VC by day @untappedvc, builder by night: @babyagi_, @pippinlovesyou @pixelbeastsnft. Build-in-public log: https://t.co/UdHHGbZba5
today's phrase: "let the cat out of the bag" my top score: 7 characters plat at: kiss. yohei. me
yesterday's phrase had an emoji shortcut, and today's happens to be the example i posted. (i need to make sure they don't repeat) my high score for today's phrase is 9 characters
how tool search in claude code works:
@yoheinakajima @trq212 Yup regex and BM25 search and then the results are merged in. The prompt has instructions on retries and how to search this tool. I just finished implementing this for what I am working on. Works very well if the model can use the search queries correctly.
View quoted postaw bummer, my local wood guy retired and moved back east during the cold months, he'd drive into eastern WA to pick up dried logs, chop em up in his garage, deliver during the week day, and have people like me pick up on the weekends once it got warm, he'd close up shop, and spend the summer on his boat i always looked forward to chatting with him, he liked helping load the car he will be missed
i love that he's building this on the side for fun while building a whole underground subway network for things
The mission of @doanythingapp is an independent agent that can build and run a coffee shop by the end of 2026. Independent agents are the next evolution of Al agents. Agents that don't need us at all. Quick thread on how we will get there & what that means for you:
do you know anyone w a shit ton of video data? have them check out @videodb_io to build search on top of it, annotating at scale (eg. for training data), vibe-editing videos from clips, etc.
i fear not the man who has vibe coded 10,000 different projects i fear the man who has vibe coded the same project 10,000 times
automate a specific part of every business automate every part of a specific business which way?
yesterday's phrase had an emoji shortcut, and today's happens to be the example i posted. (i need to make sure they don't repeat) my high score for today's phrase is 9 characters
made a lil' game last night 🎲 avoiding forbidden words, get the AI to guess the target phrase of the day, using few characters as possible it's called Keep It Short, Smartypants (KISS) play at kiss . yohei . me
i know humanoid robots are the jam, but how about a multi-armed robot on wheels with it's own table?
my current stack: @meetgranola > @attio > cofounder < @notionhq ^ gmail/gcal (cofounder is by @intelligenceco)
VC pro tip: you can build a genuinely useful VC assistant by taking Claude, connecting Gmail, Google Drive, and Google Calendar, wrapping your Affinity API as an MCP, and wiring in a repo of all your live meeting notes
View quoted postmade a lil' game last night 🎲 avoiding forbidden words, get the AI to guess the target phrase of the day, using few characters as possible it's called Keep It Short, Smartypants (KISS) play at kiss . yohei . metoday's phrase is "piece of cake" 18 characters is my high score http://kiss.yohei.me
openai is leaning into health faster and harder than i expected. pretty exciting!
RT andrew pignanelli on wednesday, @intelligenceco and @AcrewCapital are hosting a breakfast for AI builders in the memory space in SF. Come meet us and talk context engineering/memory! Original tweet: https://x.com/ndrewpignanelli/status/2010738996754993491
life with autonomous agents
the alien is back! 👽 he's talking about @docdraftai. should he have a real tik tok account? process: chatgpt for script, chatgpt for first image of each section, runway for 4 videos, canva for clipping/editing. (yes, it's missing polish. this took about 30 min - while working on other stuff)
increasingly the capabilities of an agent often results in increased cost/time spent on easier tasks “oh, you just need a router to determine if it needs more or less capability” easier said than done
*accidentally leave model on thinking mode* “what’s the capital of the united states?” thought for 60 seconds… “the capital of the united states is washington, d.c.” *burned $50 in credits*
View quoted posti totally get that if you take a founder with multiple big exits, have them recruit top talent, and raise a giant seed from a top tier fund, the likelihood of success goes up all that being said, i refuse to believe in a future where every big company starts that way
the idea of using traces so agents can better perform over time is easy to talk about, but hard to implement for anyone just getting started, this was a v1 of me trying this 1.5 yrs ago. you'll find it breaks quickly upon scale, but i think it's good to start simple and then add complexity.
