Jon Santillan - e/acc

The best AI companies have a 10-year vision, a 1-year direction and a weekly roadmap. Ensure your timelines for each are not too inverted / different from the above. (eg: a 1 year roadmap). h/t @nemodi

In times of adversity, honesty and openness make for a far stronger posture than obfuscation

this will fire you up to be the best in the world at whatever you do

@tambi_jalouqa @amasad -38 mins mark! Founders being this to sided irrational at the same time rationale…. Spot on🤣

Just re-watched a conversation we had with @amasad with my colleague Leen Ashqar in 2020. I think it was one of the early podcasts featuring Amjad. One of the biggest investing mistakes I did while managing Propeller was was not investing in Replit. While I did want to, I was timid and had this framework for what valuations we enter and which we don’t. It was too high of a valuation at that point (or so we thought). I just checked the math and it grew 45x since then. It was clear that Amajd and Haya are world class founders and signs were showing. If you watch the video you can see that the vision was clearly there, technology just caught up. The link to the conversation is in the first comment. It’s not fresh but it’s enlightening to see the evolution of Replit.

@jeffreyhuber Thanks. I originally had a reply tweet to it that was this image. Which I think will end up looking good too later. I deleted it to not distract things too much but probably should have kept it up ah well here it is.

@tambi_jalouqa This is Commendable ♥️

This week I learned about Maza funds’ first write off. If you are investing in pre-seed and backing teams at the earliest, having write offs (companies shutting down) is a natural progression of a growing portfolio. It’s always humbling and a reminder that you don’t control the world. And that if you bet on ambitious people who fly too close to the sun. Sometimes it will not work out. What matters is the journey they took and what will they build next.

Intercom was in a bad spot a few years ago. We invested well before that and didn't think we'd see a meaningful return. Now they're doing $400M ARR. @eoghan's message to SaaS incumbents: "I know how scary this time is. I want you to survive it and win. All it will take is destroying everything you love. Good luck."

this from the ceo of cursor is a must read. probably one of the best articles i've read in the last few years and perfectly captures the changing landscape you simply have to read this, read it right now. the ground is shifting beneath us, be ready.

the real AI divide isn't technical vs non-technical anymore it's people who use AI agents daily vs people who don’t. And people building every day and people who don’t. the gap is getting enormous

Your safety remains our highest priority… We are closely monitoring developments, and our frontline heroes are taking all necessary measures to protect the public and ensure their safety. May our nation, and all who call it home, remain safe.

CLIs are super exciting precisely because they are a "legacy" technology, which means AI agents can natively and easily use them, combine them, interact with them via the entire terminal toolkit. E.g ask your Claude/Codex agent to install this new Polymarket CLI and ask for any arbitrary dashboards or interfaces or logic. The agents will build it for you. Install the Github CLI too and you can ask them to navigate the repo, see issues, PRs, discussions, even the code itself. Example: Claude built this terminal dashboard in ~3 minutes, of the highest volume polymarkets and the 24hr change. Or you can make it a web app or whatever you want. Even more powerful when you use it as a module of bigger pipelines. If you have any kind of product or service think: can agents access and use them? - are your legacy docs (for humans) at least exportable in markdown? - have you written Skills for your product? - can your product/service be usable via CLI? Or MCP? - ... It's 2026. Build. For. Agents.

Vibe Coding Is the New Product Management “There’s been a shift—a marked pronouncement in the last year and especially in the last few months—most pronounced by Claude Code, which is a specific model that has a coding engine in it, which is so good that I think now you have vibe coders, which are people who didn’t really code much or hadn’t coded in a long time, who are using essentially English as a programming language—as an input into this code bot—which can do end-to-end coding. Instead of just helping you debug things in the middle, you can describe an application that you want. You can have it lay out a plan, you can have it interview you for the plan. You can give it feedback along the way, and then it’ll chunk it up and will build all the scaffolding. It’ll download all the libraries and all the connectors and all the hooks, and it’ll start building your app and building test harnesses and testing it. And you can keep giving it feedback and debugging it by voice, saying, “This doesn’t work. That works. Change this. Change that,” and have it build you an entire working application without your having written a single line of code. For a large group of people who either don’t code anymore or never did, this is mind-blowing. This is taking them from idea space, and opinion space, and from taste directly into product. So that’s what I mean—product management has taken over coding. Vibe coding is the new product management. Instead of trying to manage a product or a bunch of engineers by telling them what to do, you’re now telling a computer what to do. And the computer is tireless. The computer is egoless, and it’ll just keep working. It’ll take feedback without getting offended. You can spin up multiple instances. It’ll work 24/7 and you can have it produce working output. What does that mean? Just like now anybody can make a video or anyone can make a podcast, anyone can now make an application. So we should expect to see a tsunami of applications. Not that we don’t have one already in the App Store, but it doesn’t even begin to compare to what we’re going to see. However, when you start drowning in these applications, does that necessarily mean that these are all going to get used or they’re competitive? No. I think it’s going to break into two kinds of things. First, the best application for a given use case still tends to win the entire category. When you have such a multiplicity of content, whether in videos or audio or music or applications, there’s no demand for average. Nobody wants the average thing. People want the best thing that does the job. So first of all, you just have more shots on goal. So there will be more of the best. There will be a lot more niches getting filled. You might have wanted an application for a very specific thing, like tracking lunar phases in a certain context, or a certain kind of personality test, or a very specific kind of video game that made you nostalgic for something. Before, the market just wasn’t large enough to justify the cost of an engineer coding away for a year or two. But now the best vibe coding app might be enough to scratch that itch or fill that slot. So a lot more niches will get filled, and as that happens, the tide will rise. The best applications—those engineers themselves are going to be much more leveraged. They’ll be able to add more features, fix more bugs, smooth out more of the edges. So the best applications will continue to get better. A lot more niches will get filled. And even individual niches—such as you want an app that’s just for your own very specific health tracking needs, or for your own very specific architectural layout or design—that app that could have never existed will now exist.”

So true

"The most urgent film of our time." THE AI DOC: OR HOW I BECAME AN APOCALOPTIMIST is only in theaters March 27. Watch the trailer now.

@steipete The pendulum swinging back. We spent years blocking bots, now the smart move is welcoming them. If your website isn't agent-readable, you're invisible to a growing chunk of how people discover things.

Prediction: In the AI age, taste will become even more important. When anyone can make anything, the big differentiator is what you choose to make. paulgraham.com/taste.html

playing openclaw on a weekend

Vibe coding is the new product management. Training and tuning models is the new coding.

crazy...this guy just Open-sourced OpenAI's in-house data agent. self-learning data agent with 6-layer context grounding and auto-improvement loop. 100% Opensource.