Was testing out Catalog CLI in dev mode in ChatGTP.
End of flight using Starlink, job wasn’t done yet.
Had to close the computer.
Got a notice on my phone that it was complete.
Wizardry
If you ever get tired of managing your Codex threads, just let Codex manage itself! Codex can now create threads, search them, organize them, pin the important ones, and spin up worktrees for parallel tasks.
🚨BREAKING: Nvidia will pay you $1,000 a month to host a mini AI data center at your house.
It looks like a regular AC unit sitting in your yard. Nobody walking past would know what is inside.
Inside sits 16 Nvidia Blackwell GPUs and Dell servers running at full capacity.
A startup called Span builds and installs them. They are backed by Nvidia directly. The whole unit bolts onto your home and you get paid for the power and Wi-Fi you supply.
Some estimates put the monthly payout around $1,000. That is rent money just for hosting a box you never touch.
Span says the units deploy significantly faster and cheaper than traditional data centers. That is exactly why Nvidia is backing the suburban rollout instead of waiting for more commercial land.
The AI boom needed more compute. It found it in the suburbs.
The grid is being rebuilt one backyard at a time. Save this.
Just had a quick conversation with my wife.
Wife: chatgtp is kinda dumb
Me: yeah it can be, start a new conversation as it can get bogged down
Wife: kinda like people, you give them too much and they just shut off
Me: yeah… wow exactly. But if you give them something to read before, or give them a quick bullet points the conversation is better
Wife: yeah
Did we just go full circle?
I just got back from SF and I FEEL INSPIRED.
I spent 5 days with frontier AI model teams, AI startup founders, and 3 billionaires.
My takeaways:
1. I had lunch with 3 billionaires. All of them are buying SaaS companies and rebuilding them agent-first. They were deeply inspired by Bending Spoons and Ryan Cohen's eBay deal. Buy the company, cut the headcount, rebuild the tech, add agents, add features, make more valuable experience, raise prices.
2. The frontier model companies are hungry for usage data from the field. They can see API calls and token counts. They can't see the actual workflows. If you're deep in a niche using these models in ways the model companies haven't seen, that understanding is incredibly valuable. Usage intelligence is the new alpha.
3. Consumer AI is massively underbuilt. Every billboard in SF is either B2B inference infrastructure or vertical agent companies. The entire city is optimized for enterprise. Meanwhile you have companies like Cal AI doing $50M ARR in 18 months as a consumer app. I met with a cool few teams doing consumer AI (@paulscherer / @ekuyda)
4. MCP came up in literally every conversation. The companies exposing their product as MCP endpoints are getting pulled into deals they never pitched for. The ones that aren't are becoming invisible to agents. This is the new SEO. If agents can't find you, you don't exist. Building products for agents is the new zeitgeist in general.
5. Not uncommon for hot seed rounds to be $25-50 million valuations. I saw a Series A at $450 million
6. If I had a dollar every time someone mentioned "forward-deployed engineer" this trip I could have funded a seed round. It's the hottest role in SF right now. The person who sits between the agent and the customer, making sure everything actually works.
7. The mood around open source shifted. A year ago it felt like open source was chasing the frontier models. Now founders are telling me Gemma and DeepSeek are good enough for 80% of what they need at a fraction of the cost. The "which model do you use" conversation is being replaced by "which model for which task." Model loyalty kinda feels dead.
8. Voice agents came up more than I expected. Multiple founders told me voice is the interface for the next billion users. The billion people who will never type a prompt will absolutely talk to one.
9. The Obsidian community in SF is weirdly intense. Multiple founders showed me their vaults unprompted. Like showing someone your home gym. It's a flex now. The quality of your knowledge base (second brain?) is becoming a status symbol among builders.
10. Maybe it was just the people I met but the age of the founders is shifting. I met more founders over 40 this trip than any trip before and more founders under age 21 than ever before. Founders getting older and younger at the same time.
11. I spoke to a lot of fast-growing startups, VCs and frontier models who are hiring content creators right now.
12. The restaurant scene in SF is actually better than it's been in years. Founders are going out more. Alcohol is out, not surprisingly.
13. SF doesn't feel like the only place anymore. We all have access to the same frontier models. We all read the same X feed. A founder in NYC or Lagos is calling the same APIs as a founder in SoMa. So in the past it felt like SF was always lightyears ahead, doesn't feel that way anymore. It's okay not to live in SF and have BIG DREAMS.
14. The coworking spaces in SF are half empty but the coffee shops are packed. People want to be around people. I had a few startup ideas here....
15. Walking around the Mission I noticed something: the street-level businesses, the taquerias, the barbershops, the laundromats, none of them use any AI at all.
16. I heard the phrase "agent debt" for the first time. Like technical debt but for agents. When you hack together an agent workflow fast and never clean it up, the system prompts conflict, the memory gets polluted, the tools overlap. 6 months later the agent is doing weird things and nobody knows why lol.
17. Met a few people who carry two phones now. One for personal. One that's basically an agent terminal running Telegram or iMessage connections to their agent fleet.
It's always amazing to get that dose of inspiration in SF. I FEEL INSPIRED.
But I'm so happy to be back home, locked in and building.
We're 12-18 months into a shift that will take 15 years to play out. The urgency in every conversation was real.
What an incredible time to be building.
Helm skills pack, and growing. Helm is very similar to @garrytan Gstack but for Amazon brands and agencies.
Going to open source a few of these soon, helm is not just skills, it’s an entire harness for your Amazon business agents.
mostly right, with one correction, the harness and the model multiply each other rather than rank against each other
a brilliant harness on a weak model hits a hard ceiling fast, you can't engineer your way around bad reasoning
and the best model in the world with no tools, memory, or context just sits there, exactly as the post says
the real equation is multiplicative, a great harness on a great model is the only thing that actually works, and a zero on either side zeros the whole thing
"the harness matters more" is the right correction to last year's model obsession, just don't overcorrect into ignoring the engine that makes the car worth driving
The harness matters more than the model.
Models have gotten really good. Great reasoning, large context windows, better instruction following.
But, what makes *use* of those capabilities is actually the harness. It's what provides tools, memory, skills and context to the model.
ChatGPT is a harness. Claude Cowork is a harness.
Without the harness, the model is just an engine with no car. You don't get anywhere.
Helm skills pack, and growing. Helm is very similar to @garrytan Gstack but for Amazon brands and agencies.
Going to open source a few of these soon, helm is not just skills, it’s an entire harness for your Amazon business agents.