Potrock
@Potrock_
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So after all these hours talking about AI, in these last five minutes I am going to talk about: Horses. Engines, steam engines, were invented in 1700. And what followed was 200 years of steady improvement, with engines getting 20% better a decade. For the first 120 years of
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If you need your parents to set up a paypal under their name in order to make your first drop of internet money as a 12-13 year old, you are gonna make it.
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Being a minecraft server owner, developer, or otherwise part of the creator ecosystem at 13 is the highest predictor of adult agency. Many of my friends from those days are now successful small business owners in their early twenties, doing a whole bunch of random stuff.
Spending 3 months of my school summer holiday to teach myself Java via trial-and-error, and then selling a Minecraft plugin for $70 completely changed my life trajectory
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Is OpenAI Losing the Race to Google? Why Compute Is About to Go Vertical w/ @FloodCapital @Potrock_ OpenAI wants ads. Anthropic wants enterprise. Google wants everything. Three strategies, three outcomes… but only one path leads to durable value. We explain which one, and
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Typescript domination. @aisdk and @bunjavascript
Bun is joining Anthropic! https://t.co/06NlXDZhNE
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The wave of change that will hit this decade has never required ASI or even AGI. GPT-4 alone was sufficient for massive societal transformation, particularly in employment. All that was/is needed was application, and for hallucination and inference costs to drop.
Social media tends to frame AI debate into two caricatures: (A) Skeptics who think LLMs are doomed and AI is a bunch of hype. (B) Fanatics who think we have all the ingredients and superintelligence is imminent. But if you read what leading researchers actually say (beyond the
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Inside the AI Cold War: Why Compute, Power, and Chips Decide Everything w/ @Potrock_ @FloodCapital China is only 4–6 months behind the frontier labs. And their open-source models are catching up even faster. This is why the White House now treats AI like a Manhattan
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Plan mode is noticeably better with Opus 4.5. Its so good
Plan Mode is the most slept-on feature in Claude Code – and we just made it a lot better. It dramatically improves your one-shot success rate. Fewer iterations, less hand-holding, better final results. Shift + Tab twice to try it.
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Introducing Exa 2.1 We scaled our pre-training and test-time compute by an order of magnitude, unlocking frontier search API performance for both fast and agentic search. Deep dive below:
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GPT-5.1, Gemini 3, Grok 4.1, Nano Banana, Codex-max and now we wait for Opus-4.5.. It’s over.
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Nvidia Just Validated the Entire AI Trade w/ @FloodCapital & @Potrock_ Robotics is the most underpriced part of the AI trade. Robot arms that cost $1–5K are now hitting 95%+ task success and every robot needs huge compute + new models. This could become the next
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gemini 3 pro absolutely stinks stinks with that good big model smell
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I had access to Gemini 3. It is a very good, very fast model. It also demonstrates the change from chatbot to agent.
oneusefulthing.org
From chatbots to agents
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'The core innovation in Kosmos is our use of structured world models, which allow us to efficiently incorporate information extracted over hundreds of agent trajectories and maintain coherence towards a specific research objective over tens of millions of tokens.' $200 per run.
This is exciting; I expect we are going to see a lot more things like this and it will be one of the most important impacts of AI. Congrats to the Future House team. https://t.co/Cxeh8UlWdk
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Base Builders are growing their games rapidly:
From players to creators, HYTOPIA’s ecosystem is expanding rapidly on @base. ▫️~ 2M minutes of playtime per week ▫️800K+ downloads on Android ▫️250k+ Monthly Active Players ▫️18K–21K daily players Today, we’re opening up a public dashboard so you can track that growth in real
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First episode of our new AI podcast breaking down the investable AI stack! Hosting w/@Potrock_ a giga brain who leads the AI team at a stealth startup backed by T1 VCs! My exposure is mainly via data centers $GLXY and AI robotics companies (Apptronik, DYNA, a few more).
Why We Are NOT In An AI Bubble & How To Invest Across The Full AI Stack w/ @FloodCapital @Potrock_ @KyleReidhead The AI gold rush isn’t in chatbots. It’s in data centers, power, robots, and inference, and demand is so insane that even 2017-era chips are still running nonstop.
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