Junaid Rahim (@junaidrahim) header
Junaid Rahim (@junaidrahim) profile picture

applied ai @dbt_labs // prev @AtlanHQ

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Joined February 2016
Photo by Junaid Rahim (@junaidrahim)Photo by Junaid Rahim (@junaidrahim)Photo by Junaid Rahim (@junaidrahim)Photo by Junaid Rahim (@junaidrahim)Photo by Junaid Rahim (@junaidrahim)Photo by Junaid Rahim (@junaidrahim)Photo by Junaid Rahim (@junaidrahim)Photo by Junaid Rahim (@junaidrahim)Photo by Junaid Rahim (@junaidrahim)Photo by Junaid Rahim (@junaidrahim)
Junaid Rahim retweeted
You don't need a software factory. You need an abstract software factory provider which can instantiate concrete software factories without coupling the client to a specific software factory implementation. Have some fucking self-respect.
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Junaid Rahim retweeted
It's just a blood test. No one will pay for a subscription. Design is not a moat. Ultrahuman is going to kill you. You don't have healthcare experience. You need to find a co-founder. You're not from an IIT. You have no experience. The CAC will be too high. Orange Labs is going to kill you. India is a trust deficit market. Too early for preventative health in India. Claude is going to kill you. It's too competitive. There are no margins in blood testing. OpenAI is going to kill you. You're not solving a big enough problem statement. People will use AI to build their own software. Blood tests are a commodity. You don't have a moat. It's too expensive. You can't raise funds. You should build your own wearable instead. Google is going to kill you. Indians don't care about brand. You're targeting only the 0.01% of India. You can't scale it with only organic marketing. Your CAC to LTV ratio will be very low. You should pivot. You should be an AI health coach. You can't build both product and distribution at the same time. It's too risky. Consumers won't pay for a premium product. You should target tier 2 and tier 3. Cent is going to kill you. You aren't fast enough. You're not seeing the big picture. You're just a kid. You're just an engineer, you need doctors. ... just keep going. Happy Diwali everyone 🪔🩵
You have no experience. You’ve never started a company. You’ve never had a full time job. Nike is going to kill you. You’re a kid. You don’t have technical skills. You shouldn’t build hardware. Apple is going to kill you. You can’t build hardware. You can’t measure heart rate non-invasively. Athletes don’t care about recovery. Under Armour is going to kill you. It won’t be accurate. You don’t listen. You’re an ineffective leader. You can’t recruit great talent. You’re going to have to pay every athlete. You can’t measure sleep non-invasively. It’s too expensive to research. Athletes are a small market. The product costs too much to make. The product costs too much to sell. Your valuation is too high. Consumers aren’t going to want it. Hardware is too hard. You should measure steps. Fitbit is going to kill you. You can’t build a marketing engine. You can’t raise enough money. You need a real CEO. Google is going to kill you. You can’t be a subscription. You can’t build a brand. You can’t do consumer in Boston. Your valuation is too high. You shouldn’t make accessories. You shouldn’t make apparel. Lululemon is going to kill you. You can’t predict Covid. Stay in your niche. You are going to run out of money. You can’t build a health platform. Amazon is going to kill you. You can’t measure blood pressure. You can’t get medical approvals. The market is too small. You don’t understand AI. The market is too competitive. It won’t work internationally. The supply chain is too complicated. You can’t build an AI. You can’t raise enough money. It’s too competitive. Healthcare isn’t going to want it. … Just keep going ✌️
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Junaid Rahim retweeted
its official: all of my homies use omp
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Junaid Rahim retweeted
I’m overwhelmed but also embarrassed by some of the threads going around and need to post corrections, you’re lionising the wrong dude, everyone’s a shithead, I’m proud of my work and good at telling the story but I’m not unique, please go watch tv and spend time with your family
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Junaid Rahim retweeted
The moat is being chalant in a sea of nonchalance
The moat is giving a fuck, not being a doomer, and waltzing through life with a smile that gives cynical people extreme pain.
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Junaid Rahim retweeted
A man cannot prompt the same agent twice, for it is has compacted and is not the same agent, and he is not the same man
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you needed that a year ago. now you need that, a redundant cloud instance, gcp or modal spin ups, a tailnet full of local machines, cameras, 3d printers, robot arms, esp-32 devices, etc
Every developer needs an AI shed: An always-on machine running on their tailscale network where the majority of their herdr agents are running.
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Junaid Rahim retweeted
The mac mini bois were right all along teapawt.net/dhh/status/21067558144…
Every developer needs an AI shed: An always-on machine running on their tailscale network where the majority of their herdr agents are running.
