Pocket Jacks Capital

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Pocket Jacks Capital

Pocket Jacks Capital

@rl_env

in the flow member of technical staff // part time angel investor

Coupa Cafe & Devoción Katılım Nisan 2023
174 Takip Edilen935 Takipçiler
PIK Toggle
PIK Toggle@piktoggle_·
Seems like there would be a large opportunity for a firm to serve as a broker / intermediary between 1099s and LLMs to sell personal data or perform tasks for model training - does this not exist?
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Pocket Jacks Capital
Pocket Jacks Capital@rl_env·
When everyone has their own little Clawdbot running on a box in a data center in rural Wyoming it will be clear we simply do not have enough GPUs
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Pocket Jacks Capital
Pocket Jacks Capital@rl_env·
Agents are generating exponentially more code, but human code reviewers are still the bottleneck. By EOY 2026 I wouldn't be surprised if more eng teams are okay with coding agents doing code review entirely for them. Easy changes get rubber stamped anyway--it's performative.
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Keerthivasan
Keerthivasan@keerthivasanck·
@rl_env I could eat my words here but as long as 1. Large codebases need IDE in the loop for code to prod 2. The median dev @ the 15k companies that make up 90% of “Ent ARR” leans Senior+ 3. The half life of current code is 4 years at least Cursor will realize its terminal value.
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Pocket Jacks Capital
Pocket Jacks Capital@rl_env·
Cursor has to really lean into their GUI and focusing on planning/task orchestration etc to stay relevant again
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Pocket Jacks Capital
Pocket Jacks Capital@rl_env·
If writing the code gets solved - you just need better ways to kick off agent tasks and read their output. Graphite acquisition tackles the latter.
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Pocket Jacks Capital
Pocket Jacks Capital@rl_env·
A lot of VCs won't call this out because it ultimately helps their port cos recruit - but I feel bad for the prospective employees who usually are misled by the headline valuation. Sus.
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baroque obama
baroque obama@baroqueobama87·
@ItzSuds Are they logo chasing or seeing usage from those customers? I’d rather have a single customer increasing transaction volume than adding 4 a week
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sudarshan
sudarshan@ItzSuds·
Brex won the Enterprise They added ~4 publicly traded companies as customers a week, every week this year & signed a single deal that will increase transaction volume by 40% next year At 750m ARR growing 50% Y/Y, they’re the *most* underpriced company in tech 🚀
sudarshan@ItzSuds

If you build quietly in Silicon Valley everyone thinks you’re dead, but the reports of Brex’s death have been greatly exaggerated. Pedro cleaned house, went heads down & crushed the shift to enterprise. Startups only need talent density & velocity, Brex has built both in spades

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Keşfet

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