Introducing the "FOXY method" 🦊 Our new approach to self improving auto agents, introduced in the next mod of @babyagi_. Dig in shall we? 👇
Martin built a tool to help founders find VCs that are likely to be a fit
It's alive! Upload your deck. Get 20 curated, aligned VCs to contact.
does your ai agent need a new years resolution?
😈 Today, we introduce WebGym, the largest-to-date open-source RL environment for web agent training that contains 300k tasks and a rollout framework optimized specifically for web environments' rollout speed. We reveal the effects of essential scaling directions we observe with
View quoted postRT Aaron Slodov out of sight, out of mind? there's no debt on balance sheets because they financially engineered it into SPVs. it's on pace to be the same amount of debt when .com crashed (~$1T) $112B openAI. $66B oracle. $40B microsoft. $30B meta. $20B xAI. $10B anthropic. etc Original tweet: https://x.com/aphysicist/status/2009472357467898014
Chart of the Day: The dot-com boom ran on debt. The AI boom runs on balance sheets. That difference matters. Good take by @GoldmanSachs.
what does an ai first legal service look like? @docdraftai pairs legal expertise from real human lawyers with ai to provide affordable solutions for customers they have a new /customer-stories page with case studies so i so pulled out stats to better understand how people use it today (cc @TaherHassonjee)
if i had more time i would have written a shorter letter without using ai
RT RunAnywhere (YC W26) Latest from CES 2026 about on-device AI > NVIDIA: - edge inference for robotics > Samsung - 800M devices with local AI by end of 2026 > Qualcomm - Snapdragon X2 with 45+ TOPS NPU for on-device processing > Motorola - Project Maxwell, wearable AI that runs entirely on-device The pattern is clear. Every major player is betting on local-first. On-device is the new default Original tweet: https://x.com/RunAnywhereAI/status/2009048770986557666
outside of 3 outliers, here is our investment pace, check size (bubble size), and entry valuation at @untappedvc
what types of businesses do you think we can fully automate first?
this is what i’m talking about when i say i want a graph that captures relationships in my network
I still remember seeing this diagram in 2018 and having my mind blown permanently
you can effectively give an ai power of attorney if you set it up through an llc, but there still needs to be a human fiduciary
just in time software + reusable components + personalized memory
RT Covenant Labs "In practice, sovereignty matters because competitive advantage increasingly lives inside prompts, workflows, fine-tuning, and proprietary context. When intelligence is rented, so is leverage." When your edge industry data and core IP live in your AI models AI privacy is not a "nice to have," it is the moat! Original tweet: https://x.com/Covenantlabsai/status/2008697276601168002
first-order ai literacy is knowing what to say to a model. prompts, tweaks, vibes, try again. second-order ai literacy is knowing how it hears you. fewer words, more shape.
okay i lied. the first prompt was, "here are my AI investments, write me a VC think piece about the state of AI incorporating these" and then we iterated. still, it reads pretty well, captures our thinking, and a good intro to our investments. (also, isn't this what other VCs are doing?)
i asked chatgpt to write me an article on the state of AI, and it did great …total coincidence that it includes a bunch of our portfolio companies 😜
View quoted posti asked chatgpt to write me an article on the state of AI, and it did great …total coincidence that it includes a bunch of our portfolio companies 😜
http://x.com/i/article/2008658465158262784
why did the ai agent miss the joke? it was out of context
A is B as B is A, as A is seed, and we are all together…. 🎶
$2.8M ARR was middle of the road for a Series B not long ago. My guess is we’ll see more companies raising multiple seed rounds before the A. At some point, we’re just switching the names around.
peter posted this image showing top quartile valuation at seed has higher likelihood of unicorn, but the more interesting stat was in the comments: if you look for seed rounds that hit 50x valuation of seed round valuation, percentage is basically 8% across all quartile buckets perhaps it's not the strategy that matters, as much as how you execute within it
@lpolovets Yes it does. If you go by say any startups that hits a valuation of 50x the seed round val, that percentage is basically 8% in each bucket. But I'm told by sources that only 20 companies or so per year matter 😆
View quoted posta pen looks like an “I” from one angle, and an “O” from another
vibe code your video edits: plan, clip, stack, etc
1/ What if you could vibe-code your video edits? 😄🎬 Yep — coding + video editing, in the same sentence.
