I’m excited about the AllBirds AI pivot because this is the first completely pure act of retardmaxxing in the public markets and I’m so on board with watching that journey play out.
Exploring random topics, driven by your own curiosity, is the most valuable form of learning. This is where the real outlier ideas come from. Whereas running a startup is the intellectual equivalent of being dragged by a horse.
Statistical Rethinking 2026 is done: 20 new lectures emphasizing logical & critical statistical workflow, from basics of probability to causal inference to reliable computation to sensitivity. It's all free, made just for you. Lecture list & links: https://t.co/jFpoiNC6oW
It is hard to communicate how much programming has changed due to AI in the last 2 months: not gradually and over time in the "progress as usual" way, but specifically this last December. There are a number of asterisks but imo coding agents basically didn’t work before December and basically work since - the models have significantly higher quality, long-term coherence and tenacity and they can power through large and long tasks, well past enough that it is extremely disruptive to the default programming workflow.
Just to give an example, over the weekend I was building a local video analysis dashboard for the cameras of my home so I wrote: “Here is the local IP and username/password of my DGX Spark. Log in, set up ssh keys, set up vLLM, download and bench Qwen3-VL, set up a server endpoint to inference videos, a basic web ui dashboard, test everything, set it up with systemd, record memory notes for yourself and write up a markdown report for me”. The agent went off for ~30 minutes, ran into multiple issues, researched solutions online, resolved them one by one, wrote the code, tested it, debugged it, set up the services, and came back with the report and it was just done. I didn’t touch anything. All of this could easily have been a weekend project just 3 months ago but today it’s something you kick off and forget about for 30 minutes.
As a result, programming is becoming unrecognizable. You’re not typing computer code into an editor like the way things were since computers were invented, that era is over. You're spinning up AI agents, giving them tasks *in English* and managing and reviewing their work in parallel. The biggest prize is in figuring out how you can keep ascending the layers of abstraction to set up long-running orchestrator Claws with all of the right tools, memory and instructions that productively manage multiple parallel Code instances for you. The leverage achievable via top tier "agentic engineering" feels very high right now.
It’s not perfect, it needs high-level direction, judgement, taste, oversight, iteration and hints and ideas. It works a lot better in some scenarios than others (e.g. especially for tasks that are well-specified and where you can verify/test functionality). The key is to build intuition to decompose the task just right to hand off the parts that work and help out around the edges. But imo, this is nowhere near "business as usual" time in software.
A lot of people quote tweeted this as 1 year anniversary of vibe coding. Some retrospective -
I've had a Twitter account for 17 years now (omg) and I still can't predict my tweet engagement basically at all. This was a shower of thoughts throwaway tweet that I just fired off without thinking but somehow it minted a fitting name at the right moment for something that a lot of people were feeling at the same time, so here we are: vibe coding is now mentioned on my Wikipedia as a major memetic "contribution" and even its article is longer. lol
The one thing I'd add is that at the time, LLM capability was low enough that you'd mostly use vibe coding for fun throwaway projects, demos and explorations. It was good fun and it almost worked. Today (1 year later), programming via LLM agents is increasingly becoming a default workflow for professionals, except with more oversight and scrutiny. The goal is to claim the leverage from the use of agents but without any compromise on the quality of the software. Many people have tried to come up with a better name for this to differentiate it from vibe coding, personally my current favorite "agentic engineering":
- "agentic" because the new default is that you are not writing the code directly 99% of the time, you are orchestrating agents who do and acting as oversight.
- "engineering" to emphasize that there is an art & science and expertise to it. It's something you can learn and become better at, with its own depth of a different kind.
In 2026, we're likely to see continued improvements on both the model layer and the new agent layer. I feel excited about the product of the two and another year of progress.
13/ A final tip: probably the most important thing to get great results out of Claude Code -- give Claude a way to verify its work. If Claude has that feedback loop, it will 2-3x the quality of the final result.
Claude tests every single change I land to https://t.co/pEWPQoSq5t using the Claude Chrome extension. It opens a browser, tests the UI, and iterates until the code works and the UX feels good.
