Vijay

[John Collison @collision]

As you become an adult, you realize that things around you weren't just always there; people made them happen. But only recently have I started to internalize how much tenacity *everything* requires. That hotel, that park, that railway. The world is a museum of passion projects.

[Chris Bakke @ChrisJBakke]

Running a company:

2020: can you survive a pandemic?

2021: still here? we’re going to give all of your competitors $100m series A rounds.

2022: wow, you made it? okay, all engineers cost $600,000/year now.

2023: nice job! okay, SVB failed and we’re going to take away your bank account.

2024: a survivor I see. but can you pivot from ai to crypto to defense tech back to ai-enabled defense tech in a 12 month period to stay relevant?

2025: unfortunately all of your competitors have raised $2b series B rounds. oh and only 500 engineers are relevant and they cost $100m/yr each.

2026: well, well, well. you’re still in business? let’s deploy the thunderclap of godlike LLMs from the heavens so all of your customers can rebuild your app in 2 hours. can you survive?

[Vijay @Veejay_ram]

@jonathanmendez Preach!

[Vijay @Veejay_ram]

@anothercohen She works from a coworking space that I rent. Run into her all the time!

[Nikola @nikolacupic]

Alex Honnold: "Nobody achieves anything great because they're happy and cozy. It's about being a warrior. It doesn't matter what the cause is. This is your path, and you'll pursue it with excellence. You face your fear because your goal demands it."

[Vijay @Veejay_ram]

@JudSpencer It’s likely Mobkoi. They work with the most luxury brands in this category and this is their signature format.

[Elon Musk @elonmusk]

Thanks Michael ❤️

[Vijay @Veejay_ram]

@JohnathanBarnes Xaxis?

[Vijay @Veejay_ram]

@HatesAdtech What’s the incentive for the exchanges to change their bidding model?

[Carl Hendy @carlhendy]

If you’re in media, this is worth a watch.

Cloudflare handles ≈20% of global traffic, so when CEO Matthew Prince warns at Cannes that AI bots are reshaping the web, publishers need to adapt or risk being left behind.

[Vijay @Veejay_ram]

@512x512 Thank you!

[Aaron Levie @levie]

AI Agents are such a natural fit for enterprise software because the Agents essentially become superusers of the system. This will cause an evolution in the SaaS business model when you have agents doing the actions of 100s of users, but it’s all upside for the TAM.

[tobi lutke @tobi]

Pretty sure I’m typing more into AI models windows than into email or company slack these days. Work has shifted dramatically already

[Nikita Bier @nikitabier]

Game over. Grok won.

If you’re an investor in OpenAI, you can report the tax loss to your accountant this year.

[Vijay @Veejay_ram]

Grok 3 app is 🔥

[DHH @dhh]

Grok-3 is crazy fast compared to GPT-4o!!

[Alex Hormozi @AlexHormozi]

Really exceptional. @JeffBezos

[Hiten Shah @hnshah]

the 🐐 @JeffBezos always with the wisest of words

[Avichal Garg - Electric ϟ Capital @avichal]

1/ This screenshot is floating around and I know the back story.

How did a Groupon PM go on to build a supersonic airplane company?

Here is the little-known and tremendously inspiring story of how @bscholl started @boomsupersonic (and my very small part in it)

👇

[Nassim Nicholas Taleb @nntaleb]

More on H1-B:
I've addressed this 18 y ago in The Black Swan: America's edge is in risk taking, not education. Any idiot can have education; you need to learn to fail.
The American system has been based on trial and error. Which is why foreigners succeed here not at home.