Joined March 2019
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23 Oct 2023
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Nate Crownlands put together an absolutely remarkable achievement that will materially speed up the pace in which we can solve brain diseases. I cannot articulate enough how big I believe this will be. (This is not paid, I fucking love and believe in Nate so much)
Human biology matters. Scientists and AI need human data to understand health and disease. Crownlands is open sourcing Gateway 4M, the largest single-cell tissue dataset ever released from living humans, to advance research on brain aging and neurodegeneration.
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I had heard maybe ~20 pitches on building AI agents to accomplish XYZ task and not a single one of them came close to the level of thoughtfulness and focus that Markie was able to articulate. Don't know her super well, but I do know this round is well deserved.
Introducing @PoeticHQ: a new AI system that executes complex multi-hour tasks with 99% accuracy and 10x fewer tokens than agents. We raised $50M at $500M from Kleiner Perkins, Founders Fund, First Harmonic, and Genius Ventures to build AI that does complex work inside Fortune 500 companies without hallucination. While code is too brittle, agents are too unpredictable. The work that runs the global economy - anti-money laundering, fraud investigations, underwriting - needs extreme accuracy. So we built a new kind of software that pairs the flexibility of AI with the predictability of code. When the world stays the same, Poetic runs fixed code: fast, cheap, identical every time. When the world changes, Poetic uses AI to regenerate its approach and find its way back to the objective. In one year, we went from zero to an eight-figure run rate as a team of four. Since then, we’ve scaled the team and executed the highest-stakes processes at AIG, SoFi, and Chime. At SoFi, a large US bank, Poetic reached 99% quality on fraud investigations in five weeks.
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1/ We’ve raised over $1B at a $26B valuation, led by @Lux_Capital, @generalcatalyst, and @8vc. Our enterprise usage has grown >10x since the start of this year, and our run-rate revenue grew to $492 M. We launched Devin two years ago as the first AI software engineer. Since then, cloud agents have gone from niche to mainstream, and today they are the fastest growing way to create software.
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Being serious: Does this immigration policy mean that if I want to marry my Canadian girlfriend, she will have to leave the country for up to two years in order for her to become a citizen? Am I missing something?
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What’s remarkable about Adam and Dean is they not only have built a remarkable business and product… But they did so in *the absolute hardest customer cohort imaginable* Absolute killers.
Introducing Grader: the world's first AI CMO for restaurants. It’s helped us drive over $1 BILLION in sales for our customers. Grader outperforms human marketing teams. See how:
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I've spent an enormous amount of time turning my entire business into something I can type into the command line and my business life has basically become a video game.
Do not compete with an ADHDer who has found a way to make the work fun. You will lose. While you are relying on finite resources like "discipline" and "willpower," they are running on raw, renewable dopamine. It is not "productivity" anymore. It is a compulsion. They will work for 14 hours straight simply because they forgot how to stop.
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My buddy Josh is 31 with a biological age of 16. People IRL constantly assume he is 21-22 years old. @bryan_johnson he's coming for your crown.
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Measure 10x, cut once.
Sequoia’s @shaunmmaguire explains how @elonmusk builds companies differently from others: “It’s kinda crazy people don’t understand the pattern yet.” “Elon builds gigafactories that are not producing any cars or revenue for 5 years. And then immediately starts making a million cars.” “[SpaceX] spent almost decade trying to get from Falcon 9 to Falcon 9 reusable. And then very quickly to get Starlink going.” “Now, they’ve been spending almost a decade on Starship— $0 of revenue from Starship today, but it’s about to be an unbelievable amount.” “With xAI, they’ve been building the biggest coherent training clusters in the world. They’re just not really focused on monetizing them right now.” “I think @xai is going to shock people with the scale it gets to quickly.”