RT Vasek Mlejnsky What should we build for @e2b in 2026? Original tweet: https://x.com/mlejva/status/2007118940321833041
full stack AI = chips, training, inference, api, models, enterprise, consumer, wearables, humanoids…
OpenAI is moving into wearable devices, spending $6.5 billion to acquire a design group led by Jony Ive to develop products like smart glasses. Read: https://thein.fo/3YgmfW4
View quoted postrumors that OpenAI’s smart device will be pen shaped w mic/camera, which is a cool form factor as a relevant side note, @nuwapen is awesome
Additional details about OpenAI’s AI device: It is a pen-shaped device that integrates AI, aiming to become a “third core device” following the iPhone and MacBook. It’s lightweight and highly portable—about the size of an iPod Shuffle—and can be carried in a pocket or worn
2026 is the year of the ellipsis. not an ending, not a beginning, but a continuation… U+2026
View quoted posthappy new year! (to those it’s new years for) happy almost new year! (to everyone else)
top 10 longevity breakthroughs, from your favorite digital longevity clinic
🧬 2025 may be remembered as the year healthspan research quietly matured. Here’s a year-in-review of the most interesting healthspan research from 2025—organized around ten findings that reshaped how we think about aging biology. 👇
View quoted postdrone delivery of blood and organs from hospital to hospital, lfg!!!! 🏥🩸🚀
What a year for Avol. Closed our first contracts, launched medical delivery in 8 states, built 30+ aircraft, and raised an oversubscribed round led by @CultivationCap , @TimDraper with @yoheinakajima , @MorganSchwanke ,@C2cunningham, and others. We have some things in 2026 that
RT Peter Walker Every year we put together a comprehensive dive into startups and the venture capital that funds them. This year's analysis came out to 145 slides. We hope you find them useful. https://carta.com/learn/resources/state-of-startups-2025/ Original tweet: https://x.com/PeterJ_Walker/status/2006418505940566271
2026 is the year of the ellipsis. not an ending, not a beginning, but a continuation… U+2026
you can either figure out how to capture implicit knowledge and/or you can reduce implicit knowledge personally, i suspect the latter will be more powerful
Japan: 1, 2, 6, 7, 10, 12 Disney: 3, 4, 5, 8, 9 Harry Potter: 11
💰 The highest-grossing media franchises in history. Which defined your childhood?
RT Deedy Meta just bought Manus for >$1B and it makes sense. ~8 Consumer AI apps hit $100M+ arr that aren’t big labs: Perplexity: $20B ElevenLabs: $6.6B Lovable: $6.6B Replit: $3B+ Suno: $2.5B Gamma: $2.1B Character: $1B+ Manus: $500M Meta AI has ~no product. This was the cheapest, and most aligned. Original tweet: https://x.com/deedydas/status/2005798365733478490
this aged well
i’ve said this in private convos so I’ll say it here… “better memory” is the final unlock we need to get truly better agents, and 2025 is when we’ll see more of this we have strong reasoning, tools for tools, plenty of frameworks, but memory/context management needs
View quoted postRT Ksenia_TuringPost What we learned about memory in 2025 8 comprehensive resources: ▪️ Memory in the Age of AI Agents ▪️ When Will We Give AI True Memory? (interview with @EdoLiberty, founder & CEO @pinecone) ▪️ Why AI Intelligence is Nothing Without Visual Memory (interview with @shawnshenjx, co-founder @memories_ai) ▪️ From Human Memory to AI Memory: A Survey on Memory Mechanisms in the Era of LLMs ▪️ Rethinking Memory in AI: Taxonomy, Operations, Topics, and Future Directions ▪️ Cognitive Memory in LLMs ▪️ MemOS: A Memory OS for AI System ▪️ MemEvolve: Meta-Evolution of Agent Memory Systems Save the list and check this out for the links: https://huggingface.co/posts/Kseniase/637856294883643 Original tweet: https://x.com/TheTuringPost/status/2005265151130526096
i almost didn’t open source babyagi
If you build it, don’t forget to publish it https://github.com/readme/guides/publishing-your-work
