Andrew Wang

CEO/Co-founder of Valon. Ex-mortgage/fintech investment professional. Tech/legal/tax geek. linkedin:

[Andrew Wang @wangandrewd]

NOPUS June begins

[Andrew Wang @wangandrewd]

IYKYK

[Andrew Wang @wangandrewd]

Prediction: Valon will have 1 in 2 mortgages on ValonOS in the next 3 years

[Hugh Han @_hughhan]

@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

[Andrew Wang @wangandrewd]

@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

[Andrew Wang @wangandrewd]

Now testing cursor harness with our own vertex hosted Kimi2.6. Cost $20/mo + GPUs + whatever their token rate is... cuts my cost down probably 90+%?

[Andrew Wang @wangandrewd]

Writing non-slop is easier than you think

[Jake Mintz @jakemintz]

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:

[Andrew Wang @wangandrewd]

@zaygranet I have in fact switched to codex

[Andrew Wang @wangandrewd]

Everyone not a model company needs to be ready to have their own harness (opensource ok) and be model agnostic within the next 6 months

[Andrew Wang @wangandrewd]

@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

[Andrew Wang @wangandrewd]

@t_blom @garrytan This is the hidden trap of all deploycos. The world is subject to token mining now

[Jake Mintz @jakemintz]

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

[Kyle Russell @kylebrussell]

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

[Andrew Wang @wangandrewd]

everyone is getting well written complaints

[Andrew Wang @wangandrewd]

People are underpricing the compliance / cyber token warfare that will subsidized by the labs

[Andrew Wang @wangandrewd]

now put this on steroids also with compliance

[Andrew Wang @wangandrewd]

https://t.co/QHCyNLgAPv

[Will Quist @wquist]

Seems like a good day to bump this...

[Sar Haribhakti @sarthakgh]

“The tax code has a hundred ways to protect wealth you were born into. Only one protects wealth you created. New York wants to eliminate it.”

[Andrew Wang @wangandrewd]

@dhaber @Partnership4NYC this is absurd

[Andrew Wang @wangandrewd]

im telling yall, petri dish is how you compete. human brain compute is more energy/cost efficient!