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SNAP CEO Evan Spiegel says vibe coding is causing a big shift in the way companies allocate their budgets: "Before, so many resources were dedicated to engineering. Now I think people are going to be much more focused on marketing on distribution."

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185,248 views • 4 months ago •via X (Twitter)

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"Not having a coding experience is becoming an advantage." Replit CEO Amjad Masad: "You don't need any development experience. You need grit. You need to be a fast learner." "If you're a good gamer, if you can jump in a game and figure it out really quickly, you're really good at this." "Coders get lost in the details." "Product people, people who are focused on solving a problem, on making money, they're going to be focused on marketing, they're going to be focused on user interface, they're going to be focused on all the right things." "I think this year it's gonna flip, and I think not having a coding background is gonna be more advantageous for the entrepreneur." Amjad Masad with jack neel

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Etched CEO Gavin Uberti: "People don't realize how big of a market inference is going to be." "Right now, only a couple million people have access to the frontier models, and those are going to have to get deployed to 8 billion people across the globe. And that's not even counting AI agents that exist already, and will exist in the future." "There need to be way, way more tokens produced, and that requires much bigger assembly lines, many more factories, and some new technology."

Etched CEO Gavin Uberti: "People don't realize how big of a market inference is going to be." "Right now, only a couple million people have access to the frontier models, and those are going to have to get deployed to 8 billion people across the globe. And that's not even counting AI agents that exist already, and will exist in the future." "There need to be way, way more tokens produced, and that requires much bigger assembly lines, many more factories, and some new technology."

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BREAKING: Palantir CEO Alex Karp has been privately sounding the alarm to AI leaders their companies are going to be nationalized. "The momentum is on the side of people who want to nationalize them."

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Design used to have a ton of variation until the iPhone came out, says Figma CEO Dylan Field. After that, Skeuomorphism and Swiss minimalism became the standard everyone copied. Dylan says that now, AI is causing the pendulum to swing back: "We can go into such interesting places, and try so many interesting patterns in the UX side, too. It's not just UI and the visuals. It's also the structure, the IA, the way that people navigate through these things. And I think there's innovation that's going to be flourishing on all of it." "People are going to try things we haven't seen in a while, and things people haven't seen, ever. Because that's what it's going to take to stand out now."

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Snap CEO Evan Spiegel says they've invested $3B into AR glasses over 11 years. Compared to other firms that have already tried and failed in the space, he says Snap's long-term focus is a huge advantage. "The whole time, we've built a team of incredibly talented folks with a very singular and focused vision."

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TBPN

193,314 views • 6 months ago

.carried_no_interest says the rumors that enterprise customers are no longer signing up for 3-year contracts — combined with "adjacency in the market map" — is way more of a threat to software private equity than vibe coding: "The entire basis of software PE being one of the best private market categories was that you had enterprise customers with 3-year contracts." "If every other enterprise customer says, 'AI is just so amazing now, and we don't know where we're going to be, and what it's going to look like, so we're only doing 1-year deals,' that has much bigger implications than someone vibecoding a Notion clone on a Sunday. That's a big deal." "And I think the reason they're doing that — and this is the bigger threat to a lot of these companies — is the adjacency in the market map." "If you look like Rippling, and you have a very talented group of people like their employees, they can attack so many parts of the HR platform space now that they simply couldn't 3 years ago." "That's a lot scarier than vibe coding, than somebody just whipping up [a clone] and going out with a bunch of cold emails. It's the adjacency threats in the market map. Because now, who's Rippling going to go after?"

.carried_no_interest says the rumors that enterprise customers are no longer signing up for 3-year contracts — combined with "adjacency in the market map" — is way more of a threat to software private equity than vibe coding: "The entire basis of software PE being one of the best private market categories was that you had enterprise customers with 3-year contracts." "If every other enterprise customer says, 'AI is just so amazing now, and we don't know where we're going to be, and what it's going to look like, so we're only doing 1-year deals,' that has much bigger implications than someone vibecoding a Notion clone on a Sunday. That's a big deal." "And I think the reason they're doing that — and this is the bigger threat to a lot of these companies — is the adjacency in the market map." "If you look like Rippling, and you have a very talented group of people like their employees, they can attack so many parts of the HR platform space now that they simply couldn't 3 years ago." "That's a lot scarier than vibe coding, than somebody just whipping up [a clone] and going out with a bunch of cold emails. It's the adjacency threats in the market map. Because now, who's Rippling going to go after?"

