Naresh

[jack @jack]

we're launching BUZZ!

a new groupchat platform for teams of people and agents of all sizes, built to reduce our dependency on slack and github. model-agnostic, decentralized, self-sovereign, and open source. 🐝

https://t.co/8IaMVeTQNo

[David Sacks @DavidSacks]

A year ago, President Trump declared that America was in a global AI race and that the way to win it was to be pro-innovation, pro-infrastructure, pro-energy, and pro-export. President Trump was exactly right; we deviate from that strategy at our peril.

[Marc Andreessen 🇺🇸 @pmarca]

https://t.co/puLXpatHvd

[Marc Andreessen 🇺🇸 @pmarca]

If, when you say regulation, you mean the dead and clammy hand of the commissar—the gentleman who has never in his life built a single thing, drafting rules to govern a thing he cannot define, to be enforced by men who cannot read them; if you mean the form in triplicate, the impact assessment upon the impact assessment, the compliance officer who breeds, in the warm dark of the org chart, further compliance officers unto the third and fourth generation; if you mean the moat—the deep cold moat that the giant digs around his own castle and christens, with a perfectly straight face, public safety—the drawbridge he hauls up behind himself the very instant he is across, lest any hungrier and hungrier man should follow; if you mean the precautionary principle, which, had it governed our grandfathers, would have banned the wheel pending further study of the hill, and left us yet shivering and raw in the mouth of the cave, blessing its excellent ventilation; if you mean the European disease—that magnificent open-air museum of a continent, which produces in our time precisely two things in great abundance, and they are regulation, and the eloquent and well-footnoted regret of cultivated men explaining at length why they have produced nothing else; if you mean the license required to think, the permission slip for honest arithmetic, the king’s wax stamp pressed upon the forehead of every new idea before it may draw its first breath; if you mean the agency dispatched, with trumpets, to slay a single dragon, which arrives at the cave, surveys the accommodations, and moves in—and spends the ensuing century laying eggs and devouring the very villagers it was sworn to defend; if you mean the startup that perishes not of the market’s honest verdict but of the filing fee, the genius decamping by the next tide to a freer and warmer shore; if you mean the law that arrives, faithful as the swallows, exactly one whole epoch too late—helmeted, plumed, and magnificently armed—to regulate the stagecoach—then certainly, my friends, I am against it.

But—but, my friends—if, when you say regulation, you mean instead the humble steel guardrail upon the mountain road at midnight, the very thing you curse on the easy days and bless on your knees the one night the fog comes down; if you mean the brakes—for it is the brakes, and not the engine alone, that permit a sane man to drive fast and yet arrive alive—and the buttress, without which no cathedral was ever flung so high, but only in spite of which, but because of which; if you mean the meat inspector, who is the single homely reason a man may eat a sausage in this republic without first composing his last will and testament; if you mean the firebreak cut clean through the forest before the dry season of the burning, the smallpox cordon, the buoy that marks the channel, the rule of the road that lets ten thousand strangers hurtle past one another in the dark at fearful speed and arrive, by its quiet grace, every one of them home; if you mean the honest scale and the true weight, the reason a pound is a pound and a dollar a dollar from Natchez to Nome; if you mean the firm and decent wall between the counterfeit voice and the widow’s bank account, between the deepfaked candidate and the ballot box on the eve of the vote, between the loosed and loveless machine and the schoolyard it neither knows nor pities; if you mean the simple plank of law that says the strong shall not, in the gray dawn, feed the weak quietly into the furnace and sell the rising smoke as progress; if you mean, in the end, the one slender thread of trust without which no citizen will ever dare to use the marvelous thing at all—for where there is no rule there is no trust, and where there is no trust there is no commerce, and a miracle that no man dares to touch is no miracle, but only a handsome and expensive ghost—then certainly I am for it.

This is my stand. I will not retreat from it. I will not compromise one inch of it.

[David Sacks @DavidSacks]

I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true:

— As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable.

— Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.)

— A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused.

— In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.”

— In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety.

— In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community.

— The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority.

— Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.

[Boris Cherny @bcherny]

Fable 5 is now available in Claude Code and Cowork

Fable is the best model I have used for coding, by a wide margin. It is a big step up, enabling less prompts and steers, more efficient token use, better code quality, better tool use, more intelligent self-verification, longer running sessions, and higher trust & autonomy.

Happy coding!

[Naresh @nareshkharecha]

Interesting.

[Black Forest Labs @bfl_ai]

Watch the full session → https://t.co/pvXntSYGEl

[Michael Dell 🇺🇸 @MichaelDell]

The world’s first @nvidia Vera Rubin NVL72 server rack is here.

We’re thrilled to deliver the first working, liquid-cooled @Dell PowerEdge XE9812 for @CoreWeave.

Built for the next era of AI infrastructure. 🚀🤝

[Naresh @nareshkharecha]

Interesting.

[David Sacks @DavidSacks]

Apollo’s Chief Economist: Zero Evidence of AI-Related Job Losses

[Naresh @nareshkharecha]

Interesting.

[Guillermo Rauch @rauchg]

Unclear if a durable trend, but CEOs and CTOs are back to coding with a fury, thanks to coding agents.

I have public company CEOs sliding into my DMs (and “InMail”) telling me about falling in love with shipping software again thanks to Claude Code and Vercel.

