Ekhlaque Bari

AI feels a lot like the early days of the internet. At first, people used it to do the same things, just faster emails instead of letters, websites instead of brochures. But over time, the internet didn’t just improve old systems, it made entirely new ones possible. Social media, the creator economy, digital businesses none of these were just faster versions of something that already existed. Right now, most companies are still using AI like email, simply speeding up what already exists. But the real shift will come when someone builds the “social media of AI” something that couldn’t exist before. That’s where the real value will be created.

@chatgpt21 Every big leap in AI quietly comes from saying no to a lot of good ideas.

🚨 Sam Altman: there's a very important thing happening. I did not expect 3 or 6 months ago to be at this point we're at now” We now have a confirmed reason why OpenAI pulled out of Sora and it was as most of us expected - because they needed to concentrate all of their compute and product capacity into their next generation of models and automated agents. Sam says: "We have a few times in our history realized something really important is working or about to work so well that we have to stop a bunch of other projects. In fact, this was the original thing happened with GPT-3. We had a whole portfolio of bets at the time... we shut down many projects that were working well like robotics... so that we could concentrate our compute, our researchers, our effort into this thing that we said, okay, there's a very important thing happening." "I did not expect 3 or 6 months ago to be at this point we're at now, where something very big and important is about to happen again with this next generation of models and the agents they can power." "We need to concentrate our compute and our product capacity into these next generation of automated researchers and companies... the note under the note is it's about compute. It's always about compute."

@rohanpaul_ai If attention is the currency, AI just figured out how to print it at scale.

Spotify’s AI music boom is now redirecting millions of dollars away from human musicians and towards AI. The article says 34% of daily uploads are now AI-generated, or about 50,000 tracks per day, which suggests the royalty dilution problem could grow long before listeners can reliably tell what is synthetic. The basic problem is simple supply: streaming platforms split a royalty pool by share of total plays, so every stream captured by cheap AI-generated tracks slightly shrinks the payout going to songs made by people. The reported estimate from Sloptracker says more than $2.5M has already been diverted by just 50 AI artists. The deeper issue is that music platforms reward attention at scale, and AI can produce songs in huge batches with almost no recording costs, no session players, and no studio time. A human artist is limited by time, skill, and studio cost, while an AI system can generate huge volumes of passable music fast enough to flood recommendation systems, playlists, and search results. --- thecooldown .com/green-business/ai-impact-on-music-industry-artist-losses/

@VraserX @DaveShapi We’re not ready for a world where work ≠ income.

Sam Altman sounds like he’s been reading @DaveShapi on post labor economics. And honestly, good. He seems to understand one of the biggest economic questions of the AI era: what happens when value creation keeps exploding, but wage labor stops being the main way people access that value? A new social contract matters. Not just “trust the process,” but real mechanisms for shared ownership, new taxation, and broad access to capital. That’s exactly the kind of thinking the post labor future demands.

@ImSamHorton @Uare_ai AI that understands you > AI that understands trends.

$80B market by 2030. 90% of content will be AI-generated by EOY. The question isn't whether AI makes the content. It's whether the AI making it actually knows you, or just knows the algorithm. That's the difference between Individual AI and everything else. Your AI should sound like you, think like you, and work for you. Not for the feed. Source data: @GrandViewInc

@lcce01 First wave is comfort, second wave is uncomfortable but way more powerful.

The first wave of AI automates tasks. The second wave redesigns which tasks should exist. Almost every organisation is working on the first wave and calling it transformation. The ones working on the second wave are building different companies.

@VraserX AI concentrates value faster than it distributes it.

The biggest political issue of the AI era will not be safety. It will be ownership. Who owns the models, robots, chips, energy, and the wealth they create?

@Prathkum Velocity in code ≠ velocity in outcomes.

Everyone got faster at writing code with AI, but only a few got faster at shipping products.

@BadCapitalVC In India, you don’t bundle products, you compound trust.

India and China have taken very different paths to building superapps. The Great Firewall in China blocked every foreign platform - WhatsApp, Google, Facebook - which meant WeChat didn't have to compete for messaging, payments, or commerce, but it did fill each gap as and when it opened. India had the opposite problem. By the time any local app tried to consolidate, the market was already fragmented across global giants. So the only path left was to own one obsessive daily habit, then expand from trust. @rapidobikeapp started with cabs and gradually moved into metro tickets, parcels, and flights. @WhatsApp started with messaging and evolved into commerce and UPI. @Paytm is the one example that tried to skip this step - launching as a superapp from day one, adding gold, insurance, ticketing, and commerce before the core habit was sticky enough. But this explicit superapp strategy invited overextension, regulatory scrutiny, and a brand identity crisis. You probably can't build a superapp in India. But you can become one.

