You should want to control and host your own memory
It’s the one thing that you should be able to take to any platform
Watch for this to be a defining battle in the new browser war: the AI harness wars of 2027
This is 100% true!
I have recently looked through my old notes on ideas where most got abandonded due to lack of technical cofounders or market felt too non-VC.
Had to vibe code basic MVPs and fun to see these old ideas become alive.
Some people have been contemplating an idea for years, maybe decades. Obsessing, attempting, discarding, agonizing, retrying.
Some of these ideas are unpopular, niche, impractical. Not obviously capitalizable. They live on in the inventor's mind.
In 2026, millions of these ideas will come to life thanks to superintelligent coding agents.
AI doesn't get tired. It amplifies the individual, and for better and sometimes for worse, it always takes you seriously. "Great idea. Splendid. Wow. You're absolutely right."
A world of digital wonders awaits us. This world will disproportionally favor the boldest ideas. Software that once seemed impossible will be one hyperlink away. I can't wait to see it.
A CEO from one of our portfolio companies shared this with their team. I’m re-sharing it with their permission, because it resonated and reflects what all founders and CEOs should be communicating.
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We are living through a period of compounding change. And in moments like this, the biggest risk is no longer making the wrong decision. It is moving too slowly while the world moves around you.
There are two paths. We can play defense:
- Protect what we have
- Optimize what works
- Wait for clarity
It feels safe. It isn’t.
Or we can play offense:
- Learn faster than the environment changes
- Use new tools to solve old problems in better ways
- And create entirely new strategies and businesses
That’s where the opportunity is.
Challenge yourself to do things faster and better than you have ever attempted. Stay uncomfortable. Stay on the front foot.
Trying to be cool and getting hetzner but then its identify verification has flagged me and when uploading passport with selfie then i get multiple face mismatch 😄
The last couple of months of AI development has given me a whole new way of thinking about what is possible. I think and brainstorm ideas on a whole other level now.
It’s time to unlearn legacy constrains.
Google Sheets App Scripts is such an undervalued feature. Sheets has this easiness of loggin data but to work work it more efficiently has always been a challenge but now you can just one-shot app scripts in chatgpt for various automations and analysis.
Vibe Coding Is the New Product Management
“There’s been a shift—a marked pronouncement in the last year and especially in the last few months—most pronounced by Claude Code, which is a specific model that has a coding engine in it, which is so good that I think now you have vibe coders, which are people who didn’t really code much or hadn’t coded in a long time, who are using essentially English as a programming language—as an input into this code bot—which can do end-to-end coding.
Instead of just helping you debug things in the middle, you can describe an application that you want. You can have it lay out a plan, you can have it interview you for the plan. You can give it feedback along the way, and then it’ll chunk it up and will build all the scaffolding.
It’ll download all the libraries and all the connectors and all the hooks, and it’ll start building your app and building test harnesses and testing it. And you can keep giving it feedback and debugging it by voice, saying, “This doesn’t work. That works. Change this. Change that,” and have it build you an entire working application without your having written a single line of code.
For a large group of people who either don’t code anymore or never did, this is mind-blowing.
This is taking them from idea space, and opinion space, and from taste directly into product. So that’s what I mean—product management has taken over coding. Vibe coding is the new product management.
Instead of trying to manage a product or a bunch of engineers by telling them what to do, you’re now telling a computer what to do. And the computer is tireless. The computer is egoless, and it’ll just keep working. It’ll take feedback without getting offended.
You can spin up multiple instances. It’ll work 24/7 and you can have it produce working output.
What does that mean? Just like now anybody can make a video or anyone can make a podcast, anyone can now make an application. So we should expect to see a tsunami of applications. Not that we don’t have one already in the App Store, but it doesn’t even begin to compare to what we’re going to see.
However, when you start drowning in these applications, does that necessarily mean that these are all going to get used or they’re competitive? No. I think it’s going to break into two kinds of things.
First, the best application for a given use case still tends to win the entire category. When you have such a multiplicity of content, whether in videos or audio or music or applications, there’s no demand for average.
Nobody wants the average thing. People want the best thing that does the job. So first of all, you just have more shots on goal. So there will be more of the best. There will be a lot more niches getting filled.
You might have wanted an application for a very specific thing, like tracking lunar phases in a certain context, or a certain kind of personality test, or a very specific kind of video game that made you nostalgic for something. Before, the market just wasn’t large enough to justify the cost of an engineer coding away for a year or two. But now the best vibe coding app might be enough to scratch that itch or fill that slot. So a lot more niches will get filled, and as that happens, the tide will rise.
The best applications—those engineers themselves are going to be much more leveraged. They’ll be able to add more features, fix more bugs, smooth out more of the edges. So the best applications will continue to get better. A lot more niches will get filled.
And even individual niches—such as you want an app that’s just for your own very specific health tracking needs, or for your own very specific architectural layout or design—that app that could have never existed will now exist.”
Wow. First customer today that came out of the blue without touching this project for a couple of months.
My first paid Subscription user for a self-made web product
I am one month into a 5am wake up setup and it’s rather fascinating how you start to look forward to the mornings as this is now where you have time for yourself but also your brain is super fresh to do things.
Late chill evenings are gone but then I got powerful mornings.
A controversial take - but I think the software world hasn’t priced in the fact that PMs are uniquely suited to thrive in this new world.
Especially one where the gap between idea and execution has shrunk SO much..
Good PMs are
> constantly thinking of new ideas
> spending time articulately building plans (exceptionally important for long horizon tasks)
> rapid context switching
> good sense of outcomes (vs feedback) and selling price of work
> talking to customers and able to convert into skills (yes Claude skills)
These folks were always hamstrung by the pace of development and now have been set free.
Even the “project management” skills that a lot of PMs end up learning at large companies will be helpful in managing a fleet of agents.
Now let’s be clear the PMs who are just doing coordination and none of the other things mentioned above were always destined to die a slow death in organizations.
But I won’t be surprised if a lot of the really good PMs end up starting companies while it’ll be interesting to see what the role eventually evolves to in ~five years within organizations.