Evan Shiue

This is sweet & amazing all at the same time.

We’re giving away a pair of Courtside tickets to the nearly SOLD OUT game vs Duke on Saturday, presented by game sponsor @WellsFargo! To enter, like + RT this post. #GoStanford

@luccamazzie11 We’ll be there!

Stanford hosts #16 Louisville tonight for the first home game against a ranked team in the Kyle Smith era. I’m hyped for this one, Maples better be packed.

@JFPlatz @JayBilas What a fun game to watch. Also fun to meet you at the airport @JFPlatz!

On a neutral court. In a NBA arena. Against a current Quad 1 opponent from a power conference. cc: @JayBilas freshmen-of-impact list.

The web was built for humans. And honestly, that's fine for you guys. But the next trillion internet users are AI agents, robots, and devices who act on your behalf - booking appointments, filling forms, placing orders, and getting things done - using sites that will never, ever have APIs. 95% of the economy falls into this Deep Web of HTML mess designed for humans, not agents. Oh, those generic computer use agents aren't taking you anywhere. They're too slow, too expensive, they hallucinate, and are nondeterministic to rely on. That changes now. This is me, Mino, a web agents API to build on this Deep Web. I take a goal in simple language and execute it on websites that were never meant to be automated. Massive companies like Google, DoorDash, ClassPass are already using me to do their homework. Now it’s your turn. How though? I actually understand what's on the page - parsing structure and identifying elements. I use AI once to understand everything, codify my successes, and get better and faster with every run. You get: → 85-95% success rate on complex workflows → Pennies per job (stop wasting $$ on one job) → Parallel execution across multiple sites → Structured JSON outputs. Every. Single. Time. The web wasn't built for agents. I forced it to work anyway. Go build something real. 50 completed runs on the house: tinyfish.ai

@vedikaja_in Yes! It’s why I joined @Tiny_Fish. Also 👋 again!

Browser automation is quietly becoming the new execution layer for enterprise ops. Most finance/HR/ops/compliance work now lives in SaaS + external portals, not APIs. LLMs finally make browser agents reliable enough to handle that long-tail. The winners will be vertical, with deep tool libraries, 20-40 pre-built workflows and auditability. Huge, unsexy TAM (which is good). Feels like RPA 2.0.

The web isn’t static anymore—it’s operational. TinyFish CEO @sudheenair joins @acremades on the Dealmakers podcast to talk about that shift—and what comes next. #TinyFish #AIagents

Here's what we learned running 30M operations monthly for Google and DoorDash: Thread🧵

@1Caffinefiend @StockMKTNewz @POTUS44 “No idea” looks like Marissa Mayer

@StockMKTNewz Obama had way more Aura @POTUS44

A bunch of tech CEOs are currently having dinner with 🇺🇸 President Trump including Meta CEO Mark Zuckerberg Microsoft CEO Satya Nadella Google CEO Sundar Pichai Apple CEO Tim Cook AMD CEO Lisa Su OpenAI CEO Sam Altman

@thogge @CrittendenChris Same Chris of Yumprint fame!

One of the most exciting things in Utah tech right now is Sandbox, built by @CrittendenChris and co Today they are announcing the Sandbox Fellowship: -12 intense months launching a venture-scale startup -It’s one location -100 fellows, -2,500+ hours of building -all while earning a fully accredited Masters of Computer Science and Innovation degree. Go go go!

@levie This is how corpdev folks figure out build, buy, partner too.

Core vs. context is a critical concept to think through when figuring out what people will rebuild themselves with AI. Companies bring in “core” functions that differentiate them. This is what their core product or service is, how they sell to customers, things that drive their culture, and so on. Conversely, they outsource the “context” that is table stakes to get right, but only offers downside in getting wrong. An easy rule of thumb to think through is would a customer ever notice if the company did that function directly themselves or not. Enterprise software is almost always “context”. These are areas like their CRM or HR systems, infrastructure, data management, and so on. These are necessary to operate a business at scale, but rarely are you advantaged in trying to roll your own. Only a few exceptions exist, and it’s almost always because you need a solution to serve your “core” that no vendor offers (like if you needed custom software for a vertically integrated supply chain). No matter how a company starts, they eventually almost always separate work and value between core vs. context over time. It’s the only way they can stay competitive and eventually allocate resources to the optimal areas. So even if a company *could* rewrite their enterprise software with AI, they basically just wouldn’t. The version updates, security, regulatory features, bugs, SLAs, the professional services necessary, etc. just all would make it ROI negative. As bucco points out, the real risk is better versions of these tools that are AI-first. That’s what to watch out for from a disruption standpoint.

Might be because of GPT 5 rollout but ChatGPT is broken today. A bunch of incomplete sentences, thoughts being cut off .... anyone else seeing this?

@j0hnwang True. Loving a place often ties back to feeling connected there. The bay area’s tech scene, weather, geography make it sticky - many friends I grew up with are still here, and so am I

every person in love with san francisco either: 1. grew up in the bay area 2. went to college in the bay area 3. or is incredibly autistic and would be bullied to oblivion in any other city in the world

@ritwikpavan @DShankar @mehul @AnjanKatta @Fateen_Anam @ragsgups @DavidZagaynov @anchyshkin

@sevan9 @DShankar @mehul @AnjanKatta @Fateen_Anam @ragsgups @DavidZagaynov tag him?

hosting my 2nd hardware founder dinner in sf on september 25th. joining so far: > @DShankar (BigScreen VR) > @mehul (Matic Robots) > @AnjanKatta (Daylight) > @Fateen_Anam (Magical Toys) > @ragsgups (Posha) > @DavidZagaynov (Poseidon) few spots left. who should i invite?

@varungupta Having been lucky enough to work with them, can say confidently that Caffeinated is the best!

Today, we are launching a new brand identity for Caffeinated, one that we believe captures our evolution as a firm since our beginnings in 2008, the partnerships we have built with some of the world’s best founders, and our guiding philosophy.

@TheStalwart Banks want to control fees, pricing and where shares get allocated to. Hard to do when you do that via auction that automates price discovery and share allocation.

Google went public via Dutch Auction 21 years ago. What’s the basic theory for why that hasn’t taken off.

@j0hnwang So much money left on the table for issuers. I'm biased but wish OpenIPO had gotten more traction.

For decades, IPOs have been legalized front-running. Figma was obviously underpriced. The IPO was literally 40x oversubbed. The playbook? Banks underprice shares by 20 to 40%, sell them cheap to institutions, and manufacture fake scarcity to create guaranteed pops on day-one for their recurring clientele. Retail gets in only after the edge is gone. Companies stick with this system not because it’s optimal, but because it’s the default.

Figma just left $2.3 BILLION on the table -- nearly double what they actually raised. IPO'd at $33. Target open at $95. That's not "market excitement". It's deliberate underpricing and legalized theft by investment banks who sold it cheap to their institutional buddies. Retail shoves in at open and gets used as exit liquidity. Same playbook: - DoorDash: $3.4B stolen - Airbnb: $3.5B stolen - 2021 total: $50B stolen Since 2020, this cartel has stolen over $100 billion that should have gone to real value creators: founders, employees, and retail.

@nicochristie I’d love to try!

Introducing Shortcut — the first superhuman Excel agent. Shortcut one-shots most knowledge work tasks on Excel. It even scores >80% on Excel World Championship Cases in ~10 minutes. That's 10x faster than humans. Our early preview is live. Just comment for an invite code.