went to a fancy dinner in SF and everybody went to Harvard (or Stanford)

your site is losing money. we can fix it. we built an agent that browses your site like a real customer, finds what's quietly costing you sales, and writes the fix as a PR you review and merge. mimetic. go check your site - and your competitor's.

Current state of early stage venture

From ~$4b to ~$1T in 4 years

For the last 2 months, they’ve been building quietly out of @frontiertower @Superherohotel: 6 repeat founders. @ycombinator, @Bankless, @NASA alumni. One startup backed by @balajis . Investor spots are almost gone, secure yours: luma.com/frontier-residency-…

Richie is a generational founder

5 of 10 teams at demo day broke $10M annualized HF0 is not just for early stage companies Interviews started yesterday.

Very excited to share that Givefront is joining Owner.com. Owner is a generational company, and that was clear from our earliest conversations with Adam. Thrilled to scale our mission alongside an incredible team.

AI can now tell me my fashion is bad

Frontier Demo Day is officially on the calendar 🗓️ Spots are limited - grab yours fast: luma.com/frontier-residency-… Batch 0: repeat founders who've done @ycombinator with their previous startups, generating ~$1M ARR, building in AI longevity, backed by angels like @balajis and on the close radar of @speedrun. This room will be stacked - tag the investor who shouldn’t miss it! @frontiertower @Superherohotel

Prophetic is on a mission to transform how humans dream. Meet Jack. One of the first to experience lucid control and awareness in his dreams from the Prophetic Dual. We are excited to bring this capability and more to billions of humans. User interview #2 @JackSimison

Do you have customers asking for SDKs in languages you don't support? Or, even worse, are you paying hundreds of dollars a month per SDK? Now presenting Sterling, an open source OpenAPI to SDK generator for 13 languages!

what if text was pulled up as you scrolled?

people who work at the antimemetics division remind me of agents, who periodically forget their sessions and reply on written documents as their memory.

Welcome 2026 Thiel Fellows! WHO ARE THEY? Victor Boyd: Birmingham, AL - @VictorWBoyd Cavalla is on a mission to get anything anywhere in under 5 hours. Starting by building autonomous forklifts, through to developing hypersonic highways. Samuel Carvalho: Recife, Brazil - @samuelclcc Praso is building the new infrastructure for wholesale commerce — powering procurement, credit, and workflow tools for SMBs across underserved areas in Brazil. Nick Dobroshinsky: Sammamish, WA - @NDobroshinsky EveryTicker is democratizing institutional-grade financial research across the entire U.S. stock market, including the thousands of smaller companies Wall Street ignores. Ishan Gupta: Kanpur, India - @ishangpta Juicebox is building an AI recruiter that helps companies make better hiring decisions. Agents that understand real skills and move hiring from guesswork to true meritocracy. Antoni Kiszka: Strzyżowice, Poland - @antoni_kiszka Derpetual is building the infrastructure to create a market for any asset — with leverage. Milan Lustig: Cold Spring Harbor, NY - @HighPriestOfSWO Opt32 is building modern compute infrastructure to put AI onboard objects in the physical world — from robots to cars and drones. Galen Mead: Chapel Hill, NC - @g413n Standard Intelligence is building aligned general learners, pretraining large models to actively explore and learn from the Internet. Aubrey Niederhoffer: New York, NY - @needaubrey Swoop is building the super app for Africa, starting with food delivery in Nigeria and expanding into financial services across the continent. Harry O'Connor: Cork, Ireland - @HarryOC493 Sentient Machines is a research lab building foundational models for robotics that generalize across tasks and environments. Alex Shieh: Salem, NH - @alexkshieh The Antifraud Company is a fraud bounty hunter defending American taxpayers with AI and investigative journalism. Claire Wang: Los Angeles, CA - @clairebookworm Claire is building biologically accurate simulations of entire nervous systems, starting with C. elegans. Developing a simulated brain that researchers can communicate with helps lay the foundation for brain-computer interface (BCI) technology. Kyler Wang: Portland, OR - @kylerywang Action is an artificial intelligence company in stealth.

Launching the Alive Prize. $100K to build what makes you come alive. I've been fixated on a quote from Howard Thurman lately: "Don’t ask what the world needs. Ask what makes you come alive, and go do it. Because what the world needs is people who have come alive." We want to help more people find that feeling. aliveprize.com/

My quick takes on @eladgil's takes: 1/12 AI-related revenue is worth >2% of GDP already. Safetyists were talking about 10% GDP growht, but half the value won’t show up in official stats. It's like how the internet didn't really increase Total Factor Productivity. 2/ Top AI researchers didn’t IPO. They're not fully liquid yet. Expect weird incentives, not just acceleration. Anecdotal note: I noticed the housing market isn't that much hotter in SF right now. 3/ Compute ceiling ≠ oligopoly. China has like 5x capacity that it's not using, whereas the US is basically at capacity. Compute ceiling delays fragmentation, but cheap inference could break the ceiling for a bit later. 4/ “Compute is currency” is incomplete. Energy is the real constraint. Power-rich regions gain more power. In that sense, the Iranian war is related to AI. 5/ "Nothing really happens". I actually believe in the AI cuts. They are not cutting because AI is currently that productive to replace people, but because they believe it will be, and forcing people to do more work will force them to pick up AI. 6/ Headcount won’t just flatten. It will invert on the average. Engineers who get fired will found. Small "AI-first" or "Ai native" teams will outcompete organizations. 7/ “Slop era” isn’t a bug. It's a continuation of the internet, like the Endless September. the majority of the internet is bots. always has been. More practically, Humans become editors, not creators. 8/ Closed loops will surprise people in unexpected domains: logistics routing, insurance underwriting, and ad creative testing. Domains with massive existing labeled datasets and clear numerical feedback signals. Boring industries will see liftoff before glamorous ones. 9/ Artisanal engineers are perhaps the only coders left, but they will slowly be replaced. They don't seem that unhappy to me though. Coding by hand will be like writing by hand: slower, but more deliberate, and still taught in schools for legacy and tradition reasons. We need to be able to do the basics. 10/ The harness is the whole game, and everyone is sleeping on it. 1-person frontier labs will build harnesses. Vertical harnesses built on commodity models is the highest-ROI bet in AI right now, especially for ICs. 11/ AI selling labor is true, but the real unlock is elastic labor. Sierra replacing Zendesk seats or Mercor creating a contractor class is the obvious framing. The deeper point: API for labor. I'm hopeful for a world of 24/7 personalized tutoring, concierge healthcare triage, on-demand legal review. Moore's law for everything! 12/ Good idea on exiting soon. I think the meta is building towards acquihire or acquisition by a lab, not IPO. However, the advice selects against the people who should take it. It's like the winner's curse: you are acquired because you create a lot more value than they are paying, and prob bc you are inflecting. 13/12 The anti-AI backlash is underpowered, not overpowered. In a lot of cases, regulation helps the big guys, who can afford lobbying and compliance. Anti-AI backlash is currently not coordinated. Fun fact: my AI Tweet Bouncer censored away this post bc it was "politics" lol