Martin Lynch

@pmddomingos If building a platform, it's about picking the right part of the platform to be AI powered. For us, we started almost entirely AI & learned quickly about which parts need to be deterministic (hint: most). But to your point, if we could reliably make it 100% AI, we would.

Whoever makes rock-solid AI not an oxymoron will be a quadrillion-dollar company.

Funny: my questions were genuine, as I'm truly interested in the degree to which something is important simply because it's human, particularly when it's a tech VC blocking AI content. But now that content is viewed with AI suspicion I can see how poorly it came off! x.com/i/status/20369…

I now get so many AI-generated replies that it's just too much work to report them for spam and block them, so I'm downshifting to muting.

We just launched policy issuance in InfiniteUnderwriter - now you can quote, bind and issue complex P&C policies in minutes, with no data entry. Submission to quote to policy. In minutes. And as always, we don't charge you extra for new features. More coming soon!

@MobofJoggers In my experience over the past 15 months, the ratio is 99:1 in favor of waves, pictures, and thumbs up. Cybertruck is a joy generator for people inside and outside of it.

Hey Cybertruck owners... Do you get more waves and love or middle fingers and hate from random people?

@foofoufu @paulg Also, my question is genuine: it's not clear where I'd draw the line between valuing content for content's sake & dismissing it just because it isn't human generated. Similarly, would I watch hockey if the players were AI robots? I don't think so, even if the play was excellent

@MartinMLynch @paulg Where can I send your “I failed a Turing test” t-shirt?

@foofoufu @paulg The Turing test is a test of *humans'* inability to detect artifice. I'm afraid you've failed its opposite.

Canadian here. Although it's common for Canadians to refer to healthcare as "free", the actual average annual cost for a family of 4 is about $19,000 & for a childless couple it's $17,338. Right now, the wait times for hospitals near me range from 3:38 to 6:36. That's how long you'll be sitting in an emergency waiting area before anyone will see you.

Look up how and when Canada got there and how they budget and pay for it. Then ask how you would transition our system to their approach

@paulg "Our AI-powered P&C underwriting platform allows underwriters to handle submissions 10 times faster at 1/10th the cost." There. No magnets required.

Trying to make founders describe their products in simple everyday language is like trying to push together the north poles of two magnets.

@svpino The gatekeeper mentality in a single post: "How dare you assume you can do something!" The optimal approach to life is to assume you can do something until life proves otherwise. And to remember that no one is born knowing how to do anything. If they can learn, you can too.

Last year, I met a person who has never written a single line of code in his life, yet he feels he can build anything he wants. He told me point-blank: "I challenge you to tell me something I can't build using AI." I tried to explain, but I couldn't find the right words. The most fascinating aspect of vibe-coding is how it has convinced so many people to believe they are better and more capable than they really are.

@aakashgupta What this is actually telling us is that *not* processing videos, and using that compute elsewhere, is worth at least $1 billion. I wonder how the math looks for xAI/Grok.

OpenAI just exited the video generation business entirely. App dead. API dead. No video inside ChatGPT. Disney’s $1 billion deal, signed four months ago, is dead. Read that again. This isn’t a consolidation into the super app. Altman told staff Tuesday that OpenAI is winding down all products using video models. Disney’s own statement says they respect OpenAI’s decision to “exit the video generation business.” The Sora research team is being redirected to robotics. The reason is sitting right there in the competitive data. Anthropic hit $19 billion in annualized revenue by early 2026 selling text and code. No video generation. No image generation. No consumer social app. No Disney deal. One product surface: chat, code, computer use, all in one place. OpenAI looked at where every dollar of market growth was coming from and saw the answer: coding and enterprise. So now they’re copying the model. ChatGPT, Codex, and the browser merge into one app. Instant Checkout killed today too. Every consumer experiment is getting cut. What remains is the Anthropic playbook: one app, code and chat, enterprise and developer focus. The Sora numbers explain the urgency. Total consumer revenue across iOS and Android since September: $1.4 million. Peak month was $540,000. Every video generation burned GPU compute that could have been running inference for ChatGPT or Codex instead. OpenAI’s own head of Sora announced generation limits because chips couldn’t keep up. At $14 billion in projected 2026 losses, every GPU matters. Google just inherited the AI video market by default. Nano Banana already lives inside Gemini. No standalone app to manage, no separate brand to support. Among the majors, they’re the only ones left. Runway, Kling, Minimax, Luma, and the other independents are still shipping, but none of them have Google’s distribution. Disney put $1 billion in stock warrants on a product that lasted six months. The deal was announced in December. Characters from Marvel, Pixar, and Star Wars were supposed to be generating fan videos on Sora by now. Instead, Disney is writing a polite press statement about “respecting OpenAI’s decision” while its legal team unwinds a deal that never produced a single licensed video. Four months from billion-dollar partnership to obituary. That’s how fast the AI product landscape reprices when the unit economics don’t work.

@TiffanyFong Another problem autonomous vehicles are about to solve...

how do you get your uber driver to shut the fuck up ?

@danshipper @garrytan @tobi So true. The time it takes to communicate delegation scales exponentially as your team scales linearly. Plus there's the latency involved when working in a rapidly changing space. Getting your hands dirty as CEO isn't just the smart thing to do, it's necessary to survive.

in ai, a company is only going to go as far as their CEO goes you cannot delegate working with the latest tools—it's a critical part of building your intuition for how this new world works that's why @garrytan @tobi etc are going so hard right now. bullish

@data_republican Restaurants have begun this data harvesting. Went to one, asked for a table & was asked for my number. I politely declined. The hostess called for help. After much discussion it was determined they would be unable to seat me. The place was nearly empty. I went elsewhere.

