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AI Engineer

Routing LLM Inference in Production: From Engine Signals to Policy — Qianru Lao & Lu Zhang, OpenAI

11 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Production LLM routing should move from opaque reactive feedback-loop weighting to an explicit global optimization policy, executed locally and protected by fast guard…

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20VC with Harry Stebbings

How Many Will Actually Get Built & Is Energy AI's BIGGEST Bottleneck? | Positron AI Co-founder

56 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Positron AI co-founder Thomas Somers argues that AI inference is becoming a memory-and-energy infrastructure problem, with KV-cache management, long-context capability…

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AI Engineer

The Search Engine for the Agentic Web — Will Bryk, Exa

16 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: AI agents will search 1000x more than humans by 2027–2028, requiring a fundamentally different search architecture than Google's keyword/SEO model; Exa built the first…

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AI Engineer

Rebuilding the web for agents — Liad Yosef, MCP Apps

15 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Personal AI assistants will replace browsers and websites as the primary web interface, forcing companies to redesign their entire web presence around agent accessibil…

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More or Less Podcast

Anthropic Wants to Slow Down AI. Is Dario Amodei Actually Right?

49 min read

## At-a-Glance - Verdict: Skim - Core thesis: Anthropic's call to slow down is competitive posturing, not safety concern—it signals they are losing to OpenAI (Astra crushing Claude), facing commoditization via open route…

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My First Million

Coach for SpaceX & OpenAI destroys our limiting beliefs for 86 minutes straight

71 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Emotional self-awareness and identity transformation—learning to feel avoided emotions, run experiments instead of grinding, and build systems based on how you relate …

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AI Engineer

If we want them to do Knowledge Work, design them as Knowledge Agents — Benjamin Clavié, Mixedbread

16 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Agent systems should be designed like knowledge-work organizations (lawyer + paralegals, doctor + assistants) rather than monolithic coding agents, co-designing hierar…

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AI Engineer

Stop Chunking Like It's 2022 — Yuval Belfer, AI21 Labs

12 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Chunking strategy is query-dependent, not corpus-dependent; multiscale indexing (duplicating databases at multiple chunk sizes and merging results via RRF) yields 20-4…

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AI Engineer

The End of TCP for AI Clusters — John Ousterhout, Stanford

15 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: AI workloads are shifting from throughput-dominated large transfers to latency-sensitive small messages (especially for inference/agentic systems), and TCP/RDMA archit…

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20VC with Harry Stebbings

Instinct Raising $1B at $10B & Meta Launches Muse | Miro Sells for $1.36B After a $17.5B Valuation

69 min read

## At-a-Glance - Verdict: Skim - Core thesis: We are witnessing unprecedented AI market dynamics with frontier AI labs calling for regulation while valuations soar, established SaaS companies face liquidity crises, and i…

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AI Engineer

Connect AI to Billions of Legal Documents — Simon Eskildsen, turbopuffer & Jacob Lauritzen, Legora

17 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Legora scaled from hundreds of thousands to billions of legal documents by migrating from Elasticsearch/Postgres to turbopuffer, whose object-storage-native architectu…

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AI Engineer

Your Agreements Are a Database You Can't Query — Hiral Shah, Docusign & Sean Sodha, NVIDIA

15 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: DocuSign partnered with NVIDIA to solve petabyte-scale agreement data extraction using a purpose-built 850M-parameter VLM (NemoTron Parse) that extracts complex tables…

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My First Million

8 (extremely specific) rules to grow on social media

17 min read

## At-a-Glance - Verdict: Skim - Core thesis: Audience-building success comes from prioritizing quality of followers over quantity, authenticity over polish, emotional delivery over information transfer, and executing 10…

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Every

Experiments with Kieran, OpenAI Live Voice inside Compound Engineering

26 min read

## At-a-Glance - **Verdict:** Watch fully - **Core thesis:** Live-streaming a working session integrating OpenAI's real-time voice API into the Compound Engineering plugin's Polish command, creating a live-feedback loop …

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AI Engineer

Realtime Voice Agents with Frontier Intelligence — Bohan Li, EliseAI

8 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: EliseAI achieves real-time voice agent performance with frontier-model intelligence by cascading a fast streaming transcriber with corrective batch transcription, usin…

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AI Engineer

"My name is... my name is...": A Linguistic Map for Voice Agents — Midam Kim, ServiceNow

8 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Voice AI failures stem from treating conversation as a pipeline instead of a joint activity requiring alignment across sounds, words, interaction, and mental model lay…

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AI Engineer

I Monitored Crime Audio. Voice Agents Scare Me More. — Sumanyu Sharma, Hamming AI

11 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Voice agents are scaling faster than their reliability/safety infrastructure, creating a larger blast radius than decentralized crime because centralized architecture …

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AI Engineer

5 Voice Agent Failure Modes You'll Hit in Week One — Venky B, Plivo

19 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Production voice AI agents fail predictably in five areas—latency, transcription brittleness, data collection, TTS normalization, and turn detection/barging—and Plivo …

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Uncapped with Jack Altman

Andrew Feldman on Building Cerebras and the Future of Chips | Ep. 57

46 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Building transformational chip companies requires 100-500x advantages through radical innovation across chip/system/software, multi-year technical resilience, and hop-…

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AI Engineer

We let an AI agent execute Bash and lived to talk about it — Sarah Sanders, PostHog

15 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Production agents that can execute commands require deterministic, layered controls over tools, secrets, and every piece of context entering the model—not prompt-based…

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