Nick Faulkner

27 posts

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Nick Faulkner

Nick Faulkner

@nmfaulkner_

building at @joinkaizen former @trucksmarterinc @microsoft @brownuniversity @phillipsacademy

San Francisco, CA Katılım Şubat 2016
298 Takip Edilen55 Takipçiler
Nick Faulkner
Nick Faulkner@nmfaulkner_·
Coding agents make it really tempting to work on everything, but the code itself is only a representation of how thoughtful the inputs are. The hardest part has never been coding, but rather deciding what's actually worth doing wsj.com/tech/ai/openai…
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Nick Faulkner
Nick Faulkner@nmfaulkner_·
@andrew__reed An underrated structural reason imo: at big tech, (output verification difficulty × risk if wrong) is exponentially higher. Big company devs scared to merge agent changes, while startups with less to lose can be AI first. Move fast & break things more true than ever
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Andrew Reed
Andrew Reed@andrew__reed·
Dev agent usage at big companies is skewing towards internal tools, automations, and side products Dev agent usage at startups is going directly at business building The real driver of token efficiency is where the tokens are pointed Another reason why startups will win
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Nick Faulkner
Nick Faulkner@nmfaulkner_·
@stratechery @benthompson Re the harness being differentiator, how do you reconcile that with harnesses being software, which is easier than ever to copy. In my experience, as soon as new best practices shared, coding agents can implement it practically overnight
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Stratechery
Stratechery@stratechery·
Agents Over Bubbles Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They're so compelling that I no longer believe we're in a bubble. stratechery.com/2026/agents-ov…
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Nick Faulkner
Nick Faulkner@nmfaulkner_·
Come on in the waters warm
Michael Silver@michael_silver

.@joinkaizen just crossed a major milestone: 1,000,000 workflows automated. That represents over 4 million browser minutes — roughly 70,000+ hours, or more than 8 years of operational work automated on Kaizen. Btw, @joinkaizen created this image for me!

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Nick Faulkner
Nick Faulkner@nmfaulkner_·
Datacenters in 2050
Nick Faulkner tweet media
CG@cgtwts

Let me explain what just happened, because I don’t think people realize how INSANE this is. > Cortical Labs put 200,000 real human brain cells onto a silicon chip and trained them to play Doom in just one week. > Each CL1 system costs $35,000. > A rack of 30 units consumes only 850–1,000 watts combined. > The human brain operates on 20 watts. > Large AI training clusters burn through megawatts. >Backed by In-Q-Tel. 115 units began shipping in 2025. > Cortical Labs is selling “Wetware as a Service” through Cortical Cloud, letting developers deploy code remotely to living human neurons with no lab required, > priced like a software subscription but powered by real brain cells grown from adult skin and blood samples. > it isn’t about gaming, it’s about biological computing that could eventually outperform traditional silicon in energy efficiency and adaptability. This is getting really scary and we’re still at the very beginning.

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Nick Faulkner
Nick Faulkner@nmfaulkner_·
In the “is software dead?” debate, the idea that customers will just build everything themselves misses an important nuance in the build vs. buy calculus — and that nuance is what determines which companies are actually defensible. My take: open.substack.com/pub/nmfaulkner…
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Nick Faulkner retweetledi
ken
ken@aquariusacquah·
2 weeks ago, we rebuilt our entire product. "Browser automation" fell short of our mission to eliminate all repetitive knowledge work. The new Kaizen is the ultimate digital employee: always on, extremely capable, continually learning. Sign up for access in the tweet below.
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Nick Faulkner
Nick Faulkner@nmfaulkner_·
@amasad @GavinSBaker @amasad curious how you reconcile this with @Replit. Either there’s some level of product differentiation companies can build into agents, or everything just converges into Claude Code. I.e. every agent company fighting a losing battle against model providers
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Amjad Masad
Amjad Masad@amasad·
To make a bit of an excuse for Microsoft: the world is just waking up to the fact that coding agents are general agents. It’s bitter lesson adjacent: Writing and executing code will likely outperform years of handcrafting vertical-specific agents with expert knowledge. Actually it might exactly map in bitter lesson: Program synthesis is a form of scalable search.
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Gavin Baker
Gavin Baker@GavinSBaker·
Claude Cowork is what Copilot should have been. Evidently built in 10 days with Claude Code while Microsoft has been working on Copilot for years.
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Nick Faulkner
Nick Faulkner@nmfaulkner_·
@annabelstrauss I liked it better when I thought you were just interested in what I had to say
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Annabel Strauss
Annabel Strauss@annabelstrauss·
Just downloaded the substack app and it automatically followed every single person in my contacts so today is now cancelled and i will be under a rock until further notice.
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Nick Faulkner retweetledi
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ken@aquariusacquah·
Humans invented software to free ourselves from manual work. Somehow, we still waste billions of hours clicking across websites. Today, @joinkaizen launches to fulfill that original promise. Announcing our $4M raise from @8VC and the public launch of the Kaizen platform.
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Nick Faulkner
Nick Faulkner@nmfaulkner_·
Settle an argument: is your second wordle word entirely different letters than your first or do you use the yellow letters from the first
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Annabel Strauss
Annabel Strauss@annabelstrauss·
Best friend told me I’m the only girl she knows who can mansplain. Well. Well -
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Nick Faulkner
Nick Faulkner@nmfaulkner_·
@jj_redick I know ppl talk a lot about player loyalty to teams, but to what extent does loyalty to your teammates play a role in FA decision? Seems to me like it would matter way more than people talk about (Big fan of old man & the three btw)
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Nick Faulkner retweetledi
Red Sox
Red Sox@RedSox·
‼️ ALCS TICKET ALERT ‼️ RT by 3pm ET for a chance to win a pair of ALCS Game 1 tickets! 🎟
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Nick Faulkner retweetledi
Sox Lunch
Sox Lunch@Soxlunch·
I would like to kiss Nathan Eovaldi right on the lips. What a dominant start
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Nick Faulkner retweetledi
Boston Celtics
Boston Celtics@celtics·
THERE'S A GAME TONIGHT!!!!
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Keşfet

@andrew__reed @stratechery @benthompson @aquariusacquah @amasad @GavinSBaker @Replit @annabelstrauss