August 2025 · 122 bookmarks
I have a call with 2 new people this weekend 🫡
@shortniggarizz When people like you started amplifying their reach by retweeting the obvious bait.
Remember, dunking on something makes it more common! You are voting for the world you want.
(The hypocrisy of this tweet may be noted now, tho I believe meta-commentary is allowable in moderation)
claude code $100/mo is the best ROI you’ll ever make
This is crazy good
The harder the task, the less you care about people's race or sex or whatever, either in the racist sense or the diversity sense. You're so desperate simply to find anyone who can do it well that you don't think about anything else.
"oh but you should buy a physical device and buy a VPN and blablabla"
i literally just bought a cloud phone for $8/m, warmed up for 5 days and it's already distributing content for the us (and this cloud phone is really fast)
stop listening to this tiktok gurus, it's all bs, try things yourself
OpenAI fired this 23-year-old from their Superalignment team.
But he turned his insider knowledge into a $1.5B fund that's outperforming Wall Street by 700% this year.
He says maybe ~200 people in SF understand what's actually happening in AI right now.
Here's his thesis: 🧵
I've launched 13 apps this year
Only 3 are making enough money
I needed to build 10 apps to make 3 that make money
Build more!
Repeat Daily 🔁
Palantir's Forward Deployed Billionaires have created over $44B+ in value founding companies like..
FDE → Founders:
Chapter ($1.5B) - Cobi Blumenfeld-Gantz
Kalshi ($2B) - Tarek Mansour
Sourcegraph ($2.6B) - Quinn Slack
Ironclad ($3.2B) - Cai Wangwilt
Addepar ($3.25B) - Joe Lonsdale *does this count?
ElevenLabs ($3.3B) - Mati Staniszewski
Anduril ($30.5B) - Everyone?
Shyam (@ssankar), you were the first FDE, what's the secret behind Palantir's culture that creates this success?
What are the core principles that make a FDE?
..am I missing anyone?
Doors don’t open for the thinker.
They open for the mover.
Speed multiplies options.
Momentum buys opportunities that standing still never sees.
My game "Replicube":
Code, Logic, and Math never looked so TASTY🍉
25% off on Steam right now to celebrate back to school!
Been testing this for the past 3 months with content internally.
Ready for public use Monday.
We wanted to test this grid trick to see how Nano Banana would handle it.
Turns out… it’s pretty good at it. 😎🐯
Find out how we did it below 👇
4-AcO-DMT converts to psilocin in your body with 99.9% efficiency. It's basically synthetic mushrooms that hit cleaner and dose precisely.
Shulgin called it "laboratory nature."
Nobody talks about it because it sounds too sciencey for hippies and too hippie for scientists.
My current portfolio allocation. About $1.3 million total.
Momentum is magnetic.
Once you start moving, opportunities chase you.
Every $100M app was a copy.
→ Tinder wasn’t first.
→ Calorie trackers weren’t first.
→ Meditation apps weren’t first.
Copy what works.
Add a spin to it
Out-market everyone.
Two important principles that have a lot in common:
If you make users love you, investors will love you too.
If the people lead, the leaders will follow.
If you have 100 users for your app
You already won. It's not a failure
Think about it:
Getting 100 people to download your app means you solved a real problem
Stop comparing yourself to apps with millions of users
Start celebrating the fact that you convinced 100 strangers to care about your work
So cool! Just got a prototype working
One of the best pieces of career advice I have received:
If you cannot do great things yet, do the small things in a great way
"nothing from my end"
Thirteen images merged into one
Trying on outfits
If you think your app needs more polish, always remember Google shipped Maps without Europe.
Once you accept that you're the problem.
You'll realize at the same time that you are also the answer.
This is the root motivation behind most everything well-done in the world. Build for yourself first, so you can clearly gauge the quality, and you'll likely find others who share your sensibilities. This is the story of Rails and Omarchy alike.
How to instantly spot the mediocre people around you
No one can out-discipline someone who’s on fire with purpose.
That’s the cheat code.
You don’t need more rules.
You need more reasons.
“There are products that become companies, and then there are companies that come up with a product. ... many of the most successful technology franchises were products first, way before they ever became companies.”
