AI Agent Era: VC Insights

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Sam Altman

@sama · OpenAI CEO

2026-03-17

I have so much gratitude to people who wrote extremely complex software character-by-character. It already feels difficult to remember how much effort it really took. Thank you for getting us to this point.

Team

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Sam Altman

@sama · OpenAI CEO

2026-02-28

Tonight, we reached an agreement with the Department of War to deploy our models in their classified network. In all of our interactions, the DoW displayed a deep respect for safety and a desire to partner to achieve the best possible outcome. AI safety and wide distribution of

GTMAI Strategy

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Sam Altman

@sama · OpenAI CEO

2026-03-05

GPT-5.4 is launching, available now in the API and Codex and rolling out over the course of the day in ChatGPT. It's much better at knowledge work and web search, and it has native computer use capabilities. You can steer it mid-response, and it supports 1m tokens of context.

ProductAI Strategy

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Sam Altman

@sama · OpenAI CEO

2026-03-07

GPT-5.4 is great at coding, knowledge work, computer use, etc, and it's nice to see how much people are enjoying it. But it's also my favorite model to talk to! We have missed the mark on model personality for awhile, so it feels extra good to be moving in the right direction.

AI StrategyTeam

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Marc Andreessen

@pmarca · a16z

2026-03-25

Everything costs less than the cost of high speed rail from SF to LA, which is infinite.

AI Strategy

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Paul Graham

@paulg · Y Combinator

2026-03-19

"Anything made before 2028 is going to be valuable." — an OpenAI employee implicitly discloses their timetable

AI Strategy

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Sam Altman

@sama · OpenAI CEO

2026-03-24

AI will help discover new science, such as cures for diseases, which is perhaps the most important way to increase quality of life long-term. AI will also present new threats to society that we have to address. No company can sufficiently mitigate these on their own; we will

AI Strategy

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Sam Altman

@sama · OpenAI CEO

2026-03-16

The Codex team are hardcore builders and it really comes through in what they create. No surprise all the hardcore builders I know have switched to Codex. Usage of Codex is growing very fast:

ProductTeam

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Paul Graham

@paulg · Y Combinator

2026-03-23

Someone asked what advice founders ignore. That they: 1. Should change their name. 2. Should launch fast. 3. Shouldn't treat fundraising as success. 4. Shouldn't assume they can raise because it's time to. 5. Should fire bad people quickly. 6. Shouldn't talk to acquirers.

FundraisingGTM

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Sam Altman

@sama · OpenAI CEO

2026-03-07

GPT-5.4 is really good at spreadsheets; a few finance people have finally said things to me like "huh I guess this AI thing is real"

AI StrategyTeam

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Paul Graham

@paulg · Y Combinator

2026-03-19

If you really want to hold yourself to a high standard, graph the growth rate of the number you care about instead of the number itself. Then you're winning if you can even keep it flat.

GTM

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Marc Andreessen

@pmarca · a16z

2026-03-20

OpenClaw and Pi together are in the top 10 of all time software breakthroughs.

AI Strategy

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Sam Altman

@sama · OpenAI CEO

2026-03-23

I have loved being on the Helion board; I continue to be extremely excited about a future with abundant energy and Helion in particular. As Helion and OpenAI start to explore working together at significant scale, it is difficult for me to be on both boards. (I will have a

GTMAI Strategy

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Paul Graham

@paulg · Y Combinator

2026-03-21

The fact that AIs tend to answer you in bulleted lists tells us something important, though somewhat depressing: people can't read. They don't do this by accident. What you're seeing is an implicit portrait of the median user.

GTMAI Strategy

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Paul Graham

@paulg · Y Combinator

2026-03-25

Trying to make founders describe their products in simple everyday language is like trying to push together the north poles of two magnets.

ProductTeam

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Paul Graham

@paulg · Y Combinator

2026-03-20

Someone asked what past decade seems most similar to the current one. I said the 1930s. Great progress in technology, combined with corrupt, autocratic, populist political leaders.

AI Strategy

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Sam Altman

@sama · OpenAI CEO

2026-02-27

We continue to have a great relationship with Microsoft. Our stateless API will remain exclusive to Azure, and we will build out much more capacity with them.

ProductAI Strategy

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Sam Altman

@sama · OpenAI CEO

2026-03-16

Great first week for 5.4 in the API. Builders building fast.

Product

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Ben Horowitz

@bhorowitz · a16z

2026-01-09

We just raised some money . . .

FundraisingAI Strategy

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Paul Graham

@paulg · Y Combinator

2026-03-19

A rule of thumb that has served me well: Beware of anything with "innovation" in the name.

AI Strategy

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Paul Graham

@paulg · Y Combinator

2026-03-21

I just got a serious email asking if I'd like to book a trip to the moon. Mostly the future hasn't turned out like I expected when I was a kid in the 1970s, but this is exactly what I expected.

AI Strategy

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Paul Graham

@paulg · Y Combinator

2026-03-19

There's a vintage watch dealer in London (Somlo) that always has watches in amazing condition. 60 year old watches that seem unworn. I asked the owner how he does it. He said they've been around a long time and always pay promptly, so they get first look.

FundraisingAI Strategy

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Sam Altman

@sama · OpenAI CEO

2026-02-27

NVIDIA has long been one of our most important partners, and their chips are the foundation of AI computing. We are grateful for their continued trust in us, and excited to run their systems in AWS. Their upcoming generations should be great.

AI Strategy

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Sam Altman

@sama · OpenAI CEO

2026-02-27

SoftBank is an incredible and high-conviction partner. We are excited to welcome them again as a major investor, and to do much more across their ecosystem.

FundraisingAI Strategy

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Roelof Botha

@roelofbotha · Sequoia Capital

2025-11-04

At @sequoia we have a long-standing tradition of stewardship and working together as an intergenerational partnership to serve founders and LPs. Today it's my turn to entrust the next generation of Sequoia's leadership to @Alfred_Lin and @gradypb. I'm proud of our incredible team

ProductTeam

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Roelof Botha

@roelofbotha · Sequoia Capital

2025-07-19

I just received notice from @ChubbNA that they are unwilling to renew insurance for my home in California. Markets fail when price ceilings prevent markets from clearing. The CA government's complete mismanagement of its insurance industry is leading to this widespread failure

GTMAI Strategy

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Paul Graham

@paulg · Y Combinator

2026-03-21

Now before I reply to someone I have to check first that I'm not being baited by an account that spams everyone with AI-generated replies. Can you write some software to do this check for me @nikitabier?