TBPN

18,851 views • 3 months ago

Applied Intuition CEO Qasar Younis says the market for physical AI is "way, way bigger" than the market for white-collar AI: "I used to be at Y Combinator. I was the COO, ran the firm, and funded lots of interesting companies. And one of the analogies I used to use to help founders understand market potential and size is: I grew up in Detroit. You're sitting in the Detroit metro airport at a gate, and you look around. How many of those people are using Claude Code? Frankly speaking, not many." "But how many of those people drive? How many people work at construction sites? How many of those people ride in buses? How many of those people serve in our armed forces? The point is: a much, much larger group." "The market for physical AI is way, way bigger. Purely because the surface area is much bigger."

Applied Intuition CEO Qasar Younis says the market for physical AI is "way, way bigger" than the market for white-collar AI: "I used to be at Y Combinator. I was the COO, ran the firm, and funded lots of interesting companies. And one of the analogies I used to use to help founders understand market potential and size is: I grew up in Detroit. You're sitting in the Detroit metro airport at a gate, and you look around. How many of those people are using Claude Code? Frankly speaking, not many." "But how many of those people drive? How many people work at construction sites? How many of those people ride in buses? How many of those people serve in our armed forces? The point is: a much, much larger group." "The market for physical AI is way, way bigger. Purely because the surface area is much bigger."

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Airbnb's Brian Chesky says there's still a massive opportunity in consumer AI, if only because almost every AI company is an enterprise/ coding company. "Almost every AI company is an enterprise company. The last stat I said on TBPN, like three months ago — and the stats haven't changed — was 175 companies in a YC batch, and 16 were consumer." "That trend hasn't changed. Almost everyone's going into coding and enterprise." "But the consumer [AI] experience hasn't fundamentally changed that much beyond a chatbot. I think the consumer is a massive opportunity for AI. I think it's going to need to be a richer user interface." "AI today is text, photos, and buttons. And some videos. And I think there's a breakthrough visual paradigm that could be much more immersive. With the new image and video models, you could do something so much more immersive."

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We spoke to the CEO of Vercel (Guillermo Rauch) about the future of vibe coding in enterprises: "The most surprising emergent thing I've learned is just how much demand there is in enterprises for vibe coding. It's bridging the gap between business and engineering." "Even the CEO of a successful company told me that it felt like asking for a feature from his own engineers was like petitioning the government." "Vibe coding solves that problem. All of the non-technical employees weren't able to ship software, and now they can."

We spoke to the CEO of Vercel (Guillermo Rauch) about the future of vibe coding in enterprises: "The most surprising emergent thing I've learned is just how much demand there is in enterprises for vibe coding. It's bridging the gap between business and engineering." "Even the CEO of a successful company told me that it felt like asking for a feature from his own engineers was like petitioning the government." "Vibe coding solves that problem. All of the non-technical employees weren't able to ship software, and now they can."

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"Are people going to build their own software, or buy software from vendors? Unequivocally, they're going to buy more software from vendors." - Okta CEO Todd McKinnon "Companies have a very hard time building something that goes from SAP to content management to Salesforce in an end-to-end process." "Maybe there’ll be some more customization and more vibe coding to build that. But the core vendors, core data sources, and the core business logic and processes, that’s going to get bigger and bigger. I’m 100% convinced of that."

"Are people going to build their own software, or buy software from vendors? Unequivocally, they're going to buy more software from vendors." - Okta CEO Todd McKinnon "Companies have a very hard time building something that goes from SAP to content management to Salesforce in an end-to-end process." "Maybe there’ll be some more customization and more vibe coding to build that. But the core vendors, core data sources, and the core business logic and processes, that’s going to get bigger and bigger. I’m 100% convinced of that."

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$SNAP new clip of Evan Spiegel on The Tiger Sisters Podcast On Specs: Evan says that with all the technical advancements they solved their product will be very hard to replicate. This gives them a MOAT in hardware and with their software Spectacles are vertically integrated.

$SNAP new clip of Evan Spiegel on The Tiger Sisters Podcast On Specs: Evan says that with all the technical advancements they solved their product will be very hard to replicate. This gives them a MOAT in hardware and with their software Spectacles are vertically integrated.

