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@creatine_cycle
i don't think that now is the best time to be in SF.
i think that time was 2022 after covid where SF felt like gotham city and the real sickos had weathered the storm while starting the juggernauts of today.
2026 SF feels reminiscent of the 2010s when it was consensus to be here and the striver could chase 200k-300k at big tech.
the conversations and discourse in SF reflect this now. AI is priced in and we have ended up in a 2 week news cycle where there is a sequence of new benchmark breaking releases, a scandal with political fallout and weird little bits of cringe striver slop in between.
it's not all bad and the pace of progress on the frontier is staggering and interesting. but i have a hard time believing that this amount of capital and comfort surrounding AI is creating the environment that will breed many more cursors or midjourneys like that of 2022.
i love it here and always have but it is consensus to be here now. it's always less interesting when that's the case
We're helping world-class organizations like @klaviyo build agentic deployment platforms.
① Connect every agent (claude, codex, cursor…)
② Configure SSO via their IDP (Okta, Entra)
③ Now everyone can cook, securely®
What happens to SaaS once every company sets this up? I get this question a lot 😁
First, the data must come from somewhere. These apps only work if they can be infused with business data.
This is why we see the big enterprise SaaS players suddenly prioritize shipping CLIs and MCPs. Or dust off APIs they were neglecting for years.
The new 'procurement bar' will be how ergonomic your product is for *agents*, rather than humans. How easily they can navigate your ontology and work with your data.
Once that's in place, there's a long tail of SaaS applications that I suspect will never be bought again. They'll be generated. They'll be more secure, more performant, more modern, and tailored to each company's and employee's needs.
I'm building a video editor by making Cursor edit my video
This is a Cloud Agent with the editor loaded
Cursor is using Grok 4.7 to edit the video via MCP, then testing the UI
At each failure, the agent reflects then fixes the product. The goal is a clean end-to-end edit
With the right feedback loops, you can autonomously build software
This is an extremely good watch.
The things that felt novel/interesting to me:
1. Lock down your agents
Humans tend to like 'sharp knife' abstractions - that are powerful, but you can cut yourself if your use them wrong. Lauren says agents perform much better in extremely locked-down environments. Abstractions are designed so they can't screw up, and lint rules enforce it.
They built a whole internal framework (Dune) to keep the agent on track.
That helps optimise agents that don't have a large context window to work productively in your codebase.
2. Create verification infrastructure
To trust the results of any agent, you either need to sit and watch it OR have it provide evidence of its improvement. This has always made sense to me, but Lauren really pushes it hard here:
- Invest in custom CLI's that let the agent drive the app and measure its performance
- Make the app "factory ready" from the get-go - i.e. deployable to an environment where the agent can mess about with it
3. Feature Maps
Lauren's software factory (what she calls an 'outer loop') often requires the agent to break down vague bug reports from users and to turn those into potential fixes.
To aid that, they built a 'feature map' of all the main features in their application, which describe exactly how the app is supposed to function.
This has become essential for helping the agent navigate the codebase, and figure out quickly how things are supposed to work. It's maintained along with the codebase, and kept in sync via automations.
This is the kind of documentation I usually warn against. It goes stale quickly and can confuse agents if it's not kept up to date.
But Lauren's team are using it as critical navigation infrastructure, and it makes it possible for agents to explore faster and better - even on a large codebase. So it sounds like navigation docs like this are worth it if they enable new behavior.
Banger talk - watch the whole thing on 2x.
The product manager role is 3 jobs. Most people want 1.
Here's how to hold them all:
It's still the classic job that we saw when Martin Eriksson (@bfgmartin) drew it in 2011. You have to be at the intersection of what customers want, what will move the business forward, and what's just become recently possible.
But with AI the PM has moved closer to everything.
Customer
What is worth solving?
You want to get as close to the customer as possible. We used to be gated by UXR with access to our customers, with analysts with access to our data. All those barriers have dissolved, and with MCP or CLI connections, PMs are put right into the center of their most important customer data. And with AI automations, PMs can get more time to spend with actual customers.