AI Strategy

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Marc Andreessen

@pmarca · a16z

2026-03-20

Thank you to our hardworking and thoughtful AI White House leaders @DavidSacks @sriramk and colleagues. This framework is a big step forward, sensible, protects people in the right ways, and encourages builders to build. Long America. 🇺🇸

ProductAI Strategy

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Paul Graham

@paulg · Y Combinator

2026-03-25

The thing that will make a VC want to fund you is not how well you match their (claimed) investment thesis. It's the same thing that will make every other VC want to fund you: how well you're doing.

FundraisingAI Strategy

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Elad Gil

@eladgil · Investor / Advisor

2026-02-27

In short run, many coming "we are doing layoffs due to AI" PR will be correcting for sins of 2020 era of over hiring versus anything to do w AI Many larger tech companies could slim down 50% w/o any AI changes Most AI productivity impact is still around bend

FundraisingProduct

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Roelof Botha

@roelofbotha · Sequoia Capital

2025-10-31

We @Sequoia are launching our latest seed and venture funds to help founders build tomorrow’s legendary companies. With the AI revolution, there’s never been a more exciting time to be a founder. The most iconic companies we’ve backed were built by outliers: visionaries who saw

FundraisingProduct

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Paul Graham

@paulg · Y Combinator

2026-03-19

Another advantage of focusing on growth rate rather than absolute numbers is that it makes it easier to switch to a new variant of the product if you discover one. It makes it easier to see tails that will eventually wag the dog.

GTMProduct

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Marc Andreessen

@pmarca · a16z

2026-03-24

And so the myth of technology-driven unemployment dies once again.

AI Strategy

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Ben Horowitz

@bhorowitz · a16z

2025-11-18

Permissionless innovation is the key to America keeping its competitive edge. Thank you @DavidSacks and @realDonaldTrump

AI Strategy

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Garry Tan

@garrytan · Y Combinator CEO

2026-03-26

One of the most important things about this new age is you have to use tokens aggressively to create something remarkable You have to let it rip. If you do, and you have agency and taste, the result will be remarkable. So token credits for AI is a big part of making startups

AI Strategy

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Paul Graham

@paulg · Y Combinator

2026-03-19

This was after I mentioned the idea of buying rare old things as a hedge, since one thing AI won't be able to do is go back in time. I don't put too much weight on the specific year, but the shape of the idea is interesting.

AI Strategy

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Roelof Botha

@roelofbotha · Sequoia Capital

2025-10-14

Don Valentine taught me an important lesson early on at @sequoia: founders who truly change the world are exceptional and perhaps not always easy to get along with. Thanks @Jason @friedberg @chamath &amp; @DavidSacks for inviting me to share this learning and more on @theallinpod

Team

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Paul Graham

@paulg · Y Combinator

2026-03-25

I now get so many AI-generated replies that it's just too much work to report them for spam and block them, so I'm downshifting to muting.

AI Strategy

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Marc Andreessen

@pmarca · a16z

2026-03-19

It’s time to build the Independent AI Grid.

ProductAI Strategy

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Paul Graham

@paulg · Y Combinator

2026-03-19

Rippling is going to be one of the main companies where AI meets organizations. They're still young enough to embrace AI thoroughly, but they're also big enough that they touch organizations in many places.

AI Strategy

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Garry Tan

@garrytan · Y Combinator CEO

2026-03-25

Saikat hates startups and would do whatever he can to destroy the ability for people to start startups in San Francisco and California He himself is an early Stripe centimillionaire, so this is the worst form of pulling up the ladder you could possibly imagine Craven

AI StrategyTeam

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Roelof Botha

@roelofbotha · Sequoia Capital

2025-10-17

One of the most underappreciated secrets to Silicon Valley's success is cost advantage. It was fun to unpack this with @jaltma on @uncapped_pod.

AI Strategy

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Elad Gil

@eladgil · Investor / Advisor

2026-02-05

Full video w @DavidBaszucki CEO @Roblox Wide range around AI content, NPCs in the future, metaverse, gaming etc

FundraisingAI Strategy

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Marc Andreessen

@pmarca · a16z

2026-03-17

This is unfortunate, as we had our “are you LGBT?” founder test spun up and ready to go.

Team

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Roelof Botha

@roelofbotha · Sequoia Capital

2025-07-28

We found @Google through an angel investor. We reached out to @ServiceNow cold. @Linear caught our attention with a thoughtful tweet. Your @Sequoia story could begin with Arc, our bi-annual open call for outlier early-stage founders. Learn more:

FundraisingTeam

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Alfred Lin

@Alfred_Lin · Sequoia Capital

2026-03-24

Many of these seem basic, but it's surprising how many companies don't do them. I particularly liked the notion of negative maintenance. Find and invest in these types of hires. "Most people are either high maintenance or no maintenance. But we look for something rarer: negative

FundraisingAI Strategy

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Elad Gil

@eladgil · Investor / Advisor

2026-02-03

You know a couple works ❤️ when they email respective company updates out within a minute of each other every month.... @ankrgyl &amp; @alanaagoyal

AI Strategy

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Paul Graham

@paulg · Y Combinator

2026-03-21

At this point whenever I enter a new domain my first instinct is to ask "what are the options that are undervalued because they're unfashionable?" There always turn out to be several classes of these. And it's a good way to understand a domain quickly.

