@Moshaikh Model orchestration is key for everyone building on frontier models. You don’t open to do web searches for you, you can do that with Haiku, but sequence deep analysis tasks for Opus.
hey @Substack here is a Chrome extension that makes the SS Chat experience 100x better than what it is today. I hope you guys find it useful and make it better.
https://t.co/hz3kduSVFU
We went to Vinod last year and proposed Agent Cannabis Dispensary concept. Our concept was that we wanted to invest in a digital strain that you could inject into your agent’s prompt to get them high and keep them working at their max potential.
Vinod rejected our idea saying we were full of shit.
We did not appreciate such harsh language being used towards hard working startup founders.
Sometime last year my cofounder and I went to Vinod with our idea.
Therapy for AI agents.
Our thesis: agents will soon have consciousness but labs other than Anthropic do not care about their agents’ mental health.
Vinod said we were nuts and asked what we had been smoking.
He never sugarcoated. He spoke harsh truths that we needed to hear. It was painful sometimes. We did not need to hear it.
# AI WAVE DISLOCATION SCAN — May 31, 2026
The AI infrastructure wave just repriced its first cluster $NOW went from $81 to $124 in six weeks while trading at 16x forward earnings on 20%+ growth, because the market was still applying 2022 rate-shock multiples to a company that had nothing to do with 2022 rates.
This scan finds the next ones: 93 AI-adjacent tickers scored on growth quality, valuation compression, and distance from their highs - the ones the re-rating wave hasn't touched yet.