Many are really using very long prompt, but still a 100 page prompt would be really crazy.
💼 KPMG built an agentic TaxBot from a 100 page prompt and RAG that turns 2 weeks of work into 1 day.
For preparing tax advice.
---
theregister .com/2025/08/20/kpmg_giant_prompt_tax_agent/
remarkable how much actual business runs on plain texts now. intros, connections, & decisions are all faster than email, so much faster than any “productivity” tool.
i get more work done on imessage than in half the software that calls itself productivity. so, what even is consumer software anymore?
AI unboxing videos are here 🤯
I generated a new Star Wars iPhone and then created a fake YouTuber to review it.
You can make talking heads, but I found the product close-ups + voiceover to be particularly impressive.
How to do it 👇
The magic is in that last 20%. Pain is the filter, few pass it.
What are counter examples to this? Cases where it’s actually quite important to do it well the first time.
Big Shroom hates this one weird trick!
“I would invest in Grok, I would short OpenAI”.
“There is a 50/50 chance the best model is created in China”.
“University is not the best place to learn, no matter what you study.”
This is @antonosika like you have never heard him before.
My 6 takeaways 👇
This walking app is making $750K/month 🤯
With a hard paywall.
And a 28-step onboarding quiz.
Let's break down their onboarding
1/13
At MIT, the only course I ever dropped was signal processing. The DFT math was too intimidating. It’s so easy to just type fft() in MATLAB and move on. Years later, I finally did DFT by hand. ✍️ If you are also afraid of DFT, I hope this helps! ⬇️ Download:
This is discipline:
Monday: 100%
Tuesday: 80%
Wednesday: 17%
Thursday: 20%
Friday: 77%
Saturday: 84%
Sunday: 10%
The art of not feeling 100% every day but showing up anyway.
Someone recently asked me how to get one of them 7 figure AI jobs and I basically described what this guy did. Interesting
Clarity comes from action.
It's worth asking why prefer h1bs over standard Americans - and the answer is fear. H1bs make for good slaves. You can't make an American work 18 hours a day. But for an h1b, you threatening them is threatening to deport their entire family. Does this make sense?
Entrepreneurship requires 10x more discipline than a 9-5. Entrepreneurship requires 10x more discipline than a 9-5.
@tjferrara check your chatgpt cadence
The psychedelic global market is expected to go from $7.4 billion in 2025 to $22.6 billion by 2033.
🧵 Here's how
You can now quickly eval GPT-5 and reasoning efforts across your existing responses. With the built-in grader, compare responses to find the best model and reasoning effort for you. ⚡️👀
Just cold DM'd engineers on Linkedin for 4 hours straight.
Zero thinking, just button click after button click. This my friends is true entrepreneurship in all its glory.
Don't believe everything you see online.
As I predicted (and worried about) AI “personality“ is going to be the battleground for a lot of consumer Ai development. That appears to be the angle so for Grok, and the lesson OpenAI took from the backlash against retiring 4o. It may be consequential.
'I hope this works' = broke
'I'll make it work' = rich
simple
Your environment is stronger than your willpower. Change it.
can't believe this one line is taking your jobs
excited to announce the micro relationship engine
it pulls in all your connections and lets you message them on any platform & automatically updates their profiles and CRM records
but don't call it a personal CRM:
Shopify CEO Tobi Lutke explains Goodhart’s law and why he doesn’t like KPIs or OKRs
“Goodhart’s law is real. The moment a metric becomes a goal, it’s no longer a useful metric… No metric by itself is a complete heuristic for a complex business. There’s a million different tensions in a company, and you can’t keep all of them in harmony by optimizing for one thing.”
For this reason, Shopify doesn’t use KPIs or OKRs. But as Tobi explains, this doesn’t mean they don’t value data and metrics.
“We are extremely data informed. We have invested enormous amounts of money and time into systems that give us basically everything at our fingertips… But what Shopify attempts to do is just not over-fit for what’s quantifiable.”
People love optimizing for highly-quantifiable things because there’s immediate gratification that comes from seeing a number go up. But Tobi thinks that the most important aspects of a product are rarely quantifiable:
“The overlap of the most valuable things you can do with a product and the things that happen to be fully quantifiable are like maybe 20%. Which leaves 80% of a value space unaddressable by the people who only look at quantifiable things.”
