@brockpierson Yes. Netscape is still an underappreciated company. The entire internet stack we use today owes to it. Unfortunately, also JavaScript 😕
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Roman Dobrik
2.3K posts
Roman Dobrik
@ScaletonOne
30 years of experience in various product development roles in leading Silicon Valley enterprise technology companies. Cofounder of Collaxa, acquired by Oracle.
San Jose, CA Katılım Aralık 2021
338 Takip Edilen534 Takipçiler
@Clint_Davey1 Also they are responsible for bad Mexican music 😃
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Fun fact.
Mexico has half-decent beer because Habsburg Emperor Maximilian brought over Austrian brewers in the 1860's.
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Start work on your computer, continue your local session anywhere. 📲
Remote control for GitHub Copilot CLI and @code sessions is now generally available.
docs.github.com/en/copilot/con…
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Just wait for the autonomous drones to be able to use embedded Mythos-level models.
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We will see where the market will head after those IPOs. While Google or Facebook built solid, well-integrated, and controlled highly profitable pipelines and increased shareholder value, most of the crypto value simply evaporated. For AI companies, revenue will be there, but what about the margins? They will have to share it with other layers: hyperscalers, hardware, energy. Also, while Google and Facebook founders maintained control over those companies and made difficult decisions faster, both OpenAI and Anthropic have a much more diverse shareholder structure with many often competing interests.
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Agreed that the divide in outcomes is the starkest it's ever been, but there has always been a stark divide in silicon valley between the folks who are in the defining co of the time vs. not. Pre-IPO folks at Google, FB + folks early into crypto also saw similarly sudden rise in fortunes. With market sizes larger than ever, this is still not the end game. This will keep happening at larger and larger scales every 5-10 years with newer waves.
Deedy@deedydas
The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen. Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders - have hit retirement wealth of well above $20M (back of the envelope AI estimation). Everyone outside that group feels like they can work their well-paying (but <$500k) job for their whole life and never get there. Worse yet, layoffs are in full swing. Many software engineers feel like their life's skill is no longer useful. The day to day role of most jobs has changed overnight with AI. As a result, 1. The corporate ladder looks like the wrong building to climb. Everyone's trying to align with a new set of career "paths": should I be a founder? Is it too late to join Anthropic / OpenAI? should I get into AI? what company stock will 10x next? People are demanding higher salaries and switching jobs more and more. 2. There’s a deep malaise about work (and its future). Why even work at all for “peanuts”? Will my job even exist in a few years? Many feel helpless. You hear the “permanent underclass” conversation a lot, esp from young people. It's hard to focus on doing good work when you think "man, if I joined Anthropic 2yrs ago, I could retire" 3. The mid to late middle managers feel paralyzed. Many have families and don't feel like they have the energy or network to just "start a company". They don't particularly have any AI skills. They see the writing on the wall: middle management is being hollowed out in many companies. 4. The rich aren’t particularly happy either. No one is shedding tears for them (and rightfully so). But those who have "made it" experience a profound lack of purpose too. Some have gone from <$150k to >$50M in a few years with no ramp. It flips your life plans upside down. For some, comparison is the thief of joy. For some, they escape to NYC to "live life". For others still, they start companies "just cuz", often to win status points. They never imagined that by age 30, they'd be set. I once asked a post-economic founder friend why they didn't just sell the co and they said "and do what? right now, everyone wants to talk to me. if i sell, I will only have money." I understand that many reading this scoff at the champagne problems of the valley. Society is warped in this tech bubble. What is often well-off anywhere else in the world is bang average here. Unlike many other places, tenure, intelligence and hard work can be loosely correlated with outcomes in the Bay. Living through a societally transformative gold rush in that environment can be paralyzing. "Am I in the right place? Should I move? Is there time still left? Am I gonna make it?" It psychologically torments many who have moved here in search of "success". Ironically, a frequent side effect of this torment is to spin up the very products making everyone rich in hopes that you too can vibecode your path to economic enlightenment.
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This is nothing new under the sun. When I was working at Netscape almost three decades ago, we did a lot of work on corporate sites, banks, insurers, and telcos to bring them to the internet. You have to deeply understand their infrastructure and business processes to make any groundbreaking technology useful in real-world scenarios.
