AI models are getting close to designing hardware better than humans, and that shifts where the hard problems are:
- Better simulation, so physical builds become confirmation instead of experiments
- Demand shifts toward parts, machining and raw materials
- AI labs need to capture the "process knowledge" that lives in machinists and fabs
The one step even superhuman AI will struggle to speed up:
"A superhuman hardware engineer could design one million new iterations of the Apple Watch and get them manufactured for cheap, but then how can it know what customers actually want?"
But once AI crosses over, "the impact should prove immense: humanity will be able to directly use digital AI tools to bring about real, physical, material abundance."
Full piece from a16z's Christian Keil on what hardware engineering looks like once AI masters design: a16z.news/p/superhuman-hardw…
Shashank R Gupta retweeted
.@MercedesAMGF1 is the leading F1 team and the best business in the sport. Toto Wolff is the only owner-principal. I was excited to sit him down and understand his business background, how they run engineering under the constantly-changing rules, his views on the industry, and how he's preparing for succession.
00:00:22 Spotting driver talent
00:06:24 Engineering and team selection
00:09:11 The F1 cost cap
00:25:21 Toto’s early investing career
00:38:15 Running Mercedes as an owner
00:46:47 Why F1 team values exploded
01:08:24 Succession planning
Shashank R Gupta retweeted
Charlie Songhurst on why "boring and complex" companies may offer the best returns
My second conversation with Christina Cacioppo (@christinacaci), Vanta's cofounder and CEO.
Charlie Songhurst says the best returns come from companies that are highly boring and highly complex, because fewer founders want to build them.
Vanta is one of those companies.
When we first talked five years ago, Christina told me about building the first version of Vanta in Excel.
Since then she has turned it into the category leader in security compliance. Now she is rebuilding it around AI.
We discuss:
- Why great software businesses got cheap
- Why Vanta eats the cost of AI instead of marking it up
- Why comp for top people is up 10X in five years
- What is over/under hyped in AI
- How AI attackers are changing security
- Vanta marketing + billboards
- Building trust in an era of low trust
Enjoy!
TIMESTAMPS
0:00 Intro
4:17 Surviving the SaaSpocalypse
9:40 The AI Pricing Trap
16:17 Rebuilding Software for AI
22:43 Silicon Valley's Talent Wars
31:57 What's Overhyped in AI
38:39 Security at Machine Speed
47:16 Reinventing Software
55:37 The Billboard War
60:38 Rebuilding Trust in Technology
Shashank R Gupta retweeted
When the guy with the perfect resume @tejeshwi_sharma (IITD, HBS and Sequoia) tells you the best founder signal in India is BITS, believe him.
Thank you TJ, you see things a decade before they're obvious 😃
BITS @bitspilaniindia @BITSPilaniGoa will be the most prolific breeding ground for start-ups in India next 10 years.
As a college, BITS is more start-up pilled than any other college in India.
Stunning to see the rise of BITS as a force of entrepreneurship.
Shashank R Gupta retweeted
He’s clearly taking the GenZ relatability issue to heart.
“First in my bloodline to build a rocket” 😂
Shashank R Gupta retweeted
I made a website that plays bangers from indian barbershops
before you became fancy and started visiting salons. you once went to a 'saloon'. ₹20 haircuts. simple hairstyles with music that could fix your soul.
saloon.wtf
Shashank R Gupta retweeted
Urban Company is a beautiful case study of a consumer company running so many different business lines and holding the lead across all! Great quarter.
TL;DR: Core India +29% (record quarter, margins up to 6.9%), International +76% and profitable, Native +51% with margins improving sharply and ex-InstaHelp profit +116%!
No incumbent vibes from @abhirajbhal: "InstaHelp - we're playing to win, we're not playing to look elegant. We don't want to give an inch."
Relentless execution factory. Congrats team @urbancompany_UC 👏👏
Shashank R Gupta retweeted
My biggest takeaways from @Netflix's Chief Product and Technology Officer Elizabeth Stone:
1. Elizabeth believes that “systems thinking” is becoming the most important skill in the AI era. In engineering and product, this means people who can see across business domains and build the common capabilities that let many teams move quickly. In design, it means experience designers who create templates and design systems so that non-designers can ship work that stays coherent and on-brand. The underlying driver is velocity: when more people are doing more types of work at higher speed, you need to be good at building common scaffolding.
2. Systems thinking is learnable: zoom out one level from your specific problem. Given a task, step back one click—what bigger problem does this serve the business, will it scale across the product surface areas, should it become a platform capability? The companion habit: do your job in a way that helps your manager do theirs. This will force you to think about how all the pieces fit together.
3. Expect a storming phase before a forming phase. The role confusion people feel right now (“What is my job anymore?”) is the predictable middle of any transformative technology. Elizabeth’s advice: focus on high-quality source-of-truth data, guardrails on what ships, and constant internal reinforcement that humans own what they create.
4. The top AI labs converged on Netflix’s culture. High agency, high talent density, top-of-market pay, bottom-up thinking, fast experiments—the traits Lenny hears constantly from AI labs were in Netflix’s early culture deck. Elizabeth’s explanation: excellence comes from hiring exceptional people, trusting them to do great work, and holding them accountable.
