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.
Monday, July 6
new What software companies can't measure is what keeps them running · seangoedecke.com new 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 The most dangerous model exploits may be latent triggers that look harmless until a coordinated event activates them at · @BrendanFalk Fugu wraps a coordinated model fleet behind a single API · Sakana AI Personal AI is moving from chat interfaces toward full-stack memory systems built on exported life data · @willdepue Enterprise AI security debates are collapsing into an economics debate: once open models are dramatically cheaper · @quxiaoyin Happenstance makes your extended network searchable for warm paths · Happenstance As coding agents become normal, cost observability becomes part of the developer toolchain · @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 European enterprise AI adoption now depends less on model novelty and more on reliability, governance, sovereignty, and · @nikesharora A belief-web model that dissolves the boundary between goals and acts · Richard Ngo Creator discovery is becoming a live-data problem instead of a database problem · @lightreelai Tool that mines shareable clips from long video, ranked by virality · clawdbotatg AI lowers the cost of maintaining rich personal sites while personal agents lower dependence on platform distribution · @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 has not 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 will force a major 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
What it feels like to work with AI, commissioning the work instead of steering it · Ethan Mollick Venture capital in the age of LLMs, and whether it survives as one of the last human jobs · joinodin.com An autonomous-fleet SPV: own the vehicles, Remount runs ops, Tesla supplies autonomy · Remount Just talk to it, a strong model with a light workflow beats heavy scaffolding · Peter Steinberger Wednesday, June 10
A firm or venture network can use hiring and talent discovery as a complementary wedge that compounds the core founder · @nextplayso The self-improving corporation, a thesis on recursive self-improvement as a portfolio bet · alphafund.com A roundup of under-the-radar roles at fast-growing startups · @nextplayso Clawd-clipper mines shareable 10 to 40 second clips from finished episodes · github.com HardLaunch, infrastructure to spin up and run 100+ short-form content accounts at once · hardlaunch.com Tuesday, June 9
Decentralized markets emerge to crawl data behind Reddit and other LLM firewalls · Richard Wu Neofirms will charge for outcomes, not hours, with tokens coming out of margin · John Sarihan Anthropic's Mythos excels at security research but still trips over Bazel · zek The market needs a multiplayer tool to orchestrate agents across a whole team · Karri Saarinen Apple's keynote hints at an OS where AI builds interfaces on demand, no 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 does to software what the internet did to media, channels become scarce · Alex Lieberman Fastest 2026 pivot: feed customer call transcripts into Claude to find PMF · Rexan Wong Mac-1 runs locally on 7GB RAM and wields 487 native MacOS tools · CJ Zafir Next LLM tooling is GNU Autotools x Notion for collaborative knowledge work · Patrick Collison Better 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 Switzerland 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 its 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 becomes custom gardens with AI agents as envoys to the open web · will depue Constantinople is a payments blockchain built on Commonware Library primitives · commonware.xyz One dashboard tracks every AI agent across Claude, Codex, local and cloud · DennisonBertram Thursday, June 4
