Nihal Kurth

Starlink will be the largest subscription product ever created. Bigger than windows (400m) Netflix (300m) and Spotify (260m) — combined. @grok remind me of this is ten years @grok build a model that shows the path of a 1B subscriber product globally

@BrandonSeverin Hard to pick a favourite but 4:29 is very memorable for me. Three of you walking together, where is it by the way? And you were probably telling sth like "imagine me telling sth important here..." :)

@nihalkurth Thanks Nihal - what was your favourite clip?

Yes!🚀🚀🚀 AI will use quantum computers to make scientific discoveries at a rate that surpasses humankind's greatest minds. We are building that future! Excellent work team!

Judging by my tl there is a growing gap in understanding of AI capability. The first issue I think is around recency and tier of use. I think a lot of people tried the free tier of ChatGPT somewhere last year and allowed it to inform their views on AI a little too much. This is a group of reactions laughing at various quirks of the models, hallucinations, etc. Yes I also saw the viral videos of OpenAI's Advanced Voice mode fumbling simple queries like "should I drive or walk to the carwash". The thing is that these free and old/deprecated models don't reflect the capability in the latest round of state of the art agentic models of this year, especially OpenAI Codex and Claude Code. But that brings me to the second issue. Even if people paid $200/month to use the state of the art models, a lot of the capabilities are relatively "peaky" in highly technical areas. Typical queries around search, writing, advice, etc. are *not* the domain that has made the most noticeable and dramatic strides in capability. Partly, this is due to the technical details of reinforcement learning and its use of verifiable rewards. But partly, it's also because these use cases are not sufficiently prioritized by the companies in their hillclimbing because they don't lead to as much $$$ value. The goldmines are elsewhere, and the focus comes along. So that brings me to the second group of people, who *both* 1) pay for and use the state of the art frontier agentic models (OpenAI Codex / Claude Code) and 2) do so professionally in technical domains like programming, math and research. This group of people is subject to the highest amount of "AI Psychosis" because the recent improvements in these domains as of this year have been nothing short of staggering. When you hand a computer terminal to one of these models, you can now watch them melt programming problems that you'd normally expect to take days/weeks of work. It's this second group of people that assigns a much greater gravity to the capabilities, their slope, and various cyber-related repercussions. TLDR the people in these two groups are speaking past each other. It really is simultaneously the case that OpenAI's free and I think slightly orphaned (?) "Advanced Voice Mode" will fumble the dumbest questions in your Instagram's reels and *at the same time*, OpenAI's highest-tier and paid Codex model will go off for 1 hour to coherently restructure an entire code base, or find and exploit vulnerabilities in computer systems. This part really works and has made dramatic strides because 2 properties: 1) these domains offer explicit reward functions that are verifiable meaning they are easily amenable to reinforcement learning training (e.g. unit tests passed yes or no, in contrast to writing, which is much harder to explicitly judge), but also 2) they are a lot more valuable in b2b settings, meaning that the biggest fraction of the team is focused on improving them. So here we are.

This is one of the greatest photos ever taken by a human…so far.

Hello, Moon. It’s great to be back. Here’s a taste of what the Artemis II astronauts photographed during their flight around the Moon. Check out more photos from the mission: nasa.gov/artemis-ii-mul…

@MrComputerSci You are doing many things right. :)

Check this out. My Substack FINALLY got a subscriber from the SEO articles I've been writing. Ironically, GPT sent it & not Google. I'm so happy I could cry because I suck at getting subscribers. This proves that SOMETHING I did worked. (Thank you to whoever just signed up.)

All we want is the fastest take off possible.

No words could explain it better. So cool!

What does this leave you with?

I'm glad she chose this excerpt about how to make a convincing Demo Day presentation. Founders would be so much more effective at fundraising if they gave their pitches YC-style "vertebrae".

- Drafted a blog post - Used an LLM to meticulously improve the argument over 4 hours. - Wow, feeling great, it’s so convincing! - Fun idea let’s ask it to argue the opposite. - LLM demolishes the entire argument and convinces me that the opposite is in fact true. - lol The LLMs may elicit an opinion when asked but are extremely competent in arguing almost any direction. This is actually super useful as a tool for forming your own opinions, just make sure to ask different directions and be careful with the sycophancy.

Turns out the best grid is no grid. Off-grid data centers with @recnepSyesaC – new episode out now. youtu.be/DuSlNrtBA6M?si…

"Now, adoption is being mistaken for advantage."

@demishassabis : "Reality.... Trying to tell me something if I could just listen hard enough."

The rise of the solopreneur More charts: a16z.news/p/charts-of-th…

OpenClaw and Pi together are in the top 10 of all time software breakthroughs.

@paulg The ending: "The shoemaker's children finally got some shoes." :)

Some people criticize Garry, but this excerpt from the latest Social Radars episode is a good example of how insiders feel about how he's doing. The 3 of us in this conversation are 3/5 of YC's board.