Daniel Abdyldaev 

great opportunity for founders from CAMCA countries (Central Asia, Mongolia, Caucasus) apply to @GoogleStartups in Almaty by @astanahub t.me/adventuresvc/3…

@RonConway sad to hear that, wish you a speedy recovery!

I want to share some difficult news. I was recently diagnosed with a rare form of cancer and I want you to hear it directly from me. Treatment is starting immediately and will include multiple strategies over the course of about a year. While I will be stepping back from some of my usual activities, I will continue to support SV Angel founders, who I love with a passion. SV Angel remains unchanged. Topher has made all of our investment decisions for the better part of the last decade, and Ronny joined as Managing Partner in 2024. They bring experience from nearly every major technology cycle in Silicon Valley and are now focused on partnering with founders building the future of AI. SV Angel has a deep, experienced team that remains fully focused on supporting exceptional founders. With a more focused and balanced schedule, I can prioritize treatments while helping SV Angel founders at inflection points like we always do! I’ve chosen not to share the specific type of cancer since I don't want speculation about my prognosis. I appreciate your understanding and respect for this. I am optimistic about my prognosis. I am fortunate to have the best/amazing team of UCSF doctors in San Francisco, and as you know, I never back down from a fight. Thank you for your support, it means a great deal to me.

“You’re not talking to someone who woke up a LOSER…” - Jensen Huang “…and that LOSER attitude, that loser premise, makes no sense to me.” “Your premise is WRONG.” Jensen and Dwarkesh had a MUST LISTEN thoughtful and spicy back-and-forth. To @dwarkesh_sp’s credit, he repeatedly holds his ground against Jensen’s aggressive pushback.

The name of the company… NewBird AI. It is a cutting-edge, AI-native cloud infrastructure firm out of- well, they used to be out of San Francisco making sneakers, but forget that, John- they are now awaiting imminent deployment of next-generation GPU compute clusters that have both massive enterprise and consumer applications. Now, right now, John, the stock trades on the Nasdaq at about the price of a cup of coffee. And by the way, John, our analysts indicate it could go a heck of a lot higher than that. And John- one more thing- they're up 160% just today

Lovable CEO realizing their biggest model provider is now their biggest competitor.

Always pleased to see our #CAMCA alums getting together across the region! See below Fellows from Kazakhstan, the Kyrgyz Republic, Tajikistan, Turkmenistan & Uzbekistan meeting at the recent Central Eurasian Venture Forum for investors and entrepreneurs in #Tashkent. #cevf2026

the largest VC forum in Central Eurasia, CEVF is in Tashkent this year

While we at @acceleratepro_ were hosting the Kyrgyz Venture Summit here, my partner and co-founder at @ch_ange_ls, Almaz Edilbaev, launched the Chicago Eurasian Hub in Chicago @hub_chicago to support founders from the region

Software horror: litellm PyPI supply chain attack. Simple `pip install litellm` was enough to exfiltrate SSH keys, AWS/GCP/Azure creds, Kubernetes configs, git credentials, env vars (all your API keys), shell history, crypto wallets, SSL private keys, CI/CD secrets, database passwords. LiteLLM itself has 97 million downloads per month which is already terrible, but much worse, the contagion spreads to any project that depends on litellm. For example, if you did `pip install dspy` (which depended on litellm>=1.64.0), you'd also be pwnd. Same for any other large project that depended on litellm. Afaict the poisoned version was up for only less than ~1 hour. The attack had a bug which led to its discovery - Callum McMahon was using an MCP plugin inside Cursor that pulled in litellm as a transitive dependency. When litellm 1.82.8 installed, their machine ran out of RAM and crashed. So if the attacker didn't vibe code this attack it could have been undetected for many days or weeks. Supply chain attacks like this are basically the scariest thing imaginable in modern software. Every time you install any depedency you could be pulling in a poisoned package anywhere deep inside its entire depedency tree. This is especially risky with large projects that might have lots and lots of dependencies. The credentials that do get stolen in each attack can then be used to take over more accounts and compromise more packages. Classical software engineering would have you believe that dependencies are good (we're building pyramids from bricks), but imo this has to be re-evaluated, and it's why I've been so growingly averse to them, preferring to use LLMs to "yoink" functionality when it's simple enough and possible.

Three products killed in seven days. That's the number that tells you where OpenAI actually is right now. Monday: Instant Checkout scrapped. Only 12 Shopify merchants ever went live. Walmart said conversion rates inside ChatGPT were 3x lower than on their own site. Six months of "agentic commerce" produced almost nothing. Tuesday: Sora shut down entirely. Disney's $1 billion investment collapsed before any money changed hands. Their teams were working on Sora projects Monday evening and got blindsided by the announcement 30 minutes later. Downloads had already fallen 32% month over month by December. Thursday: Erotic chatbot shelved indefinitely. Internally called "Citron mode." They couldn't train models that previously avoided explicit content to reliably exclude illegal behavior. A senior employee quit over it. Their age-verification system has a 10%+ error rate. Now look at the financials behind these decisions. OpenAI hit $25 billion in annualized revenue in February. They're projecting $14 billion in losses for 2026 and $17 billion in cash burn. The IPO is targeting Q4 2026 at an $840 billion valuation. They need to file an S-1 in months. Every one of these killed products was a liability on that S-1. E-commerce checkout with no tax compliance infrastructure. A video app burning compute with falling downloads. An adult chatbot while the FTC is investigating AI harm to minors and Meta just got hit with $375 million in a child exploitation case. This is what pre-IPO cleanup looks like at $840 billion. You kill everything that creates a headline risk, consolidate into a "superapp" that combines ChatGPT, Codex, and Atlas, and pray the coding market is big enough to justify 65x revenue. The Pentagon contract was the tell. OpenAI rushed a $200 million defense deal the same day Anthropic got blacklisted, admitted it was sloppy, then spent a week rewriting the terms. That's a company optimizing for one thing: making the investor deck look inevitable before the roadshow starts.

had our @acceleratepro_ Kyrgyz VC summit, grateful to our friends from MA7 Ventures and Big Sky Capital for their constant support! huge thanks to our speakers from the strategic investors side!

you could do that? 😅

this!

Excited to share that @lmnrai has raised $3M to build open-source observability for long-running AI agents. Laminar is how companies like @browser_use, @OpenHandsDev, and Rye see what their agents are doing, understand why they fail, and spot patterns across millions of runs.

glad to see more Central Asians are being admitted to @ycombinator and growing their startus, we need a lot more

this is cruel translate.kagi.com

cyberpunk Bishkek according to @perplexity_ai

well, this is... different at least