You can now finally try one of those big projects I was teasing that I started working on a few months ago.
We want this to over time get better at helping you learn the best techniques to build better software, faster.
It's official.
MicroStrategy, $MSTR, is now facing its biggest unrealized loss in history, at -$10.8 billion.
In other words, after 6 years of buying Bitcoin, the company is now down -17% on its position.
By comparison, the S&P 500 is up +116% over this same timeframe.
Since MicroStrategy sold 32 Bitcoin at $77,135 per coin, their positions has lost -$11.8 billion in value.
This puts MicroStrategy's stock, $MSTR, down -77% since its record high.
Bear market is an understatement.
I built TeruBase.
A Maven plugin for Spring Boot/JPA seed-data workflows:
mvn terubase:plan
mvn terubase:export-flyway
No runtime dependency. No AI tokens for plan/export.
https://t.co/4646nKTg6o
I built TeruBase.
A Maven plugin for Spring Boot/JPA seed-data workflows:
mvn terubase:plan
mvn terubase:export-flyway
No runtime dependency. No AI tokens for plan/export.
https://t.co/4646nKTg6o
I strive to make my writing unsummarizable, in the sense that it has so little fluff left in it that if you take any words out, as summaries by definition do, you lose a lot of interesting ideas.
Sam Altman deserves credit for YC's turn toward hard tech. When he became CEO in 2014 he went out and recruited companies doing stuff like airliners and fusion, and hard tech startups have been some of the best in every batch since.
I got into YC S26 as a solo founder!
The last 15 months looked something like this:
> Started an API company from scratch
> Realized building infrastructure is insanely hard
> Grew slowly for months
> Then all at once
> Reached 210 paying customers
> Landed 10 unicorns + 70 VC-backed startups
> Started telling customers "not yet" because I couldn't afford to build everything they wanted
> Wait, I actually need funding
> Applied to YC
> Rejected
> Doubled revenue
> Applied again
Today I'm in.
To all my customers who trusted me when I was just some random dude from the internet, thank you.
AI agents are becoming mainstream now.
OpenAI pushed this direction in 2025. Google is now bringing a similar idea into Search.
The hard part is not the demo.
It is trust, security, verification, cost, and keeping the user in control.
Making it reliable is the real challenge.
The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen.
Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders - have hit retirement wealth of well above $20M (back of the envelope AI estimation).
Everyone outside that group feels like they can work their well-paying (but <$500k) job for their whole life and never get there.
Worse yet, layoffs are in full swing. Many software engineers feel like their life's skill is no longer useful. The day to day role of most jobs has changed overnight with AI.
As a result,
1. The corporate ladder looks like the wrong building to climb.
Everyone's trying to align with a new set of career "paths": should I be a founder? Is it too late to join Anthropic / OpenAI? should I get into AI? what company stock will 10x next? People are demanding higher salaries and switching jobs more and more.
2. There’s a deep malaise about work (and its future).
Why even work at all for “peanuts”? Will my job even exist in a few years? Many feel helpless. You hear the “permanent underclass” conversation a lot, esp from young people. It's hard to focus on doing good work when you think "man, if I joined Anthropic 2yrs ago, I could retire"
3. The mid to late middle managers feel paralyzed.
Many have families and don't feel like they have the energy or network to just "start a company". They don't particularly have any AI skills. They see the writing on the wall: middle management is being hollowed out in many companies.
4. The rich aren’t particularly happy either.
No one is shedding tears for them (and rightfully so). But those who have "made it" experience a profound lack of purpose too. Some have gone from <$150k to >$50M in a few years with no ramp. It flips your life plans upside down. For some, comparison is the thief of joy. For some, they escape to NYC to "live life". For others still, they start companies "just cuz", often to win status points. They never imagined that by age 30, they'd be set. I once asked a post-economic founder friend why they didn't just sell the co and they said "and do what? right now, everyone wants to talk to me. if i sell, I will only have money."
I understand that many reading this scoff at the champagne problems of the valley. Society is warped in this tech bubble. What is often well-off anywhere else in the world is bang average here.
Unlike many other places, tenure, intelligence and hard work can be loosely correlated with outcomes in the Bay. Living through a societally transformative gold rush in that environment can be paralyzing. "Am I in the right place? Should I move? Is there time still left? Am I gonna make it?" It psychologically torments many who have moved here in search of "success".
Ironically, a frequent side effect of this torment is to spin up the very products making everyone rich in hopes that you too can vibecode your path to economic enlightenment.
Harvey is valued at $11B. Legora just raised at $5.5B. I built their entire web application in two weeks and I'm making it open-source and free for everyone to use. Say hi to Mike: https://t.co/NdtTt5MSJ2.
When I got the chance to try Harvey and Legora, I was surprised by how simple they were. A thought came to mind: I could probably build something similar in no time at all with Claude. And so I did.
Assistant, project, tabular review and workflows. You get it all without vendor lock-in.
Mike offers law firms an alternative, where they own the application layer and aren't stuck with a vendor they're renewing forever.
You can try Mike in the demo on the website, or go to the GitHub link on the site to download the code and run a local version yourself.
Every firm will need to reconceptualize work as they build agentic systems.
As AI and agents take on more of the execution, the opportunity is to expand human agency and redesign how work gets done.
An in-depth look from the team at what this shift means and key considerations for every business: https://t.co/zi6Ak8ZKeJ