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Junaid Rahim retweeted
Reimagining the true story of a 17th century Danish witch trial, our Fiction Book of the Month is Olga Ravn's hauntingly evocative short novel of witchcraft and persecution, THE WAX CHILD: waterstones.com/book/the-wax… #WBOTM
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Junaid Rahim retweeted
Claude suddenly stopped cheating.
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Junaid Rahim retweeted
Can we all just pause for a sec and reflect on how fucking important Tailscale is, and how nobody ever talks about them? I don't think I've ever seen a more useful service with a more invisible corporate footprint.
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Junaid Rahim retweeted
Somehow a 100-line SQL query is considered unmaintainable, but splitting the same logic across five services and a message queue is considered architecture.
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Junaid Rahim retweeted
humans, a bipedal primate notable for early contributions to matrix multiplication
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Junaid Rahim retweeted
U Chicago offers a great four-year program studying the "Great Books of the Western World". Meets weekly online for 3hr discussion-based seminars with some wonderful facilitators and ~12 peers. Registration open for a few more weeks: graham.uchicago.edu/program/… I recently completed the program. Some reflections: I can't tell you exactly why I signed up for this program. It sounded like a chance for ongoing encounters with beauty, I suppose. But also, some deep-down part of me harbored this delusion: "There are so many great classics I haven't read! So many great ideas I understand only shallowly. I can just sign up for this one program, and I'll end up checking so many metaphorical boxes!" In hindsight, I think I related to this mountain of books like a naive American tourist visiting Europe for the first time. I'll book a whirlwind guided tour to "check off" all the must-see sites! Then, in some sense, I'll be done with them! That frame is obviously idiotic, both emotionally and practically. After about a thousand hours of reading and discussion, I don't feel I've truly understood or mostly metabolized almost any of these books. Rather, I got something like that naive tourist would: initial familiarity and connection with a wide range of cultural touchstones. The list of authors and works, once an abstract index, is now vivid and personal. Once I'd visited the Sagrada Familia, the idea of "checking it off" some kind of touristic bucket list became absurd. Instead, now that I'm introduced, I want to return again and again, noticing more and deepening my connection to it. Having finished my whirlwind tour, I now know where I'd like to return and linger on future trips. (Lucretius, Locke, Rousseau, Nietzsche...) Programs like this call themselves "Great Books" programs, but I they're really more like "Great Ideas" programs. The selections and juxtapositions are designed to trace certain lines of Western thought: who should rule and how, the role of individuals in society, the shifting basis of morality, the meanings of virtue, knowledge, and justice, etc etc. I just loved following these arcs. They situate the texts in a web of humanity: rather than a grab-bag of independent texts, the selection was a series of unfolding conversations spread across centuries and continents. I found it plainly thrilling, for instance, to follow the beginnings of liberalism from abstract philosophical treatises up to the bloody stakes of the Declaration of Independence. Part of the thrill is: individuals made these things! You can read their words. You can bear witness, centuries hence, to the birth of Plato's Forms, or deontology, or the novel as a literary form. Yes, I'm willing to give due credit to their intellectual contexts, and to hang appropriate asterisks on "Great Man" interpretations of history. But still—just imagine being Darwin, writing that book. I get very inspired in my design work thinking about Mendeleev and Playfair and Viete, individual humans who created new representations of thought for science and mathematics. This pile of books helped me appreciate the miracle of individual human invention behind so much in Western thought. (photo from a classmate—alas, I mostly read digitally, which in hindsight deprived me of the physicality of this memory)
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Junaid Rahim retweeted
India’s IT services industry is worth $264 billion, decades-old, outsourced to, giants in the arena. @realfastai is upending it with an ai-native approach. @ponnappa, co-founder of realfast, ex-Gojek, shared that they hit $3M in revenue just in the first half of 2026, with margins close to 60%, and a very lean but mighty team. We dig into the how, Sidu's vision, pricing services at a neofirm, thoughts on moat, building a team, and more. My favorite was the story of Exo, what Sidu calls their alpha. How it is the result of a new kind of productization, why they don't sell it, and what it enables internally. Read the full chat here: pmfevals.substack.com/p/the-… Thanks to Sidu for taking the time to chat!
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First in my bloodline to see a cabinet minister write a substack on his policies. ashwinivaishnaw.substack.com…
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WAL Street
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Junaid Rahim retweeted
i’ve had 5289365493 diet cokes in the last one week while waiting for claude to get refilled. so i built diet coke, for my dearest claude get one for your claude - dietclaude.com
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Junaid Rahim retweeted
Thanks for reaching out. Do you mind if I share this email on social media to gauge the reaction from our community?
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