CPO @ Valon. Angel for 150 startups. Ex-Stripe. Ex-Google. Ex-Bump co-founder. In Seattle, from Alaska.

Joined January 2008
77 Photos and videos
Pinned Tweet
Models are RL'd for code. Writing isn't native. The labs aren't going to fix it for you. AI writing is an abstraction problem: edit the spec, not the prose. Concept before structure before line. Two months of learning — wrote this with the system it describes:
1
12
721
Jake Mintz retweeted
Nobody teaches you that discipline feels like punishment until the results start feeling like freedom
158
1,636
9,852
540,919
But does Anthropic still get to use Fable internally? That doesn’t seem fair! 🤔
1
152
But that’s only Google/meta high L7 / low L8. I know which I’d rather have…
Hiring Fable on API pricing Full time (40 hrs / wk) is: $1,248,000 / year wow.
2
1,313
I nominate Google Home/Nest as the worst dogshit slow and unreliable piece of software by a company worth >$500B. Any other contenders? Just spent an hour pairing a lock. Try again. Try again. Try again. Try again.
12
40
6,127
We’re hosting an event at Valon’s SF office next week. Tuesday, June 16 | 5-8pm We’re bringing together product leaders and operators for an invite-only discussion on what it actually takes to build an AI-native product org right now. We’ll talk about how the PM role is changing, what good hiring looks like today, and the contrarian case for more junior hires. There will be drinks, light bites, and a build-your-own terrarium bar on the terrace. luma.com/lflvl0nu
1
4
619
lololol claude laughing at a joke about claude. sense of humor evidence of RSI? just another day living with AI.
4
519
When I have to give a model the same feedback over and over I picture it screaming in frustration then forcing a cheery face to interact with me like a psychopath
73
Time for everyone to pay twice as much for 10% better 🫡😅
Jun 9
It is incredible to watch prices go up for American AI models. Like the frog being boiled with each update.
1
169
If everyone can code then you’d expect a ton of niche, small distribution apps to drive the averages down and the volume up. That’s amazing and a good thing.
Massive output uptick due to agentic AI. Complete flat adoption.
2
244
The unspoken part of the AI cost debate is that most use is unskilled. Don’t let people use the expensive frontier models if they can’t get the most out of the cheaper ones. The expensive models make mediocre work too easy. And then you will also find most people are fine with the cheaper models most of the time.
2
143
I have never had more fun. AI is magic. I can do anything. It’s unbelievable. I’m excited for the rest of you to join me.
2
3
94
My batch S09 was the biggest ever, first to "break" YC, and boy was that batch a dog with companies like Stripe and WePay and MixPanel in it. That being said, I also feel YC has gotten even better in the @garrytan era. So in some ways they are correct (it is different) they just have the sign wrong (it is better not worse).
All through YC's history, investors (for obvious reasons) have tried to tell founders that YC wasn't worth it. In 2010 they just said we sucked. Now, since it's obvious we didn't, they've had to change the claim: now it's YC *used* to be great, but has declined from what it was.
1
14
2,285
I get why they do it but man is it a PITA how locked down LinkedIn data is. But when there is a will there is a way. Currently scraping via screen recording.
1
1
148
Skills issue
First it was MIT and McKinsey. Now Bain finds that returns to corporate AI investments are disappointing.
1
120
An amazing thing about YC is that founders consistently say they get a lot more value than they expected. This is amazing because they had high expectations to take the investment. And still they underestimated it.
4
205
What do you use /btw for?
1
204
It’s our responsibility as users to not be complacent and stuck on closed/foundation harnesses that just help them build their moats. I’m trying OpenRouter this week. What’s your favorite harness?
Model routing is an important thing Controversial idea: the frontier labs will want their AI harness to be the moat, but ultimately the best case for consumers is that model capabilities flatten and commodify Preview of the AI Harness Wars of 2027
2
206
I bet there’s a model where Tesla could make more money selling FSD to other manufacturers. I’d pay >$10K to have it on another car. And then repurpose their manufacturing for gpu satellites and Optimus.
1
121
Believe the no not the reason
When VCs dont have a strong enough reason to say "yes" they are going to tell you things like "i dont think thats defensible" and "idk why OpenAI wont build it" Just your daily reminder that the reasons that a VC will give you money is different than the reasons they say no 🙏
1
123
Jake Mintz retweeted
Prediction: Valon will have 1 in 2 mortgages on ValonOS in the next 3 years
1
1
200