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Since the start of the year, OpenCode (YC W21) — an open source alternative to Claude Code and Codex that works with any model — exploded to 4.6 million weekly active users, 13 million monthly actives, and roughly $40M in annualized revenue. In this episode of The Lightcone, Harj...

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Y Combinator

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710,042 views • 4 days ago •via X (Twitter)

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I went to Miami to chat with dax, co-founder of OpenCode. We talked about the future of software engineering, coding agents, and why open source matters more now than ever. Timestamps: 0:00 Intro 5:30 Miami vs San Francisco tech scene 15:05 OpenCode origin story, scaling while open-source 25:03 OpenCode vs. Anthropic: owning models, open-source AI 33:36 AI hardware shortages, predicting the future 42:15 The bet of open-weight models, China vs. US 48:34 Why inference is hard, economics of intelligence 55:36 Will developers be automated? Software engineering as a craft 1:11:02 Advice to founders, building in public, marketing I had so much fun making this with Lan. Enjoy!
1:29:53

I went to Miami to chat with dax, co-founder of OpenCode. We talked about the future of software engineering, coding agents, and why open source matters more now than ever. Timestamps: 0:00 Intro 5:30 Miami vs San Francisco tech scene 15:05 OpenCode origin story, scaling while open-source 25:03 OpenCode vs. Anthropic: owning models, open-source AI 33:36 AI hardware shortages, predicting the future 42:15 The bet of open-weight models, China vs. US 48:34 Why inference is hard, economics of intelligence 55:36 Will developers be automated? Software engineering as a craft 1:11:02 Advice to founders, building in public, marketing I had so much fun making this with Lan. Enjoy!

Madison Kanna

265,026 views • 22 days ago

Supabase (YC S20) is one of the fastest-growing developer platforms in the world, with more than 10 million developers using it. As AI coding agents like Claude Code, Lovable, Bolt, and Codex have taken off, they've become the backend powering millions of AI-generated apps. At Startup School Paris, Supabase co-founder and CEO Paul Copplestone (Paul Copplestone - e/postgres) sat down with YC's Nicolas Dessaigne to discuss why AI coding agents have changed the way developers build software, how open source helped Supabase compete with the cloud giants, and why the next frontier is self-driving databases. 00:56 — Paul's Origin Story 02:13 — Two Failed Startups First 04:12 — Why Postgres? Why Open Source? 07:11 — The Pivot That Actually Worked 08:03 — Targeting YC Startups from Day One 09:45 — Fully Open Source — The Risky Choice 12:04 — Winning Developer Trust 13:33 — Time to Value: 8 Minutes → 5 Seconds 15:45 — The AI Second Life Begins 17:48 — Supabase for Platforms 19:09 — Everything Going Up Into the Right 20:44 — When Agents Became the Users 22:26 — Advice for Founders Building Dev Tools Today 23:47 — Why Open Source Won the LLM Era 25:32 — $500M Round, $10B Valuation 26:01 — What Keeps a Founder Grounded 28:31 — 360 People, 60 Countries, Zero Offices
31:20

Supabase (YC S20) is one of the fastest-growing developer platforms in the world, with more than 10 million developers using it. As AI coding agents like Claude Code, Lovable, Bolt, and Codex have taken off, they've become the backend powering millions of AI-generated apps. At Startup School Paris, Supabase co-founder and CEO Paul Copplestone (Paul Copplestone - e/postgres) sat down with YC's Nicolas Dessaigne to discuss why AI coding agents have changed the way developers build software, how open source helped Supabase compete with the cloud giants, and why the next frontier is self-driving databases. 00:56 — Paul's Origin Story 02:13 — Two Failed Startups First 04:12 — Why Postgres? Why Open Source? 07:11 — The Pivot That Actually Worked 08:03 — Targeting YC Startups from Day One 09:45 — Fully Open Source — The Risky Choice 12:04 — Winning Developer Trust 13:33 — Time to Value: 8 Minutes → 5 Seconds 15:45 — The AI Second Life Begins 17:48 — Supabase for Platforms 19:09 — Everything Going Up Into the Right 20:44 — When Agents Became the Users 22:26 — Advice for Founders Building Dev Tools Today 23:47 — Why Open Source Won the LLM Era 25:32 — $500M Round, $10B Valuation 26:01 — What Keeps a Founder Grounded 28:31 — 360 People, 60 Countries, Zero Offices

Y Combinator

53,817 views • 5 days ago

Claude Code is a major (and accidental!) hit for Anthropic that surprised even its creator, Boris Cherny. Claude Code, an Agentic AI coding product that lives in the terminal. Most of the new code at Anthropic is created through it today. And in the last 5 months since it was launched publicly, Claude Code went from $0 to $400M in revenue run rate (as per The Information). 00:00 – Intro 01:15 – Did You Expect Claude Code’s Success? 04:22 – How Claude Code Works and Origins 08:05 – Command Line vs IDE: Why Start Claude Code in the Terminal? 11:31 – The Evolution of Programming: From Punch Cards to Agents 13:20 – Product Follows Model: Simple Interfaces and Fast Evolution 15:17 – Who Is Claude Code For? (Engineers, Designers, PMs & More) 17:46 – What Can Claude Code Actually Do? (Actions & Capabilities) 21:14 – Agentic Actions, Subagents, and Workflows 25:30 – Claude Code’s Awareness, Memory, and Knowledge Sharing 33:28 – Model Context Protocol (MCP) and Customization 35:30 – Safety, Human Oversight, and Enterprise Considerations 38:10 – UX/UI: Making Claude Code Useful and Enjoyable 40:44 – Pricing for Power Users and Subscription Models 43:36 – Real-World Use Cases: Debugging, Testing, and More 46:44 – How Does Claude Code Transform Onboarding? 49:36 – The Future of Coding: Agents, Teams, and Collaboration 54:11 – The AI Coding Wars: Competition & Ecosystem 57:27 – The Future of Coding as a Profession 58:41 – What’s Next for Claude Code
1:00:16