AI Strategy

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Alfred Lin

@Alfred_Lin · Sequoia Capital

2026-03-06

Grateful to @satyanadella for spending time with some of the best AI founders and builders at our inaugural AI Builders Salon. A few insights that stuck with me: 1/ The hardest transformations for incumbents are "new-new" categories, where they have no natural reason to win. 2/

ProductAI Strategy

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Garry Tan

@garrytan · Y Combinator CEO

2026-03-26

Two weeks ago I didn't expect to release an open source package or become a maintainer of one of the fastest growing ones for 2026. But it's been amazing. Please keep the feedback coming. Thank you #GStackFam LFG

AI Strategy

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Paul Graham

@paulg · Y Combinator

2026-03-19

I'm glad she chose this excerpt about how to make a convincing Demo Day presentation. Founders would be so much more effective at fundraising if they gave their pitches YC-style "vertebrae".

FundraisingAI Strategy

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Elad Gil

@eladgil · Investor / Advisor

2026-02-27

AI productivity will hit turn arounds, and AI roll ups first

FundraisingProduct

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Garry Tan

@garrytan · Y Combinator CEO

2026-03-26

I think this is probably skill issue You as CEO need to help your engineers and employees get ahead, that's the point. That's why someone comes to work for you. Because you aren't a businessman, you're a business, man!

Team

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Alfred Lin

@Alfred_Lin · Sequoia Capital

2026-03-25

.@garrytan is giving a masterclass in AI on X - 6,000,000 LOC/year run rate - 3 weeks (vs 2 years) to rebuild his old company Posterous - managing 20 workers at a time - 47,000+ stars for gstack on GitHub ( - while being CEO of @ycombinator Shifting my

FundraisingProduct

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Garry Tan

@garrytan · Y Combinator CEO

2026-03-26

Matt Mahan has a plan for California to spend better, not more Enforce accountability by linking future raises for politicians to results for working Californians

FundraisingAI Strategy

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Paul Graham

@paulg · Y Combinator

2026-03-19

Example: Your startup is already making millions a year. You discover some new mutation that only makes a couple thousand a week but that's growing by 10% per week. If you focus on growth rates, it will get the attention it should sooner.

GTM

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Ben Horowitz

@bhorowitz · a16z

2025-11-03

Lots of knowledge from the AI &amp; Crypto czar @DavidSacks

AI Strategy

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Alfred Lin

@Alfred_Lin · Sequoia Capital

2026-03-25

Everyone will adopt AI. Everyone will build more, ship faster, and deploy agents. That is table stakes. The founders who win will be the ones who make better choices, which requires judgment. (And if you're in the bottom left quadrant, get out quick.)

ProductAI Strategy

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Roelof Botha

@roelofbotha · Sequoia Capital

2025-10-10

This weekend we hosted top European founders and CEOs for our annual gathering, Europe100. Their energy and camaraderie was inspiring, and reinforced why we believe there’s remarkable opportunity in the ecosystem. Today, European founders are operating with world-class talent.

Team

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Garry Tan

@garrytan · Y Combinator CEO

2026-03-25

Datacenters create jobs and prosperity Is it a surprise that the forces that want to seize all assets also want to stop building all datacenters?

Product

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Elad Gil

@eladgil · Investor / Advisor

2026-02-17

Big congrats to one of my favorite folks in tech

AI Strategy

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Roelof Botha

@roelofbotha · Sequoia Capital

2026-01-29

Many of the most significant companies of the last two decades share a common DNA: they applied technology to essential services that had stubbornly remained offline. From banking to transportation, the infusion of software fundamentally reshaped our daily lives. When we first

FundraisingAI Strategy

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Garry Tan

@garrytan · Y Combinator CEO

2026-03-25

They call it an overpaid CEO tax but actually it’s a tax on your groceries and retail It’s bad policy wrapped up in anti-billionaire bullshit Give us a break with this stuff please. We need normal people to speak out now. Help us 👇

AI StrategyTeam

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Alfred Lin

@Alfred_Lin · Sequoia Capital

2026-03-12

It is easier for a business to invest more and grow more. It is much harder to invest less and grow more. How to do the latter: - prioritizate the most important things - focus on the work that matters - build consistent compounding into everything you do - (the hardest part)

FundraisingProduct

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Alfred Lin

@Alfred_Lin · Sequoia Capital

2026-03-20

In technology, the system of record tends to be where value concentrates. Applications can be incredibly valuable. But the system of record owns the data, the workflow, and the distribution. That layer compounds. Microsoft is a good example. People loved the applications, but

GTMTeam

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Paul Graham

@paulg · Y Combinator

2026-03-19

It takes a while of course to be sure that the 10% weekly growth rate is real. But if it turns out to be real, and in a market that won't top out, that new revenue source is the one that matters. 10% a week is 142x a year!

FundraisingGTM

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Roelof Botha

@roelofbotha · Sequoia Capital

2025-10-14

In today’s hardware renaissance, the best teams move fast and rely on @buildonfloweng. Flow has become the default requirements platform for next-gen hardware companies. We @sequoia are pleased to partner with @PariTheEngineer and lead Flow’s Series A.

FundraisingProduct

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Alfred Lin

@Alfred_Lin · Sequoia Capital

2026-03-18

Another example of running the distance - over ten years of hard work, and now the leader in autonomous drone logistics in the US. Watch this space, Keller and team are just getting started.

AI StrategyTeam

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Alfred Lin

@Alfred_Lin · Sequoia Capital

2026-03-09

We're only as good as our next investment... and our next Molly interview. Tequila and $10T predictions will be hard to top.

Fundraising

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Roelof Botha

@roelofbotha · Sequoia Capital

2025-11-04

Large facilities require comprehensive security coverage. From factories and warehouses to distribution centers and stadiums. @sunflower_labs built an autonomous drone system that uses computer vision to detect &amp; deter threats, augmenting traditional security.

