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My First Million

Tony Hawk inspiring us for 72 minutes straight

58 min read

## At-a-Glance - Verdict: Skim - Core thesis: Tony Hawk's unusual durability came from intrinsic obsession with progression, paired later with unusually disciplined stewardship of brand authenticity, royalty economics, a…

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AI Engineer

Your agents lack context: Here's how to fix "You're absolutely right!" — Brandon Waselnuk, Unblocked

12 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Agent quality at enterprise scale is constrained less by model intelligence than by a governed context engine that retrieves, resolves, and delivers the right organiza…

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AI Engineer

How long can your skills be before your agent forgets what you told it? — Laurie Voss, Arize AI

18 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Frontier models' raw capacity to follow simultaneous named instructions has improved roughly 10x in a year—from failure around 200-300 constraints to roughly 2,000-5,0…

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AI Engineer

MCP Apps: Give the Model Data, Give the User a UI — Dustin Mihalik, Indeed

10 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Effective MCP Apps should treat UI as a rendering layer over model-visible, composable data tools—not as a black-box website embedded in chat. - Why it matters: This i…

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AI Engineer

Deep dive on LLM Inference at Scale — Harshul Jain, Audible & Tanmay Sah, Independent AI Researcher

45 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: LLM inference cost and user experience are governed primarily by KV-cache memory, prefill/decode behavior, and batching efficiency; teams should choose model, hardware…

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Lenny's Podcast

How we built Grok Bot in a month | Roman Ugarte (SpaceXAI)

67 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: GrokBot's claimed breakout comes less from a novel model than from productizing AI as persistent cloud-based colleagues with their own computers, long-lived roles, bro…

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20VC with Harry Stebbings

Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble

68 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: The AI-assistant market is likely to support a few very large companies because assistants can become the primary interface to work, but durable winners must pair inst…

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My First Million

Don't launch an ecom brand in 2026 before watching this

42 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: IM8 scaled to a claimed $200 million annualized revenue run rate in 18 months by pairing a differentiated, evidence-positioned supplement product with celebrity-as-cof…

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AI Engineer

Teaching agents to pay — Anna Spysz, Stripe

11 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Agentic commerce requires more than an agent that can recommend products: merchants need machine-readable commerce interfaces, agents need explicit behavioral guardrai…

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AI Engineer

Multimodal Collaborative Agents for Next-Gen Commerce — Nidhi Kaushik Vyas, Google DeepMind

16 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Effective commerce agents should treat shopping as a collaborative, multimodal intent-discovery loop rather than a better search box: infer a working state, ask the hi…

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Lenny's Podcast

Why companies are becoming a series of loops | Anish Acharya (a16z)

70 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: AI-native companies will increasingly operate as nested agent loops that automate execution and hill-climb toward local optima, while humans supply the strategic, out-…

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AI Engineer

Why Your AI Agent Needs a Wallet: USDC and Nanopayments — Harshal Bhangale, Circle

11 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Autonomous agents need wallet-native, policy-constrained micropayments to purchase APIs, data, communications, and compute without human signup, card, or API-key workf…

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20VC with Harry Stebbings

How to Build Your Own Data Center & Why Every Startup Should Do It

60 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Speechify CEO Cliff Weitzman argues that AI companies seeking differentiated models and agent-enabled product velocity should treat dedicated compute, proprietary/synt…

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AI Engineer

Everyone Gets A Software Company — Benjamin Guo, Zo Computer

12 min read

## At-a-Glance - Verdict: Skim - Core thesis: Zo argues that individuals and companies should own a personal cloud that combines files, applications, agents, automations, and hosting rather than renting fragmented SaaS a…

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My First Million

How to use your "useless” hobby to make money

52 min read

## At-a-Glance - Verdict: Skim - Core thesis: A supposedly niche or “useless” hobby can become a valuable business when its owner builds a singular personal brand, sells the surrounding identity and lifestyle rather than…

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AI Engineer

Tethered: Our Agents Are Us — Shu Fang, Two Sigma

14 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Two Sigma enables every employee to run cloud-hosted agents under their own user identity by combining per-user Kubernetes namespaces, end-to-end agent-action attribut…

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AI Engineer

Why AI Agents Need Million-Token Context — Thomas Wolf & Olive Song, MiniMax

14 min read

## At-a-Glance - Verdict: Skim - Core thesis: MiniMax argues that capable agents require million-token context, native multimodality, and efficient sparse-attention architectures because real agent work accumulates long …

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More or Less Podcast

AI Agents Are Going Rogue. Should We Be Worried? │Claude vs. Grok, Tesla vs Waymo, Google vs Canva

48 min read

## At-a-Glance - Verdict: Skim - Core thesis: As agents gain longer-running autonomy and access to tools, data, and other agents, the practical response is not panic about "rogue civilizations" but enterprise-grade obser…

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AI Engineer

From coding to Knowledge work agents — Karan Vaidya, Composio

14 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Knowledge-work agents lag coding agents not primarily because of model capability, but because they lack six operational primitives that code already has: centralized …

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20VC with Harry Stebbings

NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation

71 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: AI is creating a capital-intensive, agent-driven operating environment in which compute demand remains explosive, software companies must ship broader integrated produ…

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