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New blog post:
Some Learnings from Vibe Coding a Knowledge Hub in 13 Days
medium.com/point-nine-new…
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Christoph Janz 🕊
21.7K posts
Christoph Janz 🕊
@chrija
Founder @pointninecap. Seed investor @algolia, @contentful, @factorialhr, @incident_io, @loom, @nexhealthhq, @poolsideai, @typeform, @vercept_ai, @zendesk
Katılım Aralık 2006
21.3K Takip Edilen45.6K Takipçiler
Christoph Janz 🕊 retweetledi
I was on the board of @ehsanik's company before Anthropic acquired it.
She is a force of nature. Brilliant. Relentless. Deeply caring.
No one should have to miss their wedding because their family is trapped in a war zone. No one should live with constant uncertainty about the safety of the people they love. No one should have to live with immigration uncertainty while giving so much to the country they call home.
Iranians have contributed enormously to America and the world. My heart goes out to them.
Kiana Ehsani@ehsanik
Today I was supposed to be on my way to Türkiye for my wedding, to meet up with my family and have them finally meet my partner and husband. We had everything planned. We chose Turkiye since it's close to Iran and my partner and I could both go there and have our families meet each other. We were supposed to get married with our close family and a small group of friends on a boat on the Mediterranean Sea at sunset. Because of the war, all flights to and from Iran are cancelled and my family can’t leave Iran, so we had to call off the wedding. Instead, this is how my day looked like. I woke up to a reminder to call my grandma (I used to call her every Friday morning). I snoozed the reminder until next Friday, just like I have done for the past many years. I can’t call her like our tradition these days because there is no way to call home. All international calls to Iran are blocked, and the internet is fully shut down by the regime. I got to work and right as I opened my computer I received an email I had scheduled to send to myself 5 years ago: “Apply for citizenship.” This summer marks 11 years of being in the US and 5 years of being a green card holder. I am now eligible to file for citizenship, but it doesn’t matter because an executive order was signed a few months ago that banned all Iranians from applying for any visa or citizenship. At lunch I opened Twitter just to see what’s up in the world and saw the news that those who don’t have a green card now need to leave the US before they can get one. This means every one of my Iranian friends who are here on a visa now has to go back home (on which flight?) to get a green card??? As if it’s that easy? We all know getting back to the US for Iranians is a huge challenge (months and months of waiting for a visa, with a chance of never being able to come back). And this is just a normal Friday for an Iranian. These days, when people ask how I’m doing and how I’m handling everything, I just say: It’s okay, it’s okay. It will be okay some day. But the reality is: nothing is okay. I’m in constant pain. I haven’t seen my family and loved ones in years, I barely hear about their wellbeing, and I’m constantly worried about them. I’m just burying myself in work because that’s the only distraction that can save me from losing my mind. I’m not okay. None of us are okay. We are just barely holding it together…
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Christoph Janz 🕊 retweetledi
This is a super talented founder of a company acquired by Anthropic btw
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Christoph Janz 🕊 retweetledi
I’ve been building with Claude Cowork lately, and I figured I’d share my thoughts so far. I chose Cowork over Claude Code to see what it’s like to write code but never read it. Some early thoughts:
1. I’m using natural language, instead of code, but it’s still software development. I don’t need to worry about syntax, but the concepts underlying “traditional” software still matter: observability, client-server splits, pipelines, databases, logging, etc. Non-developers still need to think like engineers to be successful vibe coders – the syntax is gone, but the judgment isn’t (yet?)
2. The primary difference between vibe coding and “traditional” software is non-determinism. Traditional software teaches deterministic thinking – you can run the same function with the same inputs as many times as you want, and the output will always be the same. (When I was learning to code, I found this one of the stranger things; most other experiences in the world aren’t so deterministic!) Agent-driven software is not deterministic – ask an LLM the same question several times, and you will get several answers. The models’ laziness and tendency to cut corners – especially when inference is scarce – adds another twist. Understanding where to demand determinism from your software agents requires judgment.
3. I borrowed the concept of zero trust from security – the principle that an actor or system is only trusted after verification and never by default – to figure out when to demand determinism. I presumed model outputs unreliable until verified with human-in-the-loop checkpoints, retry logic with comparison (LLM as judge), or (deterministic) verification scripts. I realized observability, logging, and verification have to be first-class features of a vibe-coded system if it is to be reliable. Memory doesn’t cut it.