Lukas Kafka

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"A generation of management teaching taught us CEOs should trust their people and get out of the way. But I don't think 'trust' and 'getting out of the way' are the same thing." Brian Chesky on how Founder Mode will become even more important with agentic AI: "Great leadership is presence, not absence." "Leadership is presence. You should actually be partnering with people. You should be on the field with them. If you're a calvalry general, you should be on a horse. You should be on the battlefield. You're not overseas just writing blueprints. You gotta be on the field with them, you gotta be leading by example." "Leadership is from the front, not the back." "I think AI is going to create the equivalent of an AI founder mode. Now you gotta be even more hands-on. I don't think in the era of AI, there should be any pure people managers. Because you're so close to the details and data. Everyone has the opportunity to be hands-on, and it's hard to imagine only managing people and not agents."

"A generation of management teaching taught us CEOs should trust their people and get out of the way. But I don't think 'trust' and 'getting out of the way' are the same thing." Brian Chesky on how Founder Mode will become even more important with agentic AI: "Great leadership is presence, not absence." "Leadership is presence. You should actually be partnering with people. You should be on the field with them. If you're a calvalry general, you should be on a horse. You should be on the battlefield. You're not overseas just writing blueprints. You gotta be on the field with them, you gotta be leading by example." "Leadership is from the front, not the back." "I think AI is going to create the equivalent of an AI founder mode. Now you gotta be even more hands-on. I don't think in the era of AI, there should be any pure people managers. Because you're so close to the details and data. Everyone has the opportunity to be hands-on, and it's hard to imagine only managing people and not agents."

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16,005 views • 1 month ago

.John Collison is bullish on two types of people: high-agency individuals and double majors. "There are two categories of people I would be super bullish on right now and I think will do incredibly well over the next 10-20 years. First, high-agency people. The people at Stripe who have been talking to customers and know exactly what we should do. It's the people who have that pep in their step and want to go make Stripe better. They are so much more empowered thanks to AI." "The second is double majors. I think if you understand software and understand finance, or if you understand software and understand marketing, you now can go massively improve the entire marketing funnel for your company. Now, one person can do what would have taken 20 people dredging through all these systems." "Charlie Munger talked about the importance of being multidisciplinary and multidisciplinary thinking. He thinks getting a functional understanding of many disciplines is not that hard. You can just go read the books now or you can talk to your AI about it. I think multidisciplinary thinkers are going to do incredibly well."

.John Collison is bullish on two types of people: high-agency individuals and double majors. "There are two categories of people I would be super bullish on right now and I think will do incredibly well over the next 10-20 years. First, high-agency people. The people at Stripe who have been talking to customers and know exactly what we should do. It's the people who have that pep in their step and want to go make Stripe better. They are so much more empowered thanks to AI." "The second is double majors. I think if you understand software and understand finance, or if you understand software and understand marketing, you now can go massively improve the entire marketing funnel for your company. Now, one person can do what would have taken 20 people dredging through all these systems." "Charlie Munger talked about the importance of being multidisciplinary and multidisciplinary thinking. He thinks getting a functional understanding of many disciplines is not that hard. You can just go read the books now or you can talk to your AI about it. I think multidisciplinary thinkers are going to do incredibly well."

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218,919 views • 2 months ago

"Young people are never going to know what it's like to wake up at 3 in the afternoon and be like, 'I left my credit card at the bar.'" Momofuku founder david chang says people drinking less is "the real existential threat" to the restaurant industry. "The biggest thing that happened in LA over the past 10 years in food was ride sharing," which allowed people to spend more on alcohol, he continued. "Restaurants were a bubble...now, at least in LA, people are drinking much less." From his appearance on the show in November.

"Young people are never going to know what it's like to wake up at 3 in the afternoon and be like, 'I left my credit card at the bar.'" Momofuku founder david chang says people drinking less is "the real existential threat" to the restaurant industry. "The biggest thing that happened in LA over the past 10 years in food was ride sharing," which allowed people to spend more on alcohol, he continued. "Restaurants were a bubble...now, at least in LA, people are drinking much less." From his appearance on the show in November.

TBPN

358,995 views • 2 months ago

"Young people are never going to know what it's like to wake up at 3 in the afternoon and be like, 'I left my credit card at the bar.'" Momofuku founder david chang says people drinking less is "the real existential threat" to the restaurant industry. "The biggest thing that happened in LA over the past 10 years in food was ride sharing," which allowed people to spend more on alcohol, he continued. "Restaurants were a bubble...now, at least in LA, people are drinking much less."