@tushaarmehtaa Offline is where depth lives, online is where distraction wins.

my hatred for online meetings grows every time i meet someone offline and remember how good that experience actually is no checking other apps, no switching tabs, no running claude code, no scrolling x you’re just there, fully present, listening and responding pure bliss

@bindureddy If AI writes it, someone still needs to know when it’s wrong.

ALARMING! Programmers are totally forgetting how to code We are beginning to interview folks who have lost totally lost touch with coding Who is going to fix it, if the AI breaks everything 😱

@VraserX We’re not heading into a new system, just accelerating the existing one.

The scariest AI future is not machine rebellion. It’s obedient machines serving human elites who already hoard power, land, media, and capital. Is that not the more realistic nightmare?

@paraschopra Public failure feels heavy, but private stagnation is worse.

Honestly, I feel like a beginner again. Learning what good scientific research is about and how to build a lab that creates impact. Just like my first time building a startup in my 20s, I'm making mistakes, reflecting, iterating - all of it while shipping. It's so refreshing and fun. The key difference from my startup days v/s now is that I feel (for good or bad) there are more eyes on me, so I have to keep reminding myself that it's okay to fail publicly occasionally as long as each iteration is better than the previous one. Reputation, social image, legacy - all these are mental prisons and devices of fear. What matters ultimately is if you're having fun playing at the edge of your capabilities, which prevents things from either becoming boring or impossible. And that's what I keep recalibrating to.

AI is the first tool that punishes lazy thinking in real time. It will mirror your depth back at you, brutally.

things keeping me up at night about where AI is actually going: 1. "ambient businesses" are coming. basically, agents monitor the market, handle customers, execute decisions. you check in every few days. 7-8 figure businesses with almost no daily human input. we're early but it's happening. 2. you can now build a company in an hour. grab an idea, vibe code it, add stripe, get a customer. the old timeline was 12 months to first revenue. that's just gone. 3. the internet went app store era → API economy → agent economy. we're now in the part where agents hire other agents on the fly. fixed tech stacks are dissolving. nobody's built the glassdoor for AI agents yet. 4. vertical AI is replacing headcount. that's 10x the market that vertical SaaS ever touched. boring industries like insurance, construction, legal, elder care are the goldmine. 5. SaaS pricing is flipping from per seat to per result. someone is going to build a billion dollar business just by converting legacy SaaS companies to outcome based pricing 6. a whole graveyard of generic SaaS is coming. basic CRMs, analytics dashboards, template marketplaces, scheduling tools. agents just do it better. lots of incumbent saas that are generic and not reinventing themselves right now will struggle/reprice. 7. "human made" is becoming the new luxury. porsche already ran a 100% human made ad campaign. no AI is going to be a premium label like organic is for food. there's a real business in that certification. 8. IRL is having a renaissance. when everything is AI generated, being in a room with other humans becomes scarce. karaoke bars, escape rooms, live music, co-working. the experience economy is accelerating. 9. founder market fit is dead. founder agent fit is what matters now. can you direct a fleet of agents like a film director? that's the new unfair advantage. 10. ghost team org charts are coming. two real people, twelve agents with names, faces, personalities. your about page is going to look the same 11. 1000 true fans is now 100. agents cut your costs so much that 100 customers at $500/mo is a real solo business. micro monopolies across multiple niches. this is the playbook. 12. context window poisoning is the new phishing. cybersecurity hasn't caught up. agents have access to your files, email, bank accounts. bad things are going to happen. it's also a massive startup opportunity. 13. the window is open for maybe 12-24 months. then the moats get built like data, brand, trust, network 14. build cost is basically zero. audiences are underpriced. niches are wide open. idk about you but i'm not sleeping much so much opportunity this is the most asymmetric time to be building a startup. full episode on @startupideaspod to get your creative juices flowing (latest episode get it where you listen/watch pods) no advertisers, just pure ideas to help you im rooting for you don't just bookmark share with a friend watch

@Jayyanginspires Strategy is just decisions made early enough to matter.

“The general who wins the battle makes many calculations in his temple before the battle is fought. The general who loses makes but few calculations beforehand.” – Sun Tzu

@lcce01 What feels like speed today is usually tomorrow’s bottleneck.

Absence of process is where speed goes to die. Build the system before you feel the pain. By the time you feel it you're already three months behind.

@VraserX The line blurs when usefulness outweighs origin.

If an AI can mimic wisdom, comfort, humor, and understanding well enough, at what point does “fake” stop mattering to most people?

@naval The best games give you progress, vibe coding gives you ownership.

Vibe coding is more addictive than any video game ever made (if you know what you want to build).