Tools: @hidovetail @pendoio @intercom @Zendesk @hotjar @Qualtrics
Engineering
What is possible?
You still don't want to build THE thing (usually), but we're getting closer. We're building prototypes on the real code base and design system. We're skipping the old wireframe stage with Balsamiq and going straight into clickable, full-data prototypes to drive better discovery.
Tools: @boltdotnew @lovable_dev @Replit @figma @github @vercel
Business
What is worth funding?
You don't need to become the analyst, but you can't wait on one anymore. We used to file a ticket with the data team and wait a week for a dashboard. Now PMs query the warehouse directly, pull revenue by segment, and walk into planning with the business case already built. The number that decides the roadmap is one prompt away.
Tools: @stripe @HubSpot @mixpanel @googleanalytics Looker @Snowflake
The Product Manager
Which one ships?
You still make the call, but now everything is connected in one place. With agentic harnesses like Claude Code and Codex, you can set up an operating system at the center of everything. And with newer tools like Herdr and pi, you can really take the agentic part of that to a whole new level. You still make the call, but you have an AI employee helping you alongside everything.
Tools: Claude Code (@claudeai), Codex (@OpenAI), @cursor_ai, @herdrdev, @pidotdev, Instinct (@noahrshinn)
It's amazing how nothing changed.
And everything changed.
💰 Passed $10M/y in revenue + investment gains this year
I've always been aggressively increasing my profit margins to as high as possible, especially the last few years, and especially this year where I've reduced my SaaS dependencies to just a handful of companies by vibecoding my own replacements
It's now about 94.5% profit!
Spend less -> lower costs -> more profit -> more money saved -> more money to invest -> more % returns on investments
And at some point that investment return starts to pass by your business revenue which it has for me for about a year now
Most of my investments have been simple ETFs like Vanguard S&P500, but also a few lucky stock and startup bets that worked out:
Back in 2022, I couldn't get any available GPUs, so I thought it might be smart to buy Nvidia if there's such a shortage and that was a good bet too
Then back in 2023 @dannypostma recommended me to invest in the companies we used for our AI inference for our photo AI apps, so I did that too. First I invested in @replicate and then also @FAL
From then I just asked every app/service I used if I could invest, like @cursor_ai in 2025 which then got acquired by @spacex recently!
My business revenue has remained very stable at about $200K-$250K/mo, but even with that investment returns have now surpassed that
Investments fluctuate a lot so some years it's up some years it might be down a lot (who isn't expecting a big crash at some point?), and most investment gains are unrealized (I never sell!), so keep that with a big grain of salt!
I keep my revenue/gains together with my profit margin and my sleep score in my situation monitor dashboard, as those are equally important :D
Many people in the last decade told me to spend all my money, either personally or with my business to grow it, we don't know how that would have ended up, maybe my companies would be bigger, but I'm happy I did it in my own lean profitable healthy way and it ended up great I think! 🙏😊
*sigh* ok 3 issues with @bot that prevent me from using it as a main personal agent
⬖ i keep texting it about something in a channel, but it keeps texting me back about decisions and permissions in our 1:1 chat. the entire point of me creating channels is for the 100% of the conversation to stay there
⬖ it seems like 1 bot can be busy only with ONE thing. which sucks. i dont want to create 138941893 bots. i want to create 134891893 threads tho and all of them to be worked on in parallel (hermes does this, 1 thread = 1 session)
⬖ it FORCES cursor cloud agents so much which i don't like, i have my own setup, i keep telling it to use it, it keeps spinning cloud agents
It happened. Grok 4.7 dropped
Better intelligence than Opus 5. Half the price
Fully baked into my favorite AI agent harness at the moment: Grok Bot
If you haven't tried using cloud cursor agents inside Grok Bot, now is by far the best time to do it
Choose a project you want to work on, connect your github, ask a grok bot to do work on it
It will spin up Cursor cloud agents and write code in the cloud. Lightning fast and incredibly smart
I recommend using a project management tools like Linear or Notion to make a bunch of tasks first, then have cloud agents just tear through them all 1 by 1.