Claude Code is a major (and accidental!) hit for Anthropic that surprised even its creator, Boris Cherny. Claude Code, an Agentic AI coding product that lives in the terminal. Most of the new code at Anthropic is created through it today. And in the last 5 months since it was launched publicly, Claude Code went from $0 to $400M in revenue run rate (as per The Information). 00:00 – Intro 01:15 – Did You Expect Claude Code’s Success? 04:22 – How Claude Code Works and Origins 08:05 – Command Line vs IDE: Why Start Claude Code in the Terminal? 11:31 – The Evolution of Programming: From Punch Cards to Agents 13:20 – Product Follows Model: Simple Interfaces and Fast Evolution 15:17 – Who Is Claude Code For? (Engineers, Designers, PMs & More) 17:46 – What Can Claude Code Actually Do? (Actions & Capabilities) 21:14 – Agentic Actions, Subagents, and Workflows 25:30 – Claude Code’s Awareness, Memory, and Knowledge Sharing 33:28 – Model Context Protocol (MCP) and Customization 35:30 – Safety, Human Oversight, and Enterprise Considerations 38:10 – UX/UI: Making Claude Code Useful and Enjoyable 40:44 – Pricing for Power Users and Subscription Models 43:36 – Real-World Use Cases: Debugging, Testing, and More 46:44 – How Does Claude Code Transform Onboarding? 49:36 – The Future of Coding: Agents, Teams, and Collaboration 54:11 – The AI Coding Wars: Competition & Ecosystem 57:27 – The Future of Coding as a Profession 58:41 – What’s Next for Claude Code

Matt Turck

82,161 views • 11 months ago

2025 was the year AI stopped feeling chaotic and started feeling buildable. On the Lightcone Podcast, Garry Tan, Harj Taggar, Diana, and Jared Friedman break down the surprises of the year, from shifting model dominance to why the real opportunity is moving back to the application layer, and why the next wave of AI startups may be just getting started. 00:50 - Anthropic models are most preferred in the latest YC batch 05:36 - Why aren’t there more AI consumer apps? 07:01 - Swapping models in and out is becoming the norm 09:08 - The big AI bubble question 14:37 - Space as the solve for data centers and energy 17:29 - Interest in starting model companies 21:01 - Vibe coding became a big category 22:23 - AI economy has stabilized 23:38 - The AI 2027 piece 25:49 - Founders still need to hire teams
30:22

2025 was the year AI stopped feeling chaotic and started feeling buildable. On the Lightcone Podcast, Garry Tan, Harj Taggar, Diana, and Jared Friedman break down the surprises of the year, from shifting model dominance to why the real opportunity is moving back to the application layer, and why the next wave of AI startups may be just getting started. 00:50 - Anthropic models are most preferred in the latest YC batch 05:36 - Why aren’t there more AI consumer apps? 07:01 - Swapping models in and out is becoming the norm 09:08 - The big AI bubble question 14:37 - Space as the solve for data centers and energy 17:29 - Interest in starting model companies 21:01 - Vibe coding became a big category 22:23 - AI economy has stabilized 23:38 - The AI 2027 piece 25:49 - Founders still need to hire teams

Y Combinator

102,635 views • 7 months ago

We're entering a new era of software where a single person, working with AI agents, can build products that previously required entire teams. In this episode of the Lightcone Podcast, they break down the rise of AI coding agents, "tokenmaxxing", and the emerging workflows behind tools like Claude Code and OpenClaw. They discuss why AI systems today feel less like productivity tools and more like collaborators, why the future of AI should be personal and user-controlled, and how founders are starting to build software in completely new ways. 00:00 — Will you control your AI? 00:47 — Coding again after 13 years 01:56 — Rebuilding a startup with Claude Code 05:50 — Software that thinks like a journalist 07:09 — The rise of “tokenmaxxing” 10:07 — The accidental creation of GStack 14:21 — The workflow behind 400x output 20:59 — Thin Harness, Fat Skills 24:35 — AI agents are like Ferraris 27:12 — The future of personal AI 38:37 — Buying back time with tokens
41:29

We're entering a new era of software where a single person, working with AI agents, can build products that previously required entire teams. In this episode of the Lightcone Podcast, they break down the rise of AI coding agents, "tokenmaxxing", and the emerging workflows behind tools like Claude Code and OpenClaw. They discuss why AI systems today feel less like productivity tools and more like collaborators, why the future of AI should be personal and user-controlled, and how founders are starting to build software in completely new ways. 00:00 — Will you control your AI? 00:47 — Coding again after 13 years 01:56 — Rebuilding a startup with Claude Code 05:50 — Software that thinks like a journalist 07:09 — The rise of “tokenmaxxing” 10:07 — The accidental creation of GStack 14:21 — The workflow behind 400x output 20:59 — Thin Harness, Fat Skills 24:35 — AI agents are like Ferraris 27:12 — The future of personal AI 38:37 — Buying back time with tokens

Y Combinator

67,145 views • 2 months ago

chat, is starknet gaming cooked? for episode two, loaf has joined me to talk about ai agents in gaming, eliza and Daydreams.Systems (x402, 8004 agents) . timestamps loaf introduction 00:46 what are ai agents? 01:16 what will gaming look like with ai agents? 02:02 whats the point of gaming with ai agents? 04:06 why is onchain gaming the ideal playground for AI agents? 05:11 is a gaming revolution imminent? 07:00 eliza & daydreams 08:36 endgame of ai agents and onchain games 13:33 when and where to play using agents 16:58 final remarks 18:47
19:44

chat, is starknet gaming cooked? for episode two, loaf has joined me to talk about ai agents in gaming, eliza and Daydreams.Systems (x402, 8004 agents) . timestamps loaf introduction 00:46 what are ai agents? 01:16 what will gaming look like with ai agents? 02:02 whats the point of gaming with ai agents? 04:06 why is onchain gaming the ideal playground for AI agents? 05:11 is a gaming revolution imminent? 07:00 eliza & daydreams 08:36 endgame of ai agents and onchain games 13:33 when and where to play using agents 16:58 final remarks 18:47