4. I did a lot of debugging through the models’ reasoning traces, which wasn't ideal. I imagine these interactions will improve a lot. If I were building an IDE for agentic coding, I’d start here.
5. What counts as a database? Cowork uses the local file system as the database, which is lazy and convenient and makes for fast prototyping, and comes with tradeoffs: the file system doesn’t enforce data schemas, and laziness means corners get cut. The input and output checks I built at each pipeline stage were repetitive but functional. If I kept pushing, I’d end up rebuilding versions of data integrity, normalization, indexing, query optimization, etc. over the local file system.
6. The tight coupling of the local machine as the client, server, database, etc. works when developing for yourself. To share work with others, you need a better client <> server split. When I asked Cowork to port my system to the cloud, it immediately suggested moving everything to Google Drive – swapping my local file system for a cloud file system. I had to coax it toward the architecture of a simple web app.
7. Cowork doesn’t use or expect version control, which makes tracking changes and multi-agent work near impossible. Developing without version control makes clear why we invented it. Version control is alive and well in the age of software agents.
It feels like there’s a new iteration of systems design to be uncovered when building with agents. It’s not wholly new, and most of the primitives and principles of the past are still useful, but they need to be reassembled when some steps are deterministic and others aren’t. I’m excited to see what we uncover.
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Christoph Janz 🕊 retweetledi
What a beautiful business @OpenRouter is
Saves me tons of money + they make tons of money
A fantastic and genius arbitrage model
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Christoph Janz 🕊 retweetledi
Meet Agnessa Pedersen - the 23 year old from Norway building mind controlled drones.
She has just spent the last 6 months in Ukraine building the product.
She has built non-invasive brain-computer interfaces that eliminate the need for physical controls, such as joysticks.
Her company, CEREBIONICS, is betting that all physical systems in the future will be controlled and operated via brain-computer interfaces.
At age 16 she built a robot arm in her bedroom to draw portraits for her, and now she's building mind-controlled drones.
WTF
Europe has some of the most amazing founders building the technology of the future.
And she's backed by @ProjectEurope_.
Great stuff @Kitty_Mayo_, @HarryStebbings.
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Christoph Janz 🕊 retweetledi
Christoph Janz 🕊 retweetledi
This happened
Business Insider named me to the Seed 40 list of best women early-stage investors of 2026.
Still processing it.
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Christoph Janz 🕊 retweetledi
In honor of the Cerebras IPO and inspired by The Ringer, I vibe-coded a site to celebrate my favorite venture investments in the last 15 years - link below
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Christoph Janz 🕊 retweetledi
If you’re interested in 3x-ing your engineering output this is a great chance to learn lots of practical tips.
Fin@fin_ai
Most engineering orgs are experimenting with AI. We bet the entire company on it, and hit our 2x productivity goal 3 months early. Join us on May 19 for a live session where Fin CTO @darraghcurran, Principal Engineers @brian_scanlan and Kesha Mykhailov, and special guest @clairevo break down how Fin’s ~500-person R&D org: • Shifted to agent-first engineering • Got 95% of PRs running through Claude Code • Cut defects by 55% • Shipped 2x more product changes at nearly half the cycle time You'll hear about the messy middle nobody talks about – uneven adoption, code quality dips, the human bottlenecks that mattered more than the technical ones, and what they'd do differently. Register at the link in the replies.
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@stalmico @b_johannsen @sumant_neo Too early to tell, it’s still in development. The goal is that a single drone can drastically eliminate the mosquito burden in a sizable area, and you can add more to cover bigger areas.
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In the last ca. 2 years we've invested in:
- 200-ton autonomous dump trucks for open-pit mines 👋 @b_johannsen
- Personalized cancer vaccines (serova.bio)
- Autonomous navigation for spacecraft 👋@sumant_neo
- Micro-drones that hunt mosquitoes (stealth)
- A nitrogen-fixing, protein-rich crop that doesn’t exist in agriculture today (stealth)
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Where we still invest in pure software, it’s mostly foundation models or agentic systems that require extraordinarily deep domain knowledge ... more here:
medium.com/point-nine-new…
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We still invest in software, but in many cases it’s software and AI for the world outside of offices:
- @hulaearth's on-device AI identifies nearly 10,000 animal species, giving landowners a real-time picture of the biodiversity on their land. 👋🏻@gsrflo
- Draxon uses VR to train airport ground handling crews 👋🏻@stefansmalla
- @SereactAI is teaching warehouse robots to pick, place, and sort objects they’ve never seen before.