He continues:
“Shopify is comfortable with unquantifiable things like taste, quality, passion, love, hate… The sort of deep satisfaction that a craftsperson feels when they’ve done a job well is actually a better proxy if you allow it to be.”
They then have robust analytics systems that tell the company if something’s wrong or a new rollout breaks something.
“We think about it as a cockpit for a pilot. The decisions are still made by pilots, and we think this leads to better results… I think there needs to be more acceptance in business of unquantifiable things… And then metrics take a support function.”
Video source: @lennysan (2025)
the simplest "boring" tech business to start in one image (and how to get your first 5000 customers)
The most valuable asset you own isn't money.
It's your ability to think clearly in a world designed to confuse you.
In a world that wants to destroy you and keep you poor.
But you stay strong and keep paying attention.
Mental clarity is wealth.
OpenAI gpt-oss 120B orchestrates a full video using Hugging Face spaces! 🤯
All of it, in one SINGLE prompt:
create an image of a Labrador and use it to generate a simple video of it
🛠️ Tools used:
1. Flux.1 Krea Dev by @bfl_ml
2. LTX Fast by @Lightricks
That's it, gpt-oss 120B is one of the BEST open source models I've used for tool calling so far! Kudos @OpenAI 🤗
Friendly reminder that startups are about speed of execution and 70% done today is better than 100% done in a month.
WOW 🤯
Ex-OpenAI researcher Leopold Aschenbrenner raises $1.5B for hedge fund. 💰
AI themed hedge funds are pulling in big capital and strong returns. Leopold Aschenbrenner’s Situational Awareness reached $1.5B and delivered 47% in H1.
THE WAVE IS HERE 🚀
His playbook is tight, long the AI value chain, chips, data center gear, and power producers, plus small startup stakes, then offset with smaller shorts in likely losers. He pitches a brain trust on AI, and many investors agreed to multi year lockups.
The risk is concentration. Only a small set of public names touch AI infrastructure, so trades crowd fast, Vistra shows up across portfolios.
January’s DeepSeek shock hit leaders showed that.
Cheap model release from DeepSeek in January briefly knocked big AI stocks down, then those prices rebounded soon after.
That pattern signals crowding risk because many funds were holding the same small set of AI winners, so one shock made a lot of them sell at the same time, which magnified the drop. It also shows volatility, big price swings in short windows when sentiment flips fast.
This moment is weirdly open, and it favors people who actually understand the AI stack. An ex-researcher with real signal can raise $1.5B, post 47% in H1, and do it faster than most pedigreed traders ever could.
Why now. Markets are trying to price bottlenecks that sit far outside classic macro and factor models, like High Bandwidth Memory supply, advanced packaging, data center build cycles, and power grid constraints. If you have hands-on context for chips, training runs, cluster design, and energy, you can connect capex guidance to real throughput and latency gains, then map that to winners in semis, networking, and power. That is an information edge, not a vibe. Funds built around that edge are scaling fast, including Turion at >$2B with 11% YTD through July.
Networks also matter. Ex-researchers often sit close to founders, labs, and compute vendors, so they see demand, pricing, and failure modes sooner, and sometimes get into private rounds that stack on top of public longs. Situational Awareness mixes listed plays with select startup stakes, and its backers include heavy hitters from tech and AI, which compounds the pipeline of ideas and diligence.
Yes, there is risk. The field is crowded because there are only so many liquid AI adjacents, which means drawdowns can be sharp when a new model or cost curve shock hits. January’s DeepSeek release punched the leaders, then they bounced, a clean example of crowding plus reflexivity. The key is sizing, hedges, and knowing where the bottleneck actually moves next.
In my opinion, this is not a passing fad in manager backgrounds, it is a regime change in what counts as “edge.” The hedge fund seat used to belong to the banker with flow, now it tilts to the builder who can read wafers, racks, and megawatts, then express that view cleanly in markets. If you can translate model roadmaps into cash flows, you will outrun most traditional generalists over the next few years. Situational Awareness is proof of concept, and it will not be the last.
