sur4js
6.5K posts
@sur4js This isn’t the first time I’ve seen you follow up with a public prediction. Are you writing calendar reminders
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Update: Phind died. Brutally competitive space
Paul Graham@paulg
I'm very impressed by the way Phind, despite being the tiniest of startups, has managed to keep up with the giants. Phind-70B beats GPT-4 Turbo at code generation, and runs 4x faster. There is definitely still room for startups in this game.
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A detailed and brutal look at the tactics of buzzy AI compliance startup Delve
"Delve built a machine designed to make clients complicit without their knowledge, to manufacture plausible deniability while producing exactly the opposite."
substack.com/home/post/p-19…
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Yesterday, 11 months after I started, I got the final commit for fund 1
I raised 525k in 2 days. I thought I was made. 6 mo later, on Oct 1, I’d only signed 1.7m
Fund returns helped, but the only change I made was to unapologetically be me. Being authentic pays, it’s just hard.
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@___4o____ To be clear, I'm not hate watching. It's just informative to go back through predictions and posts and delta the prior outlook against the reality of the situation.
David often eeks out a battle or two, but the inconvenient truth is that often Goliath wins wars
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@___4o____ @sur4js lowkey in the early days it was pretty good.
they got bitterlessonmogged
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Recently met the head of product at a SaaS with a $100B+ market cap.
They're building a headless version of their flagship product specifically for agents.
Not the cloud version with a UI. Actual infrastructure level APIs that agents can call programmatically.
Imo, this is a far more accurate evolution of traditional SaaS than the current SaaSpocalypse BS.
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by the end of this year, most of the first meetings between VCs and founders will be agent-to-agent.
assuming those mtgs go well, the 2nd mtg will be old-school (person-to-person)
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It’s always “here’s how to get money” never “here’s how to actually make something interesting and good”
Tancrede@Tancrededib
Angels & solo GPs founders should know in SF >Basecase (Alana Goyal) >Behind Genius Ventures (Paige Finn Doherty) >CapitalX (Cindy Bi) >Coelius Capital (Zach Coelius) >The Council (Amber Illig) >Daydream VC (Jonathan Chang) >Mythos Ventures (Vishal Maini)
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When the “network state” needs to fight a war and you’re waiting for the remote work nomad instagrammer crypto bro low tax shelter chasers to sign up to serve.
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Hosting some unexpected, quirky, uniquely SF experiences over the coming weeks.
If you're new to the city or want to meet new people outside of work, please DM me.
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