30 years of experience in various product development roles in leading Silicon Valley enterprise technology companies. Cofounder of Collaxa, acquired by Oracle.
@Cernovich Actually, Israel brought millions of highly educated people from former Soviet Union countries, and they contributed significantly to Israel's technology miracle.
@brockpierson Yes. Netscape is still an underappreciated company. The entire internet stack we use today owes to it. Unfortunately, also JavaScript ๐
We will see where the market will head after those IPOs. While Google or Facebook built solid, well-integrated, and controlled highly profitable pipelines and increased shareholder value, most of the crypto value simply evaporated. For AI companies, revenue will be there, but what about the margins? They will have to share it with other layers: hyperscalers, hardware, energy. Also, while Google and Facebook founders maintained control over those companies and made difficult decisions faster, both OpenAI and Anthropic have a much more diverse shareholder structure with many often competing interests.
This is nothing new under the sun. When I was working at Netscape almost three decades ago, we did a lot of work on corporate sites, banks, insurers, and telcos to bring them to the internet. You have to deeply understand their infrastructure and business processes to make any groundbreaking technology useful in real-world scenarios.
I've been in Silicon Valley for some time, so it's nothing new. With dot-coms, Google, or Facebook IPOs, there was always a feeling of missed opportunity. But this paranoia is also driving innovation here. As the godfather of Silicon Valley, Andy Grove, said, โOnly the paranoid survive.โ
It was beneficial for all parties. I would say net profit for old members was actually higher. German, French, and Italian companies were able to acquire assets for peanuts. And letโs not pretend that all citizens of old members did not benefit. Increased profits from corporates transferred to social benefits. Without being able to lower costs of production, west European corporations would not have been able to compete a long time ago. Well, today when the cost of production in eastern EU members is starting to match, European companies are starting to lose competitiveness. Not counting catastrophic energy policies and extreme overregulation.
@anshublog Maybe we can return blockchain to its original purpose: a tamper-proof persistence layer for sharing data and context between agents. It can also serve really well in cross-organizational agent communication, which is the biggest weakness of existing agent platforms.
Yes, we agree. However, the number of lines of code generated should not be considered an important metric of quality for AI coding agents. Similarly, a junior developer who writes thousands of lines of code is not more valuable than a senior one who can fix 10 important lines and more importantly design a high-quality product.
Scalability is the new MVPโactually, it always was. But today it is even more important, as the time from idea to mass deployment has shortened from months to days. Projects must also be able to scale vertically, enabling customization. That is really hard without a well-designed modular architecture, not to mention code maintenance. I was never a big fan of MCP, as it usually didnโt solve the hard problems first. But it was able to secure financing.
@RiturajBiswas@garrytan Well, you probably donโt need to write 100,000 lines of code per day for an MVP. I donโt think Garry is interested in companies that donโt scale to millions of users. ๐