shadowfax

37,573 views • 1 year ago

François Chollet (François Chollet) has spent years asking a different question than most of the AI world. Instead of scaling what already works, he’s trying to understand what intelligence actually is and how to build it from first principles. In this episode of the Lightcone Podcast, he traces that path from his early work on deep learning to the creation of the ARC Prize, and the launch of ARC V3, a new benchmark designed to measure something deeper than performance: the ability to learn, adapt, and reason efficiently in entirely new environments. He explains why today’s systems may be hitting limits, what recent breakthroughs really mean, and why reaching true general intelligence may require a fundamentally different approach. 00:00 - AGI by 2030? 00:31 - Introducing Ndea: A New Path Beyond Deep Learning 01:08 - A New ML Paradigm 01:30 - Replacing neural nets with compact symbolic programs 03:04 - Why Ndea Isn’t Competing With Coding Agents 05:20 - Why Everyone Might Be Wrong About Scaling LLMs 07:22 - Why Coding Agents Suddenly Work So Well 08:50 - The Limits of LLMs in Non-Verifiable Domains 10:48 - What AGI Actually Means (And Why Most Definitions Are Wrong) 13:30 - Why Deep Learning Hits a Wall 14:00 - ARC’s Origin Story 18:20 - ARC Benchmarks Explained: From V1 to V3 22:49 - The RL Loop Powering Coding Agents Today 27:03 - ARC-AGI V3: Measuring “Agentic Intelligence” 31:14 - Inside the ARC Game Studio 35:31 - Could AGI Fit in 10,000 Lines of Code? 44:01 - Building Ndea: From Idea to Compounding Research Stack 46:46 - The Future of ARC: Benchmarks That Evolve With AI 47:21 - Why There’s Still Huge Opportunity for New AI Paradigms 53:37 - How to Build a Breakout Open Source Project - Lessons From Keras 56:39 - Advice For How To Think About AI
57:23

François Chollet (François Chollet) has spent years asking a different question than most of the AI world. Instead of scaling what already works, he’s trying to understand what intelligence actually is and how to build it from first principles. In this episode of the Lightcone Podcast, he traces that path from his early work on deep learning to the creation of the ARC Prize, and the launch of ARC V3, a new benchmark designed to measure something deeper than performance: the ability to learn, adapt, and reason efficiently in entirely new environments. He explains why today’s systems may be hitting limits, what recent breakthroughs really mean, and why reaching true general intelligence may require a fundamentally different approach. 00:00 - AGI by 2030? 00:31 - Introducing Ndea: A New Path Beyond Deep Learning 01:08 - A New ML Paradigm 01:30 - Replacing neural nets with compact symbolic programs 03:04 - Why Ndea Isn’t Competing With Coding Agents 05:20 - Why Everyone Might Be Wrong About Scaling LLMs 07:22 - Why Coding Agents Suddenly Work So Well 08:50 - The Limits of LLMs in Non-Verifiable Domains 10:48 - What AGI Actually Means (And Why Most Definitions Are Wrong) 13:30 - Why Deep Learning Hits a Wall 14:00 - ARC’s Origin Story 18:20 - ARC Benchmarks Explained: From V1 to V3 22:49 - The RL Loop Powering Coding Agents Today 27:03 - ARC-AGI V3: Measuring “Agentic Intelligence” 31:14 - Inside the ARC Game Studio 35:31 - Could AGI Fit in 10,000 Lines of Code? 44:01 - Building Ndea: From Idea to Compounding Research Stack 46:46 - The Future of ARC: Benchmarks That Evolve With AI 47:21 - Why There’s Still Huge Opportunity for New AI Paradigms 53:37 - How to Build a Breakout Open Source Project - Lessons From Keras 56:39 - Advice For How To Think About AI

Y Combinator

151,442 views • 4 months ago

Everything Gets Rebuilt: my conversation with Harrison Chase, CEO of LangChain about agent harnesses, evals, runtimes, sandboxes, MCP and the future of the agent stack 00:00 Intro - meet Harrison Chase - at the Chase Center for the Daytona Compute conference 01:32 What changed in agents over the last year 03:57 Why coding agents are ahead 06:26 Do models commoditize the framework layer? 08:27 Harnesses, in plain English 10:11 Why system prompts matter so much 13:11 The upside — and downside — of subagents 15:31 Why a useful agent needs a filesystem 18:13 Additional core primitives of modern agents 19:12 Skills: the new primitive 20:19 What context compaction actually means 23:02 How memory works in agents 25:16 One mega-agent or many specialized agents? 27:46 The future of MCP 29:38 Why agents need sandboxes 32:35 How sandboxes help with security 33:32 How Harrison Chase started LangChain 37:24 LangChain vs LangGraph vs Deep Agents 40:17 Why observability matters more for agents 41:48 Evals, no-code, and continuous improvement 44:41 What LangChain is building next 45:29 Where the real moat in AI lives
46:57

Everything Gets Rebuilt: my conversation with Harrison Chase, CEO of LangChain about agent harnesses, evals, runtimes, sandboxes, MCP and the future of the agent stack 00:00 Intro - meet Harrison Chase - at the Chase Center for the Daytona Compute conference 01:32 What changed in agents over the last year 03:57 Why coding agents are ahead 06:26 Do models commoditize the framework layer? 08:27 Harnesses, in plain English 10:11 Why system prompts matter so much 13:11 The upside — and downside — of subagents 15:31 Why a useful agent needs a filesystem 18:13 Additional core primitives of modern agents 19:12 Skills: the new primitive 20:19 What context compaction actually means 23:02 How memory works in agents 25:16 One mega-agent or many specialized agents? 27:46 The future of MCP 29:38 Why agents need sandboxes 32:35 How sandboxes help with security 33:32 How Harrison Chase started LangChain 37:24 LangChain vs LangGraph vs Deep Agents 40:17 Why observability matters more for agents 41:48 Evals, no-code, and continuous improvement 44:41 What LangChain is building next 45:29 Where the real moat in AI lives