---
wsj. com/finance/investing/billions-flow-to-new-hedge-funds-focused-on-ai-related-bets-48d97f41
Stress comes from ignoring things that you shouldn’t be ignoring
My long term goals, 1000 new subscribers a day followed by 10,000 new subscribers a day then 100,000! No idea how I’ll get there but I like setting big goals! Best part is I have no business partners, no investors, no coworkers. I will enjoy the whole delicious pie. 😋
OpenAI gpt-oss has over 5M downloads, 400+ fine-tunes and the most liked release this year so far! 🔥
Great job @OpenAI 🤗
[2/12] Psychosis = a break from shared reality.
It shows up as:
I often wondered how I would find my next hit app. Would it be a unique idea? Amazing ASO mixed with luck? Viral TikTok Videos? Nope! Turns out I just had to give Apple a small fortune in Apple Search Ads! My goal was $30,000 MRR, at this rate I might hit a $100,000+ MRR :)
I feel like I was robbed.
I’ve spent thousands on mosquito treatments for our yard over the years.
Never made any noticeable difference.
Bought these, and within a couple weeks, the mosquitos are down probably 90%.
Maybe my best purchase under $100 ever.
Indian state refineries start buying oil from US and Middle East instead of Russian.
maybe he sees more than I do though
On this note I just noticed that the genius boy Leopold's AGI hedge fund "Situational Awareness LP" is really, really big on Intel.
I think that the main reason why corpos hate Software Engineers and constantly try to replace them with different Tech is not because they are expensive. Corpos drop huge loads of money on things all the time. It's because Engineers are just too culturally alien.
Not a month goes by where I don't remind myself of this fundamental truth: There is no speed limit. It doesn't just apply to learning, but also to doing. Everything can be done faster, if you judo the problems, and decide to see it through.
It’s impossible.
People can't ignore you forever.
If you keep on creating content, sharing your knowledge, thoughts and opinions.
At some point people would have no choice than to pay attention.
I've met more than a few programmers like this. Usually highly competent, but aggrieved that their impact on the world hasn't measured up to their ego. And the safe space is to consider most everyone else an idiot. Sad!
The 4 qualities of a great career:
LSTMs made AI remember before Transformers took over—here’s the 15-step by-hand ✍️ guide you can download byhand.ai/p/26-lstm
----
100% original, made by hand ✍️
Join 31K+ readers of my newsletter:
Every billion dollar B2C app niche
Has a million dollar sub-niche
Habits app → for women
Cooking app → foods for babies
Fitness app → home workouts
Finance app → for students
Language app → for travelers
Meal prep app → for gymrats
Nothing is ever “over saturated”
Every app screenshot should answer 1 of 3 questions:
1. What does it do?
2. Why should I care?
2. How fast can I see value?
I'm not gatekeeping anymore
The secret for Rise to grow from $10k/mo to $300k/mo in 3 months is to watch all of this guy's video
Steve is the goat
Weed makes you snack.
Alcohol makes you text your ex.
Mushrooms make you connect the dots.
Your company will fail for 1 of 2 reasons only:
1. You don’t build something people want and you extract value from that.
2. The people building it hate each other and break up.
Really is that simple why 99% of companies fail.
THE PALANTIR MAFIA 🔮
Palantir alumni founders have raised $34B total, at an average of $800M per company, and created 15 unicorns
Over 6% created companies worth over $1B
you have to be blind at this point to not see the future.
the era of traditional software, as a stable object with version numbers, roadmaps & feature sets, is pretty much gone. we’re prolly just slow to admit it.
future systems will be fluid, ambient, entangled with context. e.g. you summon capabilities, no real “apps”. you speak, gesture, or hint but never have to learn a single interface again that’s not personalized for you.
the end of software as we knew it is here, not near.
nothing has done more to lower the median IQ of programmers than javascript
not even php
Exercising 4h after learning enhances activation of the hippocampus & improves memory retention.
Exercising immediately after has no effect.
Someone asked how to expand startups' ideas. The best way is to shrink the idea down to its essence, then ask how broadly that essential idea could be expanded. You have to shrink it first, though, or there will be random stuff left in it that impedes its expansion.
The future lies in these pile of books
it's literally that simple.
Lisa Su: Find the toughest problems and volunteer to solve them.
