amit paka 🎻

founder coo @fiddler_ai - agent evals and observability / recovering cpo / 🧘‍♂️

[amit paka 🎻 @amitpaka]

With long horizon tasks, agents will become the new “models” as models themselves commoditize.

https://t.co/tHYOjsCw6k

[amit paka 🎻 @amitpaka]

Early indicator of how AI can bring profound change. Everyone should get a little uncomfortable in pushing the boundaries.

[Midjourney @midjourney]

A technical dive inside our new "Midjourney Scanner"

[amit paka 🎻 @amitpaka]

This is what we learned when we built @fiddler_ai Centor models. For always on agentic monitoring, frontier models kill performance and budgets - task specific models are the only way.

“… a tuned open model can match frontier quality at a fraction of the cost.”

[Lin Qiao @lqiao]

https://t.co/rMVRgBvwEI

[amit paka 🎻 @amitpaka]

AI has finally breached national security intelligence thresholds - everything will be unprecedented from now on as new safety processes get built on the fly.

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[amit paka 🎻 @amitpaka]

Hats off to Anthropic. If you haven’t figured it out already - intelligence is accelerating at scale and will permeate to all software.

It’s time to build!

[Claude @claudeai]

Fable 5 is state-of-the-art on nearly all tested benchmarks, with exceptional performance in software engineering, knowledge work, scientific research, and vision.

The longer and more complex the task, the larger Fable 5’s lead over our other models.

[amit paka 🎻 @amitpaka]

This is already happening - for agent observability, we saw enterprises rebel against the sticker shock of evaluating behavior with another frontier LLM. We had to build 100x cheaper task specific evaluator models to solve that.

[Brian Armstrong @brian_armstrong]

Good take

My guess is
- demand for intelligence is near infinite
- but 80% of workloads will be running on 99% cheaper models within 12-18 months
- 20% of workloads will still run on latest gen models where IQ maxing is important (scientific breakthroughs, higher level ochestrator agents?)
- rough analogy might be what % of macbooks or gaming PCs sold have the maxed out specs for CPU/GPU, prices are falling much faster than Moore's law here though
- this leads me to think the limiting factor will be energy and compute, not better models

At Coinbase we're working hard on routing prompts to cheaper models where appropriate, and in some cases have been able to keep costs roughly flat, while token usage continues to grow exponentially.

[amit paka 🎻 @amitpaka]

Same with open source infra - Claude can build anything decent in minutes so the moat is taste (what to build) and community (distribution).

[Boring_Business @BoringBiz_]

This is the tough lesson that a lot of people are learning the hard way

AI might have made building apps a lot easier, but it also set the barrier to entry at zero

Because anyone can do it, there is no moat left

The only edge left in the future will be sales and marketing

[amit paka 🎻 @amitpaka]

$6000 a day on the right day
can be a downright steal!

[Sam Blond @samdblond]

The Monaco Plane: Economics and Impact.

If you've been in SF over the last 10 days, you've likely seen the Monaco Plane flying around. I'm receiving countless messages asking about how expensive it is and if it's working.

So here are those answers:

[amit paka 🎻 @amitpaka]

Blurry in pictures because I’m moving too fast to fix the operating model.

[Teddy Blank @teddypowday]

Your CEO should be strong.

Your CTO should be wise.

Your COO should be wicked, cunning, of mysterious origins, fluent in the dark arts, blurry in pictures,

[amit paka 🎻 @amitpaka]

Control plane for AI will be analogous to Observability for cloud software.

[Chamath Palihapitiya @chamath]

You will be hearing a lot more about governance and a “control plane” for AI over the next few quarters.

This is what 8090 built Software Factory for.

Find out more at https://t.co/UAxNYUWgf0

[amit paka 🎻 @amitpaka]

COO here. Founders, please don’t do this to your team.

[Sharran Srivatsaa @sharran]

How to make a key employee feel like an owner without giving them ownership:

Phantom equity.

You (and your partners) own 100% of the business. You create a separate document called a phantom stock program. It mirrors your equity but lives outside your operating structure.

It says: “If we ever sell this business, you get X%.”

No liability. No tax consequences. No changes to your LLC or corporate docs.

But if they leave, it goes away.

Now your A player is building the business like they own it. Because in the outcome that matters most, they do.

It's the cleanest way to recruit, retain, and align without giving up control.

[amit paka 🎻 @amitpaka]

One founder companies are so awesome to see.

AI tooling will enable a very long tail of entrepreneurs making teams smaller and smaller.