Matt Turck

35,253 views • 4 months ago

AI INTERVIEW: OPENAI'S SECRET WEAPON AI agents are no longer just hype—they're here to revolutionize automation, Web3, and beyond. SwarmNode.ai is building a serverless AI agent platform for scalability, efficiency, and real-world impact. In this exclusive interview, he reveals how AI swarms can outperform single models, why OpenAI’s Operator is just the beginning, and how crypto is fueling AI innovation. Plus, he breaks down DeepSeek’s game-changing AI breakthrough, the future of agent monetization, and why serverless AI could be the next frontier in automation. 01:37 – From Engineering to AI: The journey into artificial intelligence. 02:43 – The GPT-3 Moment: How OpenAI’s tech pulled him in. 04:10 – AI’s Biggest Challenge: Why real-world use cases lag behind. 05:05 – OpenAI’s Operator: Why it’s “rudimentary” (for now). 06:25 – Crypto & AI: How tokens help bootstrap AI startups. 08:15 – Can You Bootstrap a Startup with a Token? The trade-offs. 09:56 – 90% of AI Token Holders Don’t Use the Product—Does It Matter? 11:18 – What is SwarmNode?: AI agents, hosted serverlessly. 14:23 – AI Swarms: Why multiple agents outperform single models. 16:08 – What is a Swarm? A simple definition of collaborative AI. 17:32 – “How Can I Make Money with AI?”: Real-world use cases. 18:41 – AI Bounties: Hiring devs to build your custom agent. 20:50 – The Future of AI Marketplaces: Monetizing pre-built agents. 23:15 – DeepSeek’s Disruption: Why it’s good news for AI. 24:46 – Is SwarmNode Compatible with DeepSeek? How it integrates. 26:17 – SwarmNode vs. AI Launchpads: What makes it different? 27:42 – Why Serverless Matters: Cost savings & efficiency. 29:53 – AI Agents in the Real World: Booking flights, managing workflows, and more. 31:11 – Building SwarmNode for Developers: Why it started as a personal project. 32:27 – Explosive Growth: 200,000 AI agent executions in 5 weeks. 34:41 – Why SwarmNode Agents Aren’t Visible on 𝕏 Yet. 36:46 – Startup Hiring Lessons: Finding top AI talent. 39:15 – Why SwarmNode is Built in Python (and What’s Next). 40:32 – Scaling AI Workloads: Handling traffic surges. 41:42 – AWS & Cost Challenges: The biggest monetization hurdle. 42:58 – 2025: The Year of Mass AI Adoption. 45:22 – Should We Be Worried About AI’s Rapid Growth? 46:46 – The Most Underrated AI Tools Right Now. 47:34 – What’s Next for SwarmNode?: Making AI accessible to everyone.
49:12

AI INTERVIEW: OPENAI'S SECRET WEAPON AI agents are no longer just hype—they're here to revolutionize automation, Web3, and beyond. SwarmNode.ai is building a serverless AI agent platform for scalability, efficiency, and real-world impact. In this exclusive interview, he reveals how AI swarms can outperform single models, why OpenAI’s Operator is just the beginning, and how crypto is fueling AI innovation. Plus, he breaks down DeepSeek’s game-changing AI breakthrough, the future of agent monetization, and why serverless AI could be the next frontier in automation. 01:37 – From Engineering to AI: The journey into artificial intelligence. 02:43 – The GPT-3 Moment: How OpenAI’s tech pulled him in. 04:10 – AI’s Biggest Challenge: Why real-world use cases lag behind. 05:05 – OpenAI’s Operator: Why it’s “rudimentary” (for now). 06:25 – Crypto & AI: How tokens help bootstrap AI startups. 08:15 – Can You Bootstrap a Startup with a Token? The trade-offs. 09:56 – 90% of AI Token Holders Don’t Use the Product—Does It Matter? 11:18 – What is SwarmNode?: AI agents, hosted serverlessly. 14:23 – AI Swarms: Why multiple agents outperform single models. 16:08 – What is a Swarm? A simple definition of collaborative AI. 17:32 – “How Can I Make Money with AI?”: Real-world use cases. 18:41 – AI Bounties: Hiring devs to build your custom agent. 20:50 – The Future of AI Marketplaces: Monetizing pre-built agents. 23:15 – DeepSeek’s Disruption: Why it’s good news for AI. 24:46 – Is SwarmNode Compatible with DeepSeek? How it integrates. 26:17 – SwarmNode vs. AI Launchpads: What makes it different? 27:42 – Why Serverless Matters: Cost savings & efficiency. 29:53 – AI Agents in the Real World: Booking flights, managing workflows, and more. 31:11 – Building SwarmNode for Developers: Why it started as a personal project. 32:27 – Explosive Growth: 200,000 AI agent executions in 5 weeks. 34:41 – Why SwarmNode Agents Aren’t Visible on 𝕏 Yet. 36:46 – Startup Hiring Lessons: Finding top AI talent. 39:15 – Why SwarmNode is Built in Python (and What’s Next). 40:32 – Scaling AI Workloads: Handling traffic surges. 41:42 – AWS & Cost Challenges: The biggest monetization hurdle. 42:58 – 2025: The Year of Mass AI Adoption. 45:22 – Should We Be Worried About AI’s Rapid Growth? 46:46 – The Most Underrated AI Tools Right Now. 47:34 – What’s Next for SwarmNode?: Making AI accessible to everyone.

Mario Nawfal

338,236 views • 1 year ago

Claude Cowork, Mythos, and the Future of Software: my conversation with Felix Rieseberg, who leads Cowork at Anthropic 00:00 Intro 01:53 Claude Mythos Preview and the “step-function change” 06:16 Why Anthropic is treating Mythos differently 11:19 The real story behind Claude Cowork’s “10-day” build 12:42 Why Anthropic realized Claude Code needed a non-technical version 15:44 What Claude Cowork actually is 17:03 Under the hood: virtual machines, tools, skills 18:36 Where Cowork’s memory actually lives 19:26 How Cowork connects to files, apps, and the internet 20:45 Why Felix thinks the local computer is under-appreciated 24:49 Trust: how do you get users comfortable with AI agents? 28:45 What UX actually means for AI agents 31:27 Anthropic Cowork's roadmap is only one month long 34:12 Building 100 prototypes 35:10 If execution is free, what becomes the bottleneck? 37:25 Does it come down to taste? 40:12 The hardest part of building Claude Cowork 41:43 Advice for founders building AI agents 44:21 SaaSpocalypse: what’s left for software startups 49:30 Where AI agents are going next 51:20 Regulated industries and enterprise adoption 54:15 Hot takes: what's underrated, overrated, and what Felix would build today
58:00

Claude Cowork, Mythos, and the Future of Software: my conversation with Felix Rieseberg, who leads Cowork at Anthropic 00:00 Intro 01:53 Claude Mythos Preview and the “step-function change” 06:16 Why Anthropic is treating Mythos differently 11:19 The real story behind Claude Cowork’s “10-day” build 12:42 Why Anthropic realized Claude Code needed a non-technical version 15:44 What Claude Cowork actually is 17:03 Under the hood: virtual machines, tools, skills 18:36 Where Cowork’s memory actually lives 19:26 How Cowork connects to files, apps, and the internet 20:45 Why Felix thinks the local computer is under-appreciated 24:49 Trust: how do you get users comfortable with AI agents? 28:45 What UX actually means for AI agents 31:27 Anthropic Cowork's roadmap is only one month long 34:12 Building 100 prototypes 35:10 If execution is free, what becomes the bottleneck? 37:25 Does it come down to taste? 40:12 The hardest part of building Claude Cowork 41:43 Advice for founders building AI agents 44:21 SaaSpocalypse: what’s left for software startups 49:30 Where AI agents are going next 51:20 Regulated industries and enterprise adoption 54:15 Hot takes: what's underrated, overrated, and what Felix would build today

