@kiwicopple @supabase "Our growth rate right now is as fast as it was during YC." Wow. Congrats @kiwicopple, @AntWilson and the whole team.
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David Cahn
157 posts
David Cahn
@DavidCahn6
Partner at Sequoia
Palo Alto Katılım Haziran 2022
64 Takip Edilen6.9K Takipçiler
There are now 7M developers using @supabase
Signups have been accelerating since the start of the year
Our growth rate right now is as fast as it was during YC, except that we are doing it from a base of millions of developers instead of thousands
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Newest essay explores inconceivable startups, how founders balance divergent & convergent thinking in company building, and how people can train themselves to see the inconceivable.
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Once someone does something that once seemed impossible — immigrating to a new country, becoming the best in the world at something, or starting a company everyone thinks is absurd — the next inconceivable thing becomes easier.
Doing the inconceivable compounds.
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With @juicebox_work, recruiting doesn't need to be a guessing game anymore.
Congrats to @davepaffenholz, @ishangpta and the entire Juicebox team on 5,000+ customers and the new $80M Series B round led by DST.
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h/t @WillManidis for his great piece on endgame fatigue and how we’ve culturally become too endgame focused.
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Outside observers see startups as temporally sequential, with a beginning (inception/ seed stage), middle (product-market fit/ growth stage), and end (IPO/ scale-up).
The best founders actually live in all three of these phases simultaneously.
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"Flapping Airplanes’ strategy to compete in the brutal talent war is to not try to hire the most famous researchers. Instead, they are recruiting newcomers who would have ordinarily pursued a Ph.D. or a role at a quant firm."
aidan@aidanmantine
wsj today
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"Example proof of the magic of a mind running on 20 watts."
We're not done yet.
Andrej Karpathy@karpathy
A conventional narrative you might come across is that AI is too far along for a new, research-focused startup to outcompete and outexecute the incumbents of AI. This is exactly the sentiment I listened to often when OpenAI started ("how could the few of you possibly compete with Google?") and 1) it was very wrong, and then 2) it was very wrong again with a whole another round of startups who are now challenging OpenAI in turn, and imo it still continues to be wrong today. Scaling and locally improving what works will continue to create incredible advances, but with so much progress unlocked so quickly, with so much dust thrown up in the air in the process, and with still a large gap between frontier LLMs and the example proof of the magic of a mind running on 20 watts, the probability of research breakthroughs that yield closer to 10X improvements (instead of 10%) imo still feels very high - plenty high to continue to bet on and look for. The tricky part ofc is creating the conditions where such breakthroughs may be discovered. I think such an environment comes together rarely, but @bfspector & @amspector100 are brilliant, with (rare) full-stack understanding of LLMs top (math/algorithms) to bottom (megakernels/related), they have a great eye for talent and I think will be able to build something very special. Congrats on the launch and I look forward to what you come up with!
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Having the opportunity to work with @bfspector has been a highlight of my career.
I don’t think there exists someone better equipped for both company building and foundational research work.
The @flappyairplanes team is full of talented and creative people and they are tackling the most important problem in AI. I’ve been lucky to get to know many of them.
I’m excited to keep working with them, and I am confident that anyone would be lucky to join this team.
Flapping Airplanes@flappyairplanes
Announcing Flapping Airplanes! We’ve raised $180M from GV, Sequoia, and Index to assemble a new guard in AI: one that imagines a world where models can think at human level without ingesting half the internet.
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David Cahn retweetledi
The new guard in AI has emerged: next generation of top tier AI founders just started a new kind of frontier lab. Good luck!
Flapping Airplanes@flappyairplanes
Announcing Flapping Airplanes! We’ve raised $180M from GV, Sequoia, and Index to assemble a new guard in AI: one that imagines a world where models can think at human level without ingesting half the internet.
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