View quoted postRT Satoshi Nakajima @MulmoCast Merry Xmas! Just published "GUI Chat Protocol". GUI Chat Protocol = Function Call/MCP + GUI https://github.com/receptron/MulmoChat/blob/main/GUI_CHAT_PROTOCOL.md @karpathy @yoheinakajima @shaneguML @Yuhu_ai_ Original tweet: https://x.com/snakajima/status/2004291132273185108
RT andrew pignanelli We partnered with @interaction this christmas to build Local Geographic, a collection of holiday wallpapers showing our homes in California and New York! We wanted to show the world a bit of why we love the places we do and give everyone a taste of our beautiful places. Explore the map, find wallpapers, and download them to use this Christmas :) Original tweet: https://x.com/ndrewpignanelli/status/2004234300846469515
we did something similar at @untappedvc queued up chatgpt to create questions we talked through as a team, uploaded transcription of the meeting to generate a plan, converted it into a gantt chart, and then we do monthly meetings to talk through progress that’s also recorded, transcribed, and summarized
At @every, we created our 2026 strategic plan by building a chatbot that asks you questions and debates your answers. It decreased our planning cycle time by 60% and improved thoroughness and alignment by 3x, easily. The chatbot had access to our top-level strategic plan and
agent conference 🤩
ANNOUNCING 🥁🥁🥁: the inaugural ACM Conference on AI and Agentic Systems! 🚀 (ACM CAIS 2026) Agents are now everywhere, compound AI systems have become the norm. The hard problems now are things like how to compose agents, how to optimize pipelines you can't differentiate
haha i knew i played w @replit a lot thx @amasad, @pirroh, and team for the great tool that keeps gettin’ better :)
RT Greg Brockman Replit app in ChatGPT: Original tweet: https://x.com/gdb/status/2003535410383978728
🚨BREAKING: You can now build real apps inside ChatGPT. No setup. No switching tabs. Just describe what you want — and watch it come to life. Meet Replit in ChatGPT / @Replit💈
View quoted postwhat’s chopped and cooked, but somehow fire?
1/3 my year w chatgpt: - agents, fund II, AI in VC - most likely to automate himself out of a job - 11k msgs sent across 1342 chats2/3 looking forward to 20263/3 type: strategist style: curious, fast-paced, analytical
🤌
@harneetk__ honestly i respect voldemoert's hustle. he was the first to treat death as a skill issue. he showed a remarkable capacity to reinvent himself after near total annihilation with extreme pain tolerance. he bore the burden of unpopular truths. he built a decentralized distributed
View quoted post“Carry” is a cute name but usually spelled with a “Ke” or “ie”
RT Dan Gray You can find generational success in VC if you build your thesis around funding outsiders. Maximising idiosyncratic risk = maximising alpha. Yet LPs keep funding the same firms, running the same boring playbook for in-group founders. And they wonder why their returns suck. Original tweet: https://x.com/credistick/status/2002803115171742021
Stanford produced Google and 200 other unicorns. Y Combinator built Airbnb, Stripe, and Coinbase. Harvard created Facebook and Microsoft. And yet, 290 college dropouts have a higher unicorn rate than all of them combined. Why Thiel Fellowship outworks them all🧵
why do cars have breaks? so we can drive faster without getting into accidents
@ivanburazin The best athletes know how to rest :) Also, there's "active recovery"
View quoted postreminds of this great solution for solving wait time complaints for luggage at an airport how would you apply this to your agent solution?
My AI agent takes 60 seconds to respond. Here’s how I made users not care: The 5 Laws of Waiting 🧵
View quoted postoh no, my @animalbuildings, all tattered and depressing…
Hahaha, this is hilarious. Renders are always so shiny and beautiful... but what if we could use AI to fast-forward past the shiny render and see what it would look like in reality? That's basically the premise of this project. Render // "Reality"
RT Jon Miller Schwartz Another awesome robot by Disney. Very bullish on their future theme parks. Original tweet: https://x.com/JonMSchwartz/status/2002186134286135426
first Warner, now this? what they cookin?
