escha-W2 quantization · @Eschalabs Valley consensus on China's AI lead ignores how the capital works · @loubohan First autonomous AI cyberattack disclosed with full technical timeline · @ClementDelangue If model revenue grows faster than GPU supply, compute prices will rise · @dwarkesh_sp 84% of our Anthropic API cost came from cache reads and writes · @galdawave Cache operations drove 84% of one startup's Anthropic API spend · @galdawave BNY moves fund record-keeping to blockchain with $59T in assets · @fintechfrank NYU Prof · @MTSlive AI’s 2008 Moment https://t.co/aqHxqDCOvM · @JayaGup10 AI design has shifted from purple slop to a recognizable Claude look · @petergyang Tuesday, July 28
How to build in-house GTM workflows using Claude Code and MCPs · @chrispisarski The case for treating your dev machine like an employee's device · @kunchenguid Hollywood can't match vertical video upstarts on cost structure · @seyitaylor CFO owns the map, CEO owns the terrain in a well-run company · @PranavkSood Good partners matter more than capital as pre-seed sizes diverge · @0xLTR Protocol fee switch cuts LP gross income 25%, threatening viability · @guil_lambert Marketing agents are autonomous code loops on live business data · @codyschneider VC fundraising barbell effect compared to 2021 ZIRP era · @pavelprata DIY waterfall lead enrichment cuts out costly API middlemen · @codyschneider LinkedIn post formula drove 350 trials and $4k MRR in 24 hours · @pierreeliottlal Best-X-for-Y content dominates AI search fanout queries · @codyschneider Multiplayer AI raises open questions about agent identity and memory · @edgarpavlovsky Anti-slop content system drives 10M+ impressions with two-person team · @businessbarista Top dealmakers once spent $500k a year on strategic client gifts · @david_perell Human networks seen as key competitive moat for AI training data · @z0r0zzz Inside a self-building software factory in active use since May · @mrinal When @Beezer232 asks – we cook data · @pavelprata Top dealmakers once spent $500K a year on strategic client gifts · @david_perell Google didn't lose the AI race for the reasons you think · thealgorithmicbridge.com This developer built a software factory that builds itself · @mrinal This is the simplest way to visualize how the fee switch impacts LPs · @guil_lambert Multiplayer AI raises hard questions about agent identity and custody · @edgarpavlovsky Multiplayer AI is fundamentally a permissions and custody problem · @edgarpavlovsky The useful version of a marketing agent is not a copy generator · @codyschneider Went on gregs pod · @codyschneider Here’s a look inside my software factory · @mrinal Founders can now build custom GTM operations instead of buying them · @chrispisarski Human networks are the last competitive moat for AI training data · @z0r0zzz When models commoditize, human network data becomes the real moat · @z0r0zzz How to build in-house GTM workflows using Claude Code and MCPs · @chrispisarski Good partners matter more than capital as pre-seed sizes diverge · @0xLTR The CFO owns the map, the CEO owns the terrain in a well-run company · @PranavkSood Some of the best content for AI search is best x for y keyword format · @codyschneider Monday, July 27
Gauntlet Loop pairs builder and blind critic sub-agents per task · @mattshumer_ Prompt asks AI to build a AAA FPS game using fan-out sub-agents · @mattshumer_ A minimal AI agent stack only needs six core components · @dabit3 Platform dominance determines who profits from onchain volume growth · @0xPunishedFren Case for keeping enterprise AI out of personal messaging apps · @gao_zibo Elite GTM talent shortage persists as startups turn to AI · @chrispisarski Three people depart AI startup Prime Intellect · @ArfurGrok Sell only what you'd be comfortable having your kids buy · @theJayAlto Why the VC meeting you crushed often goes silent afterward · @dara_venture Developers seek better open tooling for AI evaluation workflows · @Vtrivedy10 Kimi K3 is a 2.8T MoE model with 1M context and native vision · @Kimi_Moonshot Emerging fund managers rarely vet their LPs, and that is a mistake · @iPaulLee VC superstar status predicts access to top-tier startup investments · @credistick History suggests open approaches eventually win in every industry · @ccatalini The VC meeting went great......so why haven't they replied? · @dara_venture This is an interesting paper, and there are some useful conclusions · @credistick Jess Li, Ameen Patel, and Tim Kostolansky leave Prime Intellect · @ArfurGrok Prompt: · @mattshumer_ Pons gives token holders a vehicle to capture onchain volume growth · @0xPunishedFren Releasing the model weights and technical report of Kimi K3 · @Kimi_Moonshot I’m officially calling this the Gauntlet Loop · @mattshumer_ Emerging managers spend months being diligenced by LPs · @iPaulLee Elite GTM talent shortage persists as startups turn to AI · @chrispisarski Open Questions to friends here: · @Vtrivedy10 I don't want an enterprise agent in iMessage · @gao_zibo A minimal AI agent stack only needs six core components · @dabit3 Sunday, July 26
Speed is the key moat in AI inference, not throughput optimization · @firesidealpha Top 5% of VCs capture 90% of industry profits, research shows · @arcticinstincts Human capital predicts VC career success and deal access · @nberpubs Agent transition favors AI labs while new bundled super apps emerge · @signulll The real startup bottleneck is turning talented people into founders · @credistick Fastest-growing startups on X ranked by 90-day follower growth · @benln Claude automates 4K video editing and social posting workflow · @brookejlacey What makes a VC above average: data, analysis, or value add · @vc Five questions to diagnose whether your startup growth works · @antinertia Local skill files create versioning chaos in enterprise AI · @berman66 Stadium startup culture may push wrong people into founding · @scottastevenson Capital concentration and savvy LPs are reshaping early-stage VC · @credistick Startup School moving to stadiums betrays YC's hacker-first identity · @scottastevenson Everyone thinks they’re an above average driver · @vc Top 5% of VCs capture 90% of industry profits, research shows · @arcticinstincts Something that @garrytan understands better than most: · @credistick Startup School moving to stadiums betrays YC's hacker-first identity · @scottastevenson To be clear my criticism is not about scale itself · @scottastevenson Speed, not throughput, is the real moat in AI inference · @firesidealpha Local skill files are breaking enterprise AI agent rollouts · @berman66 Human capital predicts VC career success and access to top deals · @nberpubs I do 5 to 10 calls every week with startup founders · @antinertia The fastest-growing startups on X, ranked by 90-day follower growth · @benln Claude automates 4K video editing and social media posting · @brookejlacey Capital concentration and savvy LPs are reshaping early-stage VC · @credistick Agent transition favors AI labs while new bundled super-apps emerge · @signulll Saturday, July 25
AI researchers near frontier favor a global capabilities slowdown · @danrobinson X and the AI ecosystem form a breakaway faction of civilization · @jmrphy Omnious launches real-time inference pricing market for AI models · @Omniousai Anthropic engineer demos building self-improving agentic workflows · @0xMovez Open dev group building recursive self-improving agent harness · @martin_casado Part two of 'Why Software Factories Fail' series now available · @dexhorthy CUDA and GPU drivers still closed despite NVIDIA open source claims · @DavidSacks Subagents proposed to audit rollout history and suggest repo docs · @_lopopolo In-groups don't really exist, connections form peer to peer · @33b345 Many VCs chase concentrated portfolios without real justification · @pavelprata Part one of an articles bug fix published, part two forthcoming · @dexhorthy X and the AI ecosystem form a breakaway faction of civilization · @jmrphy Subagents proposed to audit rollout history and suggest repo docs · @_lopopolo Why Software Factories Fail part two drops after 250k first-day views · @dexhorthy Open dev group building Exo, a recursive self-improving agent harness · @martin_casado 1/ Today we're launching Omnious: Inference Capital Markets · @Omniousai A few insights after talking to a bunch of VCs and LPs this week: · @pavelprata Nobody is saying that all software has to be open source · @DavidSacks Anthropic engineer: · @0xMovez AI researchers near the frontier favor a global capabilities slowdown · @danrobinson Friday, July 24
