Nikunj Kothari

Waymo spent 15 years getting from 90% to mostly autonomous. Companies are about to learn the same lesson..

I thought last summer was busy in VC land.. This summer is just bonkers. Truly. So many (good) companies raising at the same time. Feel bad (not really) for all the VCs who’ve already jetted off for Europe 😅

Psycho-analyzing yourself is one of the core things that LLMs seem to be naturally good at (things like where I'll be in 50 years, what did I not know myself, create image of what you think I do..) This was a fun one to test, but so cringe to read. Needs to glaze less 😅

Opendoor DMs and group chats have been so 🔥 today. Home buying and selling process is so fundamentally broken and this company really needs to thrive. Genuinely so happy for the team and long may this run continue!! (not financial advice)

As you get older, you realize the “simpler” it is, the harder it is to actually do it. It’s counterintuitive since it looks so “easy”. But there is so much depth behind the simplicity that’s hidden from plain sight. Simple products. Simple writing. Simple people.

One day some founder raising their Series A will just send me a MCP server link to all their documents - with everything being in Markdown.. And that day will be glorious 🙏 (yes, add this to the next sh!t they say in Silicon Valley episode)

Era of the data walls for incumbents has now begun.. > Slack just shut down access with ridiculous rate limits > X increased API pricing 10x a few months ago > Reddit famously added millions of dollars by blocking crawlers > Many websites using Cloudflare’s blocking feature…

Ethan is the rare writer who has courage, chutzpah AND high IQ.. His last two pieces are simply phenomenal and I highly recommend everyone reading it.

Era of second movers in AI applications has begun.. And, it’s quite crazy to see them lap circles around companies that were started even after ChatGPT launched. Now it’s a matter of a) can they win distribution or b) can incumbents rebuild product fast enough? Fun times 🍿

ChatGPT agent should just be called AGI.. this is bananas. Incredible launch.

Things VCs will say, till their deathbed, instead of writing that damn check.. > would love to grab coffee > how about a walk tomorrow > A meet B - you two have context > let me talk to my team > you should totally come to my dinner > do you have a data room > do you have a…