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Why OpenAI and Anthropic doing consulting businesses is such an obvious and right move
"When you see OpenAI and Anthropic deploying engineers into enterprises, it’s a sign of a huge opportunity for vertical AI.
It’s not easy to go into these companies, access the data, clean it, organize it, and integrate into workflows in a compliant way.
There’s so much complexity, from high trust to different types of sensitive data, and it takes a lot of effort to build something scalable." @ShivdevRao
Love to hear your thoughts on this and the opportunity here @rodriscoll @kirbyman01 @jamdac
Harry Stebbings@HarryStebbings
I have interviewed 1,000s of the world's best founders over the past decade. Few have impressed me like @ShivdevRao at @AbridgeHQ. He navigated a brutal 5-year wilderness before exploding into one of the most dominant forces in vertical AI. Today, Abridge is a $5.3BN powerhouse. I sat down with Shiv to unpack exactly how he did it and condensed my notes below: 🚀 6 Lessons on Building a $5.3B Vertical AI Juggernaut 1. Survive Long Enough for Market Timing to Catch Up: Abridge spent 5 years in the "wilderness" before hitting a tidal wave of adoption. When you have an absolute true north thesis, your primary job in the early days is simple: stay standing and don’t die. You must be alive when the sky finally opens up. 2. Pivot the Product, Never the Core Thesis: Shiv was willing to pivot on features, go-to-market strategies, and business models. But he refused to budge on his core thesis that healthcare is ultimately powered by the spoken human signal. Die on the hill of your thesis; adapt everything else. 3. Target the Concentration of Scale Early: A massive trap for healthcare and enterprise founders is staying down-market too long for "fast feedback loops". In the US, the vast majority of clinicians are concentrated within large, integrated delivery networks. Time your "YOLO shot" to go up-market the moment the market inflects. Single biggest advice to founders on when to go up market @bhalligan @dharmesh? 4. Own Your Stack to Protect Your P&L and UX: While many AI startups rely entirely on frontier systems, 40% of Abridge's model outputs are generated by in-house models. Milliseconds matter in high-stakes enterprise workflows. Building your own models gives you insane performance gains, lower latency, and ultimate control over your P&L. When should you vs should you not build your own model @matanSF @MaxJunestrand @antonosika? 5. Don't Fight Foundation Models—Counter-Position Instead If you try to fight the frontier model giants directly, you've already lost. You win by going millions of miles deep into regulated industries with proprietary datasets and workflows they can't easily replicate. Find ways to coexist and leverage their tailwinds. Reminds me of what @bradlightcap said on his 20VC. 6. Move Toward the "Flat Company" Era: With the explosion of AI agents and advanced tooling, the traditional management layer is compressing. Shiv’s latest idealistic shift is building a hyper-flat organization: fewer managers, and highly leverageable "Super ICs" who can move in lockstep and cover massive surface area. (link in comments)
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The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen.
Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders - have hit retirement wealth of well above $20M (back of the envelope AI estimation).
Everyone outside that group feels like they can work their well-paying (but <$500k) job for their whole life and never get there.
Worse yet, layoffs are in full swing. Many software engineers feel like their life's skill is no longer useful. The day to day role of most jobs has changed overnight with AI.
As a result,
1. The corporate ladder looks like the wrong building to climb.
Everyone's trying to align with a new set of career "paths": should I be a founder? Is it too late to join Anthropic / OpenAI? should I get into AI? what company stock will 10x next? People are demanding higher salaries and switching jobs more and more.
2. There’s a deep malaise about work (and its future).
Why even work at all for “peanuts”? Will my job even exist in a few years? Many feel helpless. You hear the “permanent underclass” conversation a lot, esp from young people. It's hard to focus on doing good work when you think "man, if I joined Anthropic 2yrs ago, I could retire"
3. The mid to late middle managers feel paralyzed.
Many have families and don't feel like they have the energy or network to just "start a company". They don't particularly have any AI skills. They see the writing on the wall: middle management is being hollowed out in many companies.
4. The rich aren’t particularly happy either.
No one is shedding tears for them (and rightfully so). But those who have "made it" experience a profound lack of purpose too. Some have gone from <$150k to >$50M in a few years with no ramp. It flips your life plans upside down. For some, comparison is the thief of joy. For some, they escape to NYC to "live life". For others still, they start companies "just cuz", often to win status points. They never imagined that by age 30, they'd be set. I once asked a post-economic founder friend why they didn't just sell the co and they said "and do what? right now, everyone wants to talk to me. if i sell, I will only have money."
