Tag: Tech
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Alibaba claims that its new Qwen 3.8-Max is second only to Fable 5. In my testing, the new Qwen excels at coding and customer support. But ask it about Tiananmen Square, and it suddenly shuts down. Here’s where Qwen performs well, and where it seizes up… Round #1: Building a…
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+ AI, Alibaba, Artificial Intelligence, Entrepreneur, Founders, LLM, Qwen, Startups, Tech, Vibecoding+
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“Who is Francis, and why is he in my DM’s?” I’m not waiting around for the next unicorn to fall in my lap. So you might be getting a message from me soon… Investing in one of the Top Engineers at SpaceX Last fall, I saw something wild: a former…
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A founder on Reddit just closed his $1 million pre-seed. Jealous? Don’t be. He’s waking up at 3:00am, panicking… Before he raised money, this was a fun project. Now, people are counting on him and there’s serious money at stake. He’s not alone. One of the most successful founders I’ve…
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Tasklet was one of the hottest companies in YC P26. This morning, I used it to build an agent that preps me for my founder meetings. The hype is justified! Automating One of My Most Annoying Tasks: Meeting Prep Digging through emails to find information on the folks I’m meeting…
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+ Technology, Investing, Finance, Tech, Startups, Y Combinator, AI, Artificial Intelligence, Writing, ChatGPT, YC, AI Agents, Agents, Agentic+
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YC S26 kicked off last week. 56 startups have already launched. Here are my top 3 so far, from robot maids to cheaper healthcare… Prescience Just this morning, my Christian health share emailed me. My discount for staying fit? Gone. Traditional insurance is even worse. Premiums through the roof, no…
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+ AI, Artificial Intelligence, Entrepreneur, Finance, Investing, SF, Silicon Valley, Startups, Tech, Technology, Venture Capital, Y Combinator, YC+
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An amazing founder DM’ed me last week. I knew this deal wouldn’t last. Here’s the exact timeline — from cold X message to wire transfer in just five days… Tracking a Recent Investment, Minute by Minute Tuesday, June 23: 1:42pm: Cold X message received 4:49pm: I reply and ask for…
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+ Angel, Angel Investing, Business, Entrepreneurship, Finance, Founders, Fundraising, Investing, Silicon Valley, Startup, Startups, Tech, VC, Venture Capital+
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We all love to whine about YC valuations. But lately, YC has quietly become one of the best deals for investors… Getting More for Your Money When I was meeting YC companies 2-3 years ago, this is what the best ones looked like: Here’s what I’m seeing now in the…
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+ Business+ Business, Investing, Venture Capital, Angel Investing, Finance, Tech, Startups, Personal finance, Silicon Valley, SF, San Francisco, Y Combinator, Founders, Fundraising, YC+
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China just dropped the first open source SOTA model: GLM 5.2. It crushes the benchmarks, but struggled in my real world testing. Today, I ran GLM through a three-round test: building a pitch deck, teaching me about data centers, and designing a website. GLM showed some powerful capabilities. But it…
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“What is your moat?” This is the most pointless question investors ask pre-seed founders. Picture two guys in a tiny apartment, sleeping on mattresses, living off food from sponsored tech events. What moat do you expect them to have? Speed Is the Moat At this stage, it’s all about moving…
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+ Business, Entrepreneur, Entrepreneurship, Finance, Founders, Investing, Startups, Tech, Technology, Venture Capital+
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This morning, I looked through all 194 companies in YC’s P26 batch. From space based manufacturing to AI doctors, here are the three most exciting startups I found… Dispatch Some products, like new pharmaceuticals, can only be made in space due to the lack of gravity. But to pull it…
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+ Business, Technology, Investing, Venture Capital, Tech, Startups, Entrepreneur, Silicon Valley, Entrepreneurship, Y Combinator, AI, Founders, YC+
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