roy

#1 Collector of Juan Tomas Bowman 1st Auto in the world

[Cloudflare @Cloudflare]

We're opening the waitlist for our Monetization Gateway, which will allow you to charge for any web page, dataset, API, or MCP tool behind Cloudflare. The charges will settle in stablecoins over the x402 open protocol. https://t.co/pvICtEIixj

[roy @honging]

had a dream last night to bring back tabulas. was enough to get me to unbox my MBP i bought back in february and get laravel/herd installed. WOW - developer tools are so much better now

[Ryan Carson @ryancarson]

Every time you think you need a dashboard to look at data, stop yourself.

Do this instead:

1. Ask your agent to make sure that you have all the data to analyze something actually stored in the database.

2. Ask your agent to write a skill to gather that data.

3. Ask your agent to do the analysis and create a temp and throw-away HTML dashboard to answer the question(s) that you have

In my experience, every dashboard that I've created gets less and less use over time and decays.

It's much better to make sure your agent can get the data you need and answer the questions you have, on-demand.

[Steven Sinofsky @stevesi]

There is a great deal of truth to this.

The (rude) way we used to say it was "we come to work every day to ship code and the rest of the company comes to work to prevent that from happening."

[Brett L. Tolman @tolmanbrett]

Worth the read.

[Paul Itoi @paulitoi]

Block is creating systems like Builderbot and Goose while also reshaping people's roles to operating as an intelligence.

Ramp is moving their Inspect intelligence backbone out to the existing organization.

Some startups are building their team from the ground up with these systems at the center.

If you run a product or company, this movement is all that matters right now. It determines where the enterprise tokens flow, so foundation models are downstream. If a competitor has this capability early and is accelerating, your company is on the wrong leg of the K.

[roy @honging]

@daniel_koss hey daniel - love the feed and can’t believe i just found it recently (been holding NBIS since the $20s).

what’s your take on using human evaluations at scale to validate applied ai’s impact on the end users in this thesis?

[roy @honging]

this feels eerily like when google tried to get into social with g+

[staysaasy @staysaasy]

I’ve been very pro meta for a long time. I thought Zuck was unstoppable.

I recently uninstalled Facebook and Instagram and have no desire to go back. Nobody in my network is pulling me back to that.

The reactivation messages on SMS and email were frequent and unbearable.

The hollowing out of the Eng org (one of the massive points of envy form outside meta) seems disastrous.

I sold all of my Meta stock.

I might be super wrong. I told my Tesla after Elon smoked a joint on Rogan and totally failed that call.

Meta I’ve been holding and using for longer. Feels like something changed.

[roy @honging]

playing with vercel v0 to build a proof of concept app off a spec i wrote this week for a greenfield product. pretty impressive, but it's just reinforcing the ability to think (and write!) cleanly about product boundaries is the super power.

[NOBUNAGA🇯🇵🏯_夏樹蒼依 @japan_nobunaga]

USA. A Mexican restaurant. We had not yet ordered anything, and the food was already arriving.

Chips. Salsa. Unrequested. Free.

I stopped the waiter. "We have not earned these."

"They just come with the table, man."

They come with the TABLE. In my land, hospitality is a debt. Every gift creates an obligation, weighed carefully, returned in the proper season with interest of feeling. Here, the gift arrives before you have even proven you can pay for dinner.

This is not an appetizer. This is a declaration: we trust you. Eat.

I ate with the gravity the moment deserved. And then — I must report this calmly — the basket emptied, and a new one appeared.

"Did we…?"

"Refill," the waiter said. "It's bottomless."

Bottomless. They have wells of salsa. The supply lines of this nation are beyond anything my ancestors imagined.

My friend warned me. "Don't fill up on chips, dude."

Too late. I had accepted three baskets. Honor demanded each one be finished — an unfinished gift is an insult. By the time my actual food arrived, I was a ruined man.

I was not hungry. I was not comfortable. I had been defeated by a courtesy.

Generosity that arrives before the request cannot be repaid. It can only be survived.

I know the rule now. I have made my peace with the basket. One basket. Two at the most.

Who am I deceiving. There is no number of baskets I would refuse. The trust of a nation is in that salsa, and I intend to honor all of it.

[roy @honging]

cut your losses and move on. crypto is a bad market. worst thing you can do is keep doubling down on what was a bad decision. if you’re smart you’ll find success in a better market

[$cash @CashAnvil]

I put my entire life into Cardano. My time, my expertise, my savings. I’ve literally gone all in, and for over 5 years now.

No salary for 3 years, along with my co founder, and every payroll was paid on time. This isn’t meant as a guilt trip just context towards my reality.

