Very often I find myself writing code manually, because it’s faster than explaining to LLM what I want. Is anyone working on a more concise computer language for the new age? Math is a language we use instead of English, need the same for computers.
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Very often I find myself writing code manually, because it’s faster than explaining to LLM what I want. Is anyone working on a more concise computer language for the new age? Math is a language we use instead of English, need the same for computers.
After two decades, it's not easy to improve the signup conversion rate of Basecamp. But this new design did just that: +12%! Enough people have clearly been drowning in a sea of poorly-connected tools for this to resonate.
The foresight of Sam Altman is insane
You have to assume that there will come a moment in the very near future where AI can outperform you in every task/job you consider yourself an expert at
And when that day comes the only thing left to do, is create. Make shit.
Imagine what doesn’t exist yet. Start shaping the world with your ideas. Use AI as your instrument, not your replacement.
Use it to extend your reach, test faster, think bigger, ship bolder.
Because if knowledge is solved, then creativity becomes the last scarce resource
It’s the little things. 😊
16 Investing Options
A great app idea is simple:
→ Find a top app
→ Read 100 bad reviews
→ Build a better version
They’re telling you what to fix. For free.
Aman Sanger on scaling Cursor to $100M in revenue in 12 months
The four co-founders started working on Cursor in January 2023.
“It was about 2-4 months of experimenting, trying different things and finding something that fit,” Aman recalls. “Then we shipped it and it had an okay launch.”
The initial version of Cursor got some initial buzz because they shipped it with GPT-4 at a time where very few products were using Open AI’s latest model. But then usage tanked.
The team began to doubt their approach after the failed launch. Aman explains:
“The entirety of that summer was just incredibly slow growth, and that was somewhat demoralizing. The big question in our minds was, ‘Are we being too ambitious?’ We were trying to build this general purpose thing for all engineers, but with this really small team, maybe we should focus more narrowly on some particular use case like tests or bug detection.”
But the fact that they were users of the product gave the team the confidence to keep going down their initial path:
“The really magical thing about this product was that we were users of it. So we could iterate incredibly quickly, and we tried all these different things that summer. Then we found this core set of features that worked incredibly well.”
The two key features were Command K for instructed edit ability and code-based indexing that let you ask questions about your whole code base.
“After we integrated those two features and launched them, growth kind of just took off.”
Aman continues:
“A lot of the work of Cursor has been just experimenting with what is possible. For everything you see in the product, there’s like 10 failed experiments that didn’t work… All of our work for the first 6 months to a year was trying to find new ways to harness these models and make these models better for programming.”
Another factor that contributed to Cursor’s success was their willingness to ship half-finished features:
“We released these half-finished things, which a lot of our competitors refused to do. The first version of Copilot++ and Cursor Tab sucked. But once you release it to the world and see how people react to it, you can improve on it a ton… We biased toward releasing as soon as something shows signs of usefulness to the team.”
Video source: @peakxvpartners (2025)
I added Ollama to our AI hedge fund recently.
My favorite LLM is Gemma 3 (27B) right now.
Main highlights:
I love that it's 100% free to use.
Private equity firms when the revenues don’t go up 20% just because that’s what the excel model said
Work backwards from the outcome you want
It works
Living the best life.. 😊
@miramurati will challenge for the Mandate of Heaven, and it will be a battle of the ages.
Raise your expectations on her lab by a lot.
o4-mini is the single greatest search engine that I have ever used. It can scan the entirety of PyTorch’s github to find the exact operation I am interested in
If it’s hard for you, it’s hard for everyone. And most people avoid hard things. Which is why you can beat most people by just trying.
Unreasonably effective writing advice:
"What are you trying to say here?
Okay, just write that."
Your ability to tolerate boredom while repeating the same action determines your odds of success.
IBKR v. Charles Schwab
Interactive Brokers had a much better positioned balance sheet heading into the 2022 rate hike.
$IBKR $SCHW
It takes less time for AI to generate a song than for a person to listen to it. It seems like a good standard for "AI is above human level in music" to be whether or not someone is willing to listen only to an all AI-generated channel. I don't think anyone is doing that, though?
The most valuable executive trait isn't intelligence or experience—it's the ability to move mountains without making enemies.
Someone who will run through walls and navigate bureaucracy, difficult people, and coordination problems without upsetting everyone along the way.
Usually you get two types of executives:
Type 1: Competent but doesn't want to shake the apple cart:
"I went to this person from the HR team to change this, but they told me it's impossible. What do you want to do?"
This is not helpful. Now I have to figure out the strategy and probably do it myself. They quit at the first sign of resistance.
Type 2: Semi-incompetent and chaotic, but pisses everyone off
"I told them they need to deliver what I asked for by Tuesday or we're going to have a serious problem!"
(Invariably, after they report this, you receive a text from Jerry in HR saying everyone is going to quit if this guy isn't fired.)
This is also not helpful either. Now I have to clean up their mess, and probably fire them otherwise my team will revolt.
What I look for:
Competent but masterful at helping people understand why what they are doing is important and getting them onside, while still being highly assertive.
"The guys in HR pushed back, but I explained why this is so
important and gave them the context. I told them I understood why it's hard for them and that I'm being annoying, but that it's critical and they are going to save the day if they can deliver. They grumbled, but they're going to get it for you by Tuesday"
When the HR guys deliver it, she takes them all out for a steak dinner to celebrate together.
And she did this without me having to give any direction outside of the original objective.
Do you know someone like this?
They are in short supply and I want to hire them.
Tell them to email me and list the three most important books that gave them this skillset :-)
We’re at a very important inflection point in tech history.
"There was one quality of mind which seemed to be of special and extreme advantage in leading him to make discoveries. It was the power of never letting exceptions pass unnoticed."
— Francis Darwin on his father
TIL that Claude Code increases the "thinking" budget to maximum if you tell it to "ultrathink", which is a step up from "megathink", which is a step up from "think" simonwillison.net/2025/Apr/19/cl… - via
One of the questions I ask startups is how long it's been possible to do what they're doing. Ideally it has only been possible for a few years. A couple days ago I asked this during office hours, and the founders said "since December." What's possible now changes in months.