I can't stop making AI frappuccinos
Say hello to Claude Opus 4.1, our best model yet for real-world coding, reasoning, and agentic tasks.
The frontier continues to move forward one update at a time.
🐊💥🦵
Now lets see if it can beat the boombox.
8.6% of the world's population uses ChatGPT weekly...
Yesterday I released a bunch of changes to my website, including a healthier tag tree, ~350hrs of videos, more quality resources across some subjects, and synced the last 2 weeks of resources I've read (including a couple of research papers etc)
Lots of minor UX changes too
How to retire early:
Repeat until free.
Hit publish 999 times.
You will find what works.
Talk to 99 prospects.
You will land one big client.
The rules are the rules.
You need to take more shots.
The person with the most urgency usually wins.
@_opencv_ Symptoms include
Alignment + velocity + execution trifecta.
straight out of AI-safety decks and LangChain docs, not a normal human’s vocab set.
Noun-ified verbs
hook line, then em-dash list with one-liner explanations. default summary output
Claude was born a mad genius
Social media mood barely predicts stock moves, while the plain count of Reddit comments or Google searches explains more of the daily swings.
They found, Sentiment metrics barely matter. Plain counts of Reddit comments and Google searches track price jumps.
Simple crowd metrics, like Reddit comment volume and Google search interest, correlate strongly with and even causally push stock price changes, and the price swings feed that activity in return.
🚀 Why this study
Retail traders on r/wallstreetbets pushed GameStop up by about 7900% in early 2021, so the authors asked whether chatter on that forum can regularly signal price shifts.
They picked GameStop (GME) and AMC, scraped roughly 7 million posts from 2021‑01‑04 to 2021‑03‑31, and kept an eye on comment counts, emoji jokes, and search traffic.
The goal was to see if any of that noise actually leads the tape instead of simply following it.
📊 Building the dataset
Every post mentioning GME or AMC went through cleaning and tokenisation so models could read it.
About 561 563 posts used at least one emoji, with the rocket and diamond‑hands icons topping the chart, because users love shorthand like “to the moon.”
Google Trends supplied a daily interest score from 0‑100 for each ticker, giving a second crowd signal that is not tied to Reddit.
Another quote, by Aaronson this time:
“Computer science is the study of what you can do with precise sets of rules, with computations, meaning just sort of manipulations of symbols according to rules. And in that way, it is very, very closely allied with math. In fact, for most of history, I think computer science would have been very hard to distinguish from math. But it has a different aesthetic, maybe, and a different focus. Because unlike in math, our goal was not just proving that things exist, it is always sort of figuring out how to construct those things. And then even more concretely than that, you know, figuring out like what resources you need to actually find the prime factorization of a number or find the shortest path through a graph or anything like that.
And so I think of computer science as a continuum now. At one extreme of the continuum, it simply is math. I mean, theoretical computer science could be seen as just a branch of math, which would make sense sort of under the definition that I've given. But then at the other extreme, it is engineering, because you are concerned with building actual devices that will implement these mathematical ideas, that will sort of breathe fire into them, so to speak.”
the CLEAREST path to $5m ARR AI startup is something nobody talks about on X, is BORING and requires 0 venture investors.
it's called a leveraged agency. & i'm gonna show you exactly how to build one.
Phase 1: learn by doing ($1-5k/month)
find a b2b/prosumer problem so boring it makes people want to die. insurance forms. invoice processing. review responses.
the more soul-crushing, the better.
now here's where everyone mess up up: they rush to build software.
slow down, cowboy. we'll get there.
you do it MANUALLY. like a caveman. $2k/month to be someone's human copy-paste machine.
your friends raising seed rounds will think you've lost it. they're building "the future." you're copying data from PDFs. they'll feel bad for you, and you'll probably feel bad for yourself too.
but when you do the work manually, you learn what NO customer interview will teach you. which fields actually matter. what breaks everything. what clients say they want vs what they'll actually pay for.
YOU EARN THE INSIGHT.
six months of this. pure pain. pure learning.
Phase 2: Build the Machine ($5-25k/month)
month 7 hits different.
you've seen every edge case. every stupid request. every way a human breaks the process.