"Young people are never going to know what it's like to wake up at 3 in the afternoon and be like, 'I left my credit card at the bar.'" Momofuku founder david chang says people drinking less is "the real existential threat" to the restaurant industry. "The biggest thing that happened in LA over the past 10 years in food was ride sharing," which allowed people to spend more on alcohol, he continued. "Restaurants were a bubble...now, at least in LA, people are drinking much less."

TBPN

690,293 views • 7 months ago

"I think what tech people misunderstand is just the size of the TAM in pharma." delian says capital will rotate into pharma after AGI: "Anthropic is at what, a $60B run rate? Keytruda, the drug that Merck did in 2019, that one drug's topline is $25B in revenue. Just that one drug." "By the way, once there's AGI, what do you think everybody's going to be focused on afterwards? Everybody's just going to want to live forever. Where do you think the capital is going to rotate into? It's going to rotate into longevity, therapeutics, and manufacturing."

"I think what tech people misunderstand is just the size of the TAM in pharma." delian says capital will rotate into pharma after AGI: "Anthropic is at what, a $60B run rate? Keytruda, the drug that Merck did in 2019, that one drug's topline is $25B in revenue. Just that one drug." "By the way, once there's AGI, what do you think everybody's going to be focused on afterwards? Everybody's just going to want to live forever. Where do you think the capital is going to rotate into? It's going to rotate into longevity, therapeutics, and manufacturing."

TBPN

394,682 views • 1 month ago

Discipulus Ventures' Jakob Diepenbrock says the Gundo is still ascendant. Example: last Friday's bonfire had 200 people. When they first started a few years ago, they were averaging 30-50 people. "There are a lot more people coming, from all over the world, honestly." "I was in Europe a couple weeks ago and people were like, 'I'm going to build my company in El Segundo. I'm moving from London to El Segundo.' It's continuing to boom." "For [hard tech] R&D and engineering, I think that will continue to be done in the LA area. And people will then go and open up the larger factories outside of LA for obvious reasons. But I always think the R&D and engineering will continue to be done in the LA area."

Discipulus Ventures' Jakob Diepenbrock says the Gundo is still ascendant. Example: last Friday's bonfire had 200 people. When they first started a few years ago, they were averaging 30-50 people. "There are a lot more people coming, from all over the world, honestly." "I was in Europe a couple weeks ago and people were like, 'I'm going to build my company in El Segundo. I'm moving from London to El Segundo.' It's continuing to boom." "For [hard tech] R&D and engineering, I think that will continue to be done in the LA area. And people will then go and open up the larger factories outside of LA for obvious reasons. But I always think the R&D and engineering will continue to be done in the LA area."

TBPN

54,283 views • 5 days ago

.John Collison is bullish on two types of people: high-agency individuals and double majors. "There are two categories of people I would be super bullish on right now and I think will do incredibly well over the next 10-20 years. First, high-agency people. The people at Stripe who have been talking to customers and know exactly what we should do. It's the people who have that pep in their step and want to go make Stripe better. They are so much more empowered thanks to AI." "The second is double majors. I think if you understand software and understand finance, or if you understand software and understand marketing, you now can go massively improve the entire marketing funnel for your company. Now, one person can do what would have taken 20 people dredging through all these systems." "Charlie Munger talked about the importance of being multidisciplinary and multidisciplinary thinking. He thinks getting a functional understanding of many disciplines is not that hard. You can just go read the books now or you can talk to your AI about it. I think multidisciplinary thinkers are going to do incredibly well." From his appearance on the show in April.

.John Collison is bullish on two types of people: high-agency individuals and double majors. "There are two categories of people I would be super bullish on right now and I think will do incredibly well over the next 10-20 years. First, high-agency people. The people at Stripe who have been talking to customers and know exactly what we should do. It's the people who have that pep in their step and want to go make Stripe better. They are so much more empowered thanks to AI." "The second is double majors. I think if you understand software and understand finance, or if you understand software and understand marketing, you now can go massively improve the entire marketing funnel for your company. Now, one person can do what would have taken 20 people dredging through all these systems." "Charlie Munger talked about the importance of being multidisciplinary and multidisciplinary thinking. He thinks getting a functional understanding of many disciplines is not that hard. You can just go read the books now or you can talk to your AI about it. I think multidisciplinary thinkers are going to do incredibly well." From his appearance on the show in April.

TBPN

66,636 views • 11 days ago