This is me so far in the journey which started two years ago with one dream to bootstrap a company Top Learning: Speed of execution is your only friend when new data changes your reality every week. Can sense the Sun on the horizon, inflection point is near. God bless the hustle

Huge congrats to @warpsciences for coming out of stealth today. We're proud to be early supporters (more on that later). The mission is to train AI to do chemistry and to use that to reestablish American medicinal chemistry supremacy. @kevinweil + @dpatil + Sol Reisberg + @manohar_paluri + their early hires are a dream team to take this on. Legends in the Valley all with personal origins in science.

i have 300+ nvidia l40s sitting in canadian data centers, 48gb gddr6 each, ada lovelace, fp8 tensor cores. available instantly. priced to beat whatever quote you have. DMs open.

Me and my friend @whynesspower have been doing this for more than half a decade now. We have tracked every single hour of work we have done for the last 5+ years. We were hyper obsessed over maximizing the work we could do, we essentially treated ourselves as athletes. Finally it's going mainstream.

This would be a perfect RL environment. Take real shipping data, turn real logistics problems into verifiable tasks, and let models learn to optimize routes, schedules, inventory, and the entire network. Basically, logistics software as a strategy game for RL.

Asked Claude and Codex the same question. Each one told me to buy the other :))

Archgen Labs (@archgen_) is now backed by Y Combinator (@ycombinator) We are a research lab for silicon design, with one ambition: make chip design 1,000× faster. For decades, computing advanced by shrinking transistors. The next chapter for compute workloads will increasingly depend on building vertically - stacking active logic layers to create 3D chips. This makes designing those chips much harder but also opens up new possibilities for performance and efficiency. At @archgen_ , we’re bringing together foundational models, EDA tools, and physics-informed surrogate models to explore more designs, predict their behavior faster, and optimize how they’re built. Grateful to Kulveer Taggar (@kul), Garry Tan (@garrytan) and the @ycombinator team for backing us, and to the customers, mentors, and collaborators who have helped us get here. If you want to get to tapeout faster, we’d love to talk. DM us. #Semiconductors #OpenROAD #OpenLane #OpenSourceEDA #ChipDesign #VLSI #PhysicalDesign #AIForHardware #3DIC @naveen_venk

I ported Google's TimesFM 3.0 to run natively on Apple silicon. TimesFM is a 330M parameter foundation model for time series forecasting. It reads history in patches of 32 points and writes the next 64 in a single forward pass, nine quantiles per step. Until now you needed PyTorch. mlx-tsfm runs it on MLX, Apple's array framework, with no torch install. Numbers on an M4 Max, 512 point context, 64 step horizon: - 12.5 ms per series at batch 1 - 641 series per second at batch 32 Max difference from the PyTorch reference: 2.1e-6, which is float32 noise The 1.9x speedup at batch 1 came from mx.compile, not quantization. At 330M params this model is dispatch bound, so bf16 and int8 were both slower than fp32 with a compiled graph. That surprised me. It is why the default stays fp32. Two images below. The first is for anyone who has never touched a forecasting model. The second is the decode path with tensor shapes, if you want to check my work. Code is MIT. Weights are under Google's research license. github.com/rachittshah/mlx-t…

anon, we are getting old regardless, why not aim to deliver the best work we'd ever do?

Is it just me? I'm seeing every dummy around me earning $8K/mo doing some freelance/contract engineering or running some agency. Did it all get easy in past ~8 months or some market tailwind I'm not even aware of?

One commonality between Nikesh Arora and Dara (uber) is that both are pretty open about not being 0-to-1 guys Their superpower is taking ginormous companies and somehow keeping them moving fast, with less bureaucracy than you’d expect hard to imagine the founders of Palo Alto Networks doing 40+ M&As in 5 years

for those asking for his startup, its @KnishantIitg and he is building an ai app to teach people how to play poker like a professional

the bar is set so low, nobody works on a sunday. one obvious advantage of that is the token speed you get from claude. there is little to no load on their servers. compute is cheapest when nobody's competing for it. so is every other resource on planet.