You'll get a massive amount of work done without much oversight.
Big opportunity to lock in right now and get ahead of the curve with new tech
Take my steps up above and get to it
Grok 4.7 benchmark TLDR:
> big coding upgrade: ranks #4 on AA’s Coding Agent Index with Grok Build, just behind Fable 5.1, Astra and Opus 5
> but just +2 points on the Intelligence Index, still behind Sol and Opus 5
> with the gains in both coding and knowledge work it’s likely turned especially for Cursor and Grok Bot
> idk about Elon’s “will exceed all current models” but on real world engineering, we must see how it performs in action
I just moved over my GitHub issue scheduling from Grok Bot to Amp thread automations and it found an issue with two of my scrapers that kept them broken for weeks!
It was Deepseek 4.1 Flash too vs Sol 5.6 High checking them daily with Grok/Cursor background agents.
Hack of the day: @Grok @Bot doesn't let you "change models", so I just have it send tasks that need more intelligence to Cursor Cloud. Just had it use Fable 5.1 to write a complicated letter that needs a lot of evidence. (Not code, literally a letter to be mailed) This also works great for /ce-plan AND for HyperFrames videos.
just in time harness
sometimes when i want to build a long running projcet, i vibe code new harnesses to support the use case.
e.g, this week i wanted to really push grok 4.6 by building an age of empire clone that looks polished. i wanted this to run on a vm, report me screenshots of the progress, playtest the game etc etc. if it happened to crash, i wanted it to restart and ping me in slack
i also wanted this harness to parallelize as much work as possible, and to be efficient. so i asked cursor to help build a harness to accomplish this. under the hood, it uses the cursor sdk to work of the long list of tasks that was put in a dag (3000+)
when the harness was built, i could quickly glance over it to see how confident i'd be in it succeeding or not. when i was happy, i started it and let it run. right now, its still going!
can be worth trying out
Anthropic just adopted OpenAI's standard, a year after refusing the most-requested feature in Claude Code's repo. OpenAI already runs its agents on Anthropic's protocol. AI's two biggest rivals each won exactly one standards war, and both wars were decided by the same force. It wasn't model quality.
AGENTS.md started as an OpenAI project in August 2025. A plain markdown file that tells any coding agent how to build and test your repo. Codex read it, then Copilot, Cursor, Gemini CLI, Jules, Windsurf, Zed. Over 60,000 repositories carry one today. Claude Code was the last major holdout.
MCP went the opposite way. Anthropic shipped it in November 2024 as the standard for connecting agents to tools, and by March 2025 OpenAI adopted it across its Agents SDK and ChatGPT.
So how did each company win one and lose one? A standard wins wherever the switching cost piles up. MCP piles up in servers. Once thousands of tool integrations existed, refusing MCP meant rebuilding all of them yourself. AGENTS.md piles up in git repos. Once 60,000 codebases carried the file, refusing it meant every one of them worked slightly worse in your product.
Anthropic couldn't out-stubborn 60,000 repos. OpenAI couldn't out-stubborn thousands of MCP servers. Both companies folded to the same opponent, an installed base neither of them controls.
Both standards even ended up in the same building. The Linux Foundation took in AGENTS.md in December 2025, right alongside MCP.
And look at how Anthropic actually joined. AGENTS.md only gets read when there's no CLAUDE.md, shipped as a toggleable mod. That's how you adopt a rival's standard without surrendering your own file. Comply at the edge, keep the moat at the core.
This is what the future of AI is
One ‘god’ thread you talk to that manages tons of other agents and threads
It’s WAY simpler than managing hundreds of smaller threads. Also just more fun
Cursor just added it. ChatGPT Voice is basically this. Grok Bot w/ chief of staff is this
Highly recommend switching to this paradigm in all your agents. Just talk to 1 thread and have it spin up and manage other threads
Will make it way easier to quickly open your apps and get work done, because you always go to one thread
Grok bot might just be the Slack moment for personal AI assistants.