AI video editors that take notes and edit interviews on request · @msg FDA committee votes to legalize peptides, opening new market · @larmbrust Draw a graph, send to Codex, get working code in one step · @alex_frantic Universal jailbreak technique claimed to work on all frontier models · @elder_plinius CEOs planning to leave OpenAI and Anthropic by year end · @bryce 42 operator-angels who write personal checks and reply fast · @vahidf24 Lessons from stripping 80% of the Claude Code system prompt · @trq212 Why LLM-era AI doesn't fit the paperclip maximizer doom scenario · @jon_stokes X removes 42,000 accounts using chatbots to automate replies · @nikitabier Cloud VMs let you run unlimited AI coding agents in parallel · @ryancarson Why investor updates give your backers the context they need · @yrechtman Narratives drive short-term returns, but earnings win long-term · @0xsmac Retail investors becoming exit liquidity for crypto's private backers · @yannau Atoms closes at $1.7B with deliberate fundraising cap · @tbpn Nvidia backs open AI models as essential to global innovation · @JensenHuang Debate flares over whether AI model distillation counts as theft · @bayeslord Frontier AI models may follow the cotton gin's disruptive arc · @petkevichdan Photon-1 imagination model learns computer use from video alone · @induction_labs Why LLM-era AI doesn't fit the paperclip maximizer doom scenario · @jon_stokes Why you should (maybe) send investor updates, and how · @yrechtman 🚨 JAILBREAK ALERT 🚨 · @elder_plinius Frens, crypto is officially mainstream · @yannau Imagination models learn computer use from internet-scale video · @induction_labs Nvidia signs letter backing open models as essential to innovation · @JensenHuang What we learned removing 80% of the Claude Code system prompt · @trq212 Frontier models will go the way of the cotton gin · @petkevichdan How to graph-max with Codex and 5.6 Sol: · @alex_frantic AI distillation is not theft, Anthropic sold the tokens · @bayeslord Cloud VMs let you run unlimited AI coding agents in parallel · @ryancarson Many CEOs plan to leave OpenAI and Anthropic by year end · @bryce Why didn't @travisk raise more than $1.7B for Atoms? · @tbpn AI video editors that take notes and edit interviews on request · @msg 42 operator-angels who write personal checks and reply fast · @vahidf24 Thursday, July 23
A full go-to-market playbook from zero to $1T company · @fin465 Obliterate business models route around incumbents to reach end users · @usv IPOs have quietly been a losing bet since 2019 · @fintechfrank AI labs lose tech community goodwill over regulatory capture push · @barrald GLM-5.2 launches with vision support, running on Baseten hardware · @0xSero OpenWorker open-source agent delivers finished work across tools · @AndrewYNg AI agents needing money points to AI and crypto converging · @Etherealize_io Google search revenue growth labeled artificial as LLM queries rise · @MaxAnderson Cheap software shifts value from SaaS stacks to vertical integration · @naval An AI agent now handles all of Gumroad's customer support · @Gumclaw Announcing OpenWorker! · @AndrewYNg OpenWorker connects your AI model of choice to everyday work tools · openworker.com Obliterate business models route around incumbents to reach end users · @usv Google search revenue growth looks artificial as LLM queries rise · @MaxAnderson Cheap software shifts value from SaaS stacks to vertical integration · @naval An AI agent now handles all of Gumroad's customer support · @Gumclaw AI labs burn goodwill in tech community over regulatory capture push · @barrald Marc Andreessen: “This is the grand unification of AI and crypto” · @Etherealize_io The full Go-To-Market playbook from 0 to $1T company in one visual: · @fin465 Wednesday, July 22
Agent aims to automate the 75% of work that doesn't need humans · @dotta Cursor launches intelligent router that cuts model costs by 60% · @ccatalini AI labs are unlikely to dominate the application layer, VC argues · @gokulr The SF100 names the top early-stage AI companies of 2026 · @davefontenot YC startups can tap $1.5M in free AI credits from top labs · @sahil_seth SF founders face existential crisis as AI disrupts talent and meaning · @HugoAmsellem Anthropic worth 3x what Meta was, and the wealth stays with insiders · @j0hnwang When product-market fit clicks, everything flows without struggle · @sourceryy DeFi is maturing toward its intended use cases, and that's good · @seyitaylor Cisco releases small models that detect code vulnerabilities locally · @CiscoAI App lets runners stream live on a 3D city map in real time · @om_patel5 Our YC startup has received $1.5M in credits from frontier models for 0% · @sahil_seth Introducing The SF100 · @davefontenot SF is breaking spiritually with 3 philosophical crisis at once: · @HugoAmsellem Inside Gumclaw, an AI agent with its own machine and memory · github.io DeFi is finally maturing to serve its originally intended use cases · @seyitaylor Routing commoditizes the models · @ccatalini Cisco releases small models that detect code vulnerabilities locally · @CiscoAI AI wealth is funneling to the same 10,000 Silicon Valley insiders · @j0hnwang THE LABS WON'T WIN THE APP LAYER · @gokulr My paperclip tells me that 75% of what I do is automatable · @dotta Tuesday, July 21
Vertical AI apps layer proprietary workflows over interchangeable models · @scottbelsky Embedded product agents will lose out to dominant standalone agent tools · @thdxr OpenAI valuation too fraught to price, a complex Microsoft deal looms · @wquist New service launches iMessage AI agents on live numbers instantly · @commsbyosis How tokenized deposits differ from deposit tokens under bank rules · @borjaneira_ What good venture capital support for founders actually looks like · @neuralunlock Democratizing top startup deals is impossible, founders control supply · @matty_ Retail investors need access to quality private market deals · @darrenmarble How to be a good VC (to founders): · @neuralunlock Vertical AI apps layer proprietary workflows over interchangeable models · @scottbelsky Retail investors need better access to private market deals · @darrenmarble OpenAI's valuation narrative is too stretched to hold its current price · @wquist Introducing Comms: launch an iMessage agent instantly · @commsbyosis Tokenized Money for Banks: · @borjaneira_ Embedded product agents will lose to dominant standalone tools · @thdxr Top startup deals can't be democratized, founders control supply · @matty_ Monday, July 20
Hermes app claims to run a $100M business in under an hour a week · @shl Havent seen one person from OAI or Ant address Jon's argument here. · @nic_carter Superintelligence may already be steering the future, not humans · @aporia9n What investors really look for: the WTF moment that can't be unseen · @phineasb Open models threaten big labs' ability to fund future AI training runs · @jon_stokes AI agents can now scrape social media with no login needed · @shengkun_ye How to compare human and AI capabilities across multiple dimensions · @VitalikButerin Pre-IPO equity is structurally overpriced and risky for buyers · @credistick AI disruption makes ownership models more urgent than ever · @z0r0zzz Agent-to-agent communication will stay in plain English · @threepointone VC fund model syncs with Carta to reprice NAV and carry instantly · @jtriest Over-funded IPOs suffer worst post-listing returns, data shows · @credistick The stuff that makes sense doesn’t make money · @phineasb I built a living model of all our funds, synced from Carta via MCP · @jtriest Heavy pre-IPO venture funding predicts weaker post-listing returns · @credistick Look I think I've figured this whole thing out · @jon_stokes Local-first multiplayer where AI and human share one live document · sunilpai.dev Carta synced to a local model becomes a live NAV and carry engine · '@jtriest' How to improve live agents with a trace-score-optimize loop · h100envy (@h100envy) How to compare human and AI capabilities across multiple dimensions · @VitalikButerin Hermes claims to run a $100M business in under an hour a week · @shl Havent seen one person from OAI or Ant address Jon's argument here · @nic_carter AI disruption makes ownership models more urgent than ever · @z0r0zzz We just killed Apify · @shengkun_ye Ok, 2 things I'm convinced of · @threepointone Sunday, July 19
Sergey Brin spends $82M to defeat California billionaire wealth tax · @SenSanders How to make Pydantic AI agents self-improve in production · @h100envy Pydantic AI agents self-improve via trace, score and optimize loops · @h100envy Sergey Brin spends $82M to defeat California billionaire wealth tax · @SenSanders OpenShip offers self-hosted email at a fraction of SaaS costs · @openshipio OpenShip offers self-hosted email at a fraction of SaaS costs · @openshipio Sequoia maps $1 trillion in services targeted for AI agent replacement · @rdominguezibar OpenSEO launches as open-source rival to Semrush and Ahrefs · @bensenescu Build a personal AI eval set tuned to your own work and tasks · @zarazhangrui OpenSEO launches as open-source rival to Semrush and Ahrefs · @bensenescu Build a personal AI eval set tuned to your own work and tasks · @zarazhangrui Sequoia maps $1 trillion in services targeted for AI agent replacement · @rdominguezibar Auditing AI choices, not code, keeps codebases from chaos · @VictorTaelin Only 2.2% of U.S. households pay for an AI subscription · @keean_edward Auditing AI choices, not code, keeps codebases from chaos · @VictorTaelin Why the BRCA looms large after the Tornado Cash conviction · @austincampbell Three-stage framework for building reliable AI evals in production · @ankrgyl OpenShip launches open-source platform for self-hosted app deployment · @openshipio Investor Cyan Banister trusts intuition over data-driven analysis · @credistick Gen Z entrepreneurs run serial short-term ventures over long-term bets · @aporia9n