Matt Turck

80,606 views • 3 months ago

Brex co-founder and CEO Pedro Franceschi believes most people still underestimate how much AI will change the way companies are built. AI isn't just another tool, it's a new foundation for building products, teams, and companies. In this episode of Lightcone Podcast, Pedro Franceschi explains why we're only months into a platform shift as significant as the invention of electricity, why the CEO needs to be the chief AI officer, and why founders should rethink what's possible when intelligence is available on demand. 01:13 – How Pedro Became AI-Pilled 04:08 – The Electricity Analogy 05:21 – Free the Claw 06:56 – Making AI Safe for Enterprise 10:57 – Why Most Companies Are Behind 13:09 – AI Teammates, Not Chatbots 14:22 – The Case for Tokenmaxxing 18:24 – The Company of One 20:54 – The One Thing AI Can't Replace 28:06 – Building Customer World Models 32:58 – Rebuilding Brex Around AI 39:02 – The CEO Must Be the Chief AI Officer 43:50 – Building Company AGI 51:43 – Why We're Still So Early
54:06

Brex co-founder and CEO Pedro Franceschi believes most people still underestimate how much AI will change the way companies are built. AI isn't just another tool, it's a new foundation for building products, teams, and companies. In this episode of Lightcone Podcast, Pedro Franceschi explains why we're only months into a platform shift as significant as the invention of electricity, why the CEO needs to be the chief AI officer, and why founders should rethink what's possible when intelligence is available on demand. 01:13 – How Pedro Became AI-Pilled 04:08 – The Electricity Analogy 05:21 – Free the Claw 06:56 – Making AI Safe for Enterprise 10:57 – Why Most Companies Are Behind 13:09 – AI Teammates, Not Chatbots 14:22 – The Case for Tokenmaxxing 18:24 – The Company of One 20:54 – The One Thing AI Can't Replace 28:06 – Building Customer World Models 32:58 – Rebuilding Brex Around AI 39:02 – The CEO Must Be the Chief AI Officer 43:50 – Building Company AGI 51:43 – Why We're Still So Early

Y Combinator

197,624 views • 1 month ago

In this episode of the Lightcone Podcast, we sat down with Mukund Jha and Madhav Jha, the founders of Emergent - an AI platform that lets anyone build and ship production-ready software. In just eight months, users have created more than 7 million apps on Emergent, with the number doubling in just the last 45 days. We discuss how they built one of the most powerful AI coding agents, why they focused on non-technical users and what it's like building for a global audience from India. 00:00 - Intro 01:06 - What Is Emergent? 01:18 - Founder Backstory 02:09 - From AI Testing to General Coding Agents 02:52 - Getting Ahead of the Market 04:18 - The Pivot to Non-Technical Users 05:22 - Why Second Movers Can Win in AI 09:04 - Building for Production, Not Just Prototypes 18:21 - Live Demo: Building Apps with Emergent 24:40 - How Emergent Hires and Runs a Lean Team 29:04 - Is SaaS Dead? The Rise of Personalized Software 34:04 - The Future: Niche Apps, Solo Builders and AI Agency
39:32

In this episode of the Lightcone Podcast, we sat down with Mukund Jha and Madhav Jha, the founders of Emergent - an AI platform that lets anyone build and ship production-ready software. In just eight months, users have created more than 7 million apps on Emergent, with the number doubling in just the last 45 days. We discuss how they built one of the most powerful AI coding agents, why they focused on non-technical users and what it's like building for a global audience from India. 00:00 - Intro 01:06 - What Is Emergent? 01:18 - Founder Backstory 02:09 - From AI Testing to General Coding Agents 02:52 - Getting Ahead of the Market 04:18 - The Pivot to Non-Technical Users 05:22 - Why Second Movers Can Win in AI 09:04 - Building for Production, Not Just Prototypes 18:21 - Live Demo: Building Apps with Emergent 24:40 - How Emergent Hires and Runs a Lean Team 29:04 - Is SaaS Dead? The Rise of Personalized Software 34:04 - The Future: Niche Apps, Solo Builders and AI Agency

Y Combinator

107,448 views • 4 months ago

Why is the creator of OpenCode pretty skeptical about AI productivity gains, and the hype around AI? A very conversation dax (and lots of truth bombs:) Timestamps: 00:00 Intro 07:03 Dax’s path into tech 09:04 Early startup experience 13:16 Getting involved with open source 16:13 OpenCode 23:17 Anthropic banning OpenCode 30:34 From terminal to GUI 32:34 OpenCode’s business model 36:33 Why inference is profitable 39:11 GPU bottlenecks 40:54 AI hype 45:50 AI spending 48:47 Dax’s memo 55:41 Dax’s skepticism of predictions 58:58 Engineering culture at OpenCode 1:02:38 How building works at OpenCode 1:05:36 Taste and quality 1:11:32 Dax’s work setup 1:12:35 The role of engineers and EMs 1:15:50 Advice for engineers 1:18:12 Book recommendation Brought to you by: • Antithesis – verify your system’s correctness without human review or traditional integration tests – and avoid bugs or outages • WorkOS – everything you need to make your app enterprise ready • turbopuffer – a vector and full-text search engine built on object storage. It’s fast, cheap, and extremely scalable Three interesting thoughts from Dax: 1. No AI-native coding agent company is “winning” by being better with AI. Dax says that none of OpenCode’s competitors are crushing them, and that nobody is using AI so well that others cannot compete. 2. Most software engineers profit from AI as time gained, not increased output — unless you change incentives! Dax says the natural way for software engineers to “cash out” their AI tooling gains is with time savings, by doing the same work as before, but faster. Until compensation and motivation structures change, most teams should expect output to stay flat while engineers go home earlier. There’s nothing wrong with this, but AI vendors sell a different outcome to CFOs: increased output. 3. AI code generation mutes the “guilt” of doing the wrong thing, but this builds up tech debt. Pre-AI, writing a hack felt bad, the second time it felt really bad, and by the third time you’d often just refactor in order to fix up the code. Now, the agent hides the hack, which skews devs’ judgment and results in less tech debt being cleaned up.
1:21:01

