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Casado's robotics economics episode, founders react to "Weight-Space Programming," and Masad's agent-security advisory
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Martin Casado pointed people to his a16z conversation on what makes robotics pay off. Garry Tan, Tobi Lütke and Casado shared a post on frontier models editing weights directly. Amjad Masad promoted Replit's case for running AI agents in managed cloud environments.

Casado: a16z's conversation with Tutor Intelligence

Martin Casado promised "you'll learn something from this." He called it "one of the more in depth discussions I've ever had on end to end economics of robotics," including why robotics companies tend to verticalize and how hard the long tail is . In the a16z episode, Casado and Raghu Raghuram talk with Tutor co-founder and CEO Josh Gruenstein. Topics include going from a first sales call to a working robot in about three months, and why so many robot startups died building for a single customer . Tutor charges by the hour with no upfront cost. When the AI gets stuck, a human "tutor" takes over, which creates training data . YouTube

Tan, Lütke, Casado: "Weight-Space Programming"

Three investors and founders shared Rikiya Takehi's post. In it, GPT-6 Astra edited Qwen3.5-0.8B's weights directly. It changed 0.016% of them and, according to the post, improved math up to 6x and instruction following 3x, with no gradients or training . Takehi calls this "Weight-Space Programming" (blog) .

  • Garry Tan called it an "Interesting new use of smaller models" .
  • Tobi Lütke: "this is exactly as crazy as it seems" .
  • Casado shared Alex Krentsel's reproduction of the results. Krentsel calls it a step-change capability that has appeared only in the latest models . Casado asked whether it "must be an artifact of efforts to do RSI within the labs" .

Masad: Replit's security advisory on AI agents

Amjad Masad promoted @lhchavez's "Security advisory: Make managed cloud environments the default for AI agents." His framing: agents running on employee machines are becoming "a systemic security risk." He noted that Goldman Sachs has reportedly restricted tools like Claude Code . The advisory points to supply-chain attacks and prompt injection hidden in GitHub issues or emails. It argues that agents' broad privileges make them attractive targets . Replit's recommendation is to run agents by default in managed, isolated cloud environments. Credentials, permissions, network access and production changes would stay outside the agent's reach .

Modal's CEO: Seven Powers and Ben Thompson's "gingerbread man" post

On 20VC, Modal co-founder and CEO Eric called Hamilton Helmer's Seven Powers "a good book" for thinking about moats. He warned that founders read it and "get delusional," when "you never have moats in the early days" . The post he says he "always come[s] back to" is a Ben Thompson piece on Snap's "gingerbread man" strategy. Snap had no moat, so it just ran faster, and he thinks that holds "for almost every startup these days" . Episode

Shaan Puri: Die with Zero

Shaan Puri posted notes from time with Bill Perkins, author of Die with Zero. He admits he missed the book's main point the first time: it is about dying with zero regrets, not zero dollars . He calls it a "Top 5 book title," arguing that the same ideas sold as "live life to the fullest" would be forgettable . Full episode

Alexandr Wang: Wildwood

Alexandr Wang called Wildwood "a true marvel of human artistry, craftsmanship, and storytelling." He said he liked it even more than You Can See Everything . He noticed that it, like Hoppers, treats death as natural and inevitable . He also pointed to a Buddhist/Taoist theme of non-intervention: trying to impose our own ideas of goodness on the world can do harm . "Huge fan, go see it!" Post

