kunal Lodha

in love w generating pixels

[kunal Lodha @twenty2io]

A reminder to self.

[kunal Lodha @twenty2io]

the part I love about building. You live it early. Then the world catches up.

[Andrej Karpathy @karpathy]

This is a new paradigm for interacting with Claude that is significantly more "inline" with all the other human activity org-wide. Once you do all of the under the hood engineering work to make this "just work" (e.g. across tools, integrations, compute environments, memory, security, etc.), Claude basically joins the team in a seamless way - you can talk to it as you would talk to a person and it can help with a very large variety of workloads.

Imo this is the 3rd major redesign of LLM UIUX. The first paradigm was that the LLM is a website you go to, the second was that it is an app you download to your computer. This third one is that it is a self-contained, persistent, asynchronous entity with org-wide tools and context, working alongside teams of humans. It really takes a while to wrap your head around it, but it works and it is awesome.

[kunal Lodha @twenty2io]

Fable died for this.

[kunal Lodha @twenty2io]

wtf

[Anthropic @AnthropicAI]

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.

The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.

Access to all other Claude models is not affected.

We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.

Read our full statement: https://t.co/bwn0sximKZ

[kunal Lodha @twenty2io]

feels like no one wants it this way.

[kunal Lodha @twenty2io]

Hot take:

AI labs should release the API first and do the announcement later.

[kunal Lodha @twenty2io]

Hot take:

AI labs should release the API first and do the announcement later.

[Elon Musk @elonmusk]

Humans using Mythos as seen by Mythos

[kunal Lodha @twenty2io]

@Vtrivedy10 Damn

[kunal Lodha @twenty2io]

need someone who can make a product explainer video
motion graphics + product feel

will pay $1000+

pls DM with your work

[kunal Lodha @twenty2io]

@om_patel5 damnnn

[kunal Lodha @twenty2io]

I feel the same

[Dustin @r0ck3t23]

Elon Musk thinks the entire education system is built on a broken assumption.

That every student should learn the same thing. At the same speed. In the same order. At the same time.

Musk: “Everyone goes through from like 5th grade to 6th grade to 7th grade like it’s an assembly line. But people are not objects on an assembly line.”

The model was designed for a factory economy. Standardized inputs. Predictable outputs.

That economy is gone. The assembly line is gone.

But the education system still runs on its logic.

A student who masters algebra in two weeks sits through eight more weeks because the calendar says so. A student who struggles gets dragged forward because the schedule doesn’t wait.

Neither is being served. Both are being processed.

Musk: “Allow people to progress at the fastest pace that they can or are interested in, in each subject.”

AI doesn’t teach a classroom. It teaches a student.

One at a time. Every time.

It skips what a student already knows. It finds where they’re stuck and approaches it from a different angle.

It adjusts in real time. Not at the end of a semester when the damage is already done.

A student obsessed with basketball learns fractions through shooting percentages. A student who builds in Minecraft learns geometry through architecture.

The subject doesn’t change. The entry point does.

No teacher with thirty students can do this. Not because they lack skill.

Because the math doesn’t work.

AI doesn’t have that constraint.

Musk: “You do not need to tell your kid to play video games. They will play video games on autopilot all day. So if you can make it interactive and engaging, then you can make education far more compelling.”

The brain isn’t broken. The format is.

Kids learn complex systems and strategic thinking for hours voluntarily. Then walk into a classroom and can’t focus for twenty minutes.

That’s not a discipline problem. That’s a design problem.

Musk: “A university education is often unnecessary. You probably learn the vast majority of what you’re going to learn there in the first two years. And most of it is from your classmates.”

Four years. Six figures of debt.

And the real value comes from the people sitting next to you. Not the institution charging you.

The degree doesn’t certify knowledge. It certifies endurance.

Musk: “If the goal is to start a company, I would say no point in finishing college.”

The system was built to train employees. If you’re not trying to be one, it has nothing left to offer you.