I understand that many reading this scoff at the champagne problems of the valley. Society is warped in this tech bubble. What is often well-off anywhere else in the world is bang average here.
Unlike many other places, tenure, intelligence and hard work can be loosely correlated with outcomes in the Bay. Living through a societally transformative gold rush in that environment can be paralyzing. "Am I in the right place? Should I move? Is there time still left? Am I gonna make it?" It psychologically torments many who have moved here in search of "success".
Ironically, a frequent side effect of this torment is to spin up the very products making everyone rich in hopes that you too can vibecode your path to economic enlightenment.
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I've been in Silicon Valley for some time, so it's nothing new. With dot-coms, Google, or Facebook IPOs, there was always a feeling of missed opportunity. But this paranoia is also driving innovation here. As the godfather of Silicon Valley, Andy Grove, said, “Only the paranoid survive.”
GIF
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Success is so so relative. Or rather the sense of success.
People making close to 500K USD per year are worried about never leaving the “permanent underclass”
For most people having that amount of money is generational life changing wealth.
There is a beach in the island of Kos in Greece. It is kind of tucked away in a corner and not easily accessible to tourists. And on this beach is a little bar run by two dudes who swim, surf, sell cocktails and occasionally cavort with the tourists. They know nothing about AI, or the “permanent underclass”. They just couldn’t care less.
And they are infinitely more happy than the software nerds of Silicon Valley.
That is probably an extreme example but the best way to escape the permanent underclass is to just be.
Or as @pmarca likes to say, just retardmaxx.
Deedy@deedydas
The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen. Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders - have hit retirement wealth of well above $20M (back of the envelope AI estimation). Everyone outside that group feels like they can work their well-paying (but <$500k) job for their whole life and never get there. Worse yet, layoffs are in full swing. Many software engineers feel like their life's skill is no longer useful. The day to day role of most jobs has changed overnight with AI. As a result, 1. The corporate ladder looks like the wrong building to climb. Everyone's trying to align with a new set of career "paths": should I be a founder? Is it too late to join Anthropic / OpenAI? should I get into AI? what company stock will 10x next? People are demanding higher salaries and switching jobs more and more. 2. There’s a deep malaise about work (and its future). Why even work at all for “peanuts”? Will my job even exist in a few years? Many feel helpless. You hear the “permanent underclass” conversation a lot, esp from young people. It's hard to focus on doing good work when you think "man, if I joined Anthropic 2yrs ago, I could retire" 3. The mid to late middle managers feel paralyzed. Many have families and don't feel like they have the energy or network to just "start a company". They don't particularly have any AI skills. They see the writing on the wall: middle management is being hollowed out in many companies. 4. The rich aren’t particularly happy either. No one is shedding tears for them (and rightfully so). But those who have "made it" experience a profound lack of purpose too. Some have gone from <$150k to >$50M in a few years with no ramp. It flips your life plans upside down. For some, comparison is the thief of joy. For some, they escape to NYC to "live life". For others still, they start companies "just cuz", often to win status points. They never imagined that by age 30, they'd be set. I once asked a post-economic founder friend why they didn't just sell the co and they said "and do what? right now, everyone wants to talk to me. if i sell, I will only have money." I understand that many reading this scoff at the champagne problems of the valley. Society is warped in this tech bubble. What is often well-off anywhere else in the world is bang average here. Unlike many other places, tenure, intelligence and hard work can be loosely correlated with outcomes in the Bay. Living through a societally transformative gold rush in that environment can be paralyzing. "Am I in the right place? Should I move? Is there time still left? Am I gonna make it?" It psychologically torments many who have moved here in search of "success". Ironically, a frequent side effect of this torment is to spin up the very products making everyone rich in hopes that you too can vibecode your path to economic enlightenment.
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It was beneficial for all parties. I would say net profit for old members was actually higher. German, French, and Italian companies were able to acquire assets for peanuts. And let’s not pretend that all citizens of old members did not benefit. Increased profits from corporates transferred to social benefits. Without being able to lower costs of production, west European corporations would not have been able to compete a long time ago. Well, today when the cost of production in eastern EU members is starting to match, European companies are starting to lose competitiveness. Not counting catastrophic energy policies and extreme overregulation.
