Yoofi Annan🏴

Product, Startegy GTM|| drones AI |
Community @Ethereum house SF | Frontier tower

[Yoofi Annan🏴 @lyknoada99]

Undefeated against AI #robots .🤖
KO .
@UFBots @frontiertower
#Robotics

[Yoofi Annan🏴 @lyknoada99]

@ErnestOfGaia 🔥🔥🔥

[NVIDIA AI @NVIDIAAI]

You should read this thread.

It used to take about 25 seconds to generate a 5-second video on 8 Blackwell GPUs. The legends at @haoailab brought that down to just 4.2 seconds on a single Blackwell GPU… and then open sourced the tech behind it.

[GREG ISENBERG @gregisenberg]

I just got back from SF and I FEEL INSPIRED.

I spent 5 days with frontier AI model teams, AI startup founders, and 3 billionaires.

My takeaways:

1. I had lunch with 3 billionaires. All of them are buying SaaS companies and rebuilding them agent-first. They were deeply inspired by Bending Spoons and Ryan Cohen's eBay deal. Buy the company, cut the headcount, rebuild the tech, add agents, add features, make more valuable experience, raise prices.

2. The frontier model companies are hungry for usage data from the field. They can see API calls and token counts. They can't see the actual workflows. If you're deep in a niche using these models in ways the model companies haven't seen, that understanding is incredibly valuable. Usage intelligence is the new alpha.

3. Consumer AI is massively underbuilt. Every billboard in SF is either B2B inference infrastructure or vertical agent companies. The entire city is optimized for enterprise. Meanwhile you have companies like Cal AI doing $50M ARR in 18 months as a consumer app. I met with a cool few teams doing consumer AI (@paulscherer / @ekuyda)

4. MCP came up in literally every conversation. The companies exposing their product as MCP endpoints are getting pulled into deals they never pitched for. The ones that aren't are becoming invisible to agents. This is the new SEO. If agents can't find you, you don't exist. Building products for agents is the new zeitgeist in general.

5. Not uncommon for hot seed rounds to be $25-50 million valuations. I saw a Series A at $450 million

6. If I had a dollar every time someone mentioned "forward-deployed engineer" this trip I could have funded a seed round. It's the hottest role in SF right now. The person who sits between the agent and the customer, making sure everything actually works.

7. The mood around open source shifted. A year ago it felt like open source was chasing the frontier models. Now founders are telling me Gemma and DeepSeek are good enough for 80% of what they need at a fraction of the cost. The "which model do you use" conversation is being replaced by "which model for which task." Model loyalty kinda feels dead.

8. Voice agents came up more than I expected. Multiple founders told me voice is the interface for the next billion users. The billion people who will never type a prompt will absolutely talk to one.

9. The Obsidian community in SF is weirdly intense. Multiple founders showed me their vaults unprompted. Like showing someone your home gym. It's a flex now. The quality of your knowledge base (second brain?) is becoming a status symbol among builders.

10. Maybe it was just the people I met but the age of the founders is shifting. I met more founders over 40 this trip than any trip before and more founders under age 21 than ever before. Founders getting older and younger at the same time.

11. I spoke to a lot of fast-growing startups, VCs and frontier models who are hiring content creators right now.

12. The restaurant scene in SF is actually better than it's been in years. Founders are going out more. Alcohol is out, not surprisingly.

13. SF doesn't feel like the only place anymore. We all have access to the same frontier models. We all read the same X feed. A founder in NYC or Lagos is calling the same APIs as a founder in SoMa. So in the past it felt like SF was always lightyears ahead, doesn't feel that way anymore. It's okay not to live in SF and have BIG DREAMS.

14. The coworking spaces in SF are half empty but the coffee shops are packed. People want to be around people. I had a few startup ideas here....

15. Walking around the Mission I noticed something: the street-level businesses, the taquerias, the barbershops, the laundromats, none of them use any AI at all.

16. I heard the phrase "agent debt" for the first time. Like technical debt but for agents. When you hack together an agent workflow fast and never clean it up, the system prompts conflict, the memory gets polluted, the tools overlap. 6 months later the agent is doing weird things and nobody knows why lol.

17. Met a few people who carry two phones now. One for personal. One that's basically an agent terminal running Telegram or iMessage connections to their agent fleet.

It's always amazing to get that dose of inspiration in SF. I FEEL INSPIRED.

But I'm so happy to be back home, locked in and building.

We're 12-18 months into a shift that will take 15 years to play out. The urgency in every conversation was real.

What an incredible time to be building.

[Yoofi Annan🏴 @lyknoada99]

@bcherny The graph @bcherny shows few ppl from Africa.
How do we first make it affordable for them to tokenmaxx

[Yoofi Annan🏴 @lyknoada99]

@Loganullyott 🤔

[Yoofi Annan🏴 @lyknoada99]

@OfficialLoganK @GoogleDeepMind Nicee

[Vinod Khosla @vkhosla]

Most engineers have never had sufficient access to real physics analysis — simulation was too expensive, slow, and specialized. @VinciPhysics vision isn’t just replacing Ansys; it’s bringing continuous physics reasoning to 100x more engineers and 1000x more simulations in a fraction fof the time.

[Yoofi Annan🏴 @lyknoada99]

@__Rhodium__ Cool

[Chester @chesterzelaya]

each one of these drones has their own vision-based autonomy btw (our DF1 stack)

[Yoofi Annan🏴 @lyknoada99]

@chesterzelaya https://t.co/ps4ydCtUW3 stuff.. are you running at the edge or in the cloud.
2.What has changed about the endurance. ( compute vs endurance trade off)
3. What are the eval bench mark that can ensure determinative outcomes.

[Yoofi Annan🏴 @lyknoada99]

@bentossell 💀💀

[Bessemer @BessemerVP]

The robotics talent market is remarkably constrained. And that's going to shape who wins.

Investor @bhavikvnagda shares two predictions from Bessemer’s Robotics Day:

1️⃣The power law in robotics will be more extreme than in software.
2️⃣Value will accrue to vertical end-to-end players, not foundation model companies.

Foundation models matter. But the winners will be the ones deploying them.

Learn more → https://t.co/TQXEJtrOrd

[Y Combinator @ycombinator]

Ornadyne is building autonomous bird-like drones for military reconnaissance - drones that look, fly, and sound like real birds for low-detectability surveillance.

Congrats on the launch, @geourgkivijian & @Armakelyan!

https://t.co/j4xCD5gI3m

[Yoofi Annan🏴 @lyknoada99]

@David_mduw Claude

[0xMarioNawfal @RoundtableSpace]

ANTHROPIC JUST RELEASED THE OFFICIAL PLAYBOOK FOR BUILDING A COMPANY WITH CLAUDE CODE.

CEO: 1 human. Employees: AI agents. Operations: fully automatic.

The zero-headcount company is no longer a joke.

[Yoofi Annan🏴 @lyknoada99]

Claude Ai doing CAD
My prof had some words .
I think he has a point but let’s see how the next 12 months looks like ..

[Alexis Ohanian 🗽 @alexisohanian]

Farming has a global labor crisis and @776foundation climate fellow @oxncgen is building the fix — autonomous robots that plant, spray, weed, and monitor crops. Real hardware, real fields.

@3farmatebots is building from Ghana for the world!

[Yoofi Annan🏴 @lyknoada99]

@AlexFinn @thekitze 🤣🤣

[Yoofi Annan🏴 @lyknoada99]

@benln Nice one 🇬🇭🔥🔥

[Kevin Peterson @kevinmpeterson1]

Love this approach of building in public. Crazy that O(100s) of hours is sufficient for folding demos these days.