3 operators covering the hottest tech news Top 50 Technology Pod on @spotify Hosted by @anikamirzaa @priya_kamdar @mayamshahh

San Francisco, CA
The internet recently tried to cancel @nadyaokamoto for being in the office at 1 AM, but she doesn't regret posting her real life: "In my line of work, whether it be content or entrepreneurship, you have to fucking hustle... people aren't investing in you if they don't think you're gonna hustle" "What you also didn't see is that then I slept until 9 AM. I still got eight hours of f*cking sleep" "I did try posting, like, a meditation... and it f*cking flopped. Nobody wanted to see it" @anikamirzaa: "What people get mad about is actually also what they wanna see"
People are wrong about "hustle culture." You need to hustle at the beginning of building almost anything that isn’t mediocre…. You just don’t need to “live there” for life.
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Should candidates get to use AI in interviews? @rvivek answers this using an analogy from aviation @mayamshahh asks: "The belief is that a smart person, once exposed to AI enough, will be able to use AI in the best way possible. And so why test them with AI versus not test them with AI?" Vivek: "If you think about flying, 90% of your flight is flown by AI. But you are not gonna get on a plane with a vibe piloter." "The first round is evaluating you on your fundamentals of aeronautical engineering, which is a set of 100 multiple choice questions. There's no AI. The second is a flight simulator." "I still think most companies will retain one round that is without AI." "Maybe it's just reviewing code… like a code review question gets very popular."
If you’re a developer and can’t spot the bug, you’re probably a vibe coder. Note: Not for vibe coders.
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How do you pick the next Stripe? @cjc joined at employee 28 after meeting @patrickc at a barbecue "I knew nothing about payments. I didn't know what an API was" "if you meet with Patrick Collison, he'll use words that you perhaps have to look up in the dictionary" "a lot of great founders have a very strong vision for what they want to achieve. and that vision has never wavered" "he was most interested in building a great company, not necessarily just a great product" "often it's not the first version of your app that makes you into a really fantastic business. it's what you can evolve into"
Patrick Collison is insanely smart. Feels like he's in a category of one in being a CEO that is also this level of verbally intelligent and insightful
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Linear's COO @cjc on why Linear is NOT 9-9-6 "our founders are late thirties to late forties. they all have kids and have families" "we don't require that people come into the office and show their face and sleep in a nap room, or on a mattress under their desk, to prove that they're doing good work" "they've done the hyper-growth thing. they worked at Uber and Airbnb and Coinbase, and realized you can only do that for so long before you start churning and burning through people" "the idea was to build a culture that is more of a marathon and not a sprint"
Linear clearly has a unique culture, I respect the intentionality with which the company operates More founders should study this example but not as an alternative to the 996. Quiet the opposite. It's to understand that copy cat culture doesn't work Leaders need to figure out what team culture uniquely aligns with the product strategy, customer, category It might be 996 for some very competitive spaces where velocity is king. It might be in person for real world operating environments. Remote first for hyperlocal, etc Intentional culture >> copy cat culture FTW
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> be @nadyaokamoto > use instagram to organize political movements > start a nonprofit at 16 and scale to 800 chapters > run for office at 19 > don't get elected but realize the power of social media > become a published author at 20 > make forbes 30u30 at 21 > start a d2c company August, cross $1M in sales in year one > reconnect with your sisters after 8 years of not talking > grow to 6M+ followers > start using the app Pie to organize your run club Zoomies > get approached by @dunn (prev. exited Bonobos) to become Pie's co-founder > your wedding is in the NYT > work on Pie during your honeymoon because you want people to build community irl Full episode out now!
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.@nikitabier's Intro page lists $7,500 for a 1:1 session. Would you pay to talk to his AI twin instead? One pricing model @sam_kececi has explored for Sentience: people pay to talk to your digital twin, Sentience takes a cut, and you get paid without being on the call. "Sentience takes some cut, and then you actually can profit." Sam gets a lot of inbound from early founders asking for advice himself: "I would love to just take an hour with every single person, but it would just add up like crazy."
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Get the Check retweeted
Anybody can create an output with AI right now. So evaluation can't be about the output anymore. It's about the process: how you got there, the quality of your prompts, how you actually think. From my chat with @mayamshahh on @Getthecheckpod
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Bro 😭😭
Such a sharp take Claude having taste in one dimension explains that whole wave perfectly
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Get the Check retweeted
Thanks for inviting me to the pod. This was fun!
