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Everyone wants to build the one person billion dollar company. But how many people you need used to be a decision you made last, not first.
Startup launch videos have become sanitized slop. A VC on why polish stopped working, what the box office proves, and what actually earns attention.
Anthropic shipped Claude Fable 5 yesterday, the first Mythos-class model the public can use.
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It has been an insanely busy 2 weeks - and in the time it took me to have time to write this, Instinct went from raising a $250M Series B at a $2.5B valuation to reportedly raising $1B at $10B.
It’s very tempting to imagine that AI turns everyone into a tool-builder - now everyone can just ask the model to make the software they need, and apps as we know them are dead. I think that misunderstands how most people think and where software actually comes from, and more importantly, it isn’t a path to change how companies actually work.
