Nik Storonsky is one of the most hardcore and competitive founders I’ve ever talked to. He’s the founder of Revolut, a $115 billion company, and wants to be the number one bank in 100 countries. When someone asked Nik if he was coming for Jamie Dimon's lunch, he said “I’m coming for his dinner.” “We want to dominate, otherwise what’s the point?” He removed every VC from his board, and when one investor pushed him too far, he started his own fund to compete with them. Nik has a lot of ideas on talent, product design, marketing, constraints, and what makes founder-led companies special. This is a fascinating conversation about competition, speed, and building a machine-like company. 0:00 Coming for Jamie Dimon's dinner 2:04 Building the #1 bank in 100 countries 6:12 Why founders beat professional CEOs 8:45 Revolut's biggest mistake 12:47 Why legacy banks can't innovate 17:20 Running a company like a machine 20:28 Funding winners and cutting losers like a trader 23:31 How AI is changing Revolut's team structure 25:23 50 direct reports and spreading innovation fast 29:59 Hiring self-guided missiles 33:31 Too much money makes founders weaker 37:38 What Europe's constraints taught Revolut 41:08 Why VCs are like football cheerleaders 49:28 Starting a fund to compete with VCs 54:28 From zero marketing to buying Europe's airports 1:00:21 Funding moonshots like a global tech company 1:03:58 Building an unstoppable machine Includes paid partnerships.

defining a new category: phone-use an mcp/api that gives ai agents their own phones cloud phones. real androids. real iphones. tell your agent what to do, and it can operate a phone just like you do. today, ai agents face three fundamental problems and phoneuse solves them 🧵

Frontier intelligence is getting better at acting. What it still lacks is an understanding of the world it acts within. For enterprises, that world is not just documents and static retrievable context. It is the enterprise as a dynamic system, including the context and traces that change the static world. Robotics learned that capable policies require representations of their environments. We think the same will be true for enterprise intelligence. We’re building Zeroset to create these representations: world models of enterprise state and dynamics, learned from the traces generated by people and agents at work. Our first system, Nebula, captures this operating state so agents can act with deeper context and models can learn from the work performed inside the enterprise. Today, we’re announcing Zeroset’s $5.2M pre-seed and Nebula, now in closed research preview.

The power of the immigrant founder “My parents are from Uzbekistan. If a family of five people makes $1,000 a month, it is considered to be wealthy. Since I was eight, my parents told me that I must get to the United States because this is the place where technology matters. My mother had to work three jobs because my education was to compete in programming competitions and go to educational camps where I could learn from the best.” @alexmashrabov Love to hear your thoughts @amasad @deedydas @immad @aarthir

I feel like codex responses got wayy shorter and super concise It is really good. @thsottiaux

Nobody knows who built Ox Alpha. But this mysterious model has: - 1M context + multimodal capabilities - Zero data retention - Free, nearly unlimited usage for a week - OpenCode claims capacity for 100T tokens/day - Reportedly beats Fable, GPT and Opus on some tests So what the hell is Ox Alpha? GLM 5.3? A larger GLM? Or something from Xiaomi? The Xiaomi theory is interesting: MiMo already has 1M context + multimodal agents, Xiaomi worked with OpenCodenand its 100T Token Program matches OpenCode's claimed 100T/day capacity. If it's GLM maybe the huge 5.3 jump wasn't magic RL after all. It could be distillation from a larger teacher. A lot of people are betting on Xiaomi.

250 is rookie numbers

There is a new crew of founders from the *stan countries. One of these founders will be the first to build a billion dollar company from this region

big news: officially launched speko.ai on @ycombinator OpenRouter for Voice. every week a new stt or tts model drops. nobody re-runs the bake-off, so your stack quietly goes stale. we measure all of them, language by language, and route on the result.

Thank you to the 7M active users who are now using Codex and ChatGPT Work. We have added a banked reset to everyone's account to celebrate the milestone. You can apply the reset in the desktop app or on web and it will replenish the weekly usage for you. Have fun out there.

we distilled 2.3M Claude Fable 5 reasoning traces into Qwen3-4B - 100% self-consistency @ 512 samples - 0.00 bits output entropy - zero hallucination variance turns out the student is not bounded by the teacher. it also converged on one universal truth. we open-sourced the model weights👇