The more you automate the more people you need??? Dan is on the forefront of agentic operations and this is a must read:
We’ve automated every single thing we can with AI agents.
And yet there’s way more human work to do than ever. We’ve gone from 4 -> 30 human employees since GPT-3.
I wrote a report on the structural reasons: how AI makes expert competence cheap, why that drives up demand
5:30 PM · May 21, 2026 · 773K Views
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Reminds me of the old IBM training manual: computers do not eliminate the need for humans; they change what humans need to do.
Historic Vids @historyinmemes
An IBM training manual from 1979.
10:06 AM · May 6, 2026 · 367K Views
152 Replies · 2.33K Reposts · 17.4K Likes
Here’s why:
First, you need humans to actually figure out what to automate, what success looks like, and how to maintain it so it continues to work well. Automation creates leverage, but it also creates new surface area.
Second, when everyone from marketing to sales to support can make a pull request, and basic skills become commoditized, you get slop. You still need human experts to discern, to have taste, and to know what great looks like.
This is exactly what Strauss Zelnick, CEO of Take-Two, said about AI and creativity. AI is based on data and is backward-looking. Hits are unexpected. That is why he believes humans are still needed. The same applies to automating workflows and doing great work versus producing more slop.
The Man Behind Grand Theft Auto VI and a $45 Billion Media Empire: Strauss Zelnick
Strauss Zelnick has been one of the most powerful people in media for decades, and most people still don't know his name. He took over Take-Two Interactive while the company was under criminal
2:00 PM · May 17, 2026 · 556K Views
23 Replies · 58 Reposts · 524 Likes
It’s clear that the work changes. More expertise is needed, not less. And in many cases, the net result may actually be more humans needed.
Cloudflare is another example of how work is changing, and frankly we’ll have to see if this is AI washing or if it plays out over the next 6 months.
Matthew Prince, founder/CEO of Cloudflare, recently took a lot of heat for cutting roughly 20% of the workforce while citing AI and a new operating model. The stock got hit hard.
important read and focus on basics - not about removing jobs, it's about removing friction from the core of business - "build a product, sell the product"
As I've said before, relationships and sales will matter more than ever
"With fewer people needed for measuring, we can now
Matthew Prince 🌥 @eastdakota
AI isn’t going to take all jobs. But it will fulfill the prophesy of Peter Drucker from 71 years ago: more builders, more sellers, fewer measurers. https://t.co/ud248eONCm
12:57 PM · May 21, 2026 · 1.56K Views
1 Repost · 9 Likes
But there is a super important message beneath the surface, which he laid out in his WSJ op-ed: this is not just about removing jobs. It is about removing friction from the core of the business.
As I’ve said before, relationships and sales will matter more than ever.
While everyone talks about job loss in the AI era, the bigger story may be the removal of friction and the return to the basics: more builders, more sellers, fewer measurers.
So yes, AI will absolutely remove jobs and change org charts. That transition is painful and real.
But the bigger opportunity is not just doing the same work with fewer people. It is rearchitecting the company so humans spend more time on what actually matters: building, selling, creating, deciding, and bringing taste to the work.
The more we automate, the more valuable the best humans become.
As always, 🙏🏼 for reading and please share with your friends and colleagues!
#inspiration…esp after you read what’s next
Dr. Julie Gurner @drgurner
"Until death, all defeat is psychological." - Marcus Aurelius
Refuse everything that would lead most people to give up.
Refuse it.
Rise from the dead 1000 times.
Commit to never stay down & never give up.
Everything you want is on the other side of struggle.
1:32 PM · May 17, 2026 · 1.06M Views
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#AI is changing the world and then you have this - quite a sad state of affairs in SF - anxiety abounds for even the agent pilled
The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen.
Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders - have hit retirement wealth of well above $20M (back of the envelope
3:34 AM · May 16, 2026 · 3.72M Views
698 Replies · 678 Reposts · 10.1K Likes
#how Anthropic reengineered its sales process for simply insane growth - great to see Clay, a port co, as key part of stack:
Jason ✨👾SaaStr.Ai✨ Lemkin @jasonlk
54% of Anthropic's new enterprise logos in 2026 came through self-serve.
Self-serve enterprise. Real ACV. Real terms of service. No AE in the loop.
Anthropic's Head of Industries Eleanor Dorfman walked through at SaaStr AI 2026 last week how they rebuilt the entire sales org in
8:33 PM · May 20, 2026 · 44.7K Views
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#all about the founders and love my team as well!
#PSA - CISOs who subscribe - who wants a free Peloton?
Our portfolio company which has built a platform for automating security hygiene, Surf AI , is running the 2026 AI in Enterprise Security Survey - if you're a CISO or security leader, they'd love your take. Takes 5 minutes and they are giving away a Peloton to one respondent: https://www.surf.ai/2026-survey?utm_source=whats-hot-in-it-vc&utm_medium=newsletter
#tokenomics was talk of the week
🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just
6:39 PM · May 21, 2026 · 7.32M Views
1K Replies · 3.78K Reposts · 18.9K Likes
#because of this - subsidies going away as OpenAI and Anthropic need to show economic models that will eventually generate substantial profits
people don’t realize how heavily subsidized AI is right now
your o3 prompts probably cost more in electricity alone than your subscription fee
remember when uber was awesome and cheaper than a taxi? yeah, that.
1:26 PM · May 7, 2025 · 1.3M Views
465 Replies · 863 Reposts · 17.3K Likes
#the harness and everything else matters!
the model alone is no longer the product
3:51 AM · May 22, 2026 · 242K Views
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#less than $1M raised and at $100M ARR in 19 months - software is not dead but also shows why everyone does not need to be obsessed chasing venture money instead of building great product and getting insane distribution
turbopuffer crossed $100M run-rate in March. 19mo after $1M. Profitable & <$1M raised.
Cursor・Anthropic・Notion・Cognition・Harvey・Bridgewater・Ramp・Linear・Legora・Superhuman・Atlassian・Granola
We’d be nowhere without them. We work like hell to exceed their expectations.
2:37 PM · May 21, 2026 · 951K Views
224 Replies · 125 Reposts · 2.95K Likes
#🤔
GOOGLE CEO SUNDAR PICHAI SAYS THE NEXT 5 YEARS COULD CREATE MASSIVE WEALTH:
According to Pichai, AI is driving the biggest technology shift since the internet — and 2026–2030 may be the window where individuals can still build, invest, and scale before the market becomes
1:40 AM · May 20, 2026 · 305K Views
58 Replies · 167 Reposts · 1.64K Likes
#but AI still can’t count well
Starbucks ran an AI inventory system for nine months before shutting it down because it couldn't actually count or label items.
Letting a hallucinating model dictate physical supply chain orders for three fiscal quarters? This seems production grade.
Sources: Starbucks shut down an AI program for automating inventory counts, nine months after deploying it, after it frequently miscounted and mislabeled items (@waylon_wc / Reuters)
(Visit Techmeme dot com for the link and full context!)
8:15 PM · May 21, 2026 · 295K Views
44 Replies · 376 Reposts · 2.92K Likes
#another wrong way to get everyone to use AI
More Perfect Union @MorePerfectUS
A Pizza Hut franchisee is suing the company over forced AI integration, claiming that Pizza Hut's "Dragontail" AI system cost them $100 million.
The AI delivery management system reportedly pushed the delivery time from under 30 minutes in most cases to over 45 much of the time.
