We can't find the internet
Attempting to reconnect
Something went wrong!
Hang in there while we get back on track
Scott Belsky: "Nobody Wants Dial-Up AI," by Artur Meyster
Belsky shared Meyster's X article on Cerebras ($CBRS) under the line "speed is the new moat." His takeaway: we won't want to wait for agents to finish very complex tasks "if there's a faster way to get it done."
Meyster's main evidence is a test Cerebras ran last month: booking a dinner reservation through an AI assistant. Grokbot took 7m40s, Claude Cowork 6m25s, Meta's Muse 4m36s, and an assistant running on Cerebras 22 seconds. He argues that now that every assistant is smart, the question is "how fast does it get things done?" He compares this to dial-up giving way to broadband. Keep in mind that the author has held Cerebras since 2024 and bought more after the stock fell about 40% below its IPO price.
Vinod Khosla: Anthropic and Theorem Labs on formal verification
Khosla said he is "a total fan" of Theorem Labs' work adding formal verification to probabilistic LLMs, calling it an "Important concept broadly." He shared Anthropic's Frontier Red Team post on the work. Anthropic says formal verification used to be practical only for small codebases or took a lot of expert time. With Theorem Labs, it used Claude to prove security properties in more than 100 real-world open-source libraries over a few weeks. (Full research)
Fred Wilson: two listens on autonomy and agency
Wilson recommended two videos for people with a lot of commuting, driving or working out ahead, saying both "speak to autonomy and agency in the AI era."
- A conversation between the founders of Cloudflare and Nous/Hermes about the emerging open agentic stack and why it matters.
- A video on how a teenage spent deep in the Napster/BitTorrent era led to founding startups and investment firms focused on autonomy and agency.
Tobi Lütke: dquickts
Tobi called stencil-hq/dquickts an "Excellent code mode env." He shared it by quoting an earlier post of his. There he argued that the MCP-vs-CLI debate is at the wrong layer: both work well when LLMs run inside a REPL-like environment that keeps state, and code-mode REPLs (usually QuickJS) are among the best options.
Shorter mentions
- Tony Fadell marked the iPod's 25th anniversary by sharing Steven Levy's WIRED piece, "I'm Still Convinced the iPod Was the Perfect Gadget". He noted that Levy "was there from the start."
- Ryan Hoover told founders to "embrace the cringe," linking Sandy B. Kwon's essay "Is It Cringe or Am I Just Uncomfortable?".
- Tim Sweeney said a post by @JNavok is "exactly what's happening." The post argues that Valve's labels on AI-assisted games draw hostile attention that hurts indie developers' finances.
- Brad Gerstner called a John Mackey clip shared by David Senra "Beautiful & true." In the clip, Mackey argues that capitalism creates "win win win" outcomes and that all philanthropy and taxes ultimately come from business.
- Brian Armstrong linked Coinbase's new research with The Block on the "always-on economy." He shared it alongside his argument that stablecoins suit agent payments because agents need instant, global settlement, including for small amounts. Coinbase produced the research, so this is a self-promotion.
- Shaan Puri called Nathan For You season 1, episode 4 "a work of art." He found it after the Elizabeth Holmes movie sent him down a Nathan Fielder rabbit hole.
Sarah Guo shared a YouTube video in a reply to Jachiam’s post speculating that Greg Brockman was doing uncredited work behind the scenes to fix the internet and contribute to AI safety and resilience; her reply gives no title, creator, or reason for sharing it.
Jensen Huang pointed audiences to an unnamed website write-up about NVIDIA and Anthropic partnering to create Claude Open Shell agents, calling it “a really great write-up”; the transcript does not identify its creator or provide a URL .
Fred Wilson shared two things to watch or listen to for people commuting, driving, or working out, saying they speak to autonomy and agency in the AI era.
Chamath Palihapitiya enthusiastically endorsed the linked All-In episode as “#1 Pod!!!!”; he gave no specific reason for the recommendation. The episode listing includes Ken Griffin’s AI-bubble warning, an AI-cyber discussion with Palo Alto Networks CEO Nikesh Arora, and France’s political and economic situation.
