Harish
671 posts
General Catalyst just co-led a $31.5 million seed round into a blatant rip-off of my company, Kled.
(skip to 40 seconds if you want to skip context)
I would typically not speak on things like this, but this level of blatant copycatting is egregious and completely unacceptable, and needs to be made an example of.
This is one of hundreds of YC startups who have conducted this disgusting behavior. Unimaginative slop that continues to get rewarded due to nepotism.
Yuri Sagalov@yuris
Super excited to colead @LuelCompanyAI’s $31.2M seed round. There are certain teams you meet where you know within 5 minutes that you want to partner with them Luel is one of those team. William and Inigo are incredibly ambitious founders who understand the human data bottleneck from the inside out. They've built Luel to create a scalable, reliable supply of that data — something that will be foundational to the next generation of AI.
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codex for finding local businesses who may need help building a website:
Kappaemme@Kappaemme1926
CODEX SKILL THAT TURNS LOCAL SEARCH INTO CLIENT LEADS! I made a Codex skill that helps find local businesses that may need a website. Search nearby shops, gyms, restaurants, salons, and local activities while Codex checks who has a real website and who only has socials. -> local business prospecting -> website vs social-only checks -> lead scoring -> phone/contact fields -> chat or CSV-style output -> one-command install Install: npx --yes local-client-prospector-skill 100% open source. Repo in Bio.
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AI + Cultural shifts are changing the education system. Colleges need to reposition from “come here for 4 years and get credentialed” to “we help you continuously compound skills, judgment, network, and taste.”
Marc Porter Magee 🎓@marcportermagee
University of Vermont projects 15% drop in freshman class
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The Thinking Machines Lab founder and former CTO of OpenAI tells WIRED she isn’t interested in automating people out of jobs. Instead, she’s building AI that can collaborate. wired.com/story/mira-mur…
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@DiscussingFilm Occam's razor. Just cast Henry Cavill and start production.
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Amazon has officially begun auditions to cast the next James Bond.
Who do you want to be the next James Bond?
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By far the most embarrassing thing about this is that the hedge fund guy was using the MOST CRINGE website on the entire Internet for milf sex 😬
x.com/i/grok/share/4…
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@DiscussingFilm Love the idea, and the name! Now, please -
1. Write a good script
2. Don't pander
3. Have conviction and take it seriously
Audience can sniff out bad movies even before the trailer drops.
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An all-female ‘EXPENDABLES’ spin-off is in the works titled ‘EXPENDABELLES’.
The film is set in the late 1990s during the height of Y2K-era tension and geopolitical uncertainty.
(Source: #recipient_hashed=c29a18b1836cc82650211baa49c4fcd6872acc5aeb1548c4c6ff47b58d55da3e&recipient_salt=9a87ebb7d63d19946e7c6fbd2f3543dd952707624cd25bf3e0919260889624fd&utm_medium=email&utm_source=exacttarget&utm_campaign=Breaking%20News&utm_content=682575_05-15-2026&utm_term=38630175?utm_medium=email&utm_source=exacttarget&utm_campaign=1778841138-Breaking+News&utm_content=682575_5-15-2026&utm_id=682575" target="_blank" rel="nofollow noopener">hollywoodreporter.com/movies/movie-n…)
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@skeptrune Seen a bunch of AI ads in subway. Let’s keep the geeky AI ads out of our beloved city please.
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i try to not be negative about startups, but goddamn this ad is bad
deeply unfortunate that it’s basically the only AI ad i’ve seen since being in New York
giving all of us in San Francisco a bad name
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@Codie_Sanchez It’s all about the scale. Your laundromat has 800 customers, OAI has 800M.
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OpenAI: Valued at $852+ billion, will lose $14 billion this year
My Laundromat: Bought for $100k, nets $67k per year
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@Abhinavstwt If you don’t understand it, you’re not the target. Ignore and move on.
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@staysaasy It’s too tempting for the model companies to not take over vertical categories. They get the key workflow, data, usage patterns etc. The decision is whether they focus on research and let vertical companies thrive OR capture as much revenue as they can.
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If Anthropic successfully nukes Harvey/Legora with Claude for legal, the only logical conclusion for vertical AI companies will be to never build on Anthropic, and for OAI to be their model company of choice with non-compete agreements.
All OAI would have to do is sign contracts agreeing to not compete and they’d secure billions in revenue from B2B AI companies that don’t want to get bombed by their model provider.
