Aaron Buchwald

@SamBroner Congrats! Excited to see what you guys build!

Hit Claude Max limit, so I tried out Codex today and wow. It did a fantastic job writing a script to wait until my Claude Max limit reset. Waited 1h21min and Claude picked back up right where it left off.

@gakonst premature optimization because it looks like something you'd need at scale?

RE: memory layer conversations. I still unfortunately don't buy RAG as a solution. Agent `rg`'ing across all folders w/ some -A / -B to gather surroundings of the keywords, and progressively exploring the grep seems right 80/20 to me still.

@whop What funds 6% yield?

Earn yield. Earn up to 6% APY on your platform balance. Better than any savings account. Your users can earn yield too.

We spent 4 years building a payments network for the new internet. Entrepreneurs now earn $3.3B annually on Whop. Millions of people are clipping, labeling data, deploying agents, and starting businesses to get paid. Today we're opening Whop Payments Network to everyone.

@Yuchenj_UW YC companies aren't problem oriented enough these days

Guys, SF is a magical city. Today, a beautiful Wednesday, I had a 4:30pm meeting with a friend at a café… it was closed. We walked 10 blocks, every café was closed. Finally found Blue Bottle, it closed at 5:30. Can some YC company please build what SF people actually want?

I have always thought AI has been a convenient narrative to trim organizations that were unjustifiably large, disorganized, and the result of mismanaged growth. AI makes these large organizations a worse tradeoff than ever before, but is also a convenient excuse that sounds way better than the reality of how these organizations reached this size.

Meta laying off 20% after Block cut 50% is just the beginning. More companies will realize: cut 50% of the org, arm the remaining 50% with AI, and you get higher productivity at lower cost. In big companies, hierarchy kills velocity. Even if AI makes engineers 3x faster, most of their time still goes to meetings and alignment. The AI era favors small, ruthless, fast human teams backed by armies of AI agents.

@yenkel I force using the GH CLI rather than raw curl commands for this reason. Everything you have to approve (or monitor at some level) should be easily legible.

@gakonst @kevinjtoday

@gakonst Check out github.com/mieubrisse/age… working on improving the DevX for exactly this flow (no deployment to cloud yet, but should be reasonable to add with the style here)

correct - the only missing thing now is "run this in the cloud" so there's a seamless handoff between the local steering and the long running workflow

Overcomplicating. It's the spinner verbs hands down.

@sshankar @claudeai What's your research/writing workflow these days?

At Amazon, all of us taught the value of writing. Unfortunately crypto had taken the fun out of it for me. All my writing became pre-cursors to articles and decks (even tweets).. not for diving deeper into a topic or demystifying complexity. Honestly, @claudeai partnering with me brought back the joy of research and solving problems. Path forward has never been clearer to me.

@Yuchenj_UW I find the opposite is the case. The models can accomplish constrained, useful tasks. I think you need a higher security bar and consistency before takeoff outside of tinkerers setting up their own Mac Minis.

Clawdbot went viral, but I still haven’t seen anyone use it for something truly impressive. AI agents are bottlenecked by model capability. Running open-source models on an Apple Mac mini feels private and cool, but you’re capped by how good the model is. Even with the best closed models, no one is handing over their credit card to let Clawdbot trade stocks. Until agents are genuinely capable, privacy and Telegram or WhatsApp control don’t really matter. This doesn’t mean Clawdbot has no value. It reveals a very real demand: people don’t just want chatbots. They want a real personal assistant who actually gets work done.

@talkintokens @Morpho Congrats sir!

