Work on something you're as interested in as our cats are interested in this pigeon.

The @meetgranola new recipe creation is one of the cleanest and quickest prompt experiences I've seen. It's lightweight, the complexity is in the background, and you have instant feedback loop.

Cursor started out as AI CAD but pivoted because the models weren't yet good enough. Four years later, the models are good enough.

Introducing a Design System Agent, powered by Fable 5. Sync your components, typography, spacing, colors, rules. Share with your team, design anything. Watch me change everything within Duolingo's design system on @magicpatterns:

i used to be the AI UI guy

We've been working on a very specific topic for 3 years now... Coming tomorrow 👀

🇺🇸🚀 SOME NEWS: I'll be leaving my role at the White House at the end of this month. After a break I’ll be working on helping tackle some of the large challenges facing America on AI (more on that later). It is hard to express how big a privilege it has been to serve the American people and how grateful I am to have had the opportunity to do so. First and foremost, it has been an honor to serve under President @realDonaldTrump . Without his leadership, we would not be leading in the AI race. Second, I owe a lot to the person I’ve worked mostly closely with over the last 18 months - @DavidSacks . His continuing advocacy for America winning on AI has been and continues to be crucial. Some key public accomplishments from last year I’m proud of 1. Architecting and publishing the American AI Action Plan - charting the course for America to win on AI and helping execute on that for the last year. 2. The AI acceleration partnerships to help American AI stack win globally. 3. The National AI Policy Framework for Artificial Intelligence executive order (forming the basis for working with the Hill this year) 4. Advocating for the American AI stack with our allies globally (the AI summits in France and India, state visits to the UK, the Middle East and more) So what’s next? The past 18 months have given me a front row seat to this critical moment on AI facing America and our allies. Whether it is energy, data centers or a clear path for Americans to experience the benefits of AI, there are many tough issues we all need to navigate together. I plan on building institutions that help tackle some of those challenges for America and its allies. I want to thank many others who have helped along the way in the administration : Kevin Hassett, @mkratsios47 , CoS @SusieWiles47 , VP @JDVance , @StevenCheung47 , Sec Bessent, Sec Lutnick, Sec Rubio and @jacobhelberg , @USWREMichael , Josh Gruenbaum, Watson Fagan, Ryan Baasch, Jeff Kessler, Alexei Bulazel, DepSec Landau, DepSec Dabar, Will Scharf, Taylor Budowich, @JamesBlairUSA , @elonmusk and many, many others. You know who you are and I know I’ll continue to see you a lot more. Most of all, I want to thank @aarthir on supporting everything and being part of this unexpected but amazing journey from last January. None of this would be possible without her. This journey has been the privilege of a lifetime and shown me how special this country is and how it needs all of us to contribute in anyway we can - and I plan on continuing to do just that. 🇺🇸

me to my wife ever day ...

Watch me control my computer with just my voice. This is the future of operating systems. No hands. GPT-Realtime 2.0 is very, very underrated. Demo:

