If you’re in your 20s in tech right now, a couple of years at OpenAI, Anthropic or a great AI startup will give you 10x the career juice of any MBA or graduate degree (and a lot less debt).

Strange times in markets: * Liquidity now looks public‑ish for the dozen or so global mega‑unicorns that run tenders for employees and early investors * retail money is coming into private markets fast, via funds So, at least for some, we've created a shadow public market

Wow almost 10 years to the day since first seeing Hamilton in previews - hard to describe how magical that was

Meanwhile in NYC

To AI founders today: 4-5 years ago, VCs were tripping over themselves to invest in things like ETL, data catalogs, data orchestration (!), data observability, etc. Grab the money while it’s handed out to you but be aware those things come and go, and build for the long term.

TIL I learned there is a paper folding conference in NYC and suddenly saw our future in an AI dominated future lol

Breaking: Alex Honnold announce “Free Solo” sequel, will free climb the Replit ARR chart without ropes

Ex-DeepMind researcher @MishaLaskin on building superintelligence, coding as a shortcut, reinforcement learning, launching @reflection_ai's first product, Asimov, and competing with the big AI labs 00:00 - Intro 01:42 - Reflection AI: Company Origins and Mission 04:14 - Making Superintelligence Concrete 06:04 - ASI vs. AGI: Why the Goalposts Moved 07:55 - Organizational Superintelligence as an Oracle 12:05 - Coding as Shortcut: Hands, Legs & Brain for AI 20:55 - Capturing Tribal Knowledge in Organizations 26:31 - Introducing Asimov: Deep Research for Code 28:44 - Team-Wide Memory 33:07 - Multi-Agent Design 34:48 - Data Retrieval and Integration in Asimov 39:41 - Reinforcement Learning in Asimov 41:04 - Misha's Journey: From Physics to AI 42:06 - Growing Up in a Science-Driven Desert Town 53:03 - Building General Agents at DeepMind 56:57 - Founding Reflection AI After DeepMind 58:54 - Product vs tech in AI 1:02:22 - The State of Autonomous Coding Agents 1:04:26 - What's Next for Reflection AI

2024: everyone says - LLM companies will get commoditized, thin wrappers have no staying power 2025: LLM companies move up to the app layer; wrappers move down the stack, start building their own foundation models (Cursor) 2026: winners are full stack players (model + app)?

The main problem of the 2022-24 mini recession we had in tech/venture is that it did not last long enough. We didn’t learn anything,