John Ryu @john_ryu

kind of incredible that boise, idaho got a $1T company before new york or all of europe

It’s time for everyone to realize that the fight against data centers has nothing to do with data centers. They have become a proxy for the hate towards AI and the concentration and accumulation of wealth it’s creating. Until those running the big LLMs understand this and start a community tour, not to explain the benefits of AI, it’s too late for that, but to help towns and cities that may be impacted by job losses (and I’m a believer their will be a net gains in a few years), this battle is only going to get more intense and let me tell you now , no matter how much money you pay to buy politicians and races, you will lose. One thing I have learned is being hated is not good for business. How can they help ? They will tell you. You will need to do what they ask. Billions of dollars is a lot of money across towns and city programs. Across the major LLMs, it’s a cost of doing business. At the same time, I would go to LA and NYC and ask the arts and creative unions what kind of programs would help and protect their artists. DO NOT GO TO THE MUSIC OR FILM COMPANIES. that will make it worse. Don’t try to pay famous people to endorse what you are doing. That’s dumb. Talk to artists and ask them what you can do to provide financial and creative support. Every creative I know is TERRIFIED about what AI will do to their profession. You must meet them face to face and basically do what they say. The big LLMs have lost the PR battle. Why ? Because they all suck at putting people first. They have an SV attitude that makes them all think they are John Galt saving the world Given the number of data centers and power that is needed, today and going forward , If you don’t kiss the asses of the people that go to work every day, and are just trying to pay their bills, you will fall far far short of the capacity you need to make your business work.

If you are going to raise the price of graphics cards, at least make the box look like this

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Day 1 of vibecoding

@janelleeeeee___ 😂

@_BaitlessBob lol yes

@stephenmruiz lol yes

I don’t know where these people are going to go to on the bathroom.

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People out here discussing parade spot strategy.

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Sign outside Kiki’s tonight….this concludes the dimes square experiment

Jo uses GBrain under the hood and this is one of the fastest ways to get a personal AI or company brain working for you Personal AI is here

Kevin Li @liveink

a month ago

Every AI tool just waits for you to type a prompt. For the last year we built the opposite: an assistant that already did the thing before you wake up. Here's what that looks like in a real family. Mine. 👇

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No investor has any right to push you to get acquired if you don't want to. The company is your project, not theirs.

Top 10 all time graduation speech by Eric Church at UNC.

What happens when you post a real Monet and say it’s AI? The coolest art social experiment I’ve seen in a while. Thank you @SHL0MS

Forward deployed engineers, or equivalent, are about to become one of the most in-demand jobs in tech. And one of the most important functions for AI rollouts. Deploying agents is far more technical of a task than most people realize, often far more involved than deploying software. Software generally works the same way every time, and generally for the past few decades has been updated versions of an existing technology or concept (which basically means easier for the enterprise to update their workflows on a newer system). With agents, you’re actually deploying the equivalent of work output within the enterprise. The customer is effectively using you as a professional services provider for a task, which they expect to get solved nearly end-to-end now. This means you need to actually deeply understand the business process as a vendor, and get the customer from the current to the end state seamlessly. Companies need help figuring out which models will work best for their workflows, they need extensive evals setup often, they need change management support for workflows, they need to get their data setup for the agents, and constant tuning of the agentic system for their process. Massive role in tech now. And another example of the kind of highly technical work that AI is creating.

First Squawk @FirstSquawk

2 months ago

GOOGLE TO RECRUIT HUNDREDS OF ENGINEERS TO ASSIST CLIENTS IN EMBRACING ITS AI – THE INFORMATION

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If Anthropic starts invalidating layered SPVs and other “creative” financing structures, private markets are in for a reckoning. The SpaceX IPO will expose just how much synthetic ownership and outright fraud has accumulated in privates.

_gabrielShapir0 @lex_node

2 months ago

I am surprised more people are not paying attention to this update from Anthropic on its stock policy. This seems like a potential bombshell. There is an active secondary market purportedly in Anthropic stock or derivatives including on fairly reputable (or at least well-known)

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The day a blind man sees. The first thing he throws away is the stick that has helped him all his life

Accurate

Brian Halligan @bhalligan

2 months ago

I don't remember where I found this, but its spot on.

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MIT student asked a question earlier today that a lot of young founders are quietly wondering about: "Won’t the frontier labs just do everything?" Yes it's true that OAI/Ant are shipping at incredible pace, but it's quite easy to avoid their blast radius and build amazing startups: OpenAI is not going to build a cattle-herding drone, buy an old F-150 and drive from ranch to ranch like the founder of one of the fastest-growing YC W26 startups, Graze Mate. Anthropic is not going to integrate with dental insurance verification systems (Lance). Google is not going to navigate NATO procurement (Milliray). The value is in the last mile, not the model. Sales cycles require humans who understand the customer. And most importantly, the market is expanding, not shrinking: AI isn't cannibalizing the existing 1% software spend — it's unlocking the other 5-6% that was going to humans. That's a much bigger market for startups yet-to-be-founded than the one the labs are playing in. Now, what DOES seem risky? A thin UI layer on top of ChatGPT with no domain expertise; a general-purpose chatbot or assistant; or a product that gets obsolete when model capabilities improve. But — tools for specific industries; "full-stack" AI companies that actually are the service (AI law firm, AI accounting firm, AI uranium exploration company); or generally products where the customer doesn't want a tool but an outcome — are defensible ideas for startups.

“Founders aren’t made when they start companies. They’re made when they interpret their market correctly.” Episode 2 of @KnuckleUpHQ is live. Qasar Younis (@qasar): Founder and CEO of Applied Intuition. One of the sharpest and most intentional operators you’ll ever meet on the craft of building a company. Full episode ↓ -- 00:00 Intro 01:19 What really makes someone a founder 05:26 The company that almost became Kickstarter 08:12 The most common misread on feedback 13:40 Why most founders don't end up with the best team 19:45 How to pick a co-founder 23:38 Your first 10 hires are really your first 100 28:21 The case for hiring slow and firing slow 33:22 Red, yellow, green: how Applied gives monthly feedback 35:00 The role that knows what’s actually going on in a company 40:01 How to operate with speed and intentionality 42:41 The three things Qasar spends time on 45:57 How Applied is driving AI adoption 52:06 The type of engineer Applied is now looking for 1:01:19 Why this could be the golden age of small companies 1:09:13 Quickfire: red flags, overrated advice, and superpowers 1:12:32 Qasar's advice to his 25-year-old self