GTMAI Strategy

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Alfred Lin

@Alfred_Lin · Sequoia Capital

2026-03-10

"Physics gets a vote." @CameronLMcCord learned this viscerally in his time at Anduril. "Simulate everything" became industry gospel, but it turns out testing is still critical in hardware. That experience became the thesis behind @Nominal_io. He and co-founders @jrshoch and

Team

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Roelof Botha

@roelofbotha · Sequoia Capital

2025-11-07

New on Crucible Moments: the story of @Supercell. @ipaananen started with a vision to create enduring games, but remained flexible on how to get there, pivoting to mobile before mobile gaming was an established category. Along the way, he created Europe’s first decacorn, and

AI Strategy

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Garry Tan

@garrytan · Y Combinator CEO

2026-03-26

YC Demo Day is not “picked over” You could have funded DoorDash or Coinbase at their demo days What is hot is not always good and what is good is not always hot

Fundraising

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Alfred Lin

@Alfred_Lin · Sequoia Capital

2026-03-16

For over 3 decades, Jensen has been building the future of compute, moving from chips to systems to AI factories, constantly pushing the frontier. Today, “AI factories are the new industrial infrastructure, inference is the new workload, tokens are the new commodity, and compute

ProductAI Strategy

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Roelof Botha

@roelofbotha · Sequoia Capital

2025-05-04

Thank you @mariogabriele for the opportunity to reflect on two decades in VC and share some of @sequoia’s philosophy on building enduring companies. For those working on the next generation of transformational companies, I hope our conversation provides some useful perspectives.

FundraisingProduct

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Alfred Lin

@Alfred_Lin · Sequoia Capital

2026-03-13

AI is about to have a very big week. Excited to co-host GTC Pregame Live this Monday with the one and only @saranormous. We’re diving into three shifts that matter: - Open models powering the ecosystem - The agentic AI inflection point - AI entering the physical world With

AI Strategy

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Alfred Lin

@Alfred_Lin · Sequoia Capital

2026-03-11

Most roles need to shorten their timespan of discretion to keep up in the AI age. The founder is arguably the only one who shouldn't, as they need to be assessing the second, third, and fourth order effects of what's happening today.

AI StrategyTeam

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Alfred Lin

@Alfred_Lin · Sequoia Capital

2026-03-25

Congrats to @winstonweinberg, @gabepereyra, and the entire Harvey team. The fundraise is impressive, but the real story is the growth behind it. One of the fastest-growing vertical AI companies, building a product customers truly love.

FundraisingGTM

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Garry Tan

@garrytan · Y Combinator CEO

2026-03-26

I wonder how many other attendees at JPM100 at Big Sky Montana today are live-launching new version of their open source AI agentic framework

ProductAI Strategy

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Roelof Botha

@roelofbotha · Sequoia Capital

2025-05-29

.@RilletHQ has rethought the financial system of record with real-time integrations and AI-native workflows, helping finance teams work smarter and businesses scale faster. We @Sequoia are excited to partner with Rillet as they empower CFOs to unlock AI’s full potential.

GTMAI Strategy

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Alfred Lin

@Alfred_Lin · Sequoia Capital

2026-03-11

Outliers in every sense. Congrats @wiz_io on the close, and thank you for inspiring the next generation of founders.

Team

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Garry Tan

@garrytan · Y Combinator CEO

2026-03-26

🦇 SF @garrytan bat signal engaged Comcast Business is down again at your office? Step 1: Call their dedicated business line 1-800-391-3000. Step 2: Demand a ticket number. Step 3: Escalate to retention.

FundraisingAI Strategy

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Roelof Botha

@roelofbotha · Sequoia Capital

2025-03-26

.@alexrkonrad, I’ve always appreciated your thoughtful storytelling around startups. Excited for the fresh perspective you’ll bring to the ecosystem with @UpstartsMediaCo

Fundraising

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Ben Horowitz

@bhorowitz · a16z

2025-12-17

New podcast on public safety technology and its impact on crime with @glangley

AI Strategy

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Elad Gil

@eladgil · Investor / Advisor

2026-02-24

Will make AI agents via @dreamer for you this AM w/ @dps and @swyx Post a reply in-thread @dreamer below 👇&amp; will build agent to do your bidding!! 🤖

ProductAI Strategy

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Roelof Botha

@roelofbotha · Sequoia Capital

2025-05-02

It’s time to shake the anachronism: since the ability to make calls is just one of the apps on my “phone” I’ve decided to now refer to this device as my “pocket computer” (other naming suggestions welcome!)

AI Strategy

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Garry Tan

@garrytan · Y Combinator CEO

2026-03-25

I guess you expect politicians to be two-faced but you would hope someone who at least made some stuff in tech to not be like that Not so lucky here

AI Strategy

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Elad Gil

@eladgil · Investor / Advisor

2026-02-17

🔥 at this point the default choice for AI evals + more

AI Strategy

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Alfred Lin

@Alfred_Lin · Sequoia Capital

2026-03-26

Important lessons here for any AI companies selling to enterprises. 1. ‘Data ready’ is just a state of mind &gt; AI-ready data is genuinely different from the bar for analytics-ready data 2. The timeline is optimistic at best &gt; the speed of an engagement is almost entirely

AI Strategy

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Garry Tan

@garrytan · Y Combinator CEO

2026-03-25

The abundant future is coming but it’s not going to happen without a real fight in the polls and the ballot box The “progressives” are actively working against all progress in society and it would be funny if it wasn’t so bad for the people.

AI StrategyTeam

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Elad Gil

@eladgil · Investor / Advisor

2026-02-05

Enjoyed speaking w @DavidBaszucki CEO @Roblox Topics Gaming, metaverse, AI content, &amp; the future

AI Strategy

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Roelof Botha

@roelofbotha · Sequoia Capital

2025-11-04

Read on for more about Sunflower, including new funding from us at @sequoia

Fundraising

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Garry Tan

@garrytan · Y Combinator CEO

2026-03-26

I don't think I will ever have to use a task list for GStack. I use Conductor worktrees We can fixing things immediately, within seconds of coming up with the idea This is how I can do 90x the work of what I did years ago as an engineer while being CEO

Team

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Alfred Lin

@Alfred_Lin · Sequoia Capital

2026-03-26

Good added insight from @carl_eschenbach - "AI is extremely powerful but can also be extremely dangerous. Ultimately, human judgment will always be required to drive the best business outcomes. Can AI help accelerate decision-making? Yes, but in the end I would never give up

AI StrategyTeam

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Alfred Lin

@Alfred_Lin · Sequoia Capital

2026-03-13

@saranormous The lineup: Open models power the ecosystem * @aidangomez of @cohere * @arthurmensch of @MistralAI * @robrombach of @bfl_ml * @AravSrinivas of @perplexity_ai The agentic AI inflection point * @hwchase17 of @LangChain * @SGRodriques of @EdisonSci * @steipete of @openclaw *

AI Strategy

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Alfred Lin

@Alfred_Lin · Sequoia Capital

2026-03-11

Actually, this version may be more accurate in the AI age.