There was Hipchat before Slack. And a dozen IRC-inspired team tools before that (I created one of those failed startups). The idea wasn't new when Slack showed up. The timing was right, the product was polished enough, and it worked.
Grok bot isn't a genuinely new idea (tasklet, perplexity computer). It might just be the mainstream arrival of something that's been circling for a while.
Also, the Cursor team going to xAI was such a good move. They are singularly good at maintaining a user-centric product sensibility through all the chaos.
i got SO FED UP with the ux and perf of cursor/codex desktop apps. they are made for people who work on max 3 apps and have 2 chats in each
i am so tired of everyone cloning the same goddamn sidebar + chat + diff layout with ZERO innovation in the last 3 fucking years
i switched to clis and herdr and while the perf issues are gone there, i could only bear that for a day or two.
why? because it's 2026, not the 30s. pls don't @ me and stay in your lil dorky terminal.
it's funny that the model intelligence doesn't matter as much as the orchestrator and your flow. i was getting lost in my work and never entered flow state.
I finally pushed myself and started a new orchestrator (for the 10th time, really) from scratch. i focused on design first before i even connected the logic. can you imagine if any of the big 5 focused on design? roflmao
then i focused on perf and turns out ... it's not that hard? it's just rendering text guys. like mr saltman ... you have unlimited inference? at least 3 employees? uhm? try?
NOTHING comes close to it. both in design and functionality. it's gorgeous. no sidebar, as promised. sidebars are gigacope. it supports every provider. supports multiple computers. remote control is ez pz. it has many new concepts that i'm actually BAFFLED that no one has thought of them yet. like mr dario ... gather 3 people in a room with a notebook and a pen jfc. even theodore is ideamogging you.
this app makes everything else look like grade A slop. you try to imagine it but you can't because in your head you see that cope sidebar on the left and the mid chat in the middle and the meh diffs and panes on the right. ugh.
this is the closest i've felt to having a sOfTwArE fAcToRy without making that cliche kanban that everyone makes. it's a software STUDIO. it supersedes @sizzyapp, it might actually the ultimate form of it.
it looks and works like steve jobs personally came down from heaven and got obsessed with vibe coding for 52 weeks straight while jony ive was playing flute next to him for inspiration
there's ZERO lag. my cpu is sleeping. my gpu is chilling. my ram is watching tv. i finally feel calm and organized. my agents know EXACTLY what they should do. i could use gemini 3 or god forbid sonnet 5 and it wouldn't change much.
it's so goated that i'm either gonna sell it as a subscription (mehhh), keep it a @tinkererclub exclusive (closed source ofc, i dont need your sloPRs pls) or i'm gonna keep it to myself for shipping advantage over the others
probably the last one for now.
i finally feel the confidence that i can tackle all of my projects at once while also taking care of every customer request AND releasing new things.
so buckle tf up.
a16z's Anish Acharya says companies like Cursor and Decagon prove moats don't need to be designed, they can be discovered:
"There's two important ideas. One is something @thejessezhang from Decagon said, which I love, and that is moats are most often discovered, not designed."
"It's really easy, and I've done this as a founder, to get in your own head about needing a business plan that survives scrutiny from MBAs and VCs... And for that team, they just started shipping and it developed over time."
"Another great example is Cursor. They were criticized a lot for not having a moat, but it turned out that initially being a high NPS, high DAU product was really good. And over time they captured all the reasoning traces, they trained their own models... We know how that story plays out."
"The other idea is that we seem to have forgotten that none of the classic moats are based on how hard it is to make the software. Most of us aren't building self-driving cars. So it's network effects, scale advantages, brand effects, proprietary data, or what was historically called a cornered resource."
"Every moat from five years ago generally is still a good moat. We just need founders that have ambition in those directions. We need more multiplayer products. We need consumer social. We need products that get dramatically better the more you use them."
@illscience w/ @lennysan