Runik Mehrotra

Co-founder and head of @viseinc

[Brent Sullivan @TaxAlphaInsider]

.@viseinc .@RunikM what is the future of taxable wealth... and AI and why are AI models so much better over the last 6 months.

[Henrique Dubugras @hdubugras]

“Hire me! I'm a great senior engineer (code monkey)” Hard pass.

Finance bro relying on his “quant guy”? Harder pass.

LLMs will out-do the best engineers and quants. That is the bare minimum.

I want people obsessed with the problem, not the code.

If you’re obsessed with credit, derivatives, real estate, or portfolio optimization, this tweet is for you.

We’re building the most AI-native investment team on Earth. Not a fund though.

I’m not sharing the who or what yet, but here's what I can say: you’ll be investing billions of dollars in your twenties, including all my proceeds from the Capital One acquisition.

A few warnings:
- 996 is easy. Here it’s closer to 8am-10pm-7 days a week. Don’t worry, I’ll be in the office before you arrive and after you leave.

-We pay really well, but we expect even more. You’ll feel overpaid compared to your friends and underpaid compared to how much we expect. And let’s be honest: nobody gets rich out of bonuses. Real generational wealth is built through tax-deferred equity.

- We expect first-principles thinking for everything. And I mean everything. If someone asks you why you’re doing something in this way, “because this is how we did it at my last firm” is not an acceptable answer.

- We expect you to be full-stack. From vision, to building to execution. There is no “support”. If you can't use claude code to support yourself, then wtf are you even doing?

- You’ll be expected to master complex concepts in a matter of days.

- We will pair you with industry veterans so you can leverage their experience. Don’t fuck it up.

Roles we’re hiring for:

- Credit/Fixed income lead - do you think that emerging-market banks bonds provide a great risk reward, but most American investors are scared of it? Talk to us.

- Real estate lead - are you up-to-date on all the new maps for OZs and have no patience for trophy assets that don’t have great after-tax yield? Talk to us.

- Derivatives lead - You're able to represent any view by stacking the right structured payoffs? Talk to us.

- Equities lead - You like stock picking? Save your energy. You deeply understand how risk models work from first principles, how optimizers are god’s gift to humanity and how every stock pick is never good or bad, it's just part of a portfolio? Talk to us.

- Quant infrastructure lead - You’re obsessed with finding specific signals to generate alpha? Save your energy, Citadel is a better spot. You’re into building infrastructure to test new strategies, manage risk and optimize portfolios? Talk to us.

If you think you’re a good fit, email me at [email protected] answering the following question: What about the investment process in the asset class you have the most experience with will most materially change with AI and why?

Happy memorial weekend :)

[Runik Mehrotra @RunikM]

@joshpuckett I think the people who think designers won’t need to exist are the same ones who never really had an appreciation for them in the first place :)

[Runik Mehrotra @RunikM]

This is obviously not true. Anyone who’s actually running a high velocity engineering team will tell you that design is not just placing components from a design system on a screen…

The best designers think deeply about the user experience and lay out the user journey. It’s what separates okay vibe coded slop from thoughtful well designed software.

If you’re an incredible designer check out https://t.co/YSqzUjCZUj

[Gokul Rajaram @gokulr]

DESIGN: THE FIRST AI CASUALTY

I'm increasingly sure that 2026 signals the end of product design as a full-fledged stand-alone function within companies. If so, it will be the first role / function to be eliminated by AI on a go-forward basis.

Instead of hiring FT designers, startups are hiring / will hire design consultants to create a design system that the founder likes (this takes a few weeks max). Once the design system is finalized, PM/Eng feed it into their AI tool of choice to generate prototypes. The design system is refreshed annually by the same consultant.

Larger companies will likely not backfill design roles and will do some targeted attrition to reduce the design department to 20% the size it is today.

If you're a designer, I think you have two choices:
1. Become an entrepreneur: Start a design agency and become the go-to resource for design systems for startups and even larger companies. This can be a good recurring revenue business.
2. Become a builder: Add PM/Eng responsibilities to become a product builder.

Would suggest you embrace this proactively vs waiting for the other shoe to drop.

I'm really sorry about this - some of my best friends and the people I admire most and have learnt the most from are designers - but it seems inevitable.

[Runik Mehrotra @RunikM]

@samir_vasavada was very early to this trend

[delian @zebulgar]

You know what's not cool anymore?

Dropping out of MIT/Stanford/Harvard

You know what is cool?

Dropping out of High School

[Runik Mehrotra @RunikM]

Given the Claude Code limits right now there’s real alpha in sleeping through the day and working through the night

The graveyard Claude code shift

[Jonah Lowenstein @jonahsaullow]

The 2nd Renaissance needs an OS.