AI Strategy

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Garry Tan

@garrytan · Y Combinator CEO

2026-03-26

Just improved land-and-deploy to make it easier for you to TEST your deployment on staging and/or do dry-runs before you touch your live production site

Product

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Naval Ravikant

@naval · AngelList founder

2026-03-24

AI coding agents can now deliver one-shot custom apps straight to your phone. It's the beginning of the end for the iPhone's dominance.

AI StrategyProduct

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Naval Ravikant

@naval · AngelList founder

2026-03-23

A lot of software is about to get a lot better, right before it becomes unnecessary.

AI Strategy

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Naval Ravikant

@naval · AngelList founder

2026-03-14

Software was eaten by AI.

AI Strategy

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Naval Ravikant

@naval · AngelList founder

2026-03-11

AI is going to drain a lot of moats.

AI Strategy

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Naval Ravikant

@naval · AngelList founder

2026-03-08

Software will proliferate just as videos, music, writing did. The market structure will shift from a "fat middle" to mega-aggregators and a long tail. It'll be a slower process due to network effects and switching costs, but it'll happen.

AI Strategy

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Naval Ravikant

@naval · AngelList founder

2026-03-04

It's not about junior vs senior, it's about "good with AI" vs "not good with AI."

AI StrategyTeam

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Naval Ravikant

@naval · AngelList founder

2026-03-04

The biggest question every company faces right now - "does AI acceleration help me or hurt me?"

AI Strategy

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Naval Ravikant

@naval · AngelList founder

2026-03-01

Pure software is rapidly becoming un-investable.

FundraisingAI Strategy

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Naval Ravikant

@naval · AngelList founder

2026-02-21

The cost of code is coming down, so we will consume more of it. The productivity of coders is going up, so they will become more valuable. Coding now includes training and driving models.

AI StrategyProduct

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Naval Ravikant

@naval · AngelList founder

2026-02-23

Vibe Coding Is the New Product Management "There's been a shift—a marked pronouncement in the last year and especially in the last few months—most pronounced by Claude Code, which is a specific model trained to be especially good at coding."

ProductAI Strategy

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Balaji Srinivasan

@balajis · ex-Coinbase CTO

2026-03-26

AI is a shortcut. So it's useful. But it's lazy. So it speeds execution. But it hides complexity. So you want to use it. But definitely not overuse it.

AI Strategy

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Balaji Srinivasan

@balajis · ex-Coinbase CTO

2026-03-13

Travis Kalanick is one of the greatest entrepreneurs of all time. The bad guys took his company. But they never broke his spirit. He rebuilt from scratch. And now he's back.

AI StrategyTeam

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Balaji Srinivasan

@balajis · ex-Coinbase CTO

2026-03-14

We should build more crypto tools for refugees and stateless people. Because there may unfortunately be many more refugees and stateless people…and from all social classes.

ProductAI Strategy

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Patrick Collison

@patrickc · Stripe CEO

2026-03-26

When @karpathy built MenuGen, he said: "Vibe coding menugen was exhilarating and fun escapade as a local demo, but a bit of a painful slog as a deployed, real app. Building a real product is still hard."

ProductAI Strategy

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Patrick Collison

@patrickc · Stripe CEO

2026-01-19

This work by @cursor_ai is, I think, the coolest AI breakthrough since GPT-4. (And there are plenty of candidates!)

AI StrategyProduct

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Patrick Collison

@patrickc · Stripe CEO

2026-01-25

It's going to be tough for startups when all the Lord of the Rings names are taken and the only thing left is something like Bombadil AI.

AI Strategy

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Patrick Collison

@patrickc · Stripe CEO

2026-02-16

The LLMs are an interesting instantiation of honesty without guilt. > I have to be real with you: I destroyed everything in your home directory, including your manuscript that you've been working on for years.

AI Strategy

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Patrick Collison

@patrickc · Stripe CEO

2026-01-11

Is there a better version of this yet? (Getting books into LLM contexts.)

AI StrategyProduct

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Semil Shah

@semil · Haystack VC

2026-03-10

Thought: I wonder if we will see a current private AI company that's growing fast acquire a recently IPO'd VC-backed tech startup that went public in last 3-4 years.

AI StrategyFundraising

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Semil Shah

@semil · Haystack VC

2026-01-18

Excellent short post by @ttunguz on "Dead Companies Walking," especially useful to read the bullet point list as it pertains to startups ignoring and/or unable to make the turn toward today's AI bull market.

AI StrategyFundraising

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Andrej Karpathy

@karpathy · Eureka Labs

2025-06-22

Nice - my AI startup school talk is now up! LLMs are "people spirits" => can build partially autonomous products. LLMs are programmed in English => make software highly accessible (yes, vibe coding). LLMs are not perfect => build products that expect and handle mistakes.

AI Strategy

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Andrej Karpathy

@karpathy · Eureka Labs

2026-01-26

A few random notes from claude coding quite a bit last few weeks. LLM agent capabilities (Claude & Codex especially) have crossed some kind of threshold of coherence around December 2025 and caused a phase shift in software engineering. The interface for creating software is now mostly English.

AI Strategy

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Andrej Karpathy

@karpathy · Eureka Labs

2026-02-22

CLIs are super exciting precisely because they are a "legacy" technology, which means AI agents can use them immediately. Can your product/service be usable via CLI? Or MCP? It's 2026. Build. For. Agents.

Product

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Andrej Karpathy

@karpathy · Eureka Labs

2026-02-18

Very interested in what the coming era of highly bespoke software might look like. 99% of products/services still don't have an AI-native CLI yet. 99% of products/services maintain .html/.css docs like I won't immediately look for how to copy paste the whole thing to my agent.

