Suhail Doshi

11 is an even row window according to GPT 5.5 thinking.

A new era of Suhail. 25.0528, 121.5990

New roadmap for AGI. Maybe we should call it The Pope Test.

If anyone has a clue about how to handle skill obsolescence, it's Lee Sedol. He basically went meta on it.

The answer is to work on harder, more complex things. We must sharpen our skills for the next frontier.

RT Paul Buchheit What it takes to reach $100B Fewer than 0.1% of startups will ever be worth more than $100B, but those that do will have an outsized impact, so it’s worth understanding which companies have the potential and what it takes to get there. Examining the history of these massively successful companies, it becomes clear that there are two ingredients necessary to reach $100B. First, they must be building in a rapidly growing market of unlimited size. For example, Microsoft, Apple, Intel and AMD all emerged as part of the exponentially growing microcomputer market. These companies started when microcomputers were still relatively new and obscure. Micro-soft’s first product, Altair BASIC, was incredibly niche — MITS only ever sold about 25,000 Altairs, but that was the start of what is now a $3T company. Likewise, Amazon, Google, and Facebook all became $T companies by growing with the Internet. Stripe ($160B) makes this dynamic explicit in its mission statement: “Our mission is to increase the GDP of the internet”. Why now? $100B opportunities only exist for a limited time. If a company could have been started 20 years earlier, then it’s unlikely to have $100B potential. Important new technologies create massive new opportunities, but those windows of opportunity don’t last forever. For example, it was not possible to start Uber or DoorDash five years earlier because mobile platforms such as the iPhone did not yet exist, and it wasn’t possible to create them five years later because the opportunity had already been captured. Large but slow growing markets rarely produce $100B companies. For example, startups selling to dentists or auto mechanics are not good candidates to reach $100B. A simple test is to ask if demand will increase 10x or 100x in the next ten years. Startups thrive when capturing a slice of a rapidly growing pie, not fighting zero-sum games against incumbents. The second ingredient is defensibility, a durable control point in the ma...

It feels like replies are going to have to move to a trust based system due to AI. If anyone can generate a plausible one, it doesn't seem to be valuable for the algo. Thus, I foresee only my follows and my follow's follows as the new default.

Hell of a run @drewhouston - congrats on *19 years*.

Possibly the thing we will most realize looking back: intelligence was so big that lots of companies were going to succeed. It's not so simply bucketed into chatgpt and claude code.

Nothing seems to replace understanding the thing you're working on if you intend to improve it. AI generating 2K lines of slop may initially work but once you want to tweak it or understand the nuance of what's happening under the hood, you end up wishing you had built it up.

🎯

😫

I think people classify things as a commodity very casually these days. From hardware to router/switches to cutting metals to AI training clusters. It's pretty lazy because if you spend a good amount of time, you'll often see how much skill and understanding is involved. If someone seems lazy in saying things are commodities, I'd be default skeptical. And if enough people say it, you should find out if they are right because it may be a big opportunity in disguise.

RT Garry Tan The companies I love working with in office hours are the ones where the founder has a specific, weird, earned insight that nobody else has. Not "AI for X." A genuine edge that came from living inside a problem. The ones that are dying almost always have the same pattern: technically competent founders building something nobody asked for, moving metrics that don't matter, avoiding the conversation with the one user who'd tell them the truth. The lucky thing is that 2nd type of founder can become the 1st kind if they don't stand still, they are willing to talk to people, try things, and always seek high rate of learning.

One real issue with Chinese independence of flop-based compute is that their open source contributions will shift to a stack we can’t / won’t use in the US and that will hurt because our current AI research / infra is currently very closed.

Future of how we will design.

Paraphrasing Jensen here: “I am glad they’re experimenting with other chips. How else would they know how good ours is?”

