You're spending too much on AI. You're also using too little. But, we got you. We wrote about the framework we use at Ramp to evaluate whether we're actually getting value: engineering.ramp.com/post/ai-spend-…↗

how many of you have a codex chief of staff thread? what kinds of stuff do you have them look over?↗

"The age of the solopreneur" by @stripe's in-house economist @ernietedeschi. stripeeconomics.com/p/the-age-of-t… and some of the charts to save you a click.↗

Many people asked how the World Cup posters are generated. I wrote a breakdown of the system behind them. It covers the chrono-grid, visual encoding, and the rules that transform a match into a poster. zehfernandes.com/posts/how-i-tu…↗

For weeks, I have been building the world’s most complicated button More at devouringdetails.com/system↗

best writeup i've seen on steering Claude Code. every way you instruct it costs a different amount of context, and it takes some more seriously than others. clear enough that you can drop the article into Claude Code and have it clean up your own config. …↗

Evals: the strategic IP that will define the next era of AI We've spoken to hundreds of execs in the past few months, and we're hearing a clear refrain: "AI isn't delivering ROI yet, but we're all in, so we need to figure it out." Execs know there's no going back. But their AI…↗

WTF Is a Loop? Part 2: The 15 Loops People Are Actually Running (and the Commands to Steal Them) Earlier this month I wrote [WTF Is a Loop? Peter Steinberger vs. Boris Cherny](x.com/mvanhorn/status/2063865685558903149), which did 3.6M views on what a loop even is. This is the se…↗

many people asked me to make a video about my complete agentic engineering workflow excited to share it's finally here!!! it took me about 20 hours in total to record this 45 minutes of walkthrough - it covers everything i do to ship production quality code at an average 40+ PR…↗

if anyone is looking for more background on EUV, I liked this book on ASML↗

How I got /loop and /goal pilled↗

New Media, One Year In A16Z New Media is one year old! And we’ve had several portfolio companies (and other venture firms) ask us how our team works, how we built it, and how they might build their own. Here is what we share with them: If you’re ever pitching a16z, at some poin…↗

New Frontier Red Team blog: Phase 2 of Project Fetch, where we test how well Claude can program a robodog. Opus 4.7, on its own, was ~20x faster than last year's best human team aided by Opus 4.1. (The robodog, alas, still failed to fetch a beach ball.) …↗

Kimi K2.7 Code vs Claude Fable 5: Landing pages that cost 94% less We ran an experiment where we had Kimi K2.7 Code and Claude Fable 5 each produce 12 landing pages for a side‑by‑side comparison. Overall, Kimi K2.7 Code cost about 94% less (16x less) than Fable 5 and yielded sim…↗

We built an internal AI system called Builderbot. It coordinates agents across our entire codebase. Engineers tag it in Slack, and it researches, plans, and ships. The story so far: - 200,000 operations per day. - 1,500 pull requests merged per week. - 15% of all production code…↗

GLM 5.1 vs GLM 5.2 6 advanced HTML canvas challenges: 💧 Ink diffusing in water ⚔️ Energy-blade duel 📱 Slide to unlock 🅿️ 360° parking assist 🔥 Burning letter to ash 🏠 Build-a-house sequence Pure canvas, zero libraries.↗

We're introducing GLM-5.2, our latest flagship model for long-horizon tasks. It marks a substantial leap in long-horizon task capability over its predecessor GLM-5.1 and, for the first time, delivers that capability on a solid 1M-token context. GLM-5.2's new capabilities include:…↗

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Our latest economic research introduces a framework for tracking Claude Code as it scales. Who is using Claude Code, and what are they using it for? How is the value of tasks changing? And how much does domain expertise shape whether a session succeeds? …↗

Investing is Hard You make the most money when you are right and contrarian. -- Many of us greatly admire Warren Buffett and Charlie Munger. They have taught us so much about consistent compounding, playing the long game, and the elements of a great business. Berkshire Hathawa…↗

x.com/i/article/2066…↗

"I'm not an engineer but somehow I'm able to ship things of value, which is crazy and weird and still blowing my mind." Here's my new episode with @mvanhorn, a non-technical founder who has contributed to 100+ open source projects and reached 44K+ GitHub stars despite not knowin…↗

Watch @HarryStebbings ask @matanSF all the difficult questions about commoditization across the AI stack, Factory's controversial culture, or whether US startups should use Chinese models. The 20VC episode is out now!↗

A frontier without an ecosystem is not stable I’ve been thinking a lot about the future of the firm in an AI-driven economy. This transition is different than any previous platform shift. In the past, we used digital systems to enhance human capital. This is the first time we c…↗

The Physics of a Fable # The Verifier is the Moat ## How Fable was probably built, and why its lead is measured in months rather than years Disclaimer: Everything here is personal inference with publicly available information, but don't bet against Rafadomis. Every attempt to…↗

When I struggle to structure my thoughts about what's happening I turn to writing. Today about the recent US Anthropic ban news, what it says about power and dependency, and what it should mean for Europeans and citizens of the world. It's a long one. …↗

watch me how i work with coding agents like a caveman. youtu.be/DPgJjRdQWrg?is…↗

x.com/i/article/2065…↗

To All the Folks Who Are About to Be Rich You did it. Congrats! All your hard work and lucky stars and ancestors' sacrifices have led you to this day: your stock is about to be liquid. And you are about to be rich. I use the word "rich" quite loosely. It means different things…↗

5 things @alanaagoyal does differently > solo gp that commits code every single day > doesn't take pitch meetings > runs her agents in cmux on top of @mitchellh's ghostty > built her personal website using a dozen of her own portco's products > automated her investor updates wi…↗