“Dream accounts” that we always wanted to work with, where in the past the C-suite would hardly understand the infrastructure until much later in the game.

Coding agents are the ultimate PLG-fication of the enterprise. Bad, legacy software can’t hide anymore. The stack that works is self-evident to the entire organization, from intern to CEO.

[Naresh @nareshkharecha]

@thsottiaux Ability to create more than one goal in same thread.

[ClaudeDevs @ClaudeDevs]

What are best practices for running Claude Code at scale?

New blog post on what we've learned from teams running it across multi-million-line monorepos, decades-old legacy systems, and distributed microservices:

https://t.co/rJUYlIUiTT

[Naresh @nareshkharecha]

@gdb @thsottiaux Is there a specific reason behind this? Could we please have multiple Goals in a single thread?

Codex Reasoning:
This thread already has a completed goal attached from the earlier design-system contract ingest work. When I tried to call create_goal again, the tool rejected it because it only allows one goal per thread, even if that prior goal is already complete. There is no “replace this completed goal with a new one” operation
available here.

[Naresh @nareshkharecha]

I’ve been doing this in a similar way I guess

I’ve created an ambient skill if I don’t explicitly invoke and it keeps everything in a structured way:
- Locked premises with questions and options which got rejected and why
- Artifacts registry
- Execution roadmap
- Current gate
- Next action
- Decision timeline

[Naresh @nareshkharecha]

Watching @Benioff on the latest All-In episode was genuinely inspiring.

Not because he sounded like the CEO of Salesforce, but because he sounded like a founder who still thinks like a student: grounded, curious, humorous under pressure, and anchored on customers over stock price.

Rare.

Thanks to @theallinpod @Jason (the best moderator of the # podcast in the world) @chamath (Cashmere connoisseur) and @friedberg (sultan of science) You guys are too good.

[Naresh @nareshkharecha]

@unclebobmartin Same. Just haven’t canceled yet.

[Sam Altman @sama]

you can sign in to openclaw with your chatgpt account now and use your subscription there!

happy lobstering.

[David Sacks @DavidSacks]

It’s time to demystify Mythos.

Mythos is not magic. It’s not a doomsday device. It’s the first of many models that can automate cyber tasks (just like coding).

OpenAI’s GPT-5.5-cyber can now do the same. And all the frontier models (including those from China) will be there within approximately 6 months.

It’s important to recognize that these models do not create vulnerabilities; they discover them. The bugs are already in the code. Using AI to discover and patch them will actually harden these systems.

The leap from pre-AI cyber to post-AI cyber means that there will be a big upgrade cycle. After that, however, the market is likely to reach a new equilibrium between AI-powered cyber-offense and AI-powered cyber-defense.

Obviously it’s important that cyber defenders get access before cyber attackers. That process is already underway but needs to happen quickly (see point above about Chinese models).

Unlike Mythos, GPT-5.5-cyber appears not to be token constrained so it may be the first cyber model that defenders actually get to use.

[Naval @naval]

Introducing USVC - a single basket of high-growth venture capital, for everyone.

No accreditation required, SEC-registered, and a very low $500 minimum.

Includes OpenAI, Anthropic, xAI, Sierra, Crusoe, Legora, and Vercel. As USVC adds more companies, investors will own a piece of that too.

Liquidity typically comes when companies exit, but we’re aiming to let investors redeem up to 5% of the fund every quarter. This isn’t guaranteed, but if we can make it work, you won’t be locked up like in a traditional venture fund.

It runs on AngelList, which already supports $125 billion of investor capital.

And I’ve joined USVC as the Chairman of its Investment Committee.
—

Go back to the 1500s, you set sail for the new world to find tons of gold - that was adventure capital.

Early-stage technology is the modern version. It says we are going to create something new, and it’s risky. It’s daring.

But ordinary people can’t invest until it’s old, until it’s no longer interesting, until everybody has access to it. By the time a stock IPOs, most of the alpha is gone. The adventure is gone. Public market investors are literally last in line.

This problem has become farcical in the last decade. Startups are reaching trillion dollar valuations in the private markets while ordinary investors have their noses up to the glass, wondering when they’ll be let in.

Investing in private markets isn’t easy. You need feet on the ground. You need judgment built over years. Most people don’t have the patience to wait ten or twenty years for an investment to come to fruition.

But there is no more productive, harder-working way to deploy a dollar than in true venture capital.

USVC enables you to invest in venture capital in a broad, accessible, professionally-managed way, through a single basket of innovation, focused on high-growth startups, at all stages.

It is how you bet on the future of tech: the smartest young people in the world, working insane hours, leveraged to the max, with code, hardware, capital, media, and community. Your dollar doesn’t work harder anywhere.

There is an old line - in the future, either you are telling a computer what to do, or a computer is telling you what to do. You don’t want to be on the wrong side of that transaction.

USVC lets you buy the future, but you buy it now. Then you wait, and if you are right, you get paid.

Get access here:

https://t.co/pAj1sqUsG0

[Claude @claudeai]

The Claude Code hackathon is back for Opus 4.7.

Join builders from around the world for a week with the Claude Code team in the room, with a prize pool of $100K in API credits.

Apply by Sunday: https://t.co/5MCkMtP5ti