Google equity raise is incredibly bullish.
They’re capacity constrained.
I have no doubt the return on the capital it just raised is going to meaningfully outpace the steady state business.
The current version of vibecoding has a lot of the same attributes as gambling (especially for nontechnical folks)
Perceived random reward
Is AI psychosis lowkey a lottery with extra steps?
Non-Technical Co-Founders, you have no excuse.
Previously, code never left my local machine. Used to just be AI Slop.
After a year of using Claude Code, not only am I now shipping. In the last 6 months:
1 Claude
4 Claudes
+12 Claudes, autonomously pulling requirements
@AnthropicAI@claudeai I am locked out of Claude Code now.
My startup spends 3k per month on Anthropic across CC and API - more than half our burn.
We are really invested. And we love Anthropic.
But Claude is mission critical now - thats a blessing and a curse.
@TheAmolAvasare any help?
The songbird of our generation of founders @levie@20vcFund@HarryStebbings
Feeling #heard for once
At the same time though:
this is the most exciting time to be a founder ever, it’s an addiction