Seif
716 posts

Seif
@seif_benayed
Bug fixer. guitar player.



Scott Wu (@ScottWu46) runs @cognition, the team behind Devin, an AI software engineer built on Claude. He wants to make building software 10x faster for every engineering team:





By far THE most annoying part of running a business for me is collecting receipts for my accountant Every month my accountants hounds me for invoices and receipts of every single expense I did, doesn't matter how tiny like $0.50, sometimes also for income (I don't know why) Most companies charge monthly so that means collecting 12 invoices per year at least One reason I am canceling so many SaaS is not even the cost, it's just that I hate bookkeeping so much so I think if I don't spend the money, I don't need to collect invoices and receipts for every single payment every month (also I like extremely high profit margins like 99.99%) I'm down to just about 10 companies I pay now, like Cloudflare, Hetzner, Backblaze etc. so that means only ~120 invoices to collect per year cause most are paid monthly Yes I have an automatic email filter that forwards invoices to my accountant but many companies do NOT send you an automatic invoice by email So you're talking about logging in to 10 websites, them sending you a 2FA code by email, opening your email, entering the code, trying to find wherever the Billing page is hidden, going to Invoices, opening the invoice, clicking Download to DPF (if it even exists) This week I tried to improve this, my accountant uses Xero, so I made a Xero API key, gave it to Claude Code, and asked it to login and figure stuff out, then it just asks me which expenses still need a receipt and a note, I find it and drag the PDF or screenshot into Claude Code and it resolves it Next step is letting it login to all my vendors and also download the invoice by itself which seems very very possible Much easier!


Scope (@tryscope_app) helps companies see when AI agents choose them, get stuck, or pick a competitor, and what to change to improve it. It runs real workflows across Claude Code, Codex, Cursor, and similar AI agents. Congrats on the launch, @anandPa94! ycombinator.com/launches/QK8-s…



Congrats to @mansourtarek_, @luanalopeslara, and the @Kalshi team on their $1B raise at a $22B valuation! Today, Kalshi represents over 90% of US prediction market volume and the majority of activity globally, with annualized trading volume hitting $178B— more than tripling over the past six months. nytimes.com/2026/05/07/bus…

New @ThePeelPod with @apartovi We talk spotting outlier talent early, how he first got @neo off the ground, investing in Cursor and Kalshi's seed rounds, Neo's multiple 10x funds, and why computer science is the best business education. Thanks to @numeral, @flexsuperapp, and @amplitude_HQ for supporting this episode. Episode here + links below. Timestamps: 0:09 Neo’s two 10x funds 2:19 Missing PayPal led to Neo 9:32 Not investing in Google at 3 employees 11:31 Backing Facebook despite the idea 13:01 Starting Neo to help top college students 17:21 How to identify outlier talent 24:38 Neo’s coding test 27:41 Bootstrapping the first cohort of Neo Scholars 34:58 How Cognition President Russel Kaplan changed Neo forever 39:21 Starting Neo after talking to Steph Curry 46:42 Code[dot]org: teaching 20M kids to code 59:38 Is coding still relevant in 2026? 1:03:43 How to hire outlier talent 1:07:25 Why you should aggressively apply for one job 1:11:09 Neo Residency: $750k uncapped 1:19:51 Growing up in Iran during the revolution 1:26:03 Impact of the immigrant mentality 1:29:15 Most entrepreneurial roots start very young 1:39:18 Lessons investing in Cursor + Kalshi seed rounds 1:50:27 Confession: a podcast about failure 1:52:36 Fucking up a $50m deal by lying to Steve Jobs

This company, which received $29 million in seed funding within the last year, is setting off my BS detector in every direction. Red flags: - The script to this video was entirely AI-generated, as is all the content on their website, which is extremely sparse on any specifics. - The kind of fundamental "model architecture" changes they describe, that could beat frontier LLMs would likely take much longer than 1 year with a small handful of employees. I find it highly improbable that they've done what their website describes: created a non-transformer class of AI systems from scratch. - The co-founder and CEO, Justin Dangel, looks like a serial founder with no real experience in AI but I guess experience in getting funding for plausible sounding companies. - The other co-founder and CTO, Alexander Whedon, hasn't held a single job for longer than 1.5 years, and in fact dropped out of his undergrad from BYU in actuarial science. This doesn't strike me as the kind of person who can lead a technical team that creates a new AI paradigm that beats frontier LLMs. He has no publication record, needless to say. - The "careers" link on their website just takes you to their LinkedIn page... a quick scroll through their employees on LinkedIn does not inspire confidence. A lot of ppl without any direct experience working in AI who joined within the last 3 or 4 months, some fresh BYU grads, some consultants who appear to just have this listed in conjunction with other positions. - Their benchmark reporting does not, uh... inspire confidence. They report just 3 benchmarks, of which the first is the now substantially critiqued and disowned SWE-bench verified. Apart from that, Ruler @ 128k appears totally saturated, MRCR could easily be optimized with some sort of tool use or custom instructions, and it's possible that many open source models could beat that score out of the box. - In general, the way they describe their model seems like how someone undergoing AI psychosis who's convinced they have made a breakthrough in AI architecture would describe it. "Not just another model... an architectural breakthrough" lol. - You have to request access before accessing SubQ through API or in a coding agent! - They launched without obvious partnerships with coding platforms or any big players. Appears likely to me that they're just running an open-source model or some LLM wrapper.

Introducing SubQ - a major breakthrough in LLM intelligence. It is the first model built on a fully sub-quadratic sparse-attention architecture (SSA), And the first frontier model with a 12 million token context window which is: - 52x faster than FlashAttention at 1MM tokens - Less than 5% the cost of Opus Transformer-based LLMs waste compute by processing every possible relationship between words (standard attention). Only a small fraction actually matter. @subquadratic finds and focuses only on the ones that do. That's nearly 1,000x less compute and a new way for LLMs to scale.


Warp is now open-source.