Shorter picks

  • Sarah Guo shared Colossus's Michael Kratsios profile, calling it a look at "important behind the scenes work" by "a civil servant who understands technology" . Harry Lambert wrote the piece . Patrick O'Shaughnessy had already shared it.
  • Tobi Lütke shared MLStreetTalk's clip "What if there is no hard problem?" with Joscha Bach (@Plinz) . He called interviews with Joscha "the most fascinating podcasts" and Bach "one of the few modern real philosophers" .
  • Vinod Khosla shared "Going founder mode on cancer," about GitLab co-founder Sid Sijbrandij (@sytses). He calls it "An extraordinary story of agency" .
  • Michael Seibel said he wanted to clip a podcast where Sequoia's Doug Leone called finding product-market fit "a dark art" that investors can't help with, and put it in YC's Bookface and user manual. His point: product-market fit is "your responsibility" .
Casado's robotics economics episode, founders react to "Weight-Space Programming," and Masad's agent-security advisory
Vinod Khosla
  • Vinod Khosla shared a Khosla Ventures post/video featuring Affirm founder and CEO Max Levchin, who explains why he made AI adoption non-negotiable at Affirm; Khosla frames AI-native work as changing how people work and what one person can accomplish. Link
  • Khosla shared a post/video featuring Opendoor CEO @nejatian on leading by example: the CEO should be the company’s most AI-native person, because culture follows leaders’ actions. Link
  • Khosla shared a post/video featuring Eight Sleep co-founder and CEO @m_franceschetti on AI multiplying people: employees can become “micro-CEOs,” managing teams of agents and owning more output. Link
  • Khosla shared a post/video featuring Vercel founder and CEO @rauchg on software discovery shifting from people searching to agents deciding, making developer experience into agent experience. Link
  • Khosla shared a post/video featuring ClickHouse CEO Aaron Katz on rebuilding ClickHouse for an agent-first world: agents, rather than people, may choose the next database, changing product design, onboarding and distribution. Link
AI-native isn’t an old company with agents bolted on. It changes how work gets done, how leaders lead and what one person can accomplish.… The CEO must be the most AI-native person in the company. Culture follows what leaders do, not what they say in memos. [@nejatian](https:… AI should multiply people, not simply eliminate them. [@m_franceschetti](https://x.com/m_franceschetti), co-founder & CEO of [@eights… Software discovery is moving from humans searching to agents deciding. Developer experience is becoming agent experience. [@rauchg](https… A human may not select the next database. An agent will. That changes product design, onboarding and distribution. Aaron Katz [@ceo_click…
Jason ✨👾SaaStr.Ai✨ Lemkin

Jason Lemkin linked to a SaaStr video post featuring his comments on API costs . His accompanying takeaway was that charging agents for every API call could reduce usage and lead agents to route around the provider, so providers should consider that before charging for agent access .

If you charge agents for every API call, they won't use you as often And they may well route around you Make sure you are OK with that be… API calls used to be like free water. "We've been using it like free water," says Jason Lemkin. "We got one estimate it might be as much …
Michael Seibel
Profile

Michael Seibel recommended preserving a clip from a podcast featuring Doug Leone of Sequoia, who said finding product-market fit is a “dark art” investors cannot solve; Seibel wanted to put the clip in Bookface and the user manual because it candidly sets founders’ expectations and challenges investors who claim they can deliver product-market fit.

What Should You Expect From Investors?
sarah guo

Sarah Guo praised Humans& for “continuing to share their cool ideas” and linked its post on weight teleportation. The post presents faster trainer-to-sampler weight updates and says the technique is open-sourced.

cracked humans& team continuing to share their cool ideas [https://x.com/humansand/status/2117319944958603695](https://x.com/humansan… Large-scale RL has a problem: weight updates from trainers to samplers are slow and expensive We’re sharing weight teleportation: faster …
sarah guo

Sarah Guo recommended Colossus’s profile of Michael Kratsios, describing it as covering important behind-the-scenes work by a civil servant who understands technology . The feature is by Harry Lambert and examines how the fight over AI regulation and U.S. science reform runs through Kratsios’s office (article ).

profile of the important behind the scenes work being done by [@mkratsios47](https://x.com/mkratsios47), a civil servant who understands … A few weeks ago, the Secret Service locked Jensen Huang, Elon Musk, Sergey Brin, Satya Nadella, Lisa Su, and Michael Dell in a room in Wa…
tobi lutke

Tobi praised interviews with Joscha as producing “the most fascinating podcasts” and called him “one of the few modern real philosophers.” He linked an MLStreetTalk video post titled “What if there is no hard problem?” that tags @Plinz.