I forced my cofounders to envelope the ‘entrepreneur mindset’ and make sacrifices to make our vision of Anvil work.

I thought we were in good company in Cardano. A bunch of scrappy, smart people who are building the future financial rails of the world. Unfortunately, not everyone was living like starving entrepreneurs and looted our community/treasury while keeping cushy salaries. Now the price is in the teens…and we can’t even get contracts on Cardano to sustain our business, with no indication that change is coming, all community business proposals are not passing atm.

I gave up my 30s for this. I had a great career trajectory making solid money. I don’t regret the decision I just wish it went different. Believe it or not, we didn’t make many stupid decisions, we were responsible with salaries, and ran very lean operations. Did we fail? Or did Cardano fail to flourish and create real opportunity?

I bought Ada, I believed in the token. I dropped my 401k on it. Held it religiously for 5 years, all to sell at .16 so I don’t lose my house? It’s insane lol was I supposed to sell on everyone’s heads? I thought being a believer was the whole point now I just feel like a sheep. I don’t even have the 100k Ada required anymore to go straight to the treasury. The only thing I can think of that hurt worse were my kidney stones. This is the most defeated I have felt in a long time.

And now I’m watching 8 months of hard work and relationship building get thrown away. Can’t get a hold of half the DReps otherwise you come off as annoying. Didn’t do a Japan tour? Good luck!

I had to waste 6 days explaining to one of our top DReps why the product needs Cardano. He basically said we didn’t need to use blockchain or cardano. Instead of explaining the value we create I gotta convince our top DReps why a project chose to build on Cardano? 🤯

Im not perfect but I damn sure tried to be! Answered everyone promptly, reached out to DReps, and did our best to listen/apply feedback. I show up everyday.

Can someone explain to me why I should keep trying to build here? I’ve legit lost everything but my wife who isn’t getting any happier with me.

Today is the first day I work towards getting my life back. IDK exactly what that means but I’m done feeling like this for nothing.

[Maurizio @themgmtconsult]

If you think a $300K corporate salary is payment for 40 hours of weekly labor, I've got news for you...

There is a persistent cynical narrative that large enterprises are bloated engines of inefficiency, filled with overpaid professionals who spend their days looking at slides and doing "nothing."

I mean, it's a comforting myth for critics, but I think it fundamentally misunderstands modern knowledge work.

That $300K salary (or $400K, or $500K) isn't a reward for linear effort but an option premium on high-leverage thinking.

We are still haunted by the ghost of the assembly line, ie, the outdated idea that compensation must directly correlate with time spent + physical output.

In the factory world, if you leave your station, production stops, but in the knowledge economy, value is almost totally decoupled from time.

Folks... An enterprise paying a senior leader or specialist $25K a month is not buying 160 hours of typing, they are buying *insurance* against catastrophic errors and positioning themselves for asymmetric upside.

I'll try to make it tangible with an example...

Consider a complex matrix organization busy with a $40M product migration. In this environment, the value distribution of a worker's is heavily spiked.

Most days look like nothing... alignment meetings, reading documentation, maintaining steady state. Yes, to an outsider, it looks like "doing nothing."

But then a critical day arrives. A vendor fails, a timeline slips, a crossroads appears, whatever... If that $300K professional has the institutional memory and capability to make just 4 or 5 correct decisions during those critical moments, the ROI is staggering! A single right call can avert a $5M problem.

Suddenly, that $300K salary doesn't look like bloat but, to me, seems like the cheapest asset on the p&l.

These days we are bombarded by tech CEOs promising fully autonomous, AI-driven organizations and I keep saying these pitches miss the entire point of how complex enterprises actually move.

Data computation can be outsourced to an LLM but going through the decision fabric of an enterprise cannot. You need people for:

> Knowing *how* to build consensus across disconnected departments with competing incentives;

> Understanding the unspoken history of why past projects failed, and how to position a new initiative so it doesn't trigger corporate antibodies;

> When a multi-million-dollar decision goes sideways, an algorithm cannot stand before a board of directors or regulators and take ownership of the corrective action.

An AI can give you a pristine strategic framework with nice and difficult sounding words, but it cannot navigate the human matrix required to execute it.

The ability to be effective inside a complex enterprise is a rare AND expensive skillset precisely because it cannot be automated or easily replicated.

My point is you aren't paying for the 9-to-5 "grind", but more for the readiness.

Like an elite surgeon or an expert technician, you pay for the decades of accumulated knowledge that allow them to fix a crisis in 5 minutes, not the 5 minutes itself....

Leverage, not labor.

[roy @honging]

mortal kombat 2 was perfect. they really killed off cole though lol

[roy @honging]

so simple and so cool

[Daniel Beauchamp @pushmatrix]

Everyone's talking about AI-generated HTML.

