tech, startups, internet

How to build, scale and win in hard tech.

“Those that succeed are focused from day one on developing technology and building companies that deliver real economic value per dollar spent, not by leaning on government crutches, rich subsidies, or vague promises of economies of scale. They develop and […]

tech, startups, internet

AI raises big questions about business models.

“Traditional businesses will start to resemble software companies, operating with higher gross margins. Meanwhile, software businesses are taking on more traditional cost structures (AI compute is not de minimis like other SaaS infrastructure).” ~ learn more

tech, startups, internet

This analysis cost 27 cents.

Tomasz Tunguz is impressed by Claude Code. “This little screenshot is of Claude Code, the product I use now to write the analysis of datasets like estimating the value of a venture firm. I didn’t expect to find this feature […]

tech, startups, internet

Vibe revenue.

“Vibe revenue is money coming from customers who are paying out of curiosity, novelty, or FOMO rather than because a product solves a genuine, persistent problem in their workflow.” Side note: I feel like the word ‘vibe’ is about to […]

tech, startups, internet

Manus, a new AI agent.

The demo looks promising! I’ve applied for early access and will report back if I get it. Interestingly this was promoted as “China’s second DeepSeek moment.” The founder, Yichao ‘Peak’ Ji, has a pretty crisp American accent and his github […]

tech, startups, internet

Andrej Karpathy: How I use LLMs.

This is excellent. “The example-driven, practical walkthrough of Large Language Models and their growing list of related features, as a new entry to my general audience series on LLMs. In this more practical followup, I take you through the many […]