@paoloanzn Boomer response
they vibecoded something that works for them…. Don’t need scale when n=1
The real slack killer is anyone being able to do this
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Santi
708 posts
Santi
@smallchano
@_treasurehq CEO. making conventions better. 🇦🇷
Katılım Temmuz 2015
150 Takip Edilen185 Takipçiler
vibecoder asks claude code to build a chat app, gets a working prototype in 20 minutes, immediately tweets "just killed slack and discord"…
brother you don't even know what a distributed system is. you don't know what database replication means. you have no idea how websocket connections behave at scale or what happens when 50k people are online at once and someone's message needs to show up in 200ms across 3 continents
slack has engineers making $300k+ who have spent a decade solving problems you don't even know exist yet. race conditions, eventual consistency, message ordering, presence systems, file storage at scale, search indexing across billions of messages
your app works on localhost with 2 connections. that's not the same thing as "killing slack" that's a college homework assignment
the prototype is maybe 0.5% of what makes these products actually work in production. the remaining 99.5% is infrastructure, reliability, edge cases, and years of iteration on problems that only surface when real humans use your thing at scale
and the worst part is the confidence. "yeah its not perfect but ai one-shotted it, just need to adjust a few things and deploy" - the few things you need to adjust IS the entire product. thats like pouring a foundation and saying you basically built a skyscraper, just need to adjust a few things
ai is genuinely incredible for building tools and prototypes. i use it every day. but there's this weird thing happening where people who have never shipped anything to real users at scale now think the hard part of software is writing the first 200 lines of code
it never was bro
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@CoolGuyPodge Are a lot of your transactions in person? If so just curious what makes using a payment app better for you irl
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Open and honest question, vendors who have “gone legit” how do you make it? Rn I’m staring at a 3% fee for any payment app and 6% sales tax. On a business where you need to competitively buy at 80+ and often sell at 90 to be competitive with other vendors. Help?
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we're making @blocks smaller today. here's my note to the company.
####
today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone.
first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay.
we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly.
i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures.
a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers.
we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold.
to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward.
to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow.
jack
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Love how my feed consistently gives me both perspectives on stuff like this
@nikitabier you might be cooking here
Gergely Orosz@GergelyOrosz
Eh. I just don’t buy this because I actually understand specific examples all too well: 1. It paints a picture of DoorDash disrupted by vibe coded alternatives. Dude. DoorDash / Uber moat is NOT software!! It’s real-world physical logistics. AI cannot disrupt DD… 2. (cont’d)
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Sometimes the simplest solutions are the most effective
BURKOV@burkov
LLMs process text from left to right — each token can only look back at what came before it, never forward. This means that when you write a long prompt with context at the beginning and a question at the end, the model answers the question having "seen" the context, but the context tokens were generated without any awareness of what question was coming. This asymmetry is a basic structural property of how these models work. The paper asks what happens if you just send the prompt twice in a row, so that every part of the input gets a second pass where it can attend to every other part. The answer is that accuracy goes up across seven different benchmarks and seven different models (from the Gemini, ChatGPT, Claude, and DeepSeek series of LLMs), with no increase in the length of the model's output and no meaningful increase in response time — because processing the input is done in parallel by the hardware anyway. There are no new losses to compute, no finetuning, no clever prompt engineering beyond the repetition itself. The gap between this technique and doing nothing is sometimes small, sometimes large (one model went from 21% to 97% on a task involving finding a name in a list). If you are thinking about how to get better results from these models without paying for longer outputs or slower responses, that's a fairly concrete and low-effort finding. Read with AI tutor: chapterpal.com/s/1b15378b/pro… Get the PDF: arxiv.org/pdf/2512.14982
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@Hartdrawss This stack should be zero cost (excluding Claude) until 5000+ users if you build correctly
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Here's the only stack you need in 2026:
Frontend: Next.js 15 (stop overthinking)
Backend: Supabase (database + auth + storage)
Payments: Stripe (nothing else comes close)
Email: Resend (cleanest API)
Analytics: PostHog (privacy-first, free tier)
Hosting: Vercel (zero config deploys)
AI: Claude API (via OpenRouter for cost)
Total cost until 1000 users: $0-50/month
Bookmark this. Build today.
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I meet a lot of interesting people so I generally have an idea of what’s going to be big 3-12 months from now
I’ve seen enough now to say 2026 will be huge for TCGs & for sports cards
I need to meet EVERYONE in the space. What does the next WhatNot look like? Who’s building it?
sudarshan@ItzSuds
My friend’s PE firm has $200m of sealed Pokémon cards in inventory I didn’t realize before yesterday how big the TCG market was (~$20b), but there’s an opportunity to securitize it & create a slew of financial products (insurance, borrowing, central market etc) for them Crypto?
