Jack Kennedy

The new hades.com is live. And beyond the technology, there is another message I am especially excited about. We are now actively looking for partners with whom we can develop our first resource extraction and energy projects. If you control geology, projects, licenses, land, data, or strategic access and want to work with @Hades, now is the time. We are building technology first extraction for critical minerals and geothermal and are looking for exceptional partners who want to write history together. More details on the website. Become our partner. hades.com

Japan is accelerating a decade-old plan to extract rare earths from the deep seabed, an ambitious initiative given extra impetus by the country’s drive to cut reliance on Chinese supply bloomberg.com/news/articles/…

Today we're very excited to share the new, updated investment thesis for Unruly Capital. Population decline is the #1 trend of the century - and what will shape the world in the coming decades. At Unruly, we've been thinking about (and investing in) this for a while, and believe there is not much more important than this to focus on if you have a long term view of the world. We took some time to write down what is happening, why, and what we can do about it. Would love to hear your comments on it.

Rage Baiting is for Losers Yesterday, YC announced Chad IDE aka “the brainrot code editor.” Chad is an AI code editor that allows you to gamble, watch TikTok, and use dating apps while working on coding tasks. Their launch rightfully got a lot of attention. On one hand it’s funny. On the other hand, what are we doing here and why does this belong on the official YC account? To understand Chad IDE, Cluely, Icon, Friend, and the new class of Gen Z startups, you have to understand the online environment these founders grew up in. If you grew up on the internet and studied how and why certain people would regularly go viral, you know that making people mad has and always will be a highly effective way to get attention. The feedback loop is simple: 1) make something (product or ad) that makes people angry; 2) people comment/ share/ dunk; 3) because feeds are optimized to show posts with high engagement the most, you get more reach. Rage baiting for commercial purposes was pioneered by course bros. People like Tai Lopez realized that making the masses mad was an effective way to drive course sales. They could flaunt Lamborghinis, make a bunch of people angry, and as long as a handful of people found their way into their course, it was a viable, repeatable strategy. Historically on X, rage baiting was a marketing strategy, not a product strategy. Accounts like @sweatystartup frequently post things to get an angry reaction and subsequent reach, but behind the scenes he's always been running a normal commercial real estate fund. In 2025, rage baiting has become a product strategy. Cluely started as an app for cheating on coding interviews. Chad IDE’s only known differentiation from the other hundred AI native IDEs is that you can gamble and swipe on dating apps in it. The rage bait is sitting at the product level now. It’s becoming clear that while rage bait might occasionally work as a marketing strategy, it really should not be employed as a product strategy. Running a successful VC-backed company requires you to build a coalition of people that want to see you win. Getting media, investors, talent, and customers on your side is not an easy task. Rage baiting (whether at the marketing level or product level) is the most effective way to get people (who could be potential investors, customers, or team members) to actively pray for your downfall. YC has long provided some of the most durable, high quality, generalizable advice for startups and I believe it has had a tremendously positive impact on the companies that go through YC and even those that don’t. Launch now, make something people want, do things that don’t scale, ignore your competitors, etc. As someone who believes that YC is one of the most important and influential institutions in tech, I believe it might be time to include this in their list of essential startup advice: “Rage baiting is for losers.”