EMBRACE OPEN SOURCE

“I think, like, one, I think if you've worked at an infrastructure company like, we were once in a meeting with a bunch of AWS execs, and this was, you know, like, very senior AWS folks. All their pages went off multiple times, during our forty five minute meeting. You know? Like, it's a I I I think, like, it's it's it's very much like it's a cultural thing. But, yeah, like, I I don't you know, our, like, inference can't go down and, like, you know, we you know, you you you learn to like, you know, what's this? Like, I think Amir, my cofounder, when his pager goes off, his seven year old said, is that a p zero? Oh, is that is that is that a p zero? And so, you know, I I think that is you just have to get used to it, and that's the culture you live in.”

“Not a lot of people ever considered the way the agent sees the world. So empathy. Being empathetic towards the agent. You bitch at your stupid clinker, but you don't realize that they start from nothing. And you have, like, a bad agents in default that doesn't help them at all. And then they explore your code base, which is like a pure mess with like weird naming. And then people complain that the agent's not good.”

“Because they all take themselves too serious. Like, it's hard to compete against someone who's just there to have fun. I wanted it to be fun. I wanted it to be weird. And if you see, like, all the all the lobster stuff online, I think I I managed weird.”

“In general, it's almost like Opus was is a little bit too American and I should maybe it is a bad analogy. Some other comparison is like, Opus is like the coworker that is a little silly sometimes, but it's really funny and you keep him around. And Codex is like the the weirdo in the corner that you don't wanna talk to, but is reliable and gets shit done.”

“I do think that to, to some extent is I I think there is importance to The US that we develop our own models. I think that that would be a massive loss if that there are five companies, you know, five different labs in China that are creating open source models, and we're struggling to get one set up. So it's necessary. I also think it's inevitable. And, you know, like, the deep sea the deep sea moment a year ago, I remember someone saying to me and I thought it was, like, very well said, which is, like, and the world's changing a lot, but they said, hey. You know, we should kinda just forget Mhmm. That this is a Chinese model. We should just act like this came from Mhmm. From meta and and build and build with that in mind.”

“I just send it a message. And and then a typing indicator appeared, and and I'm like, wait. I didn't build that. It's only it only has image support. He sent me a message, but it only only was a file and no file ending. So it I checked out the header of the file, and it found that it was, like, Opus. So I used FFmpeg to convert it. And then I wanted to use this, but you didn't had it installed. But then I found the OpenAI key and just used curl to send a file to to OpenAI to translate, and here I am.”

“I noticed that on Discord, people just said how they like, what they build and what they use it for. Why do you need my fitness pal when the agent already knows where I am? It can modify my my gym workout based on how well I slept or if I'm if I stress or not. Why do I still need an app to do that? Why do I have to why should I pay another subscription for something that the agent can just do now?”

“The first question I got was, yeah, but what about the insane water use on data centers? But then you actually sit down and do the math. And then for most people, if you just skip one burger per month, that compensates the the CO2 output or, like, the water use in the equivalent of tokens. So so there well, like, golf is still using way more water than all data centers together. So are you also hating people that play golf?”

“I do think that to, to some extent is I I think there is importance to The US that we develop our own models. I think that that would be a massive loss if that there are five companies, you know, five different labs in China that are creating open source models, and we're struggling to get one set up. So it's necessary. I also think it's inevitable. And, you know, like, the deep sea the deep sea moment a year ago, I remember someone saying to me and I thought it was, like, very well said, which is, like, and the world's changing a lot, but they said, hey. You know, we should kinda just forget Mhmm. That this is a Chinese model. We should just act like this came from Mhmm. From meta and and build and build with that in mind.”

“I had this, I had a shoulder operation a few months ago. And the model rarely used heartbeat, but then I was in the hospital. And it knew that I had the operation, and it checked up on me. It's like, are you okay? And I just it's like, again, apparently, like, if something significant in the context, that triggered the heartbeat when it rarely used the heartbeat. And it does that sometimes for people, and that just makes it a lot more relatable.”

“MCPs, that has to be added in training. That's not a very natural thing for the model. It requires a very specific syntax. And the biggest thing, it's not composable. So imagine if I have a service that gives me better data and it gives me the temperature, the average temperature, rain, wind, and all the other stuff. As a model, I always have to get the huge blob back. But if I would build the same as a CLI and it would give me this huge blob, it could just add a j q command and filter itself.”

“There was like, one of my projects before already did something where I could bring my terminals onto the web. My search drivers literally just hooking up WhatsApp to cloud code, one shot, the CLI. Message comes in. I call the CLI with minus p. It does its magic. I get the string back, and I send it back to WhatsApp. And I I built this in one hour. And I felt I already felt really cool. It's like, oh, I could I can, like, talk to my computer.”