[EPISODE] The first time @rvivek flew internationally, he asked the flight attendant, “This is going to San Francisco, right?” He was on his way to a 10-minute YC interview. He got in, built HackerRank, and helped define how the world hires engineers. Now he’s rebuilding it for the age of AI. Vivek is the co-founder of HackerRank, and he and @mayamshahh chatted about: >How tech interviews evolved from Microsoft’s golf ball questions to AI agent orchestration >Why HackerRank is tearing down its old assessment model >How to tell a vibe coder from a real production engineer 00:00 Meet Vivek, Founder of HackerRank 02:15 From counting Golf Balls in a 747 to LeetCode 05:55 Refounding HackerRank With Chakra 08:56 Process vs. Output and why partial credit matters 12:31 Who Adopted Online Assessments First 14:20 Why Hiring Is a Lagging Indicator 17:38 What Candidates Like About Chakra 18:20 How to Remove the Incentive to Cheat 22:44 The Three Ways People Cheat 26:59 Why Hiring Is a Hard Problem and Build-Your-Own Is Overrated 28:11 First Indian YC Company and a First International Flight
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Remember when every YC startup was AI for dentists? @sam_kececi doesn't think that was a coincidence: Sam: "AI does have taste already in some sense, but it has taste across one dimension. It is the taste of Claude." "If you ask Claude, 'How should I run my business?' First of all, just like NGMI if you're doing that." "But if you ask Claude for startup ideas, notoriously, it gives everyone the same startup ideas." "Billions of people are using these models, of course it's gonna make its way into... what types of companies get started."
here’s a concrete example of how to make money with this new Claude drop build and sell AI agents for dentists a dentist’s office has the same 6 problems every single month: 1. patients not booking 2. no one answering calls at night 3. unpaid bills piling up 4. bad reviews (or no good reviews) 5. chasing people who haven’t been back in a year 6. new patient forms done manually here’s what your agent will do to solve these problems: 1. books appointments. patient fills out a form, it checks the calendar, sends the confirmation, reminds them 2 days before and the morning of. no receptionist needed. 2. answers every question at 3am. “do you take delta dental?” “how much is a crown?” it’s trained on the dental office’s info and answers instantly. 3. chases unpaid bills. sends polite follow ups, escalates if ignored. no awkward phone calls. 4. collects google reviews automatically (my favorite part). after every appointment it texts the patient. happy ones are asked to leave a Google review. unhappy ones get flagged privately before they post anything. 5. handles new patient intake. sends forms before the appointment, collects insurance info, follows up if anything is missing. 6. reactivates old patients. “hi sarah, it’s been 8 months since your last cleaning, want to book?” sent automatically to every single lapsed patient on the list. just build one AI agent that handles all of that and charge dental offices a $1,500 set up fee and $500 per month to maintain it. 20 clients = $10k per month the same playbook works for gyms, law firms, real estate agents, accountants. never has it been so easy to make money online
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[EPISODE] The first time @rvivek flew internationally, he asked the flight attendant, “This is going to San Francisco, right?” He was on his way to a 10-minute YC interview. He got in, built HackerRank, and helped define how the world hires engineers. Now he’s rebuilding it for the age of AI. Vivek is the co-founder of HackerRank, and he and @mayamshahh chatted about: >How tech interviews evolved from Microsoft’s golf ball questions to AI agent orchestration >Why HackerRank is tearing down its old assessment model >How to tell a vibe coder from a real production engineer 00:00 Meet Vivek, Founder of HackerRank 02:15 From counting Golf Balls in a 747 to LeetCode 05:55 Refounding HackerRank With Chakra 08:56 Process vs. Output and why partial credit matters 12:31 Who Adopted Online Assessments First 14:20 Why Hiring Is a Lagging Indicator 17:38 What Candidates Like About Chakra 18:20 How to Remove the Incentive to Cheat 22:44 The Three Ways People Cheat 26:59 Why Hiring Is a Hard Problem and Build-Your-Own Is Overrated 28:11 First Indian YC Company and a First International Flight
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Will the AI bubble burst? One case study, to prove or disprove this point, is asking if Fable 5 will be able to generate enough revenue to exceed the model development costs. @priya_kamdar, @anikamirzaa and @mayamshahh explain the fundamental economics of how it needs to work Maya: "Do you guys think they collapse, or do you think they find new revenue to capture?" Anika: "I definitely don't think they'll collapse at all. Anthropic's revenue growth rate right now is insane." Maya: "My concern is not that their revenue collapses. It's how much they're paying back their older generations of models." "They spent X amount of money to train Fable 5, but they're not gonna get that amount of money back in revenue. And then that model will be outdated." "At some point these models have to be priced to how much it takes to train them." Priya: "Coding will decrease from where it is right now, for sure. They definitely will not have the same growth rate." Maya: "Seems a little Jevons paradox-y."
🚨 Anthropic IPO S-1 prospectus LEAKED: Valuation target: $2 TRILLION >$4.6 billion in revenue in 2025 >$8.06 billion in operating loss >$42 billion in net loss The prospectus warns that nearly 25% of revenue came from just TWO customers, and that many top enterprise clients aren't locked into long-term contracts and could cut spending or walk away anytime Anthropic plans to spend $518 BILLION on compute commitments ‘in the coming year’
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This data center company found free energy. @mayamshahh : "What they found in Abilene, Texas was wind turbines producing so much energy, 'cause it was so windy there, that the energy was negative. It was priced negatively." "They literally had to turn off the wind turbines 'cause they didn't know what to do with it. No one wanted that power." "You can't move power, it's too expensive. You have to use it there. But no one lives in Abilene, Texas, right? So what's gonna use the power? A big f**king GPU data center." @priya_kamdar : "Abilene is where the first Stargate facility is gonna be. It's a 1.2 gigawatt campus. That's what put Crusoe on the map."
