Erick E
@generick_ez
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cofounder @ InQuery (hiring founding engineers, DMs open!) | prev @DoorDash @stanford
nyc
Joined July 2013
swe at a large nyc-based tech company just texted me "damn this vibe coding thing is kinda crazy" still so early
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My main takeaway is that our system isn't set up to redistribute the gains of abundant intelligence. The labs are economic absorbing states.
JUNE 2028. The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation. What happened? https://t.co/JzzwCrbJgS
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My understanding is that hardware was unappealing as an investment category due to: - long payback periods - high upfront capex - thin gross margins - high risk due to rigidity (inability to pivot) Has any of this materially changed or are people just arguing that software's
Anthropic co-founder at an external YC W26 event: “the only moat left is in hardware…building software is not safe anymore” Good luck AI wrapper companies :)
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Can confirm that the average non-technical audience still cannot detect an AI-written keynote
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Just wait til you found out how they did this
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I believe in app layer products
I am crying of laughter at this woman trying to run lines with an AI reader
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I really did not think I was in top 1% of chatgpt users. It's still so early.
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Creation can be summarized as a two step process: - Develop a vision - Traverse a medium to arrive at that vision With software, it used to be that traversing the medium (code) was tricky and took a ton of experience, so we valued engineers for both their ability to solve
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Every victory I've ever won has started with facing reality exactly as it is
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A clear misunderstanding of the fractal depth of application layer problems/opportunities
My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of the foundational model providers. App functionality will be added to the foundational models' offerings, because the big players aren't slow incumbents (it is wrong to
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Startup buzzwords that are mostly bullshit: - moats - right-to-win - TAM - founder-market fit Startup buzzwords that are mostly real: - PMF - speed/momentum - storytelling - distribution - taste
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One of the trickiest temptations as a founder is to deliver work product as opposed to building the system that delivers work product. For every new task, request, or process, it's easy to default to Just Getting It Done and harder to take the longer path to building leverage so
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Me to my team when I'm slinging AI slop into the codebase between demo calls
Conflicts aren’t hard because “conflicts are hard.” They’re hard because you have conflict anxiety. Conflict anxiety can be unlearned.
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Your team should have a -10 to +10 rating system that you use anytime you say "I have some news" to limit whiplash
Life pro tip for founders: if it’s not a crisis, make a rule that the following text you “NOT BAD” before they call you or ask you to call them 1. General Counsel 2. Head of Comms/PR 3. Chief People Officer
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