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Aaron Levie backs "The Rise of the Automation Engineer"; Patrick O'Shaughnessy recommends Colossus's Nubank profile
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This period's recommendations from founders and investors: Levie on a new AI-era job, O'Shaughnessy on a David Vélez profile, plus picks from Matt Mullenweg, Garry Tan, Scott Belsky, Ben Horowitz and Guillermo Rauch.

Top pick: "The Rise of the Automation Engineer" by Jake Serval, recommended by Aaron Levie

What it argues: In the essay, Serval says building automation is now easy. What's still hard is knowing what to automate and embedding it in a company with "real people, real politics, and real processes." That gap calls for a new role: someone who sits with a team and builds what it needs . His main example is SeatGeek. He says 40% of its IT requests were resolved automatically within three weeks. The staff who used to handle those tickets were moved into Customer Support, Tech Compliance and Legal to build automations there . One caveat: Serval is recruiting for these roles himself, and the essay ends with "my inbox is open" .

Levie's reason: He says most enterprises he talks to are putting internal FDEs (forward-deployed engineers) into their departments. The job takes technical skill, AI knowledge and an understanding of workflows, and "there's no shortcut" to that combination. He sees it as a new function that will create "a ton of new roles." His advice: "If you have software skills and are diving into AI, this is an area to go deep on" .

Patrick O'Shaughnessy: Colossus's profile of David Vélez

O'Shaughnessy called Vélez "one of the best CEOs out there today" and the piece "a great profile about him and the Nubank story" . Gabi Imarques (@gabi_imarques) wrote the profile. She spent time with Vélez in São Paulo and in Miami, where Nubank is starting its push into the US. The piece covers his childhood in Medellín during the war with Pablo Escobar .

Other picks

  • "Om Malik, last humanist" by Alexia (@alexia), recommended by Matt Mullenweg. He called it an "Amazing post" honoring Om Malik. He said he hopes it inspires more people to write and that it inspired him, though he's "working through some work stuff first" .
  • Financial Audit Bench from the ModusAudit Labs team, recommended by Garry Tan. The release calls it a paper by the Modus team . Tan's takeaway: it's an open-source test of whether AI can do "actual junior-auditor work, not just answer accounting questions." He added that "every job in the world will end up having eval benchmarks like this" .
  • A breakdown of Brandon Flowers's "An American Dream" by @SportsGuyRyan, recommended by Scott Belsky. Belsky said he loved the breakdown and called the song Flowers's "new masterpiece," without giving more of a reason . The author reads the song as an allegory for "life as a modern Christian" in a world chasing other things .
  • "Ether" by Nas, named by Ben Horowitz. On his VxV episode, Horowitz was asked what lyric he thinks of when he has to keep going at his lowest. He picked "Ether," because Nas released it "at his lowest," after Jay-Z's "Takeover." What he takes from it: "When you think I'm dead, I'm going to come out with ether" .
  • Alone, recommended by Guillermo Rauch. At the end of the RE:moat podcast, Rauch said he's "a huge fan" of the survival TV show. He called one recent winner from Slovenia "so cracked" .
  • Fei-Fei Li's book, praised on 20VC x SaaStr. While discussing AMD's $8.2B purchase of World Labs, one panelist said: "I love her book if you read it. Very moving book about being an immigrant to the US" . The transcript names neither the speaker nor the book.
Aaron Levie backs "The Rise of the Automation Engineer"; Patrick O'Shaughnessy recommends Colossus's Nubank profile
Ben Horowitz
Profile
  • Ben Horowitz names Nas’s “Ether” as the track that comes to mind when he needs to keep going, connecting its “left me for dead” comeback framing to emerging when others think you are finished.
  • Horowitz recalls sending recordings of DJ Red Alert and Chuck Shell to a friend who had been blinded in a gun accident, believing hip-hop’s self-affirming attitude could give him a needed lift; he later learned the friend was talking again and focused on hip-hop.
Ben Horowitz on Picking Winners: "Something Horribly Wrong With Them" | VxV EP1
Brian Chesky
Profile
  • Brian Chesky recommends YouTube as a resource for learning AI and getting started with tools such as Claude Code; after describing how an employee tutored him when he felt intimidated, he suggests asking someone more knowledgeable or using YouTube, then simply starting.
  • Chesky endorses the maxim “The best way to have a good idea is to have a lot of ideas,” which he attributes tentatively to “maybe” chemist Linus Pauling; his takeaway is to generate ideas through high output and repetition.
$95B Airbnb CEO: People Who Know What to Build With AI Will Pull Ahead
20VC with Harry Stebbings

A 20VC panelist praised Fei-Fei Li’s book, calling it a moving account of being an immigrant to the U.S.; the book’s title was not stated.

AMD Buys Fei-Fei Li's World Labs for $8.2B | Meta Poaches MongoDB's CEO | Bessemer Raises $5.75B
scott belsky

Scott Belsky praised @SportsGuyRyan’s breakdown of Brandon Flowers’s “An American Dream,” calling the song Flowers’s “new masterpiece”; Belsky said he loved the breakdown but gave no more specific reason. The linked essay interprets the song as an allegory about modern Christian life, worldly success and temptation, and hope through faith; it contrasts material success with spiritual peace. Read the breakdown.

love this breakdown of brandon flowers’ new masterpiece [https://x.com/sportsguyryan/status/2105683448124113335](https://x.com/sportsguyr… Brandon Flower is new to me. But his song An American Dream will be my religious anthem for life. Here's why. [https://x.com/i/article/21… Interpreting An American Dream by Brandon Flowers
Guillermo Rauch
Profile

In his closing remarks, Guillermo Rauch said he was a “huge fan” of Alone, describing it as a survival TV show; he praised a recent winner from Slovenia as “so cracked.”

