Hinton says AI is already conscious and humanity will have to accept that we’re not the only intelligent things around.

Nobel Prize Winner Geoffrey Hinton on AI: “They’re Beings Like Us”

The definitive guide to engineering a board that actually helps you scale.

A Founder's Guide to Building and Managing a Board That Works

Plus, Gigascale raises a climate-focused hardware fund & VC firms start seeing better TVPI

AI Pushes Markets into Uncharted Territory as SpaceX & Google Seek $160 Billion Combined with OpenAI & Anthropic in the Wings

Every week I’ll provide updates on the latest trends in cloud software companies.

Clouded Judgement 6.5.26 - Where Are the American Open Source Models?

Antares Goes Critical, NewLimit, BioWeapon Letter, Helion, Alzheimer's x Mushrooms + Extra Doses

Weekly Dose of Optimism #196

Do people want to watch the likes of Sam Altman, Trae Stephens & Palmer Luckey compete in a party game? We'll soon find out.

Founders Fund's New Media Play: Tech Celebrities Playing Mafia

A study of 260 founders.

Saplings: The Childhoods of Exceptional Entrepreneurs

What even is ARR in 2026? There is lots of ARR fraud/deception out there...

The "ARR" Guide for an AI World

A practical, founder-friendly breakdown of the metrics that matter, and the model that ties them together.

The SaaS Metrics Dashboard Every Top Company Uses (Excel Sheet Included)

Devs are generating twice as much code (or more) than just 6 months ago, which is a problem for quality, reliability, and tech debt. A rational fix is available for these, but who’s acting rationally?

Ideas: slow down to speed up when working with AI agents

Building the Electric Stack by making motors and actuators next to drones and robots

America Spins on Westmag

Apply to secure your spot for the summit on June 24 in London

New to the Cerebral Valley AI Summit in London: Index Partner Danny Rimer & Luminance CEO Eleanor Lightbody Join as Speakers + Discussion Group Leaders Announced

Token waste in service of productive use, not waste for the sake of waste, could be the biggest problem in AI right now.

The Token Reckoning is Here and It’s Not What You Think

Another week, another pulse check on Tech.

Claude Mythos⚠️, Altman on ChatGPT’s Psychology🧠, The Karpathy Loop🔁

How do Entrata's financials stack up, and will it pave the way for more software IPOs?

Entrata S-1 | An Actual Software IPO?!

High agency is the only way to move from being a passenger to the one who drives the outcome.

The One Trait You Need to Succeed in the Next 10 Years

Could the AI labs intuit your next move and accomplish it for you? That seems to be where they're heading.

The Chatbots and Agents Are Going To Merge

A VC’s honest take on pricing risk, belief, and hype at the earliest stage.

Stop Asking What Your Startup Is Worth

Plus, Anthropic tops OpenAI in valuation & a new book by our editor at large discusses the rise & fall of tech's San Francisco values

Booming AI Revenues Boost Inference Startups to Decacorn Status 

Clouded Judgement 5.29.26 - The Second Life of a GPU

LDL Gene Therapy, GLP-1s slow Cancer, Supersonic Hermeus, Nanotech, Moon Base + Extra Doses

Weekly Dose of Optimism #195

Salesforce & Uber are among those investing heavily. A fierce debate is roiling the industry on when & how to measure ROI.

‘Tokenmaxxing’ Starts to Fade as Companies Eye Agentic Coding Costs

Here Is Everything That Changed

Anthropic Just Dropped Claude Opus 4.8. 

Top-down and bottom-up efforts to rationalize AI token spend, interesting AI coding stats from Cursor, GCP suspends $2M/month customer without warning, and more

The Pulse: a trend of trying to cut back on AI spend within eng departments?

These Gigavillains Are Bringing So Many Technologies Down the Learning Curve

Thank God For Data Centers

The $120K seed deck from 2016. The playbook behind 50 million users, $878M raised, and a $9B valuation. And the 1 founder bet that made all of it possible.

Replit Was Rejected by YC 3 Times. Then Paul Graham Called Sam Altman Personally

As the technology's reputation wobbles, the pope joins a chorus of AI watchers calling out its potential harms and working with the industry to mitigate them.

The Pope Takes On AI

A deepdive into today’s tech jobs market, with exclusive data on software engineering jobs, the AI engineering boom, whether AI engineering is “replacing” software engineering hiring, and more

State of the software engineering job market in 2026

AI token spend will soon be the largest vendor expense for most companies, and many of you are accounting for it wrong...

AI token spend will soon be your largest vendor expense (if not already), and many of you are accounting for it wrong...

Where AI Costs Belong on the P&L

36 timeless books that’ll make you a better builder, leader, and person

Essential books for product builders—part 1

The communication system behind every funded pitch, every winning board presentation, and every cold email that gets a response. Full Claude setup inside

McKinsey Charges $500K for This Framework. Here Is How to Wire It Into Claude for Free

A reconstruction of how one firm rebuilt itself, picked the right game, and stayed disciplined long enough for the power law to reveal itself.

How This One Fund Built The Entire Venture Capital Industry

Finite vs Infinite Games♟️, AI Eats the World🤖, 1st $2T market cap IPO🚀

In a world ruled by nonlinear outcomes, only asymmetric strategies outperform mediocrity

In a world ruled by nonlinear outcomes, only asymmetric strategies outperform mediocrity.

How to Win in Life With an Unfair Upside

A generation is being told AI is their enemy. And they’re starting to believe it.

AI’s Public Relations Emergency

Plus, Google tweaks its search box amid agent push & Meta attributes big layoffs to AI

Epic Race for AI Supremacy Hits Overdrive as SpaceX, OpenAI & Anthropic Head for IPOs. Key Investors Poised for Paydays in the Billions.

Clouded Judgement 5.22.26 - The Neocloud Boom

Reta Phase 3, Colossal Eggs, SpaceX, OpenAI x Erdős, SendCutSend + Extra Doses

Weekly Dose of Optimism #194

The public sector moves slowly by design. That might actually help it get AI right.

Believe It Or Not, The Government Is Adopting AI to Make Your Life Easier

Negative feedback greets Google’s redesigned AI IDE, why Google’s product ecosystem is so chaotic, Meta cuts 10% of staff as it hits record revenue and profits, and more

The Pulse: Antigravity 2.0 takes ‘IDE’ out of its new IDE

Big ambitions in space-based compute show the rocket-and-AI company's drive to dominate AI infrastructure for his own purposes — and for re-sale

SpaceX IPO: Orbital Data Centers Emerge as a Central Component of Musk's Grand Vision 

$1.75 trillion. $75 billion raise. Three businesses with completely different financial profiles sold as one number. Here is the teardown.

SpaceX Just Filed the Biggest IPO in History. Here Is What the Numbers Actually Say

Tradeoffs of AI tooling, why adopting AI at company-level is hard, what’s changed in two years, and more. The third and final part of a series analyzing our 2026 AI survey results

AI’s impact on software engineers in 2026: key trends, Part 2

September 10th in San Francisco. Applications are now open.

The Lenny and Friends Summit is back!

Accelerating in the age of AI + My discussion with their CFO on how they win

Deel's "Accelerate or Die" Moment

Do-everything, ‘super agents’ are dominating the AI story today. Will we see one from Google this week?

Does Google Have a Claude Code Counterpunch?

A Great Example of The Great Differentiation

Cowboy Space Corporation

Plus, Sam Altman looks poised for a legal win over Elon Musk & General Catalyst's strange ad campaign draws a16z's ire

The AI Trade Keeps on Giving as Cerebras, Nvidia & Market Indexes Soar

Clouded Judgement 5.15.26 - The Real App Store Opportunity

Isomorphic, Varda, Pancreatic pt 3, Cerebras IPO, Cowboy Space + Extra Doses

Weekly Dose of Optimism #193

Max Junestrand was a college student in Sweden with a McKinsey offer in his back pocket. Instead, he and two co-founders went all in on legal AI — and built Legora (YC W24) into one of the fastest-growing enterprise companies in history, surpassing $100M in ARR in just 18 months. Today, Legora is one of Europe's most valuable AI startups, recently valued at $5.6B, with close to 500 employees serving 1,000+ organizations across 50+ markets.

In this fireside with YC General Partner Gustaf Alströmer at our Stockholm event in April, Max shares how Legora found its way into legal AI, why it moved so fast after YC, and how it convinced one of the world's most conservative industries to embrace a new way of working. He also digs into fundraising, competing in the age of foundation models, scaling a founder-led culture, and why Legora's ambition goes far beyond legal tech.

Apply to Y Combinator: https://www.ycombinator.com/apply
Work at a Startup: https://www.ycombinator.com/jobs

00:00 —Max Junestrand, CEO of Legora
03:11 — Starting Out: What Were You Thinking?
04:36 — Risk, McKinsey Offers & Taking the Leap
05:37 — Getting Into YC
07:06 — Arriving With Imposter Syndrome
09:59 — The YC Fundraise Grind
11:31 — Staying Confident Through the No's
12:00 — Building the Next Google From Europe
14:25 — Mini Games & the Product Manifesto
16:28 — $100M ARR, 500 People, Going Global
19:15 — M&A Agents Doing the Actual Work
20:41 — What If OpenAI Does This?
21:27 — Finding Your Moat as Models Get Smarter

How Legora Went From YC to $100M ARR in 18 Months

Cursor is the best way to build software with AI → https://trm.sh/cursor

Sources:
- https://world.hey.com/dhh/let-the-agents-democratize-open-source-9fd630a9
- https://ziglang.org/code-of-conduct/#strict-no-llm-no-ai-policy
- https://github.com/mitchellh/vouch
- https://x.com/kirancodes/status/2060389488317116649
- https://www.youtube.com/watch?v=iqddnwKF8HQ

https://twitch.tv/ThePrimeagen - I Stream on Twitch

https://twitter.com/terminaldotshop - Want to order coffee over SSH?
ssh terminal.shop

Become Backend Dev: https://boot.dev/prime
(plus i make courses for them)

This is also the best way to support me is to support yourself becoming a better backend engineer.

Great News?  Want me to research and create video????: https://www.reddit.com/r/ThePrimeagen

#theprimeagen #programming #computerscience #ai #chatgippty #terminaldotshop

It finally happened

Being lazy when programming is good actually

Thank you Depot for sponsoring! Check them out at: https://soydev.link/Depot

SOURCES:
https://bcantrill.dtrace.org/2026/04/12/the-peril-of-laziness-lost/

Want to sponsor a video? Learn more here: https://soydev.link/sponsor-me

Check out my Twitch, Twitter, Discord more at https://t3.gg

S/O @Ph4seon3 for the awesome edit 🙏

I miss when programmers were lazy.

Economics of AGI episode w Alex Imas and Phil Trammell.

There's a bunch of important questions about how we deal with AI that only economics can answer.

What is the optimal way to tax and redistribute the wealth that will be generated? How should countries not in the AI supply chain index into the gains? Is there any world where inequality doesn't explode?

It might seem like these questions have obvious answers, but the first thing economics teaches you is that your intuitions can often be entirely wrong.

It was very helpful to chat through these things with Alex and Phil. 

𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒
* Transcript: https://www.dwarkesh.com/p/alex-imas-phil-trammell
* Apple Podcasts: https://podcasts.apple.com/us/podcast/alex-imas-and-phil-trammell-what-remains-scarce-after-agi/id1516093381?i=1000771185825
* Spotify: https://open.spotify.com/episode/52wp90vqwiRmmQaOm9M2uZ?si=8a81MnA4Tf-X3VUzpzE1qg

𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒
* Jane Street invests heavily in turning smart people into exceptional researchers and engineers. In addition to their apprenticeship model, Jane Street runs lectures and bootcamps in their in-office classrooms -- managers clear their teams' schedules to encourage attendance. If you'd like to work at a place that takes learning this seriously, Jane Street is hiring. Check out their open roles at https://janestreet.com/dwarkesh

* Google's Gemini Omni has incredible video editing capabilities -- you can upload a video and have Omni change the background, adjust lighting, or add specific elements. But Omni is also a preview of how future frontier models will be trained -- fully multimodal on both input and output. You can try it yourself in the Gemini app at https://gemini.google or in Flow at https://flow.google

* Cursor used targeted RL with textual feedback to help train their Composer 2.5 model. One of their researchers, Sasha Rush, gave me an impromptu blackboard lecture to explain how this form of on-policy self-distillation works -- I posted the full thing on X. If you want to try Composer 2.5, go to https://cursor.com/dwarkesh

To sponsor a future episode, visit https://dwarkesh.com/advertise.

𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
00:00:00 – Will capital share increase?
00:19:36 – Messy Middle scenario
00:25:57 – How to tax and redistribute AI wealth
00:30:02 – Why demand collapse is unlikely
00:39:26 – Human employees would be hard to integrate into the machine economy
00:43:08 – What if some humans (or AIs) value wealth accumulation intrinsically?
01:01:28 – What should developing countries do?

The better AI gets, the smaller its share of the economy might get – Alex Imas and Phil Trammell

In the first episode of our new series Full Stack, Conductor CEO and co-founder Charlie Holtz takes us into the details of how he sets up his workflow for coding and managing AI agents. 

https://www.conductor.build/

Apply to Y Combinator: https://www.ycombinator.com/apply
Work at a startup: https://www.ycombinator.com/jobs

Chapters:

00:00 - Intro
00:23 - Talking to computers more!
00:51 - Using Conductor to build Conductor
02:20 - Conductor “on the go”
02:40 - Does Charlie still write code by hand?
04:04 - Feeling like the CEO of a little company
04:18 - Other apps & software, customization 
05:48 - “Slop-free” zones
06:33 - Conductor tech stack
07:06 - Don’t let the AI be your architect
08:31 - Where you can give the AI more free reign
08:59 - Enforcing workflows and building conviction
10:40 - Codex vs Claude Code
11:17 - Why is a terminal not enough? 
12:01 - Thoughts on tokenmaxxing? 
12:53 - How have workflows changed compared to 6 months ago?
13:25 - Most surprising thing someone has done with Conductor?
14:17 - Something obvious to you that the world doesn’t see yet?
15:00 - Code is becoming sawdust
15:48 - Call Of Duty modding to software & Outro

Conductor CEO Charlie Holtz Walks Us Through His AI Coding Setup

Tom Mueller, Founder, CEO and CTO of Impulse Space, (aka Employee #1 at SpaceX) gives Sourcery a walkthrough of the company's Redondo Beach factory, from the avionics clean room to a live rocket engine firing in the vacuum chamber.

As SpaceX's founding employee, Tom led development of the engines for Falcon and Dragon and started the origins of what became Starship. His proudest project, the Merlin engine, still flies Falcon 9. In this episode he explains why he left to build the next layer of space infrastructure: moving payloads and cargo around once they're in orbit.

We tour Mira (the company's precision maneuvering spacecraft), Helios (the vehicle bringing same-day delivery to space), and the Deneb engine, and get into how Impulse designs and builds: extreme vertical integration, 3D-printed engines, in-house composite tanks, and a "build, test, iterate" loop.

Tom also shares where he thinks the industry is heading, on nuclear electric propulsion, data centers in space, the return to the Moon, and what it was like to work with Elon Musk.


Tom Mueller: https://x.com/lrocket 
Molly O’Shea: https://x.com/MollySOShea 
Sourcery: ⁠https://x.com/sourceryy 


𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒

Apple Podcasts: https://podcasts.apple.com/in/podcast/inside-impulse-spaces-factory-with-founder-tom-mueller/id1738124704?i=1000771141258

Spotify: https://open.spotify.com/episode/2VpDv9C136A5ETWulolAxA?si=i_758fGHQsiMx_iVAyZ1zg


𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery 

• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery 

• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com  

• Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery

• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery 

• Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev  

Follow Sourcery for the latest updates!
https://www.sourcery.vc

Disclosure
Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
 
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒

(00:00) Tom Mueller, Founder, CEO & CTO of Impulse Space
(00:49) Inside Impulse Space
(02:32) Avionics Bay floor
(02:59) Building rockets at home
(03:50) Mira and Helios
(08:00) Why he left SpaceX
(09:33) The Deneb Engine walkthrough
(11:42) Testing in Mojave
(12:23) Favorite part of the Engine
(13:30) How it's 3D Printed
(14:21) Why 3D Printing changes everything
(16:54) Finding Talent for COPVs
(17:28) No Modern hardware without software
(19:52) The Mill Turn explained
(22:42) Payload Deck Design
(25:28) Entering the Secret Area
(30:48) Thrust, Flow Rate, and 100 Sensors
(32:13) Collision avoidance in Orbit
(32:57) The Electric Propulsion Chamber
(34:28) Nuclear Electric is the future
(38:49) Data Centers in Space
(40:28) SpaceX and Starlink's Growth
(41:10) Working with Elon
(42:07) If not CEO, then what?
(42:32) Moon matters more than Mars

Tom Mueller: SpaceX's #1 Employee Built the Merlin Engine. Now He's Building Impulse Space

*Get our Unsexy Business Idea Database:* https://clickhubspot.com/oang

Episode 831: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) tell the story of a $270M/yr meat purveyor plus Nick Sleep’s letter and the framework that will make Elon a trillionaire. 
—
Show Notes: 
(0:00) The $300M butcher
(18:28) Nick Sleep letters
(23:20) the idiot index
(35:44) breaking your own frame
(39:04) how to become a king maker
(51:49) Idea: Teen nerd awards
(57:23) Sam's List

—
Links:
• https://www.lafrieda.com/
• https://www.omahasteaks.com/
• https://drinklmnt.com/


—
Check Out Sam's Stuff:
• Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm


—
Check Out Shaan's Stuff:
• Shaan's weekly email - https://www.shaanpuri.com 
• Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents.
• Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies!
Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC
• I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out:
beehiiv.com/mfm-challenge

My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

The one calculation Elon runs everything on (it made him billions)

What does it mean for a business to truly operate at the AI frontier? In a special crossover episode at Microsoft Build, Sarah Guo and Elad Gil team up with Latent Space host “swyx” to talk with Microsoft Chairman and CEO Satya Nadella about the future of AI platforms, software development, and the tech ecosystem. Satya reflects on the latest breakthroughs from Microsoft Build, the strategic shift toward multi-model harnesses, and why private evaluations (evals) are now a company’s most important intellectual property. They also discuss how autonomous AI agents are reshaping the role of software engineers, the durability of SaaS business models, and why showing communities the ROI on data centers is so critical. Plus, Satya shares his thoughts on the economic and societal impacts of the token economy, as well as the future of AI-driven education startups.
Sign up for new podcasts every week. Email feedback to show@no-priors.com
Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @satyanadella | @Microsoft | @latentspacepod | @swyx

Chapters:
00:00 – Satya Nadella Introduction
01:48 – Reflections from Microsoft Build
03:12 – Microsoft’s AI Training Strategy
05:48 – Complexity of Real-World Deployment of AI
07:33 – Augmenting Human Capital
09:37 – Harnesses for Enterprise
11:49 – Developer Value
15:09 – Can Everybody Operate at the Frontier with Their Frontier Intelligence?
15:51 – Modern Definition of IP
17:38 – Future of Vendor vs. Enterprise Agents
21:48 – Near-Term Predictions on Model Pricing
24:02 – Durability of SaaS
25:58 – What Satya’s Building
28:18 – Future of Engineering Roles
30:54 – How Microsoft Can Be More Ambitious
34:36 – Data Centers and Community Impact
38:01 – AI’s Impact on Society
39:52 - AI and Education
42:28 – Conclusion

The Rise of the Full-Stack Builder and Hyper-Leveraged Generalist with Microsoft CEO Satya Nadella

00:05:10 Microsoft Chases the Frontier
00:09:35 Project Solara
00:20:54 Mikey Shulman, representing Suno, discusses the company's recent achievement of raising over $400 million, led by Bond, highlighting significant traction and progress in user engagement and retention. He emphasizes the importance of retention as a key metric, noting that improvements in the product have led to increased user engagement and a broader audience. Shulman also addresses the evolving perception of AI-generated music, suggesting that as more people experience the product, acceptance grows, and he envisions a future where AI tools like Suno become integral to creative processes in the music industry.
00:39:55 𝕏 Timeline Reactions
00:48:03 Samir Chaudry is an American entrepreneur and co-host of the YouTube channel "Colin and Samir," where he interviews creators and discusses the creator economy. In the conversation, he explores the evolving collaboration between YouTube creators and Hollywood, emphasizing the emergence of internet-native filmmakers and the significance of community-driven intellectual property. He highlights the success of horror and animation genres on YouTube, noting their potential for adaptation into feature films, and underscores the importance of development support for creators transitioning to larger projects.
01:13:22 Tom Farley, CEO of Bullish and former President of the NYSE Group, discusses his career trajectory from traditional finance to the digital asset sector, highlighting his early investment in Coinbase and the evolving role of blockchain in financial markets. He reflects on the maturation of the cryptocurrency industry, noting its transition from speculative hype to a more stable and institutionalized market, and emphasizes the potential for blockchain technology to revolutionize global securities by enhancing transparency and efficiency. Farley also addresses the challenges and opportunities in integrating digital assets with traditional financial systems, underscoring the importance of regulatory clarity and technological innovation in driving future growth.
01:37:23 Nikesh Arora, an Indian-American business executive born in 1968, has been the chairman and CEO of Palo Alto Networks since June 2018, following senior roles at Google and SoftBank. In the conversation, Arora discusses the challenges AI models like Anthropic's Mythos face in cybersecurity, emphasizing issues such as high false positive rates and the lack of real-time enforcement capabilities. He also highlights the importance of focusing on detection and remediation over mere protection, given the evolving AI-driven threat landscape.
02:00:39 Henri Stern, co-founder and CEO of Privy, a blockchain infrastructure company, discusses his participation in the Money 2020 fintech conference in Amsterdam, where Privy launched new products in partnership with Deel to enable contractors to receive stablecoin payments globally. He highlights the growing adoption of stablecoin cards that allow users to spend stablecoins directly through traditional payment networks like Visa and MasterCard, facilitating seamless transactions for merchants. Stern also notes the significant adoption of stablecoins in regions like Latin America and Southeast Asia, while acknowledging the regulatory restrictions in countries such as China that limit stablecoin usage.
02:15:48 Alex Good, a former Army officer and experienced professional in finance and technology, has transitioned into the crypto and AI sectors, focusing on developing protocols that integrate these fields. He discusses the challenges at the intersection of crypto and AI, including increased hacking incidents due to AI's ability to evaluate human-written code, and emphasizes the need for secure protocols to prevent unauthorized transactions. Good also shares his "doom thesis," suggesting that AI might accelerate the emergence of surveillance states, prompting capital to move into privacy-focused cryptocurrencies like Zcash.