Interviewing Joscha always leads to the most fascinating podcasts. One of the few modern real philosophers. [https://x.com/mlstreettalk/s… What if there is no hard problem? [@Plinz](https://x.com/Plinz) [![Video](https://pbs.twimg.com/ext_tw_video_thumb/2117119762430054400/pu…
Vinod Khosla

Vinod Khosla endorses Khosla Ventures’ “Going founder mode on cancer”, highlighting GitLab co-founder and executive chair @sytses’s approach to cancer—questioning assumptions, running experiments, and continuing to search—as an “extraordinary story of agency.”

Experts said it was too hard. Standard care ran out of answers. [@sytses](https://x.com/sytses), co-founder & executive chair of [@gi…
20VC with Harry Stebbings
  • Modal co-founder and CEO Eric recommends Seven Powers as a good book for thinking about moats, while cautioning that founders can overstate their startups’ moats, especially early on.
  • Eric says he keeps returning to Ben Thompson’s blog post about Snap’s “gingerbread man” strategy: Snap lacked a moat and instead moved faster, a lesson Eric says applies to nearly every startup today.
Modal CEO: Has Open-Source LLM Inference Peaked? | What Happens to the Cost of Compute
Tim Ferriss

Tim Ferriss shared “How to Build a Strong Neck”, a video attributed to Dr. Andrew Huberman (@hubermanlab).

How to Build a Strong Neck — Dr. Andrew Huberman (@hubermanlab) [![Video](https://pbs.twimg.com/amplify_video_thumb/2117255948519485440/i…
tobi lutke

@tobi endorsed @rikiyatakehi’s post about “Weight-Space Programming,” replying, “Yea. this is exactly as crazy as it seems,” and linking the post . The post links to a blog describing frontier LLMs directly editing neural-network weights : https://rikiyat.github.io/blog/weight-space-programming/.

Yea. this is exactly as crazy as it seems. [https://x.com/rikiyatakehi/status/2117313742891327994](https://x.com/rikiyatakehi/status/2117… We asked GPT-6 Astra to edit Qwen3.5-0.8B weights to improve math. It directly changed only 0.016% of weights, fixing 0.8B's reasoning lo…
scott belsky

Scott Belsky called Howard’s post—“I select people for their strengths, not their lack of weaknesses”—an “important insight,” adding that everyone is a package deal and most outlier strengths have a corresponding weakness. Howard’s post.

i select people for their strengths, not their lack of weaknesses important insight; everyone is a package deal - and most outlier strengths have a corresponding weakness… [https://x.com/howard/status/21…
Amjad Masad

Amjad Masad shared @lhchavez’s Security advisory: Make managed cloud environments the default for AI agents, presenting it as outlining agent risks and a path forward. The advisory recommends making approved, managed cloud-agent environments the standard for autonomous development, citing the excessive access agents can inherit on employee workstations; it calls for verified isolation, task-scoped permissions, and independent containment. It cautions that cloud execution needs verified security controls and that the reviewed sources do not establish comparative breach rates for local versus cloud agents.

AI agents running on employee endpoints are becoming a systemic security risk for enterprises & governments. Some are responding by restr… [https://x.com/i/article/2117493533749944320](https://x.com/i/article/2117493533749944320) Security advisory: Make managed cloud environments the default for AI agents
Chamath Palihapitiya

Chamath Palihapitiya shared @PhilosophyOfPhy’s video/post about the Sun carrying Earth and the planets around the Milky Way, tracing corkscrew paths through space; he reacted, “We are part of something so awe inspiring.”