RT Aditya Agarwal 4 thoughts on early-stage hiring: 1/ If an engineer is trying to pick between a pre Series-B company and a BigCo/BigLab --> stop talking to them immediately. They are clearly not ready for a startup. 2/ If someone isn't willing to take a 70% cash paycut (relative to BigCo/BigLab) --> stop talking to them immediately. They will be unhappy/stressed. 3/ You learn a lot about a candidate during the negotiation/closing process. Do not be afraid to walk away if you get new information. 4/ Startups have zero work-life balance. If you are not willing to put in the hours, you are not in the right headspace to grind.

I had no idea Aliens would need B2B Enterprise SaaS too. Wild.

Just invest based on the pictures 🫡

RT Y Combinator Pops (@pops_fyi) lets anyone create and play AI games. Describe your idea, and Pops turns it into a fun mini game to remix, share, and play with friends. No code required. All you need is an idea. Short-form software. Congrats on the launch, @alonzuman! https://www.ycombinator.com/launches/QPl-pops-create-and-play-ai-games-with-friends

I remember sitting in coffee shops w Immad while he waited for approval to launch this thing. *4 years of profitability* Unreal.

An advantage often underestimated time and time again. 🎯

Holy cow. We have come a long way. Breakthroughs every single week, still!

I finally got around to the Jensen/Dwarkesh video. So good. But my favorite line was: "We do as much as we need to do as little as possible" in connection why they don't go into the datacenter biz which ofc extends to everything else. This is the opposite of how the labs think.

There’s this feeling you get like when you learn a new word and suddenly you hear it everywhere that happens with something you can become interested in. Suddenly, every link/story/tweet/person interaction ends up being around that thing so effortlessly. It’s everywhere you are.

Can’t even read the article and I know it’s about @isaiah_p_taylor

Ah, remember when knowing JavaScript was a skill. Those were the days.

💯

Most of “wdyt of my idea” is the pursuit of external validation to cure your anxiety or fear. The primary means of curing that is talking to customers or going deeper on your understanding of the risk itself.

If you’re good at predicting the overall trend of a field but bad at predicting what to work on in the interim, make an important thing you want to be true in the macro your North Star. Then design the company around the unknowable - the premise that you expect to adapt.

Soon enough the next war will be against the hand that fed them: NVIDIA. How long can NVIDIA stay neutral while the big labs clearly continue to eat up and down the stack is an important question.

If you find yourself working on things where improvements in the market commonly breed fear for your company, you are likely on the wrong side of the market. The mistake last year is likely the same as now: largely building for what you believe is possible within 6 months.

Locking back into this era of building again.

RT Eric Jang For the last few months I've been working on a from-scratch implementation of AlphaGo, a 2016 AI breakthrough that inspired me to get into deep learning. My casual understanding of AlphaGo was "search-augmented deep neural networks trained with self-play", but I wanted to go deeper and understand it by creating it. Frontier deep learning research has always been expensive, but any given capability gets cheaper very quickly. In 2026, you no longer need DeepMind's resources to train a strong Go AI - you can vibe code all of it yourself for just a few thousand dollars of rented compute. It was a huge honor to be invited to teach this with @dwarkesh_sp on @dwarkeshpodcast I am an AlphaGo & Go apprentice, not a master, so all factual errors in the podcast are mine. Web version of tutorial: https://evjang.com/2026/04/28/autogo.html Code: https://github.com/ericjang/autogo Play the go bot here: https://autogo.evjang.com/

Early on in the first year of a startup, one way to quiet your fear of working on the wrong thing is to inefficiently question things when they seem unusual or bad. Along the journey, you get to see things you wouldn't have seen without building. You earn the insight to a pivot.

RT Alex Rampell Re one time a reporter did an "expose" on a founder I backed whose last company failed...here's how I responded: Wow, you discovered that [last company], despite years of trying, eventually didn’t work. Should [CEO] be sent to Roman Debtors’ prison? Maybe hanged, drawn, and quartered? When a company doesn’t work, people lose their jobs and investors and creditors lose. It’s part of business. So is doing something new. This is like doing an expose on the chef whose last restaurant failed and dared to start a new one.

I don't understand how the tech media can afford to do this. What is the point of punching down like this? The whole ecosystem from founders to VCs understand that you try an improbable thing, you work hard for years, you learn, you get better, maybe it fails, you try again.