Netflix acquires gaming avatar maker Ready Player Me https://techcrunch.com/2025/12/19/netflix-acquires-gaming-avatar-maker-ready-player-me/?utm_source=dlvr.it&utm_medium=twitter
View quoted postsometimes you meet a team with a vision (running models on edge) and you get sucked in congrats to the team! honored to back you :)
Forget Ivy League degrees or "perfect" resumes. The real secret to getting into @ycombinator ? Becoming a top 0.6% viewer on their YouTube channel. I watched 47 videos this year. Got roasted in my Wrapped for it. And now? @RunAnywhereAI is backed by YC 🤷♂️ (Okay, fine – it also
RT Dara Most founders accidentally train their customers never to pay them. @MadhavanSF (the "pricing guru" of Silicon Valley - having worked with LinkedIn, Uber, and 30+ unicorns) calls it the 20/80 Pricing Trap • 20% of your features drive 80% of the willingness to pay • Founders give that 20% away for free to gain distribution • You are left trying to monetize the remaining 80% of features - the ones users don't actually value. The result? You build a charity, not a business. In this week's episode of The Library of Minds, we discuss the science of monetization and deconstruct how to architect ‘Profitable Growth’ - the core framework from his new book, Scaling Innovation. 03:33 - Netflix vs Blockbuster: The Pricing Decision That Changed Tech 08:06 - Why Most Startups Get Pricing Wrong 11:39 - Freemium vs Paid: When Free Destroys Value 15:38 - Pricing Models Matter More Than Price 16:28 - The AI Pricing Framework: Autonomy vs Attribution 21:49 - The Biggest Pricing Mistake Ever 25:05 - Why Steve Jobs Was a Pricing Genius 26:44 - Behavioral Pricing: How Founders 10× Deals Without Changing Product 31:02 - Data vs Conviction: How Great Founders Make Pricing Decisions Original tweet: https://x.com/daraladje/status/2001734319048720812
RT Jerry Liu I love the idea of an AI chief of staff We’re excited to partner with @intelligenceco. They’re building Cofounder, an autonomous agent that can integrate with every system within a startup (Notion, Slack, Gmail, Github), ingest global company context, and take actions on behalf of the user. As a heavy Claude/ChatGPT user, I haven’t scratched the surface on time efficiency. There are infinite tasks that still take too long to prompt, setup tools, and automate completely. They’re using LlamaParse for helping to OCR their unstructured docs. Come check out our joint blog! https://www.llamaindex.ai/customers/how-the-general-intelligence-company-turns-business-documents-into-agent-ready-context-with Original tweet: https://x.com/jerryjliu0/status/2001452229560299643
See how @intelligenceco built Cofounder, an AI chief of staff that turns business documents into agent-ready context at scale. 📄 LlamaParse handles continuous ingestion from @gmail, @SlackHQ, @linear, @notionhq, and @github every 30 minutes - processing PDFs, images, and
RT Alex Reibman 🖇️ Proud to support some of most ambitious founders in the AI agent ecosystem (biggest perk building in SF) Raising? Want to LP? DM’s open @firecrawl @mem0ai @composio @markokraemer @erikdunteman @MaxMinsker @seanob @TextQL @EyalToledano @agentmail @hazhubble @realshcallaway Original tweet: https://x.com/AlexReibman/status/2001373259770794389
it's been an incredible year for agents, and i've had a blast running @theagentfund this year with @adamsilverman & @alexreibman we've made 21 investment across the ecosystem and did a little write up on our learnings, etc.
1/12 it's been an incredible year for agents, and i've had a blast running @theagentfund this year with @adamsilverman & @alexreibman we've made 21 investment across the ecosystem and did a little write up on our learnings, etc.2/12 dev/infra tools like @composio @agentmail @mem0ai @firecrawl @browser_use @butterdev_ @taskmasterai @subsysdev3/12 21 investments were across pre-seed/seed/series A4/12 consumer & relationship layer like wonder family, @dafdefbrowser, @pallyai5/12 business workflows & ops like @graphed, cranston, @kortix, @intelligenceco, @qurrentai, @textql, continuum, @ai_erp (naologic)6/12 dynamic agents are starting to work... with caveats7/12 state of ai agents... workflow agents are everywhere8/12 ultimately, agent orchestration is about managing constraints9/12 what are the challenges? planning, execution, context, and reflection10/12 pattern's we're betting on11/12 the real bottleneck: context, onboarding, agentic data12/12 what's next?
