Keith Costello

Management consultant, entrepreneur, & tech enthusiast. @kxiop légionnaire & @ischoolsu alum. Opinions are mine and not advice.

[Keith Costello @ikeithcostello]

The NBA has been debasing the product all season with these bulldozing offensive fouls: a horrific injury was predictable if not inevitable.

We have now all been robbed of witnessing the greatness of Jokic's historic season.

Get well soon champ.

[Denver Nuggets @nuggets]

Injury Update: Nikola Jokić suffered a Left Knee Hyperextension injury during last night's game at the Miami Heat. Nikola will be re-evaluated in four weeks.

[Keith Costello @ikeithcostello]

Acquihire 3.0

If execution is the only true, repeatable moat-maker, then the value of human and agentic capital skyrockets

[Ramp Labs @RampLabs]

Meta just acquired Manus AI. Ramp Sheets modeled it out:

Estimated price: $4-6B based on AI M&A comps
Fastest to $100M ARR in history (8 months)
Benchmark likely 8-12x'd in under a year

[Keith Costello @ikeithcostello]

I'm back.

[Pablo Sanzo @pablosanzo]

2024: LLM wrappers
2025: Agent wrappers

[Rohan Paul @rohanpaul_ai]

Finally, The AI Action Plan, is released by the White House.

⚙️ The Big Idea

- Frames AI like the space program of the 1960s.
- They argue that whoever fields the strongest models and factories sets tomorrow’s rules, markets, and defenses 
- Seeks to assert US dominance over China.

🧵 Read on 👇

[Keith Costello @ikeithcostello]

Ironically, this article uses the same flashbulb memorability test to fail vibe coding.

Interesting, different perspective that IMO is framed incorrectly — the term is a bit nebulous and also perhaps a misnomer but a flow state and learning are not wholly incompatible (cf. gaming) — and also alters the yardstick of what the dev experience is supposed to be. Cope or pendantry? 🤔

[Keith Costello @ikeithcostello]

@EricSimons @_mauriciorubio @iamalbertpai @sulco @nemikolh @alexberger_me @Katerade4 @skipsterdev @morganlinton @gaurabhmathure @dhanush_chali @gregisenberg @boltdotnew 💯 instantly transported

[Saïd Aitmbarek @SaidAitmbarek]

everyone's clearly building the same thing..

two ways out: niche down hard, or outmarket everyone by 10x

there is no third option.

[Keith Costello @ikeithcostello]

TLDR

[Millin Gabani @trillhause_]

Ya, but also they literally say, don't build multi-agents for coding.

So the cognition dude's suggestion is correct.

[Jared Palmer @jaredpalmer]

@garrytan I like this framing. I’ve said used the metaphor of writing before:

Most people can write and do so daily, very few people write well, and a very select few are professional authors. The same will be true of software.

[Keith Costello @ikeithcostello]

@_mauriciorubio @morganlinton @gaurabhmathure @skipsterdev @TheChainsmokers Unforgettable 🔥

[StatMuse @statmuse]

Fun Fact: TJ McConnell and Alex Caruso are tied for the most steals ever off the bench in a NBA Finals.

[Andrej Karpathy @karpathy]

Nice - my AI startup school talk is now up! Chapters:

0:00 Imo fair to say that software is changing quite fundamentally again. LLMs are a new kind of computer, and you program them *in English*. Hence I think they are well deserving of a major version upgrade in terms of software.
6:06 LLMs have properties of utilities, of fabs, and of operating systems => New LLM OS, fabbed by labs, and distributed like utilities (for now). Many historical analogies apply - imo we are computing circa ~1960s.
14:39 LLM psychology: LLMs = "people spirits", stochastic simulations of people, where the simulator is an autoregressive Transformer. Since they are trained on human data, they have a kind of emergent psychology, and are simultaneously superhuman in some ways, but also fallible in many others. Given this, how do we productively work with them hand in hand?
Switching gears to opportunities...
18:16 LLMs are "people spirits" => can build partially autonomous products.
29:05 LLMs are programmed in English => make software highly accessible! (yes, vibe coding)
33:36 LLMs are new primary consumer/manipulator of digital information (adding to GUIs/humans and APIs/programs) => Build for agents!