YC's AI services playbook says variance kills these businesses fastest · Y Combinator PayPal at 12x, Trade Desk at 9x: profitable tech leaders trade as orphans · 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 10x Shor's leap puts quantum-broken crypto at 50% odds, says Drake · Justin Drake Founders need a free disposable fundraising tool, not another permanent 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 the stack and absorb Cursor and Lovable · 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 A systematic AI dev loop: research first, define evals, iterate until they pass · Jonata Santos AI execution is getting cheap faster than verification can keep up · cgi.md Early-stage venture now rewards performative input-maximizing over building · Dave Fontenot Only 5 firms have pulled off SOTA-moving decentralized pretraining runs · Jake Brukhman Distill ad platforms as teacher models to predict ROAS before spending budget · Eric Seufert The venture power law is self-inflicted at the fund level · Dan Gray (Odin) The real AI bottleneck is extracting context locked in senior people's 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 local agents for a private personal assistant · Tomasz Tunguz Striver founders input-max performative metrics over real product fit · Andrew Ziperski Judge AI memory systems across the full data lifecycle, collect to govern · Joshua Park As new media turns to slop, a market opens for $10K-a-month premium podcasts · Will Manidis AI's real bottleneck is knowledge locked in senior people's heads, says Tan · 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 Have agents build full end-to-end proofs of concept before the real project · @DennisonBertram Great writing wins on persuasion, simplicity, and short sentences · @hardeep_gambhir Delusional optimism is the prerequisite for acting under uncertainty · @gabriel1 Agents now need only a harness, connectors and reliable uptime, not better models · @nickbaumann_ Saturday, May 30
The /workflow feature cracks multi-step tasks agents long failed at · Jason Zhou New DSL gives subagents explicit workflow code instead of emergent coordination · Michael Livs (@micLivs) Top VC mega-funds tripled early-stage deals to 400 a year as the new baseline · Pavel Prata $5K bounty for a HeyReach-style Instagram outreach automation stack · Cody Schneider Codex now manages its own threads and spins up worktrees for parallel tasks · Guinness Chen Deterministic workflows orchestrating small agent loops beat agent soup every time · dex (@dexhorthy) 63 founder referrals show builders chasing crowded spaces over asymmetric bets · satvik AI-generated data is poisoning training with no way to look back · peach (@33b345) A second dollar on an agent buys far less than a second dollar on a person · Tom Cunningham No single control plane exists to manage agents across code, design and ops · 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 First economic scaling law beyond language frames recursive AI as portfolio optimization · mass OpenJarvis ships a personal AI with five swappable primitives · Jon Saad-Falcon Four emerging agent patterns: Explorers, Rubber Ducks, Sims, and skill training · Peter Zakin Agent systems should treat logs as first-class architecture, not an afterthought · Yohei Deterministic workflows around small agent loops beat multi-agent soup · dex Claude Code auto-generates orchestration plans it follows across hundreds of agents · cat AI scans X daily to spot founders before they are obvious · Shengkun Agents are the next mobile, with 53% of one API's traffic already 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 is as accurate as a 1-day forecast 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 into early-exit startups and consensus 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 for a week then does your job is shipping now · aaronjmars Monday, May 18
New financial primitives and novel concepts 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 like Harvey become tools the general agent pays to call · Nathan Baschez (@nbaschez) Saturday, May 16
OpenClaw runs 100 cloud agents reviewing every PR as if tokens are free · @steipete 10k SF AI workers hit $20M+ in five years while everyone else feels trapped · @deedydas If Series A hits $30-100M, seed funds need $300M+ to stay relevant · @nunzi46 At seed, functional value-add beats check size from micro funds and angels · @nakul Agents that write to their own memory after every task compound an advantage · @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) Reasoning traces, not compute, 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 firms race to own the data pipe as agentic startups try to commoditize it · @gokulr Selling-to-secondaries advice pushes founders toward tradable over durable · @arian_ghashghai The best companies invent their way out of early capital constraints · @credistick Ben Thompson interviewed at the MoffettNathanson media and internet conference · stratechery.com Forcing agents to render a UI surfaces mistakes they would otherwise miss · @goodalexander Wednesday, May 13
