Nate Castillo

Private AI | FDE | AI Economics

[Nate Castillo @natecgg]

If companies chose to control their AI future and data than you have to maintain optionality at the model layer or otherwise risk losing control over who sees your secret sauce.

[Nate Castillo @natecgg]

@quxiaoyin People will use more tokens

https://t.co/g2i0LSKxXx

[Nate Castillo @natecgg]

Blog here --> https://t.co/g2i0LSKxXx

[Nate Castillo @natecgg]

Uber gave its engineers Claude Code in December and burned its entire 2026 AI budget by April. The tool worked too well to slow down.

A token meter isn't a SaaS seat. It's an uncapped variable, and cheaper tokens buy more loops, not a smaller bill.

Own what the meter counts.

[Nate Castillo @natecgg]

@brian_armstrong It happens. Maybe time to invest in your own infra for certain latency sensitive workloads with AWS as fallback

[Nate Castillo @natecgg]

@amasad Satoshis per git push is more like it

[Amjad Masad @amasad]

You don’t have access to Mythos 🫵🤭

Doesn’t mean you can just sit around and wait.

Replit published a whitepaper showing you can get significantly better performance from current gen LLMs (90%+ in some cases) by combining with static analysis tools.

https://t.co/Dlxn915Z4m

[Nate Castillo @natecgg]

@elonmusk Dude bro starlink

[travis kalanick @travisk]

Civilization Matters. Join the movement.

[Nate Castillo @natecgg]

@shiri_shh eating or infecting?

[Nate Castillo @natecgg]

AI made outreach 10x cheaper. It didn't make your prospect's inbox 10x bigger.

That math is the whole problem.

Here are my thoughts:
https://t.co/eVcwoRYEtZ

[Nate Castillo @natecgg]

Happy Easter!

[Nate Castillo @natecgg]

@patrickc @karpathy exciting, looking forward to playing with it.

[Patrick Collison @patrickc]

When @karpathy built MenuGen (https://t.co/2OjrUJ3aLS), he said:

"Vibe coding menugen was exhilarating and fun escapade as a local demo, but a bit of a painful slog as a deployed, real app. Building a modern app is a bit like assembling IKEA future. There are all these services, docs, API keys, configurations, dev/prod deployments, team and security features, rate limits, pricing tiers."

We've all run into this issue when building with agents: you have to scurry off to establish accounts, clicking things in the browser as though it's the antediluvian days of 2023, in order to unblock its superintelligent progress.

So we decided to build Stripe Projects to help agents instantly provision services from the CLI.

For example, simply run:

$ stripe projects add posthog/analytics

And it'll create a PostHog account, get an API key, and (as needed) set up billing.

Projects is launching today as a developer preview. You can register for access (we'll make it available to everyone soon) at https://t.co/1tSgGbSLxM. We're also rolling out support for many new providers over the coming weeks. (Get in touch if you'd like to make your service available.)

https://t.co/vjRymcVCKI

[Nate Castillo @natecgg]

If your AI startup and GTM still separates “build” from “sell,” you’re already behind.

The companies winning are scaling builders who sell and sellers who build.

The FDE Co-building with the customer. Shipping working integrations. Feeding learnings back into product.

Now arm that person with agentic AI.

Game over.

[Nate Castillo @natecgg]

I'm opening 2 spots for an AI startup Revenue Bootloader.

Fixed scope. Fixed price.
Built for Series A/B teams with a great product but a stalled enterprise sales motion.

I've been inside enterprise AI long enough to know how the buyers on the other side of your deals think.

→ https://t.co/1AbwsV85H7

[Nate Castillo @natecgg]

AI pilots don't fail... they just never really end.

I've witnessed it.. Organizations are pretty good at acquiring AI.

Not so good at ownership. Who is actually accountable for this working through the full lifecycle?

Is it the vendor? IT? Engineering? Product? Leadership? Nope, but all influencers in the process.

Today's reality is the AI pilot ends. The champion moves on. The use case then dies.

That's the gap worth solving for right now.

[Nate Castillo @natecgg]

https://t.co/dAEh87k65o built a $5M datacenter instead of spending $25M+ on cloud for the same workload.

“Don’t rent the cloud. Own it.” is becoming an operating principle, not a meme.

you don’t need 10k GPUs to make the math work, you need the courage to open a spreadsheet. 🧮

[Nate Castillo @natecgg]

Without truth comes deception and manipulations. That is the end of trust as we no longer share the same reality. With no trust then we trade justice for injustice and violence.

[Autism Capital 🧩 @AutismCapital]

If there’s one learning lesson you need to take away in 2026 it’s that the truth doesn’t matter anymore and reality isn’t real.

People will invent narratives and facts to suit desired objectives and if enough people agree, that’s the new reality. People who point out that the emperor has no clothes will be crushed. Katherine Maher of Wikimedia said it best herself. “Our reverence for the truth is a hindrance to getting things done.” (Paraphrasing)

We’re living in a world where lies don’t matter anymore. There are only words and how effective they are to reaching desired outcomes. People don’t care about the truth. They care about achieving their goals.

We’re living in Demon times.

[Nate Castillo @natecgg]

The mainstream AI narrative that gets regurgitated across the web is "those who use AI will replace those who don't". This doesn't do it for me...The deeper question I think that needs to be asked and reflected on is "what are we amplifying with AI"?