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@harrystebbings
🎤 @twentyminutevc, 🏦 @20vcfund, @projecteurope_😇 @fuseenergy @linear @wearelegora @factoryai @lovable @airwallex @mercor_ai @workos @fomo @fireworksAI_HQ
AI
jasoncrawford describes trouble getting Siri to understand his alarms, while HarryStebbings criticizes its pulldown and features.
World & Business
DoorDash employees aren't allowed to connect with future Instacart colleagues on LinkedIn before the deal closes.
AI
Modal CEO Erik Bernhardsson argues that selling AI inference alone will become a commodity business, requiring products around it.
AI
Anthropic says its registration statement is not yet effective, so securities cannot be sold or offers to buy accepted.
AI
In notes on their discussion, Harry Stebbings says Naveen Rao predicts a $10 trillion inference market within 10 years.
AI
The 20VC episode weighs startup valuations and the case for code review over code generation.
YouTubeAI
In HarryStebbings's recap, investor Sameer (@spdholakia) sees tougher prospects for venture firms between giants and specialists.
AI
A post recounting a talk with founder Harrison Chase says the share fell over two months as token use rose.
AI
Ben Horowitz says scarce GPUs and rising data-center costs favor CoreWeave despite tough debt markets.
AI
A tech show host says the industry produced roughly 20 such companies per decade for five decades.
AI
A user quotes @mcannonbrookes arguing that firms that fine-tune Chinese models haven’t trained their own from scratch.
AI
A quoted speaker suggests people may get used to entirely synthetic content, while artisanal-crafted work could stand out more.
XAI
A tech-week roundup says Vercel has reached $600 million in annual recurring revenue.
AI
Hone says chatbots give answers and agents do tasks, while its Engines deliver outcomes.
XAI
An essay argues that falling prices and surging token use favor platforms that control distribution over benchmark-leading labs.
AI
Menlo describes Factory as a platform for automating software development beyond code generation, with shared context and governance.
AI
A post praises Menlo’s work with Lovable, Higgsfield and Legora and shares seven takeaways from a venture-capital interview.
AI
In separate X posts, Harry Stebbings predicted incumbent-led acquisitions in customer-support AI, Jason Lemkin questioned which incumbents would buy, and Brianne Kimmel pointed to voice and Zendesk’s Forethought deal.
AI
Crusoe’s Chase Lochmiller says it is building an “AI super major” across upstream, midstream and downstream.
XAI
Harry Stebbings quotes Chase Lochmiller saying his team made a power distribution center in 28 weeks despite a 100-week lead time.