Why is the creator of OpenCode pretty skeptical about AI productivity gains, and the hype around AI? A very conversation dax (and lots of truth bombs:) Timestamps: 00:00 Intro 07:03 Dax’s path into tech 09:04 Early startup experience 13:16 Getting involved with open source 16:13 OpenCode 23:17 Anthropic banning OpenCode 30:34 From terminal to GUI 32:34 OpenCode’s business model 36:33 Why inference is profitable 39:11 GPU bottlenecks 40:54 AI hype 45:50 AI spending 48:47 Dax’s memo 55:41 Dax’s skepticism of predictions 58:58 Engineering culture at OpenCode 1:02:38 How building works at OpenCode 1:05:36 Taste and quality 1:11:32 Dax’s work setup 1:12:35 The role of engineers and EMs 1:15:50 Advice for engineers 1:18:12 Book recommendation Brought to you by: • Antithesis – verify your system’s correctness without human review or traditional integration tests – and avoid bugs or outages • WorkOS – everything you need to make your app enterprise ready • turbopuffer – a vector and full-text search engine built on object storage. It’s fast, cheap, and extremely scalable Three interesting thoughts from Dax: 1. No AI-native coding agent company is “winning” by being better with AI. Dax says that none of OpenCode’s competitors are crushing them, and that nobody is using AI so well that others cannot compete. 2. Most software engineers profit from AI as time gained, not increased output — unless you change incentives! Dax says the natural way for software engineers to “cash out” their AI tooling gains is with time savings, by doing the same work as before, but faster. Until compensation and motivation structures change, most teams should expect output to stay flat while engineers go home earlier. There’s nothing wrong with this, but AI vendors sell a different outcome to CFOs: increased output. 3. AI code generation mutes the “guilt” of doing the wrong thing, but this builds up tech debt. Pre-AI, writing a hack felt bad, the second time it felt really bad, and by the third time you’d often just refactor in order to fix up the code. Now, the agent hides the hack, which skews devs’ judgment and results in less tech debt being cleaned up.

Gergely Orosz

230,699 views • 2 months ago

In the future, you’ll be able to accomplish a goal by just giving Claude an outcome and a budget. That’s the direction Anthropic is building in with its new Managed Agents features, announced at this week’s Code with Claude developer event. The basic idea: Claude, wrapped in a computer in the cloud, that you can spin up, scale, and manage as needed. Anthropic is taking on the infrastructure that kills most agent products, and making sure that it scales to meet the needs of agents running 24/7. On this week’s AI & I from Every 📧, I talk with Angela Jiang (Angela Jiang), head of product for the Claude platform, and Katelyn Lesse (Katelyn Lesse), head of engineering for the Claude platform, about what Anthropic is building and what it takes to make agents reliable in production. We get into: - Why the "build a generic harness, hot-swap any model behind it" playbook is already outdated. Angela points to eval data on Memory where the same task across different harnesses performed drastically differently. - The infrastructure wall every team hits in production—and why Katelyn thinks “my sandbox died and took the agent with it” is the real reason internal agents don't ship. - Why Anthropic is so bullish on using file systems and skills within Claude, including Angela's argument that those early design choices can compound for years. This is a must-watch for anyone trying to take an agent past the demo and into production. Watch below! Timestamps: How the Claude platform evolved from API to agents: 00:01:48 The primitives that make up Claude Managed Agents: 00:04:09 Why the harness and the model are becoming a single unit: 00:10:37 The infrastructure wall that kills most agent projects in production: 00:18:49 Why team agents need a different shape than individual productivity tools: 00:24:49 How Anthropic's legal team uses an agent to review marketing copy: 00:26:36 Using multi-agent orchestration for advisor strategies, adversarial pairs, and swarms: 00:34:24 How to measure agent success with outcome and budget as the end state: 00:35:50 What the platform looks like a year from now, when Claude writes its own harness: 00:39:11
43:20

In the future, you’ll be able to accomplish a goal by just giving Claude an outcome and a budget. That’s the direction Anthropic is building in with its new Managed Agents features, announced at this week’s Code with Claude developer event. The basic idea: Claude, wrapped in a computer in the cloud, that you can spin up, scale, and manage as needed. Anthropic is taking on the infrastructure that kills most agent products, and making sure that it scales to meet the needs of agents running 24/7. On this week’s AI & I from Every 📧, I talk with Angela Jiang (Angela Jiang), head of product for the Claude platform, and Katelyn Lesse (Katelyn Lesse), head of engineering for the Claude platform, about what Anthropic is building and what it takes to make agents reliable in production. We get into: - Why the "build a generic harness, hot-swap any model behind it" playbook is already outdated. Angela points to eval data on Memory where the same task across different harnesses performed drastically differently. - The infrastructure wall every team hits in production—and why Katelyn thinks “my sandbox died and took the agent with it” is the real reason internal agents don't ship. - Why Anthropic is so bullish on using file systems and skills within Claude, including Angela's argument that those early design choices can compound for years. This is a must-watch for anyone trying to take an agent past the demo and into production. Watch below! Timestamps: How the Claude platform evolved from API to agents: 00:01:48 The primitives that make up Claude Managed Agents: 00:04:09 Why the harness and the model are becoming a single unit: 00:10:37 The infrastructure wall that kills most agent projects in production: 00:18:49 Why team agents need a different shape than individual productivity tools: 00:24:49 How Anthropic's legal team uses an agent to review marketing copy: 00:26:36 Using multi-agent orchestration for advisor strategies, adversarial pairs, and swarms: 00:34:24 How to measure agent success with outcome and budget as the end state: 00:35:50 What the platform looks like a year from now, when Claude writes its own harness: 00:39:11

Dan Shipper 📧

66,339 views • 2 months ago

A New Episode of the Hivemind is Live! This week Tommy joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the latest around Zcash’s private Bitcoin thesis. Timestamps: 00:00 Introduction & Market Outlook 05:00 OpenAI, Anthropic & Enterprise AI Spending 08:53 Open Source vs Frontier Models 24:41 Are We In An AI Bubble? 35:17 SpaceX IPO & Equity Issuance 38:13 AI Regulation & Political Risk 53:36 Hyperliquid & HYPE 1:04:14 Zcash & The Private Bitcoin Thesis 1:13:16 Final Thoughts
1:14:59