We are part of something so awe inspiring. [https://x.com/philosophyofphy/status/2117158973141033265](https://x.com/philosophyofphy/statu… We were taught that Earth orbits the Sun in a closed circle. In reality, Earth has never returned to the same point in space once in 4.5 …
Elon Musk

Elon Musk shared @mattyp’s “What’s New in Grok Bot” video, captioning it “Grok improvements.” The demo’s listed topics include shopping cards and product pages, order tracking, payments, custom modes, Team Bot setup and discovery, Slack connector asks, and Vault contacts.

Grok [@Bot](https://x.com/Bot) improvements [https://x.com/mattyp/status/2117302664799396177](https://x.com/mattyp/status/211730266479939… What's New in Grok Bot 00:14 Shopping cards 00:27 Product pages 00:39 Order tracking 00:53 Payments 01:33 Custom modes 01:52 Team Bot log…
Elon Musk

Elon Musk endorsed Jason Bud’s X post, which advises treating Grok Bot like a teammate and giving it an ambitious task normally assigned to a new hire; the post links to Scott Billows’s original post. Musk’s stated reaction was “This is the way.”

This is the way [https://x.com/jasonbud/status/2117285679961096683](https://x.com/jasonbud/status/2117285679961096683) Treat Grok Bot like a teammate and give [@bot](https://x.com/bot) an ambitious task you’d normally give to a new hire. [https://x.com/sco…
Jason ✨👾SaaStr.Ai✨ Lemkin

Jason Lemkin points readers to a SaaStr deep dive and conversation with Databricks’ CRO and Sam Blond; the post calls the CRO Rob Gabrisko, while the URL slug names him Ron Gabrisko. The shared takeaway is to stop selling slides and instead show customers a solution already built for them—or one that can be built quickly—using an FDE motion.

[@databricks](https://x.com/databricks) [@samdblond](https://x.com/samdblond) Full deep dive and convo here: [https://www.saastr.com/data… "Stop selling slides. The messaging is all identical, anyway. Show them the solution you've built for them, or can build for them as fast…
Garry Tan

Garry Tan shared @rikiyatakehi’s post on direct manipulation of smaller-model weights, calling it an “interesting new use.” The post calls the approach “Weight-Space Programming” and links to its blog; it reports that GPT-6 Astra changed 0.016% of Qwen3.5-0.8B’s weights, improving math up to 6× and instruction following 3× without gradients or training.

Interesting new use of smaller models: direct manipulation of weights [https://x.com/rikiyatakehi/status/2117313742891327994](https://x.c… We asked GPT-6 Astra to edit Qwen3.5-0.8B weights to improve math. It directly changed only 0.016% of weights, fixing 0.8B's reasoning lo…
Amjad Masad

Amjad Masad shared @lhchavez’s “Security advisory: Make managed cloud environments the default for AI agents” and stated that agents should run in dedicated, organization-controlled environments with access limited to each task’s needs. The advisory’s case for managed cloud environments is that organizations can isolate agent execution and control credentials, permissions, network access, and production changes.

AI agents should operate in dedicated, organization-controlled environments with limited access to the resources each task requires. [htt… Security advisory: Make managed cloud environments the default for AI agents
Jason ✨👾SaaStr.Ai✨ Lemkin

@jasonlk shared his new SaaStr article, “Why You Don't Want Humans Doing Outbound Anymore”, arguing that humans stop reading the outbound messages they send at volume, while agents read every account each time. He illustrates the point with a rep pitching him using a 2024 sequence that had not been revisited.

New!! Why You Don't Want Humans Doing Outbound Anymore A rep pitched me with a 2024 sequence nobody had read since. At volume, humans sto…
Shaan Puri

Shaan Puri praises Bill Perkins’s book Die with Zero, calling its title one of his “Top 5” and explaining the book’s point as dying with zero regrets, not zero dollars. He also shares the full YouTube episode from his conversation with Perkins: watch the episode.

my notes from hanging out with Mr. Die With Zero (@billperkins) background: \* made $100M+ as a commodities trader + his own fund \* wrot…