Chad

@Tocelot not gonna link to anything though?

Mihoyo, creators of Genshin Impact, just launched Olivia - an AI companion who lives on your desktop, plays piano while you work, & exchanges letters with you. 100k downloads on day 1 The brilliant part is the GTM. Olivia debuted on Bilibili last summer as a virtual pianist, spent months building a fanbase and answering fan letters - all before shipping as a companion She launched with a built-in audience - hundreds of thousands follow her as a Shanghai university student majoring in piano (with a minor in psych), who loves old movies and rainy days Character-first AI with distinct personality, recognizable IP, and world building beats faceless agents - this is the way

Ok shipping the premium subscription today, be sure to buy it so I can afford this

The future of AI gaming is not making games, it’s making things! Not everyone wants to create an entire game world that exists in a silo. Imagine if you could describe any vehicle, creature, boss, weapon, toy, pet, minigame, prop or anything in between. Imagine that you now own a one of a kind thing that nobody else has that you can take across different games and worlds that allow them, or use them in private worlds with your friends, where you make up your own fun using the stuff you all made. This is what the next generation of social and casual gaming looks like. This is what i’m building.

I’ve had access for a couple weeks and have no clue what to do with it, how is this ‘delivered’?

Really should just take screenshots or demo videos every single week no matter what. Changing so much constantly, could be a fun timelapse. Ok starting now

There is nothing harder than trying to make a consumer product “work” with poor retention In many cases it’s better to start from scratch vs. iterating around an idea that isn’t resonating Plus, if retention is poor the odds of strong organic growth go way down (unfortunately)

@AshConnell Me too

@cetsell on it

Anyone else want to see storylines, quests, adventures, something more than just open worlds?

@blader this chart makes Terra look absolutely useless

out of all the 5.6 benchmarks, this one floored me the most: for knowledge work, 5.6 luna outperforms 5.5 @ xhigh for 10% of the cost insane.

@teachthemx3 The dream for education

I was an in class support teacher for world history for two years. When certain topics were discussed, students would often ask “like in xyz game?” I remember thinking how fun it would be if there was a video game that matched the curriculum they could play instead of coloring maps.

PMF search is a "small team activity" fast iterations, founder talking to users. A raise triggers hiring, hiring triggers process, and next thing you know you're a 90 person company iterating at the speed of a 900 person one, still searching for fit with 10x the burn.

@christophersaum Did. Crickets

Founders need to stack small wins early. Fundraising is momentum-based — and investor psychology is everything. Investors pile in when a deal gets hot. They stall when it's cold. We exist to write the first check. To put founders in business and light the spark. If you just kicked off your round and need your first believer — I'd love to meet. We write $500K–$1M first checks. DM me.

Weekly claude tokens reset at 1am. Prepping some prompts to wake up and kick off to max out Fable for the last 23 hours

THE PRODUCT SPEC: THE NEW UNIT OF PRODUCT WORK Last week, I wrote that the classic PRD needs to be retired (link in comments). The natural follow-up: what replaces it? My answer (and I believe the right answer): the Product Spec. A Product Spec performs two jobs: on one hand, make the product legible to humans, and on the other, make it executable by AI agents. Humans need judgment: why this matters, who it is for, what trade-offs are being made. AI agents need precision: what to build, what to skip, what behavior must pass inspection, and what quality bar must be met before the work is done. The classic PRD was written for alignment meetings. The Product Spec is written for a world where the next reader might be a designer, an engineer, a founder, or an agent running in a goal loop. The default Product Spec has 6 sections: (a link to a sample Product Spec is in the comments) 1. PROBLEM Who has the pain, and what is the pain? A good problem statement names a user group and a real struggle. 2. HYPOTHESIS The causal bet. If we ship X for Y, user behavior will change because Z. Keep the numbers out of the hypothesis. The hypothesis explains the mechanism. The metrics section carries the numbers. 3. SCOPE The launch boundary. What is IN, what is OUT, and what was deliberately CUT? This is where the team refuses tempting work and records judgment. 4. USER EXPERIENCE A URL to the working prototype, mockup, or design. Show the thing. A human should be able to click it and understand what the user will experience. 5. ACCEPTANCE CRITERIA The build contract. These are pass/fail checks before launch. They tell the agent and the team what must work. For AI products, this is also where Evals belong. Evals answer: is the AI (model) judgment good enough to ship? A good Eval contains: • Behavior contract • Golden set • Rubric • Ship threshold • Failure handling Acceptance Criteria and Evals are both pre-launch gates. They tell the team whether the product is ready to ship. 6. SUCCESS METRICS The market contract. These are measured after launch. They tell the team whether the product worked in the world. It's important to understand the difference between Acceptance Criteria, Evals and Success Metrics. -- Acceptance Criteria answer: did we build this product correctly? These are mostly deterministic (outside of AI Evals). A QA person or agent can inspect them before launch. -- Evals answer: is the AI behavior good enough to trust? They are a subset of Acceptance Criteria, valid for AI products and applied specifically to model behavior. They are NOT deterministic, but are behavioral tests for judgment, not just software functionality. -- Success Metrics answer: do users care enough for this to matter? Founders: if your product doc cannot be reviewed by a strong PM and executed by an AI agent, it is under-specified. The Product Spec is the new unit of product work. It crisply encodes the PMs' taste and judgment, and is interpretable both by humans and AI. Coach's mission is to ensure every builder in the world writes excellent Product Specs (and stops writing traditional PRDs :)).

@tamrrat Can you just export a rigged avatar for use with arbitrary animations?

Mint can now rig and animate your model in 10 mins! No more painful hours spent on rigging in blender!

This is the real opportunity. Adding blender to video workflow doesn’t move the needle, but building a Roblox-level generative app probably does

@jayyeh I love this space and usually lead with it to filter out the scared ones.

worked with a startup built entirely around porn... yes, porn. they didn't tone it down. those investors were never writing the check anyway. instead they went all in on what made it genuinely risky and genuinely interesting some hated it. the ones who didn't were fired up and ready to back it immediately watered down ideas don't get rejected outright. they get a lukewarm pass from everyone. VCs want huge. huge scares people. that's the point.

I swear this entire world is a fking joke. OpenAI named its 3 new models Sol, Terra, and Luna. So… somewhere inside OpenAI, a crypto intern put the 2022 collapse starter pack into a naming doc as a joke. Then 14 directors, 6 branding people, 3 lawyers, and one guy named Chad from product all said: BEAUTIFUL. Ship it. Yea, this feels like the future. Is someone trying to warn us about the post-IPO price action?

@shawmakesmagic I but what else is new? They’ve always gatekept

We always knew it would come to this Open source was an abstract ideal Now you either have the right friends or you don’t get to be smart