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founder friend just got scammed from Anthropic secondaries
apparently on the call they claimed "direct access to the cap table"
so my friend pretty quickly wired $500k
didn't check the fine print
they now own 5% of "Ant Tropic", a luxury vacation destination for ants
i told them they need to immediately pivot the business to AI because there are 20 quadrillion ants on earth, and the TAM is huge
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IMO you don’t need CS degree to build. Identify a problem space that you’re passionate about, build ( Claude can do a good job with V1) and put it out there ( X, Reddit, IRL events, or wherever your personas hangout), reach out to folks and show genuine curiosity to learn. Most people operate in good faith and be willing to respond.
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@HarishMuk @andruyeung What if you don’t have the CS experience and need to network ?
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The worst thing you could do for your career right now is to go to business school.
The opportunity cost of your time has never been higher.
Polymarket@Polymarket
JUST IN: Business schools are slashing MBA tuition by as much as 50% due to falling demand.
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@zerohedge And that’s why Anthropic will open at $3T cap on the IPO day.
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@JosephKahn I remember the discourse around Troy. It wasn't flattering. I guess the bar was high. That bar is at the bottom of the ocean now. There are not many movie stars left who can play such roles.
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I watched TROY again and I think the problem is Brad Pitt is the definitive Achilles. Anything below his feral physical perfection comes off like weak ass cosplay. Every man is Elliot Page compared to this guy.
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@themgmtconsult I am not sure Sam or Dario need consulting firms to make intros to C-Suite. It’s probably the other way around. Though on the other hand, models will be trained on this knowledge for sure.
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McKinsey, BCG, Accenture, Deloitte, and a few more, signed up to use the software, and also agreed to embed OpenAI's FDEs directly into their client teams.
On the surface, it's the ultimate win-win... but deep down it looks like a Trojan Horse.
The issue of the original Trojan Horse was two-fold: the Greeks were inside, and the Trojans had nowhere left to go.
The risk in the enterprise is that by the time the consultants realize they have automated 80% of their own intellectual property, it will be too late: they will have already trained the models that replace them.
They will have given OpenAI and Anthropic the direct relationships with the C-suites.
I sometimes think Sam and Dario are not your friends, they did not come to help you build a better consulting firm.
They came to build a world where the "consultant" is just a legacy function - a ghost in the machine that was once a person.
More on my recent article on Consulting Intel:
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@patrick_oshag One key takeway: They are optimizing for compute intensely. They are leaving $$ on the table. Prices will continue to go up as models get better and compute plays catchup.
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Krishna Rao is the CFO of Anthropic, and this is his first podcast appearance.
He joined the company two years ago when run-rate revenue was about $250M. Today it is $30B. He has helped raise ~$75B and is responsible for the procurement and allocation of compute.
I feel lucky we get to hear what it is like to sit inside a company this consequential at a moment this pivotal.
We discuss:
- The cone of uncertainty
- How he allocates compute across Trainium, TPUs, and GPUs
- What investors misunderstand about model companies
- Why the returns to frontier intelligence keep rising
- Platform vs application and where Anthropic builds its own products
- How Anthropic uses Claude internally
I have asked my closing question about the kindest thing more than 500 times. Krishna's answer is one I have never heard before.
Enjoy!
Timestamps:
0:00 Intro
2:38 The Compute Canvas
6:51 The "Cone of Uncertainty"
11:58 Why the Returns to Frontier Intelligence Are So High
16:45 Recursive Self-Improvement
20:20 Scaling Laws
23:30 Sourcing $100 Billion in Compute
28:05 Platform vs. Application Strategy
32:52 Pricing Dynamics
38:48 How Anthropic’s Finance Team Uses Claude
43:24 Raising Capital & Overcoming Investor Skepticism
52:32 Public Perception, Risks, and Government Regulation
57:25 Mythos Release
1:12:33 What Could Derail the AI Revolution?
1:13:47 Biotech and Healthcare
1:15:31 The Kindest Thing
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@martyrdison We are acting like data centers are a new concept. They have been around for a while. Only now they are being built to power AI, which is also foolishly been positioned as creating permanent underclass, UBI etc.
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data centers are fundamentally a marketing problem
railroads used to be one too. towns fought them over noise, land use, and fear of outsiders. eventually people realized railroads meant commerce, jobs, and growth
stadiums get backlash every single time they’re proposed. but teams flip the narrative by turning them into entertainment districts with restaurants + nightlife
data centers need the same shift
right now the public narrative is just doom and gloom
power consumption, water usage, giant buildings. people do not feel personally connected to the upside
there needs to be a massive shift in rhetoric from “infrastructure people tolerate” to “infrastructure that benefits your community”
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