Tobi called Foda’s post about the KidSuper x DC Super-Villains launch “Incredible work” and linked to it . Foda presents the Vercel–Shopify partnership as bringing “whimsy” back to the web and links the launch site, https://DCSV.KIDSUPER.COM .
Vinod Khosla endorsed @shivanipod’s post about Fo, saying an AI assistant should “get things done,” including hiring humans when needed, and that @shivanipod “gets it.” The post describes Fo as an executive assistant that hires humans to complete tasks and links to a Forbes video, “Why this AI system uses human experts to finish complex tasks”.
Vinod Khosla praised Theorem Labs’ work adding formal verification to probabilistic LLMs, calling it an “important concept broadly,” while sharing Anthropic’s Frontier Red Team research announcement on the work . Anthropic says it collaborated with Theorem Labs to use Claude to prove security properties in more than 100 real-world open-source libraries; the full research is available here .
Scott Belsky endorsed @ArturMeyster’s article “Nobody Wants Dial-Up AI: Why I'm Bullish on Cerebras ($CBRS),” calling its “speed is the new moat” argument compelling: people won’t want to wait for agents to complete complex tasks if they can be done faster.
Elon Musk wrote “Forward this to your friends” in a reply in the thread . The main post calls James Talarico “hates Texas” and links to @KanekoaTheGreat’s post . The linked post lists Talarico’s reported votes against several Texas border-security measures from 2021 to 2025 .
Jason Lemkin shared the video “New The Agents!!” (YouTube) . In the accompanying post, he recommends asking Muse to implement sales or marketing ideas that have not been acted on, saying it may work out how and run 24/7 using its own LLMs, browser, and computer .
Jack shared Blocks’ video of Cara playing a guessing game with Dessa and called it “magically intelligent”; the post says the model guessed the first answer right away and the second soon after. Dessa demo
Brian Armstrong pointed readers to Coinbase’s new research with The Block, saying it “goes deeper on this new always-on economy” . The recommendation accompanied his argument that stablecoins suit agentic finance because agents need instant, global, real-time settlement .
Tobi recommended stencil-hq/dquickts as an “Excellent code mode env.” In the discussion linked with the recommendation, he argued that LLM tools work well in persistent-state REPL environments and listed code-mode REPLs, usually QuickJS, among the best options.
Jason Lemkin recommends the free SaaStr AI agent playbook, which its authors say explains which agents they use, in what order, and where they break; the post frames it around a setup of 3 humans, 20+ AI agents, and about $20M in revenue.
@jasonlk promoted a new SaaStr article, “The New ‘Ask Your Developer’ Is Ask Your Agent” (article). Its takeaway is that software buyers are becoming agents rather than humans; as an example, he says an agent chose Render, bought Resend, and churned vendors within 12 hours.
Elon Musk affirmed an @XFreeze post with “Yeah,” endorsing its video excerpt of his warning that environmentalism taken too far can cast humanity as a plague; the excerpt also cites a New York Times front-page comment that Earth would be better with no people. The linked post
Elon Musk shared “Odyssey with Grok Imagine”, a post presenting Episode 1 of an Odyssey series made with Grok Imagine . The @imagine post credits a creative collaboration with @WonderStudiosX and director Dev Walker; Musk gave no explicit reason or takeaway .
Elon Musk amplified Kevin Bass’s video compilation of 34 clips of Talarico with the caption “In his own words.” Bass presents the clips as showing Talarico’s extreme views and what Bass calls lies told to hide them from voters.
Elon Musk praised @tetsuoai’s video post, captioned “Super intelligent Beauty,” calling it “Beautiful” (post).
Shaan Puri endorsed Alexei’s advice to radiate positive energy by tipping generously, complimenting strangers, and sharing knowledge without expecting anything in return; Puri called it “so simple, so effective, yet… so rare,” and asked why. Original post