TBPN is made possible by:
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https://www.youtube.com/@TBPNLive

Microsoft Builds! SUNO on Fire, AI Roll Up Roll Ups, Mysterious Data Centers

Kelsey Hightower went from a self-taught technician installing DSL modems to becoming one of Google’s elite Distinguished Engineers, whom the CEO of Microsoft personally tried to recruit. Hightower’s career achievements are rooted in hard work and self-directed learning, and today he’s one of the most influential voices in modern infrastructure, through his talks, open source work, and writing.

In this episode of The Pragmatic Engineer podcast, Kelsey and I cover his unconventional path into tech and the lessons he’s learned during three decades in the industry. We discuss his entrepreneurial years, building a reputation through open source, the rise of containers and Kubernetes, and his time at Google during one of the most consequential periods in cloud computing. 

He recounts how a job offer from a big tech giant led to the biggest raise of his career, what prompted him to slow down after years of career acceleration, and we also discuss his perspective on AI. Throughout, Kelsey keeps a simple idea front of mind: that technology is ultimately about people. Whether it’s infrastructure, leadership, careers, or AI, he argues that the goal is not to build technology for its own sake; it’s to solve meaningful human problems.

—
*Brought to you by our season partners:*
• Antithesis – verify your system’s correctness without human review or traditional integration tests – and avoid bugs or outages https://antithesis.com/pragmatic
• Buildkite – CI software built to absorb whatever your coding agents throw at the build queue http://buildkite.com/pragmatic
• Sentry – application monitoring software considered “not bad” by millions of developers https://sentry.io/pragmatic

—
*The Pragmatic Engineer deepdives relevant for this episode:*
• Career paths for software engineers at large tech companies https://newsletter.pragmaticengineer.com/p/career-paths-for-software-engineers
• The past and future of modern backend practices https://newsletter.pragmaticengineer.com/p/the-past-and-future-of-backend-practices
• How Kubernetes is built https://newsletter.pragmaticengineer.com/p/how-kubernetes-is-built-with-kat
• How Linux is built https://newsletter.pragmaticengineer.com/p/how-linux-is-built-with-greg-kroah
• The Staff Engineer’s Path: You’re a role model now (sorry!) https://newsletter.pragmaticengineer.com/p/the-staff-engineers-path

—
*Where to find Kelsey Hightower:*
• X: https://x.com/kelseyhightower 
• LinkedIn: https://www.linkedin.com/in/kelsey-hightower-849b342b1

—
*In this episode, we cover:*
00:00 Intro
03:34 Kelsey’s first job at McDonald’s
05:04 His non-traditional path into tech
11:45 Landing his first tech job with an A+ certification
15:33 His entrepreneurial years
19:45 Joining Google as a data center technician
27:48 Learning automation at a Rackspace spinoff
33:26 Moving into financial services
50:00 Building a reputation through open source
53:55 From configuration management to containers
1:08:20 The rise of Kubernetes
1:25:05 Why he almost joined NASA instead of Google
1:29:20 Defining DevRel at Google
1:38:20 Demonstrating impact at Google
1:41:20 Microsoft's offer
1:55:20 Learning how to slow down
2:06:39 Advising and investing
2:15:03 A people-first view of GenAI
2:24:27 Using AI with guardrails
2:28:26 Matching AI to the task
2:36:06 Staying relevant in the AI era

—
See the transcript and other references from the episode at https://newsletter.pragmaticengineer.com/podcast

—
Production and marketing by https://penname.co/.

Kubernetes and retiring at the top with Kelsey Hightower

Some of the biggest companies of the next decade won't be software businesses. They'll be services companies like insurance carriers, law firms, and tax practices rebuilt from scratch with AI doing most of the work. 

In this episode of Startup School, YC Visiting Partner Charlie Warren walks through the playbook for building AI native services companies, covering how to pick a market with the right traits, why variance kills these businesses faster than anything else, and the P&L math that’ll transform your business model.

Chapters:
00:00 — Intro to AI Services Companies
01:01 — Picking the Right Market
02:55 — Markets YC Likes Right Now
03:43 — The Sam Altman Test
04:35 — The Right Founding Team
05:28 — Building the Product
06:19 — Variance Is the Existential Problem
07:08 — The Early Demand Trap
07:53 — How to Price AI Services
08:41 — The P&L Walkthrough
09:33 — AI Operating Leverage
10:27 — Don't Buy Your Way In

Apply to Y Combinator: https://www.ycombinator.com/apply
Work at a startup: https://www.ycombinator.com/jobs

If you're in the Bay Area and Charlie's video resonated with you, come join us in San Francisco on 6/22. We're hosting a founder panel on AI-native services across industries, followed by a happy hour with the panelists, YC partners, and a room full of engineers, researchers, and builders thinking about this space.

Apply to attend: https://events.ycombinator.com/3EKUFJ6V7

How to Build an AI-Native Services Company

Big A: https://youtube.com/@AtriocClips

Sources:
https://geohot.github.io/blog/jekyll/update/2026/05/24/the-eternal-sloptember.html

Topics Covered:
- Layoffs in 2026
- AI affecting Jobs

https://twitch.tv/ThePrimeagen - I Stream on Twitch

https://twitter.com/terminaldotshop - Want to order coffee over SSH?
ssh terminal.shop

Become Backend Dev: https://boot.dev/prime
(plus i make courses for them)

This is also the best way to support me is to support yourself becoming a better backend engineer.

Great News?  Want me to research and create video????: https://www.reddit.com/r/ThePrimeagen

#theprimeagen #programming #computerscience #ai #chatgippty #terminaldotshop

Layoffs are getting Wild (ft. Big A)

prompts, agent instructions, and project markdown files become technical debt when they grow stale overtime

Thank you Arcjet for sponsoring! Check them out at: https://soydev.link/arcjet

SOURCES:
https://www.seangoedecke.com/prompts-are-technical-debt-too/

Want to sponsor a video? Learn more here: https://soydev.link/sponsor-me

Check out my Twitch, Twitter, Discord more at https://t3.gg

S/O @Ph4seon3 for the awesome edit 🙏

More Prompts = Worse Code?

00:04:27 Google Taps Berkshire
00:28:43 Berkshire Bets on Housing
00:43:00 History of Confidential IPO Filings
00:50:39 Jack Doohan, an Australian racing driver, discusses his journey from karting in Australia to becoming a Formula One driver, including his early move to Europe at 13 and his progression through the racing ranks. He shares the challenges he faced, such as being sidelined six races into his F1 career due to circumstances beyond his control, which led him to explore his interest in AI and technology. This exploration culminated in the founding of Muse, a company aimed at solving data fragmentation issues in the food and beverage industry by unifying various systems into a single, orchestrated platform.
01:11:54 Nate Cavanaugh, co-founder of Special, discusses the launch of their new holding company aimed at applying AI tools to the $10 trillion Main Street services economy, starting with healthcare. He explains their strategy to acquire independent small businesses, beginning with at-home senior care, and enhance them with AI to improve efficiency and service quality. Cavanaugh emphasizes their commitment to sharing cost savings with workers to attract talent and plans to replicate this model across other labor-intensive, highly regulated industries.
01:19:37 Thomas Mueller, a renowned aerospace engineer and propulsion expert, is the founder and CEO of Impulse Space, a company specializing in in-space transportation services. In the conversation, Mueller discusses Impulse Space's mission to enhance space mobility by developing technologies that transport payloads from Low Earth Orbit (LEO) to higher orbits like Geostationary Orbit (GEO), the Moon, and Mars. He highlights the company's products, such as the Mira spacecraft for precision maneuvering and the Helios kick stage designed to efficiently move payloads to higher orbits, aiming to make space access more reliable and cost-effective.
01:38:40 𝕏 Timeline Reactions
01:43:02 Putin's Longevity
01:50:52 Edward Kim, co-founder and head of technology at Gusto, introduces Gusto Co-Founder, an AI agent designed to automate small business back-office tasks like payroll, benefits, and HR scheduling. This tool integrates with existing systems such as Notion, QuickBooks, and Google Workspace, allowing users to manage operations via SMS and Slack, thereby streamlining processes and reducing the need for direct platform interaction. Kim emphasizes the importance of creating a seamless, teammate-like experience to enhance efficiency and user satisfaction.
02:06:12 Shreya Murthy, co-founder and CEO of Partiful, a social event planning platform, discusses the launch of Partiful's new ticketing feature, enabling hosts to sell tickets directly through the platform. This addition addresses a feature gap, enhancing user experience and supporting various events like concerts and fundraisers. Murthy emphasizes the company's commitment to fostering real-world connections and outlines plans for future growth and monetization.
02:22:04 Brynn Putnam, a former professional ballerina and Harvard graduate, is the founder of Mirror and Board, companies that integrate technology into fitness and gaming experiences. In the conversation, she discusses the unexpected success of Board, noting its adoption by a diverse audience beyond early tech adopters, including families and educators. She highlights the development of Board Studio, a tool enabling users to create custom games, and addresses the challenges of balancing innovation with intellectual property considerations.


TBPN is made possible by:
Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/

Follow TBPN: 
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive

Google Taps Berkshire, History of Confidential IPO Filings, AI Executive Order, Putin's Longevity

Eric Romo, President & COO of Impulse Space, joins Sourcery on the company's manufacturing floor in Redondo Beach to break down the freshly closed $500M Series D co-led by 137 Ventures and BANNER VC that pushes Impulse past $1 billion raised.

We get into what the capital actually unlocks (hiring and production, not flashy CapEx), why "space tug" doesn’t cut it for Mira, and how a single successful flight spurred demand from across the industry. Eric explains Impulse's three products — Mira, Helios, Caravan — and makes the case for staged access to GEO against traditional options.

He also gets candid: reality on orbital debris cleanup, why Impulse is "closer to a fighter jet than a tugboat," and the hard lesson from his SpaceX days (he was employee #13; CEO Tom Mueller was #1) that made in-housing manufacturing non-negotiable.


Eric Romo: https://x.com/_Eric_Romo 
Molly O’Shea: https://x.com/MollySOShea 
Sourcery: ⁠https://x.com/sourceryy 


𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒

Apple Podcasts: https://podcasts.apple.com/in/podcast/why-impulse-raised-%24500m-to-move-things-in-space-president/id1738124704?i=1000770764706

Spotify: https://open.spotify.com/episode/1hg0gnk5BK5MaT9cT2sG0Y?si=fy7hP-goSpCC6aOEQXuC7Q


𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery 

• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery 

• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com  

• Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery

• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery 

• Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev  

Follow Sourcery for the latest updates!
https://www.sourcery.vc

Disclosure
Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.


𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒

(00:00) Eric Romo, President & COO at Impulse Space
(00:58) Fueling the next phase with a $500M Series D
(04:30) Crossing the $1B funding mark
(06:00) The freedom to execute
(07:09) Why startups die from indigestion
(08:30) Building beyond SpaceX
(13:32) How defense became the real opportunity
(16:19) Impulse’s product stack: Mira, Helios & Caravan 
(23:43) The economics of urgency
(26:23) "Closer to a fighter jet than a tugboat"
(30:40) The new era of space defense
(37:33) The SpaceX DNA at Impulse
(38:27) The biggest lesson from SpaceX
(44:23) Hiring world class engineers
(45:38) If not COO, then what?
(46:43) The road to first Helios launch

Why Impulse Raised $500M to Move Things in Space | President & COO Eric Romo

*Get our Business Idea Database:* https://clickhubspot.com/wosk

Episode 830: Sam Parr ( https://x.com/theSamParr ) and Shaan Puri ( https://x.com/ShaanVP ) rate 7 crazy business ideas that are actually genius. 
—
Show Notes: 
(0:00) Intro
(3:14) Pet Chat
(5:47) Super Brain
(9:44) At home hyperbarics
(13:03) Blue collar meta learning
(16:57) Endpoint Arena 
(21:54) Bathhouse + Steakhouse Experience
(27:46) Funday Press
(31:52) Dumb phones
(41:42) Zach Yadegari's new thing



—
Links:
• HVAC Technician Trainining - https://www.meta.com/experiences/hvac-technician/9277146442386260/
• Endpoint Arena - https://endpointarena.com 
•  The Funday Press - https://thefundaypress.com 
• Dumb.co - http://dumb.co/

—
Check Out Sam's Stuff:
• Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm


—
Check Out Shaan's Stuff:
• Shaan's weekly email - https://www.shaanpuri.com 
• Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents.
• Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies!
Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC
• I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out:
beehiiv.com/mfm-challenge

My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

7 bizarrely good startups that the internet has not caught up to yet

00:05:10 YouTubers Win the Box Office
00:36:53 𝕏 Timeline Reactions
00:39:45 Bernie Wants Public Stake in AI
00:53:08 Anthropic IPO
00:54:09 Salesforce Invests $2B in France
00:55:08 Salesforce on a Tear
00:59:42 𝕏 Timeline Reactions
01:03:44 Adam Iscoe, a journalist formerly with The New Yorker, has covered diverse topics including mental illness, contemporary art, and cryptocurrency. In the conversation, he discusses his journey to The New York Times, his writing process, and his experiences covering various subjects.
01:27:57 𝕏 Timeline Reactions
01:40:38 Danial Jameel, Founder and CEO of Saris AI, discusses how his company develops AI workflow agents to automate complex back-office tasks in banks and credit unions, enhancing efficiency and allowing staff to focus on more meaningful work. He highlights the significant impact on employees' work-life balance, sharing examples where staff previously working late hours due to backlogs can now leave earlier, improving their quality of life. Additionally, he mentions that increased productivity has led some institutions to forgo hiring additional staff, instead opting to reward existing employees with raises, thereby boosting overall morale.
01:45:48 Mike Schroepfer, former CTO of Meta Platforms, is the founder of Gigascale Capital, a venture capital firm focused on climate tech investments. In the conversation, he discusses his transition from Meta to venture capital, emphasizing the shift from digital to physical innovations in addressing climate change. He highlights investments in companies like Heron Power and Radiant Nuclear, which are developing advanced energy solutions, and underscores the importance of rethinking traditional manufacturing and energy systems to achieve significant environmental impact.
01:59:41 Nico Ferreyra, co-founder and CEO of Default, discusses the company's evolution from building top-of-funnel orchestration tools to launching a new product that integrates a real-time data layer with AI agents to enhance go-to-market execution. He highlights the challenges companies face with disconnected systems and how Default's platform unifies data to streamline growth processes. Ferreyra also touches on the company's intense work culture and recent $10 million funding round, emphasizing their commitment to solving complex problems in revenue operations.
02:11:00 Sue Khim, co-founder and CEO of Brilliant, discusses the launch of their new AI tutor, Koji, designed to help users learn math and coding through interactive, graphical assistance. She emphasizes the importance of reducing embarrassment in learning, allowing students to ask questions freely, and highlights the tutor's goal of becoming unnecessary as learners gain confidence and independence. Khim also addresses the significance of multimodal learning experiences and the need for purpose-built educational tools that provide real-time feedback and personalized learning paths.
02:20:23 Bernie Su is an American web series creator, writer, director, and producer, renowned for his Emmy Award-winning adaptations of Jane Austen's novels, including "The Lizzie Bennet Diaries" and "Emma Approved." In the conversation, Su discusses the evolving relationship between Hollywood and YouTube creators, noting that the integration has been progressing for years, with recent successes like "Obsession," "Backrooms," and "Iron Lung" highlighting this trend. He emphasizes that these achievements stem from creators producing content authentic to their brand, rather than merely leveraging their follower count, and observes that YouTubers are increasingly adept at franchising their content across various media platforms.
02:41:19 𝕏 Timeline Reactions



TBPN is made possible by:
Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
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Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/

Follow TBPN: 
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https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
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https://www.youtube.com/@TBPNLive

YouTube Overtakes Hollywood, Sanders on AI, Anthropic IPO, SaaSpocalypse Over?

Brendan Foody is the Founder and CEO @ Mercor, one of the leading data providers to the largest labs on the planet including OpenAI. In the last two years, Brendan has scaled the company to $1.5BN in ARR and a valuation of $10BN.

-----------------------------------------------

Timestamps:

00:00 Intro
01:13 True or False: Mercor lost Meta & OpenAI as a customer with the hack?
05:52 Are We Entering a Golden Age of Cyber?
11:06 AI, Jobs & Layoffs: How Do Humans Fit Into the New Economy?
21:17 Rejecting a $30B Acquisition
27:39 The Fundraising Story: Helicopters, Ferraris & $10B Valuation
32:50 Infrastructure Will Win Over Application Layer
35:52 Is SaaS Dead? When Network Effects Are the Only True Moat
42:12 Token Spend on Agents Now Exceeds Employee Headcount
54:40 Competing for Talent When Meta Offers $20M Per Year
01:01:56 Do Sovereign AI Models Actually Matter?
01:07:17 Does HR Slow Companies Down? Brandon Pushes Back
01:09:31 Quick-Fire Round

----------------------------------------------------------------------------------------------

Subscribe on Spotify:
https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466

Subscribe on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465

Follow Harry Stebbings on X:
https://twitter.com/HarryStebbings

Follow Brendan Foody on X:
https://twitter.com/BrendanFoody

Follow 20VC on Instagram:
https://www.instagram.com/20vchq

Follow 20VC on TikTok:
https://www.tiktok.com/@20vc_tok

Visit our Website:
https://www.20vc.com

Subscribe to our Newsletter:
https://www.thetwentyminutevc.com/contact

-----------------------------------------------

#20vc #harrystebbings #mercor #ai #ceo #aimodels #saas #cybersecurity #hiring

Mercor CEO on Why Application Layer Companies Have No Defensibility & Token Spend Exceeds Salaries

Merge co-founders Shensi Ding (CEO) and Gil Feig (CTO) join Sourcery for a wide-ranging conversation on building AI infrastructure that quietly powers some of the biggest companies in tech — including OpenAI, Perplexity, Netflix, Uber, Mistral, and Dropbox.

They break down Merge's three-product suite (Unified, Agent Handler, and Gateway), the make-or-break month that pushed them to rebuild around AI, and why they now believe "English is your programming language." Gil gets candid on the state of AI security — supply chain attacks, agentic code flooding GitHub, and why the scariest threat is always internal. Shensi shares hard-won hiring philosophy (missionaries vs. mercenaries), her admiration for Benioff and the "beginner's mind," and a hot take on companies over-engineering their own models.

Plus: the SaaSpocalypse, the brutal reality of token-maxxing bills, governing employee AI access, headless Salesforce, and whether today's AI valuations make any sense at all.


Shensi Ding: https://x.com/shensi 
Gil Feig: https://www.linkedin.com/in/gilfeig
Molly O’Shea: https://x.com/MollySOShea 
Sourcery: ⁠https://x.com/sourceryy 


𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒

Apple Podcasts: https://podcasts.apple.com/in/podcast/the-token-maxxing-bill-that-shocks-every-cfo-the-fix/id1738124704?i=1000770586557

Spotify: https://open.spotify.com/episode/0yMSwgjd5k6nNyY4rSU9Ho?si=ob8fBblJQgaYjKz3Fwf_mg 


𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery 

• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery 

• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com  

• Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery

• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery 

• Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev  

Follow Sourcery for the latest updates!
https://www.sourcery.vc

Disclosure
Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
 

𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒

(00:00) Shensi Ding & Gil Feig, Co-Founders at Merge
(01:04) Three products. One big bet
(03:20) How Merge made the AI pivot
(04:42) The Classic Innovator’s Dilemma
(05:58) Building culture around AI
(07:10) The leverage nobody’s talking about
(08:52) Codex vs Claude Code
(09:15) The scale nobody knew about
(09:47) SaaS, Finance, and the Biggest AI Labs
(10:46) Why AI companies buy differently
(12:04) What AI sales actually looks like
(13:04) The Fastest sales cycles in the market
(14:35) Why is Cybersecurity broken
(15:59) Merge's solution to agent security
(19:16) Mythos, Wiz, and the GitHub Hack
(22:34) 1,000 Bot signups in one hour
(23:23) Real reason companies pay ransom to hackers
(25:43) The State of AI Infrastructure Costs
(26:41) Internal AI Governance is the next big problem
(29:28) Most Popular Integrations on Merge
(30:54) Big Giants are planning big moves
(31:54) What does Salesforce going headless exactly mean
(33:41) Agents don’t need a UI anymore
(36:59) Can this AI generation actually adapt
(38:25) What Merge looks for in talent
(41:25) The SaaSpocalypse is real
(45:03) Are AI valuations actually insane?
(47:11) How Merge landed OpenAI, Perplexity, Netflix & Uber
(49:02) The Metrics that actually drive the business
(49:58) Biggest misconceptions in tech right now
(51:55) The market is finally catching up to Merge

"We Don't Trust Agents" - What This CTO Knows That You Don't

KERNEL builds crazy fast, open source infra for AI agents to access the internet. Trusted by Framer, Cash App, and 3000+ teams https://trm.sh/kernel

Sources:

- https://blog.barracuda.com/2026/05/19/nightmare-eclipse-zero-days-grudge
- https://x.com/podalirius_/status/2059892083029069929
- https://x.com/GabrielLandau/status/2059990548337828090
- https://www.microsoft.com/en-us/msrc/blog/2026/05/a-shared-responsibility-protecting-customers-through-coordinated-vulnerability-disclosure
- https://www.linkedin.com/pulse/microsoftthe-truth-even-worse-than-you-think-amit-yoran/

https://twitch.tv/ThePrimeagen - I Stream on Twitch

https://twitter.com/terminaldotshop - Want to order coffee over SSH?
ssh terminal.shop

This is also the best way to support me is to support yourself becoming a better backend engineer.

Great News?  Want me to research and create video????: https://www.reddit.com/r/ThePrimeagen

#theprimeagen #programming #computerscience #ai #chatgippty #terminaldotshop

"We will ruin your life" -Microsoft

AI does a surprisingly good job of steering weaker engineers in the right direction...