Every lecture. Every textbook. Every curriculum. Now available instantly. Personalized to any learner. Adapted to any pace.

The question isn’t whether the old model survives.

It’s how long we keep forcing students through it while the replacement already exists.

[kunal Lodha @twenty2io]

those asking why i shifted from
building saas to agency first

this.

[kunal Lodha @twenty2io]

my shift from product to this wasn’t random

i’ve seen enough

Greg is 100% right
this is where the $

[GREG ISENBERG @gregisenberg]

THE CLEAREST PATH TO A $10M+ SOFTWARE EXIT in 2 YEARS (with AI and agents)

building an agency right now is one of the most interesting business moves

the productized agency had its moment in 2022. it collapsed because scaling humans is a nightmare. inconsistent output, people quitting, margins getting crushed. most of the founders (and creators) who tried it got burned and moved on

but the thesis was right. the labor problem is just solved now with AI, claude code, openclaw etc.

here's the actual playbook i'd run today:

pick one painful deliverable for one specific buyer. like SEO content for e-commerce brands doing $1M+ but not "marketing."

or like ad creatives for DTC brands spending $50k/month on meta. one thing. one customer. that's it

then you build the AI workflow behind it.

you're selling an outcome on a monthly retainer. $3-5k/month. 80%+ margins because your cost is compute and a few hours of QA

"BuT tHaT'S nOt a BiG bUsInnesS"

okay but you're still swinging for the fences

because the agency IS the research and development for your agent SaaS

every client is paying you to figure out what to automate. you're learning what breaks, what scales, what customers actually want.

by month 4 you know exactly what to productize. you build the software on top of the workflow you've already proven works and already have customers paying for

agency funds the agent SaaS. SaaS scales without the agency overhead. the clients become your first software customers

now let's talk about what this actually looks like financially

year 1: 10 clients at $4k/month. $480k revenue. 2 people. maybe $80k in costs including compute, tools, one part time VA. you're taking home $400k between two people while building the software in the background

year 2: you launch the software. your 10 agency clients are the first to convert. they already trust you. they've seen the output. you charge $800/month for the software version. now you have recurring software revenue AND the agency still running

year 3: agency is winding down or running on autopilot. software has 200 customers at $800/month. that's $1.9M ARR. 2-3 person team. 85% margins. you are now a very attractive acquisition target

the exit math is interesting. SaaS at $1.9M ARR with strong retention trades at 5-8x revenue. that's a $10-15M exit for something two people built in 3 years starting with zero VC

CAVEAT:

Startups are hard. A lot needs to go right.

But from a framework perspective, I think this probably the lowest risk, highest reward option for lots of of folks

and most of the businesses cost $0 to start

basically

this is the most capital efficient path to a software exit that exists right now

happy building

[kunal Lodha @twenty2io]

🤣

[kunal Lodha @twenty2io]

I made this even before OpenClaw, and i call it Ronny (my nickname at home).

He’s my smarter alter ego.

[Garry Tan @garrytan]

I'm telling most everyone I know that they should build a personal OpenClaw

[Garry Tan @garrytan]

For agentic systems founders and dev tools founders:

People do not want to pay for raw markdown and they shouldn't have to.

But they may pay for orchestration, hosting, updates, collaboration, portability, analytics, and managed execution.

These can be great businesses.

[kunal Lodha @twenty2io]

I used grok Imagine, its insanely good but I need one feature first & last frame animation for consistent videos

anyone else waiting on this?
@elonmusk wdyt

[kunal Lodha @twenty2io]

tried detailed prompts on Kling v3, output was good but it kept doing extra things I didn't ask for. v2.6 is more stable.

[kunal Lodha @twenty2io]

Generating pixels is easy. Generating the right pixel is hard.

[kunal Lodha @twenty2io]

Top 10% is a strange place to be.

Heard back from Y Combinator today.

Good enough to notice, not good enough.