Andrew Poesaste

7.5K posts

Andrew Poesaste

Andrew Poesaste

@poetential

🇦🇺 🇬🇧. Partner at @rampersand_fund. Prev @angularventures. Dad. Husband. Tech Nerd. Early adopter, hopeful Knicks fan, globe wanderer, foodie, DMs open.

Sydney, London เข้าร่วม Ekim 2009
5.1K กำลังติดตาม1.4K ผู้ติดตาม
Paul Graham
Paul Graham@paulg·
I agreed to get a Phil Foden haircut if 17 yo gets 1550 on the SAT. For people outside the UK, this is the risk I'm taking here:
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Peter McCrory
Peter McCrory@PeterMcCrory·
I'm in Australia this week, and we're releasing a new country report from the Anthropic Economic Index. Here's what we found about how Australians use Claude. 🧵
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Andrew Poesaste
Andrew Poesaste@poetential·
What a day for @FinnMurphy12. Backed Starcloud when space data centres sounded insane, just raised at a $1B+ valuation. Backed Oratomic building fault-tolerant quantum had their hello world yesterday, and today Google sounded the alarm saying crypto has until 2029. Earliest investor in both. This is what conviction looks like when the world catches up. Love seeing the ones who think differently win.
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Andrew Poesaste
Andrew Poesaste@poetential·
Been reading the Claude Code codebase (h/t @rohan_2502's breakdown). It looks exactly like what it produces: massive monorepo (like OpenAI), AI-named everything, code written for machines not humans, dead code everywhere. The medium is the message; speed of iteration> refactoring is the whole philosophy, and I see it in other companies too. The hidden pet system is cool, though.
Rohan@rohan_2502

x.com/i/article/2038…

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Andrew Poesaste
Andrew Poesaste@poetential·
So Bitcoin, Mercor, Claude Code, one the biggest NPM packages Axiom all hacked today, am I keeping up?
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Finn Murphy
Finn Murphy@FinnMurphy12·
Starcloud just raised $170,000,000 at a $1.1 billion valuation led by Benchmark & EQT because investors are finally realising there is only one solution to the AI energy crisis. Fortuitously for the 5th Episode of Forecast 2050 I sat down with my friend, @Starcloud_ CEO @PhilipJohnston to discuss how this future plays out. I wrote the biggest check out of Nebular in my first year of the firm back in December 2023 to lead Starcloud's pre-seed. It’s been quite the ride since then. @ezrafeilden & @AdiOltean also the heros and visionaries creating this category of space data centres. On the Forecast we speak about Philip’s ambitions - and his greatest concerns - for the next 25 years. We discuss: Why the Space GPU Skeptics are Wrong The 2050 Space Economy: Asteroid Mining, Moon Resorts, and Mars as the Next America How Elon’s @Tesla_Optimus Will Colonize the Universe The Hard Problem of Consciousness is Crackable Avoiding a Calamitous Event in the Near Future Chapters: 00:00 Intro 00:59 Why the Space GPU Skeptics are Wrong 03:12 Elon Will Bring Launch Costs Down with Starship 06:50 The 2050 Space Economy: Moon Hotels, Asteroid Mining & Manufacturing 16:37 The 2050 Martian Colony: A Stepping Stone for Exploring the Universe 26:32 The Kardashev Scale of Civilization 28:44 We Live in a Simulation: The Fermi Paradox & The Great Filter 34:52 Cracking the Hard Problem of Consciousness 37:46 There is a Calamitous Event Waiting for Us 39:04 Mars is the Next America Thanks to @wavebyvento, @vento_ventures, and @dwarkesh_sp for permission to use some snippets for this interview! + big big ups to some of the gang that invested on the journey early like @pmoe, @deckelly, @arcurn, @Varungupta, @caffeinatedcap, @beller, @ncsh @jamiecuffe - long Starcloud 🙏
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Andrew Poesaste
Andrew Poesaste@poetential·
The bottleneck right now is thinking and design (the latter will hopefully improve ASAP).
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Andrew Poesaste
Andrew Poesaste@poetential·
Everyone's revisiting their hiring priors. Screening for experience is still a high priority, those people get the most leverage from AI tools. But a second factor has risen alongside it: the agency to rethink the workflows, not just the work. The person you want is someone whose default is 'let me scour the internet for a new tool that dramatically speeds this up and get a demo working today.
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Andrew Poesaste
Andrew Poesaste@poetential·
Jack Dorsey laid off 4,000 people at Block. Stock jumped 20%. Whether it's truly AI-driven or just restructuring doesn't matter. Public market CEOs now have real incentive to radically rethink org charts — both in hard dollars (cost per employee × multiple) and in shareholder narrative. I think there is genuine opportunity for efficiency here. But either way, the public markets die is cast. Every CEO will face this question.
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Andrew Poesaste
Andrew Poesaste@poetential·
Genuinely wild to me that Notion might become a churn candidate for us. Would've been inconceivable 12 months ago. But it's so hard to use AI tools with Notion except for their own. The in-and-out of data is painful, and as we've built with different tooling, the friction keeps compounding. AI compatibility is now a churn driver for SaaS. If your product can't play nicely with external AI workflows, your moat becomes a wall, keeping users in rather than competitors out.
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SkipUp
SkipUp@skipupai·
BREAKING: Your calendar now has an assistant! There is a better alternative to calendar links now! SkipUp.ai is an ai scheduling assistant that handles complex scheduling for you. Simply CC skip@skipup.co and it runs the conversation for you. Works 24/7 over email and has a 1-minute average response time. It can also: - Follow up, confirm, reschedule, and book meetings - Learn your preferences (buffers, windows, no-go days, etc.) - Handle time zones - Multi person scheduling - Multi-calendar integration - Connect to your CRM or agent workflows Give it a shot with our free trial. How it works🧵
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Andrew Poesaste
Andrew Poesaste@poetential·
Biggest discussion point in tech will be if this table becomes true or not.
Gokul Rajaram@gokulr

