Sonith

Someone stopped me on the street earlier to say how much they liked this episode. I didn’t catch your name, but thank you & glad you enjoyed !

@realpaulsmith I have a feeling @jakeottiger is going to acquire you guys.. or maybe you should cash him out on a 100x multiple

We just launched a new company with Blackstone, H&F, Goldman, others. $1.5B to bring Claude to mid-size businesses at scale. The demand I see across the economy is outrunning everyone's ability to deploy — ours, our partners', all of it. This is one piece of a very big puzzle.

@joannezchen @FoundationCap Crosby Legal & TCP… 🙌🙌

Over the last 15 years, @FoundationCap has invested $1.1 billion in some of the big AI winners. Here's where I think the next 3 big opportunities for founders are: 1. AI-native professional services. The law firms, accounting firms, recruiting firms, and agencies of the next decade will be built from scratch, with agents doing most of the work. Justin Kan tried this with Atrium, an AI-native law firm in 2017, but the technology wasn't there yet. Now it is. @ConverzAI is already running an AI-native recruiting firm - a thin human layer wrapped around an agentic core. BPO and consulting work is the next big opportunity. 2. The AI stack for physical products We have Claude Code and Cursor for people building digital products. We have nothing like that for people building physical products. A digital product team of 10 people can ship a product in weeks. A physical product team of 10 people is still waiting on CAD files and supplier quotes. Tandem is a good example of a company attacking this problem for hardware teams. 3. Infrastructure and ops for agents Every new technology eventually gets an ops layer that makes it usable. Foundation models don't have one yet. Right now people are calling it different things - MCP, harnesses, agent memory. Nobody has figured out what best-in-class looks like. @sixtyfourai is an early example - giving agents the tools to research people and companies across the open web and niche sources that pre-built databases don’t contain. A few players will end up owning this layer, and we're trying to figure out who.

@zach_yadegari @henrylangmack 🙌

I've had Claude Code for almost 3 years now... it's called having a cracked CTO @henrylangmack

@rfkenmore 😂

Peter Millar in Devil Wears Prada 2 Finally some representation

.@rrudolph76 is the best in the game ! 🙌🙌

@stannostudio @soarapp @deel @Bouazizalex Congrats !

Pitched @soarapp to 300+ people in London last week and won. Excited to partner with @deel on our mission to make traveling easier for everyone. @Bouazizalex DM’d me a few months ago after issues I had with a competitor. Guy’s running a multi-billion dollar company and still found time for the little guy. Now we’re partners. Goes to show, talk to your users.

We've added so many locations on @Wander that my brain can't keep track of them all anymore – and I just found one in the Mayan jungle with a cave. Totally iconic.

@jakeottiger 🙌

services are the most human occupation. ai will enable us to do this at greater scales, higher quality, and cheaper rates than ever before. ritz-carlton for the everyman.

@bscholl @flyjsx

@bscholl @flyjsx Do they own the FBOs outright?

JSX is so based even their base is based. @flyjsx

@bzagrodzki Rose Three is just Treyarch's logo. Love it. One of the greatest game developers

Math loaders are coming to Loading UI 🔥 if you have idea for any loader, spinner or animation just let me know and I'll ship it to registry 🫡

@TheIcahnist 😆

"Let's roll up some cigar factories in Cuba"

@johnarnold @sagunvenuganti 😂

If you can’t convincingly articulate your edge in a market, whether sports betting, prediction markets, stocks, commodities, or whatever else, trading may provide some entertainment but you’ll almost certainly lose money over the long term.

@rabois @stratechery Imprint! @ Gaurav

New Board slides in @stratechery mode:

@CoeusNG This is very top heavy

According to Bloomberg, quantitative trading firm and liquidity provider Jane Street distributed $9.38 billion in compensation last year, more than doubling its 2024 payout. On a per-capita basis, this equates to an average of $2.68 million per employee, nearly seven times that of its rival, Goldman Sachs. The firm recorded approximately $39.6 billion in trading revenue last year, surpassing major Wall Street banks and market makers.

@Saint_n0mad The gt3 always amazes me. Timeless

two engineering masterpieces side by side

@_sonith @alexisohanian @UVA @alexisohanian !!

.@alexisohanian you should give another talk at @UVA like the one from 2023 It was great and i still have notes from it. I’m happy to set it up, make it worthwhile, and keep you in good company with other speakers / friends of yours :) Go Hoos !

@FredNayburs Would never have thought otherwise. Everyone is human. But I do love hospitality and there's so much to learn ! Keller and his team are at the top of their game (which is nothing new).

@_sonith You'll learn that they're just regular people. Not more talented or harder working than you or me.

For example, The French Laundry in Napa is a 3 Michelin star restaurant founded by Thomas Keller, who also owns Per Se in NYC. A friend graciously introduced me to their team, with whom I'm going to spend a weekend working and learning from. I'm so excited.