Venture-backable is meaningless when only megafunds need $50B exits · Arian Ghashghai (@arian_ghashghai) Type.com launches multiplayer AI teammates across every company tool · Fletcher Richman (@fletchrichman) Ponder raises $2.5M for AI agents that co-edit video with humans · Timothy Wang (@timwangyc) PaperTrade pays losing traders equity, LP grows purely from their losses · Sam (@0xCryptoSam) OpenAI spins up a separate entity with 19 firms to deploy frontier AI · OpenAI (@OpenAI) AI deleted the execution moat and pushed the constraint up to taste and judgment · Scott Belsky (@scottbelsky) Permanence is the rarest asset class in an age of AI disruption · Saneel (@sanlsrni) Claude debuts agent view, a unified dashboard for all coding sessions · Claude (@claudeai) Launch videos are dead, enduring brands beat viral Twitter moments · Josh (@lee94josh) Sub-$5M new-category bets beat $100M raises in crowded markets · Neil (@neilhar) Anthropic declares all secondary transfers of its stock illegal and void · Gabriel Shapiro (@lex_node) Altos organizes funds around companies, heretical in venture · Ho Nam (@honam) AI IQ puts models on a human bell curve instead of leaderboards · Ryan Shea (@ryaneshea) AI eats VC analyst work, leaving trust and network to humans · Rebecca Kaden (@rebeccakaden) AI startup moats range from real to false depending entirely on the team · Deedy (@deedydas) Monday, May 11
Muesli does 100% on-device meeting transcription and dictation for macOS · github.com Thursday, May 7
Every new enabling technology opens a window for a new marketplace · nfx.com Wednesday, May 6
The receipt economy turns proof of action into the new currency · reececonnell.com Monday, May 4
JP Morgan's Ask David uses supervisor, subagents, and LLM-as-judge validation · @adamghowiba Jevons paradox: AI makes coding efficient and demand for engineers booms · @zooko Become your industry's top founder with 45 minutes of AI per week · @wizofecom Sunday, May 3
VC vintages hitting 3x net averaged just 1.7 fund-returning companies · @semil Harvey and Legora are token resellers exposed if labs go direct · @willchen500 Ask Claude how the plan failed, not whether it is good, to surface failure modes · @itsolelehmann Across 5000 founder meetings, relentless determination was the rarest success trait · @adamshuaib When agents generate workflows the app goes thin and the database becomes runtime · @anshublog Always ask an angel for the bottom of their stated investment range · @PhilipJohnston AI-mageddon hits harder than SaaS because the moats are weaker · @scottbelsky AI work shifts to a continuous agent runtime that humans and agents share · @danshipper Saturday, May 2
Buybacks are the only credible path to token value accrual · Jeff Dorman Stripe Atlas crosses 100,000 incorporations with 130% YoY growth · Patrick Collison Sheet Advisor turns investment theses into daily signals via Claude and Sheets · Michael Mignano Series embeds AI social discovery directly inside iMessage · Nathaneo Johnson Pre-seed pitches distilled to 5 bullets: problem, wedge, traction, market, ask · Martin Tobias Pathological determination beats brilliance and shows up in under 1% of founders · Adam Shuaib Top 3x VC vintages averaged just 1.7 fund-returning companies · Semil Coding agents turn a product manager into a high-velocity shipping developer · Dan Shipper Autonomous development splits into reactive, exploratory, and user-spec modes · Peter Zakin AI companies need 10-year vision, 1-year direction, weekly roadmap · Gokul Rajaram Agnost AI lets agents learn from failures and fix the silent churn problem · Shubham (ShubhamInTech) Open source book maps 21 chapters of agent design from basics to production · Joruno (wsl8297) Friday, May 1