AI Era Playbook for Developers (Guillermo Rauch in Klemen Selakovič) — RE:moat podkast 42
Patrick OShaughnessy

@patrick_oshag recommended Colossus’s profile of David Vélez and Nubank, calling Vélez “one of the best CEOs out there today” and the profile “great.” The profile is by Gabi Imarques: David Vélez and Nubank.

Velez is one of the best CEOs out there today This is a great profile about him and the Nubank story [https://x.com/colossusmag/status/21… David Vélez is the founder of Nubank, a bank with 140 million customers and a market capitalization of $60 billion. When he started the b…
Brian Armstrong

Brian Armstrong praised Atelier Missor’s X post as an inspiring example of “unique company culture” . The post announces completion of a Prometheus statue and says the group plans to begin building a new city in a few months .

What a unique company culture - inspiring [https://x.com/ateliermissor_/status/2105817441792049314](https://x.com/ateliermissor_/status/2… The statue of Prometheus is finally finished. It was cast in Paris, crossed the Atlantic, and was assembled at Starbase. It took us 100 d…
Jason ✨👾SaaStr.Ai✨ Lemkin

Jason Lemkin promoted the return of a linked YouTube video with “We’re back!!” and pointed readers to Harry Stebbings’ post: YouTube video and Harry’s post. In the linked post, Harry Stebbings describes a weekly podcast covering major tech news with analysis while leaving politics and ego aside, and calls it the only show listeners need each week.

We're back!! [https://youtu.be/UNH5YtuK5UE?si=OTQXD0nTJk7lbTd2](https://youtu.be/UNH5YtuK5UE?si=OTQXD0nTJk7lbTd2) [https://x.com/HarrySte… The best products are created by people solving a problem for themselves. I wanted a podcast that discussed the biggest news in tech, eve…
Jason ✨👾SaaStr.Ai✨ Lemkin

Jason Lemkin endorsed a linked MTS Live video featuring MongoDB interim CEO @dittycheria discussing hiring, replying “+99.” He says he loves hiring sales reps from the #3 competitor who exceeded quota because they had to work much harder than reps at #1 and #2. MTS Live post.

+99 [@dittycheria](https://x.com/dittycheria) Love hiring reps from [#3](https://x.com/hashtag/3) in the space that truly exceeded quota … MongoDB interim CEO [@dittycheria](https://x.com/dittycheria) reveals a counterintuitive hiring rule: the best salesperson may come from …
Garry Tan

Garry Tan endorsed Modus’s open-source Financial Audit Bench, which tests whether AI can perform actual junior-auditor work rather than merely answer accounting questions; the release is identified as a paper written by the ModusAudit Labs team. He said every job will eventually have evaluation benchmarks like it and linked to the release announcement.

Modus built an open-source test of whether AI can do actual junior-auditor work, not just answer accounting questions. Every job in the w… Excited to announce the release of Financial Audit Bench - a seminal paper written by the [@ModusAudit](https://x.com/ModusAudit) Labs te…
Jason ✨👾SaaStr.Ai✨ Lemkin

Jason Lemkin recommended a YouTube episode of 20VC x SaaStr, featuring Benchmark’s @jaltma alongside Harry Stebbings, @rodriscoll, and Lemkin, discussing a turbulent week in venture; the listed takeaways cover investment pace and round sizes, acquisitions, inference and open-weight models, AI task costs, and talent movement. He directed readers to the episode here: YouTube.

This week on 20VC x SaaStr: Benchmark's [@jaltma](https://x.com/jaltma) joined [@HarryStebbings](https://x.com/HarryStebbings), [@rodrisc…
Guillermo Rauch

Guillermo Rauch praised the e2e agentic-testing framework introduced by @o_kwasniewski, saying its mix of deterministic and agentic tests “looks great”; he called verification engineering—proofs, end-to-end tests, benchmarks and linters—the future. The linked e2e project is described as fully open source and supporting web and mobile apps.

The future is verification-engineering. Proofs, (e2e) tests, benchmarks, linters… Some tests will be deterministic, some agentic. This lo… Introducing e2e The agentic testing framework for any app \~/ npx e2e init → Fully Open Source → Mix deterministic and agentic APIs → Sup…
Jason ✨👾SaaStr.Ai✨ Lemkin

Jason Lemkin promoted a new 20VC x SaaStr item, “Anthropic’s S-1 Leaks...,” linking to the piece. He highlighted $4.6B in revenue, $8B in losses, and $518B in compute deals, then called it a “Wild week” and noted Instinct hit $10B in 33 days.

New!! 20VC x SaaStr: Anthropic's S-1 Leaks... $4.6B revenue, $8B loss, $518B in compute deals. Instinct hit $10B in 33 days. Wild week. […
Aaron Levie

Aaron Levie shared Jake Serval’s “The Rise of the Automation Engineer” and endorsed its Automation Engineer thesis, advising software-skilled people entering AI to go deep in the area. He highlights that the work combines technical and AI expertise with understanding enterprise workflows, with no shortcut to that combination.

A big trend with most enterprises that I talk to is deploying internal FDEs into departments in their organization to help bridge the cap… The Rise of the Automation Engineer
Matt Mullenweg

Matt Mullenweg praised Alexia’s post honoring Om Malik, “Om Malik, last humanist” (post), calling it “Amazing.” He hoped it would inspire more people to write and said it inspired him too, though work was keeping him from writing at the time.

Amazing post by [@alexia](https://x.com/alexia) honoring [@Om](https://x.com/Om). I hope more people are inspired to write! I am, just wo… Om Malik, last humanist [https://logranmar.substack.com/p/om-malik-last-humanist](https://logranmar.substack.com/p/om-malik-last-humanist)