
Kwaku
3.4K posts

Kwaku
@kudareaper
radical optimist, 🍈 alum, ai infra (MRS) @meta


Companies I'd consider going to if I ever had the urge to try something new. 1 Thinking Machines Lab 2 OpenAI 3 Anthropic 4 Cursor 5 Applied Intuition 6 Modal Labs 7 Decagon 8 Voyage AI 9 Cohere 10 Glean 11 LangChain 12 Ramp 13 Together AI 14 Fireworks AI 15 Cognition 16 Harvey 17 Scale AI 18 Warp 19 Hebbia 20 Rogo 21 Augment 22 Parallel Web Systems 23 Baseten 24 Brain Co. 25 Linear 26 Mercor 27 Mistral AI 28 Nuro 29 Adept 30 Vanta 31 Traversal 32 Metronome 33 ElevenLabs 34 Factory 35 Anyscale 36 Vannevar Labs 37 Abridge 38 The Browser Company 39 Reevo 40 Chalk 41 Nominal 42 Cartesia 43 Pinecone 44 Hex Technologies 45 Merge 46 Whatnot 47 Eventual 48 Faire 49 Arena 50 Bedrock Robotics List courtesy of Paraform's Talent Density Rankings. paraform.com/talent-density…



Anthropic is about to announce a $1.5 billion joint venture with multiple wall street firms to sell AI tools to private-equity backed companies. Anthropic, Blackstone, Hellman & Friedman and Goldman Sachs are all major investors. The announcement is expected tomorrow morning.



software engineers before vs after agents



.@ashleevance says @elonmusk "has no time zone." "We were at Neuralink filming something for a movie I'm making and were there until 1AM. Then he went straight from there back to xAI." "Then I had a friend who met with him at 4AM." "He lives life constantly like that."


MIT student asked a question earlier today that a lot of young founders are quietly wondering about: "Won’t the frontier labs just do everything?" Yes it's true that OAI/Ant are shipping at incredible pace, but it's quite easy to avoid their blast radius and build amazing startups: OpenAI is not going to build a cattle-herding drone, buy an old F-150 and drive from ranch to ranch like the founder of one of the fastest-growing YC W26 startups, Graze Mate. Anthropic is not going to integrate with dental insurance verification systems (Lance). Google is not going to navigate NATO procurement (Milliray). The value is in the last mile, not the model. Sales cycles require humans who understand the customer. And most importantly, the market is expanding, not shrinking: AI isn't cannibalizing the existing 1% software spend — it's unlocking the other 5-6% that was going to humans. That's a much bigger market for startups yet-to-be-founded than the one the labs are playing in. Now, what DOES seem risky? A thin UI layer on top of ChatGPT with no domain expertise; a general-purpose chatbot or assistant; or a product that gets obsolete when model capabilities improve. But — tools for specific industries; "full-stack" AI companies that actually are the service (AI law firm, AI accounting firm, AI uranium exploration company); or generally products where the customer doesn't want a tool but an outcome — are defensible ideas for startups.



Roles of the big powers in Mali may be a bit different than one realise. So may be the conflict


It's official: As of just a few minutes ago, there are legal table games in New York City. Rapper Nas made the first dice roll at Resorts World NYC, which beat the other two forthcoming NYC casinos to market — perhaps by several years.