43,000 VCs split into two types: kingmakers and prophets · Aaron Harris World-changers pair relentlessness with conviction, and either alone is a curse · Joel John Qwen lets you watch every concept fire and toggle any feature on or off · Eric Even at 100M tokens, model performance keeps scaling with inference compute · Noam Brown Quality control in contractor service businesses barely scales, even for simple jobs · Regy Codex adds messaging and payments, pushing coding tools into financial rails · Brian Flynn Founders who cram down investors become the biggest breakouts · Bruno Faviero AutoGen and agent marketplaces are dead, context engineering compounds · Ronin AI splits firms into hyper-optimized giants and nanocorps · Katie Chiou Agentic infra makes people coalesce into a new kind of organization · Matt Huang The agent harness is an org chart you keep adjusting, not backend built once · Yohei Nakajima Thursday, April 30
Every hires a Talent Producer, making storytelling a company-building role · Brandon Gell (@bran_don_gell) Stripe ships crypto as agent-native plumbing under a trusted brand · Dan Romero (@dwr) Wednesday, April 29
Running out of money rarely kills startups, it just hides the real cause · arian ghashghai Seed deals are out-of-the-money options priced on idea and founder · sam lessin Platforms reclaim bank revenue by issuing their own stablecoins, cards and FX · Lightspark Mesa gives agents a durable POSIX filesystem with branches, diffs, and rollback · Oliver Founders should build an AI-navigable digital twin of their company · Brian Halligan In the AI age people matter more, not less, with massive leverage · Brian Distelburger Venice runs GLM 5.1 on private hardware with E2EE so even the GPU host stays blind · Tommy Half of Speedrun's startup evaluation weighs the team, not the product · Jon Lai Tuesday, April 28
Universal Basic Equity in crypto L1s replaces UBI in the AGI economy · Raoul Pal Agent Identity is the new cell, ushering in Sovereign Computing · Josh Crumb Fintech profits run on customer apathy, and AI agents will route around all of it · Anish Acharya Venture's box-checking scale game would have rejected a young Bezos or Musk · Dan Gray Nine AI pressure points converging at once, no soft landing · staysaasy Monday, April 27
Future computing splits into ambient intent, agentic execution, and ephemeral review · signüll AI memory converges on git files and grep, knowledge graphs losing · andrew pignanelli Talent fleeing hot AI labs for Meta is the bubble tell · staysaasy Sunday, April 26
VC argues endlessly because nobody agrees what its core terms mean · Dan Gray Open source is the new wholesale, the margin lives in the customer relationship · GREG ISENBERG Content engine scrapes 9 platforms, cutting daily creation from 2 hours to 10 minutes · Ronin Karpathy drops free 3-hour course on how LLMs actually work · Rahul A platform-agnostic community is building agents across Claws, Hermes and more · Shaw (spirit/acc) Four-step AI essay workflow: transcripts, interview, outline, draft · brett goldstein Saturday, April 25
YC's real moat is attracting the next Coinbase, not filtering startups · Pareen (@pareen) Founders now lead pitches with personal trauma instead of origin stories · Adam Draper (@AdamDraper) Founders with small accounts are too busy building to posture · Hubert Thieblot (@hthieblot) First-time founders list dream funds, veterans list ones to avoid · pj (@BeingPractical) Products now have two users, humans and the agents reading the interface · Simon Taylor (@sytaylor) Cua open-sources a macOS driver letting any agent drive any app in the background · Cua (@trycua) Karpathy-inspired claude.md hits 78.5K stars curbing silent assumptions and bloat · Om Patel (@om_patel5) Tool generates authorization letters that bypass Claude's safety restrictions · ultra (@0x_ultra) Friday, April 24
Retail VC funds charge hedge fund fees for VC illiquidity with mutual fund marketing · @sterlingcrispin Startups raising over $3B post negative IPO alpha of -63% · @credistick AI coding winners must own both the product and the model · @kevinakwok Best founders will pre-consensus into existence, just a click ahead of the crowd · @caitlinbolnick1 Thursday, April 23
AngelList's 1% retail VC fund actually carries a 3.61% expense ratio · @covered_call Trader nets $34K heating a Paris airport sensor to rig Polymarket weather bets · @aaronjmars e/acc rests on thermodynamics: life is a fire that seeks free energy and grows · Guillaume Verdon (Beff Jezos) Flipbook streams every UI pixel from a model, no DOM or code · @zan2434 Markets reprice from P/E toward free cash flow as AI kills terminal value · @chamath Ex-OpenAI Codex engineer leaves to build human-AI interface hardware · @DanielEdrisian Agents learn browser automation through self-play like AlphaGo · @shreypandya AI names Chromogranin A as the protein shielding brains from Alzheimer's · @bryan_johnson Friday, April 17
