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RT @ghostwriternr: In the next version of Cloudflare Sandbox SDK 📦 Running @opencode on remote sandboxes should become much easier. You ca…
vp developers & ai @cloudflare ✨ and how does that error make you feel?
In 2026, Venture Capital will eat Private Equity It used to be that venture capital and private equity lived on two separate planets: VC = San Francisco PE = New York They targeted completely different universes of companies: --> PE - people heavy biz services, stable/low growth, predictable cashflows --> VC - tech-forward, high growth, high risk, massive TAM What was the playbook for B2B VC backed startups? --> Grow to unicorn scale by selling to other early adopter tech companies, then Fortune 500s XX> SMB and mid-market services - think field services, IT staffing, accounting, construction, recruiting - were always tough to sell into for startups Why? -->Thin margins, high labor costs, and small IT budgets >> But as AI eats labor, these businesses are in play << There are 3 ways where VC and PE are colliding: 1/ Private Equity funds will become channel partners for startups. PE funds are focused on financial engineering and cost optimization. Startups building AI products and services can sell across their portfolio to automate the backoffice and uplevel sales and marketing. PE funds have made AI their #1 strategic priority and have hired central leaders to oversee their portfolio adoption efforts 2/ PE portfolio pages are a startup idea menu Private equity will often buyout vertical software companies whose TAM didn’t allow venture scaled returns. As software evolves from data storage and collaboration to agents taking action and completing work, AI should massively expand the TAM for these categories. Founders will set their sights on unseating these legacy incumbents backed by private equity. All they have to do is look at their portfolio pages for category ideas 3/ AI Rollups This is one of the most direct ways that VC is eating PE VC backed AI platform businesses are not just selling software but acquiring legacy business services companies to own the value chain end to end. As an example, our @speedrun company AgentAstra is acquiring freight forwarding services businesses with mostly debt and integrating AI deeply into their operations These companies aim to increase margins by at least 2x and make them “AI native” tl;dr - While the west coast, Patagonia-wearing VCs and the east coast, PE suits used to live in different universes, in 2026 with AI, I believe, those worlds converge
Investor @a16z | Building @speedrun | ex-@Unity | chase what matters
Opus 4.5: “Would you like me to do A or B here?” Me: “Actually can you create ephemeral test pages for both that are interactive presentations of what those solutions would look like fully implemented and explain the why, pros/cons, etc? And do C and D too just so I can see.”
People underrate how massive the network effects of Claude Skills alone will be in driving performance over the next few months. Anthropic gave a great talk at AIE about how skills are kinda like a form of continual learning and I agree. “don’t build agents build skills” on YT
i’m a big nuclear fan, but this is a dangerous argument to make without acknowledging how power systems actually behave. We don’t have an energy problem; we have a power problem. Across many parts of the U.S., wholesale electricity prices already go negative during sunny/windy periods. CA alone curtailed over 3.4 TWh of generation in 2024 — meaning that even at $0, there were no buyers. That’s a grid and utilization constraint. Look at France in 2022: despite nuclear supplying ~65% of its electricity, fleet-wide maintenance issues forced the country to import power at the exact moment Europe needed exports. An impressive fleet is great but systemic risk is real. Also, they typically don't operate at a high capacity factor (70%) and France's retail rates are nearly 2x than most places in USA (generally, america's reactors are the best operated in the world with the highest capacity factor at 90-95%.) Power markets are incredibly complex, and the solution is almost never “just build a ton of X.” Cheap generation doesn’t automatically translate to cheaper retail rates; in some cases it drives higher system costs by increasing the need for transmission, balancing reserves, or backup capacity. The same is true for "baseload": a 1 GW nuclear plant only makes sense if you can run it close to 24/7 given the daily and seasonal load profile of that zone. You don’t want a billion-dollar asset sitting underutilized 25% of the time. Colocated or behind-the-meter power for projects of this scale is still TBD afaik — most DCs still want a grid connection for reliability. Flexible loads is an interesting trend, but I digress. If there is a path to “too cheap to meter,” it probably won’t come from any single generation source — it will come from dramatically increasing system utilization. That almost certainly means batteries everywhere, shifting surplus energy across time, smoothing volatility, and letting the grid actually absorb the low-cost power we already know how to produce. Generation matters but power, not a bucket of energy, is the real bottleneck. It's moving it that matters most,
investing @a16z // curating https://t.co/ssslqn6eo7
The new Kindle Scribe dropped today, but I can't find any reviewers talking about performance on PDFs. My current Scribe is pretty slow on PDF so I'm hoping this is faster. Does anyone have experience with PDFs on this thing, or know of a review that addresses this?
I'm going to have to wait for the Reddit threads, I guess. I should note that the reviews of this I read at the big outlets were of poor quality. One review at a place I won't name first said you should skip this for the Remarkable 2, then said the upcoming cheaper Scribe model won't be worth buying because it has no backlight. (But the Remarkable 2 also has no backlight, duh.) Professional reviews are garbage anymore... nobody knows how to do this work, apparently.
RT @dominiksumer: in case you're already thinking about which new year’s resolutions you want to tackle, just start with them right away b…
building @VemetricHQ & @snappify_io