mike

cofounder/ceo @usevesta. advisor @cognition.

[mike @michael_yu]

is there no way to disable @linear review anymore? really shitty of a company to basically force their review tool as the only flow from their task management software when they didn't even build a merge button into it...

[mike @michael_yu]

@kimberlywtan @tkkong @philhchen @tryramp @scale_AI @OpenAI can't believe you're glazing leather jackets of other founders

[mike @michael_yu]

@DevinAI bro i made you do this like a week ago what do you mean

[mike @michael_yu]

@premqnair bro what i missed it??

[mike @michael_yu]

procrastinating filing my taxes but telling myself i'm actually waiting for anthropic to drop claude for tax

[mike @michael_yu]

why did my chatgpt manage to query "divya"s memories when i asked for mine? should i be concerned?

[mike @michael_yu]

@dangreenoh @Opendoor im sorry but after my mortgage expert @devinai one shot this quiz, i couldn't resist some guerilla marketing

[mike @michael_yu]

i think we say "ai slop" just to protect the human ego and convince ourselves that human knowledge work will still have intangible value. feels kinda like my preference for watch movements made by hand. will anti-slop also turn out to be a luxury belief?

[mike @michael_yu]

for as long as i've known scott, he's said "the most important thing everybody gets wrong is that we all say agi is coming, but most people don't actually act like it is." nobody i know has been better at positioning themselves for the future

[Scott Wu @ScottWu46]

https://t.co/oBh3gfnhCw

[mike @michael_yu]

@ScottWu46 i feel like i said this to you 8 months ago

[mike @michael_yu]

the end game is the efficient market hypothesis. the midgame is jane street making 10b in a quarter.

[Will Manidis @WillManidis]

https://t.co/55JiWR8AEu

[mike @michael_yu]

do we think the brex founders called the ramp founders for advice on negotiating an acquisition with capital one?

[mike @michael_yu]

@kimberlywtan i feel hated on for my avg public high school here

[Cognition @cognition]

We rebuilt Devin for Claude Sonnet 4.5.

Available starting today as an Agent Preview that’s over 2x faster and 12% better on our Jr. Developer Evals.

[Kimberly Tan @kimberlywtan]

I'm excited to be speaking at @OpenAI DevDay next week! I'll be discussing how to scale AI applications in the enterprise on the main stage with the founders of @DecagonAI and @clay.

Join us in person on Monday, October 6, or watch online afterwards on OpenAI's website. Thanks to the OpenAI team for having us!

@AshwinSreenivas @vxanand @OpenAIDevs @a16z

[mike @michael_yu]

@usevesta https://t.co/Ep87YnV7SR

[mike @michael_yu]

at @usevesta, we just announced a market moving deal in the mortgage software space. we've spent the last 5 years hard at work rearchitecting the process and tech around data, not people. partnering with pennymac is the first step to realizing our vision at scale. link 👇

[mike @michael_yu]

i hope we all take this as a lesson or reminder to acquire companies the right way. the value of a company is not just a handful of people. it's the entire team, the culture, the business they've built

[Cognition @cognition]

Cognition has signed a definitive agreement to acquire Windsurf.

The acquisition includes Windsurf’s IP, product, trademark and brand, and strong business. Above all, it includes Windsurf’s world-class people, whom we’re privileged to welcome to our team.

We are also honoring their talent and hard work in building Windsurf into the great business it is today. This transaction is structured so that 100% of Windsurf employees will participate financially. They will also have all vesting cliffs waived and will receive fully accelerated vesting for their work to date.

At Cognition we have focused on developing robust and secure autonomous agents, while Windsurf has pioneered the agentic IDE. Devin + Windsurf are a powerful combination for the developers we serve. Working side by side, we’ll soon enable you to plan tasks in an IDE powered by Devin’s codebase understanding, delegate chunks of work to multiple Devins in parallel, complete the highest-leverage parts yourself with the help of autocomplete, and stitch it all back together in the same IDE.

Cognition and Windsurf are united behind a shared vision for the future of software engineering, and there’s never been a better time to build. Welcome to our new colleagues from Windsurf!

[mike @michael_yu]

@nicochristie still have any invite codes? would love one

[Kimberly Tan @kimberlywtan]

0/🚨 AI companies behave differently from traditional SaaS companies, and founders consistently ask us how AI companies are adapting and breaking out.

After talking to hundreds of AI companies over the past few years, we think that there are a few emerging principles for building enduring enterprise AI businesses 👇