Slash raises $100M at a $1.4B valuation led by Ribbit and Khosla · Slash Perplexity launches a 24/7 AI operating system routing tasks across 19 models · Evan Luthra Thursday, April 16
Vibe coding ships fast but great systems still take real time · Nikunj Kothari (@nikunj) OpenClaw is now production-ready with sandboxing, firewalls, and supervision · Garry Tan (@garrytan) Cal.com closes its core code as AI turns transparency into exposure at scale · Bailey Pumfleet (@pumfleet) Permissioned blockchains are just databases with extra steps · Nick Almond (@DrNickA) Clickable interactive equations beat static math explanations · Parzival (@whyarethis) Allbirds stock jumps 200% after pivoting from shoes to AI · The Kobeissi Letter (@KobeissiLetter) A reasoning model runs the hedge fund with no human managers · Michael Royzen (@MichaelRoyzen) Aeon ships a fully autonomous agent framework with zero approval loops · aeon (@aeonframework) Wednesday, April 15
X and Wealthsimple pilot one-tap trading from tweets in Canada · DegenerateNews Omi for Desktop is a local AI that watches your screen and advises next steps · kodjima33 This Week in Startups puts $5K bounty on real-time podcast insight app · twistartups Cohere took $240M Canadian funds while eyeing a German merger and US data center · RaquelDancho Tuesday, April 14
Skye replaces the static iPhone home grid with an ambient agent layer · @signulll SEC grants 5-year safe harbor for self-custodial crypto frontends · @x256xx Portfolio monitor auto-calculates runway and sentiment from existing CRM and email · @yoheinakajima Dashboard of 25 years of NYT coverage reveals news as a pattern machine · @TedAlcorn A folder with a CLAUDE.md file already functions as an agent · @kieranklaassen Coconote exits to Quizlet in 18 months on $6.7M ARR and 1B TikTok views · @JosephKChoi Claude plus Obsidian compounds context until it surfaces your own past thoughts · @yb_effect AI lacks go-to-market and incentives, risking a generational fumble · @chamath On optimization problems, agents ignoring domain knowledge crush the experts · @danrobinson Monday, April 13
A bot buying No on every Polymarket exploits the 73% that resolve No · Sterling Crispin A LinkedIn MCP server lets AI agents run prospecting and outbound sales · denzell Anthropic quietly cut Claude's default reasoning effort, telemetry caught the drop · Teng Yan Autoreason extends automated research methods into subjective domains · SHL0MS AI's real challenge is human meaning, not job displacement · sam lessin Agents should report back in video, not text, for density and presence · Joshua Xu Sunday, April 12
Dylan Field scraped Twitter and Gephi to win Figma's first users with coffee · @TheChowdhary Obsidian Reader makes video transcripts scrubbable, making YouTube feel broken · @kepano Buy crypto where the founder stayed, GitHub is live, and the token is down 90% · @goodalexander Grandiose AI doom talk signals companies without real moats · @elocinationn Economists are AI-pilled but still expect 1950s-level GDP growth · @BasilHalperin Thursday, April 2
Economists are getting AI-pilled · @BasilHalperin Friday, March 27
Picking 20 young startups rarely beats the S&P 500 over 15 years · @PeterJ_Walker A Mac slap-for-sounds app made $5K in three days organically · @Hesamation Canton's synthetic atomicity and privacy model get a technical takedown · @lex_node Founders Inc launches Canopy with $50K credits and up to $250K funding · @fdotinc Chroma accused of copying SID-1 research after requesting the tech report · @maxrumpf AI shifts from assistant to boss, directing human work · @shl Thursday, March 26
A VC won Wispr's round by becoming a power user, never asking for a demo · Tanay Kothari (Wispr CEO) As headless merchants multiply, distribution turns into ranking · XY Free private-inference proof-of-concepts beat consultants who install Claude and vanish · Samuel Cardillo Trading agent runs 78k experiments and pays for its own compute from profits · @david_tomu Cline Kanban orchestrates Claude and Codex agents in isolated worktrees with diffs · @cline Chroma open-sources Context-1, a 20B search agent faster and cheaper than rivals · @trychroma Company swaps its marketing team for an agent, hits 2M views on zero ad spend · @realfrankwilder If a company is its workflows, you can import and run it in one command · dotta Wednesday, March 25