Pet Peeve: When I sign up for anything these days to receive more information or a discount, I'm asked for my email address. (That's fine. I keep a separate email address for spam and shopping.) BUT now it jumps to a second screen, and they want my phone number so they can spam text me endlessly after I have already given them my email address! No longer will I be duped into that. They can keep the 20% discount.

Years ago, I used to go to the movies at least once a week. I loved it. Now, companies like @CineplexMovies make it almost impossible to see a movie: They charge extra for buying tickets online (!). Logging in requires a text confirmation code. Trying to pay via credit card ($53 for 2 tickets) brings up another text confirmation process. Then the transaction fails claiming I need to turn cookie blocking off (I'm not blocking any cookies except the 3rd party cookies Chrome blocks by default). It's like a crash course in how not to build online products. I give up. I'll stream something instead...

@bartlebytaco I had a similar experience when moving many years ago: I stumbled upon a dense page of calculus formulas I'd written in college. I stared at it. I couldn't understand a single formula. There was a time I deeply understood all of it. That time isn't coming back.

a few days ago i realized i have a 15-year log of every book i've read—i started writing down every book i read in 2011. as i was combing through this list i would occasionally stop on a title and realize i couldn't remember a single thing about it, and this was 60% of the books

@demishassabis Science & philosophy, at their roots, attempt to answer a simple question: "Where are we?" We have few answers, so far. We can't recall arriving here. Our brains live in silent darkness with electrical impulses their only input. Most is unknown. So much yet to discover!

It’s 2am again, my favourite time, and as always reality is still staring me in the face 🧐

@jasonfried I think this is on point. The AI software revolution will mostly be people with deep domain expertise using AI's leverage to build much better solutions faster & cheaper. That's what we're doing in insurance. Winners: the builders & their customers. Losers: tech consultants.

A bespoke software revolution? I don't buy it. It'll exist. It already exists. Small consultants and big consulting firms have made custom software for years. It almost always sucks. It’s bloated, confusing, and because the client pays, it’s built wrong in all the ways. Who’s excited about bespoke software? Software makers! Of course they're excited about building bespoke software — that's what they do. X is full of them. Your feed is full of people who love making software talking about making software. Of course they’re excited about the revolution. Echo, echo, echo... Most people don’t like computers. Nobody in tech wants to say that out loud. People tolerate computers. They use them because they have to. Given the choice, most would rather not think about them at all. So when someone suggests that AI means everyone will build their own custom tools, ask who "everyone" is. The three-person accounting firm drowning in client paperwork? They want the paperwork gone, not a new system to maintain. The regional logistics company with 40 trucks? They want the routes optimized, not Joe spouting off about this new system he’s been messing around with. The law firm billing 70-hour weeks? They want leverage on their time, not a software project to design. They don’t hate technology. But building and maintaining their own critical systems isn’t their wheelhouse, regardless of how much faster and easier it’s become. It's another job on top of the job. Will these people use AI? Absolutely, for all sorts of things. Will some outliers go deep and build real custom systems? Sure, but they're almost always people who already had some pull toward software. The curiosity was already there. They were dabblers before. Giving everyone access to software building tools doesn't mean everyone becomes a builder. A powerful excavator doesn't turn a homeowner into a contractor. Most people just want the hole dug by someone else. They don’t want the responsibility either.

@zacbowden I hadn't used Windows for years. Then the purchaser of my company (which used Workspace) onboarded me to their Windows platform. Wow. Ads to subscribe to Xbox regularly popped up. On a business installation. 3 varieties of Outlook, each with unusable search. It was terrible.

BREAKING: Microsoft just announced several major changes to Windows 11 in an effort to win back user trust and evolve the platform into something people will actually want to use over macOS and Linux! It's a huge announcement that addresses Windows 11's biggest problems today, tackling core fundamental issues such as unreliable system performance, UX consistency, AI bloat and general enshittification. Microsoft has confirmed that this year, it WILL be reducing where ads and Copilot appear throughout the system, including in Start, Widgets, Notepad, Photos, and more! File Explorer and Windows Search will be upgraded with improved performance and capabilities that make finding apps and files much faster and easier. The OS will become lighter with less RAM and system utilization at idle, making it smoother to run on low end hardware with limited memory. These improvements will also benefit high-end PCs too. Windows Update will be improved with more granular controls and the ability to postpone updates for longer, along with reducing how often the OS needs to restart to install an update. Microsoft has also confirmed that it's bringing back fan favourite features such as the ability to move the Taskbar! It's also working to update more areas of the system shell with modern WinUI designs, which should make Windows 11 feel more coherent and complete. There's much more in the announcement, and it honestly all sounds too good to be true. Microsoft really is listening to feedback, and is eager to make Windows the BEST desktop OS on the market. More details including when these changes will arrive in the link! windowscentral.com/microsoft/wind…

@wholemars There is no effective strategy left for either company. Uber can't beat autonomy: autonomy+Uber will always cost more than just autonomy. Rivian can't beat autonomy: they have no viable FSD & won't any time soon. All either can do is throw hail Mary's & make announcements.

What’s going on at Rivian is downright wacky.