Vik the CricketGeek retweetledi
Co-director @davidautor explains the difference between automation technologies and collaboration technologies — and why there is huge untapped potential for AI to be used as a collaboration tool.
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Vik the CricketGeek
1.1K posts
Vik the CricketGeek
@RunsnBuzzAI
Passionate about Machine Learning and education reform through AI. Royal Challangers Bengaluru fan. #PlayBold #IPL
Manchester Katılım Aralık 2023
207 Takip Edilen12 Takipçiler
Vik the CricketGeek retweetledi
After their deal with Shopify, @mlevchin says Affirm had to figure out how to onboard 800,000 new merchants in just one week:
“Shopify asked us, ‘Hey, are you going to be ready?’”
“We’re like, ‘definitely.’ Meanwhile—we’re scrambling.”
“For like a week with no sleep, people are just manually reviewing merchants.”
Molly O’Shea@MollySOShea
BREAKING: Max Levchin (@mlevchin), Co-Founder of PayPal & CEO of @Affirm — HQ Tour A Masterclass in: Espressos → Big Lebowski → PayPal lessons → Affirm → Economics of AI The Dude abides. “The net IQ of the world Is about to go up 50 points” Result: As intelligence becomes normalized, bad actors & "fine print" companies will get exposed faster. We cover: • Capitalism vs the “warm embrace” of socialism • You can’t perfectly time an IPO • The best time ever to be a CS CEO • AI collapsing the cost of intelligence • Great economic shift underway Strikes & gutters, ups & downs. Recorded at Affirm HQ, March 30, 2026 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Max Levchin, Co-Founder & CEO at Affirm (01:35) Inside Affirm's office espresso bar (06:46) How the love for espressos started at age 5 (10:30) Truth about bad coffee beans (13:51) Strava & cycling (14:56) Meeting Alfred Lin & Tony Hsieh over poker (21:14) Onboarding 800K Shopify merchants in one week (22:59) Big Lebowski in every shareholder letter (32:11) The PayPal lesson that built Affirm (35:25) Being a technical CEO (37:57) Why this is the best time to be a technical CEO (42:10) Should engineers still learn to code? (44:48) Side quest with AI (46:59) Companies AI will destroy (49:46) How AI has changed engineering at Affirm (50:54) Agentic commerce & DoorDash (52:28) Devolution of Credit (55:06) Biggest misconceptions about BNPL (57:42) Being a public company CEO (01:07:01) Advice for private companies (01:11:09) Creating his own economy (01:14:29) Can AI help solve the $39T debt problem? (01:16:00) Learnings (01:17:46) Will average IQ rise or fall?
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Vik the CricketGeek retweetledi
Ryan (@typesfast) is one of the most creative and asymmetric thinkers I know. This whole convo is so good
D. Scott Phoenix@fuelfive
The Silk Road made everyone rich, and then it killed half of them. Progress ep02 is live with @typesfast of @Flexport. We discuss why the global economy is as fragile as ever, what it takes for America to build again, and whether AI needs its own god.
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Vik the CricketGeek retweetledi
Founders should have vesting shares like everyone else. With a one-year cliff for early folks that don’t work out, which is extremely common; the more founders, the more common.
Yes you should make that legal before you start. Always.
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Vik the CricketGeek retweetledi
Execution over everything
x.com/i/status/20444…
JC Bahr-de Stefano@jbahrdestefano
Wow @Rippling crossed $1B ARR + is growing 78% YoY., with growth accelerating every quarter for three straight quarters... The growth re-acceleration is what stands out. In May '25, @parkerconrad shared that growth was "well over 30%." Less than a year later, 78%! ~$350M ARR (end of 2023) → ~$570M (early 2025) → $1B+ today What's notable is how deliberate they were. While competitors were rushing AI features to market in '24, Conrad shared with TechCrunch that he felt like "there's just a lot of really insubstantial stuff out there in the AI world." He wasn't anti-AI but also wasn't going to ship an AI feature for the sake of it. They waited, launched their AI analyst in March '26 (a natural language layer that lets employees and admins query live data and take real action across HR, payroll, IT, and finance). Already considered their most successful product launch ever Amazing to see both acceleration and compounding at scale
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Vik the CricketGeek retweetledi
3 products.
1 device.
1 moment that changed everything...
This 1 hour keynote where Steve Jobs pulls off the greatest product reveal in history will teach you more about product launches than a 2 year MBA.
Bookmark this & give it 1 hour, no matter what. It’ll be the most productive hour of your week.
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Vik the CricketGeek retweetledi
We finished selecting the fellows for Puentes III by @AntigravitySF. 14 of them... more information to come soon.
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Vik the CricketGeek retweetledi
Geoffrey Hinton called Sam Altman "morally flexible." The Pentagon deal just proved it.
