@wangandrewd and I wrote some thoughts on agent harnesses, optionality, and where we believe the industry is headed. Read it here: https://t.co/OMlkh2NOnQ
@amir@_Reeesh I think we're within 6 months where this flips. We went from cursor to claude code to codex to now seriously planning for open source in the last 6 months. The growth demanded by these companies naturally is not aligned with users
Models are RL'd for code. Writing isn't native. The labs aren't going to fix it for you.
AI writing is an abstraction problem: edit the spec, not the prose. Concept before structure before line.
Two months of learning — wrote this with the system it describes:
@buccocapital The reverse is true too. If you have a job where there is no clarity on what being giga AI pilled is, you can remain blissfully ignorant for a while longer
A VC's entire job is diversification. Spread bets, never concentrate. Brian McGrath just did the opposite. He left his GP seat at Ribbit Capital (Coinbase, Robinhood, Nubank) to join us full-time as Executive Chairman. Not a new company, one he's been on our board for seven years. He had more information than anyone and his answer was to go all in. I can't find another example of a GP at a top-tier software VC doing this. If it's happened, someone show me. His line: "To say Valon does mortgage servicing software is like saying Amazon sells books." $13T market, 1980s technology. We hired 27 people last month. 350 applicants in 24 hours for one role. People choosing us over OpenAI and Palantir. People who see it up close don't leave.
https://t.co/jm0xKbOu1C
Today in Axios Pro Rata:
Brian McGrath has joined us at @Valon_ai as executive chairman, coming over from Ribbit Capital, the GOAT fintech investors
The plan: kill sleepy incumbents responsible for trillions in mortgage debt with our fully autonomous fintech dreadnought