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The company has developed a no-code platform that leverages generative AI to teach websites to evolve independently to increase conversions, sales, and revenue.
YC CEO Garry Tan: “Moat is not a noun. It’s a verb”
Popular belief says startups win because they have one big, game-changing insight.
But Varun Mohan (Windsurf CEO) argues that’s a myth.
“Every single insight we have is a depreciating insight.”
In other words: the value of your insight declines fast. Competitors catch up. Markets shift. What was once novel becomes table stakes.
He uses Nvidia as the example: Even at a trillion-dollar scale and 70% gross margins, they still have to innovate, or AMD catches up.
The real advantage?
Continuously generating new insights — and executing on them.
“It’s not about the insight you had one year ago. It’s whether you can compound that advantage over and over again.”
That’s why Varun tells his team: being wrong is fine, but being stagnant isn’t. You need to stay sharp, learn from the market, and compound your edge over time.
Or as Garry Tan (YC CEO) puts it aptly:
“A moat is not a noun. It’s a verb.”
Video source: @ycombinator (2025)
Naval Ravikant explains why startup founders should be able to code
Naval Ravikant gave the following advice to a startup spending $25k outsourcing product development to external developers:
“You guys should be coding from the start. Web and mobile startups are so competitive right now. You have to assume that anything you’re doing, there’s a team of 2-4 dedicated, hardcore hackers working 24/7 on something extremely similar.”
He continues:
“If you have this iteration loop where you have to submit something to someone else and they have to come back to you. Then you’re like ‘no, it wasn’t quite right’ because a lot of stuff was lost in translation, you’re going to get 1-2 cycles per day at best. Meanwhile, that other team is getting 20 cycles per day. It has gotten so intense now that non-coding founders and startups are having a really difficult time adding value at these early stages.”
Video source: @Forbes (2011)
Steve Blank explains the Lean Startup methodology
Steve Blank helped pioneer the Lean Startup Methodology. In the clip below, he explains that over the course of building eight companies, no business plan survived first contact with customers:
“Startups are not smaller versions of large companies. Large companies execute known business models. Startups search for unknown business models… And the mistake we were making as entrepreneurs was assuming that everything we wrote in [a business plan] somehow magically translated into facts, when all we had were a series of untested hypotheses.”
As Steve explains, the key for startups is to focus on risk reduction in the early stages by identifying your assumptions and treating them as hypotheses you need to test. The most common mistake very bright founders make is believing they understand the problem on day 1, and as a result, just going and building the solution. But Steve has learned from experience:
“As smart as you are, there is no way you’re smarter than the collective intelligence of your potential customers.”
To find product/market fit, you need to “get the heck outside”, talk to your customers, and test your hypotheses. Who are they? What are you building for them? What are their needs? What jobs do they want to get done? What are their pains? How are you going to make money?
“And by testing, I don’t just mean saying ‘here’s a product, do you want to buy it?’ That’s selling. I mean getting out and understanding deeply what are the customer problems, what are their needs, and what kind of solution might actually solve them?”
Alter your hypotheses with the insights from these conversations, and then test them again with your product. You want to build your product incrementally and iteratively—hence the term “Minimum Viable Product”—continually interacting with your customers to understand if you are on the right track.
Video source: @ECorner (2016)
https://t.co/Xd8PpazqHT
The neurosurgeon had never before encountered a patient so calm and at ease during an awake brain surgery - made possible by hypnosis.
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Suite of ultra-compact systems turns any radio into satellite-enabled device, working without clear sky access or heavy antennas, enabling secure voice, text, data, and location-sharing anywhere in the world.
https://t.co/9tlFsjJWsA
The Via platform for managing/integrating public transportation, which will launch in Arizona, will allow pooling multiple passengers into a single ride, reducing costs.
https://t.co/SNqi9FgsTe
This breakthrough not only restores vision for patients with untreatable corneal conditions but also delivers hope to millions of blind patients living in regions where donor tissue is scarce.
https://t.co/Jirq72rpP8
The 18A process delivers % improvement in energy efficiency,higher transistor density, and a shift from a single monolithic chip to a modular “tile” design, separate CPU, GPU, communications, and AI units, each optimized for its own task.
Peter Thiel: “If you are in favor of innovation, founders have to stay in control”
“I think the founding period is the period when you have innovation. And once that’s over, it becomes a normal business that runs in a bureaucratic, mechanistic sort of way. And it’s a very important question - how can one enable the founding of these companies to last?”
Thiel points to Apple as the classic example:
“The judgement call the board at Apple in 1985 made was that computers were like Pepsi. It was just a marketing thing. There was going to be no more innovation in the computer industry. You could get rid of the founder, and you could replace the founder with someone who would run the business in a much more predictable, mechanistic sort of way. And that turned out to be a bit of a mistake.”
He continues:
“Sort of miraculously, Jobs came back and then we saw another 14 years of innovation… If you are in favor of innovation, you have to figure out ways for founders to stay in control as long as possible and to avoid selling a business or substituting someone other than the founder in as CEO.”
Video source: @HarvardIOP (2012)
.@Meta CEO Mark Zuckerberg tells @POTUS his company will invest "at least $600 billion" in the U.S. over the next several years "to build out data centers and infrastructure to power the next wave of innovation."