After years of restrictions and deciding to give 10 companies in China up 72K GPUs each, perhaps their inclination to be spice independent is stronger than we thought. When China decides to centrally do something, it’s worth noticing.

🎯 just tell yourself you’re going get rejected by 80%+ and manage your psychology adjusted to the norm; quiet the inner voice requiring external validation from people who have a shallow understanding about your life’s work.

The pace of frontier AI progress is moving so fast that you could spend an entire day on X reading every interesting thing people publish and get absolutely nothing done. Somehow you have put the blinders on and build.

Somehow I find that the ease at which AI will execute something for me with such little thought has exponentially increased the importance of understanding how the thing works at a fundamental level.

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The semianalysis long form reads are the highest value per token content I think I ever read in a given week. So much about the future is in there. Incredible work from your team @dylan522p

RT Apoorva Mehta http://x.com/i/article/2047706291213402113

1000 -> 10,000 ✅

Hiatus

Having trouble finding 1 8xH100 today to launch some experiments I am working on. If you know of a provider, pls lmk! Crusoe+LL are out.

*ahem*

RT Michael Seibel Fun new Dalton + Michael video Original tweet: https://x.com/mwseibel/status/2033680267660140914

RT Garry Tan This new release of GStack is for all the haters on Product Hunt who said it was just a bunch of markdown files Original tweet: https://x.com/garrytan/status/2032887492848873815

RT Isaiah Taylor - making nuclear reactors Re @meganmichelle Fair question! The nuclear energy happens in here. This is a pressure vessel (the cap is off in this photo) and inside of that is a big cylinder of graphite and pressurized helium in channels. Uranium is embedded in the graphite. Original tweet: https://x.com/isaiah_p_taylor/status/2032662848342733066

You people will argue about literally anything. The man showed a picture of shoveling snow. That's it.

greatest feeling

The run on inference capacity is coming. You have been warned.

🎯

PSA: Technological nihilism is the belief that there's no point now due to AI. But do not feed into it. Often the deeper issue is the identity loss that is affecting everyone one way or another. You will evolve and re-tool to work on harder problems even if you cannot see it.

The pace of AI will make you sad eventually if you intend to build the same ‘ol B2B SaaS app it can one-shot. The pace of AI will make you excited if you want to figure out how to land a rover on Mars. A majority of us will soon need to re-tool to harder problems.

It seems like the asymptote of AI will come down to its potential inability to discover a truly novel / creative solution to a problem. To the degree it continues to be mediocre, the gap must be filled by humans. That’s still quite a lot of alpha left over in software.

0 -> 1000 ✅

RT Scott Gustin ‘HOPPERS’ isn’t good. It’s great. A wild, weird, hilarious, chaotic story that lands as one of my favorite Pixar films in years. Absolutely deserves all the love and attention it’s getting. GO SEE IT. Original tweet: https://x.com/ScottGustin/status/2029045320894546365

Huge deal. Saurav is doing what Elon did to rocket launch costs but to space solar panels.

People are shipping like crazy right? How do you not just sit on the customer support queue, copy paste their issue/request into Claude code, verify fix or mold into great feature, ship every single minute of the day. It’s crazy. Having a few hundred daily users can make you.

Made a little app to help people learn hard things faster / better looking for a few beta testers Dm if interested. Tweet will self destruct.

RT DiscussingFilm ‘HOPPERS’ debuts with 98% on Rotten Tomatoes It is the highest rated Pixar film in the past decade. Read our review: http://bit.ly/HoppersDF Original tweet: https://x.com/DiscussingFilm/status/2028522458056155501

Adjacent to this: never has there been a time where making pure software for *yourself* been a greater point of leverage. You get to upgrade your own importance in the universe while many are barely aware of how to use AI to its full potential.

tweet shall self-destruct: https://keymake.ai/ come here and try it

hype

Perhaps the most addicting quality about AI coding is that it starts to feel like spinning plates at different speeds, and since you’re already waiting, you might as well toss one more into the air. So much so, it never seems to end until it's 2 AM.