Congratulations to our friends at @OpenAI! I guess this makes Abilene the birthplace of AGI!
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[EPISODE] An investor talked to @sam_kececi's digital twin for days and it convinced them to ask for a SAFE Sam is the founder of The Sentience Company and is building digital twins for operators that think and write like them. @anikamirzaa and him chatted about: >How we can stop AI from converging on the mean >What post-AGI high school should look like >Why you may pay to access someone else’s digital twin 03:25 Wildest Sentience use case: it made someone invest in his company 06:54 Is taste actually a moat, or will AI catch up 08:36 The reason there are so many AI dentistry companies 17:31 Why is Anthropic bad at creative writing 18:24 Will Sentience be a dumb product if you're dumb 25:15 Why Sam doesn't believe in engineering standups 26:30 How to monetize consumer AI agents 30:16 Are we all going to have our own models, or will agent harnesses be durable 36:00 What should a post-AI high school look like
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Anthropic and OpenAI are slashing prices and one graph explains why. @priya_kamdar "OpenAI released GPT-6 Sol and Luna at 50% less token prices, which clearly shows they're being pressured by the open source models, and by usage, because ever since Fable came out we've basically seen that no one's using it." "A majority of the spend on those tokens comes from the top 1% of users. It's not even companies. There's a few power users at the very top, and everyone else is way below." "Fable 5 lost two-thirds of its spend share in one month. It went from 13% to 4%. Opus 5 tripled to 22%." "And the open source models went from 7% in December to 56% now." "The same pattern is seen on the consumer side of AI spend too."
Looks like today may be a record day for token volume % of open models on Vercel AI Gateway: 🟦 Open 78.4% 🟨 Closed 21.6% While spend 💲 usually tells a different story, #3 and #4 today are Moonshot AI & DeepSeek. Adding Z⁠.ai, their combined spend surpasses OpenAI (#2). (Do note that's the spend for inference of the model across providers (mostly in the US), not revenue going directly to the open weight labs.)
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This @Techweek_ we are moderating a panel with @JayaGup10 Partner at Foundation Capital and Bhargavi Varma Founder at @browngirlangels Jaya's article on AI's trillion-dollar opportunity has 4.5M views and Bhargavi has invested in 10+ companies We are excited to ask them: > How they wrote their first check > What they look for in founders > How they built their personal brands Link to the event in the replies :)
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Nobody in SF used Devin. It was the butt of every joke and now they crossed $1B of annualized revenue. That's the point, per, @anikamirzaa, @priya_kamdar and @mayamshahh Priya: "When they first came out with Devin in March of 2024, everyone shit on it. It was the biggest butt of every joke." "To the point that they now have ads in SF that say 'Remember Devin? It's good now.'" Anika: "They have 40,000 developers on their platform just for Citi... those huge banks actually have more engineers than any of these tech companies do." "Everyone's like, 'I don't know anyone that uses Cognition,' but they're ripping." Maya: "[Scott Wu] was like, at that time everyone was laughing at us. We were considered a joke in the Valley, but we just had this conviction that that is where AI was going."
Cognition has crossed $1B in annualized revenue run rate. This milestone belongs to our customers. Here's how a few of them are building with Devin.
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10 months ago @florian_jue told @mayamshahh and @priya_kamdar he was going to build out a Salesforce. Huge congrats to @florian_jue and the team on the @salesforce acquisition of @ListenLabs ! Florian: "It's gonna happen in the next one or two years. Most of the companies will adopt a solution like [Listen Labs]. Now it's time to be really aggressive." "You gotta build out a Salesforce to get into those accounts." "It's gonna be much harder to get in once they have a different solution implemented. Even if it's the worst solution." Maya: "So you have to build a go-to-market engine, basically." Florian: "Can we be the ground truth of all of the customer conversations... If everything is in Listen, you actually have access to the truth." "Once you get in, it becomes really sticky. It becomes really powerful. That's kind of why we need to be aggressive."
Exciting news: @ListenLabs is joining @salesforce . When @itsalfredw and I first met, we dreamed of a world where AI was as capable as it is today. But we knew intelligence alone wouldn't be enough. It had to deeply understand the humans it's built for. That idea became Listen. Since we started in 2023, Listen has interviewed millions of people for companies like Microsoft, Anthropic, and Sweetgreen. I am so proud of the product and the team we built. Now that world is here. AI can build almost anything. Knowing what people actually want is the hard part. With Salesforce, when the transaction closes, we can bring that to every company in the world, much faster than we could alone. We're just getting started. Back to work!
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