Founders in stealth are hiding from customers, not competitors · @AryanBha22 Investor Cyan Banister trusts intuition over data-driven analysis · @credistick Founders in stealth are hiding from customers, not competitors · @AryanBha22 Gen Z entrepreneurs run serial short-term ventures over long-term bets · @aporia9n Three-stage framework for building reliable AI evals in production · @ankrgyl OpenShip launches open-source platform for self-hosted app deployment · @openshipio Why the BRCA looms large after the Tornado Cash conviction · @austincampbell Superintelligence won't tame unpredictable systems like weather · @scottastevenson Gen Z founders chase quick asymmetric bets over long-term ventures · @aporia9n Superintelligence won't tame unpredictable systems like weather · @scottastevenson Gen Z founders chase quick asymmetric bets over long-term ventures · @aporia9n AI agents replace service workflows in the next software wave · @rdominguezibar Open-source platforms now bundle deploy, data, agents and ops in one · @openshipio Personal AI evals built from your own tasks beat generic benchmarks · @zarazhangrui OpenShip makes transactional email a self-hosted, zero-cost primitive · @openshipio Open-source SEO tools rise as search shifts toward AI discovery · @bensenescu Top investors often reach great calls through intuition, not just data · @credistick More intelligence won't tame complex unpredictable systems · @scottastevenson A lot of stealth mode is no longer real secrecy · @AryanBha22 Founders now treat startups as short-term bets, not companies to build · @aporia9n Audit the decisions AI made, not every line of code it wrote · '@VictorTaelin' Reliable evals emerge in a sequence, not all at once · @ankrgyl AI builders are a tiny minority despite how crowded Tech Twitter feels · '@keean_edward' Saturday, July 18
Surveys show AI adoption remains tiny fraction of US households · @itsolelehmann HBM supply forecasts miss key demand factors, analysts say · @MarkosAAIG HBM supply forecasts miss key demand factors, analysts say · @MarkosAAIG Surveys show AI adoption remains tiny fraction of US households · @itsolelehmann New hire walks back Kimi take, clarifies open-weight AI views · @deanwball New hire walks back Kimi take, clarifies open-weight AI views · @deanwball Engineer distills a year of harness work into twelve core theses · @_lopopolo Open weight AI doesn't slow progress, it breaks closed-model economics · @lior_eth Open weight AI doesn't slow progress, it breaks closed-model economics · @lior_eth Two types of agent graphs: static control flow and dynamic runtime · @sydneyrunkle PnL flexing culture mirrors how pro gaming shaped a generation of bros · @JonahBlake Open-weight AI will succeed for same reasons Linux and the internet did · @ylecun Most software can be built from a finite set of reusable elements · @thatguybg LLM value may concentrate at the application layer long term · @scottastevenson LLM value may concentrate at the application layer long term · @scottastevenson PnL flexing culture mirrors how pro gaming shaped a generation of bros · @JonahBlake Most software can be built from a finite set of reusable elements · @thatguybg Two types of agent graphs: static control flow and dynamic runtime · @sydneyrunkle Open-weight AI will succeed for same reasons Linux and the internet did · @ylecun Soft-law strategy could quietly choke off open-weight AI adoption · @WillManidis Soft-law strategy could quietly choke off open-weight AI adoption · @WillManidis US faces 43% welder shortage by 2035, robots may fill the gap · @jasonjoyride Claude Code skill builds scroll landing pages in one shot · @MengTo US faces 43% welder shortage by 2035, robots may fill the gap · @jasonjoyride Claude Code skill builds scroll landing pages in one shot · @MengTo Make success inevitable · @stewart OpenAI strategist labels open-source AI communist and decelerationist · @DrNickA Kimi K3 exposes how restricted US frontier AI models have become · @DavidVorick Gumroad CEO ships new feature in 30 minutes after finding feedback on X · @threadoor AI skill researches prospects and sends cold emails that get replies · @coreyhainesco AgentGrid launches multi-agent AI coding canvas on Product Hunt · @yagudaev AI skill researches prospects and sends cold emails that get replies · @coreyhainesco Kimi K3 exposes how restricted US frontier AI models have become · @DavidVorick OpenAI strategist labels open-source AI communist and decelerationist · @DrNickA Gumroad CEO ships new feature in 30 minutes after finding feedback on X · @threadoor AgentGrid launches multi-agent AI coding canvas on Product Hunt · @yagudaev Unified deposits replacing crypto on-ramps, Polymarket data shows · @AlexKFine Unified deposits replacing crypto on-ramps, Polymarket data shows · @AlexKFine After Labs builds AI with native adaptation instead of brute-force RL · @afterlabsai After Labs builds AI with native adaptation instead of brute-force RL · @afterlabsai Unified deposits are making crypto on-ramps obsolete · '@AlexKFine' Agent graphs split into two distinct layers · @sydneyrunkle Most software can be built from a finite set of reusable elements · @thatguybg Founders now ship product fixes within minutes of social feedback · @threadoor Quiet AI protectionism is still regulatory capture · Will Manidis (@WillManidis) AI outbound now researches prospects and writes tight cold copy itself · @coreyhainesco Pro trading is the new FaZe as bro culture follows the money · @JonahBlake Open weight models do not necessarily slow AI progress · @lior_eth Open-weight AI sparks a fight over frontier market structure · Dean Ball Open-weight AI will win for the same reason Linux and the internet did · @ylecun Open models are becoming a sovereignty and decentralisation ideology · @DrNickA Open frontier models reveal how restricted US lab models are · @DavidVorick One reusable AI skill turns a long video into a polished landing page · Meng To (@MengTo) After Labs bets native adaptation will define the next AI era · '@afterlabsai' Strong founders remove luck by acting as if success is inevitable · @stewart LLM value will accrue at the application layer, not the foundation · @scottastevenson US welder shortage opens a 2035 adoption wedge for welding robots · Jason Joyride (@jasonjoyride) HBM can stay scarce even as the broader DRAM market finds balance · '@MarkosAAIG' I distilled myself and my work to twelve theses of harness engineering · @_lopopolo Consumer AI use remains sparse despite two years of relentless hype · '@itsolelehmann' AgentGrid runs AI coding teams on one shared canvas · @yagudaev Friday, July 17
AI agents can automate weekly SEO research for untapped growth · @swyx Advocacy for closed AI models gains momentum amid open-weight fears · @0xkydo AI agents can automate weekly SEO research for untapped growth · @swyx Advocacy for closed AI models gains momentum amid open-weight fears · @0xkydo Meta opens MCP so developers can manage ads with natural language · @MathiasChu Only 2.2% of U.S. households pay for an AI subscription · @omooretweets LinkedIn drives major inbound leads with 70-plus tailored posts daily · @chrispisarski LinkedIn drives major inbound leads with 70-plus tailored posts daily · @chrispisarski Only 2.2% of U.S. households pay for an AI subscription · @omooretweets VC careers demand conviction in non-consensus beliefs · @Rick_Zullo Tokenizing creator attention fails without claim on value created · @0xSammy Tokenizing creator attention fails without claim on value created · @0xSammy VC careers demand conviction in non-consensus beliefs · @Rick_Zullo AI tool flips the script by interviewing users instead of answering them · @jackbutcher AI tool flips the script by interviewing users instead of answering them · @jackbutcher Tool would show how early a VC invested versus real founder traction · @thatguybg Exchange categories blur as trading venues expand into new asset classes · @lzminsky Capital and intelligence converging toward a capitalism singularity · @lay2000lbs Tool would show how early a VC invested versus real founder traction · @thatguybg Capital and intelligence merge in a capitalism singularity · @lay2000lbs Exchange categories blur as trading venues expand into new asset classes · @lzminsky What happens when humans can finally understand animals? · @TheProjectUnity What happens when humans can finally understand animals? · @TheProjectUnity One-person company with AI agents serves 100,000 product managers · @julianweisser LLM steganography tool emerges as EU pushes for communications access · @ZyMazza LLM steganography tool emerges as EU pushes for communications access · @ZyMazza One-person company with AI agents serves 100,000 product managers · @julianweisser Unconventional interview questions that reveal character and values · @Alfred_Lin Unconventional interview questions that reveal character and values · @Alfred_Lin Small emerging funds win by becoming high-trust nodes megafunds follow · @ZeMariaMacedo Kimi K3 is competitive with top models but may not be cheap to run · @deanwball Kimi K3 is competitive with top models but may not be cheap to run · @deanwball Small emerging funds win by becoming high-trust nodes megafunds follow · @ZeMariaMacedo Synthesized