4:27 PM · May 21, 2026 · 400K Views
21 Replies · 284 Reposts · 1.48K Likes
#there is no massive real world data set for robotics 🤔
Jeremy Loffredo @loffredojeremy
I just ran into a guy I know in NYC who said he’s doing a temporary gig for OpenAI. According to him, OpenAI is paying hundreds of people and families in New York to install 360-degree cameras throughout their homes that record virtually everything. Vacuuming, washing dishes,
7:47 PM · May 22, 2026 · 1.78M Views
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#one of best published reports on power of Mythos from Cloudflare - bottom line need your own security harness - must read
Cloudflare's security team spent the last few weeks testing Anthropic's Mythos against fifty of our own repositories. What we learned about offensive AI, why faster patching is the wrong reaction, and what the architecture around vulnerabilities has to look like next.
1:05 PM · May 18, 2026 · 1.21M Views
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#speaking of Mythos and Glasswing, here’s an update - notice conclusion!
The surface area is only expanding and more humans needed to patch and fix...
which is why dozens of security companies have partnered with Anthropic - the market opportunity for the right cybersecurity companies is only getting bigger and more urgent, not less
Last month we launched Project Glasswing, our collaborative AI cybersecurity initiative. Since then, we and our partners have found more than ten thousand high- or critical-severity vulnerabilities in essential software.
12:13 PM · May 23, 2026 · 48 Views
1 Reply · 1 Like
#market map on AI Data centers - got a hot one in AI data center security not listed here, stay tuned!
Our newest roadmap on the AI data center stack is live!
Here , we often have 5-10 main themes (aka roadmaps) running through the fund. They almost always stem from a founder's unique insight accompanied by an indisputable "why now".
We would be hard pressed to find
4:24 PM · May 19, 2026 · 44.7K Views
12 Replies · 22 Reposts · 253 Likes
#love this turnaround from Ken Griffin - skeptic turned agent pilled - must watch 👀
Huge statement from Ken who was more skeptical on AI
Doing work that PhDs in finance did over course of weeks or months in hours or days
And still so early for agentic workflow diffusion
Brett Caughran @FundamentEdge
A big pivot from Ken Griffin on AI:
“Number one is, in the last few months, there has been a step change in the productivity of the AI toolkit. It is profoundly more powerful than it was just nine months ago.
And for us at Citadel, that has allowed us to unleash a much broader
6:33 PM · May 16, 2026 · 12.7K Views
11 Replies · 2 Reposts · 25 Likes
#guaranteed capacity for those massive customers - don’t get your own additional compute, you are covered here - super smart
Introducing OpenAI Guaranteed Capacity: a new offering that enables customers to guarantee long-term access to OpenAI compute.
We’ve made long-term investments in infrastructure, partnerships, and capacity planning to help customers scale reliably.
Now, Guaranteed Capacity
7:44 PM · May 19, 2026 · 2.35M Views
258 Replies · 222 Reposts · 2.72K Likes
#here’s why - look at those tokens 📈
Wall St Engine @wallstengine
GOOGLE JUST SHOWED HOW INSANE AI DEMAND HAS GOTTEN
Monthly tokens processed across Google surfaces:
May 2024: 9.7T
May 2025: ~480T
May 2026: 3.2Q+
That is 7x Y/Y growth.
5:05 PM · May 19, 2026 · 359K Views
86 Replies · 323 Reposts · 2.59K Likes
#huge and super cool
We're building a Moon Base!
will serve as a habitat where astronauts live and work during long-term science missions.
Join us at 2pm ET on Tuesday, May 26, for a live news event where we’ll share updates on our lunar exploration plans:
6:14 PM · May 20, 2026 · 12.9M Views
3.48K Replies · 8.08K Reposts · 60.3K Likes
#much needed for agentic security from port co Keycard
Multi-agent AI is the future… but right now it’s a credentials nightmare.
One agent calls another, passes down god-mode access, nothing scopes, nothing expires, and you have zero idea who did what.
just fixed that.
Just shipped Keycard for Multi-Agent Apps -
When one agent calls another to query Snowflake, it passes down the same broad credentials. Nothing is scoped to the task. Nothing expires with the session. You can't tell which agent did what, on whose behalf, or why.
