ハムザ (H) ⟡

[ハムザ (H) ⟡ @itsshiji]

In the name of Allah, the Most Gracious, the Most Merciful.
بِسْمِ ٱللَّٰهِ ٱلرَّحْمَٰنِ ٱلرَّحِيمِ

[ハムザ (H) ⟡ @itsshiji]

@pmarca Did you regret passing on it ?

[ハムザ (H) ⟡ @itsshiji]

Very bright

[Carles Reina @Carles_Reina]

I'm excited! The European startup ecosystem is on a tear. Let me explain.

I started working for a startup 12 years ago. That was Uber expanding globally. Back in the day in Europe, working in startups was not the path most families expected for their kids. Raising capital was tough, knowledge of equity packages was nonexistent, and startups signing meaningful contracts with enterprises was rare. Enterprises didn't see startups as a reliable partner.

Fast-forward to today:
• European startups are competing at the same level as US ones. The level of ambition is off-the-charts.

• You can build a decacorn / unicorn in Europe without relocating to the Bay Area. Look at ElevenLabs, Revolut, Fuse, Mistral, Synthesia, Legora, and many many more.

• Startup building is a way of life.

• Wealth is being created & shared. We have plenty of cases where founders & employees have made money from building successful companies. Secondaries are also a normal thing now.

• Enterprises have adopted startup tech like never before. This is what's helping them transform their businesses and compete globally.

• We have EU Inc in the works. @ProjectEurope_ is an awesome initiative backing Europe-built businesses. Also, the latest "Built in Europe" campaign led by @balderton is 🔥

• Money is a commodity. More VCs means more opps to build crazy ideas.

We still have a long way to go, primarily reforming (a) Equity packages & taxes, (b) political alignment, (c) getting more talent, (d) bridging European cultural differences & market protections, (e) getting more people to speak English fluently, (f) removing exit taxes in some markets (founders & operators need movility to win), (g) incentivising wealth creation.

One step at a time but the future is bright

[Paul Graham @paulg]

If big companies can't make a net return on their LLM token costs, that doesn't mean it's impossible to. In fact this is exactly what you'd expect to happen with a new technology. Incumbents can't use it well, and are replaced by upstarts who can.

[ハムザ (H) ⟡ @itsshiji]

@eastdakota @pmarca Third one wild

[ハムザ (H) ⟡ @itsshiji]

We need hardware-only founders. @yacineMTB approves this message.

Thank you for your attention to this matter.

[Founders Fund @foundersfund]

MAFIA EP 001

[ハムザ (H) ⟡ @itsshiji]

If you use claude code daily, what’s your biggest complaint right now?

[ハムザ (H) ⟡ @itsshiji]

@Shpigford why do not use it ?

[ハムザ (H) ⟡ @itsshiji]

@cokiehasiotis Fair points though I think they're raising more in their AI Neo Lab angle and less on the credit card angle.

[ハムザ (H) ⟡ @itsshiji]

FDE + agentic platforms

[Naval @naval]

Software platforms are going to be rebuilt for agent-first.

[ハムザ (H) ⟡ @itsshiji]

W Jack

[Jack Zhang @awxjack]

@rabois What an idiot

[ハムザ (H) ⟡ @itsshiji]

I am looking to invest $2M in ai training companies for agents if you are running one with prove of concepts hit me up

[ハムザ (H) ⟡ @itsshiji]

@skcd42 @milichab Can you open for premium users ?

[ハムザ (H) ⟡ @itsshiji]

PG is the goat

[Paul Graham @paulg]

All through YC's history, investors (for obvious reasons) have tried to tell founders that YC wasn't worth it. In 2010 they just said we sucked. Now, since it's obvious we didn't, they've had to change the claim: now it's YC *used* to be great, but has declined from what it was.

[ハムザ (H) ⟡ @itsshiji]

Anthropic should buy lovable and replit

[Claude @claudeai]

Anton Osika (@antonosika) is the co-founder and CEO of @lovable, where anyone can build software through conversation.

His working thesis: the most underrated moat in AI is trust, and earning it takes craft, care, and obsession.

[ハムザ (H) ⟡ @itsshiji]

You just gotta retard max

[Eric Simons @EricSimons]

I HOPE OPENAI CLONES https://t.co/4Ijk78Z2bL

I HOPE SUNDAR SHUTS OFF THEIR PUBLIC API

I HOPE DARIO ONLY GIVES MYTHOS TO OUR COMPETITORS

WHEN THE ENDING IS KNOWN AND THE DISTANCE IS UNKNOWN, THAT'S WHEN YOU KNOW WHO YOU REALLY ARE. STAY HARD

[ハムザ (H) ⟡ @itsshiji]

Customer requests are useful for gathering feedback from customers, but it’s also important to add ideas and refine those thoughts instead of treating everything as an issue.

It’s similar to what you were doing in the video: you were trying a bunch of designs that work for the front end, but many of them may not work well for the back end or other use cases of iterations I do not know if does it make sense?

[ハムザ (H) ⟡ @itsshiji]

@kaiwlson In case someone looking for the video here you go

https://t.co/TtBv1XB4uQ

[ハムザ (H) ⟡ @itsshiji]

Who invented token pricing?

It made sense for simple LLM calls, but it’s a broken abstraction for agents.

A token is not cost.

Cost is GPU time, memory bandwidth, batching, latency, context, external API calls, concurrency, output length, energy, and utilization.

As models go up/down in price, tokens don’t map cleanly to the real supply chain of agents.

The future pricing unit shouldn’t be tokens.