Building @ParchaHQ. Prev Product @compound, @brexhq, @coinbase, @google. Alum @ycombinator, @uniofoxford. Dad of twins, in-person maximalist, Coda Yoda.

Joined January 2008
163 Photos and videos
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Jun 3
At @ParchaHQ we saw coding costs explode so we built our own IDE that does routing at the harness level e.g. Claude Code for planning, Codex for long running execution, Cursor for bugs. Plus custom routing, remote sessions, a browser inspector and voice interface. Now it's open-source! 👇
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AJ Asver retweeted
I left Fable working on some evals last night. It decided to call me at 4 am (I have a skill I manually activate for this - I guess it found it in memory?) once it found a better path than prod.
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Jun 11
Competition is great for the market especially when the switching cost is lowered. Don’t get locked into a single coding agent. The best engineers I know are constantly switching between them for different tasks.
🚨 JUST IN: OpenAI is reportedly considering drastic price cuts on its token costs to compete with Anthropic for users, per WSJ.
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AJ Asver retweeted
They are officially a big company now.
mythos will be bad ON PURPOSE on ai "frontier llm research" tasks, this is very very sad for the research community also the fact that this is un purpose not visible to the user is crazy
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AJ Asver retweeted
The numbers may be a bit extreme here, but unquestionably use-cases have to stratify in the next year or two between model families. We’ll see a split between frontier intelligence for high end tasks and work, and much cheaper models for high volume workloads that can sufficiently be peeled off to cheaper models. Frontier will still be far bigger than today because the use-cases will demand it, but the low-end will get quite a bit larger as well. The big update here is that the layer that can efficiently route the workload to the right model will then become increasingly valuable since that becomes one of the new hard problems in AI agents. Agent orchestration that can cost optimize while still performing the task successfully will be in a strong position.
Good take My guess is - demand for intelligence is near infinite - but 80% of workloads will be running on 99% cheaper models within 12-18 months - 20% of workloads will still run on latest gen models where IQ maxing is important (scientific breakthroughs, higher level ochestrator agents?) - rough analogy might be what % of macbooks or gaming PCs sold have the maxed out specs for CPU/GPU, prices are falling much faster than Moore's law here though - this leads me to think the limiting factor will be energy and compute, not better models At Coinbase we're working hard on routing prompts to cheaper models where appropriate, and in some cases have been able to keep costs roughly flat, while token usage continues to grow exponentially.
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Jun 3
At @ParchaHQ we saw coding costs explode so we built our own IDE that does routing at the harness level e.g. Claude Code for planning, Codex for long running execution, Cursor for bugs. Plus custom routing, remote sessions, a browser inspector and voice interface. Now it's open-source! 👇
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Jun 3
At @ParchaHQ we saw coding costs explode so we built our own IDE that does routing at the harness level e.g. Claude Code for planning, Codex for long running execution, Cursor for bugs. Plus custom routing, remote sessions, a browser inspector and voice interface. Now it's open-source! 👇
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Jun 3
At @ParchaHQ we saw coding costs explode so we built our own IDE that does routing at the harness level e.g. Claude Code for planning, Codex for long running execution, Cursor for bugs. Plus custom routing, remote sessions, a browser inspector and voice interface. Now it's open-source! 👇
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May 23
Awesome to see @gilbert sharing how they use @Grepdotai for episode research on @AcquiredFM in a GQ article this week. There are so many non-obvious use cases for doing deep research on a business, and Grep is the best at it.
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AJ Asver retweeted
We're subletting space (desks a private room) in our office in FiDi. Right on the best block in the city — a crosswalk away from @UseCorgi's cafe. DM if interested.
We moved to one of the most goated streets in SF. All of this < 5 minutes walking distance.
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May 21
Grep’s deep research is very good at analyzing S-1 filings!
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May 21
“On a standalone basis, Starlink is the most profitable satellite business ever built — and arguably the most profitable connectivity business of any kind.”
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May 21
“SpaceX is now a satellite-broadband company that happens to own a launch business and an AI company. Starlink is 61% of revenue and growing 50% year over year; AI is the bet on top."
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May 21
“Starlink prints money (63% EBITDA margin, $7.2B annual cash generation). AI consumes it (3× the capex of Connectivity, negative EBITDA). The IPO funds the gap.”
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AJ Asver retweeted
Introducing Antigravity 2.0, a new standalone desktop application that delivers fully on that original glimpse of a truly agent-optimized experience. Rebuilt from the ground up with multi-agent teams, scheduled tasks, native voice and one-click integration with other Google products. Learn how to get started with Antigravity 2.0 👇
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