TLDR: I am thrilled to share that I'm joining the Growth team at @Morpho to help build the native financial system of the internet, starting with onchain lending via Morpho Markets & onchain asset management via Morpho Vaults 2018-2019 was a real turning point for me. I graduated college, started working full-time on a bond trading desk, and got into crypto… Really, really into it. In those days crypto was fringe, and it stood for something. Somewhere at the intersection of hardcore libertarians, technocrats, and cypherpunks, the crypto people did not fit in. In a lot of ways we still don’t, but that’s ok It’s ok because the things we used to dream about are actually happening. Institutions are moving onchain because 1) we finally have some regulatory clarity and 2) because the economics make a whole lot of sense It’s probably good they’re here for the backend efficiency and not for the ethos. Somewhere along the way, we lost our spiritual purity. When greed blew us up in ’22; when copy-paste vaporware raised billions in ’23–’24; and again in the memecoin casino this year But despite it all, the dream never died. It’s been over a decade and Ethereum has never gone down. There is a programmable global financial system being built right now on the open rails of the internet. It runs 24/7 and it is beautiful The team @TheiaResearch refer to this simply as the Internet Financial System. For those have not read the IFS thesis (linked in the comments), it represents the unified, permissionless financial backend for the world. Today’s financial system runs on 90,000+ siloed, permissioned servers, each guarded by local oligopolies and gatekeepers. “Your assets” are just database rows controlled by someone else. The IFS replaces that with a single global settlement layer that uses smart contracts as its native language. This allows capital to flow freely across borders; it allows anyone to launch or access financial products; and it ensures that property rights and savings don’t depend on the local governor’s brother or a fragile banking regime And the best part is that nobody will need to know a thing about crypto in order to use it; it is just the backend, which is where the “DeFi mullet” term comes from This is the vision that first inspired me, and chasing it has essentially defined the trajectory of my career. It also happens to be the same shared vision of the team at Morpho, who have brought the DeFi mullet to life in a way that we have never seen before Morpho is what the credit layer of the internet is supposed to look like: -Open access to yield on any asset and across any risk profile or compliance requirements -Future-proof financial primitive built on immutable smart contracts -The most secure/audited codebase per line of code in the industry -Noncustodial lending with full transparency for users Seamless integration via Morpho SDKs & API Which is exactly why: -@coinbase powers its crypto-backed loans and earn products through Morpho -@SocieteGenerale uses Morpho to run the lending markets around its euro and dollar stablecoins -@coinbase , @Gemini , @cryptocom , @Ledger , @TrustWallet , @safe , @worldcoin , & more use Morpho to provide in-app yield to hundreds of millions of users -The @ethereumfndn and public DATs deploy meaningful size into Morpho to earn on-chain yield Institutions are leveraging Morpho as the backend to power their onchain financial products because it makes economic and logistical sense for them to do so, and we are about to see this trend accelerate at a rate that I believe will transform all of finance I am excited for this dream opportunity and grateful to everyone who has been apart of this journey so far. I promise you that we are just getting started

@haonan I don't think the US was a paragon of transparency during Covid based on first hand experience here. From second hand experience, I'd agree it seems there was much greater transparency in the US than in China.

@AaronBuchwald consider what happened during covid and the US' response vs china's

few understand the real lesson behind the genius of lee kuan yew there is no authoritarian in modern history as well-regarded as lky among the western elite. henry kissinger called lee “one of the asymmetries of history.” margaret thatcher once remarked that lee was “never wrong.” out west, netflix executives study lee’s life in their leadership course. the western student of international politics knows to nod approvingly when lee’s name is mentioned. frustrated by the sludge of partisan politics in his own country, he sees in lee’s legacy a kind of exotic escape. if asked, he remarks sagely: singapore is proof of what enlightened authoritarianism can achieve. a seductive assumption underlies the euphoria around the singapore model: that models of development can be scientific and universal. those who are afflicted with this euphoria search eagerly for examples of universality ironically, lee kuan yew himself had no patience for other people’s models. in his words, “i am not following any prescription given to me by any theoretician on democracy or whatever. i work from first principles: what will get me there?” if there is a lesson from singapore’s development it is this: forget grand ideologies and others’ models. there is no replacement for experimentation, independent thought, and ruthless pragmatism

@haonan I am not convinced that it holds to the same extent today or that we ever did it as efficiently as we should hope as a country, but the USSR and communist states during the Cold War era were not much competition on this dimension

totally "You can always count on Americans to do the right thing, after they have tried everything else" churchill meant it as a slur, but the american willingess to critique it self and admit it was wrong is one of its great strengths

@anneshu_nag @Yuchenj_UW generally agree, I gave Antigravity a try and was disappointed to find it felt more like a clunky demo than a polished product. I have been trying out Visual Studio Insiders, which is basically Microsoft's dev branch with all AI features turned on and have been impressed

@Yuchenj_UW ps: cursor my daily driver as well :)

I'm thinking about canceling OpenAI Pro for Gemini Ultra. - The Gemini app is solid now, image gen is ahead (Nano Banana🍌) - ChatGPT still hits network issues (especially in Temporary Chat), and I sometimes wait a long time with no reply. Makes me wonder if it's GPU shortage or an infra quality issue at OpenAI. - Gemini Ultra includes YouTube Premium. The only thing holding me back now is that Codex is still much stronger than Gemini CLI. Once Gemini CLI and Antigravity catch up, it’ll be easier to decide.

@smyyguy Last time I replied to this clown I went on their block explorer and saw some error along the lines of 0 txs or no blocks. Still unsure if it was an error message or just correctly reporting that nothing ever happens on Cardano. Nothing can outdo Cardano in dunking on Cardano.

This is an all timer. Nothing is even close

@jonwu_ Generational wealth

feeling your daughter fall asleep on your chest is not a feeling money can buy

@societalruin good reason for an extra leg day

I even was sent to try out the bbq place before placing a catering order. This part of the prep I didn’t mind