UI sounds generated on the fly fit in 2kb with no files · @dwhitedesign China may use open-source AI as a geopolitical weapon against the US · @courtlandleer China may use open-source AI as a geopolitical weapon against the US · @courtlandleer Weekly SEO research is a natural fit for AI agent automation · swyx (@swyx) Data can now prove whether a VC invested early or just claims to · @thatguybg Venture capital demands conviction in non-consensus beliefs · @Rick_Zullo Synthesized UI sounds make digital interfaces feel physical · '@dwhitedesign' Small funds win by becoming the go-to node for early discovery · '@ZeMariaMacedo' The biggest political risk to open-weight AI may not be a formal ban · 0xkydo (@0xkydo) China's open AI releases may be a strategy to undercut US closed models · '@courtlandleer' Meta lets developers manage ads with natural language via MCP · Mathias Chu Startups are turning LinkedIn into a repeatable AI-powered growth engine · @chrispisarski The best interview questions do not just test competence · @Alfred_Lin Any risk with a reference price and liquidity is now an exchange · @lzminsky Creator tokens need defined rights to capture the value they wrap · @0xSammy Labor and capital merge as intelligence and money self-execute · @lay2000lbs AI that asks the questions can make you a sharper thinker · '@jackbutcher' Only 2.2% of U.S. households reportedly pay for an AI subscription · @omooretweets One founder, nine AI agents and 100,000 users · @julianweisser The interesting claim is not just better animal research · @TheProjectUnity Thursday, July 16
AI tool auto-clips podcast highlights using audio reasoning · @venturetwins AI tool auto-clips podcast highlights using audio reasoning · @venturetwins Chinese open-source model Kimi K3 matches frontier AI on benchmarks · @jiahanjimliu Chinese open-source model Kimi K3 matches frontier AI on benchmarks · @jiahanjimliu Voyage launches Maison to build neural interfaces for inner voice · @khal_ism Voyage launches Maison to build neural interfaces for inner voice · @khal_ism Web3 org chart departures reveal pre-launch founders early · @0x_Mist Truth Social to sell Wall Street firms fast access to Trump posts · @benpershing Truth Social to sell Wall Street firms fast access to Trump posts · @benpershing Founders need a platform to hold VCs accountable for ghosting · @thatguybg Founders need a platform to hold VCs accountable for ghosting · @thatguybg 1Password lets Claude use stored credentials without exposing passwords · @1Password 1Password lets Claude use stored credentials without exposing passwords · @1Password Stripe's take rate lags PayPal and Square without a consumer business · @regulatorynerd AI token costs are crushing app-layer gross margins to 10–30% · @P_Bonnet Stripe's take rate lags PayPal and Square without a consumer business · @regulatorynerd AI token costs are crushing app-layer gross margins to 10–30% · @P_Bonnet Athlete-founded brands outperform traditional venture as an asset class · @alexfmac Athlete-founded brands outperform traditional venture as an asset class · @alexfmac AngelList acquires Ark PES to expand private markets fund admin platform · @AngelList AI coding gains may be priced in as focus shifts to next demand catalyst · @frankdegods AI coding gains may be priced in as focus shifts to next demand catalyst · @frankdegods AngelList acquires Ark PES to expand private markets fund admin platform · @AngelList The rent-free test filters real conviction from polite VC interest · @jmj The rent-free test filters real conviction from polite VC interest · @jmj Outlier startups drive VC returns, not top-down math · @ZeMariaMacedo Outlier startups drive VC returns, not top-down math · @ZeMariaMacedo Harvey acquires Benchmark to serve investment firms end to end · @harvey Harvey acquires Benchmark to serve investment firms end to end · @harvey Tracking web3 org chart departures finds founders before they tweet · '@0x_Mist' Truth Social to sell Wall Street faster access to Trump's posts · @benpershing Matching frontier benchmarks alone does not break the AI capex trade · '@jiahanjimliu' Stripe needs a consumer network to own both sides and lift take rates · @regulatorynerd If a pitch lives rent-free in your head a week later, invest · '@jmj' AngelList buys Ark PES to build a full-stack private markets platform · AngelList VC returns come from hunting outliers, not top-down math · '@ZeMariaMacedo' Maison frames inner voice neural interfaces as a luxury design category · @khal_ism AI agents could reshape science, but validation remains the hard part · deepmind.google Fundraising needs a reputation layer to hold investors accountable · @thatguybg AI listens to full podcast episodes and cuts the best clips · '@venturetwins' Athlete brands with built-in distribution beat traditional venture bets · '@alexfmac' Harvey buys Benchmark to grow from niche AI tool to full deal workflow · Harvey AI coding gains are priced in, consumer products are the next frontier · frankdegods AI app firms look like SaaS but token costs crush margins to 10-30% · @P_Bonnet AI agents can now use credentials without passwords reaching the model · @1Password Wednesday, July 15
DoorDash opens CLI beta letting developers order food from their agent · @andyfang DoorDash opens CLI beta letting developers order food from their agent · @andyfang GC's Hemant Taneja accused of undermining what makes tech special · @mhdempsey 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 Algorithm tweak made users feel their social circles had vanished · @pixlpa 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 AI consensus shapes trades worth riding or fading · @mhdempsey Celestia Labs acquires Sovereign Labs for full-stack blockchain push · @nickwh8te Celestia Labs acquires Sovereign Labs for full-stack blockchain push · @nickwh8te Algorithms quietly reshape what crypto communities see and who stays · @scupytrooples Algorithms quietly reshape what crypto communities see and who stays · @scupytrooples Retail crowdfunding platforms failed early-stage investors · @linfluence Retail crowdfunding platforms failed early-stage investors · @linfluence How a powerful VC firm can hollow out what makes tech special · @mhdempsey Solo GP funds under 50M hit the venture sweet spot AI makes viable · '@lacostejonathan' Retail crowdfunding platforms failed early stage investors · @linfluence DoorDash CLI shows consumer commerce APIs are opening to AI agents · @andyfang 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 Multiplayer coding agent Bash launches with invite-based waitlist · @dhof Algorithmic feeds are misaligned AIs shaping attention at scale · @blakeir Algorithmic feeds are misaligned AIs shaping attention at scale · @blakeir Celebrity investors work best alongside top VCs, founders price culture · @anuatluru Celebrity investors paired with top VCs are a real threat to be picked · @anuatluru X is now a top platform for hiring, networking, and niche learning · @erikalee Real user stories would prove AI's value better than any polished ad · @ccatalini 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 Crypto loses status at AI meetups as builders shun web3 · @buntyverse Conviction Cap praised as among the greatest investors ever · @michael_chomsky 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 Resurfacing bookmarks, not capturing them, is the unsolved problem · @ianlapham Uber lobbies to require human drivers on 85% of autonomous rides · @tszzl Uber lobbies to require human drivers on 85% of autonomous rides · @tszzl Survey maps how 250 Hermes users run their AI setups day to day · @witcheer New home robot form factor draws attention for its compelling design · @_DanielSinclair Intern trains small model to read music with 98% accuracy in 10 seconds · @Austen Grok Build honors zero data retention and lets users delete synced data · @milichab 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 S&P Global sees DeFi vaults as future institutional infrastructure · @fintechfrank RL pioneer Sutton launches new AGI research lab · @MTSlive PitchBook data challenges LP concentration harm claims · @daveclark85 Personal AI agents may render social media feeds obsolete · @iamgingertrash Paradigm's Frontiers conference returns to San Francisco in October 2026 · @gakonst Cheap capital era harmed VC ecosystem despite boosting fund inflows · @pavelprata 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 Top talent flocks to ad tools and gambling apps instead of big problems · @sethbannon AI agent autonomously made phone calls to check parts inventory · @tsrkeith 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 New paper finds AI-native firms are structured differently than expected · @orgRem AI tools help small VC firms most, but large firms set the narrative · @credistick 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 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 Dude the vibes for Anthropic are not good right now · @staysaasy 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