What it takes to reach $100B Fewer than 0.1% of startups will ever be worth more than $100B, but those that do will have an outsized impact, so it’s worth understanding which companies have the potential and what it takes to get there. Examining the history of these massively successful companies, it becomes clear that there are two ingredients necessary to reach $100B. First, they must be building in a rapidly growing market of unlimited size. For example, Microsoft, Apple, Intel and AMD all emerged as part of the exponentially growing microcomputer market. These companies started when microcomputers were still relatively new and obscure. Micro-soft’s first product, Altair BASIC, was incredibly niche — MITS only ever sold about 25,000 Altairs, but that was the start of what is now a $3T company. Likewise, Amazon, Google, and Facebook all became $T companies by growing with the Internet. Stripe ($160B) makes this dynamic explicit in its mission statement: “Our mission is to increase the GDP of the internet”. Why now? $100B opportunities only exist for a limited time. If a company could have been started 20 years earlier, then it’s unlikely to have $100B potential. Important new technologies create massive new opportunities, but those windows of opportunity don’t last forever. For example, it was not possible to start Uber or DoorDash five years earlier because mobile platforms such as the iPhone did not yet exist, and it wasn’t possible to create them five years later because the opportunity had already been captured. Large but slow growing markets rarely produce $100B companies. For example, startups selling to dentists or auto mechanics are not good candidates to reach $100B. A simple test is to ask if demand will increase 10x or 100x in the next ten years. Startups thrive when capturing a slice of a rapidly growing pie, not fighting zero-sum games against incumbents. The second ingredient is defensibility, a durable control point in the market. If your company is making billions of dollars, that will attract a lot of interest from potential competitors. This defensibility is typically provided by one or more of the following dynamics: - Marketplaces like Amazon, Google, Facebook, and Uber aggregate supply and demand. - Platforms like Apple, Microsoft, NVIDIA, Salesforce, and OpenAI provide a foundation for large ecosystems to grow. - Foundational infrastructure companies like TSMC, AWS, Stripe, and Arm become hard-to-replace dependencies. - Workflow systems like ServiceNow, Intuit, SAP, Oracle, and Workday become the default systems of record and action. - Deep tech companies like ASML, Tesla, and SpaceX require extraordinary technical, manufacturing, operational, regulatory, and capital execution to reproduce. Competing head-on with these companies is nearly impossible. They effectively “own” their slice of a large and rapidly growing market, which earns them high revenue multiples, lower cost of capital, and the ability to acquire smaller companies and hire top talent. Probably fewer than 1% of startups have the potential to reach $100B, and of those, fewer than 10% will ever realize that potential. However, it is our belief that we can improve those odds by building a community of the most impressive founders working on the most ambitious ideas. We are creating the “$100B Seed Group” to bring together these early founders in our group office-hours format, to periodically meet, review, revise and strategize their Path to $100B. Apply now if you would like to be a part of the program. The first cohort will be limited to 10 companies. Any startup from YC P26, W26, F25, or S25 is eligible. Applications are due by May 28th at 9pm PT. standardcap.com/100billion

RT @douglasqian: Anyone else wish you could just talk to your podcast app? Well, @telenardo and I did. So we built Orbit - the first AI po…

My new book, Wandering America, is now available for preorder. Seven years of photographs across America, published by Arena Books. Hardcover | 400 pages | 6 lbs Link below:

Spotted in the NYC subway. “Zero screen time.” An iPod Shuffle ad in 2026. When we built the iPod, the goal was the technology disappeared and you could have your music wherever you were. 1,000 songs in your pocket. Now we’re living through a moment where people are actively looking for ways to disconnect from the infinite feed, algos, and constant notifications. That doesn’t mean technology is bad. It means the best technology understands when to step back. Not every problem needs another screen, another menu, or another layer of complexity. Constraints create freedom (read: @DavidEpstein new book Inside the Box). And often removing features creates a better product than adding them. The future of technology shouldn’t just be more engagement. It should help us be more human.

websites > apps > tools tools = plugins, skills, connectors, MCPs

"If socialists understood economics, they wouldn't be socialists" They have a zero-sum understanding of wealth in which one can't gain without someone else losing.

Competition for AI agents is for losers. Github Actions, Stripe, Shadcn and Vercel with near-monopolies on @Amplifying_AI h/t @douglasqian

Brian Chesky: "Don't try to be successful. Try to do something wonderful that you love for yourself." "Don't focus on who you want to be, focus on what you want to do. That was the advice President Obama told me." "So many entrepreneurs focus on what they want to be. A giant tech founder. Run a $1B. Instead of focusing on, What do I want to make." "There's no way to fail if you're making what you love."

Introducing Tolaria! 💧 Today I am releasing a macOS desktop app for managing markdown knowledge bases, and helping both AI and humans operate them. It’s free and open source, and always will be. I have been working on it for three months, and I now use it to run my life and work. I personally have a massive workspace of 10,000 notes — the result of 6 years of Refactoring — which I now operate on Tolaria. Tolaria is the main collaboration surface with my AI agents: they create new notes there, connect them to what exists, and edit existing ones. Everything is easy to understand for them, because it’s just markdown files. In a way, it’s my implementation of @karpathy's LLM wiki. Tolaria is also the biggest experiment I have ever run about writing software with AI: • 2000 commits • 100K lines of code • 3000 tests / 85% coverage • 9.9/10 code health • 70 architecture decision records I am releasing it open source also to use it as a living artifact of how I do AI coding, so you can inspect at any time things like how I write docs, what's in my AGENTS file, what hooks do I run, and so on. You can find it below: • Newsletter announcement: refactoring.fm/p/introducing… • Website: tolaria.md/ • Github repo: github.com/refactoringhq/tol… Let me know your thoughts!

Adding complexity is effortless with AI. Focus is not.

First podcast interview with Cursor: "We learned this from CAD, and we strongly believe this now that it is much better to be a user of the product you're building."