More SF observations: 1. Seeing the word "inference" on billboards in SF still blows my mind. 99.9% of america has no idea what inference is and I wonder how many know what an agent is. Will Muse, Instinct, Dots etc will change that over the next 12 months? 2. You know who doesn't get enough credit? Manus. In March 2025 they shipped the blueprint for AI agents: every task gets its own computer in the cloud, you can watch it work, it writes a todo list and checks it off, and you walk away while it finishes. So much of what we use today runs on those ideas! 3. Your product now has to sell itself twice. First the agent has to pick it, then the human has to trust that pick enough to say yes. 4. I was talking to a guy who told me we should just destroy all the data centers. I think that sentiment is more common than people in SF realize. You can already see some of the big AI companies adjusting positioning their AI as something that helps people and gives them more time/cures for cancers etc. 5. AI is making people work 5x faster (at least), so for freelancers/agencies that charge per hour you're earning 5x less per unit of work. But your rate is the same? I think a lot of freelancers and agencies are about to have to rethink how they price. 6. Running a company now feels kinda dystopian sometimes, especially with a small team of a few humans and a lot of agents. Some days the Slack channel is mostly bots reporting to each other, and you're the only one in the room with a pulse. 7. Every product company is turning into a product studio. I see it firsthand as a co-founder of @meetLCA , which is basically a Labs as a Service company incubating new products for companies. (DM me if you want to work together in 2027). 8. Personal software is exploding. People at every company are building their own little tools for their own jobs. It's amazing for productivity and a nightmare for IT, because nobody knows what's running or who owns it. 9. Revenue per human is the new flex. Founders used to brag about headcount. Now they brag about how much they're doing with how few people. 11. More founders are using agents for customer research. Agents run the interviews, read every support ticket and summarize what people are begging for. Synthetic market research is the new thing. 12. Shipping technology that actually takes 3-6 months with unique partnerships that are hard to replicate. So, partnerships are sooo back! 13. Insane amount of young people (22 or younger) making absurds amounts of money. At least it feels that way. Never seen anything like that, even during mobile era. 14. Only 2% of the US is paying for AI products, but it feels like 110% SF is. 15. Advice for college grads used to be “follow your passion” and now it’s follow careers that are not document- driven, rules-bound and verifiable 16. Seeing the word inference on billboards in SF still blows my mind. 17. Agents paying for things feels futuristic. I think its coming, only a matter of time, but I’m wondering when it becomes mainstream. 2027? 18. Lots of talk about proactive agents being the next phase of personal agents. Right now you ask your agent to do something. In 2027, it’s all going to be about noticing things (context/memory) and acting first. "Your flight got delayed, I already rebooked you." 19. The quote "what the smartest people do on the weekend is what everyone else will do during the week in 10 years." by Chris Dixon. It feels like that length of time isnt 10 years anymore, its 12 months. 20. This is the most asymmetric window I've ever seen in business. My DMs are open. Respond to the most interesting ones. Loved my trip to SF. Until next time. Maybe NYC next? Thank you for everything. I'm rooting for you.

link: crops.sabhyachhabria.com github: can put it up if people want!

All-In Summit: Bill Gurley (0:00) Bill Gurley takes the stage at the All-In Summit (1:29) Bill's Presentation: Searching for Feynman Links to additional resources mentioned in talk and used in research: p3.institute/searching_for_f… @bgurley

HAPPY 176TH BIRTHDAY TO THE GREAT STATE OF CALIFORNIA!

Transparent LCD screen that displays content while still letting you see straight through it.

So let me get this straight.... 1. Agents are about to outnumber humans on the internet, so most of the traffic, transactions, and conversations online will soon be machines talking to other machines while we sleep. 2. Superintelligence exists now, and for $20/mo you pretty much get it all. 3. Cloud agents allow you to run a business 24/7 and from literally a phone while you're waiting to order a latte. 4. Voice AI is wide open. This industry has barely changed since the 90s. Infinite opportunities. Voice AI is finally getting good enough. 5. Mobile apps are interesting again for the first time in 10 years, because an AI-first app that thinks and acts on its own is a different species than the passive ones in the store today. There are kids doing $100k/MRR. 6. It's the golden age of open source. The models you download off Hugging Face for free and own forever are landing within months of the ones behind paywalls, so the smartest thing on earth can't be throttled, priced up, or shut off by a company having a bad quarter. 7. The keyboard is on its way out. We spent 40 years learning to type fast, and it's about to feel like handwriting, because soon you just talk and the computer goes and does it. 8. Every company is about to hire agents with their own logins, their own inboxes, their own track records, and a shadow economy is forming where agents pay, hire, and vouch for other agents. 9. Software stopped being something you buy and became something you rent by the hour. The whole industry is repricing from $50 a seat to thousands per outcome. Tons of opportunity. 10. Robots are about to have the moment software agents just had. The intelligence got solved. Now it's dropping into machines with arms and legs, and the people who can wire AI into hardware are about to be the most fought-over hires on earth. 11. The 10-person startup can now out-ship the 500-person company, and everyone can feel it happening. 12. Every white-collar task is getting a "do it for me" button, and most people haven't pressed it yet. 13. Data you've been sitting on for years is suddenly worth something, because now an agent can actually use it. 14. Language stopped being a barrier. Real-time translation that actually works means the next huge consumer app might get built for a market you can't even read, by someone you'll never meet. 15. Every SOP is turning into a product. The way a business does one thing, written down as a markdown file an agent can run, is now something you can sell. Knowledge that used to live in someone's head became downloadable. 16. The moat moved from what you know to how well your business is written down. The company an agent can actually run wins, so being legible beats being big. 17. Since agents will get scammed by other agents, a whole trust layer has to get built. The Yelp for agents. The escrow for machines. Wide open. 18. You keep the whole thing now. A business that needed 50 people to hit $10M needs 3 and some agents, so instead of splitting it 200 ways with investors, it's just yours. 19. Search engines minted a generation of millionaires and billionaires. LLM search is about to do it all over again. Billions of eyeballs are moving off Google and onto ChatGPT, so being the answer inside the models is the new front page. 20. The margins are stupid. You charge someone what they'd pay a human, and it costs you a few bucks in tokens. That gap used to go to payroll. Now it goes to you. Any one of these would DEFINE a decade on its own. We got ALL of them at once, stacked on top of each other in the same 18 months. It's a magical time to be building. You don't need to overthink it. Build.

Spain's potential World Cup winning goal on Telemundo

Mapped: The World’s Most and Least Corrupt Countries 🌍 visualcapitalist.com/mapped-…