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I still find it mind blowing this video was made in 2014
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Any time my agent uses an MCP instead of an API it messes it up 60 % of the time MCP is the dumbest most unnecessary invention of all time why do people not use APIs I do not understand
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Set up a digital ocean droplet, install coding agent (Droid/CC/Codex) on it, then connect to it via Termius on your phone. Install GitHub CLI, AWS/GCP CLI, add Postgres credentials to the agents md file and the CLI tool you use to deploy sites (Netlify/Vercel).
31 Dec 2025
Wish I could vibe code in bed with Claude Code instead of doom scrolling - what’s the best option to do this?
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24 Dec 2025
Programming with Opus 4.5 is the most fun I’ve had since the iOS 8 jailbreak in 2014
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12 Dec 2025
One of the coolest things about growing up is watching some of your friends shape the world.
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12 Dec 2025
One thing I haven't heard in Silicon Valley is most tasks don't benefit from additional intelligence beyond a certain point. The dropping cost of intelligence will matter way more than maximum model capabilities in the medium term.
11 Dec 2025
OpenAI improved efficiency by ~400x in one year, from $4,500 per problem, now down to about $12. Another year of similar gains would get the cost down to $0.03. Notably, human labor doesn't generally become 400x cheaper in a single year.
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12 Nov 2025
It’s quite sad to watch the degradation of most of our elite institutions (universities, Mag 7, venture funds) from artisan-run boutiques into daycare factories for hyper-optimizer nerds living in extended adolescence.
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23 Oct 2025
Probably my favorite thing I’ve learned from Hormozi was his explanation of the difference between working with an expert vs an amateur. The difference between an expert and an amateur is simply the amount of reactive instruction required by you in order to achieve a certain outcome. Experts are people for whom you can provide very little initial context or correction and they’ll be able create the scaffolding for something spectacular. Amateurs need hand holding and extreme accountability mechanisms, all the time. It genuinely takes more time to instruct somebody to do something correct than it does to do it oneself. I know a Ben Horowitz tweet is going viral right now for saying “Hire A players” is super obvious, but I genuinely believe that the power law for talent is real improvement on the morale of the founders (and rest of the management team) from working with exceptional talent is genuinely hard to overstate. I’ve only heard very few people talk about the cognitive relief that you get when you can finally work with a killer VP (expert). There is, without exaggeration, a genuine 100x difference in your own stress levels between somebody who you trust 70% vs. 110% to execute a function.
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20 Oct 2025
Ryan fixed my Google ad account last year when nobody else could. He did not charge me. He did not know me. He deserves every single penny.
20 Oct 2025
I spent $302,000 today on YT Ads
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23 Aug 2025
Seeing a lot of comments on this and wanted to put my guess in on what’s going on: CalAI Cohort of apps do 3.6M/mo in revenue — that’s real. That said, they’re putting a lot of that money into growth, so my guess is ~15% net margins. That means ~$500K/mo in take home, pre-tax. ~$300K/mo take home, post tax (California LLC Income Tax). Split between 3 (I think) co-founders =~$100K/mo each. Despite building an illiquid net worth of high 8 figures, maybe low 9 figures each, but I’d be shocked if they had more than a low 7 figure liquid net worth, each. Organic acquisition $1.75K/ticket = Only 180 people need to sign up for them to make as much money this month from this as they do from they do from the several hundred thousand people that use CalAI. It makes sense for them to want a bit more liquidity. And there’s no better model than info for short term liquidity. Additionally, @blakeandersonw has been talking about teaching people how to do what he’s done for years. This isn’t out of character for him to want to share what he’s made. Why not make money from it / attract the people who are most willing to actually commit to making a change?
Course live now
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5 Aug 2025
I have been incredibly fortunate to be able to work with this team. @varungupta @tonsing and the whole Caffeinated Crew are world class. I could not ask for better partners.
Today, we are launching a new brand identity for Caffeinated, one that we believe captures our evolution as a firm since our beginnings in 2008, the partnerships we have built with some of the world’s best founders, and our guiding philosophy.
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13 Jul 2025
Grateful to be alive, for my friends, my partners, my family, and for the opportunity to pursue what I love daily.
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