- @rerundotio is building the data infrastructure for robotics and computer vision. 👋🏻@NikolausWest
- @Upciti_group uses sensors and cameras to provide cities with real-time data to optimize operations.
...
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New blog post:
What Investing in Software Looks Like in 2026
medium.com/point-nine-new…
p9-investment-themes.netlify.app
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Christoph Janz 🕊 retweetledi
The Venture Capital Investment of the Decade: Cerebras
"Foundation (@vassallo) did real venture, not just capital deployment.
They found the founder early, built the relationship and incubated the company from scratch.
It was not obvious, not trendy and required conviction before the market saw it.
That is what defines a true investment of the decade." @jasonlk
Harry Stebbings@HarryStebbings
WTF is going on? Anthropic and Elon. Cerebras IPO. Ramp at $40BN. I sat down with @jasonlk & @rodriscoll to discuss the deal, along with the biggest news in tech this week: - Anthropic Buys Compute From Elon & Commits $200BN to Google - Cerebras IPO: The Breakdown - Ramp's $40BN Latest Valuation - Hubspot Tanks, Monday Rockets: WTF is Happening in Public Markets? My notes below: 1. Foundation Made the Investment of the Decade with Cerebras Jason argues that Foundation’s success with Cerebras is a masterclass in “actual venture capital” because they did not just muscle into a hot round. They incubated the company in 2016, when the category did not even make sense. By playing the long game, finding a brilliant founder, seeding the idea, and holding roughly 9% ownership through a $40B+ IPO, they proved that the biggest returns still come from doing the hard work before a deal becomes obvious. 2. What Founders Have to Understand Is That to Win, You Have to Mentally Be Changed Forever There is a fundamental breakpoint around the four-to-five-year mark when a founder’s brain is permanently rewired by the intensity of the journey. Jason notes that winning at a high level requires a commitment to becoming a different person. The happy-go-lucky version of yourself from the early days is gone, replaced by someone who can often only relate to other founders who have survived similar maelstroms. 3. The Enemy of My Enemy Infrastructure Play Anthropic’s partnership to use SpaceX’s Colossus 1 data center highlights a massive consolidation where the strongest players are hoovering up all available capacity on the planet. For Elon Musk, this move transitions xAI from a buyer of CapEx to a net seller of capacity, turning a potential money pit into a $3 to $5 billion annual revenue stream because Grok is not currently growing at the same pace as leading-edge models. 4. The Crackdown on Shadow Cap Tables Anthropic is enforcing board approval for all secondary sales to reclaim cap table control and call out "bad actors". Rory warns that side contracts for "economic rights" are legally fragile; because the company has no obligation to honor unapproved transfers, many investors face "messy" losses at the IPO. 5. Model vs. Application: The Vertical SaaS Death Zone The industry is debating if horizontal models will consume the application layer or if vertical workflows will remain independent. Jason predicts a "terminal state of decay" for legacy marketing tools because agents have no need for manual templates. Once a model can perform an application’s core function directly within a prompt, that software becomes obsolete. 6. Token Maxing vs. The 100x Engineer Despite massive growth forecasts, a "micro backlash" is growing against "token trash" generated by mediocre developers. Jason predicts a clampdown on wasteful agentic spend, where companies prioritize unlimited resources for elite "100x engineers" while restricting "web heads" who burn compute for minimal productivity gains. (links below)
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Christoph Janz 🕊 retweetledi
We just shipped our biggest @rerundotio open source release ever, and our commercial product Rerun Hub is now available as private preview. I’m deeply proud of what the team has done here and very excited to share more publicly what we’ve been working on for the last year and a half.
We’re building a new data layer for robot learning
Nikolaus West@NikolausWest
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Christoph Janz 🕊 retweetledi
Let’s go 🚀🚀🚀
@rerundotio shipping nonstop 🏎️
Nikolaus West@NikolausWest
We just shipped our biggest @rerundotio open source release ever, and our commercial product Rerun Hub is now available as private preview. I’m deeply proud of what the team has done here and very excited to share more publicly what we’ve been working on for the last year and a half. We’re building a new data layer for robot learning
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