Vinay Narayan

I am often reminded of this quote from the food critic in Ratatouille when I meet talented founders

@karpathy @ATabarrok Crypto needs more than one Karpathy to speak up so the world can see it for its positives (and not the ‘pump & dump’ culture)

I like blockchain tech quite a bit because it extends open source to open source+state, a genuine/exciting innovation in computing paradigms. I'm just sad and struggle to get over it coming packaged with so much braindead bs (get rich quick pumps/dumps/scams/spams/memes etc.). Ew

cc @Djmojorisin : ai-native/x402/usdc content partnerships is a new rev channel waiting to be unlocked

Show them the incentives and they'd be making more than just the rev. User traffic will increase ad revenue and yield as well. Win-win, if this happens.

I finally understand the value x402 + USDC can unlock for online media. I hit a series of 404s when multiple agents on a task were unable to fetch from websites like techcrunch and reuters, probably because of how these sites treat bots now. If we could incentivize these

Nolan’s INTERSTELLAR teaser is still arguably the best trailer for any film.

@Benioff This is the bull thesis for $CRM. Hope they are prepared for Mythis though. API Security is going to have a golden 2027.

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This is impressive until you realize it is the work of a 16-year old. Local, distributed, confidential inference wasn’t able to scale for crypto, but might just work in a GPU constrained world if they get the incentives right.

The frontier labs winning are launch machines. Their product launches do (most) of the talking.

@levie the converse could also be true--> forward deployed engineers could become a set of managed agents after workflow mapping and pilot deployments

The more enterprises I talk to about AI agent transformation, the more it’s clear that there is going to be a new type of role in most enterprises going forward. The job is to be the agent deployer and manager in teams. Here’s the rough JD: This person will need to figure out what are the highest leverage set of workflows on a team are (either existing or new ones) where agents can actually drive significantly more value for the team and company. In general, it’s going to be in areas where if you threw compute (in the form of agents) at a task you could either execute it 100X faster or do it 100X more times than before. Examples would be processing orders of magnitude more leads to hand them off to reps with extra customer signal, automating a contracting review and intake process, streamlining a client onboarding process to reduce as many straps as possible, setting up knowledge bases than the whole company taps into, and so on. This person’s job is to figure out what the future state workflow needs to look like to drive this new form of automation, and how to connect up the various existing or new systems in such a way that this can be fulfilled. The gnarly part of the work is mapping structured and unstructured data flows, figuring out the ideal workflow, getting the agent the context it needs to do the work properly, figuring out where the human interfaces with the agent and at what steps, manages evals and reviews after any major model or data change, and runs and manages the agents on an ongoing basis tracking KPIs, and so on. The person must be good at mapping the process and understanding where the value could be unlocked and be relatively technical, and has full autonomy to connect up business systems and drive automation. This means they’re comfortable with skills, MCP, CLIs, and so on, and the company believes it’s safe for them to do so. But also great operationally and at business. It may be an existing person repositioned, or a totally net new person in the company. There will likely need to be one or more of these people on every team, so it’s not a centralized role per se. It may rile up into IT or an AI team, or live in the function and just have checkpoints with a central function. This would also be a fantastic job for next gen hires who are leaning into AI, and are technical, to be able to go into. And for anyone concerned about engineers in the future, this will be an obvious area for these skills as well.

I liked this so much that i spent time this weekend building a skill for DIB contractors for prepping for the mandatory CMMC certification. This cert currently costs $50k-$300k. Many small and veteran-owned businesses in the US cannot afford this. github.com/vinay-lgtm-cod…

@Dinosn enjoyed trying some of these. built a claude skill for CMMC compliance for defense contractors based on learnings from these. github.com/vinay-lgtm-cod…

Built Claude Skills for Governance, Risk, and Compliance frameworks (SO 27001, SOC 2, FedRAMP, GDPR, HIPAA, NIST CSF, PCI DSS, TSA Cybersecurity, and ISO 42001) sushegaad.github.io/Claude-Skills-…

@Steve_Yegge in an irony for the ages, microsoft employees are probably above average AI users. they are encouraged to use external AI tools because GitHub co-pilot is so far behind.

I was chatting with my buddy at Google, who's been a tech director there for about 20 years, about their AI adoption. Craziest convo I've had all year. The TL;DR is that Google engineering appears to have the same AI adoption footprint as John Deere, the tractor company. Most of the industry has the same internal adoption curve: 20% agentic power users, 20% outright refusers, 60% still using Cursor or equivalent chat tool. It turns out Google has this curve too. But why is Google so... average? How is it that a handful of companies are taking off like a spaceship, and the rest, including Google, are mired in inaction? My buddy's observation was key here: There has been an industry-wide hiring freeze for 18+ months, during which time nobody has been moving jobs. So there are no clued-in people coming in from the outside to tell Google how far behind they are, how utterly mediocre they have become as an eng org. He says the problem is that they can't use Claude Code because it's the enemy, and Gemini has never been good enough to capture people's workflows like Claude has, so basically agentic coding just never really took off inside Google. They're all just plodding along, completely oblivious to what's happening out there right now. Not only is Google not able to do anything about it, they don't seem to be aware of the problem at all. I'm having major flashbacks to fifty years ago as a kid at the La Brea Tar Pits, asking, "why can't they just climb out?" My Google friend and I had this conversation over a month ago. I didn't share it because I wanted to look around a bit, and see if it's really as bad as all that. I've been talking to people from dozens of companies since then. And yeah. It's as bad as all that. Google is about average. Some companies at the bottom have near-zero AI adoption and can't even get budget for AI. They may have moats and high walls, but the horde is coming for them all the same. And then there are a few companies I've met recently who are *amazingly* leaned in to AI adoption. One category-leader company just cancelled IntelliJ for a thousand engineers. That's an incredibly bold move, one of many they're making towards agentic adoption. In my opinion, that company is setting themselves up for a _huge_ W. As for the rest, well, it's the Great Siloing. Everyone's flying blind. With nobody moving companies, no company knows where they stand on the AI adoption curve. Nobody knows how they're doing compared to everyone else. Half of them just check a box: "We enabled {Copilot/Cursor} for everyone!" Cue smug celebrations. They think this is like getting SOC2 compliance, just a thing they turn on and now it's "solved." And they don't realize that they've done effectively nothing at all. All because of a hiring freeze.

The recent AI run would have many believe UX design as a human staffed function will die. Hot take: We’ll see a huge non-chat UX breakthrough that will revive design as a function.

@AntarYaami Just as Anthropic announces Project Glasswing

@vinnaray Fears from 2 years ago getting real now.

Many enterprise B2B conferences are gen AI-pilled to the point where the attendees and buyers are questioning the value of software. Case in point: Only 40% of exhibitors at the RSA security conference had any moat against vibe coding. Link in comments.

vibecoded.vc/cooked/ . This is doing the rounds among CISOs right now.

@ThePSF you need to get your auth right. I’ve provided multiple ways for you to identify me as owner of a pypi package yet you want to suspend. Looks like you’d prefer endless supply chain attacks to just putting in a water tight clear authentication process.

spoke to some of my friends in the hyperscalers. they are in denial over some of their numbers. they haven't seen anything like it.