New USVC Investment:
We just bought a position in Anduril at the Series H price
America turns 250 this week and Anduril is our bet on America's ability to make things again
Here's why we invested in one of the most important private companies in America today:
@samhogan Super cool concept!!! Your approach to evals is worth calling out upfront though - most teams are not already happy with their current agent behavior (or shouldn’t be) so having some human calibration would make the results way more trustworthy
93% of technical execs we surveyed are alarmed about vibe-coded apps in their orgs.
Today we’re shipping the biggest update in @retool's history. One governed runtime for all of it.
There are some substackers/podcasters I liked following whose content has become claudeslop .. the substance and insight might be there but the writing is just so much worse than their previous bests and it makes me sad.
I feel an odd sense of loss and dismay as someone who loves reading well written thoughts.
@spenserskates hello Wave! Love this direction for Amplitude - honestly product data is the only way to push back on the deluge of slop code and slop features inundating all of us right now. It's great agentic coding is "solved" but we really really need agentic "product"
Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor.
It’s happening faster than we thought, and the implications deserve greater attention. https://t.co/OVVPJO7VQx
To get good animations from an AI you need to get good at telling it what you want:
- "stagger this list of items"
- "make this animation direction-aware"
- "spacial consistency", "crossfade", "layout animation",
I made a motion vocabulary for this:
https://t.co/ExAxpr31no
Fabulous post on the PM craft, couldn’t agree more. Especially the fact that AI as a source of leverage has shown us how mediocre most PM work has become.
I see so many who have completely lost touch with their product’s actual full user experience, from facing friction in the moment of consideration to yelling at AI bots that don’t work.
@AndrewCurran_ Hm. So the PE firms are going to sell their own AI service to the companies they have a stake in..? Yet another value extraction channel I guess. Nothing could go wrong for the employees.
building AI evals right now feels like CI/CD in 2012..
everyone knows they need it. everyone agrees on what great can be in theory but almost no one actually does it... and the tooling is just barely past the vibes stage.
the companies that figure out eval pipelines (converting production issues into real tests) will ship better AI products 10x faster than the ones running on optimism.
it also take a certain mindset to do this well... most teams just don't want to admit their baby could look prettier .. their evals test for life rather than excellence