Follow AI Builders — Not Influencers

Funny how the pendulum shifts 1. "GPT wrappers are worthless" → the value acrues to application layer 2. "AI will eliminate white collar jobs" → someone needs to manage all these AI agents and everyone is now saying white collar workers will rise due to AI 3. "Open source will never catch up" → Gemma and DeepSeek are good enough for 80% of tasks 4. "I only use Claude Code, Codex is mid" → Codex is becoming a super app. Coding, docs, browser, computer use, automations, all in one surface. 4. "You need to pick a model and go deep" → model loyalty is dead, the best founders swap weekly based on the task 5. "SaaS is dead" → This was mostly true but for some SaaS margins actually improve when agents pay for their own tokens and need their own seats 6. "AutoGPT is the future" → AutoGPT died. Then agents actually got good 2 years later with Hermes, OpenClaw, and managed agents. The idea was right. The timing was wrong. 7. "Prompt engineering is a career" → lasted about 18 months as a job title. Workflow engineering replaced it. 8. "Computer use is a gimmick" → "sent from computer use/ai agent will be the new sent from iphone 9. "AI design looks generic" → the generic look is a taste problem not a technology problem. The founders feeding their agents references from Japanese packaging, brutalist architecture, and 1960s print are getting beautiful output. 10. "Fine-tuning is the moat" → a well-structured Obsidian vault with good markdown files outperforms fine-tuning for most use cases and costs nothing. 11. "Benchmarks tell you which model to use" → benchmarks tell you which model won a test. I think we're all waking up to this lol. 12. "AI will consolidate into 2-3 winners" → AI is fragmenting into thousands of vertical applications built on commodity models. The consolidation is at the model layer. The explosion is at the application layer. Both are happening simultaneously. 13. "The hard part is building" → the hard part is choosing what to build. Build...

RT Shreya Shankar Re The project is turning out to be way harder than I thought (which is a good thing, means there’s something interesting in there). Some challenges so far - writing is very personal and subjective; LLMs are not very good at it. need lots of guardrails and guardrails to emerge on the fly - supporting fluid transitions between agent taking the lead and human taking the lead is not easy - nontrivial concurrency issues - keeping the user in flow with a bunch of agent activity happening - parallelizing work such that human think time and agent think time happen at the same time, not sequentially (ie in chat based products)

Why doesn’t a SaaS product **like this** exist yet? BTW I always find that Shreya’s ideas on UX to be super compelling

Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission. Pending completion of SEC review, this gives us the option to pursue an initial public offering. Read more: https://www.anthropic.com/news/confidential-draft-s1-sec

RT Shreya Shankar V2, at 4x speed. Can't wait to put this out in the open (soon)