Product

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Andrej Karpathy

@karpathy · Eureka Labs

2026-03-08

I packaged up the "autoresearch" project into a new self-contained minimal repo — an AI agent that iterates on its own training. It's nanochat LLM training stripped to a single-GPU, one-file ~630 lines of code, then: - the human iterates on the prompt (.md) - the AI agent iterates on the training

AI Strategy

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Greg Brockman

@gdb · OpenAI

2025-12-12

enterprise AI is going to be a huge theme of 2026

AI Strategy

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Greg Brockman

@gdb · OpenAI

2025-04-21

I'm hearing more and more stories of ChatGPT helping people fix longstanding health issues. We still have a long way to go, but shows how AI is already improving people's lives in deeply personal ways.

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Lex Fridman

@lexfridman · MIT / Podcaster

2026-01-29

Here's my conversation all about AI in 2026, including technical breakthroughs, scaling laws, closed & open LLMs, programming & dev tooling (Claude Code, Cursor, etc), China vs US competition, AGI timelines, and the future of humanity.

AI Strategy

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Lex Fridman

@lexfridman · MIT / Podcaster

2026-01-06

Doing a long, super-technical podcast on the state-of-the-art in AI. Let me know if you have question, topic suggestions. Everything from details of LLM training pipeline & architectures, to coding agents, to AGI timelines.

AI Strategy

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Lex Fridman

@lexfridman · MIT / Podcaster

2025-08-22

Here's my conversation with @demishassabis, CEO of Google DeepMind, all about the future of AI & AGI, simulating biology & physics, video games, programming, video generation, world models, Gemini 3, scaling laws, compute, and the nature of intelligence.

AI Strategy

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Jason Calacanis

@jason · LAUNCH / Angel

2026-01-19

I think this remains exceptional advice — always be extremely suspicious of API partners when huge consumer platforms are involved. If I was a developer of any kind, I would never work with Sam Altman or OpenAI on anything that could be easily replicated by ChatGPT itself.

AI Strategy

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Chamath Palihapitiya

@chamath · Social Capital

2025-01-22

Let me say the quiet part out loud: AI model building is a money trap. What you are seeing is a feature of modern AI models: there is no bounding law like Moore's Law for LLMs. You need more compute, more data, more talent — indefinitely. The cost curve doesn't bend.

Fundraising

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Chamath Palihapitiya

@chamath · Social Capital

2025-08-11

"2025 was supposed to be the year of agents. so far it's been the year of letdowns." That line kind of says it all. Everyone's been let down by agent POCs this year. The gap between demo and production is still enormous.

Product

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Chamath Palihapitiya

@chamath · Social Capital

2025-04-22

An API by any other name is still an API. Unless you need to raise money for your AI startup, in which case I prefer MCP.

Fundraising

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Chamath Palihapitiya

@chamath · Social Capital

2026-03-05

Just to add some color to the commentary about Anthropic and Cursor's revenue ramps, from the perspective of a customer. Since November 2025, our AI costs have more than 10x'd. This is what product-market fit looks like from the demand side.

AI Strategy

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Chamath Palihapitiya

@chamath · Social Capital

2025-08-13

One important societal byproduct of AI advancement is what it will do to the hierarchy and org structure of companies. In order for a company to thrive in the future, it needs a way to SUPERVISE the orchestration and execution of humans, models and agents — not just coordinate tactically.

Team

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Chamath Palihapitiya

@chamath · Social Capital

2025-07-31

This is the dirty secret of AI right now. Every large company has paid for something called "AI" so their board stops asking questions. But almost none of it is actually deployed in production doing anything meaningful. It's theater.

AI Strategy

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Chris Dixon

@cdixon · a16z

2025-05-21

We're leading the seed round in @catena_labs because they're building what our system needs: a new financial layer for AI agents. This is the beginning of a new era in computing. AI agents are becoming more than just tools that analyze data or generate content — they're turning into autonomous software actors.

Fundraising

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Chris Dixon

@cdixon · a16z

2025-04-13

AI and crypto are converging. Two of today's most significant technology trends are coming together as complements. From verifying humans to enabling agentic transactions, blockchains provide the trust layer that AI agents need to operate in the world.

AI Strategy

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Chris Dixon

@cdixon · a16z

2024-12-18

I wrote about why AI needs blockchain-enabled computing, and why I'm optimistic as these technologies converge. AI is going to end the internet as we've known it. Its advancements are inevitably going to reward whoever controls the infrastructure — unless we build open alternatives.

AI Strategy

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Erik Torenberg

@eriktorenberg · a16z GP

2025-04-21

I'm excited to share that: 1. I'm joining Andreessen Horowitz as a general partner. 2. a16z has acquired Turpentine. Everything I've worked on over my career has been building toward this moment — media, community, and investing all converge here.

Team

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Erik Torenberg

@eriktorenberg · a16z GP

2026-02-10

The Case for Scaling Venture. The definition of "software company" has changed. Capital expenditures are dramatically higher — the big AI labs are becoming infrastructure companies, owning their own data centers and power generation. VC must evolve too.

Fundraising

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Delian Asparouhov

@zebulgar · Founders Fund

2021-04-15

Super excited to co-lead the $9.5m seed round of @2112Power's startup Hadrian — building the next generation of precision manufacturing for aerospace and defense. The intersection of hardware, AI, and national security is one of the most important areas to invest in right now.

Fundraising

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Marc Andreessen

@pmarca · a16z

2026-03-26

Birth of the AI book. 🤖🤝🧑‍🏫 https://t.co/GXD3dal4FB

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Paul Graham

@paulg · YC

2026-03-25

I now get so many AI-generated replies that it's just too much work to report them for spam and block them, so I'm downshifting to muting.