Check out where Systems of Recoard sit in this diagram from @OpenAI Frontier. At least 3, if not 4, layers of context and intelligence sit between them and the end business application. It's one of the clearest representations of how AI companies plan to build next-gen systems of action on top of existing SoR, and why the markets are so worried about the future of software companies. PS: Even the color coding subtly highlights where OpenAI thinks value will accrue. The SoR layer is white and can almost be missed if one don't look closely!

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Felix Rieseberg
Felix Rieseberg@felixrieseberg·
New in Cowork: GSuite connectors, so you can have Claude work with your emails, calendar, and Google Drive. Let us know how Claude is helpful to you - and how it could be even better!
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Patrick OShaughnessy
Patrick OShaughnessy@patrick_oshag·
We are gonna need a lot more compute
Andrej Karpathy@karpathy

A few random notes from claude coding quite a bit last few weeks. Coding workflow. Given the latest lift in LLM coding capability, like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20% edits+touchups in December. i.e. I really am mostly programming in English now, a bit sheepishly telling the LLM what code to write... in words. It hurts the ego a bit but the power to operate over software in large "code actions" is just too net useful, especially once you adapt to it, configure it, learn to use it, and wrap your head around what it can and cannot do. This is easily the biggest change to my basic coding workflow in ~2 decades of programming and it happened over the course of a few weeks. I'd expect something similar to be happening to well into double digit percent of engineers out there, while the awareness of it in the general population feels well into low single digit percent. IDEs/agent swarms/fallability. Both the "no need for IDE anymore" hype and the "agent swarm" hype is imo too much for right now. The models definitely still make mistakes and if you have any code you actually care about I would watch them like a hawk, in a nice large IDE on the side. The mistakes have changed a lot - they are not simple syntax errors anymore, they are subtle conceptual errors that a slightly sloppy, hasty junior dev might do. The most common category is that the models make wrong assumptions on your behalf and just run along with them without checking. They also don't manage their confusion, they don't seek clarifications, they don't surface inconsistencies, they don't present tradeoffs, they don't push back when they should, and they are still a little too sycophantic. Things get better in plan mode, but there is some need for a lightweight inline plan mode. They also really like to overcomplicate code and APIs, they bloat abstractions, they don't clean up dead code after themselves, etc. They will implement an inefficient, bloated, brittle construction over 1000 lines of code and it's up to you to be like "umm couldn't you just do this instead?" and they will be like "of course!" and immediately cut it down to 100 lines. They still sometimes change/remove comments and code they don't like or don't sufficiently understand as side effects, even if it is orthogonal to the task at hand. All of this happens despite a few simple attempts to fix it via instructions in CLAUDE . md. Despite all these issues, it is still a net huge improvement and it's very difficult to imagine going back to manual coding. TLDR everyone has their developing flow, my current is a small few CC sessions on the left in ghostty windows/tabs and an IDE on the right for viewing the code + manual edits. Tenacity. It's so interesting to watch an agent relentlessly work at something. They never get tired, they never get demoralized, they just keep going and trying things where a person would have given up long ago to fight another day. It's a "feel the AGI" moment to watch it struggle with something for a long time just to come out victorious 30 minutes later. You realize that stamina is a core bottleneck to work and that with LLMs in hand it has been dramatically increased. Speedups. It's not