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Vector databases are a scam. Not technically, they do exactly what they say. Return the most cosine-similar string to your query. The scam is the entire industry pretending that's the same thing as relevance. It isn't. Search "Apple." You get the fruit, the company, the watch, and a recipe...

186,958 просмотров • 5 месяцев назад •via X (Twitter)

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Aravind Srinivas just described a future most founders are pretending they are ready for. One person. One machine. A company that runs itself. Srinivas: “Buy a Mac mini, set up a Perplexity personal computer, and run their business on that.” Not a side project. Not a pitch deck. A real business with real revenue while the founder is not in the building. AI runs the ads. Handles SEO. Integrates Stripe. Ships features. Answers customers. All of it executing without a single employee. Srinivas: “Have this all working while you can be sipping wine in Napa.” But before he sold the dream he killed the one most people are already chasing. Srinivas: “Everybody talks about this one-person one-billion-dollar company. It’s not truly moving the GDP by one billion. It’s not truly creating new value.” One researcher collecting a billion in equity does not grow an economy. It rearranges numbers between balance sheets. Nothing gets built. No customer gets served. That is not value creation. That is valuation creation. Srinivas wants no part of it. What he described is the opposite. The person driving Uber between shifts who has the idea but not the payroll. Not the engineering. Not the marketing. Not the support staff. That person gets a machine that replaces all of it. Hundreds of thousands in revenue. Millions. Generated by autonomous systems doing the work that used to require ten employees and a burn rate. Not paper wealth. Not valuation theater. Output that moves through an economy and touches real customers. That is what moves GDP. Not one person worth a billion dollars. A million people each building something worth a million. That math rewrites a country. Then Srinivas said the part that separates him from every hype merchant in the room. Srinivas: “Everybody thinks AI is already there. It’s not there yet. Someone has to do that hard work.” The vision is real. The infrastructure is not. The agents are not autonomous. The integrations are not seamless. The plumbing is not finished. Someone has to wire the APIs. Connect the billing. Build the bridge between what a founder wants and what a machine can deliver. That work is not a keynote. It is not a tweet thread. It is engineering that nobody wants to do and everybody will depend on. Whoever finishes it first does not just build a product. They hand every ambitious person on Earth a company they can run alone. The corporations that need five hundred people to do what one founder with the right infrastructure could do are not efficient. They are exposed. And the person building the thing that exposes them just told you exactly what it looks like. He also told you it is not going to build itself.

Dustin

64,593 просмотров • 7 месяцев назад

Sam Altman just handed every startup founder a one-question autopsy. Altman: “If you’re building something on GPT-4 that a reasonable observer would say we’re going to steamroll you.” Not might. Not could. Going to. He said it with the calm of someone describing weather. Because to him it is weather. The model improves. Whatever was built on the old version’s weaknesses gets washed away. That is not strategy. That is erosion. And most founders are building on the erosion line. They find a gap in the current model. They wrap a product around it. They raise money. They hire. They scale. Then OpenAI releases the next version and the gap closes and the product has no reason to exist anymore. Altman: “When we just do our fundamental job, which is make the model better with every crank, then you get the ‘OpenAI killed my startup’ meme.” He is telling you directly. They are not hunting you. They are not even thinking about you. They are just improving the model. You happen to be standing where the improvement lands. That is the part founders refuse to hear. OpenAI does not need to compete with you. It just needs to keep doing exactly what it was already doing and your entire company disappears as a side effect. You are not a competitor. You are a temporary symptom of incomplete intelligence. The moment the intelligence completes you become nothing. Then Brad Lightcap delivered the cleanest diagnostic ever spoken in venture capital. Lightcap: “Ask if a 100x improvement in the model is something they’re excited about.” One question. The entire investment thesis reduced to a single binary. Does the next model make your company more powerful or does it make your company pointless. There is no middle ground. Lightcap: “We know the companies that come to us saying, ‘We want the next model. When is it coming out? I want to be the first to try it.’” These companies built something that feeds on intelligence. The smarter the model gets the more their product can do. They are not threatened by progress. They are starving for it. Then there are the companies Lightcap never hears from. The ones who go quiet when a new model drops. The ones who read the release notes like a death sentence. The ones privately praying the next generation takes longer because every improvement shrinks the ground beneath them. If you are hoping the model stays roughly where it is you have already told the market everything it needs to know about your company. You are not building on intelligence. You are building on the absence of it. Altman: “95% of the world should be betting on the latter category.” The latter category is simple. Assume the model keeps getting better at the pace it has been getting better. Build for that world. Not the world where GPT-4 is the ceiling. The world where GPT-4 is the floor and the ceiling has not been built yet. Then Altman told a story that should be framed on the wall of every startup in the country. A medical AI company came to him that morning. They were not complaining about the model. They were not worried about being replaced. They were demanding it improve faster. Altman: “Here’s how many people are dying every day you delay.” That is what alignment with the trajectory looks like. A company so deeply built on intelligence improving that every day the model stays the same is a day someone dies who did not have to. They are not building on a flaw. They are building on a future that has not arrived fast enough. That is the difference. The wrapper startup patches what the model cannot do today. The real company builds what the model will unlock tomorrow. One is running from the train. The other is laying the track. Altman told you the train is not slowing down. Lightcap told you exactly how to know which side you are on. One question. Does a 100x smarter model make you more valuable or erase you. If you had to pause before answering you already did.

