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I asked people: "which robotics labs and startups have the highest talent density?" 28 votes: Physical Intelligence (@hausman_k, @svlevine, @chelseabfinn, @adnan_esm, @brian_ichter, @QuanVng, @lachygroom) 18 votes: Generalist (@peteflorence, @andyzengineer, Andrew Barry) 9 votes: Sunday (@tonyzzhao, @chichengcc) 6 votes: Skild AI (@deepakpathak, @gupta_abhinav_) 4 votes: Dyna (@Lindon_Gao, @YorkYang5050, @JasonMa2020) 3 votes: Bracket Bot (@sincethestudy) 3 votes: OpenAI Robotics (@model_mechanic, @PengchuanZ, @ChengshuEricLi) 2 votes: 1X (@BerntBornich) 2 votes: The Bot Company (@kvogt, @pariljain, @lukeholoubek) 2 votes: Figure (@adcock_brett) 2 votes: Genesis (@zhou_xian_, @theo_gervet, @johnsonwang0810) 2 votes: Prometheus (@JeffBezos, @vik_bajaj, @sherjilozair, @wgussml, Alex Graves) 2 votes: Robocurve (@chooi_jeq) 2 votes: Tesla (@elonmusk) 2 votes: Weave Robotics (@kaandogrusoz, @evan_wineland) People couldn't pick a company they work at or founded. Disclosure: I'm a small investor in Physical Intelligence. I didn't vote.

Opus 5.5 is incredible at instructional video generation. I made this launch video for a inference startup in 1min for ~$2. Videos like these used to take weeks if not months and a lot of coordination with agencies and 1000x the costs. Humans broadly prefer video to text. This changes the substrate of communication. These videos actually help communicate technical ideas in seconds (photorealistic video gen like Seedance is not very useful here). - changes how often marketing should be talking about products and launches - change how sales people can talk about technical products to their customers - allow technical people to easily explain concepts internally without long docs And thats just scratching the surface within startups. Prompt: “make a modern slick and punchy video for a modern startup that works on inference”

patterns in the ai startups that blow up if you advise enough companies, take enough founder calls, watch enough launches, you start to see repeating structures here’s the blueprint all of them share: 1. a relentless launch cadence they never shut up one of my clients launched every wednesday higgsfield launches 2-3x/wk always manufacturing something to talk about 2. one channel = unfair advantage they’re active everywhere but one channel carries them 3. a founder who’s the face the founder is the loudest account in the company weekly podcasts. vlogs. clip & ugc farms people know the product bc they know the founder 4. volume over perfection they never post and chill out they tell the same story 100 times for every post that does 10k views, another does 10m 5. no fear of price the loudest ai companies don’t negotiate they spray higgsfield is a perfect example of crazy budgets 6. a second motion once plg breaks elevenlabs is around $500m arr i believe the first $300m came from plg the rest came from enterprise, now 50/50 ish 7. omnipresence over roi on most channels they stop asking about direct roi they ask how the whole entire planet hears abt them scroll anywhere & they’re there they think blended CAC growth at the highest level isn’t random it’s a pattern repeated by everyone with skin in the game once you see it. you can’t unsee it.

Mert on why you build on Solana, live at Solana Summit Serbia: "You really don't have another choice today. There is no chain that can do more scale, that has incubated more startups disproportionately given the market cap, that has all the liquidity concentrated in one venue." "Core devs are already bringing block times down to 300 milliseconds, which was 400 a few weeks ago. More activity onchain means more financial activity, more users, more startups, more funding. It's the flywheel of creating the Silicon Valley." "Why Solana? It's by far the best in scalability, performance, and startup ethos. Failing is accepted here because you can just get up and try again." "And we have some pretty good memes." @mert @SuperteamBLKN @SolanaSummitOrg

accounts you need to follow @karpathy = LLMs king 👑 @steipete = built OpenClaw (now at OpenAI) @levelsio = indie startups king @marclou = SaaS + MRR king @gregisenberg = startup ideas king @rileybrown = vibecoding king @jackfriks = solo apps king @godofprompt = prompt king @EXM7777 = AI ops + systems king @eptwts = AI money twitter king @AmirMushich = AI ads king @0xROAS = AI UGCs king @egeberkina = AI images king @MengTo = AI landing pages king @corbin_braun = Cursor / AI coding king Follow them and learn

Grok Bot just killed 1,000 startups. Each Bot gets its own computer. It learns your workflows, uses your apps, and works while you sleep. Grok just became your 24/7 AI employee.

I talked to a founder today who's doing a software startup after two previous hardware startups. He's so much more relaxed that he seems a different person. Hardware is hard. It's at least possible now, but it's still hard.

China’s robotics startups are starting to invest in other companies while they’re still only at the Series A stage themselves. And another pattern is starting to appear: companies that were invested in are now turning around and investing in others. AgiBot → PsiBot → Mifeng Technology → KONVERY 29 embodied AI companies have already made 125 external investment deals. I think this says a lot about how fast the sector is moving in China: Companies don’t want to wait years to build every capability in-house. They’re using capital to lock in technologies, teams, and supply-chain positions early.

San Francisco’s @fdotinc launched 95 startups tonight. Here are two and the brochure where you can see just how varied the startups are. Here are two of them: one building a cool robot for 3D printers. This $500 arm makes a $1,500 printer a lot more useful. It takes the finished product out so it can print another. And the second is a drone that attaches to power lines. Nerdy times on a Friday night!