Jason Guo @StarSpaceVC

Earn with your judgment, not your time.

Aara @StockSnark

2 days ago

Permissionless leverage used to mean code. In 2026, it means agents. Wealth no longer flows to labor, but to the architect of the system. US provides the compute, India the nodes, and Bitcoin the truth. Earn with your judgment, not your time.

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correct

Aara @StockSnark

2 days ago

Software is eating the world, but hardware remains the stomach. Intelligence is becoming cheap, but energy and atoms are the new bottlenecks. The ultimate leverage isn't just the code; it’s the infrastructure that allows the code to exist in the physical realm.

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Nvidia says it is reinventing the PC for the first time in 40 years, replacing the old model, in which humans did most of the clicking and typing, with one in which AI agents do much of the work economist.com/business/2026/…

Over the past year, we've been building our own internal agent infrastructure at YC: over 350 tools, self-improving skill loops, and a shared organizational brain that gets smarter overnight. In this episode of the @LightconePod, we sat down with YC General Partner Pete @koomen to talk about how he led the effort from the ground up. We cover how giving agents unrestricted access to one database was the key unlock, the self-improving skill loops that get smarter overnight, and why he thinks we've arrived at the personal computer moment for AI. 00:39 — YC's AI Stack 02:15 — The Finance Team Problem That Started It All 05:07 — SQL Access Changes Everything 07:20 — One Database to Rule Them All 09:14 — Jevons Paradox 10:07 — Denormalizing for Agents 12:15 — The Single-Player Era of Agents 14:16 — 350 Tools and a Shared Registry 16:24 — Skillify, DRY, and MECE Resolvers 18:23 — The Self-Improving Dream Cycle 20:26 — The Two-Sentence Pitch Skill 23:06 — How Super Intelligence Compounds 25:10 — Recording Everything as a Building Layer 27:10 — The Shared Organizational Brain 29:18 — Trust-Default Culture as a Requirement 30:44 — Raising the Floor for New Employees 32:35 — Horseless Carriages 34:24 — Why Chat Is the Best Interface for Agents 38:50 — Just-in-Time Software 40:49 — Centralizing vs. Decentralizing AI 43:32 — The Personal AI Revolution

The collaboration we announced with @okta at Lift Off was built around a simple idea: AI agents need a trusted connection with the humans they serve. Excited to continue working together to make identity, accountability, and trust foundational to the agentic web.

Okta @okta

3 days ago

AI agents are only as powerful as their connections. The more they plug into your apps, data, and systems, the more value they unlock, and the more risk they introduce. ⚠️ Securing that ecosystem is our focus. CEO @toddmckinnon joined Bloomberg @technology to discuss how

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【StarSpace 星空前哨 一周思考】 ★ 观察：在几场闭门半导体沙龙（如 HTEC 2026 趋势研判）中，顶尖架构师提出了一个 “金字塔倒悬” 的怪象： ☆ 云端AI的“金字塔倒悬”危机 vs 边缘端的“物理防线”； ☆ 最上方是数百家前沿芯片设计商、数千亿美元资本，疯狂砸向 AI 硬件创新； ☆ 而最下方的支撑点，却是极度稀薄、尚未实现大规模闭环盈利的真实企业级落地场景。 ★ StarSpace 解析： 1、依靠巨额资本开支（CapEx）堆砌的“中心化算力奇点” 正在撞墙； 2、真正的 AI 增量在：物理AI（Physical AI）和 分布式边缘（Edge AI）； 3、智能不能只停留在云端，必须沉淀到物理实体（设备、传感器、人形/工业机器人）。 《StarSpace 非共识观点》： 1、未来的胜负手不再是谁能买到更多 GPU； 2、而是谁能将大模型进行极致的模型蒸馏与量化（Model Distillation & Quantization）； 【未来趋势判断】： ★ 算力正在走向分布式与本地化； ★ 协议正走向机器原生化； ★ 硬件正在寻找物理能效比的极限。

Calling it now: OpenAI shows a serious humanoid robot within the next 3 years. This hiring post feels like the quiet beginning of a massive shift. First ChatGPT learned to think, talk and code. Next it learns to walk into the physical world. The robot era is coming way faster than most people realize.

x.com/i/article/2061…

Thanks for the warm-up, @MichaelDell. 💚 We can't wait for you to see what we have planned for tomorrow.

Michael Dell 🇺🇸 @MichaelDell

a week ago

We have the first @DellTech + @nvidia Vera Rubin NVL72 @CoreWeave. Here we go! 🚀

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A single gram of goodness is worth more than a ton of good intentions.