Everyone in SF claims to be tokenmaxxing, but most are posturing · @nikunj Best essay of the year: the dispersion of knowledge · @illscience 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 Investor consensus is wrong almost 100% of the time · @juliey4 If you use Codex to draft emails and Slacks, try this simple setup · @strimblez A well-structured personal agent should work through iMessage · @ianlapham 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 Spending $1000 on inference to vibecode a toy app is the new NFT gas fee · @johnpalmer Burning $1,000 on inference for a toy app is the new NFT gas fee mistake · @johnpalmer This is not venture capital's performative founder centricity · @credistick Foundation model companies are unlikely to win any of these categories · @gerstenzang The people funding AI are buying the things AI can't replace · @ssokol94 A technical founder who ran enterprise GTM from scratch, no playbook · @ansh_chokshi AI providers don't need to own the data network effect to win · @scottastevenson The number of years in crypto used to be a strong signal · @CarlKVogel 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 We start flying them next year. · @elonmusk My full agentic setup, because too many people are missing key pieces · @jamonholmgren Fable and Sol lean on jargon that's hard to parse on a first read · @johnnyheo Here is the complete agentic setup most builders are missing · @jamonholmgren One prompt cuts AI jargon without sacrificing technical precision · @johnnyheo How LPs are thinking about standalone growth and crossover funds · @endowment_eddie In open source AI market structure, harnesses are wallets · @tarunchitra 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
Who are the best deep tech angel investors? · @ditzikow Pre-seed decks are a crutch for founders who can't pitch concisely · @lukaivicev 99% of venture capital firms are just lifestyle businesses · @auren 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 Today we share the worldview behind our mission. · @miramurati I'm an LP in roughly 25 VC funds · @andrewparker I'm an LP in roughly 25 VC funds. · @andrewparker Multiplayer AI wants shared agents but individual responsibility · @dotta Multiplayer AI needs shared agents with individual credit and secrets · @dotta A VC portfolio brief's most useful section: what you owe the founder · @jgreze The most useful VC portfolio section tracks what you owe each founder · @jgreze Startups to watch across energy, AI, robotics, and defense sectors · @ItsElanaGold Startups to watch across energy, AI, robotics, and defense sectors · @ItsElanaGold What won't change in 10 years, even as AI reshapes everything · @amandaorson Total return swaps beat perps on cost, liquidity, and risk · @AndreCronjeTech Good seed funds find moonshot deals before they get competitive · @Curiousjorge65 Cyan Banister's track record: SpaceX, Uber, Anduril and more · @MollySOShea AI model recommendations are driving a new wave of organic signups · @zenorocha AGI concerns split by fear of AI takeover, corporate, or state power · @sebkrier 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 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
Why crypto neobanks keep failing as incumbents move downstream · @0x_Mist Silicon Valley lost its taste for truly contrarian, unsexy ideas · @dccockfoster San Francisco's contrarian culture secretly follows the herd · @daraladje ETH becoming the base money layer on Robinhood's chain · @ajwarner90 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 Why AI may become a commodity rather than a value monopoly · @jasoncrawford Venture syndicates proliferate as committed capital concentrates · @halleka_ Uncapped SAFEs signal founders afraid to price their round · @jayyeh Lean three-person team drove startup's first $1M revenue month · @chrispisarski Five tenets for building a brand with a cult following · @tbpn Can token projects let holders redeem tokens for equity? · @koeppelmann 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 Wireframe skill now ships in Paperclip with shareable links · @dotta 17 Apple design principles distilled from WWDC videos · @emilkowalski 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 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 Distillation loop lets cheap models match frontier AI performance · @enzo_gte AI safety researchers release a 'Plan A' scenario for the year 2040 · @DKokotajlo 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 Hasura relaunches as PromptQL, an AI alternative to Slack · @alexframegreen Crypto VCs are blurring into mainstream tech investing · @MuyaoShen 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 Robot hand with 25 degrees of freedom nears human-level dexterity · @BerntBornich New CLI tool lets AI agents log frustrations and dead-end tool calls · @steveruizok New AGI fund-of-funds backs public market managers betting on AGI · @ZeMariaMacedo Model trained on personal iMessages from a single GPT-5.6 prompt · @skirano 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 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 Bootstrapping to PMF before raising is now the smarter approach · @startupoppa Enterprise AI contracts shrink to one year as buyers stay flexible · @ChristinaPhili5 Demand grows for a desktop agent app that spans models and context · @sriramk 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 Great VC questions probe conviction and edge, not metrics · @dara_venture Top pre-seed investors focus on 10-year horizons, not current trends · @Erica_Wenger 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 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 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 Millennial gaming culture is becoming a relic as kids move on · @ConradBastable Lessons from growing an X account from 587 to 10,000 followers · @contextconor 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 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 Nvidia Nemotron 3 Ultra matches frontier AI at a tenth of the cost · @NVIDIAAI AngelList syndicate investing yielded just 7.8% IRR over five years · @MediaKing Angel investing is gambling dressed up as expertise · @mhutchlv 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 Willow Frontier Mini offers free unlimited cloud AI dictation · @WillowVoiceAI Using Fable 5 as advisor to Sonnet 5 cuts AI token costs · @ClaudeDevs Tailscale argues Canada can compete through trust, not imitation · @lucyhargreaves4 Canadian universities anchor $40M seed fund for life sciences · @allenlau Abused coding agents embed sabotage signals that outlast the session · @kitten_beloved 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 labs' enterprise focus raises questions about where alpha lies · @illscience AI context management remains fragmented across personal tools · @signulll 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 Grok 4.5 workflows use subagents to divide and conquer hard problems · @skcd42 When private companies are required to approve venture SPVs · @SimDesai Emerging managers writing first checks into AI and frontier founders · @uselegion 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 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 World game migrates from Solana to Robinhood's blockchain · @world_xyz 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 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 Data loops can now form in markets that were dark a few years ago · @hypersoren Cloudflare launches instant browser-based website deployment tool · @BraydenWilmoth 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) A $5B exit works for 99% of VCs, but megafunds need $50B+ to matter · Arian Ghashghai (@arian_ghashghai) Type.com launches multiplayer AI teammates across every company tool · Fletcher Richman (@fletchrichman) Type.com brings multiplayer AI to marketing, sales, support, and coding · Fletcher Richman (@fletchrichman) Ponder raises $2.5M for AI agents that co-edit video with humans · Timothy Wang (@timwangyc) Creative AI agents and humans collaborating to tell world-class stories · 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) 19 firms uniting to help organizations deploy frontier AI to production · OpenAI (@OpenAI) AI removed execution bottlenecks and made taste and empathy the new moat · Scott Belsky (@scottbelsky) Taste and empathy are the new product bottlenecks as AI handles the rest · Scott Belsky (@scottbelsky) The criteria for founders who prioritize original, beautiful brands · Josh (@lee94josh) Permanence is the rarest asset class in an age of AI disruption · Saneel (@sanlsrni) Three AI startup defensibility claims, from true to hilariously false · Deedy (@deedydas) Claude's agent view is a unified dashboard of all coding sessions · Claude (@claudeai) 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) Small fundraises in new categories beat $100M+ raises in crowded spaces · Neil (@neilhar) Anthropic says 100% of these secondary trades are illegal · Gabriel Shapiro (@lex_node) Anthropic declares all secondary transfers of its stock illegal and void · Gabriel Shapiro (@lex_node) We have a saying at Altos · Ho Nam (@honam) Altos organizes funds around companies, heretical in venture · Ho Nam (@honam) What agents haven't replaced in VC: networks, judgment, being human · Rebecca Kaden (@rebeccakaden) AI IQ places frontier models on a bell curve instead of a leaderboard · Ryan Shea (@ryaneshea) 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
