I’m hosting this tomorrow evening in SF and there’ll be some of the really great founders based there attending. Let me know if you or anyone you know wants to come through.
Heard this in AA years before I realized it was wu wei:
“It's easier to act your way into new ways of thinking than it is to think your way into new ways of acting.”
If Cursor trains a genuinely SOTA coding model on xAI's infra, xAI exercises the $60B option and Grok instantly becomes a top-tier coding agent via the Cursor harness and 500K+ dev user base.
If Cursor doesn't hit SOTA, xAI walks, pays $10B for "collaboration," and still got paid utilization on otherwise idle chips.
Upside, Cursor shareholders get liquidity at 20%+ above their rumored $50B round. Their downside is capped at "$10B plus continued independence."
“ok this startup is cool but …”
1980:
… what if IBM builds this?
1995
… what if Microsoft builds this?
2010
… what if Google builds this?
Today
… what if <huge AI lab> builds this?
reality is, if founders listened to the “what if” pessimists we’d never have any startups or new products. That’s why they’re building and the pundits aren’t
My observation: When these huge waves happen, these new markets are so damn big there will be tens of thousands of new viable companies, hundreds of unicorns, and a few iconic companies that become generational. The big cos play a role but can never compete with the glorious open market known as capitalism
So for all the “what if” people - sit down, log off X for a bit, and let the founders do their thing. And let’s cheer them on when they do
I think everyone is substantially underestimating the total demand for software and automation in areas that don’t feel like “software”. Not talking about software that’s another app on your phone.
Software that just automates things for companies all day long. Most companies have not been able to bring automation to most areas of work because it’s been too complex or costly to do so. Outside of tech or maybe large banks, companies don’t have an unlimited supply of engineers. They have to ration resources very selectively, which means most things don’t get funded.
Further, there are many projects that never got done simply because the technology wasn’t there to solve the problem. Basically anything even remotely touching unstructured data was impossible to automate before AI, or connecting data flows between systems that deal with significant variability, for instance.
This is where all the new software and automation will be applied. It will be in CPG and retail connecting marketing stacks. Pharma research is about to explode because we can automate far more tests and simulations. Bankers and investors are going to run 10X the amount of analyses on every scenario. Healthcare providers will bring automation to the every step of the process.
Now that agents bring down the cost of doing this work, and because many parts of it are now possible, companies will light these projects up. This is why there demand will continue for anyone technical enough to execute this work, and why the jobs arguments will be wrong.
Nigerian billionaire Aliko Dangote’s refinery is being flooded with inquiries as African governments scramble to secure fuel supplies https://t.co/25BkrNXnSS
ever since i was a kid, i knew i wanted to book a quick 5-minute demo to learn more about your agentic AI platform that saves most customers 90 minutes a day in manual tasks
That Asake x Korty interview was so powerful because it felt like us. No shrinking. No over-explaining. No performing for the West. Just Africans telling African stories in our own voice, our own language, our own way 👏🏾👏🏾👏🏾👏🏾