5. Netflix’s culture is centered around building “excellence as an operating system.” High talent density, radical transparency, context not control, and the keeper’s test. These work together to create an environment of trust and accountability, without bureaucracy. But it’s also uncomfortable. It requires tolerating people making decisions you’d make differently, resisting the reflex to add process when things go wrong, and letting people carry the weight of their own choices. Elizabeth describes the hardest part as “being comfortable in that discomfort.”
6. The keeper’s test is as much about recognizing great people as it is about removing the wrong ones. The test—“If this person told me they were leaving, would I fight to keep them?”—is often cited in its difficult form: the moment you realize someone isn’t the right fit. But Elizabeth uses it predominantly as an entry point for honest performance conversations that are deeply positive. Most of the time the answer is “I would fight so hard to keep you,” which creates the opening to articulate strengths, discuss impact, and name what’s working. Good feedback hygiene needs a forcing function; the keeper’s test provides one.
7. Specialization is trending down—adaptable generalists are trending up. We’re shifting away from narrow stack-layer specialists (pure frontend, pure backend) toward people who can navigate fluidly across layers. The same logic applies to business domain knowledge: the mindset of “I’m a payments expert, full stop” is less valuable than “I know payments well enough and I’m willing to imagine what the future version of this looks like.” The meta-skill is learning to learn, not locking into a single lane.
8. Netflix’s approach to AI fluency is a universal principle, not a level-specific expectation. Rather than rewriting career ladders to specify what AI competence looks like at each level, Netflix added a single aspiration across all roles and levels: AI fluency. What fluency means varies by function and seniority, but the non-negotiable minimum is the same everywhere—an open-minded, experimental mindset, genuine curiosity, and comfort with ambiguity.
Shashank R Gupta retweeted
this would have been a whole startup not too long ago
Shashank R Gupta retweeted
blr doesn’t have a sports bar scene so i had to take matters into my own hands
vive la france 🇫🇷
Shashank R Gupta retweeted
Someone made a song called “Claude’s Plan” inspired by Drake’s God’s Plan.
The AI industry has PEAKED here. 😭
Shashank R Gupta retweeted
Thank you, my friend, for your most gracious wishes.
I fully agree with you. India-Israel friendship will continue to grow from strength-to-strength in the years to come.
@IsraeliPM
@netanyahu
Congratulations, Mazel Tov, my dear friend @PMOIndia @narendramodi, on becoming India's longest-serving elected Prime Minister! 🇮🇱🇮🇳
Shashank R Gupta retweeted
single-purpose robots keep winning:
1. they pick one task and nail it
2. they don’t need a foundation model to be useful
3. every run generates data that makes the next one better
4. the operator ratio flips from 1:1 to 1:many
5. the customer forgets it’s a robot
this is happening across every major industry
China’s autonomous tractor goes viral! 🚜
China’s aging rural population and labor shortages are forcing a rethink in agriculture, and the answer may already be working the fields.
The Honghu T70 is a fully electric, autonomous tractor developed in China. It’s a production-ready machine already in use across Hebei Province, with nationwide rollout planned.
The T70 can autonomously complete the entire farming cycle, ploughing, seeding, spraying, and harvesting, without a driver.
It collects real-time data on soil composition, moisture, and crop health, navigating with centimeter-level precision using China’s satellite system. 📡
It’s fully electric, charging via grid or renewables, making it well-suited for rural regions.
If deployed at scale, small farms could be managed by a single person with a fleet of robots, helping China reduce dependence on imported Western machinery and opening export markets in Southeast Asia and Africa.
With over 20% of the national workforce still in agriculture, automating rural labor could free up millions for cities and industry.
~~
♻️ Join the weekly robotics newsletter, and never miss any news → ziegler.substack.com
Shashank R Gupta retweeted
🚨 CM Fadnavis says Maharashtra will surpass the economies of UAE & SINGAPORE in the next 2-3 YEARS 🤯
🗣️ “Not competing with any state, we're World's 30th largest Economy.
— We are on track to become India's first $1 Trillion Economy by 2030" (To: Republic)
Shashank R Gupta retweeted
Earlier today, witnessed the Surya Tilak that took place at the Shri Ram Janmabhoomi Mandir, Ayodhya. May the blessings of Prabhu Shri Ram always remain upon us.
Shashank R Gupta retweeted
Congratulations Sanae Takaichi on your landmark victory in the elections to the House of Representatives!
Our Special Strategic and Global Partnership plays a vital role in enhancing global peace, stability and prosperity.
I am confident that under your able leadership, we will continue to take the India-Japan friendship to greater heights.
@takaichi_sanae
most ppl wildly overestimate what money actually buys after a certain point. the real advantage of abundant capital is mostly psychological.
yes, yachts & private jets exist. no, most billionaires aren’t joyriding them daily like it’s gta. novelty decays fast. hedonic treadmill stays undefeated.
on actual access, the world is getting more equal over time. a billionaire uses the same iphone. drinks the same diet coke. eats broadly the same food. uses the same ai tools. injects the same glp-1s. uses the same software stack. & the same internet. the day to day gap that actually matters keeps shrinking.
wealth today mostly buys optionality, time, & reduced anxiety. it does not necessarily buy some secret parallel reality with god tier products the middle class cannot access.
the real work is just continuing to build initially expensive shit & push it downstream. scale beats status. & accessibility beats excess.






