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Vik the CricketGeek retweetledi
Vik the CricketGeek retweetledi
hot take:
you're not a founder until you crack distribution.
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Vik the CricketGeek retweetledi
For differentiation look inward -- what can 𝘺𝘰𝘶 do ; what do 𝘺𝘰𝘶 have.
For everything else you can look outward -- what are the so-called "best practices" you can just steal?
All is needed to create a full organization, but spend most of your time on the former.
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Vik the CricketGeek retweetledi
My mission for the newsletter and podcast coming to fruition.
Newsletter + Podcast + Slack + LennysProductPass.com + LennysData.com.
All the advice, community, and tools you need to build a world-class product and career.
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Vik the CricketGeek retweetledi
Vik the CricketGeek retweetledi
Mental framework for managing agents:
Think of managing a startup
You can’t make one person do everything ( finance, ops, admin, marketing, strategy, engineering)
You need one person for every work stream.
Same with agents.
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Vik the CricketGeek retweetledi
🚨NEW: The number of people on Universal Credit has hit 8.4 million, up 63,000 in a single month, according to DWP data published today
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Vik the CricketGeek retweetledi
.@rabois: Most companies hire ammunition when they really need barrels.
"Most companies raise money, and then they hire a lot of people. And then the CEO, almost without exception, gets frustrated because they've hired a lot of people, their burn rate has increased, and they don't feel like more is getting accomplished per unit of time.
The fundamental driver of this is the number of people that can independently drive an initiative from inception to success is very limited within most companies. If you hire more people without expanding the number of what I call 'barrels,' that can drive ideas from inception to success, all you're doing is stacking people behind the same initiatives."
The ratio of barrels to ammunition is what determines the number of important things a company can pursue simultaneously.
Lenny Rachitsky@lennysan
"High performance machines don't have psychological safety. They're about winning." Keith Rabois (@rabois) was COO of Square, part of the PayPal Mafia, an early investor in Stripe, Palantir, Airbnb, DoorDash, and Ramp, and a 2x founder. He's spent 25 years obsessing over how to build world-class teams. In our in-depth conversation, we discuss: 🔸 How to identify undiscovered talent 🔸 Keith's barrels vs. ammunition hiring framework 🔸 The three traits of the best-performing companies right now 🔸 Why talking to customers is actively harmful for consumer products 🔸 Why the PM role is dying 🔸 The specific interview question he asks every senior candidate 🔸 Why CMOs (not engineers) are becoming the #1 consumer of AI tokens Watch now 👇 youtu.be/xCd9ykretlg
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Vik the CricketGeek retweetledi
Bitcoin's emergence as digital capital represents the most significant monetary shift in decades. While fiat currencies have lost 99% of their purchasing power, institutional players are building systematic Bitcoin accumulation strategies across every layer of the capital stack.
The transition from speculative asset to institutional reserve asset is accelerating. Companies are no longer asking if they should hold Bitcoin, but how much and through which vehicles.
This isn't just about price appreciation - it's about recognizing that programmable, scarce digital assets fundamentally change how we think about storing and transferring value globally.
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Vik the CricketGeek retweetledi
There's actual data CLEARLY showing degradation of Opus on the same task. This type of gaslighting ( intentional or not ) is a form of fraud in my opinion. You're denying (lying) about providing an inferior version of the service.
In the future check here: marginlab.ai/trackers/claud…
NIK@ns123abc
>Claude is this true?
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Vik the CricketGeek retweetledi
reposting some fundraising advice....on memos.
Memos: Thesis > Report
I'm seeing more founders put together "investment memos" as fundraising material. It's a good idea.
But too many of them read like book report summaries.
Founders if you are going to write a memo, make sure it reads like a thesis:
1) How you developed your thesis: the way you uniquely connected datapoints to construct the argument for why your startup should exist.
2) Your unique vision of the future, what you see when you "live in the future", what the world will look like
3) Assumptions you're making that could be tested, how you disproved and gained conviction
4) Risks to your thesis and where you could be wrong. The questions you asked yourself late at night. Strategic analysis based on market knowledge.
5) The massive upside potential if you are right, and what sequence of products/strategies unfolding in future years that would create that future vision.
As an investor when I'm doing due diligence and reading a memo, my goal is to understand the nuance of your thesis and strategy, something I can't get from a pitch deck.
Investment memos provide the opportunity for rich, nuanced inferences and cause-and-effect relationships to shine.
Please don't send me a book report!!
Memos are a thesis.
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Vik the CricketGeek retweetledi
Name a better duo - I'll wait
Congrats @modal and @erikdunteman
Pouring 🔥 on those sandboxes
Modal@modal
We're excited to announce that @ButterDev_ is joining Modal to help us continue to build the best sandbox infrastructure. Welcome to the team! 💚🧈
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