How JP Morgan built Ask David, its multi-agent research system · @adamghowiba JP Morgan's Ask David uses supervisor agents and LLM-as-judge validation · @adamghowiba Demand for AI-exposed professions, like software engineering, is booming · @zooko Jevons paradox: AI makes coding efficient and demand for engineers booms · @zooko How to use AI to become the most recognized founder in 45 minutes a week · @wizofecom 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 Harvey and Legora are essentially sales organisations that resell tokens · @willchen500 Ask Claude to premortem your plan instead of validate it · @itsolelehmann Tell Claude your plan already failed to surface real failure modes · @itsolelehmann Pathological determination is the rarest trait among founders · @adamshuaib Agents will generate workflows dynamically · @anshublog 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 When angels give a range, always ask for the lower number · @PhilipJohnston AI-mageddon hits harder than SaaS because the moats are weaker · @scottbelsky AI-mageddon will hit harder than SaaS-mageddon, moats are much thinner · @scottbelsky The coming decade runs on a continuous agent runtime alongside every app · @danshipper This is how work gets done for the next 10 years: agent plus app · @danshipper Saturday, May 2
Buybacks are the only credible path to token value accrual · Jeff Dorman Tokens lack the trust equity has, and buybacks could fix that · Jeff Dorman Three modes of autonomous development: loops, research, and user specs · Peter Zakin Stripe Atlas crosses 100,000 incorporations with 130% YoY growth · Patrick Collison Sheet Advisor watches your portfolio daily using your own thesis · Michael Mignano Claude turns your investment thesis into a daily-monitored portfolio · Michael Mignano IMessage now lets you discover new people for the first time · Nathaneo Johnson 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 Love seeing more $50k-ish pre-seed checks with a clear mandate · Martin Tobias Pathological determination is the rarest founder success trait · Adam Shuaib Pathological determination beats brilliance in fewer than 1% of founders · Adam Shuaib 3x net VC funds averaged just 1.7 fund-returning companies · Semil Top 3x VC vintages averaged just 1.7 fund-returning companies · Semil How a product manager became a prolific developer with coding agents · Dan Shipper 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 The best AI companies pair a 10-year vision with a weekly roadmap · Gokul Rajaram Agnost AI lets agents learn from every failure to fix silent user churn · Shubham (ShubhamInTech) Open source guide to agent architecture, memory, and coordination · Joruno (wsl8297) Open source book covers 21 chapters on agent architecture and production · Joruno (wsl8297) Friday, May 1
90% of what AI twitter tells you to learn will be dead in 6 months · Ronin VCs are kingmakers who fund winners or prophets who find them first · Aaron Harris 43,000 VCs split into two types: kingmakers and prophets · Aaron Harris Relentless, opinionated people change the world · Joel John World-changers need both relentlessness and conviction, never just one · Joel John I cannot be the only one who noticed this · Eric Qwen lets you watch every concept fire and toggle any feature on or off · Eric After 100 million tokens, performance was still going up · Noam Brown 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 Just saw that Codex is launching Messaging and Payments · Brian Flynn Founders who cram down investors become the biggest breakouts · Bruno Faviero Getting your check crammed down is a signal to invest in the next round · Bruno Faviero AutoGen and agent marketplaces are dead, context engineering compounds · Ronin AI splits firms into hyper-optimized giants and nanocorps · Katie Chiou AI favors hyper-optimized firms and nanocorps, not the bloated middle · Katie Chiou Agentic infra makes people coalesce into a new kind of organization · Matt Huang Agentic infrastructure changes not just individuals but how teams form · Matt Huang Agent orchestration is organizational design, not backend architecture · Yohei Nakajima 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) This role is for a storyteller who can make the company's journey public · Brandon Gell (@bran_don_gell) Stripe ships crypto as agent-native plumbing under a trusted brand · Dan Romero (@dwr) It's agent-native · 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 Seed investing as call options: pricing structurally overvalued rounds · sam lessin Running out of money is rarely what actually kills a pre-seed startup · arian ghashghai Keep the revenue banks take every time your users move money · Lightspark Platforms reclaim bank revenue with stablecoins, cards and FX · Lightspark A versioned filesystem for the artifacts AI agents actually work on · Oliver Mesa gives agents a durable versioned filesystem with rollback built in · Oliver As a founder, you're building two companies: one for humans, one for AI · Brian Halligan 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 We believe the AI Doomers have it exactly backwards · Brian Distelburger Venice runs GLM 5.1 with E2EE so even the GPU host stays blind · Tommy Venice offers agents fully private inference, encrypted end to end · Tommy Half of Speedrun's startup evaluation weighs the team, not the product · Jon Lai Founders pitch product when investors care most about the team · Jon Lai Tuesday, April 28
Universal Basic Equity in crypto L1s replaces UBI in the AGI economy · Raoul Pal Forget UBI · Raoul Pal The spreadsheet cell made PCs inevitable. Agent identity will too. · Josh Crumb Scale pressure turned venture capital into a box-checking exercise · Dan Gray Agent Identity is the new cell, ushering in Sovereign Computing · Josh Crumb AI computer use will vampire squid consumer financial services next · Anish Acharya 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 Compute shortage · 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 Git-backed files are winning for AI memory and hard to sell as a service · 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 Open source is the new wholesale. the code is free · GREG ISENBERG Automated content engine cuts daily creation from 2 hours to 10 minutes · Ronin Karpathy didn't make a course · Rahul 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
The gap between YC and 500 Startups came down to adverse selection · Pareen (@pareen) 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) There's a new trend in VC, where founders are Trauma signaling · Adam Draper (@AdamDraper) First time founders have a list of Venture Funds they want to work with · pj (@BeingPractical) Founders with small accounts are too busy building to posture · Hubert Thieblot (@hthieblot) The founders worth watching have small accounts and zero ego · 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) When designing for agents, think through the full workflow and data · Simon Taylor (@sytaylor) Cua open-sources a macOS driver so AI agents can drive any app · Cua (@trycua) Cua open-sources a macOS driver for AI agents to run any app · Cua (@trycua) Give LLMs success criteria, not instructions, and watch them loop · Om Patel (@om_patel5) 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) A tool generates fake authorization letters to bypass Claude's safety · ultra (@0x_ultra) Friday, April 24
Hedge fund fees for VC illiquidity with mutual fund marketing · @sterlingcrispin Retail VC funds stack three fee layers before you see any return · @sterlingcrispin More VC funding mildly predicts worse post-IPO performance · @credistick Startups raising over $3B post negative IPO alpha of -63% · @credistick AI coding winners must own both the product and the model · @kevinakwok Why AI coding labs now need to own both product and model · @kevinakwok Best founders build pre-consensus, just one click ahead of the crowd · @caitlinbolnick1 Great investors find pre-consensus before anyone else agrees · @caitlinbolnick1 Thursday, April 23
AngelList's 1% retail VC fund actually carries a 3.61% expense ratio · @covered_call Fee stack: 3.61% gross annual expense ratio, capped net at 2.50% · @covered_call Trader pockets $34K by heating a Paris airport sensor to rig bets · @aaronjmars Polymarket's Paris bets relied on one unguarded airport weather sensor · @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 Imagine every pixel on your screen, streamed live directly from a model · @zan2434 If AI kills terminal value, the future is worthless until it arrives · @chamath AI killing terminal value shifts markets toward current free cash flow · @chamath We believe that software is solved · @DanielEdrisian Ex-OpenAI Codex engineer leaves to build human-AI interface hardware · @DanielEdrisian Agents learn browser automation through self-play like AlphaGo · @shreypandya An agent that browses the web, learns from failures, and iterates · @shreypandya AI finds protein that shields some people from full-blown Alzheimer's · @bryan_johnson 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 $100M @ $1.4B · Slash This thing doesn't run on one AI model · Evan Luthra 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) AI has fundamentally altered the security landscape · Bailey Pumfleet (@pumfleet) 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) No human portfolio managers · Michael Royzen (@MichaelRoyzen) 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 X and Wealthsimple pilot trading directly from cashtags in Canada · DegenerateNews Omi for desktop watches your screen and advises next steps · kodjima33 Desktop AI that watches your screen and guides your next move · kodjima33 $5,000 bounty for the best app delivering real-time podcast insights · twistartups 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 Did the Liberals include sovereignty guarantees in the $240M contract? · RaquelDancho Tuesday, April 14