clear how to measure the "speedup" of LLM assistance. Certainly I feel net way faster at what I was going to do, but the main effect is that I do a lot more than I was going to do because 1) I can code up all kinds of things that just wouldn't have been worth coding before and 2) I can approach code that I couldn't work on before because of knowledge/skill issue. So certainly it's speedup, but it's possibly a lot more an expansion. Leverage. LLMs are exceptionally good at looping until they meet specific goals and this is where most of the "feel the AGI" magic is to be found. Don't tell it what to do, give it success criteria and watch it go. Get it to write tests first and then pass them. Put it in the loop with a browser MCP. Write the naive algorithm that is very likely correct first, then ask it to optimize it while preserving correctness. Change your approach from imperative to declarative to get the agents looping longer and gain leverage. Fun. I didn't anticipate that with agents programming feels *more* fun because a lot of the fill in the blanks drudgery is removed and what remains is the creative part. I also feel less blocked/stuck (which is not fun) and I experience a lot more courage because there's almost always a way to work hand in hand with it to make some positive progress. I have seen the opposite sentiment from other people too; LLM coding will split up engineers based on those who primarily liked coding and those who primarily liked building. Atrophy. I've already noticed that I am slowly starting to atrophy my ability to write code manually. Generation (writing code) and discrimination (reading code) are different capabilities in the brain. Largely due to all the little mostly syntactic details involved in programming, you can review code just fine even if you struggle to write it. Slopacolypse. I am bracing for 2026 as the year of the slopacolypse across all of github, substack, arxiv, X/instagram, and generally all digital media. We're also going to see a lot more AI hype productivity theater (is that even possible?), on the side of actual, real improvements. Questions. A few of the questions on my mind: - What happens to the "10X engineer" - the ratio of productivity between the mean and the max engineer? It's quite possible that this grows *a lot*. - Armed with LLMs, do generalists increasingly outperform specialists? LLMs are a lot better at fill in the blanks (the micro) than grand strategy (the macro). - What does LLM coding feel like in the future? Is it like playing StarCraft? Playing Factorio? Playing music? - How much of society is bottlenecked by digital knowledge work? TLDR Where does this leave us? LLM agent capabilities (Claude & Codex especially) have crossed some kind of threshold of coherence around December 2025 and caused a phase shift in software engineering and closely related. The intelligence part suddenly feels quite a bit ahead of all the rest of it - integrations (tools, knowledge), the necessity for new organizational workflows, processes, diffusion more generally. 2026 is going to be a high energy year as the industry metabolizes the new capability.

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Hadley Harris
Hadley Harris@Hadley·
VC pro tip: you can build a genuinely useful VC assistant by taking Claude, connecting Gmail, Google Drive, and Google Calendar, wrapping your Affinity API as an MCP, and wiring in a repo of all your live meeting notes
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Gaurav🦄
Gaurav🦄@gaurav_mahto18·
Built my portfolio in 30 minutes with Gemini 3 Pro + Replit Design Mode 🚀 No AI slop. No violet gradients. Actually looks good. ✨ This is just v1. Want the instructions? Comment "portfolio" + follow and I'll DM you @Google @GeminiApp @OfficialLoganK @Replit @amasad
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Bill Gurley
Bill Gurley@bgurley·
I have written my first book! A passion project of almost 10 years, Runnin' Down a Dream aims to give people both the motivation & the methods for thriving in a career they actually love. Put a lot of heart and soul into this - hope you ❤️ it. Pre-order: a.co/d/5APYleb
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