Pocket Jacks Capital

cathedrals everywhere

@dwarkesh_sp Donald Knuth

Who should I interview on my podcast? Open to more AI, but also to random history/econ/etc professors that I might not have heard of before.

@Ar_boian @OpenAI They’re giving up on Chat and going all in on Codex

It’s astonishing how little @OpenAI ChatGPT product experience has changed. If they had seriously worked on just memory and proactiveness, their growth and retention would be a lot more.

there are some startups that want to win and others that want to look pretty

@ypatil125 🍳

The future is multi-model. AI teams will not choose multiple models just for optionality. They will do it because inference at scale forces tradeoffs, and lock-in gets expensive. No single model will be best across quality, latency, cost, and modality. The best AI companies will route each task to the model on the Pareto frontier. AI natives will do this first driven by the fact that their usage is exploding and inference demand will continue to ramp. Digital natives and enterprises will follow as they scale up token consumption as well. As labs move up the stack into applications, companies will also want more control over their product, margins, and data loops. It is somewhat awkward to depend on model providers that may eventually compete with you. It feels like we are moving towards: - Use the right model for the right task. - Continuously optimize for quality, speed, and cost. - Tightly couple inference and optimization loops.

you can just make things now

@desertyoda 🎯

a(i) investigated the alert a(i) resolved the ticket a(i) updated our crm a(i) handled the employee q a(i) diagnosed and routed the incident

@Jack_Raines it will be a rough transition but they really have to change from charging from seat based to outcome or token based it's clear who gets it vs. not imo

@Jack_Raines i think whoever turns their saas into an ai employee wins x.com/rl_env/status/…

Software stocks.

@rronak_ SpaceXAI/Cursor is very lucky to have you

I’ve left Google DeepMind. The last two years have been an incredible whirlwind. A couple years ago, I joined a small startup called Codeium. There, I got to ship Windsurf, train SWE-1 (a frontier agentic coding model), go to DeepMind in the $2.4B acquisition. Now, I decided to leave the acquisition money and DeepMind. I’m grateful to the mentors, teammates, and friends I worked with along the way. At Windsurf, thanks to @_mohansolo and Douglas Chen, I got to see what a fast moving startup that ships relentlessly and builds for the future looks like. I learned from @thenickmoy how excellent research leadership can drive outsized innovation. At DeepMind, I got to push the frontier of agentic coding, be part of the amazing team that shipped Antigravity and contributed to Gemini 3. DeepMind is a rare place: deeply curious people, exceptional research taste, and access to enormous compute and Google-scale infrastructure. A few things that I learned: 1. Finding the right hill to climb. Now more than ever, there are a multitude of directions to push the frontier in AI research. It’s easy to optimize for the wrong benchmark or capability. You should step back regularly to question if you are climbing the right hill, and adjust course often. 2. The secret to being a fast-moving team. Moving quickly is not just about working hard and long hours. It requires making concrete bets about where the world will be in 6 months, aligning around them, and cutting everything else. This was our journey from the Codeium Extension → Windsurf IDE → SWE-1 → Antigravity → Antigravity CLI 3. Silicon Valley is small. Since the split of Windsurf to DeepMind and Cognition, many of my colleagues have gone to other exciting places - Thinking Machines, OpenAI, xAI, Cursor, fast-moving startups, or started their own companies. I’m grateful to have worked with so many talented, hungry people whose stories are not yet finished. So what’s next? We are living in one of the most exciting and powerful times in human history. Just like we transformed software engineering, soon every industry, every unit of work will be radically transformed, democratized, accelerated. With this comes new challenges, and new doors of frontier research to be opened. More soon.

@EverettRandle Bull case for $SPCX

No better feeling than getting the United “your plane will have Starlink” text

every saas will pivot into creating an ai "employee" $panw is your security team $wday is your people team $crm is your sales team

I’m actually upset at how good this is Ant needs more of this

Cursor is at $3B in revenue bc their ugc ads are actually good

@waddledeecap Sad but true. Neil Mehta as well.

@rl_env His rare appearance is exactly why he is special Twice is a luxury

Josh Kushner

@broadglow 🎯

@rl_env the role described already exists -- its called staff engineer

No crying in the casino

they’ll offer it via api too - frontier intelligence at a fraction of oai/anthropic

check back on this in 6 mos

cursor/spacexai shipping composer 3 is going to break a lot of people’s brains

@khushkhushkhush spring aka summer pregame

pre summer