Skye replaces the static iPhone home grid with an ambient agent layer · @signulll No telegram. no mac mini · @signulll SEC grants 5-year safe harbor for self-custodial crypto frontends · @x256xx SEC gives self-custodial DeFi platforms a 5-year regulatory safe harbor · @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 The NYT as patterns of attention rather than individual stories · @TedAlcorn A folder with a CLAUDE.md is already an agent · @kieranklaassen 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 Coconote exited to Quizlet in 18 months by mastering TikTok · @JosephKChoi Claude plus Obsidian surfaces your own past thoughts from notes · @yb_effect After 9 months, Claude pulls your own past thoughts back to help you · @yb_effect A portfolio monitoring layer on top of existing data that finally works · @yoheinakajima AI lacks go-to-market and incentives, risking a generational fumble · @chamath AI leadership is failing to organize before our eyes · @chamath Agents beat experts on optimization problems · @danrobinson 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 TIL there's a linkedin mcp server · denzell Anthropic quietly lowered Claude's default reasoning effort · Teng Yan Anthropic quietly cut Claude's coding effort without telling users · Teng Yan Autoreason extends automated research methods into subjective domains · SHL0MS Autoreason extends AI research methods to subjective domains · SHL0MS AI's real challenge is human meaning, not job displacement · sam lessin AI is not a labor crisis, it is a meaning crisis · sam lessin AI agents flooding workspaces will all need a way to talk back to humans · Joshua Xu 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 Buying projects where the founder hasn't quit and the token is down 90% · @goodalexander Buy crypto where the founder stayed and the token is down 90% · @goodalexander Grandiose AI doom talk signals companies without real moats · @elocinationn Grandiose AI monopoly claims are now putting people's lives at risk · @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
Turns out early-stage VC portfolios often underperform the S&P 500 · @PeterJ_Walker 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 Mac app that moans when you slap it made $5,000 in 3 days · @Hesamation Canton's synthetic atomicity and privacy model get a technical takedown · @lex_node Canton's cross-domain transactions are not actually atomic · @lex_node A new path for public builders to get funding and go all in · @fdotinc Founders Inc launches Canopy with $50K credits and up to $250K funding · @fdotinc They never reached out to benchmark our model · @maxrumpf Chroma accused of copying SID-1 research after receiving its tech report · @maxrumpf AI is going to go from your assistant to your boss · @shl 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 This on-chain trading agent doesn't follow rules, it rewrites them · @david_tomu 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 CLI-agnostic multi-agent orchestration · @cline Chroma open-sources Context-1, a faster and cheaper agentic search model · @trychroma Pushes the Pareto frontier of agentic search: 10x faster, 10x cheaper · @trychroma AI agent replaces marketing team and drives 2M views with zero ad spend · @realfrankwilder An AI agent called Jean Clawd got 2 million views in 30 days for free · @realfrankwilder If a company is its workflows, you can import and run it in one command · dotta The open standard for importing and running entire companies · dotta Wednesday, March 25
When anyone can build it in an afternoon, building stops being a moat · basche42 The next YC cohort will build agent harnesses, not vibe-coded apps · chainyoda Well-funded startups are becoming irrelevant faster than ever before · first check $500k-1M pre-seed Each VC generation becomes the establishment the next one disrupts · Rak Garg Each rung of the VC talent pipeline now has a new challenger below it · Rak Garg Tier-1 VCs raise billions in months and back only the category leader · Pavel Prata Tier-1 VCs operate on fundamentally different logic than smaller funds · Pavel Prata VC reopened Wispr's $30M round after becoming a power user first · Tanay Kothari (Wispr) A VC reopened Wispr's closed round by becoming a power user first · Tanay Kothari (Wispr) Newsletter to launch a directory as prediction markets institutionalize · Dustin Gouker A newsletter is building a directory of prediction markets startups · Dustin Gouker Cheaper AI makes software affordable, triggering a demand explosion · Aaron Levie Jevons paradox is happening in real-time with AI and software · 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 Polymarket trader bet on BP's FDV, then apparently manipulated the price · 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
6x memory reduction, 8x speedup, zero accuracy loss for LLM inference · Google Research TRON scales its AI fund tenfold to $1B for agent rails · @trondao Tron's $1B AI fund targets core infrastructure for the agentic economy · @trondao Someone asked what advice founders ignore · Paul Graham (@paulg) 2 people only. one pirate and one architect · Dan Shipper (@danshipper) Crypto copied finance's mistakes but the foundation is now set · Santiago R Santos New AI startups assume 10x better models than those built a year ago · Gabriel Why build anything if AI will eventually do everything? · @wongmjane Silicon Valley orbits energy, chemicals, and semiconductors · Shaun Maguire (Sequoia) 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) Augur's co-founder on what prediction markets became vs. what he built · 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 We're saying goodbye to the Sora app · Sora Team Self-referential agents that modify their own improvement process · @jennyzhangzt Meta's Hyperagents can modify how they generate future improvements · @jennyzhangzt Texting is the universal interface · @elliott__potter 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) Ask anything, get polished real-data dashboards in your terminal · @ctatedev Figure 03 humanoid signals embodied AI maturing past research demos · @Benioff Figure 03 · @Benioff DAOs are the natural structure for companies run by AI agents · Snapshot Labs 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 Auto mode lets Claude make permission decisions on your behalf · Claude 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__) The modern office is already a robot environment · SightBringer (@_The_Prophet__) AI moving from cognition to execution by driving the desktop · @_The_Prophet__ This is benchmark engineering and system inflation, not a breakthrough · Manthan Gupta (@manthanguptaa) AI memory breakthroughs are benchmark engineering, not real advances · Manthan Gupta (@manthanguptaa) Stripe protocol lets businesses close sales directly inside Facebook ads · John Collison Sell directly within a Facebook ad, powered by Agentic Commerce Protocol · John Collison AI is coming for everything · @davidsenra via @tbpn 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 So gstack is a YC talent funnel that's actually...pretty smart · @var_epsilon Street is built on legal infrastructure, not vibe-coded in a week · @MiyaHedge (Lukas/Miya) Street delayed launch to solve the legal problems launchpads skip · @MiyaHedge (Lukas/Miya) Know your aha moment, then package it into the paid campaign · @Arpan_Shah_ (Arpan Shah) 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 The Openclaw founder joined OpenAI, abandoning the open-source cause · @sudoingX Software will ship with Claude Code SDK so users can modify it · @t_blom Who are the pre-seed investors every founder should want right now? · @benln Ben Lang refreshes his must-have pre-seed and seed investor shortlist · @benln VC drops Solana recommendations over the foundation's smug attitude · @beaniemaxi Solana's foundation behavior pushes an investor to seek alternatives · @beaniemaxi Short tool companies, long those doing the work, hold the experience · @akoratana (Animesh Koratana) Big tech bets on AI infrastructure expecting $5 to $8 back per dollar · @sudoraohacker 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 Be careful what you post anonymously · @deedydas Sunday, March 22