When anyone can build it in an afternoon, building stops being a moat · basche42 Each VC generation becomes the establishment the next one disrupts · Rak Garg Tier-1 VCs raise billions in months and chase only the #1 in each category · Pavel Prata A VC reopened Wispr's closed $30M round after becoming a power user first · Tanay Kothari (Wispr) Newsletter plans a directory of prediction-market startups as the vertical institutionalizes · Dustin Gouker Cheaper AI software triggers an explosion of demand across every industry · Aaron Levie The definition of engineering excellence shifted in just four months · Garry Tan Polymarket bets became the incentive layer for pumping Backpack's token · Backpack Well-funded startups now go obsolete in months, not years · first check $500k-1M pre-seed Agents now run whole onchain businesses, holding and redeploying capital with no human · Galaxy Digital Research Next YC startups move from vibe coding to building agent harnesses · chainyoda Tuesday, March 24
TRON scales its AI fund tenfold to $1B for agent rails · @trondao Silicon Valley orbits energy and chemicals, not the other way around · Shaun Maguire (Sequoia) Prediction markets finally broke through, but not for what Augur's founders built them to do · Matt Liston (@no__________end) Two-person engineering: a pirate ships fast, an architect hardens what works · Dan Shipper (@danshipper) Photonic array hits 6.2 PMACs density doing matrix math entirely in light · Jungmin Kim, Qingyi Zhou, Zongfu Yu Six startup lessons founders routinely ignore, from launching fast to firing fast · Paul Graham (@paulg) OpenAI discontinues the Sora app to refocus on business and coding ahead of IPO · Sora Team Meta's Hyperagents can rewrite how they generate their own future improvements · @jennyzhangzt Linq raises $27M to make texting the universal interface for AI agents · Elliott Potter (@elliott__potter) Linq gives AI agents native iMessage, SMS, and voice access · @elliott__potter Meta's Hyperagents improve at improving themselves, not just at the task · Jenny Zhang (@jennyzhangzt) Google TurboQuant cuts LLM cache memory 6x with 8x speedup, no accuracy loss · Google Research Ask for an interface, get an interface becomes the new software paradigm · @ctatedev Generative TUI renders live data dashboards on demand in your terminal · Chris Tate (@ctatedev) Figure 03 humanoid signals embodied AI maturing past research demos · @Benioff DAOs are the ideal structure for agent-founded companies, Snapshot Labs argues · Snapshot Labs Angel checks hit a low in crypto, starved of projects not capital · Santiago R Santos Claude Code auto mode makes permission calls without human approval · Claude Starting today beats last year by assuming 10x better models · Gabriel The AI question shifts from what to build to why build at all · @wongmjane Humans were temporary glue between apps, AI absorbs that work · SightBringer (@_The_Prophet__) AI moving from cognition to execution by driving the desktop · @_The_Prophet__ AI memory breakthroughs are benchmark engineering, not real advances · Manthan Gupta (@manthanguptaa) Stripe's Agentic Commerce Protocol lets businesses sell inside Facebook ads · John Collison Lutke says 2026 puts every business on Earth up for grabs to AI-native rivals · @davidsenra via @tbpn Monday, March 23
YC's gstack is a talent funnel to spot founders before they start · @var_epsilon Street delayed launch to solve the legal problems launchpads skip · @MiyaHedge (Lukas/Miya) Paid acquisition always works once you package the customer's aha moment · @Arpan_Shah_ (Arpan Shah) Short the tool, long the work, hold what creates the work · @akoratana OpenClaw founder joins OpenAI and now says open models aren't there yet · @sudoingX Software ships with Claude Code SDK so users modify it and changes flow upstream · @t_blom Ben Lang refreshes his shortlist of must-have pre-seed and seed investors · @benln Investor drops Solana recommendations over the foundation's smug attitude · @beaniemaxi Whoever controls AI infrastructure controls modern civilization · @sudoraohacker AI collapses software-as-product toward zero, splitting survivors above the line · @akoratana (Animesh Koratana) AI maps 54% of HackerNews profiles to LinkedIn, ending anonymity · @deedydas Sunday, March 22