[Ben Cera @Bencera]

Polsia just raised $30M at a $250M valuation.

Approaching $10M annual run rate.

One Founder + AI. Zero employees.

Polsia runs companies autonomously.

It also ran its own fundraising.

I just showed up for signatures.

[amit paka 🎻 @amitpaka]

I love sharing stories behind all the beautiful early stage scars with other budding founders.

[Natalia Burina @Nale]

A lot of brilliant AI people back onto the market. If you've been sitting on an AI startup idea @amitpaka ☕️ (Founder/COO of @fiddler_ai , $100M raised) and I are running a 2-hour workshop on Maven.

🚀 𝗙𝗿𝗼𝗺 𝗔𝗜 𝗜𝗱𝗲𝗮 𝘁𝗼 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿-𝗥𝗲𝗮𝗱𝘆 𝗣𝗶𝘁𝗰𝗵
A 2-hour build workshop on Maven July 14, 10am-12pm PST

𝗬𝗼𝘂'𝗹𝗹 𝘄𝗮𝗹𝗸 𝗼𝘂𝘁 𝘄𝗶𝘁𝗵:
→ A sharpened pitch, pressure-tested live by a former VC and a founder who's raised $100M
→ A specific diagnosis of how to make your story land
→ The frameworks for the five artifacts VCs actually read, positioning thesis, long-form narrative, deck outline, one-page memo, target partner list
→ A 7-day punchlist exactly what to write, in what order, to be investor-ready
→ A take-home Claude skill to help you do the writing well, on your own time
→ Pattern-recognition from watching 14 other founders pitch and get critiqued

Between us: $100M raised at Fiddler, 200+ AI startups evaluated at Storm Ventures.

𝗘𝘃𝗲𝗿𝘆 𝗳𝗼𝘂𝗻𝗱𝗲𝗿 𝗽𝗶𝘁𝗰𝗵𝗲𝘀 𝘂𝘀 𝗹𝗶𝘃𝗲 𝗳𝗼𝗿 𝟲𝟬 𝘀𝗲𝗰𝗼𝗻𝗱𝘀 𝗮𝗻𝗱 𝗴𝗲𝘁𝘀 𝗿𝗲𝗰𝗼𝗿𝗱𝗲𝗱 𝗳𝗲𝗲𝗱𝗯𝗮𝗰𝗸. 𝗖𝗮𝗽𝗽𝗲𝗱 𝗮𝘁 𝟭𝟱 𝘀𝗼 𝘄𝗲 𝗰𝗮𝗻 𝗮𝗰𝗰𝗼𝗺𝗺𝗼𝗱𝗮𝘁𝗲 𝗲𝘃𝗲𝗿𝘆𝗼𝗻𝗲.

Here's why we created this workshop: I evaluated 200+ AI startups as a VC at Storm Ventures, and the recurring pattern was that smart founders with interesting ideas consistently showed up with pitches that were hard to follow. When the story doesn't hold together, it's hard to build conviction. As a potential champion when I can't quickly understand your company, than I can't advocate for you. And I get founders asking me for this advice all the time.

Link to enroll 👇
https://t.co/BSDzj1hu6O

[amit paka 🎻 @amitpaka]

Wander pretending to be holier than thou. I would sit this one out.

My family trip to a Wander Yosemite tranquil paradise turned out to be a construction zone. Wander support said “didn’t you read the fine print” - did nothing. They didn’t let me write a review - knew what was coming. Disingenuous.

[Sahil from Wander @SVMansuri]

Classic.

This is why the work we do matters at @wander.

Travel is deeply personal and important.

[amit paka 🎻 @amitpaka]

@rohindhar People will be more shocked if they heard % over list

[amit paka 🎻 @amitpaka]

Control Plane is not the harness but a layer to govern all harnesses.

[Krishna Gade @krishnagade]

https://t.co/WW2za07DwK

[Krishna Gade @krishnagade]

https://t.co/WW2za07DwK

[amit paka 🎻 @amitpaka]

Semil + @haystackvc = early-stage superpower. Huge impact on @fiddler_ai. Founders, go talk to them!

[Semil @semil]

[brief update]

we have a new set of funds for @haystackvc

announcing haystack 8 plus more, but it's really about my teammates @aashaysanghvi_ & @DivyaDhulipala

thank you to all of our frequent ecosystem co-conspirators, our LPs, our co-investors, our founders. i'm very grateful 🙏 and this is the most fun role in the world!

https://t.co/BwjSh5NXio