Future Deep‑Tech Startups Will Defy SaaS Revenue Rules
imagine a software startup raising $800m before their first dollar of revenue. Can’t imagine it the last two decades of software has been dominated by a simple theory: ship quickly, get customers early, generate revenue quickly to validate PMF, manage KPIs closely, etc. This became the dominant theory over all others The next decade is going to have a long wave of hardware/robotics/deeptech/etc that will have a dramatically different profile. We’ll need a very different set of assumptions and theories soon Chart credit: @atShruti
LLM /Goal Drives Relentless 24/7 Code Progress
Trying /goal for the first time on Codex and it’s obv it’s going to 10000x token use. It’s amazing though - I’ve had it working on a low level eGPU+Mac device driver project overnight (that I have no business doing) for...
Chiclet Keyboards Win for Work, Mech for Gaming
Chiclet keyboards >>> mech keyboards impossible to do anything for long periods on a mechanical keyboard unless you’re just WASDing away. Chiclet for actual work
Only Nuanced Praise Reveals Useful Reference Check Insights
when doing ref checks: - unequivocal praise = no new info - praise BUT… = very useful info - shit talking = either transformatively great or stay away In particular, very hard to get info from front door refs. There, anything other than unbridled...
ASML: The World's Most Crucial Semiconductor Machine
legit useful video on ASML in its role in semiconductor manufacturing. Lots of history and diagrams. Worth bookmarking The World's Most Important Machine https://t.co/FSmuVRMNg2
Treat Psychohistory as Diffusion Model Extrapolating Future
so it’ll turn out that psychohistory from Foundation was a diffusion model trained on many date cutoffs then able to extrapolate the future? How it’d work: 1. **Train vintage models at cutoffs** e.g. pre-1931, pre-1950, pre-1970, pre-2000, pre-2020. 2....
First 100 Users Reveal Product‑market Fit; Later Thousands Inform GTM
the first 100 users teach you more than your next 10,000 The former is about PMF, the latter is GTM. And of course you can learn a ton about GTM, but it's a more tractable problem particularly b2b
AI Conjures Silicon Valley‑styled AAA Game Screenshots
"chatgpt, generate screenshots from a AAA video game themed around trying to make it in silicon valley" lol - gpt Image 2 is amazing also, weirdly, I want to play this?? https://t.co/1UX5LhqyeY
Apply Now: A16z Speedrun Offers $1M Funding & $5M Credits
ok - dropping big dates/news for a16z speedrun: - starting TODAY, founders can apply for the 2026 program that runs July 27 to Oct 11 in SF here's the link: https://t.co/opkX4cIaCF - we will be investing up to $1M and funding 70+ companies...
AI Amplifies Existing Talent, Not Democratizes Ability
hot take :) The biggest and most productive people in the AI era are the folks who are already good at their jobs. AI as a multiplier, not an equalizer/democratizer
Login with AI Button Simplifies Devs, Merges Auth Billing
Idea- There should be a “login with GPT/Claude/gemini button” that any AI app developer can embed in their signup flow It would: - make it easier for devs to focus on the app layer not billing and repackaging tokens - that is, collapse API...
AI Frees Time for Ideation and Final Validation
observation- for workflows using AI, you spend LESS time for the middle 80% of the work -- instead, you spend MORE of the saved time on the first 10% and last 10% where taste expresses itself that is, generating ideas to start,...
Your Users Might Now Be AI Agents via API
common startup advice: talk to your users only difference now is that your users might also be AI agents using your API 😂
AI Model Landscape Splits Into Fragmented, Niche Specialties
observation- instead of one model to rule them all, we’re getting a massive fragmentation: - coding-tuned vs generalist models - text-first vs multimodal - uncensored vs guardrailed - local models vs cloud models - china-aligned vs US vs rest of world - Left wing models vs...
Figma‑style Workspace for Collaborating with AI Agents
Figma for AI agents Single workspace for you to collab w your agents. Worth checking out Presenting tomorrow at a16z Speedrun demo day 😎