“I think, like, GPUs as a service is not sticky. I think that's been seen. Like, customers generally just see that as as commodity. Imprint with the software they included is incredibly sticky. You know, like, just just like, you know, none of our top 30 customers have ever churned. You know, we're talking, like, 400% annual NDR Mhmm. Around our business. And so it's like very it's, it's very, very sticky. So I think that software layer is very important.”

“I think, you know, there there's so much narrative around the supply crunch. And no matter like, as much as we hear about it, I don't think people realize how bad it really is. Like, there is, you know, there is very, very little Slack compute available. Like, you know, we we run pretty large clusters ourselves, and we run them in, like, uncomfortably high utilization. You know, we when I'm saying we're, like, mid nineties utilization Mhmm. Most of the time.”

“I think the application layer will exist for a number of reasons. One is because, you know, I think this idea, that what it what is valuable to a company, is, you know, the the user signal that they can gather, that only they can gather. And to the extent that that is encoded, in a model, I think a lot of their business will, be at risk. But to the to the extent that it is encoded in workflows, that is where they will be able to develop notes. So a good I think a good example of that is, say, a company like a bridge where the clinicians edits of the notes and what they do with those notes after the fact and the, the thing that happens in, inside the earmark three steps down, and that becomes a workflow that only”

“I think the application layer will exist for a number of reasons. One is because, you know, I think this idea, that what it what is valuable to a company, is, you know, the the user signal that they can gather, that only they can gather. And to the extent that that is encoded, in a model, I think a lot of their business will, be at risk. But to the to the extent that it is encoded in workflows, that is where they will be able to develop notes. So a good I think a good example of that is, say, a company like a bridge where the clinicians edits of the notes and what they do with those notes after the fact and the, the thing that happens in, inside the earmark three steps down, and that becomes a workflow that only”

“I think the two or three things that I'll say is, like, you want people where you can give them whole problems. Yeah. And so, like, you know, if if you are if you feel like you are micromanaging, if you feel like you need if you feel like, you know, you you have to be involved in everything, I think that's a bit of a cop out as a founder because you're just like, I just need to be involved in everything. It's like, no. You probably don't have the right people. I think the second thing is, be very, very clear what you're optimizing for.”

“I think, like, one, I think if you've worked at an infrastructure company like, we were once in a meeting with a bunch of AWS execs, and this was, you know, like, very senior AWS folks. All their pages went off multiple times, during our forty five minute meeting. You know? Like, it's a I I I think, like, it's it's it's very much like it's a cultural thing. But, yeah, like, I I don't you know, our, like, inference can't go down and, like, you know, we you know, you you you learn to like, you know, what's this? Like, I think Amir, my cofounder, when his pager goes off, his seven year old said, is that a p zero? Oh, is that is that is that a p zero? And so, you know, I I think that is you just have to get used to it, and that's the culture you live in.”

“My criticism of MoltBook is that I believe a lot of the stuff that was screenshotted is human prompted, which just looking at the incentive of how the whole thing was used, It's obvious to me, at least, that a lot of it was humans prompting the thing so they can then screenshot it and post it on x in order to go viral.”

“I think, like, GPUs as a service is not sticky. I think that's been seen. Like, customers generally just see that as as commodity. Imprint with the software they included is incredibly sticky. You know, like, just just like, you know, none of our top 30 customers have ever churned. You know, we're talking, like, 400% annual NDR Mhmm. Around our business. And so it's like very it's, it's very, very sticky. So I think that software layer is very important.”

“I think, you know, there there's so much narrative around the supply crunch. And no matter like, as much as we hear about it, I don't think people realize how bad it really is. Like, there is, you know, there is very, very little Slack compute available. Like, you know, we we run pretty large clusters ourselves, and we run them in, like, uncomfortably high utilization. You know, we when I'm saying we're, like, mid nineties utilization Mhmm. Most of the time.”

“I think the two or three things that I'll say is, like, you want people where you can give them whole problems. Yeah. And so, like, you know, if if you are if you feel like you are micromanaging, if you feel like you need if you feel like, you know, you you have to be involved in everything, I think that's a bit of a cop out as a founder because you're just like, I just need to be involved in everything. It's like, no. You probably don't have the right people. I think the second thing is, be very, very clear what you're optimizing for.”

“I had two browser windows open. One was like an empty account ready to be renamed renamed to Cloudbot. And the other one, I renamed to Modbot. So I pressed rename there. I pressed rename there. And in those five seconds, they stole the account name. Literally, the five seconds of dragging the mouse over there and pressing rename there was too long. Because there's no those systems I mean, you would expect that they have some protection or like an automatic forwarding, but there's nothing like that.”

“If you think that, oh, yeah, work really hard and then I retire, I don't recommend that because the idea of, oh, yeah. I just enjoy life now. It maybe is appealing, but right now, I enjoy life the most I've enjoyed life. Because if you wake up in the morning and you have nothing to look forward to, you have no real challenge, that gets very boring very fast. And then when when you're bored, you're gonna look for other places how to stimulate yourself. And then maybe maybe that's drugs.”