@shayanshafii this is extremely well put. only thing would be putting employees (more specifically, founding team) at the front of the list. in every examples i saw founding team as upstream of investor/customer sentiment. finding those people, to your point, is done through networks
Agents simplifying everything to file systems reminds me of Hadoop.
Hadoopโs big idea was that analysts can just write scripts that access files directly instead of specialized interfaces like SQL. Substitute people with agents and now youโre in 2025โฆ
I think we will relearn the same lessons: modeling every problem as a file system is slow, brittle, and insecure at any interesting scale.
The reason this happens every N years, however, is that as computing paradigms change, the abstractions we have built up to support them start to crack. File systems allow you to cut past them and reinvent things from scratch. In the data world, many of the ideas from Hadoop (eg parallel compute at scale) found their way into Snowflake and Databricks, which are much more sophisticated abstractions.
Iโm quite excited to see the new abstractions that emerge from our collective learnings right now. Iโm also bearish that filesystems are the long term solution.
NVIDIA and SoftBank will be part of the new funding round for Skild AI. Skild is backed by Amazon and was founded by former META researchers. A $14 billion valuation would mean they have tripled in valuation since June.