Nedko

end-to-end testing > unit tests, in the vibecoding era. A massive, almost entirely agent-coded refactor passed all unit and pre-merge tests but broke a critical feature. It was only caught due to my own excessive paranoia making me run end-to-end tests before the prod deploy.

delve is no longer a YC company wild

Why is FBI Director Kash Patel flying to Milan on a government jet to watch Olympic hockey on the taxpayers’ dime? How is that part of the job?

Jensen Huang: "People with really high expectations have very low resilience." "I think one of my great advantages is that I have very low expectations. And I mean that. Most of the Stanford graduates have very high expectations. And you deserve to have high expectations because you came from a great school. You were very successful. You're top of your class. Obviously, you were able to pay for tuition. And then you're graduating from one of the finest institutions on the planet. You're surrounded by other kids that are just incredible. You naturally have very high expectations. People with very high expectations have very low resilience. And unfortunately, resilience matters in success. I don't know how to teach it to you except for I hope suffering happens to you. And I was fortunate that I grew up with my parents providing a condition for us to be successful on the one hand, but there were plenty of opportunities for setbacks and suffering. And to this day, I use the phrase pain and suffering inside our company with great glee. And I mean that. Boy, this is going to cause a lot of pain and suffering. And I mean that in a happy way, because you want to train, you want to refine the character of your company. You want greatness out of them. And greatness is not intelligence. Greatness comes from character, and character isn't formed out of smart people. It's formed out of people who suffered. And so if I could wish upon you, I don't know how to do it. For all of you Stanford students, I wish upon you ample doses of pain and suffering."

Gokul explains why outcome-based software companies like Zendesk are more exposed to AI than systems of record like NetSuite, and why public markets are not distinguishing between the two. He argues that the only way AI-native startups can disrupt systems of record is by spending 1-2 years building migration tools to get data off of incumbent platforms. "The software companies that should be the most worried right now is where they are pricing the product based on utility. Zendesk is a good example. Instead of paying for 50 Zendesk seats, you can pay for 20 and I can have 30 AI agents sitting next to Zendesk. For these companies you need to change your pricing model to be based on outcome. It's going to be hard for them to stay public. The companies that are less exposed are ones based on data that has been collected and captured over a period of time. ERP is a great example. There is no compelling reason for someone to put their career at stake by ripping out NetSuite. NetSuite has more time to build AI agents on top of it because they have the data, they can train the AI agent on top of it and bundle it. I think the public markets do not distinguish between these two types of companies."