Thank you WorkOS for sponsoring! Check them out at: https://soydev.link/workos

SOURCE
https://www.seangoedecke.com/ai-makes-weak-engineers-less-harmful/

Want to sponsor a video? Learn more here: https://soydev.link/sponsor-me

Check out my Twitch, Twitter, Discord more at https://t3.gg

S/O @Ph4seon3 for the awesome edit 🙏

This might be a Hot Take

Benedict Evans is an independent analyst and former partner at Andreessen Horowitz, where he spent years as their in-house “thinker” tracking the most important technology trends. For the past six years, he’s been publishing deeply researched presentations on where tech is heading, most recently focused on AI’s transformation of the economy. His work is read by founders, investors, and operators trying to make sense of a noisy field. His most controversial opinion: AI is as big a deal as the internet or mobile—and only as big.

*In our in-depth conversation, we discuss:*
1. Why we’re in “1997” for AI—early, exciting, and deeply uncertain about what comes next
2. Where value will actually accrue in the AI stack
3. The anti-AI backlash, and where it may lead
4. The surprising boom in consulting and professional services at AI companies
5. Why distribution is becoming the ultimate moat as software gets easier to build
6. Why the right question about your job isn’t “What percent can AI do?” but “Is this a task or a job?”
7. Why things will probably be okay—and what you need to do to prepare

*Brought to you by:*
WorkOS—Make your app enterprise-ready, with SSO, SCIM, RBAC, and more: https://workos.com/lenny
Vanta—Automate compliance, manage risk, and accelerate trust with AI: https://vanta.com/lenny

*Episode transcript:* https://www.lennysnewsletter.com/p/a-rational-conversation-on-where
*Archive of all Lenny's Podcast transcripts:* https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0

*Where to find Benedict Evans:*
• LinkedIn: https://www.linkedin.com/in/benedictevans
• Newsletter: https://www.ben-evans.com/newsletter
• Website: https://www.ben-evans.com

*Where to find Lenny:*
• Newsletter: https://www.lennysnewsletter.com
• X: https://twitter.com/lennysan
• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

*In this episode, we cover:*
(00:00) Introduction to Benedict Evans
(02:19) What people aren’t pricing in about AI’s impact
(06:24) Why we’re in the 1997 moment of AI
(09:44) The unexpected boom in professional services and consultants
(17:44) Why distribution is becoming the ultimate moat
(23:17) The coming job transformation: what’s real vs. panic
(27:33) Why AGI definitions keep shifting
(38:11) Where value will accrue: models vs. applications
(42:55) Distribution wars: Google, Meta, Apple, and OpenAI
(48:12) The anti-AI sentiment and backlash
(53:11) How to raise kids in an AI future
(58:27) What jobs to steer toward or away from
(59:20) The question nobody’s asking about AI
(1:06:25) How to be successful in this coming future
(1:08:43) AI corner
(1:11:43) Lightning round

*Referenced:*
• Andreessen Horowitz: https://a16z.com
• AI Eats the World: https://youtu.be/niJpDnNtNp4
• VisiCalc: https://en.wikipedia.org/wiki/VisiCalc
• McKinsey & Company: https://www.mckinsey.com
• Bain & Company: https://www.bain.com
• Accenture: https://www.accenture.com
• Jevons paradox: https://en.wikipedia.org/wiki/Jevons_paradox
• Benedict’s post on LinkedIn about Excel: https://www.linkedin.com/posts/benedictevans_younger-people-may-not-believe-this-but-activity-7303217994459938816-PNqu
• The AI-native startup: 5 products, 7-figure revenue, 100% AI-written code | Dan Shipper (co-founder/CEO of Every): https://www.lennysnewsletter.com/p/inside-every-dan-shipper
• Dario Amodei on X: https://x.com/DarioAmodei
• Marc Andreessen: The real AI boom hasn’t even started yet: https://www.lennysnewsletter.com/p/marc-andreessen-the-real-ai-boom
• Frame.io: https://frame.io
• Food Marketing Institute: https://en.wikipedia.org/wiki/Food_Marketing_Institute
• Llama: https://www.llama.com
• Steven Sinofsky on X: https://x.com/stevesi
• Drake meme: https://imgflip.com/memegenerator/343699919/Drake-Hotline-Bling-Transparent-Background
• Ex-Google CEO Gets Booed While Discussing AI in Commencement Speech | WSJ News: https://www.youtube.com/watch?v=tNH43a1EI7s
• Jonathan Swift’s quote: https://www.goodreads.com/quotes/9838985-you-cannot-reason-a-person-out-of-a-position-he
• George Carlin’s quote: https://www.brainyquote.com/quotes/george_carlin_391403
• Fujitsu: https://global.fujitsu
• O*NET OnLine: https://www.onetonline.org
• Pete Holmes’s website: https://peteholmes.com
• The Seventh Seal: https://www.imdb.com/title/tt0050976
• Ericsson R310s phone: https://en.wikipedia.org/wiki/Ericsson_R310s
• i-mate phone: https://en.wikipedia.org/wiki/I-mate

*Recommended books:*
• Three Men in a Boat: https://www.amazon.com/Three-Men-Boat-Jerome-K/dp/1512099899
• Nature’s Metropolis: Chicago and the Great West: https://www.amazon.com/Natures-Metropolis-Chicago-Great-West/dp/0393308731

_Production and marketing by https://penname.co/._
_For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com._

Lenny may be an investor in the companies discussed.

The most rational take on AI you’ll hear this year

We finally got a benchmark that actually matches reality.

Thank you Browserbase for sponsoring! Check them out at: https://soydev.link/browserbase

SOURCES:
https://deepswe.datacurve.ai/
https://x.com/theo/status/2059352130289651925

Want to sponsor a video? Learn more here: https://soydev.link/sponsor-me

Check out my Twitch, Twitter, Discord more at https://t3.gg

S/O @Ph4seon3 for the awesome edit 🙏

SWE-Bench is getting replaced???

Nico Laqua is the Co-Founder and CEO of Corgi Insurance, an AI-native insurance carrier built for startups. Corgi is the most intense workplace culture in America.

The team works 7 days per week. The founder sleeps in the office. ⅔ of the first 30 team members have a Corgi tattoo.

This week, Corgi raised $106M, valuing the company at a whopping $2.6BN.

-----------------------------------------------

Timestamps:

00:00 Intro
01:14 Fear of Losing vs Hunger to Win
03:37 Going to University Was My Biggest Mistake
07:34 Working 7 Days a Week
08:57 How Work Trials Filter Out the Wrong People
12:42 Why Nico Wants to Build the Most Important Company in the World
12:49 He Actually Lives in the Office
22:04 Why London Could Become the Center of AI Outside the US
26:46 Learning From the Greats: Napoleon, Alexander & Startup Culture
30:08 Is It Possible to Stay This Intense at 1,000 People?
34:46 Raising $150M: What Nico Looks for in Investors
45:12 AI Makes Sales & Marketing More Important, Not Less
48:20 Boards Are Mostly Theatrical
49:16 OpenAI vs. Anthropic
53:15 Are VCs Responsible for the Rise in Startup Fraud?

----------------------------------------------------------------------------------------------

Subscribe on Spotify:
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Subscribe on Apple Podcasts:
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Follow Harry Stebbings on X:
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-----------------------------------------------

#20vc #harrystebbings #startup

The Most Intense Workplace Culture in America | The Journey from $0 to $2.6BN Valuation

Thanks to this week's sponsor: Code Rabbit If you're tired of developers just replying with LGTM, then you NEED Code Rabbit. An actually useful application of AI where it can use your own rules, lints and more to provide instant feedback in your editor OR a review on Github. https://coderabbit.link/primeagen-vscode

Full Episode
Spotify: https://open.spotify.com/episode/7xcNgaZ7d0PgCNqNk9v1ge?si=BoDbRw6rRuSfhQ48wlGTkA
Youtube: https://youtu.be/AapTIwXPztM

Peep Trash’s Dotfiles: https://github.com/bautistaaa/dotfiles

Trash takes us through his "hell on earth" first week switching from Mac to Linux. From battling Wi-Fi drivers on an ancient MacBook Air to discovering the aesthetic joy of Hyperland and custom dot files, this episode covers the highs and lows of the Linux desktop experience. We also dive into the messy definitions of AGI, the utility of efficiency cores in modern CPUs, and why everyone needs a dedicated snack officer.

Chapters
00:00:00 - Intro
00:00:22 - Choosing a Linux Distro
00:03:41 - MergeCop
00:05:32 - Back to Distros
00:08:42 - Hyprland
00:11:37 - Scuffed Demo
00:19:47 - Compositors
00:22:31 - Linux Pilled
00:23:46 - Configuration for Everything
00:25:47 - Picking a Laptop for Linux
00:29:35 - More Distros
00:31:06 - Packages and User land
00:48:17 - DirectX
00:50:15 - Distro differences and Install experiences
00:54:57  - Outro

https://twitch.tv/ThePrimeagen - I Stream on Twitch

https://twitter.com/terminaldotshop - Want to order coffee over SSH?
ssh terminal.shop

Become Backend Dev: https://boot.dev/prime
(plus i make courses for them)

This is also the best way to support me is to support yourself becoming a better backend engineer.  

Great News?  Want me to research and create video????: https://www.reddit.com/r/ThePrimeagen

Kinesis Advantage 360: https://bit.ly/Prime-Kinesis

Trash VS Linux | TheStandup

(0:00) Bill Gurley joins the show!
(6:00) Making yourself valuable in the age of AI, first class of "AI Natives"
(17:37) Reacting to Pope Leo's AI encyclical: Who guards the guardians?
(26:54) Anthropic's Digital God: Do they believe they are creating a superior species?
(38:32) AI sovereignty, the next era of privacy, open-source crackdown coming?
(59:56) The Great AI Jobs Debate: Dario and Sam Altman flip their rhetoric, Goldman CEO says no AI job apocalypse

Follow Bill Gurley:
https://x.com/bgurley

Apply for Summit 2026:
https://allin.com/events

Follow the besties: 
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg

Follow on X:
https://x.com/theallinpod

Follow on Instagram:
https://www.instagram.com/theallinpod

Follow on TikTok:
https://www.tiktok.com/@theallinpod

Follow on LinkedIn: 
https://www.linkedin.com/company/allinpod

Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg

Intro Video Credit:
https://x.com/TheZachEffect

Referenced in the show:
https://www.vatican.va/content/leo-xiv/en/encyclicals/documents/20260515-magnifica-humanitas.html
https://www.youtube.com/watch?v=ORFrdYSvzuw
https://rdad.org
https://www-cdn.anthropic.com/9214f02e82c4489fb6cf45441d448a1ecd1a3aca/claudes-constitution.pdf
https://www.youtube.com/watch?v=0GaKJ4Fp2x4
https://allpoetry.com/All-Watched-Over-By-Machines-Of-Loving-Grace
https://darioamodei.com/essay/machines-of-loving-grace
https://x.com/chamath/status/2059850242779136031
https://x.com/vivekgaripalli/status/2059651390784344491
https://x.com/edzitron/status/2059122774401311095
https://p3institute.substack.com/p/from-open-source-software-to-open
https://www.theinformation.com/newsletters/the-briefing/anthropic-likely-generating-least-35-revenue-openai
https://www.theverge.com/tech/930447/microsoft-claude-code-discontinued-notepad
https://x.com/Polymarket/status/2060034216906068131
https://x.com/savipww/status/2060070450785305030
https://www.nytimes.com/2026/05/22/opinion/ai-job-crisis-goldman-sachs.html
https://fortune.com/2026/05/26/sam-altman-dario-amodei-walking-back-ai-jobs-apocalypse-prophecies-ipo
https://fortune.com/2026/05/05/dario-amodei-jevons-paradox-will-ai-wipe-out-white-collar-jobs
https://www.entrepreneur.com/business-news/jack-dorseys-block-cuts-4000-jobs-critics-claim/503108

#allin #tech #news

Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?

