Vivek Wadhwa

This is incredible. Artificial intelligence getting booed out of the stadium in any commencement speech it’s mentioned. Maybe telling college students AI was taking their jobs wasn’t the best strategy. Must watch —>

Ken Griffin went home on a Friday "fairly depressed" after watching AI agents at Citadel do work that used to take teams of PhDs in finance months to complete. Done in days. His words: "These are not mid-tier white collar jobs. These are extraordinarily high skilled jobs being automated by agentic AI." This is the head of one of the most successful hedge funds in history saying the people he pays seven figures to analyze markets and structure deals are being replaced by software that works in hours instead of months. Not theoretically. In his own office. Right now. The Coatue deck we covered earlier this week called agents "the biggest unlock" in AI. Griffin just confirmed it from the buy side. The shift from copilots to agents is not a future event. It is already happening at the highest levels of finance.

Congrats to Aime!! He said his left forearm is basically broken 😂 Final scores: → F.03: 12,732 packages (2.83 seconds/package) → Aime: 12,924 packages (2.79 seconds/package) This is the last time a human will ever win

Indeed! To conflate a Rasgulla with an Idli is not just a culinary error; it is a profound cosmological misunderstanding. To begin with, the comparison is practically a biological impossibility. She is comparing chhena (the delicate, squeaky, pristine curd of milk) with a meticulously fermented batter of parboiled rice and black gram (urad dal). Their compositions are from entirely different kingdoms. One is an airy, spongy lattice designed to trap light sugar syrup; the other is a dense, wholesome, steamed matrix of complex carbohydrates and proteins. Their taste, consistency, structural integrity, and existential purpose share absolutely nothing in common. But more important, her attempt to dismiss the Idli as merely a blank canvas for sugar syrup does a grave disservice to what is arguably one of the greatest engineering marvels of the culinary world. The Idli is not a mere "bland cake." It is a masterclass in biotechnology. To achieve the perfect Idli is to balance the delicate microflora of wild fermentation over a cold night, resulting in a steamed cloud that is a triumph of gut health, lightness, and nutritional balance. It is a savoury monolith of South Indian culinary genius, perfectly engineered to absorb the sharp tang of a well-spiced sambar or the fiery depth of a molaga-podi (gunpowder) paste infused with cold-pressed sesame oil or nutritious melted ghee. To suggest an Idli would even consent to being drowned in sugar syrup is to fundamentally misunderstand its dignity. If this lady finds Rasgullas overrated, argue that on the merits of their sponginess or sweetness. But please, leave the noble, perfectly fermented, steamed majesty of the Idli out of your dessert-table polemics, ma'am!

Lol, so Jensen is still angry about the Dwarkesh podcast.

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.

This shows just how the US has declined. Xi told Trump to back away from Taiwan and what is Trump’s first comment after the summit? This, he might not support an already agreed arms sale to Taiwan. He is dancing to Xi’s tune.

Figure launched yesterday aiming to hit 8 hours of autonomous work We’ve now crossed 30 hours of continuous operations with no downtime 🔥🔥🔥 We also welcomed Rose to the team - helping push us past 38,000 packages processed

An artist just put a mirror to a lot of society's knee-jerk critiques of AI, using Claude (Monet). SHL0MS, known for his viral experiments, posted an image of a real Monet water lilies painting on X and told people it was AI-generated. Hundreds of replies poured in explaining exactly why it was 'slop'. "No cohesion of elements." "Doesn't look anywhere near like a Monet. Looks like somebody trying to replicate the style and achieving 20% of it." "High school level art 101 work." Every flaw described was a one invented the moment they saw the word AI.