Marina Temkin

@juliarturc @im_roy_lee So polite of @im_roy_lee, isn't it?

@MTemkin @im_roy_lee i vote for foid

Don't know what's better, being called "some random woman" or a "Bro." I was expecting the latter, but @im_roy_lee's language was surprisingly clear and polished when I interviewed him last summer.

@nmasc_ Don't forget to buy it with your FSA account, if you got one.

OK We're at the point in the AI news cycle where I've decided to finally buy an Oura ring

@ankurnagpal If those people need an explainer. Here's an oldie but goodie I wrote in 2023.pitchbook.com/news/articles/…

A lot of people are about to learn how liquidation preferences work

RIP Scott Adams. 10 years ago, I moderated a chat with him and Irina Block (Android logo creator) at the Palo Alto JCC. Scott joined our small Russian-Speaking Women in Tech club completely pro-bono. It was a fun, inspirational evening, and we were grateful for his generosity.

@mjnblack The last place I lived in New York. Really, really loved it.

Reader, I moved there (after literally learning that Hudson Heights existed 1 year ago from this tweet) If you live in upper Manhattan (or want me to sell you on why it’s the last place in nyc where you can build an affordable, high-quality life) dm me!! (summer pics for reference)

@JoshConstine Now I need to know where such traditions are made. Was it Archimedes by any chance?

@MTemkin So chill. I’m dragging you there next year

Hosting Saunakkah - our 8th annual bathhouse Hannukah party today They’ll never scare us out of celebrating.

You know you have touched a nerve when @TechCrunch writes about your tweet! Kudos to my partner @JayaGup10 for saying what every VC was thinking: that "king making" is back in fashion! techcrunch.com/2025/12/03/vcs…

@nmasc_ Congrats, Natasha! So well deserved.

Some professional news: I’m joining Bloomberg! Same city, same beat — covering the endlessly dynamic world of venture capital and startups. talkingbiznews.com/media-news/blo…

@ZeffMax You'll be missed!!!😭

Personal news: today is my last day at TechCrunch. Two years ago I moved to SF to be closer to the people building AI. I'm so happy I did — it's been a wild, fascinating, and exciting ride. Excited to keep reporting on AI and the industry's leaders in my next role. More soon!

I am offering $500k in $10k grants to paint murals of the face of Iryna Zarutska in prominent US city locations Please contact katie@eoghan.com for more details Please also share this message If you would like to contribute to this fund, please contact Katie also

@Katie_Roof Congratulations, Katie!

Update on my end…I’ve been poached! I’m excited to join The Information as Deputy Bureau Chief of the venture capital section, where I’ll be reporting and also mentoring young reporters. I’ve also offered to move back to SF because it makes the most sense for the role

@nickbaumann_ techcrunch.com/2025/08/07/the…

techcrunch reports that AI coding tools have "very negative" gross margins. i.e. they're losing money on every user. this isn't just a temporary reality while competing in the land grab, it's the market telling us that this structure doesn't work. there's a natural market structure forming: > models compete on capability (anthropic, openai, google) > infrastructure competes on price (inference providers) > software competes on features (the actual tools) cursor, windsurf, and others, they're trying to bundle all three & extract margin from the middle layer. it's like buying electricity for $100 and reselling it for $50. when users pay $20 or $50 or even $200/month but burn $1000/month in inference, that's not a business model, it's VC charity disguised as skyrocketing ARR. this inference arbitrage is unsustainable, so, how do they close the gap? 1. random pricing changes (cursor's surprise charges, claude max pull-backs) 2. silent degradation (smaller context windows, cheaper in-between models) more succinctly, "most subscription businesses are fixed-revenue, variable-cost -- an incentives time bomb." -chris paik google doc the market equilibrium for coding harnesses is: > model agnostic (because the best model is changing monthly) > transparent pricing (pay what you use) > open source harness (trust through transparency) companies that are burning billions are fighting this structure. they're trying to be the unnecessary middleman in a commodity market, and when the music stops on VC-subsidized inference, only the architectures with aligned incentives to build the best coding harness will survive. cline follows the open-source playbook. we never tried to monetize access to software, we accepted that software wants to be accessible. we charge enterprises for what they actually need: team management, security, support. not because they aren't capable of building this, but because they prefer to outsource coordination risk. we don't resell inference, we apply the same lesson that built linux, kubernetes, and every successful open-source company. reselling inference on closed source harnesses is a business model that fights the natural market structure.

Source: Windsurf's gross margins are "very negative"; many believe the same margin pressure is impacting Cursor, Lovable, Replit, and other vibe coding tools (@mtemkin / TechCrunch) techcrunch.com/2025/08/07/the… #a250807p53" target="_blank" rel="nofollow noopener">techmeme.com/250807/p53#a25… twitter.com/Techmeme/statu…

@alex You just have to accept that it will be like this for a while.

@MTemkin We just muddle through? right?

The best part of having children and a job is that you get to feel like you suck at both

@alex absolutely!

@MTemkin also pls hug everyone at TC for me

Scoop: LangChain is raising fresh capital at about $1B valuation from IVP. A rich price for a startup whose revenues are ARR is $12M - $16M, according to sources. techcrunch.com/2025/07/08/lan…