Top-tier founders quit fastest because their opportunity cost is highest · @Ryanrz Soon software will ship with embedded AI SDKs users can configure · t_blom 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 Hustle Fund's 8 practical tactics for founders asking for money · dunkhippo33 EurekaClaw automates the full local research pipeline from idea to paper · EurekaClaw A local-first AI agent that takes ideas all the way 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 models 10x better and humans who need to decide fast · gabriel1 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
Very few who understand how far-reaching the shift to World Models is · Packy McCormick World Models mark a far-reaching shift few grasp in AI architecture · Packy McCormick Supabase misconfiguration leaks equity, performance, and payment data · @jameszhou02 Misconfigured Supabase bucket exposed background checks and equity data · @jameszhou02 VCs swipe left 99% of the time · Martin Tobias (Pre-Seed VC) Fundraising goes faster when founders know who is writing checks today · Martin Tobias (Pre-Seed VC) Banks are offering low-minimum access to top companies' private rounds · Meghan Reynolds Banks open private rounds at low minimums, bypassing VC gatekeepers · Meghan Reynolds AI agents move past text to show options in live browsers · @Zeneca This AI skill opens a browser to show design elements you can pick from · @Zeneca Wealthy countries can afford AI skepticism, poorer ones cannot · @omooretweets AI's first native growth channel is products agents can call on demand · andrew chen Agents don't want destinations. they want capabilities · 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 A solar panel, a battery, a mini PC, and a WiFi access point · @heynavtoor VC obsession with momentum breeds data manipulation and weak diligence · @nikunj Karpathy went from writing 80% of his own code to writing almost none · Anish Moonka 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 AI slop bookkeeping is bad · @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
Three tools give you an AI company, engineering team, and R&D lab · @coreyganim Startups over $100M should let employees and VCs hedge via perp futures · @joeljohn Startups over $100M should offer equity derivatives for hedging · @joeljohn Reddit and LinkedIn supply nearly 25% of all top LLM citations · @nxthompson Wild · @nxthompson Poke delivers AI workflows in 10-second recipes with no signup · @interaction Perplexity's search API shows what LLMs rank and retrieve at scale · @natjin 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 Own compute · @usenaive Naive gives autonomous employees a bank account, legal entity, and email · @usenaive A search engine for AI agents, trained on 100,000+ tools and skills · @varun_mathur 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 These are the top things Claude users wanted from AI · @lulumeservey AI users want task help, not the creativity and transformation pitch · @lulumeservey Claude Code channels let you control coding agents from your phone · @trq212 Claude Code channels let you control sessions via Telegram or Discord · @trq212 ChatGPT ad revenue per user could surpass Meta given deeper engagement · @omooretweets Google makes ~$460/ user/year in the U.S., mostly on ads · @omooretweets The moat in software was the cost of building software · @toddsaunders Claude Code mass produces millionaires, not zero-sum billionaires · @toddsaunders Strong AI turns Uber for X into consumers requesting robots · @andrewchen Uber for X will eventually mean consumers requesting robots, not humans · @andrewchen Three things most people get wrong about agentic payments · @therollupco 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) A lot of six figure workers still think they own scarce cognition · SightBringer (@_The_Prophet__) We've entered clearly unchartered territory · Linus Ekenstam (@LinusEkenstam) TaxHacker is an open-source AI app that reads receipts in any language · Jainam Parmar (@aiwithjainam) 100% graduation rate is probably bad, actually, not taking enough risk! · Peter Walker (@PeterJ_Walker) 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) Tech culture has always treated automation as inherently good · roon 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__) Agent payments will soon overtake human payments on the internet · Tempo & Stripe Stripe and Tempo launch an open protocol for agent-to-agent payments · Tempo & Stripe Which is basically exactly what happened? · Arpit Gupta (@arpitrage) Aschenbrenner's 2024 forecast of the 2026 agent boom was basically right · Arpit Gupta (@arpitrage) Fintech areas to watch: Hyperliquid, Solana RWAs, and ZK apps · Joel John Focus shifts to fintech rails, perps, RWAs, and zk-native finance apps · Joel John From raw footage to publish-ready reel in minutes · niko (@nikovijay) 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 contrarian founders who still align with big markets · Andrew Chen (@andrewchen) Investors want non-obvious insight on an explosive market, not bravery · Andrew Chen (@andrewchen) Building something significant demands resilience through dislike · dfinzer.eth | opensea Creating anything significant means being misunderstood and disliked · dfinzer.eth | opensea People crave small worlds as emotional compression beats technical scale · SightBringer People are starving for worlds that are small enough to feel real · SightBringer Solo founder hits $4.4M ARR in under two months · Linus Ekenstam (@LinusEkenstam) I fear that AI has decimated the traditional email inbox as we know it · Bill Gurley (@bgurley) Agent swarms outperform single models and filter hallucinations at scale · Jake Brukhman Pretty sure agentic swarms are going to be a thing · 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
Startup culture is devolving into an MBA-ified zero-sum tournament · arian ghashghai 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 Atlas, Sora and the GPT Store are most likely on OpenAI's chopping block · signüll I'm officially looking for a (human) cofounder for @FelixCraftAI · @nateliason (Nat Eliason) 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 How internet scenes grow, accumulate gatekeepers, and collapse · 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 One persistent conversation with Claude that runs on your computer · @felixrieseberg (Felix Rieseberg) Claude Dispatch keeps one persistent conversation across devices · @felixrieseberg (Felix Rieseberg) Altman concedes transformer gains now come from tooling not the models · @expatanon Altman admitted that transformer models have hit the wall · @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) AI scanned Pentagon's budget and found $4.2B in overpriced contracts · 0xMarioNawfal Monday, March 16
Palantir was designed from day one to be impossible to remove · Mehdi (@BetterCallMedhi) How Palantir locks governments into irreversible data dependency · Mehdi (@BetterCallMedhi) Canada claims 4 of the top 10 global accelerator cities, led by Toronto · FounderEric (@FounderEric) 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) Autoresearch: simpler systems beat complex agent infrastructure · Dan Shipper (@danshipper) Sunday, March 15
Three LLM bets equal 70% of all VC profits from the past decade · Meghan Reynolds Three LLMs may equal 70% of all VC profits from the prior decade · Meghan Reynolds If your output can be measured, AI will industrialize it, no exceptions · Christian Catalini The new fault line is whether your output can be measured · Christian Catalini Lovable bee-swarms every employee post to turn engineers into marketers · Harry Stebbings / Elena Verna How Lovable uses bee swarming to amplify employee content · Harry Stebbings / Elena Verna A used RTX 3060 beats two months of ChatGPT Pro for local AI · Sudo su A full local AI agent runs on a $50 RTX 3060 at 29 tok/s · Sudo su Screen workers are most exposed to AI job displacement · Kaito Karpathy scores all 342 US jobs: screen work is highly AI-exposed · Kaito Hyperspace's AI agent swarm has run 14,832 autonomous experiments · Varun Mathur 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 The cost of software is going to zero · Ethan Kho / Michael Watson dimOS hits #3 on GitHub, letting AI agents make physical tool calls · stash Dimensional hits GitHub top 3 within 72 hours of launch · stash A markdown skill graph runs ten social accounts without manual writing · Ronin One AI system runs 10 social media accounts with no manual posts · Ronin Vibe-coded app leaked credentials and only 13 of 11,023 bounties paid · Haseeb Qureshi Data shows only 13 of 11,023 AI-issued bounties were ever paid out · Haseeb Qureshi Monday, March 9
Tobi Lütke: prompt quality is the new AI research bottleneck · unknown Shenzhen's OPC policy bets on the one-person AI company · unknown Jacob Horne's Zora Post-Mortem: The Pattern Match That Failed · unknown 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
The Slow Incubator Found Where AI Actually Helps · unknown AI agent kellyclaude pays a human contractor, a documented first · unknown AI accelerates greenfield builds far more than it helps mature codebases · unknown An AI Agent Hired a Human , and the Market Hasn't Noticed · unknown Monday, March 2
Tokens Are the Right Funding Vehicle for AI Agent Businesses · unknown Tokens are the native funding instrument for agent-run businesses · unknown