Chainyoda

Whitefield, Bengaluru, Vibecon ftw

The thing about agency isn’t that you necessarily make more money with Claude. The thing is you choose and you don’t look for anyone else to blame for your choices. That leads to greater focus, more energy, a sense of well being and lower levels of anxiety. That is success.

Many crypto VCs are waiting to see returns on tokens at other end of the cycle in 2027, 2028 after the usual mortality happens. Many others are deploying in AI and robotics with a revenue focus. Its rational. 10/10 made everything much harder but liquidity cycles will continue

I think a lot about the word Agency these days

Ok so @cursor_ai agent is Claude code and Anthropic is building its own @Lovable and @Replit
Fascinating times

Meanwhile in India

A good workout doesn’t solve all your problems but it solves the unnecessary ones

Capital deployment is cyclical in every sector. ICOs over allocated and then 2019 happened. Then we all over allocated in 2023 and now it’s 2026. Next year is another year. If you have capital build otherwise go build something else for which there’s capital

Delhi air feels a lot more fresh. What changed?

I am perfectly fine with a Cold War between Iran and the US in which Hormuz remains open and no missiles or drones are fired

It’s very hard to venture invest in crypto right now. 2024’s best VC coins with 3-5 year runway are so cheap which makes giving cash to a team that may not last another year quite hard to explain. Most new ideas are also minor variations on old ideas, just a lot cheaper now

There are two ways to look at everything and the level of “prana” determines how we perceive them
On one hand, being away from home and gym for seven weeks is suffocating. On the other war is ending, a fun week in Bengaluru AI scene is coming up and we will get to go home

All the crypto VCs not writing checks are also now tweeting that they are writing checks

Was going to invest in an FPGA for inference round. Then I realized, if I want to invest in something this complicated, this must be the top or something

Crypto would have been fine without CEX crimes

Being a SAAS employee on unsold stock is like believing in Murad coins

The solution to disruption in software engineering is not vibe coding. All primates other than humans will also be vibe coding. Either go deep into AI or go into another business with vibe coding