Thank you again for the invite @ycombinator and congrats again on an awesome events! I'll post some links/references in the reply.

[Keith Costello @ikeithcostello]

Drift: the final frontier

[Benjamin Todd @ben_j_todd]

Why can AIs code for 1h but not 10h?

A simple explanation: if there's a 10% chance of error per 10min step (say), the success rate is:

1h: 53%
4h: 8%
10h: 0.002%

@tobyordoxford has tested this 'constant error rate' theory and shown it's a good fit for the data

chance of success declines exponentially

[Keith Costello @ikeithcostello]

Truly excellent tips!

[Ciara Wearen 💯 @nocheerleader]

Make your vibe coded apps look unique AF for the @boltdotnew Hackathon. No More Vanilla UIs.

🧵 Here's 11 ways to make your apps stand out:

[Keith Costello @ikeithcostello]

Wrap superstars

[Cursor @cursor_ai]

We've raised $900 million in Series C funding from Thrive, Accel, Andreessen Horowitz, and DST.

We're happy to share that Cursor has grown to over $500 million in ARR and is used by more than half of the Fortune 500, including NVIDIA, Uber, and Adobe.

This scale will help us push the frontier of AI coding research.

[Keith Costello @ikeithcostello]

Never ignore synchronicity.

There is no other time than now. 🚀

[Gaurabh @gaurabhmathure]

Just yesterday, I did something I might regret - but it also was the birth of something exciting (scroll to see below).

I decided to let go of a very exciting opportunity to attend an exclusive invite-only event with some of the most brilliant minds and lives.

One of the reasons was the significant ROI of participating.

While I could have spent the money, I chose not to because I believe I did not have a compelling reason to be there - YET. I need to have an interesting story to tell.

However, going through the process of justifying to myself why I should go, how I could stand out amongst people who are high achievers, propelled me into wanting to do something more interesting - so I have something interesting to talk about.

While trying to make up my mind on whether to go or not, I was trying to figure out how I could be "interesting". So I asked myself "what would be an interesting story to live through, that I can share when I go to the event in 2 months?"

And that led me to this.

WHAT IF I CREATED A 100 APPS, IN 60 DAYS?

I've been exploring various vibe coding tools from Replit, Bolt, V0, Lovable, Tempolabs, Chef, etc for the last few months and I've built apps - but not shared all of them with the world, primarily because I'm experimenting.

I've been having a lot of fun.

However - I've been doing this in the dark (literally from 9 pm to 3 am quite often). But... I want to push myself to share more.

And this is exactly what I'd like to do - build & share my creations in public. So I can keep the momentum, and hold myself accountable to all of you reading this.

I know 100 apps in 60 days is CRAZY - that's why I am doing it - because it's a little scary. And the idea isn't to make money from them - it's to practice the craft of Vibe Coding - and to get some street cred.

I may not ship one everyday, but might ship in batches of 2-5 on different days with breaks in between.

***
What's the deal with the photo?

When I was in SF two weeks ago, I bought some fortune cookies and I finally had 3 of them today (needed the sugar boost during my work day).

I got 2 very aligned and 1 prescriptive fortune:

1 / "A new pair of shoes will do you a world of good"
I do need new shoes, especially for running. And I do need to run, to exercise and take my health into my own hands.

2 / "Your life will be prosperous, if you use your creativity"
I've rediscovered the builder and maker in me over the last few months, and I'm so excited to have a new canvas and paints (AI) to play with and make.

3 / "Now is a good time to explore"

Like all fortune cookies, this one is vague but I do align with it - especially as I venture into doing this 100 apps in 60 days experiment.

Wish me luck!

[John Yeo @johnyeo_]

@levelsio cursor for cursor is endgame

[Keith Costello @ikeithcostello]

@inkko44 @boltdotnew That is ridiculously slick. Would you mind sharing with me as well?