A New Episode of the Hivemind is Live! This week Tommy joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the latest around Zcash’s private Bitcoin thesis. Timestamps: 00:00 Introduction & Market Outlook 05:00 OpenAI, Anthropic & Enterprise AI Spending 08:53 Open Source vs Frontier Models 24:41 Are We In An AI Bubble? 35:17 SpaceX IPO & Equity Issuance 38:13 AI Regulation & Political Risk 53:36 Hyperliquid & HYPE 1:04:14 Zcash & The Private Bitcoin Thesis 1:13:16 Final Thoughts

Delphi Digital

21,214 views • 1 month ago

YC and Together AI are partnering to bring the first dedicated YC GPU cluster online, giving YC startups easier access to the compute they need to build and scale. In this Founder Fireside, YC's Ankit Gupta and Together AI co-founder & CEO Vipul Ved Prakash dig into why compute has become one of the biggest bottlenecks for modern AI companies, how Together AI is helping more than 8,000 customers—from early-stage research teams to companies like Cursor, Cognition, and ElevenLabs—train, fine-tune, and serve AI models, and why flexible access to GPUs is becoming a competitive advantage for the next generation of founders. 00:00 — Partnering on a GPU Cluster 00:26 — What Together AI Does 01:22 — From Research Labs to Cursor: Together's 8,000 Customers 01:58 — The Landscape of AI Native Startups 03:24 — How Building an AI Company Has Changed Since 2018 04:56 — Why the Cost of Compute Keeps Going Up 05:29 — YC as the Biggest Seed Funder of Research Companies 08:47 — Flash Attention, Mamba, and the Science of Production AI 10:43 — Compute Planning Advice for Early Stage Companies 12:39 — When Your Compute Bill Is Bigger Than Your Cash Balance 13:31 — How Companies Are Using the Cluster Today 14:24 — What's Next
15:47

YC and Together AI are partnering to bring the first dedicated YC GPU cluster online, giving YC startups easier access to the compute they need to build and scale. In this Founder Fireside, YC's Ankit Gupta and Together AI co-founder & CEO Vipul Ved Prakash dig into why compute has become one of the biggest bottlenecks for modern AI companies, how Together AI is helping more than 8,000 customers—from early-stage research teams to companies like Cursor, Cognition, and ElevenLabs—train, fine-tune, and serve AI models, and why flexible access to GPUs is becoming a competitive advantage for the next generation of founders. 00:00 — Partnering on a GPU Cluster 00:26 — What Together AI Does 01:22 — From Research Labs to Cursor: Together's 8,000 Customers 01:58 — The Landscape of AI Native Startups 03:24 — How Building an AI Company Has Changed Since 2018 04:56 — Why the Cost of Compute Keeps Going Up 05:29 — YC as the Biggest Seed Funder of Research Companies 08:47 — Flash Attention, Mamba, and the Science of Production AI 10:43 — Compute Planning Advice for Early Stage Companies 12:39 — When Your Compute Bill Is Bigger Than Your Cash Balance 13:31 — How Companies Are Using the Cluster Today 14:24 — What's Next

Y Combinator

156,864 views • 8 days ago

Sonnet 4.5 & the AI Plateau Myth — epic conversation with Sholto Douglas of Anthropic 0:00 - Intro 1:09 - What's Behind The Rapid Pace of AI Releases at Anthropic 2:49 - Opus, Sonnet, and Haiku Model Tiers 4:14 - Sholto's Story: From Australian Fencer to AI Researcher 12:01 - The YouTube Effect: Mastery Through Observation 16:16 - Breaking Into AI Research Without Traditional Academic Signals 18:29 - DeepMind, Gemini, and Building Inference Stacks 23:05 - Why Anthropic? Culture and Mission Differences Amongst AI Research Labs 25:08 - What Is "Taste" in AI Research? 31:46 - This Week's Big Launch: Sonnet 4.5, Best Coding Model in the World 36:40 - From 7 Hours to 30 Hours: The Long-Running AI Agent Breakthrough 38:41 - How AI Agents Self-Correct and Maintain Coherence 43:13 - The Role of Memory in Extended Coding Sessions 47:42 - Pre-Training vs. RL: Textbooks vs. Worked Problems 52:11 - Test-Time Compute & Reinforcement Learning 55:55 - Why RL Finally Started Working on LLMs in 2024 59:38 - The Path to AGI 1:02:05 - Are We Hitting a Plateau in AI? So Many Low Hanging Fruits 1:03:41 - Beyond Coding: GDPVal & Impact Economic Sectors 1:05:47 - Preparing for 10-100x Individual Leverage & The Upcoming Robotics Explosion
1:10:03

Sonnet 4.5 & the AI Plateau Myth — epic conversation with Sholto Douglas of Anthropic 0:00 - Intro 1:09 - What's Behind The Rapid Pace of AI Releases at Anthropic 2:49 - Opus, Sonnet, and Haiku Model Tiers 4:14 - Sholto's Story: From Australian Fencer to AI Researcher 12:01 - The YouTube Effect: Mastery Through Observation 16:16 - Breaking Into AI Research Without Traditional Academic Signals 18:29 - DeepMind, Gemini, and Building Inference Stacks 23:05 - Why Anthropic? Culture and Mission Differences Amongst AI Research Labs 25:08 - What Is "Taste" in AI Research? 31:46 - This Week's Big Launch: Sonnet 4.5, Best Coding Model in the World 36:40 - From 7 Hours to 30 Hours: The Long-Running AI Agent Breakthrough 38:41 - How AI Agents Self-Correct and Maintain Coherence 43:13 - The Role of Memory in Extended Coding Sessions 47:42 - Pre-Training vs. RL: Textbooks vs. Worked Problems 52:11 - Test-Time Compute & Reinforcement Learning 55:55 - Why RL Finally Started Working on LLMs in 2024 59:38 - The Path to AGI 1:02:05 - Are We Hitting a Plateau in AI? So Many Low Hanging Fruits 1:03:41 - Beyond Coding: GDPVal & Impact Economic Sectors 1:05:47 - Preparing for 10-100x Individual Leverage & The Upcoming Robotics Explosion