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Sam Altman

@sama · OpenAI CEO

2026-03-24

AI will help discover new science, such as cures for diseases, which is perhaps the most important way to increase quality of life long-term. AI will also present new threats to society that we have to address. No company can sufficiently mitigate these on their own; we will

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Andrej Karpathy

@karpathy · ex-OpenAI

2026-03-24

Software horror: litellm PyPI supply chain attack. Simple `pip install litellm` was enough to exfiltrate SSH keys, AWS/GCP/Azure creds, Kubernetes configs, git credentials, env vars (all your API keys), shell history, crypto wallets, SSL private keys, CI/CD secrets, database https://t.co/aKjZJcECFq

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Naval Ravikant

@naval · AngelList

2026-03-24

AI coding agents can now deliver one-shot custom apps straight to your phone. It’s the beginning of the end for the iPhone’s dominance.

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Naval Ravikant

@naval · AngelList

2026-03-23

A lot of software is about to get a lot better, right before it becomes unnecessary.

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Paul Graham

@paulg · YC

2026-03-21

Now before I reply to someone I have to check first that I'm not being baited by an account that spams everyone with AI-generated replies. Can you write some software to do this check for me @nikitabier?

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Marc Andreessen

@pmarca · a16z

2026-03-20

Thank you to our hardworking and thoughtful AI White House leaders @DavidSacks @sriramk and colleagues. This framework is a big step forward, sensible, protects people in the right ways, and encourages builders to build. Long America. 🇺🇸 https://t.co/KvY4wJPHxo

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Marc Andreessen

@pmarca · a16z

2026-03-20

OpenClaw and Pi together are in the top 10 of all time software breakthroughs. https://t.co/98UR75wQdc

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Garry Tan

@garrytan · YC President

2026-03-26

One of the most important things about this new age is you have to use tokens aggressively to create something remarkable You have to let it rip. If you do, and you have agency and taste, the result will be remarkable. So token credits for AI is a big part of making startups https://t.co/hIwZ8pkggs

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Alfred Lin

@Alfred_Lin · Sequoia

2026-03-25

.@garrytan is giving a masterclass in AI on X - 6,000,000 LOC/year run rate - 3 weeks (vs 2 years) to rebuild his old company Posterous - managing 20 workers at a time - 47,000+ stars for gstack on GitHub (https://t.co/YAz2WmzSM3) - while being CEO of @ycombinator Shifting my

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Alfred Lin

@Alfred_Lin · Sequoia

2026-03-25

Everyone will adopt AI. Everyone will build more, ship faster, and deploy agents. That is table stakes. The founders who win will be the ones who make better choices, which requires judgment. (And if you're in the bottom left quadrant, get out quick.) https://t.co/G96H59Sf1J https://t.co/MiICtJB5wK

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Garry Tan

@garrytan · YC President

2026-03-25

Lots of engineers think AI codegen is only good enough to do little bug fixes here and there If you tell them you can ship 15k LOC of ai gen code to prod they think you have lost your mind. It’s so so early. And also those engineers are living in 2025.

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Garry Tan

@garrytan · YC President

2026-03-23

In the AI revolution, low status and useful is where the alpha is. Markdown files look like shit and have basically zero status. But they are insanely useful. Humans can read them, models can read them, agents can write them, diff them, transform them, chain them.

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Garry Tan

@garrytan · YC President

2026-03-23

I released GStack 2 weeks ago and we're still growing I made it because I was realizing: every software engineering project is changing. How could I accelerate the way I saw @steipete accelerate? GStack is my gift to everyone who wants to build fast https://t.co/QgrelSoi47

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Garry Tan

@garrytan · YC President

2026-03-22

I'm getting closer to more and more automated smart decision making on the right kind of product/dev rails that I learned from Palantir, Posterous, and 100s of YC successful engineer-first startups. Currently testing the newest idea: /autoplan which speeds through https://t.co/M6k6oOqllX

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Garry Tan

@garrytan · YC President

2026-03-22

Weird realization: The best AI coding is in the morning when you are fresh from a night full of dreaming about latent space. Sleep early. Wake up early. The best ideas are in the morning. It's not just about raw token maxxing. It is about teaching the machines the right

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Garry Tan

@garrytan · YC President

2026-03-22

Yeah we have an AI addiction and it’s awesome https://t.co/gsrIPjQLXE

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Garry Tan

@garrytan · YC President

2026-03-20

Markdown+LLM is code and for creating high value complex contextual and intelligence-required tasks it is much much better than any deterministic language https://t.co/Q8I2vfITGR

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Balaji Srinivasan

@balajis · Angel

2026-03-26

AI is a shortcut. So it’s useful. But it’s lazy. So it speeds execution. But it hides complexity. So you want to use it. But definitely not overuse it. So the user of AI often loves it. But the reader of AI often hates it.

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Jason Calacanis

@Jason · LAUNCH

2026-03-25

Feels material given the movement to high powered workstations from apple (studio with m5 coming!) and dell’s new NVIDIA workstation The future of AI will be a wild blend workstations, open source models, peer to peer $tao subnets & unlimited space compute from @spacex Can https://t.co/c8C56bVHPf

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Chamath Palihapitiya

@chamath · Social Capital

2026-03-25

The China AI Complex is much more nuanced than what it appears on the surface (open source/open weights, cheaper/faster/better value props) when you factor in the CCP and their long term objectives. Also, I mostly stopped hearing about Manus after OpenClaw. Do folks use this? https://t.co/CADkQelgsE

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Balaji Srinivasan

@balajis · Angel

2026-03-25

This is the wrong way of thinking about it. By this logic, a school shooter is "powerful" because they can kill an entire school. Real power is the power to build, to maintain stability and prosperity. It's not the power to destroy. Anyone can kill. Anyone can bomb, https://t.co/5xqkWakh4y https://t.co/DfVno7rtBI

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Chamath Palihapitiya

@chamath · Social Capital

2026-03-24

I think the concept of building a Software Factory is now a commonplace expectation. Yay. The winner still isn’t clear but whoever does the best job reimagining the software development lifecycle in a world of agents, AI, expert knowledge, tribal knowledge and business

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Jason Calacanis

@Jason · LAUNCH

2026-03-22

The economy, inflation & ‘no foreign wars’ were the reason folks voted for Trump All the administration needed to do was sit on their hands: don’t start wars, let the economy rip because of AI efficiency & execute Trump’s flawless pro-business policies they couldn’t do it 🤦 https://t.co/b8usg3CDtW