But have you tried giving your sites a zero-config API for saving data, file storage, AI, websockets, etc?

We did this at Shopify. Runs on a single VM that costs $200/month, and it's changed the way we work.

We call it Quick 👇🧵

[roy @honging]

my respect for cloudflare just went up like 20x

[Matthew Prince 🌥 @eastdakota]

Two of our worst VC stories:

1. A Sequoia partner passed on Cloudflare because he didn’t think a woman could lead a security infrastructure company. Seriously. 🙄

2. I got introduced to @pmarca. Meeting got scheduled for a Monday, which should have been a clue. I thought it was just a casual meeting. He thought it was a pitch and brought the whole @a16z partnership team. Hilarity ensued. 🤪 At one point one of them said: “You don’t seem very prepared.” Which was true because I wasn’t. I framed the rejection letter they sent.

[kmoney @kmoney]

in 2000, @saylor was the laughing stock of wall street after losing $6B of investors money.

but he didn’t quit.

he spent the next 26 years of his life retard maxxing and found a new way to run it back and achieve an even bigger loss of investors money.

inspirational 💯

[Lib Development @Lib_Development]

Korean society: so how are people going to receive old age pensions if everyone in the country is old?

Korean government: well, we, uh

Americans coming around the corner with a literal truckload of money: Are you guys the people who make RAM?

[terminally onλine εngineer @tekbog]

microsoft fumbled the dev ecosystem so badly

they had the perfect editor for the agentic era that’s extensible and convertible into anything you want: vscode that got forked by cursor and others

they had the perfect training data and a place for coding agents: github which now has the worst reputation ever

they had the headstart with openai deal allowing gh copilot and azure to dominate: not github copilot is too expensive to use for frontier models and azure is still azure

they even managed to let claude eat their office agentic workflows

from outside it really looks bad, i hope they made more b2b and b2gov deals at least

[Brandon Carl @brandonjcarl]

Documenting the headwinds I now see for AI.

It won't seem like it, but I love AI and am long-term positive. But when "math doesn't math" I take note.

1. The core thesis for foundation model lab investment has been high upfront investment made worthwhile by significant long-term profits.

2. These are capital intensive businesses and the compute commitments are very high relative to revenue and require strong growth over long time periods. The "leverage" (commitments versus revenue) is extremely high.

3. The fundamentals are not as positive as they previously were:
• Input costs are higher (commodities, chips, power)
• Interest rates are higher
• Competition is more intense
• Scaling Laws are now problematic: exponential costs/power cannot continue

4. Forecasting compute spend is challenging and high risk due to (a) revenue uncertainty and (b) algorithm uncertainty

5. Revenue growth appears to be slowing. The technology is valuable, but ROI is proving to be more expensive and take longer than anticipated.

6. The future is likely "different models for different use cases" with the lower end of the market being highly competitive.

7. Core use cases such as agentic software engineering are likely to need approaches beyond next-token prediction. They are Σ₂ᴾ complexity problems requiring multi-objective optimization and likely a combination of Transformers and other methods.

8. Current forecasts in memory makers are built largely on quadratic attention. That will not persist: we are already seeing work from DeepSeek, Minimax and Nvidia that can cut RAM needs by 80% or more.

9. This means semiconductor valuations are substantially overinflated and will go through the traditional glut versus shortage cycle.

10. For foundation model providers: lower costs with competitive differentiation is good. However, lower costs with a lack of differentiation would mean lower revenues. This makes it harder to (a) service commitments and (b) pay back investors.

11. Leverage is substantially higher than in previous cycles, evidenced by leveraged ETFs, call option activity and margin loans. Korea is particularly susceptible.

12. 0DTE options create a profile that has stronger parallels to portfolio insurance and 1987 than any other point I can remember.

13. The combination of exponential increases in call activity coupled with the ties of semiconductors to structured products means there is a non-trivial systemic risk to the financial system.

14. Implied earnings growth rates are inconsistent with other periods in history.

15. Macroeconomically we cannot and should not fund exponential cost increases. History has shown us repeatedly that there are better ways (see Quick Sort and Simplex).

16. Significant supply is hitting the market via IPOs.

––

Taken together: costs and competition are increasing while revenue growth is likely slowing. Valuations are fragile and prone to technology disruptions that are already here. Systemic financial market risk is extremely high.

[roy @honging]

was reviewing clickup but decided against it cause this is so off putting and their product will suffer

[john teufel @JohnTeufelNYC]

One of the more psychotic CEO layoff posts I've read. We're getting to a point where CEOs are replacing people with AI but trying to somehow spin it as "humans are more important than ever!" and it's resulting in some truly nonsensical stuff like this blathering