Natty
3.6K posts

Natty
@nattyice
I have explained liquidation preferences to my wife three times. She has never asked. @ClickHouse & @kleinerperkins scout. Write Semi-Structured. Opinions mine.
Oakland, CA Beigetreten Mart 2009
429 Folgt1.4K Follower

hamilton helmer says there are 7 powers that make a business defensible. agents are dissolving most of them in real time. the ones that survive aren't the ones you'd pick
Natty@nattyice
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Thrilled to lead @mastra's Series A. Mastra has quickly become the default framework for building TypeScript agents. @calcsam @abhiaiyer @smthomas3 know how to build great OSS, earn developer trust, and ship fast. We're excited to support them on this next phase 🙂🚀
Sam Bhagwat@calcsam
We’re excited to announce today that @mastra has raised a $22M Series A led by Spark Capital. This brings our total capital raised to $35M:
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We’re excited to announce today that @mastra has raised a $22M Series A led by Spark Capital.
This brings our total capital raised to $35M:
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This week metrics and logs join traces in @mastra Studio.
• Logs: every event, searchable with full context
• Traces: debug any run, end to end
• Metrics: cost, latency, errors, and scores at a glance
With all three pillars of observability in one place, you can now see the whole picture.
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i feel like i just took a pill bottle full crazy pills talking to my grandmother-in-law's financial advisor. drawing down 25% annually, 48% in equities.
i asked: what's the strategy if the market drops 10% tomorrow? he says "well, i guess we don't have a strategy, we just need to weather the storm", full straight-faced. how do you even respond to that?
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goddammit. I’d just bought a bunch of $RVI
Buck@BucknSF
Mercor might be a zero if they actually have millions of people in their database. Assuming an Equifax payout of $400/class member given sensitivity of information and biometrics.
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hot take from the database guy: the model is the least interesting part of your agent. the data layer is doing all the work. the model is just taking credit.
anyway, here’s some words i wrote
Natty@nattyice
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i'm unclear if x penalizes me for links in the article, but the full thing is also here: semistructured.substack.com/p/the-llms-get…
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This feels near to saying “hey if you want your company to be successful you should try making some money”
The Information@theinformation
A strong exit strategy for startups is to get acquired by frontier AI labs, Aashay Sanghvi of Haystack claims. @aashaysanghvi_ was selected for The Information’s Next General Partners short list. Read the full list here: thein.fo/48fOVDO
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🚨 CRITICAL: Active supply chain attack on axios -- one of npm's most depended-on packages.
The latest axios@1.14.1 now pulls in plain-crypto-js@4.2.1, a package that did not exist before today. This is a live compromise.
This is textbook supply chain installer malware. axios has 100M+ weekly downloads. Every npm install pulling the latest version is potentially compromised right now.
Socket AI analysis confirms this is malware. plain-crypto-js is an obfuscated dropper/loader that:
• Deobfuscates embedded payloads and operational strings at runtime
• Dynamically loads fs, os, and execSync to evade static analysis
• Executes decoded shell commands
• Stages and copies payload files into OS temp and Windows ProgramData directories
• Deletes and renames artifacts post-execution to destroy forensic evidence
If you use axios, pin your version immediately and audit your lockfiles. Do not upgrade.
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