NOW you build. not a product. a SYSTEM.
AI agents are your new employees.
you're duct-taping AI agents together to do EXACTLY what you were doing manually. and better.
you dont need to reinvent an agent platform. you build on top of lindy, gumloop, use claude code/cursor.
here's the beautiful part... you keep charging the SAME price.
client doesn't care HOW you do it. they care that it's DONE.
your margins just went from 40% to 80%. you can handle 50 clients instead of 5.
you keep costs low, begin using agents to fulfill some of the work. you become a lindy ai, gumloop, claude code/cursor g.
Phase 3: Package the Magic ($25k+/month)
time to segment, you add new pricing tiers.
Enterprise: $8k/month. white glove everything.
Self-serve: $500/month. here's your login, figure it out.
API: $99/month. for the nerds.
same backend. different prices. pure profit.
watch this: "we use AI to revolutionize workflows" → crickets.
"we process your forms in 24 hours with 99.9% accuracy" → SHUT UP AND TAKE MY MONEY.
"BuT yoU mAkE it SouNd sO EaSY. HoW to gEt CuStoMers"
every week, solve ONE problem in public:
"client had 47 customs delays. built this tracker. saved $80k. here's the exact template."
give it ALL away.
1000 people see it → 100 save it → 10 try it → 1 succeeds → 9 become clients.
you put paid ads behind the organic stuff that is working.
that 1 person tells everyone you gave away the secret sauce. the 9 who failed? they pay you $3k/month because doing it themselves is harder than it looks.
Why the leveraged agency is a good business to start if you want to make a few million
venture-backed startup: burn millions. maybe win. probably die.
leveraged agency: profitable day one. still good multiples. t
no fundraising. no board meetings. no product-market fit risk because you ALREADY KNOW the market pays for this.
you can find a bunch of these ideas at @ideabrowser (free one everyday!!)
everyone wants to change the world.
the world just wants their PDFs typed into Salesforce.
find boring problem → do it manually → build AI agents to replace yourself → charge service prices for automated work.
highest probability path to $5M ARR for an AI startup in 2025.
Read this. It will help you.
you increase your surface area for luck by building things you care about and talking about them often
This my new 250+ page AI by Hand ✍️ Workbook (eBook) 👉
Building excellent software engineering agents is significantly harder than people think. Lovable is hiring the best engineers in the world to help us do it.
Leave your questions about how it is to work at Lovable, I'll answer each question on hackernews:
Gemini projects vibe coded by designers 🧵👇
If I we’re 20 years old in 1945 there’s a chance I’d have 4 confirmed kills in the Pacific Theater.
Each generation carries a burden. But man we do have it good today compared others.
Any major angel investors use a fund admin to handle marks etc?
Any recs? I have about 150 angel investments and having trouble tracking them all 😅
Also, @daniel_mac8 deserves credit as the guy who tweeted about Amp to get my attention!
If you want to get acquired don't skip preparation and showing buyers that you've built a well oiled machine.
Christopher Lier sold in 30-days on @acquiredotcom by showing exactly how his business ran including a 300+ item doc, tight QA, clean SOPs.
THIS APP IS INSANE
"Prove It" makes $350k a month
It scans any supplement and tells you what works and what's safe, backed by science.
Let´s break down their onboarding👇 🧵
1/25
Repeat after me
Doing Local SEO is the easiest way to $6.9k/mo in 2025
Here's my 65-point SEO checklist (bookmark for later):
Hey, so you know the drill, if you bookmarked this, why not give it a like, comment, and give me a follow as well?
Appreciate you, and if you’re in the market for an AI local seo agent, then check out localrank. so
1. Google Business Profile Optimization
2. Website & On-Page SEO
3. Reviews & Reputation Management
4. Citations & Local Listings
5. Local Link Building
6. Behavioral Signals & User Engagement
7. Tracking, Reporting & Tools
BONUS: Advanced / Grey Hat Tactics
By the way, if you want this sent to your inbox, comment "LOCALRANK" + bookmark this post and we'll DM it to you for free (must be following)
📣 Attention Claude Code users: please help us test our new native builds.
We are beta testing a new distribution that is packaged as a single binary. No need for npm!
If you have a working claude installation already, just do claude install