Amit Bhatiani

Feels like the whole AI job loss and SaaS dead thesis pivots on whether the bitter lesson will eat edge case masters (humans and SaaS) before these edge case masters use AI to adapt. If so, the over 50 edge case masters don't seem unaware of the power of AI. I'd bet they use it.

In Linear Algebra, if you're finding it hard, you're doing it wrong. In Discrete Math, if you're finding it easy, you're doing it wrong.

Anthropic going to get further and further from free capitalism to managed access. Guess no different than selling F35s without the advanced avionics. Massive opportunity for everyone else including OAI.

@justinskycak Hi Justin, thinking about building a small Eurisko type effort in India. Thank you for all the inspiration. Would love some advice!

Every time you reread before trying to recall, you rob yourself of an opportunity to strengthen your retention.

Bloom ranks in Top 10 Fastest Growing Indian Companies 2026 by TIME Magazine.

@lucasbagnocvaz So damn good. Probably been true for longer than we think but certainly true today. Picking is indeed everything.

@ImSh4yy @steipete Same.

Opus is now way more expensive, much slower, and its only remaining edge over GPT models are design and slightly better prose. I'm using GPT-5.4 for almost everything now.

@jdh @catehall In the future, if you could pass your only 100x after all this dilution dealflow to us, we'd appreciate it.

@catehall I was grieving my lack of exposure but seeing recent posts how returns from series A are only 100x — the dilution here is so incredible I’ve done better on much less interesting companies than Anthropic A round investors — made me more sanguine

god it's so depressing to have been trying to get exposure to Anthropic for six fucking months

I've never felt this much behind as a programmer. The profession is being dramatically refactored as the bits contributed by the programmer are increasingly sparse and between. I have a sense that I could be 10X more powerful if I just properly string together what has become available over the last ~year and a failure to claim the boost feels decidedly like skill issue. There's a new programmable layer of abstraction to master (in addition to the usual layers below) involving agents, subagents, their prompts, contexts, memory, modes, permissions, tools, plugins, skills, hooks, MCP, LSP, slash commands, workflows, IDE integrations, and a need to build an all-encompassing mental model for strengths and pitfalls of fundamentally stochastic, fallible, unintelligible and changing entities suddenly intermingled with what used to be good old fashioned engineering. Clearly some powerful alien tool was handed around except it comes with no manual and everyone has to figure out how to hold it and operate it, while the resulting magnitude 9 earthquake is rocking the profession. Roll up your sleeves to not fall behind.

@claudeai Claude code really is the best of times and the worst of times. After 3 intense weeks of usage, i can say two things: it will one day be amazing. It's a disaster today.

@henrythe9ths AI guide

There's a shocking fact about AI that nobody tells you: You can catch up to the public AI research frontier in just 2 weeks. Yes, really. I've built a $150M annual revenue startup over the last 8 years and If I were to start a company today, I’d drop everything and go all-in on AI. But like many busy software builders, I felt lost—overwhelmed by the noisy, crowded and fast-moving modern AI landscape. And I wasn’t alone. So I spent my entire holiday diving deep into AI research—reading 30+ papers, watching hours of lectures, analyzing trends, and catching up to the research frontier. ✨ Here’s what I learned: - You don’t need months (or years) to catch up. - You don’t need a PhD or decades of ML experience. - You need fewer than 20 papers and 2 weeks to understand the major breakthroughs shaping AI today. It's because the technology is extremely nascent and most techniques that came before are no longer relevant: - ChatGPT is barely 2 years old and Transformers are only 7 years old. - Most game-changing discoveries happened within the last 4 years, driven by a few breakthrough ideas, scaling laws, and efficient matrix multiplication. The biggest secret? Many groundbreaking AI papers with thousands of citations are surprisingly simple and applied, like adding "let's think step by step" to the prompt, or simply asking the LLM over and over again to improve its answer (Self-Refine). I realized there are tons of founders and builders in the same boat—wanting to dive deeper into AI but unsure where to start. I've created an essential AI Guide that helped me catch up, in just 2 weeks, to the frontier of public AI research to figure out where the next opportunities and gaps were: - Curated list of only the most important papers - Simple explanations of key concepts - Clear pathway to understanding the frontier of modern AI It’s perfect for: - Founders expanding into AI - Builders wanting to innovate at the frontier of AI - Investors looking to separate the signal from the noise 👇 Want the full guide? - Like and Share this post - Comment "AI Guide" - I'll send you the complete guide (ps, I’m also teaming up with @VishalVasishth, co-founder of @obviousvc with @ev (focused on large-scale societal impact companies like Twitter, Medium, Beyond Meat), to host a small meetup to discuss what's working and needs to be solved in the AI stack in SF. Message me if you're interested)

@Gavekal Just so I understand this correctly. China is making great progress but doesn't have to be visible in equities and indeed hasnt been. Only philistines are stock obsessed. Buy Chinese equities.

In dozens of industries, Chinese companies are now leading their global fields. Yet in the West, the dominant view of China remains overwhelmingly negative. In this unlocked article, Louis-Vincent Gave considers the reasons for this skepticism and examines its potential costs: research.gavekal.com/article/prejud…

Legendary taste in mathematicians.

My view of the capabilities of LLMs is probably far below that of the median tech industry person. And yet, the more time passes the more I realize my 2023 views were actually overestimating their future potential and current usefulness. Parallel to self-driving: circa 2016-2017 my view on the timeline for full-scale self-driving deployment was much more pessimistic than most people in the industry -- I was envisioning ~2023, when everyone else targeted 2020 or earlier. And yet, as time passed I started realizing that I was being grossly overoptimistic.

I’d just like everyone to know that @united has lost track of my bag and is lying about it. My apple AirTag shows that it has been sitting in a residential apartment complex for over a day. Out back by the dumpsters, I have found other emptied United Airlines bags.

Orson Welles describes his single greatest asset before filming Citizen Kane: Ignorance.

I loved this Ted Weschler interview open.spotify.com/episode/71pMaM…

"ESG is just a hate factory. It’s a factory for naming enemies, and we should not be allowing them to do that. When you think ESG, you should be thinking Chinese Communist Party."--Peter Thiel

Truffl #1: PayTM PayTM is worth 0. That's right, 0 Rs / share. Nice round number. Why 0 you ask? 0 is what happens when no business model meets no risk appetite. 0 it what happens when management doesn't know what business it's in. (1/17)