Post Velocity

I’ve been working towards AGI my whole life, and as we enter this pivotal moment, I’m stepping into a new role as Chair of Google DeepMind & Chief Scientist of Alphabet.

Gemini 3 is rolling out to everyone today, starting with Search.

Breaking News: Unemployment among recent college graduates rose to its highest level in a decade, a shift economists increasingly link to AI adoption in entry-level white-collar work.

OpenAI in talks to raise at a $1.2tn valuation, people familiar with the matter say, in what would be the largest private funding round on record.

The tri-fold phone review.

Today's agreement lowers tariffs on both sides and opens markets for American manufacturers and farmers.

Agent 4 building and deploying an app from a voice note, unedited.

The people who get rich in a downturn are the ones who were already building when nobody was watching.

AlphaFold 4: every protein complex in the human body, open to all.

It's time to build.

New episode: three hours with the person who runs the chip export controls.

at openai, many people hook their chatgpt up to slack.

Stripe processed more volume in the last 24 hours than in all of 2014.

a 20-min walkthrough of tokenisation from scratch.

New RCT: 1,200 consultants, half with AI.

I love agentic coding harnesses, but they shouldn't be primarily terminal-based.

As Elon suggests, AI is likely to create an entrepreneurial explosion.

New memo: The Calculus of Value.

New essay: The Adolescence of Machines.

if your app's invite flow has more than two taps you have already lost

What the smartest people do on the weekend is what everyone else does in ten years.

California has the ultimate privilege - a monopoly on all of the warm, dry coastline in the most powerful empire in the world.

OpenRouter is joining Stripe.

what's the word,

My letter to the board is public.

Make something agents want

I was thinking about how I recognize AI writing, and one big tell is excessively colorful verbs.

I have data on this

The most common mistake in YC applications is describing the market before the user.

Code is mostly solved, but design isn’t.

Nobody is impressed by the investor who did nothing for ten years, even though that is usually the one who won.

What 40 PM leaders told me changed most in the job this year.

This Week in Startups E2140: the agents episode.

1/ the network state thesis, one year later.

we made Gumroad free for the first $10k/yr.

v0 now ships full apps with a database.

The IPO window is open.

Principle of the week: pain + reflection = progress.

Copilot is now in every Windows install.

shipped 3 features before breakfast.

2026 summer reading list, one chart per book.

no, you don't need kubernetes.

Recorded a quick one on why the best founders I backed this year are 24 and have shipped ten things nobody used.

See you on September 9.

Sold the puts.

Our updated Tesla model puts robotaxi at 88% of enterprise value by 2030.

Every enterprise software category is about to be re-founded.

The Federal Open Market Committee decided to maintain the target range for the federal funds rate.

We have taken a new position.