CEO: “we have thousands of AI agents running in production”

CTO:

YouTube video by The MAD Podcast with Matt Turck Guillermo Rauch: Why Software Development Will Never Be the Same

🚀 “Once you use AI, there’s no going back.” HIGH SIGNAL chat w/ @rauchg.blue, CEO of @vercel.com

1️⃣ V0’s explosion
2️⃣ “Vibe-coding” vs. agentic engineering
3️⃣ AI Cloud & Fluid Compute
4️⃣ MCP is the new HTTP
5️⃣ The 10-person GM model
6️⃣ Career advice for 18-year-olds

🎧 youtu.be/zhA7OMw4njw?...

YouTube video by The MAD Podcast with Matt Turck GitHub CEO: The AI Coding Gold Rush, Vibe Coding & Cursor

AI coding is in full gold rush mode - excellent conversation with GitHub CEO Thomas Dohmke to understand vibe coding, the rise of coding agents, Cursor and the crazy pace of innovation in that space

youtu.be/Gp-oPGYrQDs?...

Doordash acquiring SevenRooms for $1.2B, an unprecedented $171M per room. We're so back.

YouTube video by The MAD Podcast with Matt Turck Glean’s Breakthrough: CEO Arvind Jain on Scaling AI Agents & Search

🎧 Search, RAG and AI agents: My conversation with @arvindjain.bsky.social, CEO of Glean

When an entire administration suddenly realizes their kids are not going to get in

One of the secrets to success in a lot of leadership roles is the ability to deliver the same pitch thousands of time, with equal enthusiasm each single time.

YouTube video by The MAD Podcast with Matt Turck Inside the Mind of Snowflake’s CEO: Bold Bets in the AI Arms Race

My conversation with the CEO of Snowflake, on winning the race to become the dominant data and AI platform

Europeans, as US tariffs force them to rely exclusively on German cars, French wine and Italian fashion.

YouTube video by The MAD Podcast with Matt Turck Beyond Brute Force: Chollet & Knoop on ARC AGI 2 and the Search for True Machine Intelligence

My conversation with star AI researcher @fchollet.bsky.social
and Zapier’s Mike Knoop

* ARC AGI 2 and why it breaks base LLMs

* test-time adaptation

* the search for fluid machine intelligence

116th edition (!) of #DataDrivenNYC Wednesday night with @matt-turck.bsky.social from @firstmark.bsky.social in conversation with CEOs from InfluxData, Sigma, OpenRouter, & Thread AI.

VCs when asked why they don’t just start a company themselves

This changes everything.

[insert model name] just rewrote the rules of what is possible.

Nobody understands the magnitude of change [insert model name] is about to bring.

Here are some INSANE examples of what you can do with [insert model name]. #10 is 🤯

It is so over.

AI in 2025:

O̶p̶e̶r̶a̶t̶o̶r̶ ̶i̶s̶ ̶h̶o̶t̶
̶D̶e̶e̶p̶ ̶R̶e̶s̶e̶a̶r̶c̶h̶ ̶i̶s̶ ̶h̶o̶t̶
̶D̶e̶e̶p̶S̶e̶e̶k̶ ̶i̶s̶ ̶h̶o̶t̶
̶G̶r̶o̶k̶ 3̶ ̶i̶s̶ ̶h̶o̶t̶
̶S̶o̶n̶n̶e̶t̶ ̶3̶.̶7̶ ̶i̶s̶ ̶h̶o̶t̶
̶G̶P̶T̶ ̶4̶.̶5̶ ̶i̶s̶ ̶(̶n̶o̶t̶)̶ ̶h̶o̶t̶
̶Q̶w̶e̶n̶ ̶i̶s̶ ̶h̶o̶t̶
̶M̶C̶P̶ ̶i̶s̶ ̶h̶o̶t̶
Manus is hot

If someone had told us just 2.5 years ago we'd have an omniscient, multimodal chatbot that can answer any question in the world, code, reason by analogy and show empathy and humor, most wouldn't have believed it, yet here we are, calling GPT 4.5 a disappointment lol

Give me your tired, your poor, your huddled masses and whoever has a spare $5M

"Don't do services" --> Palantir

"Hardware is hard" ---> NVIDIA, Apple, Tesla, Space X

"Selling to the government is awful" --> Anduril

If you want to build a true outlier, ignore generic startup advice.

YouTube video by The MAD Podcast with Matt Turck The AI Coding Agent Revolution, The Future of Software, Techno-Optimism | Amjad Masad, CEO, Replit

Here's my conversation with the excellent @amasad.bsky.social, CEO Repliy. With the Replit AI Agent, the company has a big hit on its hands.

We chatted about the Replit journey, AI agents and the future of Silicon Valley.

youtu.be/9xhDL2GbzaU?...

I think about this almost every day

* Fund o3 mini-high: substance-enhanced decisions (our best performing)
* Fund Operator: we remind founders about our operating background (4 months at Salesforce)
* Fund Deep Research: we take meetings to research competitors of the companies we're actually interested in

Excited to announce a new series of funds:

* Fund 4o: good for most investments
* Fund 4o with scheduled tasks: we actually follow up
* Fund o1: we use reasoning (not just vibes) to decide whether to invest
* Fund o3: fast investment decisions (only 10 meetings and weeks of dd)

Ok folks, false alert: we checked, DeepSeek is not a real startup! The founder didn’t go to Stanford or Harvard, and they didn’t even do YC, or raise on a $100M cap SAFE for their pre-seed, so, nothing to worry about. Phew.

Microsoft: "we're good for our $80B"

Meta: "we're good for our $65B"

DeepSeek: "we're good for our $5.5M"

Fascinating that agent mode (a la OpenAI operator etc but UiPath back in the day) continues to mean replicating a human that clicks around on a website vs having machines talk machine to each other (API mode). Maybe that changes over time as agent-specific infra gets built.

VC after making one intro

Yes the book is really awesome 👍

YouTube video by The MAD Podcast with Matt Turck What You MUST Know About AI Engineering in 2025 | Chip Huyen, Author of “AI Engineering”

This is truly a *must-watch* for anyone who wants to actually understand AI

@chiphuyen.bsky.social breaks down key concepts amazingly well in this discussion about how Generative AI is built and deployed

youtu.be/p7F4f42iZ-c?...

What You MUST Know About AI Engineering in 2025 | Chip Huyen, Author of “AI Engineering” The MAD Podcast with Matt Turck · Episode

Links:

- Spotify: tinyurl.com/yc2kejhh

- Apple Podcasts: tinyurl.com/ywudhtv4

- YouTube: youtu.be/p7F4f42iZ-c

What you MUST know about AI engineering in 2025

Awesome episode with @chiphuyen.bsky.social
about her brand new book

All links in next post below:

Lol going from 111,207 followers on X to 71 on Bluesky is quite the humbling experience so far 😂