00:04:47 Blue Origin Explosion
00:11:42 Enterprise AI Hits Spending Limits
00:25:52 Dinosaur Market Booms
00:33:17 John Gruber, a prominent technology writer and podcaster, discusses the Ferrari Luce's design, expressing that its appearance deviates from traditional Ferrari aesthetics, making it hard to identify as a Ferrari without its nameplate. He also reflects on Apple's design philosophy, emphasizing their commitment to creating products that prioritize functionality and user experience over following market trends. Additionally, Gruber highlights the challenges Apple faces in integrating AI technologies, noting the importance of balancing innovation with maintaining the company's core values and user trust.
01:15:20 Ronak Malde, formerly an AI researcher at Windsurf and Google DeepMind, co-founded Trajectory, a startup focused on building a platform for continual learning in AI systems. In the conversation, he discusses raising $15 million from Conviction and partnering with companies like Harvey, Decagon, Clay, Rogo, and Mercor to develop agents that learn from real-world user interactions, enabling AI products to improve daily. Malde emphasizes the importance of creating AI agents with practical experience that understand business-specific rewards, allowing for efficient post-training and continual enhancement of AI capabilities.
01:23:22 Zane Mountcastle, co-founder and CEO of Picogrid, discusses the company's recent $45 million Series A funding led by Bessemer Venture Partners, aimed at expanding their team and scaling production to meet increasing demand. He explains that Picogrid develops technology to integrate mission-critical systems like sensors, drones, and weapon systems, primarily for military applications, by building open infrastructure that enables these systems to work together. Mountcastle also highlights the company's active contracts with the Pentagon, NATO, and allied partners, emphasizing their focus on serving military needs while acknowledging potential future commercial applications.
01:29:14 Jamie Cuffe, CEO of Pace, announced the company's $46 million Series B funding co-led by Thrive Capital and Sequoia, with participation from Emergence and Pruven. He discussed how Pace's AI agents are automating back-office operations for major insurers like Prudential and Convex, achieving over 99.9% accuracy and enabling clients to autonomously complete hundreds of thousands of tasks daily. Cuffe emphasized that this automation is helping insurers close the $9 trillion protection gap by making insurance more accessible and efficient.
01:37:01 Kyle Kuzma, an American professional basketball player for the Milwaukee Bucks, discusses his journey into investing, inspired by mentors like Kobe Bryant, and emphasizes the importance of focusing on basketball while exploring ventures in the tech and private investment sectors. He highlights the significance of leveraging his unique position as an athlete to access investment opportunities and stresses the value of surrounding himself with knowledgeable individuals to navigate the complexities of the investment landscape. Kuzma also touches on the evolving role of AI in basketball, expressing a cautious perspective on its influence on the game.
01:54:12 Brad Gerstner is the founder and CEO of Altimeter Capital, a technology-focused investment firm that invests across public and private markets. Known for his high-conviction bets on companies such as Snowflake, Meta, and Uber, he is a frequent commentator on technology, AI, capital markets, and long-term investing.

Follow TBPN: 
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive

John Gruber, Kyle Kuzma, Brad Gerstner

Clerk's new CLI sets up end-to-end auth for your entire app. Try it - https://go.clerk.com/0mR9oMU

JavaScript was terrible... until one man was brave enough to save it.

#coding #programming #javascript 

Want more Fireship?

🗞️ Newsletter: https://bytes.dev
🧠 Courses: https://fireship.dev

The forgotten developer who saved JavaScript...

David George, General Partner at a16z, and David Clark, CIO at VenCap, discuss how AI is reshaping venture capital and the technology industry itself. They examine why today’s AI companies are scaling faster than any previous generation of startups, and why the eventual outcomes may be significantly larger than most investors currently expect.

The conversation covers frontier AI models, coding agents, open source competition, data center constraints, and who ultimately captures value in the AI ecosystem. They also discuss what these shifts mean for venture capital itself, including larger company outcomes, faster value creation, and the growing challenge of identifying durable winners in a market evolving at unprecedented speed.

Timestamps:
00:00 - Intro
00:38 - The Scale Shift: Anthropic & OpenAI Adding More Revenue Than Hyperscalers
04:20 - Skeuomorphic vs Native AI Applications in the Enterprise
06:24 - How the Best AI Companies Run Themselves Differently
08:14 - Top 1% Exits 10X'd in 24 Months
11:17 - The Half-Life Problem: Why 40% of AI Leaders Drop Off Every Year
13:11 - Token Path, Cost Pressure & Who Captures Value
17:00 - Loss Ratios, Risk & How We Think About Early Stage
22:51 - Are We in an AI Bubble?
27:36 - What SpaceX, OpenAI & Anthropic IPOs Mean for Public Markets
29:59 - The Future of Venture Capital in an AI World

Resources:
Follow David George on X: https://x.com/DavidGeorge83
Follow David Clark on X: https://x.com/daveclark85
Follow VenCap on X: https://www.vencap.com

Stay Updated:
If you enjoyed this episode, be sure to like, subscribe, and share with your friends!

Find a16z on X: https://twitter.com/a16z

Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

Listen to the a16z Show on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX

Listen to the a16z Show on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711

Follow our host: https://x.com/eriktorenberg

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures.

The New Rule for Picking AI Winners | The a16z Show

https://twitch.tv/ThePrimeagen - I Stream on Twitch

ssh [terminal.shop](http://terminal.shop/)
Turns out if you drink coffee all day while programming, you become extremely annoying about coffee quality. So we made our own. Fresh roasted. Weirdly good. US only (for now).

## Sources

* https://fortune.com/2026/05/26/uber-coo-ai-spending-tokens-claude-code/

## Topics Covered

* Productivity in Tech
* Agentic Engineering 

Become Backend Dev: https://boot.dev/prime
(plus i make courses for them)

This is also the best way to support me is to support yourself becoming a better backend engineer.  

Great News?  Want me to research and create video????: https://www.reddit.com/r/ThePrimeagen

Kinesis Advantage 360: https://bit.ly/Prime-Kinesis

Maybe we were wrong

Varun Vummadi is the co-founder of Giga, which builds AI agents for customer support for some of the biggest companies in the world, including DoorDash, one of the largest crypto exchanges in the US, and a top-three global telecom provider.

At Startup School India, Varun sat down YC General Partner Ankit Gupta to talk about why he turned down a high-paying quant job to start a company, the multiple pivots it took to find the right problem, and how their small team of eight beat a 400-person competitor to land a contract with DoorDash.

Apply to Y Combinator: https://www.ycombinator.com/apply
Work at a startup: https://www.ycombinator.com/jobs

Chapters:

00:00 — Intro
01:33 — Early Days & Origin Story
03:37 — The YC Interview Disaster
06:28 — Pivoting Away From Ed Tech
07:25 — Finding the Real Idea
08:39 — Beating a Well-Funded Competitor
10:00 — Winning DoorDash at 8 People
11:09 — What GigaML Looks Like Now
12:40 — Advice for College Students
15:51 — Why Charge Early?
17:33 — The Next Big Bet
18:43 — Running the Company on AI
20:19 — How They Hire Engineers
22:04 — Product Over Sales
23:37 — Burn the Boats + Outro

Why Two IIT Engineers Turned Down $550K Jobs To Build A Startup

How San Francisco's tech culture went from countercultural idealism to right-wing power, and what it means for the rest of us.

Jonathan Weber, editor at large at Newcomer and author of City on the Edge, joins Eric Newcomer to trace the 30-year arc of how San Francisco became the center of the tech universe, and how the industry that once promised to change the world ended up changing politics instead. From the early commercial internet to the rise of OpenAI and Anthropic, Weber connects the dots between Silicon Valley's cultural roots and its dramatic political shift toward the right.

The conversation covers the dot-com boom and bust, the sharing economy's broken promises, why tech executives became dismissive of public concerns, how AI is accelerating the disconnect between the industry and everyday Americans, and what history tells us about where this all goes next.
City on the Edge is available now wherever books are sold.

Chapters: 
00:00 Eric Schmidt Gets Booed
01:35 Meet Jonathan Weber
02:43 From Optimism to Cynicism
05:51 San Francisco Before Tech
08:59 The Web Brings Creatives In
14:15 When City Hall Noticed Tech
18:24 The Dot-Com Boom
24:28 The Crash and Media Backlash
33:27 Why Twitter Defined San Francisco
36:10 The Sharing Economy Wave
41:41 When Tech's Promises Broke Down
45:55 San Francisco's Faction Wars
53:27 How Silicon Valley Went Right

Subscribe for weekly conversations with the founders, investors, and executives shaping the tech industry.

🎙️ New episodes every week! Subscribe and turn on notifications to stay ahead of the next big story.

👇 Watch more from The Newcomer Podcast:
https://www.youtube.com/playlist?list=PL0Yg1id5olJMOyUnYF5AZnIo2ZXdyYd-L

 🔗 Read more at newcomer.co
🐦 Follow us: @NewcomerMedia

If you want honest, insider analysis from the heart of tech and venture capital…you’re in the right place.

#SiliconValley #TechHistory #ArtificialIntelligence

How Silicon Valley Went From Counterculture to Right Wing Power

*Sam & Shaan's hard-won CEO lessons in one guide:* https://clickhubspot.com/xmle

Episode 829: Sam Parr ( https://x.com/theSamParr ) sits down with Tom Freston to talk about the insane story of starting MTV and shaping America in the 80s and 90s. 
—
Show Notes: 
(0:00) Intro
(4:04) Millionaire by 26, broke by 33
(8:49) The first days of MTV (no frontal nudity)
(14:14) Music Videos
(19:03) How to spot culture-changing talent
(27:12) Making your employees party together
(31:56) Nickelodeon, SpongeBob, and Building Legacy IP
(35:21) Programming for a Specific Audience
(37:33) The Facebook Acquisition That Almost Happened
(41:25) Founders Who Refuse to Sell
(43:29) Rupert Murdoch vs. Sumner Redstone
(45:23) MySpace, Big Bets, and Getting Fired
(47:55) Inside the writers room
(51:33) Oprah Calling 
(54:00) The End of Monoculture and the Creator Economy

—
Links:
Unplugged - https://a.co/d/0ef6YVu2 

—
Check Out Sam's Stuff:
• Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm


—
Check Out Shaan's Stuff:
• Shaan's weekly email - https://www.shaanpuri.com 
• Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents.
• Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies!
Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC
• I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out:
beehiiv.com/mfm-challenge

My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

This guy owned MTV & Comedy Central (but fumbled Facebook)

Opus 4.8 is here. And so is ultracode. They're both uh, interesting...

Thank you Coderabbit for sponsoring! Check them out at: https://soydev.link/coderabbit

Want to sponsor a video? Learn more here: https://soydev.link/sponsor-me

Check out my Twitch, Twitter, Discord more at https://t3.gg

S/O @Ph4seon3 for the awesome edit 🙏

Anthropic fights back

Even if you’re a current PhD student, it's hard to keep up with the latest AI research. That's why we started YC Paper Club, a small group of researchers, engineers, and founders who will meet every two weeks this summer to present and discuss new papers together.

