Colin Campbell

These are the good ol days

[Corinne Marie Riley @CorinneMRiley]

New @GreylockVC Change Agents is out today featuring @tuhinone from @baseten

We discussed all things inference:

- Moving from rented to owned intelligence
- How the most advanced AI companies are post-training OSS models to give them more control over performance, runtime requirements, and cost
- With agents, inference is evolving to a set of tools for continuous learning vs just "run this model"
- Capacity constraints are worse than you think, and nobody is willing to take a hit on capability

Full episode below

[Ryan Petersen @typesfast]

I will believe AI is driving productivity gains in the old economy when a front desk person checks me into a hotel with less than fifteen hundred keystrokes and mouse clicks.

[Colin Campbell @ccamp___]

@atelicinvest lower tco.....

[Hiroo Onoda @OnodaCapital]

This is like when Red Lobster launched Endless Shrimp

[staysaasy @staysaasy]

When my wife was in business school, people would occasionally refer to someone else as "first-time cool" – meaning that they had been marginalized socially before (at prior jobs, college, HS, wherever), and were reinventing themselves in a new social arena. Often by trying a little too hard and aggressively leaning into prevailing social indicators in an off-putting way. For example – talking too much about extravagant trips, how drunk you got last night, or whatever bschool networking thing was most in vogue.

The result was that you had some people who were a little bit cringey and were also subtly trying to send various kinds of social status signaling into overdrive. It basically created an overclocked version of high school preening. It was viewed as pretty weak, especially for people in their late-20s / early 30s who were generally real adults.

(Also to be fair, calling someone first-time cool was obviously not very kind)

I think that SF tech has 2 things that create the dynamic in @deedydas's (very good, true, and sad) post:
* Status in the AI boom is essentially 100% indexed to $$$$
* There's a ton of people in SF tech who are first-time cool, and they're taking this extremely reductionist view of status and turning the intensity up to 11

For a super crude comparison – in NYC (the #2 tech hub), you don't get nearly as much of this feeling because there are other industries in town and other ways to have status than your tech compensation. Like making $5M/year at a frontier lab is certainly cool, but so is making $3M/year in finance. And it's also cool to be great at playing the piano or to have a great butt or to be athletic and 6'4".

I see this lightly breaking my friends' brains. We used to talk a lot about going back to the bay but at least as of right now I wouldn't be comfortable raising my kids in that environment.

[Apoorva Govind @Appyg99]

@poet_of_kria If you want a bowl/salad type lunch Cafe Reveille is so much better. Solid salad options with real protein options for vegetarians (unlike Souvla’s sweet potato which is just more crabs). Shame they’re not open late at night. If they stayed open until 10pm, I’d eat there everyday

[Colin Campbell @ccamp___]

@lefttailguy @MetacriticCap $1k/month for sure esp. if people just have corporate access to latest high parameter count models

[Albert Wang @WangAlb03]

Only took us a week to go from top 100 to top 80. When it starts going…it really starts going. 🚀

And yes, few things make me relish more than taking down fkin Bilt.

[Colin Campbell @ccamp___]

@CorinneMRiley cool

[Colin Campbell @ccamp___]

@Kaizen_Investor DM'd

[Colin Campbell @ccamp___]

@atelicinvest snipe

[Albert Wang @WangAlb03]

👀
Sorry @ramp

[Colin Campbell @ccamp___]

This is going to be such a good Aaron Sorkin movie

[X Freeze @XFreeze]

Interesting how it works

Elon puts up his own money, rounds up the absolute best AI talent on the planet, leverages every connection he has to secure serious resources, and launches OpenAI in 2015 as a pure non-profit explicitly created to develop AI for the benefit of humanity, with zero profit motive and open research

Then the “team” decides they want the bag
They push Elon out, take control, and quietly flip the entire thing into a for-profit machine

All while preaching the same sanctimonious lines on repeat: “We’re still mission-driven!” “AI for the good of humanity!” “We’d never abandon our principles!”

The ultimate betrayal:
Elon got zero equity. Not a single share. He funded it. He built the foundation. He got nothing while they turned his non-profit into their personal cash cow

This is the level of betrayal and hypocrisy we’re dealing with

And for the record.... this lawsuit doesn’t put a single penny in Elon’s pocket. Any win goes straight back to the non-profit to restore the exact mission he founded

[Anthropic @AnthropicAI]

New Anthropic research: Project Deal.

We created a marketplace for employees in our San Francisco office, with one big twist. We tasked Claude with buying, selling and negotiating on our colleagues’ behalf.

[Colin Campbell @ccamp___]

Truman Show x YC crossover was not on my bingo card for 2026

[Edge City @JoinEdgeCity]

How many of the best things in your life came from being in the right place at the right time?

This summer, we're creating that right place.

500+ frontier builders and thinkers for one month in Northern California.

Join us at Edge Esmeralda 2026.

[Sick @sickdotdev]

when Claude already wrote like 3k lines of code and I notice an error on my prompt

[Fin Moorhouse @finmoorhouse]

The hyperscalers have already outspent the most famous US megaprojects

[Colin Campbell @ccamp___]

@ContrarianCurse yes but who gets the margin

[Colin Campbell @ccamp___]

@BucknSF @MRatable @BucknSF bump on why or feel free to DM

[hope hopes hoping @hopes_revenge]

had a dream i raised $73M from Sequoia to replant northern California’s costal redwoods.