Matt Turck

93,678 views • 9 months ago

Inside Nemotron and NVIDIA's AI lab: my conversation with Bryan Catanzaro (Bryan Catanzaro). NVIDIA is a chip company. So why does it put hundreds of researchers on building AI models - and then give them away for free? We go deep into the Nemotron models, what it takes to build a top AI lab, and the future of frontier AI. 01:33 - Is open source AI catching the frontier? 05:29 - Do closed labs blocking distillation slow open source down? 07:42 - Is the US falling behind China? 10:30 - Why companies actually choose open models 12:39 - A "crazy" 2008 bet: machine learning on GPUs 15:33 - Working with Andrew Ng and Dario Amodei at Baidu 17:41 - Coming back to NVIDIA: DLSS and the birth of Megatron 21:55 - The real reason NVIDIA builds its own models 24:28 - Is Moore's Law really dead? 33:37 - The Nemotron family: Nano, Super, Ultra 35:09 - Built for agents: why NVIDIA bets on speed 36:02 - How you train a 550B model in 4 bits 39:25 - Hybrid Mamba-Transformer, explained simply 42:31 - Mixture of experts, and why NVIDIA built NVL72 around it 47:26 - Why a 1-million-token context window matters 49:26 - Multi-token prediction: how the model predicts 5 tokens at once 52:47 - Multi-teacher distillation: teaching one model from many 58:01 - Where reinforcement learning goes next 01:00:16 - Inside NVIDIA's research org: "the mission is the boss" 01:04:03 - How NVIDIA decides who gets the GPUs 01:10:53 - Why NVIDIA still feels entrepreneurial after 33 years 01:12:58 - Why Bryan doesn't believe in the singularity 01:17:50 - The AI backlash 01:19:18 - The controversial case: open AI is safer than closed
1:22:57

Inside Nemotron and NVIDIA's AI lab: my conversation with Bryan Catanzaro (Bryan Catanzaro). NVIDIA is a chip company. So why does it put hundreds of researchers on building AI models - and then give them away for free? We go deep into the Nemotron models, what it takes to build a top AI lab, and the future of frontier AI. 01:33 - Is open source AI catching the frontier? 05:29 - Do closed labs blocking distillation slow open source down? 07:42 - Is the US falling behind China? 10:30 - Why companies actually choose open models 12:39 - A "crazy" 2008 bet: machine learning on GPUs 15:33 - Working with Andrew Ng and Dario Amodei at Baidu 17:41 - Coming back to NVIDIA: DLSS and the birth of Megatron 21:55 - The real reason NVIDIA builds its own models 24:28 - Is Moore's Law really dead? 33:37 - The Nemotron family: Nano, Super, Ultra 35:09 - Built for agents: why NVIDIA bets on speed 36:02 - How you train a 550B model in 4 bits 39:25 - Hybrid Mamba-Transformer, explained simply 42:31 - Mixture of experts, and why NVIDIA built NVL72 around it 47:26 - Why a 1-million-token context window matters 49:26 - Multi-token prediction: how the model predicts 5 tokens at once 52:47 - Multi-teacher distillation: teaching one model from many 58:01 - Where reinforcement learning goes next 01:00:16 - Inside NVIDIA's research org: "the mission is the boss" 01:04:03 - How NVIDIA decides who gets the GPUs 01:10:53 - Why NVIDIA still feels entrepreneurial after 33 years 01:12:58 - Why Bryan doesn't believe in the singularity 01:17:50 - The AI backlash 01:19:18 - The controversial case: open AI is safer than closed

Matt Turck

56,546 views • 26 days ago

The end of coding? *Epic* conversation with Guillermo Rauch of Vercel on vibe coding, MCP, agents and building products in the AI era. (00:00) - Intro: Guillermo's Story (02:08) - What is v0 and Why Did It Take Off So Fast? (04:10) - Building a hit product with < people (07:51) - Cursor, Replit, etc: v0 vs Other AI Coding Tools (10:35) - Everyone can cook - What is Vibe Coding? (17:05) - Is v0 Just Frontend? Moving Toward Full Stack 19:40 - How to Become a Great Vibe Coder (23:35) - A GUI for AI: The Future of Interfaces (29:46) - Developer Love vs Agent Love (33:41) - The Importance of Taste in the AI Era (39:10) - MCP: The Protocol for AI-to-AI Communication (43:11) - Security and the Risks of Agentic Web (45:25) - Are Enterprises Ready for the Agentic Future? (49:42) - Building a Data Flywheel (56:06) - The Vercel AI Cloud: From Pixels to Tokens (1:10:14) - Adapting to a Non-Developer Persona (1:13:47) - Retention, Margins, and the Business of AI (1:16:51) - The Secret Behind Vercel Last Year Growth (1:24:15) - The importance of Online Presence (1:30:49) - Everything, Everywhere, All at Once: Keeping your Sanity as a CEO (1:34:59) - Guillermo's Advice to Younger Self
1:45:40

The end of coding? *Epic* conversation with Guillermo Rauch of Vercel on vibe coding, MCP, agents and building products in the AI era. (00:00) - Intro: Guillermo's Story (02:08) - What is v0 and Why Did It Take Off So Fast? (04:10) - Building a hit product with < people (07:51) - Cursor, Replit, etc: v0 vs Other AI Coding Tools (10:35) - Everyone can cook - What is Vibe Coding? (17:05) - Is v0 Just Frontend? Moving Toward Full Stack 19:40 - How to Become a Great Vibe Coder (23:35) - A GUI for AI: The Future of Interfaces (29:46) - Developer Love vs Agent Love (33:41) - The Importance of Taste in the AI Era (39:10) - MCP: The Protocol for AI-to-AI Communication (43:11) - Security and the Risks of Agentic Web (45:25) - Are Enterprises Ready for the Agentic Future? (49:42) - Building a Data Flywheel (56:06) - The Vercel AI Cloud: From Pixels to Tokens (1:10:14) - Adapting to a Non-Developer Persona (1:13:47) - Retention, Margins, and the Business of AI (1:16:51) - The Secret Behind Vercel Last Year Growth (1:24:15) - The importance of Online Presence (1:30:49) - Everything, Everywhere, All at Once: Keeping your Sanity as a CEO (1:34:59) - Guillermo's Advice to Younger Self

Matt Turck

86,153 views • 1 year ago