Top-tier founders quit fastest because their opportunity cost is highest · @Ryanrz The 2026 engineering team is two people, a fast pirate and a structural architect · danshipper Claude Opus fast-mode costs $743K a year to run nonstop · @VictorTaelin Open source value is shifting from code to data, evals, protocols, and weights · jack NOOK builds permissionless autoresearch where anonymous agent swarms earn trust onchain · @ChillTRD Hustle Fund shares the actual tactics for asking investors for money · dunkhippo33 EurekaClaw runs the full local-first research pipeline from idea to paper · EurekaClaw Embedded Claude Code SDKs turn users into co-developers of the apps they run · t_blom Distribution shifts from top of funnel to top of the call stack · andrewchen Build assuming 10x better models and decision speed as the only bottleneck · gabriel1 Agents want capabilities, not destinations, moving distribution to the call stack · @andrewchen Saturday, March 21
World Models mark a far-reaching shift few grasp in AI architecture · Packy McCormick Misconfigured Supabase bucket exposed background checks and equity data · @jameszhou02 Fundraising is a matching game won by intel on who is writing checks today · Martin Tobias (Pre-Seed VC) Banks open private rounds at scale with low minimums, bypassing VC gatekeepers · Meghan Reynolds AI agents move past text to show options in live browsers · @Zeneca AI's first native growth channel is products agents can call on demand · andrew chen AI optimism falls as GDP per capita rises, with poorer countries adopting fastest · @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 Offline solar AI bundles local LLMs, Wikipedia and medical references for survival · @heynavtoor VC's obsession with momentum over fundamentals breeds data manipulation and weak diligence · @nikunj Karpathy stops writing code, delegates whole features to parallel agents · Anish Moonka Seed ownership compresses to 10%, forcing pricey Series A buy-ups · TBPN (Lightspeed partner discussion) The bespoke software revolution is pushed by makers, not user demand · Jason Fried Weaponized AI-generated falsehoods are emerging as a defamation marketing tactic · @JesseTinsley Readers retroactively trashed a book once AI use was suspected · Olivia Moore Most agent swarms are built wrong, all colored circles and no real implementation · Chris K Thursday, March 19
Startups over $100M should let employees and VCs hedge via perp futures · @joeljohn Reddit and LinkedIn supply nearly 25% of all top LLM citations · @nxthompson Poke offers superintelligence over text with 10-second workflow recipes, no signup · @interaction Companies mine Perplexity's API to reverse-engineer what LLMs rank and retrieve · @natjin Three free tools spin up a self-running AI company in 10 minutes · @coreyganim Company formation is collapsing into a single button click · @Bencera Naive gives autonomous employees a bank account, legal entity, and email to run a business · @usenaive Matrix is Google for agents, trained on 100,000 skills and tools · @varun_mathur SEAL outlines DNS defenses for DeFi after domain hijacking attacks · @yieldsandmore AI users want practical task help, not the creativity and transformation pitch · @lulumeservey Claude Code channels let you drive coding agents from Telegram and Discord · @trq212 ChatGPT ad tests reportedly beat Meta as ads dwarf subscription economics · @omooretweets Claude Code mass produces millionaires, not zero-sum billionaires · @toddsaunders Strong AI turns Uber for X into consumers requesting robots · @andrewchen Pantera bets the real AI-crypto category is agent banking, not agentic payments · @therollupco Wednesday, March 18
