Amitay Gilboa

@adamcohenhillel what r those places?

There are a few more other places where you can have a strong talent edge. Better talent, 3x cheaper. Silicon valley engineers are not particular better, but they are for sure 3 times more expensive :) they do have here a more "startup" mindset, but I believe this is solvable.

@reggitales u guys cooked 🧑‍🍳

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* for 2 systems that should have full access to each others data ** when context efficiency is not an issue at all *** when simple api is not working (most time it just does)

@DrBrownEmmett @DecartAI בשנה וחצי האחרונה יש הגירה חיובית מטורפת לSF, האקוסיסטם פה מושך מלא אנשים לעיר, והבעיית הומלסים נהייתה יותר livable אני מאוד long SF אם ממשיך ככה

@GilboaAmitay @DecartAI אכן לא רלוונטי למשפחות.. האמת גם הרווקים ברחו ממנה לאוסטין

איך קרה שכל הערסים מתרכזים במיאמי או LA שהן אחלה ערים בזמן שהישראלים שהייתי שמח לחיות לידם ״תקועים״ במקומות קרים כמו טנפליי ובוסטון..?

@DrBrownEmmett @DecartAI כן בעיקר צעירים רווקים שתדע שהיא השתפרה ממש. הייתי ב 21, 25, ועכשיו והמגמת שיפור די מטורפת

@GilboaAmitay @DecartAI SF מאז הקורונה הפכה לעיר נוראית.. אולי החבר׳ה הרווקים הצעירים.

@DrBrownEmmett ואנחנו גם כמובן :)

@GilboaAmitay מעבר בתוך ארהב או מישראל..?

@NamanSr where did they claim 240 arr?

Emergent claiming $240 ARR against $1 realised revenue hurts everyone who is looking to get funded. OpenAI claiming the same will hurt Indian startups lesser. So Indian founders talking against it is absolutely fine. We have a very similar situation in SaaS. Monthly subscription is $10. Annual is $90. Our rack rate is $150/annum. 1% of users pay this but we get to claim that as our ACV, if we want. We can easily say $10 of incoming revenue is $150 ARR and rest is marketing discount. Similar to what Ecommerce did with GMV and selling price. Think of this - A monthly subscribing user is 33% more valuable in ARR terms than annual user. All founders know how wrong that is in real business terms. In India monthly subscribing users are a complete PITA. How do we account for this internally. 1. We started treating monthly users as trial users. "Curiosity revenue". Not real revenue. 2. We steadily made the difference bigger. So that it is very clear that taking monthly plan is unintelligent. Since our users are intelligent (India SME), monthly subscription means they don't trust us, yet. 3. For internal MIS we discount monthly user's ARR by 40%. and Quarterly by 25%. Reflecting the lower chances of retention and that the quality of revenue is different. Just so that we don't get very happy for the wrong reasons.

@saranormous bad guys - better tools - better intelligence good guys - more coding velocity - less coverage

I know its "another tuesday" guys, but what(!) is happening in security right now

@conconconling in my experience engineers who want the responsibility & pressure coming with being a founders are maybe 5% of engineers (and i think i’m estimating high here) for a lot of engineers startup speed with employee responsibility is perfect balance

the founding engineer math today is entirely broken -- compared to options like joining one of the top frontier labs that seem to be on track for world domination and founding one's own company leveraging the abundant early-stage funding market, getting 1% working for someone else is understandably unappealing founders must create stronger / more novel incentive structures to have even a shot to win in the talent war: raise less dilutive early funding rounds and reserve more equity for hires, offer commissions / profit shares for customer contracts, offer significantly above-market equity to attract mission-aligned contributors...

@KaranVaidya6 @gdb @garrytan haha epic

Okay, @gdb is team CLI all the way. @garrytan thinks MCPs suck. So we hit the streets of SF to see if the city agreed. We posed a simple question: MCP or CLI? - Basically everyone under the age of 35 said CLI - One person said MCP was as bloated as Java - & unsurprisingly, numerous people told us to touch grass Final score- MCP: 3 vs CLI: 17 SF has spoken, and @composio listened. Our universal CLI is now live! Drop your best CLI vs MCP hot take in the comments and we'll send the best ones some very sick gear 👀 Link to try our CLI in the next thread ⬇️

@MitcheIl AGENT

@benhylak i think they have much better chance in harness then in model either way will be hard as hell

only one thing will save cursor: building the best coding model in the world. nothing else matters. if they can't do this, they'll die.

@saranormous website are much more accessible to LLMs through their code & network requests rather then visual screenshots we made CTAs bold to catch the human attention, but the LLM much rather just see the <button> tag and know it's the thing to click

watching claude try to use the browser...are websites being adversarial to computer use on purpose? or is CUA still that bad

@mati_h טייק מעניין אבל לעומת בני אדם שהפלסטיות המחשבתית שלהם מוגבלת, למה לא לשכלל/לתקן במקום לפטר?

לאט לאט כל התהליכים האנושיים עוברים עיבוד לגירסה המלאכותית. רמות שכל: לא כל בינה היא חכמה. חלוקת תפקידים: סוכן לא יכול לעשות הכל. חשיבה: לא מבצעים בלי תכנון מוטיבציה: סוכנים נוטים להיות עצלנים ולטייח ההמשך הטבעי הוא: ראיונות: לא מכניסים עובד מלאכותי בלי לראיין דיילי: עדכונים יומיים ולא כל רגע בחינת ביצועים: האם עדיין צריך את הסוכן, האם הוא שווה את המחיר

- he's asking claude to lay out the AI privacy risk - he's taking claude's response as ground truth - then he uses that to attack AI senator @BernieSanders, if this technology can't be trusted, why do you trust it's response to your questions?

@Yuchenj_UW get airpods or move or something one of the charming things about this city is that people deeply care about this and debate it over lunch

The wild thing about the Bay Area right now: Every Chinese restaurant I go to, the next table is debating: > “Claude Code vs. Codex” > “OpenAI vs Anthropic vs Google vs xAI, who will win” > “Is OpenClaw hype or real?” I just want to enjoy my meal… but I really couldn’t.

@thdxr is there good-enough devs in Miami to build in-office tech comp?

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take my money