andi retweeted
I sat down with @dylan522p and spoke with over a dozen people about his information machine.
"I don't think anyone who has a traditional equity research background would even try to figure out where $3T in [the AI labs' combined] ARR comes from."
Slack private messaging limits, finding CoWoS volume, and the industry they're looking at next - I wrote about SemiAnalysis here: substratemag.com/dylanpatel/…
andi retweeted
You're citibiking in NYC, sweating bullets, you get to your dock, and it's full.
So now you have to pull out your phone (like a chump) and find the next open dock.
Got tired of this, so here's an app I made for the Meta Ray-Ban Display glasses 😎
andi retweeted
Held the first of these dinners in NYC last night, a small group of just over a dozen founding designers and those thinking about making the leap.
What struck me was the diffusion in the conversation, it kept branching outward... Being a designer in a startup used to point somewhere specific. Now it forks: some toward engineering and tech, others toward marketing and creative direction, still others towards strategy and product. Like the tools, the role is being invented in real time.
Empowering and a little head-spinning, as one person put it.
Grateful for the group that came out — candid, open, and good company. Thanks again to @FictiveCameron for co-hosting.
Planning more events and cities soon, sign up below.
FOUNDING DESIGNERS: In demand, misunderstood
Taste, storytelling, aesthetics, and creative authenticity are everywhere right now. Designers are leading much of this work in startups, and demand for them is as high as I've ever seen it.
There's no shortage of opinions (mostly from non-designers) about how this work should be done and valued. But there's far less conversation among designers themselves.
The language has evolved, but the role is still largely misunderstood. I remember the same cycle a decade ago when I was starting a company as a designer—the onus is still on the designer to define their own path:
- What is the right structure? What does a great company to join look like?
- Do you have to want to eventually be Head of Design, or is staying an IC okay?
- Are you also supposed to drive marketing/storytelling? Write production code? With AI changing the expectations, are you expected to be an engineer too?
- And beyond the scope of the work, there's the isolation of likely being the only designer in the company. How do you get feedback and improve your craft?
I'm hosting a series of informal gatherings, beginning with small dinners in SF later this month (and then NYC and more), for people considering founding designer roles.
A few who've done it before, a few embarking on it. The goal is honest conversations about what the role actually requires, what it can become, and connections to companies looking for this kind of person.
If you're interested, DM me or register at the link below.
andi retweeted
we remixed the timothee video into a website.
join the meeting and play his desktop.
zoomtimothee.com
andi retweeted
Replying to @andiify
we explored similar concepts a bunch back then on the canvas
they should do it!
andi retweeted
hey so
you can preorder poetry.camera now
limited edition, made to order, handmade by us in new york
sharing what we learn about scaling production on the way :~)
some bts footage w/ @Flomerboy @wormyrocks by ig @/brendanfilm


