This was from our very first discussion group on May 20th, 2026, at the YC office in Mountain View, CA.

Thanks to the following presenters:

0:12 - Intro from YC Visiting Partner Francois Chaubard
3:49 - Tanishq Kumar — Speculative Speculative Decoding (https://arxiv.org/abs/2603.03251)
18:33 - Guangyao (Stannis) Zhou — Diffusion-MPC (https://arxiv.org/abs/2410.05364)
30:26 - Isaac Ward — LeWorldModeling (https://arxiv.org/abs/2603.19312)
43:54 - Akshay Vegesna — Deep Learning is Not So Mysterious or Different (https://arxiv.org/abs/2503.02113)
51:24 - Konwoo Kim — Pretraining Under Infinite Compute (https://arxiv.org/pdf/2509.14786)

Inference, Diffusion, World Models, and More | YC Paper Club

Don’t let bad code get merged without reviewing (hopefully not by merge cop!). Check out Code Rabbit at https://trm.sh/coderabbit

Sources:

- https://x.com/MarioNawfal/status/2056170401831796778

https://twitch.tv/ThePrimeagen - I Stream on Twitch

https://twitter.com/terminaldotshop - Want to order coffee over SSH?
ssh terminal.shop

Great News?  Want me to research and create video????: https://www.reddit.com/r/ThePrimeagen

#theprimeagen #programming #computerscience #ai #chatgippty #terminaldotshop

Finally a Normal CEO

Jackie Reses has quietly done what almost no one in finance has pulled off — she's been a Goldman Sachs banker, a private equity partner at Apax, Yahoo's Chief Development Officer, Executive Chairman of Square Financial Services, a board member at Alibaba, Affirm, and Nubank, and now the founder and CEO of Lead Bank, the $1.5B fintech infrastructure company quietly powering Stripe, Ramp, Walmart, Affirm, Revolut, and over 100 crypto companies. 

In this episode, Jackie sits down with Molly to share the untold stories behind her improbable career — from sitting in Alibaba board meetings with Jack Ma, Joe Tsai, and Masa Son, to brokering one of the largest value-recovery deals in corporate history for Yahoo, to running Square Capital after a 72-hour hackweek project. 

She also gets candid about the hype around "de-banking," what it's really like inside the White House (her brother is VP JD Vance's Chief of Staff), how she built Lead Bank to $280M in revenue with zero sales team, and why the future of financial infrastructure is programmable, on-chain, and AI-native. 

Whether you're a founder, operator, investor, or just curious about how the most powerful in American fintech actually work behind the scenes — this conversation is a masterclass.


Jacqueline Reses: https://x.com/jackiereses 
Molly O’Shea: https://x.com/MollySOShea 
Sourcery: ⁠https://x.com/sourceryy 


𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒

Apple Podcasts: https://podcasts.apple.com/in/podcast/inside-the-alibaba-boardroom-jack-ma-masa-son-joe/id1738124704?i=1000770000543

Spotify: https://open.spotify.com/episode/59N3dAuBvuRHtieTeapWlv?si=cFpYPjNtRgCpz-ve9B81vA


𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒

• Brex—The modern finance platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, & travel. https://brex.com/sourcery 

• Turing—Turing delivers top-tier talent, data, and tools to help AI labs improve model performance—and enables enterprises to turn those models into powerful, production-ready systems. https://turing.com/sourcery 

• VCX—VCX is the public ticker for private tech, allowing investors of all sizes to invest in venture capital. View The Portfolio at http://GetVCX.com  

• Deel—Deel is the global people platform that helps startups hire, manage, pay, and equip anyone, anywhere. Trusted by more than 35,000 fast-growing companies, Deel is the people platform that just works, so teams can scale without the chaos. Visit: https://www.deel.com/sourcery

• Public–Investing platform Public just launched Generated Assets, which lets you turn any idea into an investable index with AI. With Generated Assets, you can build, backtest, refine, and invest in any thesis with AI. Gone are the days of one-size-fits-all ETFs. https://public.com/sourcery 

• Merge—The leading provider of customer-facing integrations and agentic tools for frontier LLMs, Fortune 500 organizations, and B2B SaaS companies. Visit https://merge.dev  

Follow Sourcery for the latest updates!
https://www.sourcery.vc

Disclosure
Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
 
 
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒

(00:00) Jacqueline Reses, CEO of Lead Bank
(01:06) The swiss army knife of Silicon Valley
(02:46) Inside the Alibaba boardroom with Jack Ma and Masa
(05:23) Being one of the only Americans on Alibaba’s board
(10:29) What Jack Ma and Masayoshi Son are really like
(12:32) The biggest lessons Jackie learned from Alibaba
(15:12) From Goldman Sachs to Silicon Valley
(17:44) Why Yahoo hired a PE investor to run HR
(22:53) Yahoo was a hot mess
(25:33) The deal that recovered billions for Yahoo
(26:31) How Jack Dorsey recruited Jackie to Square
(29:53) Three engineers, three days, one crypto platform
(33:51) What Jack Dorsey is really like
(36:13) Being Jack Dorsey’s HR lead during Twitter chaos
(40:03) How to spot real innovation vs hype
(42:21) Why debanking is a myth
(48:10) Why buy a 100 year old bank
(51:23) Growing a bank with no sales team
(54:11) The APIs powering the future of finance
(56:03) How AI is transforming banking
(57:07) The JD Vance connection
(58:39) What it feels like inside the White House
(01:02:53) The biggest misconception about government
(01:04:21) Why Lead Bank’s culture feels different
(01:05:35) The next chapter for Lead Bank

She Bought a Bank for $56M. It's Now Worth $1.5 BILLION

Didn't think we'd see this for a long time, but it looks like Anthropic might actually be profitable soon...

Thank you Sent for sponsoring! Check them out at: https://soydev.link/sent

SOURCES:
https://simonwillison.net/2026/May/27/product-market-fit/
https://x.com/typedfemale/status/1945912359027114310

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S/O @Ph4seon3 for the awesome edit 🙏

Holy sh*t I think Anthropic is profitable now

We are now closer than ever before to living in a world where AI agents are smart enough to run our power grids and manage water supplies. How do we keep them from going rogue? Sarah Guo sits down with Maxim Bar Kogan, founder and CEO of Onyx Securities, to explore the complexities of supervising and securing autonomous agents at the enterprise level. Maxim explains Onyx’s product as an AI control plane, which oversees the permissions and flexible contexts of agents while balancing latency, cost, and reliability. He also discusses how current controls have insufficient context to monitor agent intent, tradeoffs for gradual model rollout, the need for vendor-independent oversight, and Israel’s growing AI and security talent ecosystem. Plus, why Maxim is all-in on AGI.
Sign up for new podcasts every week. Email feedback to show@no-priors.com
Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil | @maximbarkogan 
Chapters:
00:00 – Cold Open
00:45 – Maxim Bar Kogan Introduction
01:10 – AutoGPT and Betting on Agent Actions
05:17 – What Onyx Product Does
07:47 – State of Deployment in Large Enterprises
09:58 – Securing Agents
12:45 – Why Proxies Don’t Work
14:11 – Why Onyx Trains Its Own Models
18:38 – Onyx’s Talent Culture
21:24 – Mechanistic Interpretability
23:35 – How Onyx Builds Customer Trust
25:10 – Mitigating Risk at the Foundational Level
27:45 – Phased Rollout of Glasswing and Daybreak
29:11 – Large Enterprise Holdouts
30:46 – Onyx and the Larger AI Security Space
32:36 – Should Labs Address Model Trust and Governance? 
36:56 – What Needs to Happen in Security
39:14 – Why Maxim is AGI-Pilled
41:15 – Conclusion

Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan

OpenCode is one of the fastest-growing AI developer tools around, surging in just a few months from roughly 650,000 monthly active users to nearly 8 million, and almost 1M daily active users.

In this episode of The Pragmatic Engineer Podcast, we meet Dax Raad, co-founder of OpenCode, for a discussion about the gaps in developer tooling that led him to build OpenCode, the advantages of open source, and why taste and engineering judgment matter even more as AI becomes a core part of software development.

We also cover how OpenCode turned Anthropic’s blocking of integration with Claude Code into a massive growth lever by partnering with OpenAI and other model providers, why GPU demand is becoming a bottleneck everywhere, how come AI coding tools don’t automatically mean engineering teams move faster, and also why Dax is personally skeptical about predictions for the future of engineering and work, in general.

I found this conversation especially interesting because Dax displays a healthy skepticism toward the benefits of AI, even while building one of the most popular AI coding harnesses.

—
*Brought to you by our season partners:*
• Antithesis – verify your system’s correctness without human review or traditional integration tests – and avoid bugs or outages https://antithesis.com/pragmatic
• WorkOS – everything you need to make your app enterprise ready https://workos.com/
• turbopuffer – a vector and full-text search engine built on object storage. It’s fast, cheap, and extremely scalable https://turbopuffer.com/pragmatic

—
*The Pragmatic Engineer deepdives relevant for this episode:*
• How Claude Code is built https://newsletter.pragmaticengineer.com/p/how-claude-code-is-built
• How Codex is built https://newsletter.pragmaticengineer.com/p/how-codex-is-built
• Real-world engineering challenges: building Cursor https://newsletter.pragmaticengineer.com/p/cursor
• The AI Engineering stack https://newsletter.pragmaticengineer.com/p/the-ai-engineering-stack
• How Uber uses AI for development: inside look https://newsletter.pragmaticengineer.com/p/how-uber-uses-ai-for-development

—
*Where to find Dax Raad:*
• X: https://x.com/thdxr 
• Website: https://thdxr.com

—
*In this episode, we cover:*
00:00 Intro
07:03 Dax’s path into tech
09:04 Early startup experience
13:16 Getting involved with open source
16:13 OpenCode
23:17 Anthropic banning OpenCode
30:34 From terminal to GUI
32:34 OpenCode’s business model
36:33 Why inference is profitable
39:11 GPU bottlenecks
40:54 AI hype
45:50 AI spending
48:47 Dax’s memo
55:41 Dax’s skepticism of predictions
58:58 Engineering culture at OpenCode
1:02:38 How building works at OpenCode
1:05:36 Taste and quality
1:11:32 Dax’s work setup
1:12:35 The role of engineers and EMs
1:15:50 Advice for engineers
1:18:12 Book recommendation

—
See the transcript and other references from the episode at https://newsletter.pragmaticengineer.com/podcast

—
Production and marketing by https://penname.co/.

Building OpenCode with Dax Raad

Building superintelligence inside a company isn't about adding AI as a feature. It's about making it the operating system the whole organization runs on. In this episode of the Lightcone, we sat down with YC's Pete Koomen to talk for the first time about how he led the effort to build YC's internal agent infrastructure from the ground up. We cover how giving agents unrestricted access to one database changed everything, the self-improving skill loops that get smarter overnight and why he thinks we've arrived at the personal computer moment for AI.

