It is stupidly hard to start a pure software company right now.
Customers don't want software, they want outcomes. So you end up having to do a lot of custom work for them.
Anything horizontal is on a ticking clock.
Every customer wants to deeply customize.
There are opportunities.
But you need to have a very heretical 2-3 year view of the world in order to build something good.
The most female-led product org in tech right now:
Chief Product Officer: Ami Vora
Claude Code/Cowork Head of Product: Cat Wu
Claude Code/Cowork Head of Eng: Fiona Fung
Claude Platform Head of Product: Angela Jiang
Claude Platform Head of Eng: Katelyn Lesse
Research Head of Product: Dianne Penn
President: Daniela Amodei
(Also, the fastest-growing company in history)
How does one make sense of SF?
We are living through the craziest computing revolution of the last 2 decades....and 95% of the value being created is within a 4-mile radius in SF (h/t @eladgil )
It's just hard to understand....why is the concentration so high?
What is it about this place? There are good reasons that people will offer...good universities, great companies, talent networks, venture capital yada yada yada
But all of that is hard to emotionally understand.
I tend to try to answer these questions through my own lived experience.
Two things happened this week that brought it home for me.
On Wed evening, two GOATS of the design world (@soleio and @rsms ) did a design talk at SPC.
I saw some other GOATS at the talk (@aaron_ , @benbarry )
And you realize that these GOATS are just so curious about the world. They just want to build and learn. And give back. And with an air of humility and passion. It's so so cool and inspiring.
And then this week we had someone release a mind-bendingly amazing demo of every pixel being generated.
https://t.co/CBBqdEaUaS
People were blown away but @eddiejiao_obj and @zan2434 had been jamming creatively for a bunch of time @spc .
And in that entire time, they were surrounded by a culture and environment and ecosystem that says "that is crazy but my god, if it works, then what could happen"
There is wonder, amazement and curiosity.
And passion.
I wish this city were cleaner and better governed (but Dan Lurie is crushing).
We are so lucky to be surrounded by weirdos who love to build.
This is why we are who we are.
The gpt/claude feature I dream of is listen mode. Where I ask via chat but then can have a narrator read the response to me (& maybe reworded to a more audio friendly read out)
The gpt/claude feature I dream of is listen mode. Where I ask via chat but then can have a narrator read the response to me (& maybe reworded to a more audio friendly read out)
The Adolescence of Technology: an essay on the risks posed by powerful AI to national security, economies and democracy—and how we can defend against them: https://t.co/0phIiJjrmz
🚨 @AnthropicAI’s Claude 4 breached the ASL-3 risk threshold 🚨, delivering a 2.53× boost in participant capabilities on key tasks in a set of Uplift Trials supported by Sepal AI. Here’s why it matters 🧵