Loading activity…
@harrystebbings
🎤 @twentyminutevc, 🏦 @20vcfund, @projecteurope_😇 @fuseenergy @linear @wearelegora @factoryai @lovable @airwallex @mercor_ai @workos @fomo @fireworksAI_HQ
AI
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
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.
AI
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.
AI
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.
AI
Harry Stebbings quotes Chase Lochmiller saying his team made a power distribution center in 28 weeks despite a 100-week lead time.
AI
The author of a New York Times Opinion chart calls routine office jobs AI's losers and data-center trades its winners.
AI
A podcast host quotes a guest who says assistants can act across the third-party internet, not just chat.
AI
A post quotes @paraga arguing that spending more compute on web search can save compute on the model, but the balance depends on how costly the model is to run.
AI
In a quote shared by Harry Stebbings, @paraga argues that ads do not work for agents in their current form: agents read content without anyone seeing the ads.
AI
The Rundown AI highlights that comparison in its September 29 AI roundup, alongside a quick test for choosing a Claude model.
AI
A user argues that companies raising venture capital for compute deals rather than taking on debt may lack confidence in pricing.
AI
An investor at SaaStr Fund says they're also one of the first 10-ish customers.