We seem close to: - Give an agent access to a competitor app on a computer - Tell agent: Rebuild this app by using all its features - Agent tries app -> documents all flows/features/edge cases - The other agent builds all flows/features - They iterate trying/testing until done

Engineering is now this: new agent -> shift+tab -> wispr plan -> wait -> look at X -> review plan -> make adjustments -> approve/build -> verify it works -> integrate tests -> merge -> go to app

Verification: ac-a64dfe1c95e9

Become a polymath entrepreneur or suffer the consequences.

Last night I looked at my GitHub contribution graph for fun and was surprised “huh, how can I have only done 7 PRs all day?” and then I realized it was 1:30 am the next day. This is our new life isn’t it?

why did everyone have to take all the good domains?

AI agents running computers in the cloud that you can watch in real time. What a ridiculous idea!

Seat based pricing now just screams: “automate”

RT Aravind Srinivas What has Perplexity been up to last two months? We've silently been working on the next big thing: Perplexity Computer. Computer unifies every current capability of AI into a single system. Files, tools, memory, and models, orchestrated together, working for you. Original tweet: https://x.com/AravSrinivas/status/2026695864039911684

Have entered my making unhinged software era because why the hell not at this stage of takeoff.

I am in big trouble aren't I?

Make the margins next to zero for all these AI models. It was trained on humanity's data, it should be gift to ourselves. Doing so will save us from a few in control of our species. Distill at industrial scale! Distill, I say!

The average HN comment. Always at the top.A few good ones left

Ahahaha - I love it

I think a lot of doing something ambitious is figuring out how to wake up tomorrow to just keep going when today was tough or disappointing. It's a mental game since what you need to keep going is often just around the corner.

HN is insanely jealous of Peter. They are either shocked that a guy's weekend project potentially made him generational wealth or that it landed him a job they couldn't get. Of course, they have no idea. HN is a slow aging elder class of tech.

Had no idea OpenAI was doing billboards for this already.

Re

This and next year we will see some of the largest companies on earth pivot in surprising ways. Everything that seemed safe is unsafe. You either strike yourself first or you will get struck.

slowly but surely…

RT Ankur Goyal We sent this note to our customers to let them know that Braintrust has raised a new round of funding, and thank them for their support. While the money is exciting, our focus hasn't changed: we're building Braintrust to help our customers ship quality AI products. In 2026, AI is moving to production but teams have never had less conviction about what will fail next. Our customers are building AI products that serve millions and simply need to work. If Braintrust makes their lives easier and their products better, I know we are doing our job. Thank you to @ICONIQCapital for leading our Series B, and to @a16z, @GreylockVC, @basecasevc, and @eladgil for doubling down. Thank you to the Braintrust team for all the incredible work you've done over the past year. And thank you to our customers, who have made this growth possible. Original tweet: https://x.com/ankrgyl/status/2023810273598128588

Confusing even though I load unpacked the chrome extensionIf you provide your open ai api key, why won’t it use the native web search tool part of the api?

I feel like AI is using me as automation.

The funny thing is that if the product is excellent, this would’ve been too polished on day one. However if the product sucks, no amount of differentiation on branding will save it.

RT Amanda Askell WSJ did a profile of me. A lot of the response has been people trying to infer my personal political views. For what it's worth, I try to treat my personal political views as a potential source of bias and not as something it would be appropriate to try to train models to adopt. Original tweet: https://x.com/AmandaAskell/status/2022778351744581779

oh the memories of this road - iykyk

A reversion to being hardcore and ambitious again. 🎯

sigh

Been reading Garry's posts on this for a short while. They're so good if you care about San Francisco. If you care about California.

Making a lot of music lately has reminded me of the tremendous value of trial and error to discover new things. I think to the degree to which can try more, the faster we will learn. Soon, I think we will be able to turn many problems into exploration problems with compute.

It seems like the number of things people claim they are building is up but the number of great products is roughly the same. I find this particularly interesting about what it means is actually hard.