Verification looks different for each domain. It might be as simple as running a bash command, or running a test suite, or testing the app in a browser or phone simulator. Make sure to invest in making this rock-solid.
https://t.co/m7wwQUmp1C
I took delivery of a beautiful new shiny HW4 Tesla Model X today, so I immediately took it out for an FSD test drive, a bit like I used to do almost daily for 5 years. Basically... I'm amazed - it drives really, really well, smooth, confident, noticeably better than what I'm used to on HW3 (my previous car) and eons ahead of the version I remember driving up highway 280 on my first day at Tesla ~9 years ago, where I had to intervene every time the road mildly curved or sloped. (note this is v13, my car hasn't been offered the latest v14 yet)
On the highway, I felt like a passenger in some super high tech Maglev train pod - the car is locked in the center of the lane while I'm looking out from Model X's higher vantage point and its panoramic front window, listening to the (incredible) sound system, or chatting with Grok. On city streets, the car casually handled a number of tricky scenarios that I remember losing sleep over just a few years ago. It negotiated incoming cars in tight lanes, it gracefully went around construction and temporarily in-lane stationary cars, it correctly timed tricky left turns with incoming traffic from both sides, it gracefully gave way to the car that went out of order in the 4-way stop sign, it found a way to squeeze into a bumper to bumper traffic to make its turn, it overtook the bus that was loading passengers but still stopped for the stop sign that was blocked by the bus, and at the end of the route it circled around a parking lot, found a spot and... parked. Basically a flawless drive.
For context, I'm used to going out for a brief test drive around the neighborhood to return with 20 clips of things that could be improved. It's new for me to do just that and exactly like I used to, but come back with nothing. Perfect drive, no notes. I expect there's still more work for the team in the long march of 9s, but it's just so cool to see that we're beyond finding issues on any individual ~1 hour drive around the neighborhood, you actually have to go to the fleet and mine them. Back then, I processed the incredible promise of vehicle autonomy at scale (in the fully scaleable, vision only, end-to-end Tesla way) only intellectually, but now it is possible to feel it intuitively too if you just go out for a drive. Wait, of course surround video stream at 60Hz processed by a fully dedicated "driving brain" neural net will work, and it will be so much better and safer than a human driver. Did anyone else think otherwise?
I also watched @aelluswamy 's new ICCV25 talk last week (https://t.co/RdaM23kvez) that hints at some of the recent under the hood technical components driving this progress. Sensor streams (videos, maps, kinematics, audio, ...) over long contexts (e.g. ~30 seconds) go into a big neural net, steering/acceleration comes out, optionally with visualization auxiliary data. This is the dream of the complete Software 1.0 -> Software 2.0 re-write that scales fully with data streaming from millions of cars in the fleet and the compute capacity of your chip, not some engineer's clever new DoubleParkedCarHandler C++ abstraction with undefined test-time characteristics of memory and runtime. There's a lot more hints in the video on where things are going with the emerging "robotics+AI at scale stack". World reconstructors, world simulators "dreaming" dynamics, RL, all of these components general, foundational, neural net based, how the car is really just one kind of robot... are people getting this yet?
Huge congrats to the team - you're building magic objects of the future, you rock! And I love my car <3.
NYSRG is back for November, this month we'll be reading about data! Personally looking forward to this because there's been a tremendous amount of data systems and adjacent work in the past few years :)
We will try out some new meeting locations / hosting in NYC
Founders often come to me for advice. (Why? I haven’t a clue.)
Still, I take these calls, and I wanted to share some of my most frequently shared advice to consumer tech companies:
Don't build a startup in education.
It's a regulated market where most money goes to teachers. There's limited demand for what people want to learn outside formal education. We succeeded with Duolingo, but we're the exception, not the rule.
In consumer tech, the only metric that matters is retention.
How many people come back the next day matters the most. Not growth rate. Not revenue. Your success ultimately depends on this one number. Retention is the best proxy for product quality.
Start with a mission, not money.
Founders who build to get rich rarely succeed at the scale of those who solve a real problem they care about. Paradoxically, the people who care least about making money often make the most.
Just build. Stop overanalyzing.
Second-time founders see all the ways that things can go wrong. First-time founders who don't know better have nothing to lose - and that's an advantage.
Quite a long journey, but @modal has indeed made it. I guess I can now say that I've taken a company from pre-product to $1B
Kind of insane to think abt
Wrote up some impressions from my AI safety course so far. Top ones are:
1. Students are amazing
2. I am bad at time management.
https://t.co/dPk082lSMT