Rasool Rayani

CEO Founder = allocating time between recruiting: Talent Customers Capital Best skill for achieving all of the above efficiently? Great story telling.

If this is true, using the best public estimates we have of LLM resource use, solving this Erdos problem took 0.6–6.3 kWh of electricity and about 3–31 liters of water. So that is less than three almonds worth of water and the electricity equivalent of 2-20 miles of EV driving.

The new Readwise MCP server is now out of beta. Search across every word in your library. Triage your inbox. Organize your data. Anything you can do in Readwise, your AI can now do for you. Connect from ChatGPT, Claude, Codex, Perplexity, Poke, or any other AI app.

In some very real sense, Ozempic was invented in 1990. Pfizer ran the human trials and just never published them. They showed it lowered blood glucose in diabetics, slowed gastric emptying, and killed hunger; the same 3 things that make Ozempic work today. The joint venture agreement said internal data stayed internal, and that was that. Pfizer killed the program in 1991. The reasoning, as far as I can tell, was that nobody would ever want an injectable diabetes drug besides insulin. So, the license went back to the hospital in Boston that held the patents. Novo picked it up in 1992 and spent the next two decades building liraglutide, then semaglutide. It's insane that data sat in a filing cabinet for 30+ years. I only know this because Jeffrey Flier, one of the Harvard scientists in the room, finally wrote it up. He's in his late 70s and didn't want the history to die with him. This makes you wonder what else is in those filing cabinets. Ozempic could've existed 27 years ago.

I’ve had very good results running autoresearch with local qwen 3.6 26b model as long as I had a simple vibed pi “advisor” extension that allowed it to periodically ask GPT 5.5 for ideas. I think this direction has a lot of merit.

You vibecoded a website somewhere other than Replit? That’s not wise, but okay… we’re going to let you import it and get a free mobile app. Yes, FREE MOBILE APP!

People at major AI labs (using internal models) 3-4 months ahead of startup silicon valley engineers SV founders/eng 3-6 months ahead of NY NY founders/eng 6-12 months ahead of rest of world Most people have no idea how fast AI shifting as 1-2 years behind SOTA "The future is here, just not equally distributed" - Robert Heinlein

Successes by age… Age 4…not peeing in your pants Age 12…having close friends Age 16…having a drivers license Age 18…having sex Age 35…having money Age 50…having money Age 60…having sex Age 70…having a drivers license Age 75…having close friends Age 80…not peeing in your pants

Q1 was a strong start to the year for @ServeRobotics. We delivered nearly $3 million in revenue, above expectations, up almost 7X year over year and 3.5X from last quarter. The part I’m most proud of is what’s behind that growth: Compared to Q1 last year, our deployed fleet is 7X larger, daily active robots are 10X larger, and daily supply hours are up nearly 13X. We’re activating robots faster and getting more out of every robot in the fleet. With @DiligentRobots, Serve now spans 44 cities across 14 states, with nearly 2M deliveries completed across sidewalks and healthcare. This is what Physical AI looks like in practice: real robots, operating in the real world, at commercial scale, making lives better. I’m heading into our Q1 earnings call now to share more about what these results mean for the year ahead. See you there!

Almost every single semi stock in the has gone 2x in the last month. More enterprise value created in non-Nvidia publics in the last month than all big labs this year.

I predict that xAI (now SpaceXAI) will quickly move away from training their own in-house models, and Grok will stop competing to be a top-ranked LLM. They will focus on being a hardware/ compute provider and leave the competitive models to others (their customers.)

Tomorrow, @CityofVancouver is voting on a pilot for autonomous delivery robots, including @ServeRobotics. They should approve it. This is personal. Vancouver is my home, and it’s where I was inspired to build Serve. It's where I fell in love with robotics. It's also where a lot of Serve's engineering has taken place. But this vote is bigger than me. It’s an opportunity to support local businesses, reduce congestion on our streets, and make our city a great place to live.

Alcohol use disorder accounts for 5% of deaths worldwide annually, and there is an urgent need for new treatments. A new study found that GLP-1 reduces heavy drinking days in treatment seeking people with alcohol use disorder and obesity: spkl.io/6012AfU04

For 50 years, software engineering ran on code rationing. Writing code was expensive, so we rationed it carefully through roadmaps, RFCs, prioritization meetings, and scope reviews. This created a role: the No Engineer. No, that won't scale. No, we don't have bandwidth. No, that's out of scope. No, we need a design doc first. The No Engineer was valuable for 50 years. Every "no" saved real money. Their judgment was the rationing system. LLMs will be the end of code rationing. Code is cheap now. And while the No Engineer is explaining why something can't be done, the Yes Engineer has already shipped three versions of it. If you're a Yes Engineer, the next decade is yours.

holy shit gcp’s growth is insane to watch. +63% y/y. it’s now entirely plausible that google cloud becomes on par with search in revenue, if not bigger. we use gemini heavily because the cost/quality ratio has been absurd for a lot of tasks. our stack is model agnostic & every model can be swapped out, including the system prompts but for many workloads gemini is just the obvious choice. for the more nuanced stuff, especially personality & voice, our router still pulls in claude or gpt paired with elevenlabs. as a unapologetic wrapper company, we love that the stuff we depend on gets radically cheaper & better over time. interesting that google spent its entire existence assembling the pieces for gcp struggling as the third player but gemini is when they all finally snapped into place.

We all know with certainty that AI will drastically reduce the costs of corporate auditing. This cost-reduction already widespread in legal. One problem - the big 4 are holding the line, telling clients despite AI, we are not lowering rates. Curious how this lands. The "task" is way cheaper. Will one of the "next three" start disrupting with price? Will the PCAOB circle ranks in an ugly act of regulatory capture? I'm watching with interest. Any predictions?

First randomized trial to show Ozempic reduces alcohol consumption in people seeking treatment for alcohol use disorder. Placebo-controlled, double-blind. Participants with BMI >30 kg/m2. thelancet.com/journals/lance… @TheLancet

Huge congrats to our friends at Avoca on their Series B and building the AI workforce for service businesses! We're excited at @Lazer_HQ to have a front row seat to their growth and be partnering with them on a number of efforts. Excited to keep the momentum going!

The highest concentration of Michelin-starred restaurants in the world is 20x denser than Paris, 50x Manhattan/SF and 100x Tokyo. It’s Higashiyama ward in Kyoto. With ~50 stars for ~35k residents, it has an insane 1 star every ~700 residents! You can’t be >200m away from one.