When you learn something new, just keep in mind : "What I cannot create, I do not understand" - Feynman

99% founders follow the trends, When you have and crave for original ideas, competition does not exist.

I think anthropic is trying to protect their moat by preventing other labs to use Fable 5 aka Mythos for doing training infrastructure and chip design. A new anthropic chip in progress? Overall bullish for AI infra companies as big labs are worried about the moat here.

Never a boring day in AI infra, > $GOOGL casually raising $80bn via selling its own shares for building data centres. Looks like the private markets have already been tapped by recent Anthropic raise! > Also, Anthropic files for IPO, the same company raising at $185bn last September 🤯 Again, AI supply chain is fully nuts.

startups which positioned themselves as “shift left” for infra/dev tools and created a feedback loop on DevX are going to be great beneficiary of the AI wave. “Shift left” traditionally had two essential ingredients which amplifies agents adoption: - Putting key SDLC components in hands of devs; infra provisioning & management, testing etc. - Removing software team silos. No individual testing/infra teams and no scattered context. Agents get complete and rich context and delightful cli interfaces to get their job done. @harnessengr is a great example of shift left execution and philosophy.

Finally got the secure and fully local hermes agent setup working after a few hours of dabbling, - parallel agents spawning using multiple sandboxes, load balanced with hot pools - Fully local LLM Gemma-4-31b optimised for faster prefill and concurrent sessions - Everything behind an API gateway, fully auditable - Always on and working for you, lets gooo..

AI supply chain is nuts. Just wrapped a call with a founder friend selling to ai labs and enterprises, they are doing way over 100M ARR in less than a year. Raised less than 10M.

47B

More than 1% of anthropic revenue, just saying

Seems like all NBFCs, financier dudes, asian grandparents rotated in anthropic. This money is too much to lie around in private VC markets.

ngl, burning tokens feels like being ultra productive… weird?

For a startup registered in SF and have VCs and clients in US, why do paid partnership and profile pin on the Indian Tech & Infra page? Sums up the indian AI ecosystem. Good luck to the founders btw.

Underlying every FOMO or feeling of missed opportunity, there’s a hidden layer of entitlement. One should always question why they are entitled enough to have got in at the first place and be honest about it. Regrets would turn into learning and self understanding.

record breaking day for inference, @PipeshiftAI partnered with Nyesa cloud @baseten raising at 10B again, raised at 5B back in Feb @FireworksAI_HQ raising at 14B generational fomo is here.

Trying to be available for people and helping them on their startups and goal pursuits goes a long way and is highly underrated. You’ll get to understand and build your personal brand & value proposition as an outcome.

It’s time to get back to leetcode fam?

Founder conviction is everything, can create markets out of thin air if there isn’t one.