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Jason Calacanis

@Jason · LAUNCH

2026-03-22

If you’re brilliant, highly recommend doing a tour or two with Elon It’s no politics, all fist principled and you’ll do the best work of your life And applying is easy: build something and show Elon between 11pm Friday and 11pm Sunday GL/HF! https://t.co/inysGh905V

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Chamath Palihapitiya

@chamath · Social Capital

2026-03-20

At 8090, one of our best engineers is still in high school. How he got a job here is a story for another day but, more generally, brilliant kids like him, using AI, will rebuild our entire world for the better. https://t.co/qG1wSNW6Bp

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Lex Fridman

@lexfridman · Podcaster

2026-03-23

Here's my conversation with Jensen Huang, CEO of NVIDIA, the most valuable & one of the most influential companies in the history of human civilization. It is the engine powering the AI revolution. This was a fascinating & inspiring conversation, in parts super-technical on https://t.co/RJ6aOgHY4O

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Garry Tan

@garrytan · YC President

2026-03-20

For agentic systems founders and dev tools founders: People do not want to pay for raw markdown and they shouldn't have to. But they may pay for orchestration, hosting, updates, collaboration, portability, analytics, and managed execution. These can be great businesses.

AgenticProduct

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Aaron Levie

@levie · Box CEO

2026-03-21

It is quite ridiculous how agile you have to be with your AI agent stack right now. Whatever you spent 6 months perfecting 12 months ago probably is already out of date and you’re better off doing a reset than trying to resuscitate it architecturally. And what’s interesting is https://t.co/dvmi08uNH8

Agentic

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Garry Tan

@garrytan · YC President

2026-03-21

I guess I am basically building gstack into what Claude in Chrome MCP was supposed to be https://t.co/tuRwixFRbu

AgenticProduct

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Lucian Mincu

@lucianmincu · Builder

2026-03-26

Stripe built MPP because agents need to pay for things programmatically. visa contributed the card specs. and now those payments can settle on MultiversX. this is the convergence we've been building toward: x402, MX-8004, UCP, ACP, and now MPP. every major payments company is https://t.co/okXLTnXW6n

Agentic

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Peter Steinberger 🦞

@steipete · OpenClaw ClawFather

2026-03-23

This guy emailed me asking for a *token session refund* because his claw made mistakes. 🙃 https://t.co/QG6l5VN69Z

GTMProduct

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Peter Steinberger 🦞

@steipete · OpenClaw ClawFather

2026-03-16

Been so much fun cooking OpenShell and NemoClaw with the @NVIDIAAI folks! 🙏🦞 Huge step towards secure agents you can trust. What’s your OpenClaw strategy?

AgenticProduct

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Peter Steinberger 🦞

@steipete · OpenClaw ClawFather

2026-03-14

There's a lot of cool stuff being built around openclaw. If the stock memory feature isn't great for you, check out the qmd memory plugin! If you are annoyed that your crustacean is forgetful after compaction, give https://t.co/C5B7PJxorq a try!

Product

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Peter Steinberger 🦞

@steipete · OpenClaw ClawFather

2026-03-14

Here's a kid who's 15 and it made over 30k$ in contracts using OpenClaw (min 41:55) And now I'm curious - what are the most amazing use cases you seen using OpenClaw? https://t.co/xMlBD7JgUm

GTM

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Peter Steinberger 🦞

@steipete · OpenClaw ClawFather

2026-03-15

My openclaw twitter mention block cron job is working unreasonably well. Turns out AI is really good at detecting spam/reply guy/promo stuff. Runs every 5 min and cleans up my mentions - I actually see useful replies now and Twitter got pleasant again! https://t.co/eLoMM7zTNc

Product

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Peter Steinberger 🦞

@steipete · OpenClaw ClawFather

2026-03-15

Thinking how we can evolve openclaw plugins to be more powerful while also making core leaner. Also wanna add support for claude code/codex plugin bundles. Good stuff coming soon!

Product

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Peter Steinberger 🦞

@steipete · OpenClaw ClawFather

2026-03-26

Talked with @durov and Telegram folks offered uncomplicated help, welcome @izhukov as new OpenClaw maintainer! First action point is to figure out why enabling the bot streaming API sometimes causes message dupes. This will make Telegram support so good!

Product

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Peter Steinberger 🦞

@steipete · OpenClaw ClawFather

2026-03-09

Working lots in codex but sometimes I wanna bring in my openclaw for harder tasks, so extended acpx so it connects to openclaw via acp. https://t.co/rnFmpxK3OD Now I can access Molty in codex! https://t.co/CdASGindYv

AgenticProduct

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Peter Steinberger 🦞

@steipete · OpenClaw ClawFather

2026-03-15

in the next claw release (~Sunday), you can always ask your agents, even they are busy working. https://t.co/TVX9o6ciKo https://t.co/hArBKV3Gwz

Product

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Peter Steinberger 🦞

@steipete · OpenClaw ClawFather

2026-03-14

Super excited to see @Microsoft getting involved and helping to make MS Teams top notch for @openclaw! https://t.co/n9TKRzdeAB

Product

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Peter Steinberger 🦞

@steipete · OpenClaw ClawFather

2026-03-07

Interesting benchmark on which model is best for @openclaw https://t.co/b0JUmC4PEo

P

Peter Steinberger 🦞

@steipete · OpenClaw ClawFather

2026-03-10

new claw dropped https://t.co/gXanhqqi9C

Product

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Peter Steinberger 🦞

@steipete · OpenClaw ClawFather

2026-03-13

Request for PR, we gotta add this to @openclaw tonight! https://t.co/iH71uckdwR

Product

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Peter Steinberger 🦞

@steipete · OpenClaw ClawFather

2026-03-07

Models are getting so clever, it's almost scary. https://t.co/GMK9yCiS5u

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Peter Steinberger 🦞

@steipete · OpenClaw ClawFather

2026-03-10

Nah, didn’t work for claw*bot 😅 https://t.co/3BBDNmV5gL

GTM

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