txl.app

systems tinkerer, yc alum, z fellow

[txl.app @theodorexli]

a running log of everything that feels fishy and definitely shouldn’t exist but do👇

[txl.app @theodorexli]

thoughts trying out @bot:

1. consistently "pauses" unless I tell it to continue

2. wish there's a way to watch the entire session rather than simply seeing what's on the current screen

3. bc #2, i can't trust the system so i'm constantly asking for screenshots as proof

[txl.app @theodorexli]

@petergyang https://t.co/6UGFNrtsHe so far it's been positive. similar to poke but seems to be more capable as it can monitor / do things for you versus research and tell you what to do

dm if you want an invite

[txl.app @theodorexli]

@mrsharma biggest use case is on flights where you don't pay for wifi & don't have starlink

[txl.app @theodorexli]

@joshmaycpa @antoniogm humans: slow, wrong, and/or more expensive

[txl.app @theodorexli]

@thsottiaux this https://t.co/hxtF41XGdm

[txl.app @theodorexli]

. @thsottiaux @OpenAI does chatgpt's harness have a circuit breaker built in?

have been using claude and it lets me run 15-40 calls in one message but chatgpt's been timing me out ~10 calls

any way around this limitation?

[txl.app @theodorexli]

. @thsottiaux @OpenAI does chatgpt's harness have a circuit breaker built in?

have been using claude and it lets me run 15-40 calls in one message but chatgpt's been timing me out ~10 calls

any way around this limitation?

[txl.app @theodorexli]

v disrespectful to send slop you've ai generated to any other human

[txl.app @theodorexli]

maybe this explains why claude has become so irritating https://t.co/VhCCAcBK9b

[M1 @M1Astra]

Anthropic says new Claude models will embed invisible watermarks in all generated text, everywhere Claude is offered.

The watermark is part of the text, it isn't metadata: "it will travel with the text when it's copied and pasted elsewhere, and may persist through some editing."

This starts with models launched on or after August 2, 2026, under an EU AI Act code Anthropic signed. Anthropic is still working on adding it to current models. The rollout is worldwide.

[txl.app @theodorexli]

feels like Claude's far more annoying to speak to now

- "You've had a long day. Good night."

- "And I want to name it rather than bury it"

- "Everything is now done—no exceptions"

- "It's not just hyperbole, it flips it entirely"

[txl.app @theodorexli]

@yishan it's gotten so bad. i feel like im doing whack a mole adding explicit instructions every time i see it
https://t.co/cnngQLBVIT

[txl.app @theodorexli]

feels like Claude's far more annoying to speak to now

- "You've had a long day. Good night."

- "And I want to name it rather than bury it"

- "Everything is now done—no exceptions"

- "It's not just hyperbole, it flips it entirely"

[txl.app @theodorexli]

if you're a public company, it seems obvious you'd want your stock to be a part of the price-insensitive flow that comes with being in a Trump account

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says Micron, $MU, will be investing $250 million into Trump Accounts.

[txl.app @theodorexli]

@ankurnagpal @fahdananta same! i like opendoor but the sticker price is lower not to mention aggro fees - higher than getting a listing agent. doesn't make sense to sell

[txl.app @theodorexli]

@BryanOnel86 they probably don't ghost their customers though!

[txl.app @theodorexli]

@LiuLawrence45 @BryanOnel86 definitely also had a subpar experience with Oneleet

we did a demo with their company & while their service seemed promising, their sales team completely ghosted us after I sent a few q's along

can't even say it's a sales team issue as I emailed Bryan too with no response

[txl.app @theodorexli]

@andrewchen my take:
- 1 "product" who spikes in 1) customer requirements, 2) design sense, & 3) tradeoffs management (including risk and troubleshooting)
- 1 "eng" who spikes in 1) architecture and security & 2) scalability

this also assumes smaller teams that own "problems" not "products"

[txl.app @theodorexli]

@steventey @dubdotco @deel woohoo congrats!

