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Hot take… isn’t it kinda crazy that nobody is really using AI Agents? I don’t mean software engineers or AI early adopters. I mean “college friends talking about it in group chat,” the feeling you got when everyone started using Instagram or TikTok. These frontier AI models are *insane* (as are the harnesses & tool calls & the like). And every large tech co has an AI agents platform, not to mention all the YC startups doing vertical agents. Yet all of your friends and family outside of tech — who spend all day staring at their iPhones and get paid to work in browser tabs — don’t really care or find themselves using any AI agents yet. Yes ChatGPT, Claude, etc. are extremely popular… but if you look at the engagement data the vast majority of people are still using these aI chat tools like a glorified Google + Grammarly. That’s why the AGI labs are all pushing desktop apps for Codex, Cowork, etc. so hard to non-technical ppl. And yes exceptions for lawyers and customer service but even those have some asterisks and exceptions to rule. Look I’m not saying the ChatGPT moment for AI Agents is not coming… it most definitely is! Remember we pivoted from Arc to Dia precisely because we believe computing is going to be radically reimagined around these AI primitives. No doubt. But that’s my point: it’s just so surprising it hasn’t happened yet because all of the tech you’d need is there. Again if you stop for a second and think about it… for all the press and money and hype and models and crazy ARR numbers… this “AI Agent” moment does not *feel* like the other breakthrough tech moments we’ve lived through (e.g. think the shift to Stories via Snapchat & Instagram, or shift to on-demand via Uber/Airbnb/Doordash). Which is a long way of saying: if you can figure out the answer to “why” most people don’t care about AI agents yet (and have no enduring interest in using them) — especially since the models and harnesses are here and ready — the answer to that question will allow you to capture a lot of marketshare and make a lot of money in 2027. Theoretically, the tech is ready for AI Agents to totally transform how we work and live our lives… but alas the general public dgaf… that’s the generational puzzle to solve for the next 12 months for anyone not working on the models themselves.

Grok Build keeps getting smarter.....this update expands Auto mode, gives developers more control over Bash permissions, speeds up /btw, and makes long conversations easier to navigate Release Notes: v0.2.119 Features: • Always allow for bash commands now lets you edit a free-form glob pattern instead of only word-prefix scopes. • Long responses now show a clickable arrow that jumps back to the start of the answer. • Auto mode now auto-approves more common read-only git commands and harmless file appends. • Plan previews now show Mermaid diagram buttons (Open Image, Copy Image Path, Copy Source). Bug Fixes: • Gateway connections now detect and recover from dead sockets more reliably. • Question cards now let you Tab through answers instead of losing focus to the scrollback. • Resume picker no longer tries to load a session from pasted garbage when you press Enter. • Background task completion messages no longer grow unbounded when the task produced a huge log. • Plan viewer scrollbar now responds to clicks on the border column and renders without dark stripes in • Expired external auth provider credentials now correctly trigger the interactive sign-in flow instead of a silent 401 loop. Performance: • /btw side questions now reuse the parent session’s cached prefix for faster responses. • Doctor and tmux-backed startup are now faster when no live tmux processes remain.

A recent YC startup spent 250k on a domain. I was slightly shocked. But when I asked how much they raised after YC, the answer was 6.5m. So 1/26 of their round. This is the time we live in; one shocking number counterbalances the other.

人这一辈子只要呆过那种10人以内高ARR的小团队人生就完了。 出去以后发现大公司的同事虽然穷但是敢生孩子还要wl balance，intern（真）上手比弱智还慢，写sop开会手把手教千叮咛万嘱咐还能出幺蛾子，老板有阅读障碍要你画ppt，喜欢招一堆便宜货还以为挖到宝了，下属能摸则摸好日子不过非要定个kpi才能好好交付，一天会议排满一个会一小时打底大部分时间都是聊nonsense。 big corporate shit 已经引不起你皮质醇的任何波动，你发现离开startup，你的内心彻底平静了，因为你阳痿了。

Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers get more pushback, energized land can explode in value. Very bullish here. I’ve stepped into this layer very aggressively. My partner @anitavlallian and I have acquired almost 6GW coming online in a ramp from today thru 2029 of grid power and behind the meter. 2. Silicon - I helped get @GroqInc off the ground in 2015 and we licensed it to @nvidia for $20B Dec2025. I won’t invest or incubate anything in this layer now. The perf demands of the chips are too high, manufacturing precision is too complex and supply chain influence to get adjacent components like memory isn’t possible for a startup anymore. Lots of capital will be wasted here chasing Groq and Cerebras’ success. Note that both startups made sense a decade ago when these constraints were much more modest. 3. Clouds - Clouds are very very lucrative but very hard to build and very expensive and technically complicated to maintain. And as alignment becomes a more important issue, I expect the clouds will be asked to build robust KYC and attest to it. This makes the risk:reward ratio skewed. I don’t want to be responsible when the USG says a cloud allowed a bad actor to do something bad because of poor KYC. 4. Models are complicated. The big open question is how much of the revenue being generated by them today is because of tokenmaxxing and poor model behavior. If it’s a lot, then the annualized revenues will diminish meaningfully even as token consumption inflects upwards. This is the big economic question at this layer. 5. Harnesses are where the action is and why I started @8090solutions two years ago. In a nutshell, the harness helps enterprises owns their proprietary context (what Alex Karp calls their ‘alpha’). This is an enterprise’s data, workflows, evals, and business rules. A harness that gives this to an enterprise is what creates very low model-agnostic switching costs, which further reinforces my views of #4# above. 6. Applications will be another long term winner along with harnesses. This is where the differentiation between “off the shelf” and “custom time and materials” melts away. Every company, with the right harness, can now imbue their alpha into the software that runs their company. I expect this to mean that “off the shelf” is largely replaced with custom software creating a huge opportunity to write these solutions for companies. Build once and sell repeatedly is a laggard GTM motion for a SaaS world that isn’t needed here. Think custom by design, alpha embedded, proprietary by nature. Fin. Good luck to all the players!

I made $98,417 in July 2026. ⭐️ TrustMRR — $44K 📈 DataFast — $26K 🏴‍☠️ Ship or Die — $13K 🧑‍💻 CodeFast — $6K 🐥 Twitter — $4K ⚡️ ShipFast — $4K 🍜 Indie Page — $785 🛡️ ByeDispute — $132 🦐 SuperShrimp — $187 🧾 Zenvoice — $69 🎞️ YouTube — $102 🌱 HabitsGarden — $104 📚 WorkbookPDF — $38 ✂️ Margins: ~85% All-time high for my SaaS and my startup marketplace. Everything is built, designed, and promoted with my little hands while spending 2 hours a day in the gym, closing the laptop at 6 pm, and sleeping 8 hours. Keep going!

Interesting trend: CTO/ Head of Eng / VPE folks at startups and mid-sized companies are... leaving / burning out. Hiring for these roles is HARD, but even after filling the role, they will often leave a few months later and take a career break And they have v good reasons

'商业相关'的： /startup — 把想法变成完整商业计划 /validate — 测试想法的可行性和市场潜力 /monetize — 提供赚钱方案 /offer — 帮你打造难以拒绝的方案 /pricing — 建议合理价格并解释原因 /funnel — 设计从感兴趣到下单的全流程 '高阶用户工具'： /truth — 只说确定的，不瞎猜 /sources — 提供信息源 /assumptions — 列出推理的假设前提 /alt — 给三个方案而不是一个 /steelman — 展示想法最强有力的论证 /x10 — 加强分析深度