Absolutely. Wrote about this in March. newsletter.angularventures.c…

Hey so we fix that (for inference though) HW companies sadly can’t grasp the minefield that is making their software. PyTorch is a graveyard in that regard. So we fixed it

some thoughts on @poolsideai's project horizon announcement last week: building a 2gw ai factory "This level of vertical integration - from model and agent development through to power generation and deployment - gives poolside a durable advantage as AI systems become indispensable to enterprise and national infrastructure alike. Project Horizon turns energy and compute from external constraints into internal levers of scale, marking poolside’s growth from an AI model builder into an industrial company of intelligence."

👋 Personal update: Just moved to SF after a 15 years in Europe. A few thoughts: - Remote is dead. Location matters more than anything, again. Being able to meet founders IRL is the core of the art of pre-seed, when most decisions run on intuition. The SF re-migration is real - plus many EU/NYC founders are spending at least a week fundraising in the Bay. - Culture is upstream of everything. SF might be the only place in the world where builders have more status than commentators. As Peter Thiel famously said, Berlin is the place where people move to retire in their 20s. SF is where the most ambitious move to reinvent themselves and (maybe) the world. - Frontiers are expanding. The commoditization that happened to bits is happening to atoms and cells. Biotech, robotics, and hardware are entering their consumer moments - and most teams taking on these impossible challenges are in the Bay. - SF is boring. As a Parisian, I'm dying inside when someone offer to meet for dinner at 6PM. I was actually supposed to move to my fav city in the world, NYC. But as a 1st time GP with @intuitionvc - I have only one shot at this and decided to optimise for quality of obsession, and not quality of life. I don't usually ask for many things, but I feel this is one of the most cornerstone moment of my life. Here's how you can help: 1) Intros to founders building at the frontiers of consumer - I want to be the only culture-first VC in technical cap tables. 2) Flat recommendations as @Clara_Gold and I are starting a war to find 1/2BR (I know) in town, ideally a furnished sublet. 3) Ophthalmologist recommendations - I have recurrent corneal ulcers and need my "eye guy" in every city I move to. 4) Share this post. Much love 💛

Intelligence is the most important and existential technology of our lifetimes. Poolside exists to be the premier lab in the world, the first to AGI and then ASI, make sure the west wins the intelligence race, and give us all the power to reshape our world with intelligence at the center We've quietly become the world's most efficient lab, but model building alone won't secure our collective future. We must do more Three things matter going forward: energy infrastructure, computing infrastructure, and intelligence It's time to build physical infrastructure again

The speed of change in AI is immense and my favorite way to be informed is through @stateofai . Well done again team 👌🏼 #genai #AI #AgenticAI

august 2025. my everyday go-to apps @X for you know what (biggest source of knowledge and great interactions) @craftdocs for every note or idea @bumpbyamo to check what my friends are up to @retrodotapp to follow my friends and save my personal life @strava because i love to 🏃 @openai and @anthropicai for everything else Arc by @browsercompany to 🏄 the 🕸️

We made searching for opportunities a job of the past. Yeah, that's cool and all, but as a CTO, I cannot stop to appreciate how've made it happen. This is no ordinary feature. We've re-invented how networks/marketplaces are built and scaled.

Have been a fan of @meowgorithm building product for 10 years. Latest one is this insanely branded AI coding agent called Crush.

ServiceNow: the renewal rate every B2B company dreams of Even at $12.5B ARR, they just ... never leave

I'm working on an essay that outlines our thinking @browsercompany around Arc & Dia in detail (why not integrate into Arc, open sourcing Arc, etc). What can I answer for you? Will try to finish it this weekend & I'd love to answer the questions you have!

We've been doing this @poolsideai with currently our Code Execution environment being a Top 10 user of regular CPU compute for AWS EKS, and counting >800,000 real world repositories (and 10s of millions of revisions)

The piece of b2b startup advice I find myself giving over and over again recently is figure out how your product can make a *significant* difference in the success of your customer’s business - whether that is driving significant revenue, huge improvements in their customer retention, massively lowering their cac, cutting significant costs, etc. AI has opened this door. Please walk through it.

This Jokic angle is WILD

Some people today are discouraging others from learning programming on the grounds AI will automate it. This advice will be seen as some of the worst career advice ever given. I disagree with the Turing Award and Nobel prize winner who wrote, “It is far more likely that the programming occupation will become extinct [...] than that it will become all-powerful. More and more, computers will program themselves.”​ Statements discouraging people from learning to code are harmful! In the 1960s, when programming moved from punchcards (where a programmer had to laboriously make holes in physical cards to write code character by character) to keyboards with terminals, programming became easier. And that made it a better time than before to begin programming. Yet it was in this era that Nobel laureate Herb Simon wrote the words quoted in the first paragraph. Today’s arguments not to learn to code continue to echo his comment. As coding becomes easier, more people should code, not fewer! Over the past few decades, as programming has moved from assembly language to higher-level languages like C, from desktop to cloud, from raw text editors to IDEs to AI assisted coding where sometimes one barely even looks at the generated code (which some coders recently started to call vibe coding), it is getting easier with each step. I wrote previously that I see tech-savvy people coordinating AI tools to move toward being 10x professionals — individuals who have 10 times the impact of the average person in their field. I am increasingly convinced that the best way for many people to accomplish this is not to be just consumers of AI applications, but to learn enough coding to use AI-assisted coding tools effectively. One question I’m asked most often is what someone should do who is worried about job displacement by AI. My answer is: Learn about AI and take control of it, because one of the most important skills in the future will be the ability to tell a computer exactly what you want, so it can do that for you. Coding (or getting AI to code for you) is a great way to do that. When I was working on the course Generative AI for Everyone and needed to generate AI artwork for the background images, I worked with a collaborator who had studied art history and knew the language of art. He prompted Midjourney with terminology based on the historical style, palette, artist inspiration and so on — using the language of art — to get the result he wanted. I didn’t know this language, and my paltry attempts at prompting could not deliver as effective a result. Similarly, scientists, analysts, marketers, recruiters, and people of a wide range of professions who understand the language of software through their knowledge of coding can tell an LLM or an AI-enabled IDE what they want much more precisely, and get much better results. As these tools are continuing to make coding easier, this is the best time yet to learn to code, to learn the language of software, and learn to make computers do exactly what you want them to do. [Original text: deeplearning.ai/the-batch/is… ]

well that's not very smart

Until you're 10 in a startup , the only roles that exist are head of get shit done & chief common fucking sense officer.

Website is up, welcome to all

This one liner probably costs @OpenAI tens of thousands of dollars per day in TLS handshakes. We discovered it when benchmarking our llm server (more on that later). cc @OpenAIDevs github.com/openai/openai-go/…

Just arrived...if you know, you know 👌🏼 @airstreet