
founding eng. i do startups @uscalumni
san francisco
Joined November 2024
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the claude code boom of early 2025 gave birth to a whole host of “i ain’t really a wrapper but i ain’t really a lab either” startups who are all quickly discovering that owning one wedge is not a moat when every new model eats a lil bit more of your product and google WILL featurize the rest. which is why there’s been so many “we’re venturing outward” posts from these companies lately.
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CARLITOS CONQUERS PARIS 🏆🤩
The moment @carlosalcaraz defeated Shelton to win his fifth title of 2026!
#RolexParisMasters
for the longest time sv managed to wrangle the brightest minds of our generation into optimizing ad clicks. that new gold rush is personal ai agents, and it looks like that veneer is already fading. at least the ads made money
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im surprised there isnt a claude perfume yet. i need to know what Claude would smell like. i have some ideas in my mind but i need anthropic to make it official please @ClaudeDevs
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if everyone is going to sell, someone has to eat 🤷♀️
Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
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it doesnt help that the indian startup ecosystem is littered with SaaS companies that just follow YC trends 10 months late + add a 'for india' branding, or ripoffs of consumer products from the US (skincare/ clothing/ luggage/ snacks) which ALSO just add a 'for india' branding.
Why are Indian VCs so afraid to take risk and make money?
Someone should go to India and take risk and make money.
Our story - corememory.com/p/a-new-india…
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