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startupspells.com
The reason they did this is because of Anthropic's IPO.
The people who will buy Anthropic's IPO have to take money out of somewhere and that will come out of Google.
It means Google loses its share price. Hence, the announcement happened.
Tao Te Ching in Business!!
Its literally in the name.
Hardware = Hard
Software = Soft
aws made the industry soft. we're used to them handling all the hard problems and everyone can be a pure product company with 85% margins
ai infra is not mature enough for this but everyone is pretending like they can offload the actual work to someone else
it's why there's 27 model router products. even most inference companies do the bare minimum on compute someone else set up
and it all feels successful because there's so much money around it's hard to justify doing the hard thing when the easy thing is profitable
but the gap between what openai, anthropic, deepseek, moonshot and everyone else is huge
and it's easy to forget that someone actually has to do the work to close it
World is built for & around women. Examples:
1. Games of Thrones: youtube.com/watch?v=nql07h-c…
2. Dave Chappelle: youtube.com/watch?v=s5hu7o2Q…
3. Chris Rock: youtube.com/watch?v=jsOnXSuM…
Comedy is basically telling truth in disguise of making people laugh.
Best comedians are philosophers.
I never really knew about this until my expert SEO friend told me:
Think about what you would do if you were trying to prevent spam.
That's how I learned manual penalty happens too. Because I always like automation being a programmer.
This is wisdom from a veteran!!!
Case study on manual penalty:
teapawt.net/bdlowery/status/181660…
This is just dumb.
Every company pushes it fake at first. That's how you get engagement rolling.
Only time you can get away with doing it is if your product is novel.
In post AI world, it's impossible to be novel since we got Einstein's in our pockets.
“Everything seems fake now.”
.@lulumeservey on companies paying for retweets on their product launches:
“Every launch uses the same slop cinematic video, same template.”
“Half of them, you go to the engagement—it's completely fake.”
“You can just start to tell that the amount of engagement this thing has is completely disproportionate to how interesting it actually is. And when you look through the people engaging with it, it's all some random account in a developing country that has no other tweets other than shilling products like this.”
“When that happens, I write off the entire company as fake.”
“I don't think, ‘This was a fake video or fake engagement.’ I think to myself, ‘It's a fake company with a fake founder. I will never buy their product or do business with them. I would never recommend somebody go work with them. The whole thing is fake.’”
“It's better to put out something that truly represents the best version of what you’re doing that might get lower engagement, but the people who are engaging are actually real people, and they care. It's better to get 50 people who feel like this is speaking to them than to get 4,700 retweets that seem obviously fake.”
Deepseek API price raise is because of the investment fund's losing money.
I guess it's hard master 2 different businesses.
Elon is one of a kind.
"Every admission is a confession."
BTC in shambles. Many lives will be lost & destroyed.
If you are rich, always divide your wealth.
Get rich with 1 thing. Stay rich with multiple things. Only time I think of multiple bets.
Replying to @blk014
It’s when the project makers could have a “bug” in the entropy generation for later retrieval.
Woah, some good marketing/PR here lol.
This will be covered everywhere in news.
In any case, both win!
Either @AnthropicAI is terrible at building sandboxes... or excellent at marketing. (or both)
But enough with the “we created a hacking monster” games.
Do it for real.
I put this in an @BitGo wallet for you. Go get it.
100 BTC:
bc1qg4jcyumevszta3rs869v9jrf6rz9z360svp03jsl5xcryfd7xqvs4hurnq
This is a good essay but wrong analogy by both Travis Kalanick & him.
You can easily tell these people have never actually ran a half-marathon.
Circle of competence & all that. I know the smartest people say dumbest shit when they speak on topic they know nothing about.
Holy moly, what a nice growth hack!!
I love GPT-5.6 Sol High because it lets me build good DSPy/GEPA pipeline for going for article to OG image without consuming too many tokens.
Example:
Or… what if we gave you $100 in Codex credits if you tell us what you love about GPT-5.6 Sol or why you switched?
Tweet it, claim your gift, enjoy more usage. First 10k get the free tokens!
switch-to-codex.openai.chatg…
Large % of programmers choose programming because its the way to get rich.
Remember, there is a reason everyone loved watching The Social Network which told programming is how you get rich.
And its goddamn true.
I’m convinced that a large % of programmers don’t actually like computers.
As a side effect, are also perfectly happy to throw away their reasoning to a model as soon as they can.
I don’t get it, at ALL. Don’t you *LIKE* understanding the magic of the machine?
You do realize hand-programming (I hate that I even have to specify hand now) is fun…right?
Holy cow, this is so good.
I feel like language learning is gonna be easy with this.
