Maxwell

Measure twice, cut once

[CyrilXBT @cyrilXBT]

INSTEAD OF WATCHING NETFLIX TONIGHT

Spend 30 minutes with this.

A speech by the Head of Anthropic's Coding Agents research team that teaches you more about vibe coding than 100 paid courses ever could.

This is not a tutorial.

This is the person who actually builds the system explaining how it works from the inside.

Most people learning to vibe code are learning the surface.

This goes underneath it.

30 minutes tonight.

The people who watch this will build differently tomorrow.

Completely free.

Bookmark this before you open Netflix 👇

[Jakob Diepenbrock @jakobdiepen]

Excellent piece on why what Ethan and Alex are building at Transcend Mechanics is so important.

[HFØ @hf0]

15 days.

[HFØ @hf0]

HF0 has built technology that consistently accelerates company growth.

• On average, teams grow 12% w/w
• This batch, multiple teams already crossed $10M annualized

Applications close midnight.

[Maxwell @MHS1020]

Apply!

[Jakob Diepenbrock @jakobdiepen]

America is the greatest country in the world.

But we need more founders working on real problems.

If you are in the early stages of building something that matters, you have to be in El Segundo.🇺🇸

Apply to the Spring Cohort in bio. 

Deadline February 20th.

[Dave Font @davefontenot]

F25,
Just the beginning.

[Andres @andreskg_]

HF0 Trailer

This is sick

[Jakob Diepenbrock @jakobdiepen]

Soon every Gundo company will have a trading arm.

Rainmaker → weather-prediction markets
Valar Atomics → forward power contracts
Durin → commodities trading

Watch out Wall Street.

[Jakob Diepenbrock @jakobdiepen]

Gundo bonfire tonight, 8:30 PM

DM for location 🇺🇸

[Jakob Diepenbrock @jakobdiepen]

The @DiscipulusVent Fall Cohort has officially wrapped up.

An incredible Cohort in the Gundo with founders and investors building for America’s future 🇺🇸

Founder info below 🧵

[Jared Palmer @jaredpalmer]

I’m thrilled to announce that I’ve joined @Microsoft as VP of CoreAI and SVP of @GitHub.

I’ll be focused on building the best possible developer experience across @GitHub, @Code, Copilot, and @Azure Foundry together with the community.

I’m honored to work on such a legendary product and am excited for this next chapter

[Ryan Eisenman @Ryeisenman]

5,500 clicks.

That’s what it can take to manage a single private market investment today... hundreds of portals, thousands of emails, and an endless cycle of manual chases.

The average Arch client has 300 investments, that’s 1,650,000 clicks over the life of these investments.

At @gotk1s, we’re turning private markets into a one-click experience. Today, we’ve automated 86% of those clicks.

To capture the remaining 14%, we’re excited to share that we have raised $52M in Series B funding, led by @oakhcft with participation from @MenloVentures , @craft_ventures, @QuietCapital, and others.

This next chapter is about taking real-time data, reporting, and client-centric workflows to the next level so LPs, GPs, and their advisors can operate without friction.

To our clients, thank you! We're just getting started.

And to all prospective clients and partners, there's never been a better time to choose Arch as your co-pilot to the private markets.

Curious what’s next for Arch? Read the full announcement in @thetermsheet here: https://t.co/eok5KAtCqi

[Jakob Diepenbrock @jakobdiepen]

America's the best country in the world.

But we need more founders working on real problems.

If you're in the early stages of building something that actually matters, you have to be in El Segundo. 🇺🇸

Apply to the Fall Cohort in bio.

Deadline August 31st.

[HFØ @hf0]

We only have one request for startups. Aim higher.

Introducing the moonshot batch:

• Thought-to-text
• World's top longevity lab
• 100x cheaper military planes

This is why they're winning:

[Dave Font @davefontenot]

A fourth GP just joined HF0.

He’s never been out to SF in person.
In fact, he’s never been a GP anywhere.
Come to think of it, I don’t know anyone who’s actually met him in person.

He kind of just appeared online about a year ago...(1/8)

[Maxwell @MHS1020]

Will automation break CAC/LTV as a useful metric? Marketing cost, even for personalized marketing, is dropping rapidly. In addition life time value will change as agentic products are able to predict and grow with customers increasing LTV infinitely.

[Dave Font @davefontenot]

If you haven’t adopted this new way of building companies, you will get outcompeted.

In twelve weeks
- four of ten teams broke $2M ARR
- fifth team hit $1.7M
- top team went from 1 to 10M

Launching applications today. Ten teams. Only one HF0.

[Avi Chawla @_avichawla]

5 most popular Agentic AI design patterns, clearly explained (with visuals):

[Avi Chawla @_avichawla]

Traditional RAG has many issues:

- It retrieves once and generates once. If the context isn't enough, it cannot dynamically search for more info.

- It cannot reason through complex queries.

- The system can't modify its strategy based on the problem.