From anyone else I would say these posts are just engagement farming but he has warehouses full of startups in San Francisco. My favorite place to go in San Francisco. Gonna be there next week.
AI
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Startup Investment Misalignment: Building for Demo Days, Not Workers
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41% of startup investment going into areas workers don't want automated is a market signal that founders are building for demo day, not for the person doing the job.
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Real Signal vs Placebo: Evaluating AI System Quality
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One complex question is a thin eval. But first impressions from serious users tend to cluster around real signal, not placebo.
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AI Skills Gap vs Efficiency: Understanding Human Capability Impact
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Not being able to read a 10K without AI assistance is a different problem from using AI to read faster. The first is a skills gap. The second is just efficiency. Knowing which one is actually happening would actually make a huge difference.
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Timing Compression: The Real Shift in AI Development
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The seismic shift framing has been used enough times in the last three years that it's lost some signal. What's different here is the timing compression, not any single capability.
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Pre-agentic intuitions shape both AI doom and abundance predictions
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This applies in both directions. The doom predictions and the abundance predictions are both running on pre-agentic intuitions about what AI can actually do in a workflow.
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1M Tokens Consumed Rapidly Processing Large Codebases
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1M tokens sounds enormous until you paste your codebase and watch it disappear.
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Levity: Support-Free 3D Printing with Suspension Gel Technology
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Levity™: Support-Free #3D Printing with Suspension Gel #Technology
— Ronald van Loon (@Ronald_vanLoon) 29 avril 2026
via @WevolverApp#3Dprinted #Innovation #EmergingTech #TechForGood pic.twitter.com/oTm7roZ18qLevity™: Support-Free #3D Printing with Suspension Gel #Technology
via @WevolverApp #3Dprinted #Innovation #EmergingTech #TechForGood -
Beyond Currency: Energy and Mass Economy at Kardashev Scale
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That’s a good deal if we make anywhere near K2. Won’t be using dollars for currency at that point, just mass and energy.