Today we're launching Keycard for Multi-Agent Apps 🧵
8:58 PM · May 14, 2026 · 1.41K Views
4 Likes
#speaking of taste
the ultimate in trusting AI and whether it has taste 😂
Cointelegraph @Cointelegraph
🇨🇳 NEW: Chinese cities are rolling out AI-powered robot barber kiosks that scan customers in 3D and cut hair with millimeter precision for just 60 yen per session.
2:44 PM · May 21, 2026 · 193 Views
2 Likes
#Yann continues to tell us that current models will not lead to AGI
People are realizing that AIs are nowhere near human intelligence and learning abilities.
Yet they have become very useful by compensating for their lack of common sense, lack of understanding of reality, and limited reasoning and planning abilities, by the accumulation of
6:46 AM · May 21, 2026 · 110K Views
121 Replies · 210 Reposts · 2.24K Likes
#the highly anticipated SpaceX IPO with goal of $1.75 trilion listing price 🤯 - yes, I’m super excited about it but wow, these two slides gives me some dot com vibes meaning the valuation multiples and promise of market size
Boring_Business @BoringBiz_
SpaceX IPO valuation implies a 93x revenue multiple and you don’t even have a P/E ratio because the company has negative earnings
JaguarAnalytics @JaguarAnalytics
$SPCX Highlights of $1.75 trillion company:
-- 2025 sales $18.7 bn
-- 2025 operating loss $2.6 bn
-- 1Q26 sales $4.7 bn
-- 1Q26 operating loss $1.9 bn
You are cordially invited to take out 2nd mortgage and buy on margin at 93x 2025 sales.
S-1 filing: https://t.co/lczJvzf9oZ
10:09 PM · May 20, 2026 · 1.4M Views
192 Replies · 753 Reposts · 11.4K Likes
a TAM of entire US economy 👀
Sawyer Merritt @SawyerMerritt
SpaceX in IPO filing: "We believe we have identified the largest actionable total addressable market in human history. We estimate that our quantifiable TAM is $28.5 trillion, consisting of $370 billion in Space from space-enabled solutions; $1.6 trillion in Connectivity across
Sawyer Merritt @SawyerMerritt
SpaceX's IPO prospectus (S-1 filing) is now officially public!
You can read the full document here: https://t.co/zlYx39Hco9
9:29 PM · May 20, 2026 · 663K Views
174 Replies · 411 Reposts · 3.95K Likes
and oh yeah
founded March 2002 - moonshots take time!
Sawyer Merritt @SawyerMerritt
SpaceX's IPO prospectus (S-1 filing) is now officially public!
You can read the full document here: https://t.co/zlYx39Hco9
2:57 PM · May 21, 2026 · 788 Views
5 Likes
#Benedict Evans AI Eating World deck always insane source of info
👀 New "AI Is Eating The World" 79-slide deck from
11:28 PM · May 17, 2026 · 247K Views
8 Replies · 131 Reposts · 1.34K Likes
#who’s going to win tomorrow?
Philippe Laffont on why today's AI market winners may not stay winners 😳:
"at one point there will be a power shift the other way, & we need to be extremely, extremely aware & well prepared to do that."
. . .
"The market is really rewarding the sellers of the shortage, but it
Molly O’Shea @MollySOShea
NEW: Exclusive Interview with Jaimin Rangwalla, Chief Investment Officer of Public Investments at Coatue
In @coatuemgmt's Spring 2026 Investor Update, Jaimin walks through the unexpected winners of the AI cycle: memory, optical, CPUs, & the infrastructure layer quietly
10:40 PM · May 17, 2026 · 68K Views
8 Replies · 17 Reposts · 198 Likes
#AI is rising on list of concerns…let’s check back in 6 months
Marc Andreessen 🇺🇸 @pmarca
Interesting. HT
7:50 PM · May 17, 2026 · 137K Views
103 Replies · 65 Reposts · 607 Likes
