Zach Tratar
@zachtratar
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Founder @ Embra. Former: Stripe, Jobstart (co-founder, acquired) & UIUC ECE. Entrepreneur & investor. Centrist. No one's 100% wrong.
SF ☀️
Joined April 2009
Excited to share some progress we’ve made!. There are too many narrow, less capable tools out there. We don’t believe you need another AI assistant. That’s why we’re building an AI operating system. Meet the new Embra:. 1/5
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RT @kentcdodds: Building your own one-off app is faster than finding one that does what you need without requiring a sign up or whatever ht….
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Google is at 22 PE ratio. If we are in an AI bubble, there’s no way they are included.
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Using an agent to build an agent builder that builds agents. Eventually someone is going to make the equivalent of a "Turing complete" AI builder and it's going to be quite interesting.
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To paraphrase: "The future is AI slop. Unfortunately.".
GenAI isn't just a technology; it's an informational pollutant—a pervasive cognitive smog that touches and corrupts every aspect of the Internet. It's not just a productivity tool; it's a kind of digital acid rain, silently eroding the value of all information. Every image is no.
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Golden Gate Park > Central Park. And really, it ain’t even close.
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We need to ban right-to-left charts.
📊 @Circle published its first quarterly results after the IPO, and costs are outpacing income. ▶️ Reserve income +50% YoY.▶️ Distribution costs +64% YoY. 64¢ of every $1 in reserve income goes to companies like @Coinbase as incentive to distribute USDC, up from 59¢ last year.
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Google search is the best AI search out there. The ability to drill-down to nearly instant, nearly perfect answers is insane. No idea why when I ask my Google Nest Assistant question it doesn't know anything. @googlenesthelp plz ship. It's so close.
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What are some good contrarian bets in public stocks at the moment?.
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In the API, GPT-5 models keep saying they are GPT-4 and it's confusing the heck out of us. GPT-5 claims it's GPT-4 class. GPT-5-mini claims it's a derivative of GPT-4o. GPT-5-nano simply claims it is a GPT. This is over 50+ tests.
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The future of vibe-coding is converging with app scalability, app maintenance, etc. All on a collision course. Deeply integrated features and infra are the future. This is, to my knowledge, something only Bolt and Replit can do.
Cats out of the bag, our #1 requested feature:. ⚡️ Unlimited Supabase databases, natively in Bolt. Every project gets a built in DB by default- no auth, no signups, *no extra cost*. It just works!. Full drop next week, reply "GIMME DB" to join the private beta 👇
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Gaming is going to be absolutely incredible. This is just nutes.
Introducing Genie 3, the most advanced world simulator ever created, enabled by numerous research breakthroughs. 🤯. Featuring high fidelity visuals, 20-24 fps, prompting on the go, world memory, and more.
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Update: They have resolved now! Was relatively smooth with their support team. Thank you @render.
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Hey @render - need immediate response in your support chat. It seems ya'll are forcing all node instances at the moment to deploy with Bun even though we do not have Bun configured or used right now. Causing failing deploys for new code.
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Over the next 3 years:.- More data becomes centralized in data lakes / warehouses.- AI goes from kinda smart to hyper-intelligence at low cost.- Long tasks can be done with NO interface (which is a huge bonus over clunky SaaS apps).- Pay 1 vendor instead of 100 -> drives churn.
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Software at the world. Now AI is eating software. Let's be clear about what this means: it's the death of software as we know it. Mass centralization. Most narrow biz will die unless the value they provide cannot be done by a general AI that knows everything about your work.
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I'm starting to think differently about "bubbles" as people question AI data center spending. Society is just flooding the newest advancement with resources like crazy. In a way, this is totally optimal. Bubbles are a feature of capitalism, not a weakness.
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