You simply do not bet against a billion smart people 🇮🇳Indian startups putting satellites into orbit and landing on the dark side of the moon are a younger cohort of companies constituting the 'third wave' with an inversion at the center of how they think. All of this was possible only because of the two waves, which predated them. Flipkart, PhonePe, and Paytm proved generational companies could be built here. Swiggy, Zomato, Ather, Meesho, and Myntra proved it could be done at scale. India today is a generation that understands how greatness is assembled, and they’re hungry for more shots on goal, the people, who are used to figuring hard things out by themselves. India has a median age of ~29, and the 2nd largest STEM graduate pipeline on earth. The arithmetic starts to look inevitable. On top of that, ambition is no longer concentrated in bits, but is traveling toward atoms: robotics, energy, biotech, defense, space, semiconductors. For years, we were missing patient, steady capital that understands decade-long timelines. A geopolitical moment in which understanding the needs of the rest of the world is an advantage. The future is reversing trends, The future is betting big on India — Prateek Mehta

You can just manufacture being at the right Starbucks at the right time. Got hold of my customer at the airport when he had an hour long layover between flights. You call it stalking, I call it customer obsession. We are not the same 🤝

a quite delightful reminder that every boring thing in your day was somebody's life's work. music you can play whenever you want was once someone's idea of the highest human happiness. same with hot water "it is to humanity’s credit that we remain restless in the midst of all of this progress. we continue to look forward, pushing the frontier further...but our lives today are a gallery of past generations’ heroic efforts to do the same." ordinaryabundance.com/

Prime Agent is a general-purpose coding harness On ARC-AGI-3, it scores 95.5%, surpassing the human-expert baseline, but the gain is not benchmark-specific. We see major improvements across models when compared to their proprietary harnesses:

What a wild world we’re living through. I wrote about the Series A squeeze recently. Here’s what else I’m seeing from my seat on the investing side.. 1) VC has effectively fully become vibes capital. The market reality at the early-mid stage is completely divorced from fundamentals. I can go longer with even a resemblance of a straight face predict what happens to a company when they go to fund raise. Some rounds are insanely wild with nothing to show, some rounds that seem like a sure shot are struggling to raise the capital they need. If you’re the “in vogue sector”, you’ll be just fine. This has been happening for some while but it’s fully banana town now. And unlike most who think a correction happens I think this continues for 12-18 months (dry powder, AI tailwind) minimum. The most common phrase in VC land right now is “you gotta play the game on the field”. This is a spiral that continues to keep the volatility and prices high. 2) Whereas on the public markets it’s also equally bananas. It used to be in the meme stock era that you’d see daily swings of >5% (+\-). But now even trillion dollar stocks are not immune to swinging that much based on vibes and model releases. Memory and the KOSPI index are recent examples and this will happen to other sectors soon. Rotations are getting faster and faster. In the long run, the same fundamentals of building a great company with control of your own destiny (profitable, clean cap table etc) will end up just working out fine. But in the short term, in this vortex of hyper competition where capital is needed as a weapon, you should make sure you understand what’s going on before you dip your toes in the capital markets. No matter what it’ll be interesting to see how this shakes out when we look back in this era. Obligatory happy to chat if helpful!

What a philosophical sanctum South Park Common's substack is 🤌 > The Fast Lane to Mediocrity > Requests for Curiosity over Requests for Startups > Why the current silicon valley playbook is broken > The Minus One Mindset > You Don't Need "Passion" to Build a $1B Company > How Asking ‘Why?’ Changes What You Build

Rate our chances for YC F'26. Previous YC interview we gave was 1.5 months ago. Since then: > 3x'ed the cARR to over $600K > 3x'ed the revenue > Four F500 global as customers and multiple🇺🇸logos

I think there's a lot of confusion and misinformation about Zhilin's visa, H1B lottery, immigration, and why he left the U.S. Zhilin had many opportunities to stay in the U.S. if he wanted to. In fact, I was on an email thread with a senior Apple exec (Tim Cook's reports) asking whether Zhilin would consider joining Apple. I said that he wanted to go back to his homeland. The response was, well, we have an office in Beijing if he'd like to join there. But Zhilin was quite determined to go back and build a startup. I remember him telling me that if he didn't at least try starting his own company, he would regret it for the rest of his life. I respect that, and he was right. Many of my international PhD students do choose to stay in the U.S. Of course the U.S. immigration process can be quite intimidating and uncertain, even for superstar PhD graduates from places like CMU.