[Vise @viseinc]

$80B in platform assets. 135K+ client accounts.

Two months ago, we shared where we ended 2025. This is where we are now.

The advisors building on Vise aren't slowing down. Neither are we.

[Maggie Tang @MaggieTang47]

An invention called the cookie made it possible for websites to keep context and became the foundation for a $600B advertising economy.

At Magic, we’re building the cookie for the real world with context graphs to give physical businesses the same kind of memory.

[Runik Mehrotra @RunikM]

Titles create distance between problems and the people who can solve them.

Distance creates drag.
Drag kills velocity.

That’s why we’re eliminating titles at Vise.

Learn why: https://t.co/acpz0oL9YA

[Runik Mehrotra @RunikM]

Product managers will need to become general managers to survive.

Let me tell you what I mean.

Today products are built by a product manager, an engineer, and a designer. They all work together to build a product for customers.

But what happens when AI takes over? The engineer can mostly figure out the specs themselves. The designer can prototype the first version of the product.

So what do product managers do?

In this new world, they have to be business managers (GMs). The product role will expand massively post AI, they will need to own the business strategy, pricing, GTM, positioning, and product strategy to stay relevant.

Otherwise AI will automate them out of a job.

[Henrique Dubugras @hdubugras]

After Brex I had decided I didn’t want to start another company. But I found my calling. I’m starting another fintech company that can change the world. I wasn’t looking to startup another startup but this one was impossible not to. The opportunity is too big. But the problem is very technically, operationally, regulatory and financially complex. So I’m looking for a founding CTO that is interested in coming in this adventure with me. It’ll be hard, it’ll take long, but it’ll be worth it.

Signs you’re a good fit:
- You're a technical dictator, not a facilitator. Consensus is cosplay for avoiding accountability.

- You've built systems where bugs mean lawsuits, not rollbacks

- You believe big engineering teams are a symptom of bad architecture and weak leadership

- You're obsessed with ontologies and data models. You know most systems are rotten at the core because engineers treat modeling as boring.

- You optimize your own taxes, loans, and entities like it's a competitive sport. You think most people leave money on the table because they're lazy.

- You've optimized your LLM setup obsessively. Engineers who use ChatGPT with default settings are bringing a mass knife to a gunfight.

- You think "speed vs. quality" is a cope for teams that are bad at both.

- Makes fun of 9-to-5 engineers that rest-and-vest

- You have an extremely high bar for talent and still aim to be the best engineer on your team. Not secretly. Openly.

- You believe the PM role exists because most engineers are lazy about understanding the problem. The best engineers make PMs redundant.

The role is in person. In the Bay Area. All-day every day. If you’re interested, send me an email at: [email protected] (we don’t have a name yet!)

[Runik Mehrotra @RunikM]

@anradu @khoslaventures @vkhosla @rabois @SamirKaul1 @SStrohband Congrats Adrian!

[Runik Mehrotra @RunikM]

@AlexPallNY is by far one of our favorite investors at Vise. Something that most people don’t know about Alex is that he is literally in 100+ cities a year and always traveling but is the fastest person I know to respond to texts. Even on stage sometimes he’ll respond to your texts.

[Jack Altman @jaltma]

This was one of the most fun episodes for me with @AlexPallNY from The Chainsmokers and Mantis.

I love music so it was very fun for me to get to hear the stories behind the creation of songs like Something Just Like This, Closer, and Don't Let me Down.

We also talked about creation of art in general, the role of albums in music, sources of inspiration, and how AI will impact music.

Alex is also a great startup investor, and one of few people operating at a high level in two distinct industries at once.

[Runik Mehrotra @RunikM]

@appliedcompute Congrats !!!

[Runik Mehrotra @RunikM]

Congratulations @MaggieTang47 and @juliechentweets!

[Julie Chen @juliechentweets]

After a year of quietly powering some of the best restaurants, we’re finally introducing Magic — the personalization engine for real world experiences.

Our first product, Loyalist, is live in hundreds of restaurants in 40+ cities like CARBONE, Momofuku, Le Bernardin, and COTE.

[Phillip Wang @flippnflops]

I’m excited today to share Grapevine, a system that makes it really easy for AI agents to search company knowledge across, Slack, Notion, codebase, and more. The first app we’re launching with it is a company GPT that works remarkably well, better than any alternative today.

[Runik Mehrotra @RunikM]

MCPs won’t exist in 3 years. Not a single company I’ve know uses them in production at scale.

[Samir Vasavada @samir_vasavada]

This RIA is a complete moron if this was with client dollars

RIAs should not be investing in penny stocks nor should they be stock picking. These firms will be subject to compliance concerns when they enviably lose client dollars. The right way to go is tax managed direct indexing, anything else and you’re likely to go extinct.