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@ScaletonOne @MichaelAArouet l'Europa è l' unico club che paga i nuovi arrivati. L' unico della storia
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It's always cute when people argue that the demise of Italian industry and stagnant real wages over the last two decades have nothing to do with the Euro's introduction.
How do you explain that then?
Why can't people admit that the Euro has been an epic failure for Italy?
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@anshublog Well, not necessarily. Special interest groups satisfied, problem solved.
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This is what happens when you don’t have a PM.
You take customers complaints literally.
And not solve the true underlying problems.
Governor Gavin Newsom@CAgovernor
FREE DIAPERS COMING THIS SUMMER!
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@anshublog Maybe we can return blockchain to its original purpose: a tamper-proof persistence layer for sharing data and context between agents. It can also serve really well in cross-organizational agent communication, which is the biggest weakness of existing agent platforms.
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If databases are the wrong state engine for agents, what is the right one?
Files, objects, databases - or something entirely new?
Is the life of an agent equal to a session or is it like a workflow or is it an ongoing thing? Should agents share all? Nothing? Compaction when?
Anshu Sharma 🌶@anshublog
“Agents will generate workflows dynamically. Applications will get thinner. And the systems that manage memory, state, coordination, and history will become more important than ever. Which is why I think databases are moving back to the center of software architecture. Not as storage. As runtime.”
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@anshublog Working on something like that. Like Collaxa 2.0 run by an agent. Persistence is the key for any agent-driven business process.
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“Agents will generate workflows dynamically. Applications will get thinner. And the systems that manage memory, state, coordination, and history will become more important than ever.
Which is why I think databases are moving back to the center of software architecture.
Not as storage.
As runtime.”
siddontang@siddontang
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Yes, we agree. However, the number of lines of code generated should not be considered an important metric of quality for AI coding agents. Similarly, a junior developer who writes thousands of lines of code is not more valuable than a senior one who can fix 10 important lines and more importantly design a high-quality product.
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@ScaletonOne @garrytan Yes agreed. But before investing in an expensive resource who can scale the application well, you need to prove the app deserves to be scaled.
And vibe coding is perfect for that
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Scalability is the new MVP—actually, it always was. But today it is even more important, as the time from idea to mass deployment has shortened from months to days. Projects must also be able to scale vertically, enabling customization. That is really hard without a well-designed modular architecture, not to mention code maintenance. I was never a big fan of MCP, as it usually didn’t solve the hard problems first. But it was able to secure financing.
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@ScaletonOne @garrytan You need PMF before you scale. And you need MVPs for that.
They can be pretty complex too.
Also, MVPs no longer mean tens of users. At least hundreds of thousands. For that, vibe coding is sufficient.
Think of cloud credits - you don’t need optimized infrastructure initially.
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@RiturajBiswas @garrytan Well, you probably don’t need to write 100,000 lines of code per day for an MVP. I don’t think Garry is interested in companies that don’t scale to millions of users. 🙂
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@ScaletonOne @garrytan Doesn’t matter for a MVP.
Production system needs better systems but very few companies have that scale (millions of users)
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@garrytan • $GOOGL Cloud +63% YoY
• $MSFT Azure +40% YoY
• $META revenue +33% YoY
• $AMZN AWS +28% YoY
Ed Zitron clearly knows more than all cloud customers buying those services.
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In 2024 Ed Zitron said "Generative AI is peaking, if it hasn't already peaked. It cannot do much more than it is currently doing."
Since then: costs dropped 1000x, 50%+ of Americans use AI weekly, OpenAI hit $2B/month revenue, and I went from not coding for a decade to shipping production software daily.
His argument went from "the economics don't work" to "they must be lying about the economics." That's not skepticism. That's cope.
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@daviddalbusco David, I wish you the best in your future projects!
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This was likely the last major version of Juno as I no longer collaborate with the DFINITY Foundation.
It's a strong signal there's no future for it and cuts the resources needed to implement anything serious. Consider it a fading out hobby project.
Cheers from holidays in 🇯🇵
Juno@junobuild
The Console now supports UFO - aka raw canisters 😉 - spin up any canister and enjoy the full administration features (metrics, settings, controllers, and snapshots), and it's even compatible with monitoring 🚀.
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