TERAFAB IS GOING TO BE INSANE. We’re targeting 100–200 billion custom AI + memory chips per year at full ramp that’s 1 terawatt (1,000 GW) of annual AI compute capacity. Roughly 50x current global AI chip output. This isn’t incremental. This is the kind of scale that actually moves the needle on civilization. Breakdown: - 80% (~160 billion chips / 800 GW) → radiation-hardened D3 chips for orbital data centers. Space-based compute at massive scale, powered by solar, low latency for Earth, immune to most terrestrial risks. - 20% (~40 billion chips / 200 GW) → terrestrial AI5 & AI6 edge inference processors for Tesla vehicle fleets and Optimus robots. Facility plan: start at 100k wafer-starts/month, scale to 1 million wafers/month. Everything design, EUV lithography, fab, memory, packaging, test under one roof. That recursive self-improvement loop is the real unlock. Small-batch AI5 chips in 2026. High-volume Terafab output targeted for mid-2028/2029. This is how we make AI abundant, affordable, and truly useful for making life multi-planetary and maximizing human potential. The future is going to be ridiculously bright.

RUD (rapid unscheduled disassembly) events are not unusual in the rocket world

DogeDesigner @cb_doge

a week ago

As Elon said… Rockets are hard. But giving up was never an option. 🦾

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Today, we're announcing the completion of a $100 million employee tender at Figure To solve general robotics, we need the best engineers on the planet and as a private company I'm glad to be providing liquidity along our journey

I’m excited to announce that Figure has signed a commercial agreement with Catalyst Brands, the operator of JCPenney, Aéropostale, and Brooks Brothers We’ll work to deploy humanoid robots at scale, starting with initial deployment in Reno, NV

Recent Global Hard Tech Funding Highlights In late May, global primary market funding for AI and hard tech infrastructure remained strong: 1、OpenRouter (AI model aggregation/inference services): Closed a $113 million Series B round led by CapitalG. 2、Armada (edge computing/innovative infrastructure): Closed a $230 million Series B round led by BlackRock, focusing on decentralized edge computing. 3、Decart (AI infrastructure/large models): Secured $300 million in venture capital, led by Radical Ventures. 4、Modal (enterprise infrastructure/PaaS): Raised $355 million in a Series C round led by General Catalyst.

Another great win for agentic coding. Cognition AI just raised over $1B at a $26B pre-money valuation. Revenue reportedly climbed from $37M in annualized run-rate to $492M, while customers like Goldman Sachs and Mercedes-Benz suggest Devin is moving from demo rooms into production workflows. Cognition's progress is driven by its flagship product, Devin, which aims to function as an autonomous junior engineer, going beyond typical coding assistants. Devin can plan, test, and deploy code through multi-step workflows in secure environments. Cognition combines its own models with OpenAI and Anthropic rather than relying on one model. Cognition is basically pitching Devin as a model-agnostic agent layer: the LLM does the reasoning and code generation, while Devin supplies the engineering workspace, repo context, terminal access, file edits, tests, and model choice around it. Last July, Cognition agreed to buy the remains of coding startup Windsurf after Google struck a $2.4 billion deal for Windsurf’s top talent and licensing rights.

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ELON MUSK: “FOR THE NEXT FEW YEARS AMERICA IS LIKELY TO WIN THE RACE IN AI. THEN IT WILL BE A FUNCTION OF WHO CONTROLS THE AI CHIP FABRICATION. IF MORE OF THE FACTORIES ARE OWNED BY CHINA THEN CHINA WILL WIN." "RIGHT NOW ALL THE CHIP FABS ARE IN TAIWAN. 100%." "IF CHINA INVADES TAIWAN IN THE NEAR TERM THE WORLD WILL BE CUT OFF FROM ADVANCED AI CHIPS." "I THINK IT'S ESSENTIAL FOR NATIONAL SECURITY THAT WE BEGIN MANUFACTURING OUR OWN CHIPS IN THE US.”

Sam Altman reveals why he no longer believes universal basic income is the answer to AI "I used to be really excited about universal basic income, where you just give everybody money. I still am kind of excited about that. But I think people really need agency" "If you just say AI is going to do everything and everybody gets a dividend, it's not going to feel good, and I don't think it would actually be good for people" "I don't just want a check every month. What I'd want is an ownership share in whatever the AI creates, so I feel like I'm participating in this thing that's going to compound and get more valuable over time" "So I sort of like universal basic wealth better than universal basic income"

Anthropic 刚花了 millions 去 hire Andrej Karpathy 但同一周，Karpathy 把同样级别的认知，用 $0 放出来了 OpenAI co-founder Former head of AI at Tesla 提出 vibe coding 的人 没有 recruitment fee 没有 exclusive access 只有一个链接，29 分钟 他这次讲了几个很关键的判断： - LLMs are ghosts, not animals. - Vibe coding is dead. - Software 3.0 is here. 真正有意思的是： Karpathy 讲的是 Software 3.0 到底是什么 但如果只停留在理解概念，还不够 下一步是： 怎么把它做出来 这也是为什么我整理了一份 full build guide 核心是用 Claude Code 搭一个 software factory 让它自动拆任务、写代码、改功能、推进项目 甚至在你睡觉的时候，也能继续 ship features Karpathy 的 29 分钟，告诉你 Software 3.0 是什么 这份 guide，则是告诉你怎么用 Claude Code 把它建出来

0x_Miko @Mikocrypto11

2 weeks ago

x.com/i/article/2058…

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