Dustin

39,652 просмотров • 6 месяцев назад

What does it actually mean to be AI native? There was no clear guide on the internet for how to become AI native so we built the definitive one (60 min masterclass): 1. An AI native org has 3 layers: people for strategy and taste, agents for execution, and a shared context layer that makes the entire company readable to agents. 2. AI eats the middle of your work. You used to spend 80% of your day on execution. Now agents do that. Your job is the bookends: deciding what to do and judging whether it's good enough. 3. Everyone is a manager now. Your output is the output of your agents. If your agents produce garbage, that's on you. You set them up wrong. 4. Using ChatGPT doesn't make you AI native. That's like having a website and calling yourself a tech company lol. 5. No AI native org without AI native people. Most companies skip straight to the tools. That's why it fails. If your people don't understand how to manage agents, the tech doesn't matter. 6. Making your company "readable" to agents is the real work. Every process, every decision, every piece of knowledge needs to exist in a format an agent can consume. Most companies are nowhere close. 7. Speed without signal is just expensive chaos. You need the system to move fast AND know if you're moving in the right direction. 8. The skill chain is how agents get good at your specific workflows. Skills build on skills. The more you invest in them, the more your company compounds. 9. The moat is the system. People managing agents, agents reading from rich context, the whole thing getting smarter every week. That compounds. Your competitor can copy your tools. They can't copy your system. Full episode with Theo Tabah from LCA on The Startup Ideas Podcast (SIP) 🧃. This is the stuff we normally keep internal but all the sauce is yours. Theo Tabah is the brains behind advising the world's biggest companies on AI and building AI products. Your fav CEO's first call for figuring out AI. You are in for a treat Become AI native in under 60 minutes Watch

GREG ISENBERG

85,083 просмотров • 4 месяцев назад

Ed Zitron said on Bloomberg that every dollar you spend on an AI subscription burns between three and thirteen dollars behind the scenes. The price you pay has almost nothing to do with what the product costs. Your twenty dollar plan feels cheap because it is supposed to. The real cost of running the model on your prompts is several times what you hand over. The gap is covered by venture capital, not by the business working. That gap cannot stay open forever. At some point the price has to move toward the real cost. When it does, the product you built your day around gets more expensive or gets worse. Probably both. We have already seen the preview. When Anthropic raised its real token rates last year, the startups built on top of it had to scramble. Cursor, one of the fastest growing coding tools in the world, was forced to tear up its pricing overnight because the underlying cost it had been shielded from suddenly landed on its books. That is the whole industry in miniature. Everyone downstream is building on a number that is not real yet. Millions of people are wiring AI into how they work, how they write, how they code. They are doing it at a price that exists to hook them, not to last. The subsidy is not generosity. It is a customer acquisition cost with an expiration date. The bill is coming. Most people building on top of it have no idea what their workflow actually costs. Watch the interview on Bloomberg Podcasts

Ihtesham Ali

22,640 просмотров • 4 месяцев назад

An entire empire was overthrown over a two percent tax on a breakfast beverage. Look at what you tolerate now. You are taxed when you earn it. Taxed when you spend it. Taxed when you save it. Taxed when you invest it. And when you die, they tax whatever is left. That is not a system. That is a harvest. You commute in a car you paid sales tax to buy. You drive it on roads you were already taxed to build. You fill it with gas taxed by the gallon. When you sell that car, the next buyer pays sales tax on it again. The same car. Taxed every time it changes hands. You arrive at a job where your salary is cut before it ever touches your hands. If you work for yourself, you pay both sides. Two people on paper. Neither one keeps what they earned. Then you go home. Every bill you open has a government standing behind it with its hand out. You buy a house with money they already took their share of. Then they charge you property tax on it every year for the rest of your life. You want to renovate your own kitchen. You need a permit. You want to build a deck on your own land. You need a permit. You pay for the property. Then you pay for permission to use it. Stop paying property tax and they seize your home. Not because you missed a mortgage payment. Because you missed a payment to the government for the privilege of keeping what is already yours. You do not own your home. You rent it from the state. If you leave something behind for your children, they are taxed on what you were already taxed to earn. The same wealth. Taxed at every stage of your life. Then taxed one final time because you had the audacity to die. They found a way to monetize your absence. We are told this is the price of civilization. It is not. It is architecture. The most effective prison ever built is the one where the inmates believe they are free. They did not take your freedom. They priced you out of it. If you kept the full value of your labor, you would be free within years. Not decades. Years. The system cannot allow that. A machine built on consumption needs a consumer that never stops. You did not sign a social contract. You were assigned one. Now pay attention. They spent decades perfecting the extraction of your productivity. Now they are building the technology to replace you. AI is not coming for your job because corporations are greedy. It is coming because a system that already takes half your output just realized it can take all of it. Without needing you in the equation. You were never the point of this arrangement. You were the input. And the moment they engineer a cheaper one, you become a rounding error on a quarterly earnings call. They did not build AI to free you. They built it to finish what the tax code started. It was never about the tea. It was about the precedent. Today we hand over half our waking lives and thank them for the potholes. You do not live in a free economy. You live in a subscription you never signed up for. And the penalty for canceling is everything you have.

Dustin

27,945 просмотров • 6 месяцев назад