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This is insane. You can definitely see that it’s a work in progress by what they don’t show you about some of the scenes, but considering that this is just the beginning… gaming will be so different in just a few years
Google DeepMind@GoogleDeepMind
Step inside Project Genie: our experimental research prototype that lets you create, edit, and explore virtual worlds. 🌎
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I was laying in bed last night thinking about the news regarding a 10% cap on credit card interest rates.
And there's a huge winner.
(but it’s not shorting $V or $MA like everyone’s screaming about)
It's the BNPL trade.
Why? If credit card issuers get forced into a 10% cap, they’re going to pull back on risky borrowers...really fast, which instantly removes access to credit for millions of people.
But (obviously) those consumers can't just stop spending, so they just migrate to using something else.
...and the only place for them to migrate is *buy now, pay later*.
Trump's announcement becomes a *structural* tailwind for BNPL adoption.
Without access to credit, people get pushed to alternative "credit" rails.
We literally just saw record numbers of BNPL activity over the holiday season. Demand is there.
So you have tightening credit, record demand, and a political catalyst that steers millions of consumers into BNPL by default?
aka an entire sector is on the verge of re-pricing...
I'm watching a few BNPL names:
One. $AFRM...cleanest pure BNPL exposure in the usa with a huge merchant network, and a direct volume lift coming
Two. $KLAR...largest BNPL platform in the world, recent IPO, eating market share in the US quickly
Three. $PYPL...massive distribution, "PayPal Pay Later" is already everywhere at checkout
Four. $SQ (owns cashapp + afterpay)...exposure to BNPL + consumer lending rails...secondary winner
But my top focus is $AFRM.
> more direct exposure & sensitivity to the U.S. credit tightening catalyst
> affirm is overwhelmingly us-centric
> stronger U.S. merchant penetration
> direct $amzn integration
> exclusive partnership with $shop
I like $KLAR too, but if this 10% cap only applies to the USA, then $AFRM is the most direct, immediate beneficiary.
This theme is about to really heat up.
$AFRM is currently $81.80.
The Kobeissi Letter@KobeissiLetter
BREAKING: President Trump calls for a 10% cap on credit card interest rates for one year, effective January 20th.
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Why are we dunking on Bill when he’s actually protecting consumers in this case??
If the 10% limit goes through banks will NOT just eat the losses… they will lower credit limits and make it so that people that need credit have to pay higher rates when they get money from sharks
AutoAdmit@autoadmitdotcom
Reminder: Bill Ackman used a 30% off coupon to subscribe to substack
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this is as delusional as thinking that llms are going to beat stockfish at chess anytime soon btw
complete misunderstanding of the industry
Ankit Gupta@agupta
A few months ago I told students at a college talk that working at jane street wasn’t a safe job anymore. I got some chuckles from the audience then. I suspect it won’t be funny next year.
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@_georgemoller nice alternative to using context but not super valuable for more complex forms where you are going to need context anyway imo
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❌ Conditional rendering loses form state in React.
✅ React 19's Activity API preserves it.
e.g.
Switch between steps → your data stays.
Effects cleanup automatically → no wasted resources.
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@aakashgupta Great idea except that he’s looking at the wrong metric
Less than 1% of users make 90% of content so using DAU shows misleading information
Much too common with PMs nowadays
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This is what great PM looks like.
User requests feature. Bad PM says “good idea, added to backlog.” Great PM asks: who actually has this problem?
0.00072% of DAU.
That’s the entire product management discipline in one data point. The feature request sounds reasonable. The user sounds passionate. The use case is real. And building it would serve roughly 7 users per million.
Nikita does something else that separates senior PMs from junior ones: he flips the request into a diagnostic. “Why aren’t you just posting those drafts?” The 10+ draft problem isn’t a missing search bar. The user has a publishing friction problem masquerading as a discovery problem.
Most PMs would log the request and move on. This response models the thinking that prevents roadmap bloat: quantify the surface area before discussing the solution.
Nikita Bier@nikitabier
@miragemunny People with >10 drafts: 0.00072% of DAU This would be the worst engineering-to-impact ratio in the known universe. Better thing I’d like to solve: why aren’t you just posting those drafts when inspiration strikes?
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@SamuelRome97104 please give us a way to full screen cron job sql snippet instead of having to look at it in this small window 🙏
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