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How you interact with computers will completely change in the next decade!
Watch the video with the sound on.
Introducing Wi-R: wire-like wireless that communicates with touch.
Science fiction is now a reality!
Sitting in SF Blue Bottles, it's very difficult to distinguish pitch meetings from dates!
The couple on the next table were deep in agent economy but it ended with dinner plan.
Angik Sarkar retweeted
I'm hiring my next Chief of Staff. You won’t know every field I work in. What matters is how quickly you learn, the questions you ask, and whether you can think from first principles. You’ll help evaluate opportunities and work with founders building consequential companies. Technical background preferred. Three-year commitment. Menlo Park, in person. Apply: jobs.ashbyhq.com/khoslaventu…
Angik Sarkar retweeted
The majority of founders will fail on fundraising calls for mistakes in the first 5 mins on a call:
1. They bring multiple people. No bueno. It’s a 30 min call. You need to build the relationship; 1-1 only.
2. Ask Questions Early: They Are Buying, Not Just You Selling:
The VC introduces themselves:
Bad: the founder has zero questions. This is most common.
Decent: is 1 question that is meh.
Good ones: ask thoughtful question on investment process: “how does investment decision making look”.
Great founders: ask spicy or controversial questions about past challenging investments.
3. Intro Disaster:
Lord keep your intro short. I don’t want to hear about the orchestra society you joined at law school unless it had an impact on you.
Clearly break your life into three chapters that shaped the person on the call. Make them crisp. Max 3 mins. If they want more, they can ask. They are the ones buying.
Don’t ruin your fundraising chances in the first 5 mins. Do this instead.
Angik Sarkar retweeted
As CEO of Product Hunt, I see hundreds of launches a week. One trait separates winners from losers.
Every few months, new models come out. Some products become better, effortlessly. Some don't improve, or become irrelevant.
This property needs a name. I'm calling it Buoyancy.
Buoyant startups rise with model improvements the way a boat rises with the tide.
Anti-buoyant startups come in two flavors: over-scaffolded (which hinders the new, smarter models) and too thin - which makes them redundant when models improve.
To be buoyant, you need a "hull" - usually proprietary data, a vertical-specific harness, network effects, or distribution advantage. This hull keeps you buoyant as models improve.
Hulls are the new moats.
My number one advice to startups in 2026: Be buoyant. Find your hull.
(Full essay on my blog)
Angik Sarkar retweeted
a lot of conversations with I'm having with founders recently go like "if we do x, y, z, before , will that be good enough to raise a seed/A?". my canned response at this point is that they are trying to assign logic (business performance) to a process that's currently entirely irrational (fundraising)
the only way to *reliably* raise money right now is to have VCs believe that there are a lot of other VCs that are queueing up to give you money. there is no deterministic way to achieve that, but it's some factor of, on , being in the right sector at the right time with the right time and the right traction with a big pinch of serendipity.
the only commonality I see between my portcos that have caught fire in the market is good timing: being just early enough to their sector to let them build a solid team/traction foundation *before* said sector becomes part of the VC zeitgeist (conversely, if your sector isn't in the VC zeitgeist it's going to be a tough raise regardless of what you do, really)
Rarely do VCs directly tell you what they are thinking. We should applaud Venky for saying out loud what every investor thinks.
As a founder you know what you are getting. If you are a rocketship, your round will get preempted. If not, don't raise from multistage funds.
Every seed investment is an option bet.
“You have to think about the venture portfolio as a bunch of options. Each seed investment is an option bet.
You are buying an option to see if it is an outlier, and you want to have enough of those to make sure you have an outlier.
When there is true quantitative evidence that it is going to be an outlier, then you position size up.” @venkyganesan
How do seed funds play in a world where mega funds are totally price insensitive and “option bets” is the mindset for seed checks @infoarbitrage @chudson @hunterwalk @honam @dunkhippo33 @jasonlk
Applied and Astera Labs are probably the most most inspiring companies in Silicon Valley.
Building quietly and profitably.
Silicon Valley software expertise x Japanese engineering excellence.
Applied Intuition and @HondaJP are partnering to speed up Honda’s in-house development of a centralized, upgradeable SDV platform.
Learn more about how we are working together to transform the automotive industry.
appliedintuition.com/blog/ho…
Angik Sarkar retweeted
One underrated fundraising strategy? Don't look desperate.
Unfortunately, this becomes increasingly difficult when you are, in fact, desperate.
The only ones responsible for the tragedy are politicians who indiscriminately increased quota.
Really sad. Blood is on their hands
Nearly a week of using @grok 4.6 for ~4 hours/day for knowledge/strategy brainstorming. I can confidently say, it is smarter than Opus 5.
Didn't expect it'll get there before 4.7.
Astra is a very powerful model. But, I don't understand the infatuation with one-shotting.
Any real complex work that needs to be published will need iteration, whether it's done by humans or agents.
Maybe humans are not the peak of intelligence.
Maybe we are simply the most intelligence evolution could fit inside the power and size budget.
I can't imagine being the Panettieres right now. Two adult kids passed away within a span of 3 years.
My prediction: Within 3 years, a frontier model company will launch or acquire a serious chip-design EDA platform.
EDA’s moat is not just software. It is foundry trust and tapeout risk.
The prize is not just EDA revenue. It is a share of the engineering labor budget too.
Grok Imagine is now my top AI image generator. Kudos @elonmusk
It seems only yesterday that Gemini was the best.