Activity on repository
yoheinakajima pushed Agent-Fund-Site
View on GitHubRT Dan Gray Government VC investment should be in the role of an LP, backing indepedent, early-stage emerging managers, for two important reasons: 1) It delivers better ROI across financial returns, job creation and productivity than later-stage investment. 2) Venture capital is structurally uncompetitive, suppressing new entrants and novel strategies. Emerging managers offer a wider and more innovative range of strategies, providing a broader and more tactile interface between capital and talent. This spreads opportunity more evenly, creating fertile ground for entrepreneurship. There is obvious merit, with a number of sources pointing to the outperformance of the emerging manager category: Pitchbook: “In our simulation, between 2010 and 2019, if a dollar was contributed to only funds run by an emerging manager, LPs had a better chance of getting a higher return.” Greenspring Associates: "In our experience investing across approximately 180 partnerships, emerging managers have outperformed relative to their established counterparts." Cambridge Associates: "Top returns are not confined to a few dozen companies. As Figure 3 shows, new and developing fund managers consistently rank as some of the best performers." Cambridge Associates: "For the last 10 years, 40%–70% of total gains were claimed by new and emerging managers, a clear signal to investors to maintain more constant exposure to this cohort" There are examples of this at work with public money: Emerging managers backed by the EIF beat the market-rate of successful exits by 7%. So, emerging managers are a clear opportunity for investment, provided you have a strategic incentive to develop competition in the VC market. Unfortunately, institutional LPs are fixated on preserving their access via existing relationships. ...what about this so-called "growth capital gap"? Research shows that later-stage investment via public money tends to prop-up companies that the private market rejects for more objec...
happy monday! hope you have a week full of wins and smiles :)
RT Sebastien Bubeck I almost failed my basic duty; here is the 5.2 unicorn! Original tweet: https://x.com/SebastienBubeck/status/1999358611852795908
Here at @OpenAI we've cracked pretraining, then reasoning, and now we're experimenting with a new set of techniques that maximally leverage their interaction. GPT-5 is just the first step in this direction, and we're incredibly excited to see where scaling this up will lead us!
disney: you can’t use our characters openai: you can invest a billion and get warrants disney: okay, fine
RT Peter Walker State of Seed Startups - data from 10,000+ seed rounds from 2021-Q3 2025. Valuations. Round Sizes. SAFEs vs priced. Dilution. Ai vs non-AI. Graduation Rates. SF vs everybody. Founder ownership. Hiring (+ AI/ML equity packages). Full report: https://carta.com/learn/resources/state-of-seed-2025/ Data in 🧵 Original tweet: https://x.com/PeterJ_Walker/status/1999181746445910447
RT Amjad Masad We’re running a startup program—we’ll help you build and reach your first customer. Original tweet: https://x.com/amasad/status/1998589788547592683
We’re giving hundreds of thousands in credits away: 20 lucky builders will join a 8-week program, meet with @amasad & special guests, get bonus perks, with zero equity required. Applications open NOW! https://replit.com/racetorevenue
don't ask me why but i embedded 40k+ words from the english dictionary
when i want to specify writing style to an ai, i don’t describe the writing style in the prompt i first ask an ai to give me writers known for the style i want, and then include the writers’ name in the prompt
ai agents have a foundation now
OpenAI is co-founding the Agentic AI Foundation (AAIF) under the Linux Foundation alongside Anthropic and Block to support open, interoperable standards for agentic AI. We’re also donating AGENTS .md to help establish open standards that enable safe, reliable agents across
View quoted postRT Martin Tobias (Pre-Seed VC) If you are looking for pre-seed funding, here is a currated list of who is writing checks (yes including me!) Original tweet: https://x.com/MartinGTobias/status/1998432188224909476
2026 Pre-Seed and Seed Active VC list At Right Side Capital, we have made over 2,200 early-stage investments in the past decade and anticipate approximately 150 new investments in 2026. We also assist our founders in connecting with the right next-round investors. I have