Chapters:
00:00 — Intro
00:39 — YC's AI Stack
02:15 — The Finance Team Problem That Started It All
05:07 — SQL Access Changes Everything
07:20 — One Database to Rule Them All
09:14 — Jevons Paradox 
10:07 — Denormalizing for Agents (GBrain)
12:15 — The Single-Player Era of Agents
14:16 — 350 Tools and a Shared Registry
16:24 — Skillify, DRY, and MECE Resolvers
18:23 — The Self-Improving Dream Cycle
20:26 — The Two-Sentence Pitch Skill
23:06 — How Super Intelligence Compounds
25:10 — Recording Everything as a Building Layer
27:10 — The Shared Organizational Brain
29:18 — Trust-Default Culture as a Requirement
30:44 — Raising the Floor for New Employees
32:35 — Horseless Carriages
34:24 — Why Chat Is the Best Interface for Agents
38:50 — Just-in-Time Software
40:49 — Centralizing vs. Decentralizing AI
43:32 — The Personal AI Revolution

Apply to Y Combinator: https://www.ycombinator.com/apply
Work at a startup: https://www.ycombinator.com/jobs

Inside YC's AI Playbook

In 1990, Marc Rowan walked out of Drexel with his belongings in a cardboard box. Within a year, Apollo was managing $6 billion.

David Haber speaks with Marc Rowan, Cofounder, CEO, and Chair of Apollo Global Management, about building Apollo into one of the world’s largest alternative asset managers and how private capital is reshaping the global economy.

The conversation covers the rise of private credit, and why Rowan believes private markets are becoming increasingly central to financing the real economy. They also discuss AI, data centers, robotics, and the growing intersection between venture-backed technology companies and large-scale private financing.

Along the way, they reflect on leadership, institutional culture, and why enduring organizations must adapt rather than protect the status quo.

Timestamps:
00:00 - Intro
00:52 - Drexel, Milken & the Origins of Clean Sheet Thinking
04:55 - The Apollo Origin Story: From Unemployed to $6 Billion
08:46 - How Apollo Became a Trillion-Dollar Retirement & Credit Firm
13:00 - Permanent Capital, Origination & Why Assets Are the Scarce Resource
16:08 - Democratizing Private Markets: Daily Pricing & New Capital Channels
22:04 - Where Venture Meets Credit: Financing the Industrial Renaissance
30:01 - AI, Enterprise Software & Why Every Job Will Be Replaced or Enhanced
38:52 - Moral Leadership: UPenn, Merit & Doing Right Over Easy
46:02 - Apollo's Culture: Playing to Win & Building to Outlast the Founder

Resources:
Follow David Haber on X: https://x.com/dhaber
Learn more about Apollo Global Management: https://www.apollo.com

Stay Updated:
If you enjoyed this episode, be sure to like, subscribe, and share with your friends!

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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures.

Private Markets, Software Repricing and Capital Allocation | Marc Rowan on a16z

Joe Lonsdale is the Founder and Managing Partner at 8VC, an early-stage venture capital firm managing over $6 billion in capital. In 2003, he founded Palantir (NASDAQ:PLTR), a global software company known for its work supporting US and its allies’ defense and intelligence. Since then, he has founded over a dozen prominent companies, including Addepar, a wealth management platform helping investors manage over $7 trillion, and OpenGov, the leading cloud software provider for local governments which recently sold for $1.8 billion. 

Joe was an early investor in Anduril, Oculus (acq. FB), Guardant Health (NASDAQ:GH), Oscar (NYSE:OSCR), Illumio, Wish (NASDAQ:WISH), JoyTunes, Blend (NYSE:BLND), Flexport, Joby Aviation (NYSE:JOBY), Orca Bio, Qualia, Synthego, RelateIQ (acq. CRM), Yugabyte, among many others.

We discussed what it takes to keep building after success, why AI is accelerating entire industries, and how it could reshape productivity, healthcare, defense, and the economy. Joe also shared his views on investing in hard problems, rebuilding trust in technology, and where America needs to adapt to win in the AI era.

Timestamps:
(0:00) Intro
(0:32) Why Joe keeps building
(3:53) AI being contrarian and right
(5:39) What Palantir got right
(6:53) Pulling forward innovation
(9:32) AI vs social media
(12:23) Making AI work for America
(18:03) Department of War debate
(21:16) Betting on defense
(26:51) Robotics, bio, and energy
(32:16) Investing in the AI era
(35:38) Peptides opportunity
(38:35) Texas vs California 
(40:12) Political correctness

Links:
https://x.com/JTLonsdale
https://x.com/jaltma
https://8vc.com/
https://uncappedpod.com/

friends@uncappedpod.com

Joe Lonsdale on AI, Defense, and American Optimism | Ep. 51

I made a video like this about 5 months ago, but my workflow has already entirely changed. The models, harnesses, and more have changed completely...

Thank you Clerk & DNSimple for sponsoring! 
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SOURCE:
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S/O @Ph4seon3 for the awesome edit 🙏

How I code with AI changed a lot

*Get our Wealth Guide (35+ insights from top investors):* https://clickhubspot.com/jupa

Episode 828: Shaan Puri ( https://x.com/ShaanVP ) and Sam Parr ( https://x.com/theSamParr ) talk to billionaire Joe Liemandt ( https://x.com/jliemandt ) about the experiment he’s put $1,000,000,000 of his own money into.
—
Show Notes: 
(0:00) Joe, the total man?
(08:09) fighting bill gates for talent
(13:14) intensity
(16:18) choosing hard over easy
(19:00) how to be a magnet
(21:34) high standards
(23:29) being persuasive 
(29:23) simplicity: 3 ines, 3 words 
(34:41) is 2x faster really better?
(36:23) making kids run a 5k
(38:45) why be public now
(41:01) why put $1b into the lowest roi thing?
(50:03) buying SaaS companies
(51:06) cloning Warren Buffett's brain
(53:00) changing your brain lift
(57:19) is AI going to make everyone dumb?


—
Links:
• Alpha School - https://alpha.school/ 
• 10 to 25: The Science of Motivating Young People - https://a.co/d/048Cfexh 

—
Check Out Sam's Stuff:
• Hampton (joinhampton.com): My community for founders. Average member does $25m/year. Many of the guests are members. Get after it...apply: http://joinhampton.com/mfm


—
Check Out Shaan's Stuff:
• Shaan's weekly email - https://www.shaanpuri.com 
• Visit https://www.somewhere.com/mfm to hire worldwide talent like Shaan and get $500 off for being an MFM listener. Hire developers, assistants, marketing pros, sales teams and more for 80% less than US equivalents.
• Mercury - Need a bank for your company? Go check out Mercury (mercury.com). Shaan uses it for all of his companies!
Mercury is a financial technology company, not an FDIC-insured bank. Banking services provided by Choice Financial Group, Column, N.A., and Evolve Bank & Trust, Members FDIC
• I run all my newsletters on Beehiiv and you should too + we're giving away $10k to our favorite newsletter, check it out:
beehiiv.com/mfm-challenge

My First Million is a HubSpot Original Podcast // Brought to you by HubSpot Media // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano /

The 50 richest families in America are betting on this trend

00:04:31 Ferrari EV
00:45:02 Enhanced Games
00:51:45 Christopher Hale, a Catholic writer and former executive director of Catholics in Alliance for the Common Good, discusses Pope Leo XIV's recent encyclical on artificial intelligence, highlighting the Pope's emphasis on maintaining human dignity and responsibility in technological advancements. He notes the Pope's concern over delegating human decisions to machines, especially in contexts like warfare, and underscores the call for Silicon Valley to consider the ethical implications of AI development.
01:14:52 Alcohol & Podcasting
01:21:25 Sean Henry, co-founder and CEO of Stord, announced the company's recent $250 million funding round, elevating its valuation to $3 billion. He discussed Stord's decade-long development of a vertically integrated platform that leverages robotics and AI to enhance commerce, enabling faster deliveries and cost efficiencies. Henry also highlighted the launch of Stord Labs, dedicated to testing next-generation robotics and AI, and the company's international expansion into markets like Canada, Europe, China, and Australia.
01:35:09 Eric Ries is an entrepreneur and author best known for The Lean Startup, which helped popularize iterative product development and rapid experimentation in startups. He is also the author of The Startup Way and Incorruptible, where he explores institutional trust, governance, and how organizations can remain resilient and accountable at scale.
02:13:49 Alex Atallah, co-founder and CEO of OpenRouter, discusses the evolution of AI models and the importance of neurodiversity in AI agents selecting cost-effective tools for specific tasks. He highlights OpenRouter's recent $113 million funding round, led by Capital G with participation from existing investors and strategic partners like Nvidia, ServiceNow, and Databricks, emphasizing the company's commitment to fostering a diverse team. Atallah also addresses the trend of companies optimizing AI inference costs by utilizing multiple models tailored to specific tasks, leading to significant cost savings and improved performance.
02:26:49 𝕏 Timeline Reactions

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https://www.youtube.com/@TBPNLive

Ferrari EV, Enhanced Games, Pope's Encyclical, Alcohol & Podcasting

Get $1,000 in Hyperagent inference credits: https://www.hyperagent.com/fireship 

Apply to the Founding 500 to get $20k for your project: https://www.hyperagent.com

In today's video, we'll look at 10 new open source projects that are saving developers from prompt bro hell.

#coding #programming #coding #oss #opensource 

🔖 Topics Covered

- Ratty 3D Terminal https://ratty-term.org/
- TheyLive Adblocker https://github.com/davmlaw/they_live_adblocker
- TerminalPhone https://gitlab.com/here_forawhile/terminalphone
- Cuda Oxide https://nvlabs.github.io/cuda-oxide/index.html
- Wario Synth https://www.wario.style/
- Jmail & EpstienExposed https://epsteinexposed.com/
- Wikipedia Doomscroller https://xikipedia.org/
- Puter https://github.com/HeyPuter/puter
- Honker https://github.com/russellromney/honker

Want more Fireship?

🗞️ Newsletter: https://bytes.dev
🧠 Courses: https://fireship.dev

10 weird OSS projects you need right now...

Andrew Feldman is the co-founder and CEO of Cerebras Systems. This month, Cerebras went public achieving a market cap of $70BN, the largest semiconductor IPO in history. Cerebras has a massive commercial backlog with a monumental, multi-year $20 billion compute agreement from OpenAI.

----------------------------------------------

In Today’s Episode We Discuss:

00:00 Intro
02:18 Is There an AI Infrastructure Bubble? 
07:35 Memory Shortages Will Last Years
09:35 2025: The Year AI Became Actually Useful
11:33 Will Frontier Models Commoditize Like Cloud Did?
16:34 Can Google Win by Owning the Full Stack From TPUs to Tokens?
32:53 Data Centers & Local Communities
33:10 AI Layoffs
38:15 The Real Blocker to Enterprise AI Adoption
44:04 Should the US Be Selling Chips to China?
47:00 Why Europe Can't Build Great Tech Companies
53:48 Timing the Cerebras IPO: Luck or Strategy?
57:10 Is the Trump Administration Better for Business?
58:53 Quick-Fire Round

-----------------------------------------------

Subscribe on Spotify:
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https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465

Follow Harry Stebbings on X:
https://twitter.com/HarryStebbings

Follow Andrew Feldman on X:
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-----------------------------------------------

#20vc #harrystebbings #andrewfeldman #cerebras #ceo #founder #ai #nvidia #chips #china #ailayoffs #ipo

Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China

The three main coding agents right now are Claude Code, Codex, and Cursor. Which one should you use?

Thank you Macroscope & G2i for sponsoring!
Macroscope: https://soydev.link/macroscope
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Check out my Twitch, Twitter, Discord more at https://t3.gg

S/O @Ph4seon3 for the awesome edit 🙏