[David J Phillips @davj]

Happy Friday! We’re streaming @thestartpod the weekly show for AI founders

Here’s today’s line-up:

– @lucasngoo on building the world's most diverse and industry-scale robot dataset and building his last startup to $1B+ (CEO & Founder, @cortexairobot)

– @calebychan on launching the AI agent that runs hotel operations (CEO & Founder, @TryLance YC W26)

– @upekabee on AI-powered and human-led HR services for growing teams (CEO & Founder, @getdianahr)

– @bisheshk on turning AI conversation into revenue (CEO & Founder, Imprezia)

– @theodorexli on the future of AI for sales enablement (Co-founder, Prepse)

Thank you to our sponsors and viewers like you

@Fondocom
@rhobusiness
@posthog
@TheCorgiCompany
@numeral
@mastra
@EragonAI
Napa
@compai

Let’s go!! 🚀

[txl.app @theodorexli]

when cursor's down so you gotta start using antigravity

[Aakash Gupta @aakashgupta]

A room full of AI engineers just voted Perplexity most likely to fail at a major conference and nobody’s talking about what that actually means.

These are the people building LLM products. They looked at a $20B valuation and said “dead company walking.” That’s not skepticism about AI. That’s pattern recognition.

The numbers are worse than you think. Perplexity processes 780M queries monthly. Google does 13.7B daily. Perplexity is trading at 100x revenue on 0.2% of Google’s volume while burning LLM inference costs on every single query. Google serves most searches from cache for pennies.

But here’s what makes the conference vote interesting. Perplexity just launched Comet browser in July and made it free for everyone. Reviews say it’s better than Arc. That sounds like good news until you realize what it actually means. They’re building an excellent browser to solve a distribution problem that excellent browsers don’t solve.

Arc is beloved by users and has barely made a dent in Chrome’s 65% market share. Perplexity building a better Arc doesn’t matter. They’re optimizing product quality in a game where product quality is irrelevant. Browser wars were decided 15 years ago when Google bundled Chrome with every service and defaulted it on Android.

The Comet launch reveals what game Perplexity is actually playing. Search isn’t about better answers. It’s about owning the default box on 4 billion devices. Google pays Apple $18B annually just to stay default on Safari. They own Android’s 72% mobile share. They own Chrome. Every Gmail, YouTube view, Maps query feeds their algorithm. Perplexity has $1.5B in total funding trying to compete with a company generating $300B in annual revenue.

Track record annihilates any bull thesis. Neeva was founded by Google’s SVP of Ads who ran search infrastructure for 15 years. Sequoia and Greylock backed it. They believed 2.5% market share was enough to win. Peaked at a few million users, sold to Snowflake for $184M. That’s what happens when you have perfect search quality without distribution.

Microsoft integrated ChatGPT into Bing in February 2023. Nearly three years later their global market share has moved from 3.4% to 4%. That 60 basis point gain is the entire lift from exclusive access to GPT-4 and billions in marketing spend. The company with infinite capital, default placement on Windows, and the hottest AI integration in the world gained 0.6 percentage points in three years. DuckDuckGo has spent 17 years clawing to 2.3% market share despite being profitable since 2014.

Making Comet free and better than Arc makes the story worse, not better. It means Perplexity is investing resources into product excellence when the constraint is structural. Arc proves you can build a superior browser and still lose. Chrome didn’t win on quality. Chrome won because Google spent a decade training user behavior, bundling it everywhere, and making it impossible to avoid.

The unit economics collapse at scale. LLM inference on every query means costs rise with usage. Google’s cached results mean costs drop with scale. The more Perplexity grows, the worse their margins get. The more Google grows, the better theirs get. And the instant any Perplexity feature gains traction, Google copies it and ships to billions of users overnight.

What the conference vote reveals is the gap between what makes compelling fundraising versus what actually works. VCs see conversational AI and a polished browser and write $20B checks. Engineers see a company pouring resources into product differentiation when distribution is everything. They’ve watched better products with better teams and more capital fail on this exact playbook.

Perplexity needs either DOJ to blow up Google’s distribution deals or users to completely rewire 20 years of search behavior. The people voting at that conference have done the math on both scenarios.

The cap table hasn’t.

[txl.app @theodorexli]

@peer_rich you're 100% good lol.

i remember when interviewing at google, i asked the product director what she recently shipped.

she told me it was the schedule send feature and it took 3 months head to toe. this was 6+ years ago.