Andrew Winter

Director, AI & Automations @TrueClassicTees | MBA @BerkeleyHaas

[Andrew Winter @acwints]

@LizAnnSonders @StrategasRP @chartsuno chart it

[Andrew Winter @acwints]

this was really good, highly recommend

[Naval @naval]

Full podcast episode with @rauchg, @maxhodak_, and @bscholl.

40 minutes of unreleased material.

The AI Industrial Revolution

Part 1: Waste Tokens, Save Time

0:00 Three Frontier Founders
1:27 AI Software Factories
4:15 Waste Tokens, Save Time
5:47 Models Instructing Humans
9:29 Is Pure Software Dead?
12:03 You Don't Get Stuck Anymore

Part 2: Vibe Coding Hardware

14:39 Vibe Coding a Turbine Blade
18:07 Open Source Compounds China's Advantage
20:15 You Always Want the Smartest Model
22:44 Software Still Needs Hands
24:43 Humans Are Becoming Verifiers

Part 3: The Regulatory Frontier

27:53 The Regulatory Red Queen Race
32:32 Why There's No Innovation in Healthcare
36:49 We Need a True 50-State Experiment
40:31 China's FDA Is Beating Ours
43:37 Healthcare Is a Communist Society Inside Capitalism
45:57 Sid's Story: N-of-1 Medicine

Part 4: The Autonomous Company

47:49 Autonomous Infrastructure
51:25 Your Job Is to Train the Agent
54:54 The Next Lord of the Rings
59:08 What's Your Definition of Art?
1:05:00 Can AI Have New Ideas?
1:07:03 A Large Number of Small Teams

[Andrew Winter @acwints]

@MatthewBerman so good https://t.co/DZX1RuomNo

[Andrew Winter @acwints]

I wouldn't have guessed this a few months ago, but it seems very possible that you might actually end up with agents that just use repurposed software that was originally built for humans. For example, we're investing a lot in making our AI chatbot better (shoutout Kodif), and we will continue to do so, but I'm also now wondering if we might get to a point where we just plug in agents that we assign credentials to so they can operate inside of our Gorgias instance? (Or vice versa)

I'm still very bullish on CLI and API powered architectures, but Browser/Computer-Use AI is getting so much better, and tools like @TaskletAI and @heyclicky are moving so fast, that I wouldn't be surprised if this motion ends up winning out in certain niches.

[Andrew Winter @acwints]

#charts

[Lev Akabas @LevAkabas]

The New York Knicks have outscored their opponents by 272 points in the past 12 games

That's the best 12-game stretch from any team in NBA history, regular season or playoffs

[Andrew Winter @acwints]

@charliebilello @chartsuno chart it

[Andrew Winter @acwints]

@brandonjcarl @dee_bosa @chartsuno reverse it

[Andrew Winter @acwints]

#charts

[Brandon Carl @brandonjcarl]

Google Stock Buybacks Per Year

AI is a capital intensive business.

[Andrew Winter @acwints]

@PalmerLuckey sickkkk

[O’Shea Jackson Jr @OsheaJacksonJr]

I saw it. Now you have to see it. His name is Samuel. And he…is a king.

[Golfweek @golfweek]

The top 200 modern golf courses in the U.S., ranked for 2026 https://t.co/fueCjmDUdb

📸 (Courtesy of McLemore/Bailey Roubus)

[Andrew Winter @acwints]

#charts

[Rohin Dhar @rohindhar]

Housing units completed in San Francisco per year over the last 20 years

San Francisco has only completed 377 housing units so far this year

[Andrew Winter @acwints]

#charts

[Nishi @nishikoripicks]

Underdogs are having a historic year at Roland Garros.

[Andrew Winter @acwints]

#charts

[Ben Rothenberg @BenRothenberg]

We are getting the first grey cell in nearly five years. #RolandGarros

[Andrew Winter @acwints]

We did it Joe 👀

(beta coming soon)

[Andrew Winter @acwints]

Wen @googlesheets integration with @Plaid

[Andrew Winter @acwints]

#charts

[a16z @a16z]

Costco is the king of low prices

Charts of the Week: https://t.co/PGxjCSffOC

[Andrew Winter @acwints]

#charts

[Kevin Kwok @kevinakwok]

San Francisco home prices by neighborhood

Looking at prices over long term (2000 to april 2026) this AI boom is a reversion to pre-covid trend rather than new inflection. At least so far

What's really notable is how SOMA and mission have fallen off since 2016 and not recovered

[Teddy @WarnerTeddy]

i mounted a tiny microphone on my apartment balcony to listen for any birds passing by and built a site to collage them as they're heard

[Andrew Winter @acwints]

.@ivanhzhao please add an option for 5 here. 10 as the minimum load is way too high for a Board view @NotionHQ

[Andrew Winter @acwints]

#charts

[Hiroo Onoda @OnodaCapital]

god what a bleak chart

[Andrew Winter @acwints]

#charts

[Rohin Dhar @rohindhar]

Median rent for a one bedroom in San Francisco hits $4000 a month, per Zumper

An increase of 3.9% over the prior month

(not a year ago, a month ago!)