
Nicolas Bustamante
@nicbstme
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CEO @Fintoolx (AI Equity Research Copilot) | prev. founder @Doctrine (acquired). Value investing & BJJ 🇺🇸
San Francisco
Joined January 2022
@emollick First, it solves our hardest tests. Next, it will solve our hardest unsolved problems.
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AI is accelerating product bloat. Teams can ship features 10x faster, so they do - without asking if they should. Result: Frankenstein products with features bolted on, no coherent design, high cognitive load. AI gives you 80%. Your job is the remaining 20%: solve real user
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@nicbstme is probably the best writer on where LLMs are going right now The trend in brief is increasing context windows and more capable models. Pipelines built to feed the model the right information (RAG etc) are being replaced by direct API calls with open tools. How do
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How Cursor's codebase indexing works: "At our server, we chunk and embed the files, and store the embeddings in Turbopuffer. To allow filtering vector search results by file path, we store with every vector an obfuscated relative file path, as well as the line range the chunk
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Looking at a Honduras drug dealer counting their cash in front of my San Francisco office in the Mission made me realize those guys make more ARR than most of the startups in my building
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Prediction: OpenAI Dev will be about agent SDK. They can’t afford to lose the agent war to Anthropic. Whoever controls the agent controls which model is used (aka API business $$$)
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