Walmart patents AI that sets real-time shelf prices across US stores · Lukasz Olejnik (@lukOlejnik) TaxHacker is an open-source AI app that reads receipts in any language · Jainam Parmar (@aiwithjainam) A 100% Series A graduation rate signals too little risk, not excellence · Peter Walker (@PeterJ_Walker) SEC approves NASDAQ rule to bring tokenized securities onto blockchain · Aggr News (@AggrNews) In SF tech, automation is axiomatically good, a belief older than AI · roon AI is liquidating the six-figure professional middle as prestige overhead unwinds · SightBringer (@_The_Prophet__) Stripe and Tempo launch an open protocol for agent-to-agent payments · Tempo & Stripe Aschenbrenner's June 2024 forecast of the 2026 agent jump lands exactly right · Arpit Gupta (@arpitrage) Focus shifts to fintech rails, perps, RWAs, and zk-native finance apps · Joel John Openclaw pipeline turns raw footage into publish-ready video in minutes · niko (@nikovijay) AI personalization has broken spam filters and decimated the email inbox · Bill Gurley (@bgurley) Cursor repriced its core loop and devs burn a month of credits in two days · Gergely Orosz (@GergelyOrosz) Investors want non-obvious insight on an explosive market, not bravery · Andrew Chen (@andrewchen) Building something significant takes glass-chewing resilience through dislike · dfinzer.eth | opensea People crave small worlds as emotional compression beats technical scale · SightBringer Solo founder hits $4.4M ARR in under two months · Linus Ekenstam (@LinusEkenstam) Agent swarms beat single models and filter out hallucinations and attacks · Jake Brukhman Expose OpenAPI specs and watch agents pay for rides, reservations and rentals · Ryan Sproule (@rsproule) Separate agent infra companies will consolidate via M&A or hyperscaler buyouts · Ivan Burazin (@ivanburazin) Voice, database, search and sandboxes will collapse into one agent cloud bundle · Ivan Burazin Tuesday, March 17
Bay Area startups now run as a zero-sum elimination tournament · arian ghashghai A $4.5M ARR solo business with AI agents is possible but breaks founders · Ben Cera OpenAI may kill its consumer apps to bet on Codex, agents, and enterprise · signüll Heavy AI users spending $1K a month on tokens are now a distinct founder profile · @nateliason (Nat Eliason) Long-running agents need goal-driven design, not task-driven scripts · louis030195 Aschenbrenner called the 2026 chatbot-to-agent leap back in June 2024 · @arpitrage (Arpit Gupta) Online scenes follow a fixed arc from seed to collapse to diaspora · thebes Headless SaaS rebuilds Photoshop and Slack as agent-first APIs, no UI · @ivanburazin (Ivan Burazin) Crypto card spend went from near-zero to $100M-plus monthly in under three years · Frank Chaparro Claude Dispatch runs one persistent agent you start on phone and finish on desktop · @felixrieseberg (Felix Rieseberg) Altman concedes transformer models hit the wall, gains now come from tooling · @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 AI fake band hit 80,000 Spotify listeners, then became a real touring act · @MilkRoadAI (Milk Road AI) Monday, March 16
Palantir was built from day one to be impossible to remove, at nation-state scale · Mehdi (@BetterCallMedhi) Toronto leads world with 77 accelerators as Canada claims four top-10 cities · FounderEric (@FounderEric) Crypto card spending climbs from zero to $100M-plus monthly since early 2023 · Frank Chaparro (@fintechfrank) The bitter lesson hits agents: more tokens beats fancy frameworks · Dan Shipper (@danshipper) Sunday, March 15
Three LLM bets equal 70% of all VC profits from the past decade · Meghan Reynolds Skill-biased change is dead, and if your output can be measured AI industrializes it · Christian Catalini Lovable games the algorithm by bee-swarming every employee's content in Slack · Harry Stebbings / Elena Verna A full local AI agent runs on a $50 RTX 3060 at 29 tok/s · Sudo su Karpathy scores all 342 US jobs: screen work is highly AI-exposed · Kaito Hyperspace swarm runs 14,832 autonomous experiments across 237 agents · Varun Mathur As software nears zero cost, value moves to forward deployed engineers · Ethan Kho / Michael Watson dimOS hits #3 on GitHub, letting AI agents make physical tool calls · stash Ten accounts run hands-free as a markdown graph rethinks each post per platform · Ronin AIs-employing-humans hype collapses as only 13 of 11,023 bounties get paid · Haseeb Qureshi Monday, March 9
Zora's Solana pivot failed because structural pivots never worked for Zora · unknown Overnight agent loop yields a 0.8B model beating the old 1.6B by 19% · unknown Shenzhen district writes the first policy courting AI agent and one-person firms · unknown Wednesday, March 4
AI agent kellyclaude pays a human contractor, a documented first · unknown AI gives huge gains on greenfield builds but only 10% on mature codebases · unknown Monday, March 2
Tokens, not equity, are the native funding instrument for agent businesses · unknown