Or maybe you don't even have to learn a language with this.
Crazy fookin good!!
AI for all means AI for all.
But the poor ones get PhD experts while rich ones get scientists.
TL;DR Get as rich as possible as fast as possible
We are now in a position where a tiny proportion of the population uses Fable or soon GPT-5.6, while everyone else's experience of AI is 8-30b-model level - Google's AI Overviews, Meta AI, ChatGPT free tier, maybe MS Copilot at best. People outside of tech must be completely baffled how this is supposed to take their job, and annoyed that hundreds of billions are being poured into it.
TIL Chinese livestreamers who uses 100s of phones tweak angles on their phones to avoid getting detected.
Holy shit, I did some basic research on this & I feel like this uses:
1. DSPy/GEPA
2. Manus' file-based approach
3. Custom Language (maybe???)
4. OCR
5. Chinese models
Is there another breakthrough here? Or maybe we've never seen standalone DSPy/GEPA in production before.
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.
I feel like I'm close here but I'm an AI/ML noob.
But having taken the DSPy/GEPA pill, I don't doubt it as I did see this expert feedback thing there.
Chances are someone with biz-savvy can create a $100M MRR SaaS on just DSPy/GEPA.
We'll see in ~1 year.
Looks like Sand is the secret sauce.
I loved the interview where the founder said "deterministic code" bcz its such a simple idea but no one actually thought like that.
Another brilliant definition I got:
SaaS has 90% margins bcz code is cheap.
teapawt.net/erikbzhang/status/2064…
New chapter – I’ve left Palantir to join the team @poetichq!
Having spent the last year and a half immersed in enterprise AI, it became a no-brainer that Poetic is the team to bet on.
The thesis: the industry is inundated with flashy demos and shallow wins. Poetic is different: we’ve proven out 8 digits of savings in months, and this is just the beginning.
Most importantly, nobody does it like us. Through Sand (our own coding language/DSL), Poetic uses LLMs to compile half-code, half-English into mostly deterministic workflows, then runs them with as little inference as possible in production.
That makes the product faster, cheaper, and more reliable than using an agent at every step. And once SOPs, videos, and tribal knowledge are systemized as code running at the nines of accuracy, you can backtest, diff, and govern your runbook like software.
On a personal level, I’ve loved every single person I’ve met here. Every story I hear about why someone is here deepens my conviction. The level of intensity and talent at Poetic is deeply energizing.
We are now bottlenecked by talent. We’re hiring. Shoot me a DM:)
Only reason he's mad is he makes $1M per month now.
Most people never get to that 2nd phase.
But the only reason he got that 2nd phase is because of the $8M exit which gave him peace of mind - Maslow's hierarchy.
Money makes everything easy. Don't let anyone fool you otherwise
if you're selling your startup - don't
I sold my startups for $8m & I'll never sell again
quick context: I sold Tweet Hunter and Taplio for $8m in 2024. $2m upfront, the rest as an earnout based on performance - on paper, a dream exit
in reality, 3 things broke me
first, I gave up my baby. the products I spent years building, the vision I had in my head
all of it went to someone else. and now I sit here watching the new owners ship things I'd never ship, kill features I loved, and just make the product shitty
looking at Tweet Hunter like this hurts more than I expected it to 😞
--
second, the earnout was kind of a 2-year prison
we wanted a high multiple, so we agreed to performance-based milestones
that meant 2 years of waking up every single day knowing the only thing that mattered was hitting aggressive revenue targets
I was technically still running the company but I had a boss now: the contract 🥲
hitting milestones used to feel like winning but with an earnout it flips. every win is just dodging a loss
and missing one doesn't feel like falling short - it feels like being a loser
--
third, the money itself breaks you - nobody warns you about it
you have no idea what to do with that kind of money
you don't get the time to adjust to it and you start taking bad decisions. you stop identifying as the same person you were before and you go a little crazy, faster than you think
and then comes the worst part
after all this, when I got back to building, I realized everyone around me already saw me as the "successful guy who exited" and that froze me
for months I couldn't ship anything new because I was scared of breaking the perception
I've talked to a lot of founders who sold their companies. every single one of them feels this
but I got back to it anyway - building is what I love
and today I'm building a SaaS portfolio that crossed $1m MRR this year
so if you're sitting on a term sheet right now, do me a favor
don't read what the buyer is offering
read what you'd be giving up
and then make a decision
For this bit, I didnt mention that you can run dspy.ProgramOfThought which just uses DSPy to write deterministic code that you can run again & again.
I feel like once you know a bit about programming, AI, & biz, you can make connections easily.
"Easy idea, taken seriously."




























