AI is transforming Vertical SaaS, unlocking markets that were once too “small” to target. For years, niche industries like laundromats, chiropractors, and veterinary services were overlooked because their market sizes seemed limited, and high customer acquisition costs (CAC)

UI will be generated on the fly by future AI models. genUI + voice backed with multi-agents systems will replace existing software which is nothing but static code to process information.

Many SME manufacturing companies in India still don't use any SaaS to manage ops / finance. turns out: excel is free and human operators are too cheap to worry about automating manual stuff.

Potential biosignature on Mars: confirmed. ✔️ After a year of scientific review, we are more sure than ever that our Mars Perseverance's 'Sapphire Canyon' sample could contain signs of ancient microbial life. Learn more about the discovery: go.nasa.gov/46jy4hL

Paul Graham’s recipe for doing great work:

Good game everyone

2025 is 80% complete.

Space isn’t just for stars anymore. 🌠 Starcloud’s H100-powered satellite brings sustainable, high-performance computing beyond Earth. Learn more: nvda.ws/47eYZvC

less gooo! 🚀

Today we are launching 100 early pre-orders for Mr. Tensors eyecandy robotics, an inexpensive opensource lifelike robot character that's cool enough toy for kids (and a human-robot-interaction + reinforcement learning research tool for academia and hobbyists). We are looking for

India’s AI adoption has never mirrorred the West’s: We skipped pcs → went straight to smart phones. Skipped credit cards → straight to UPI. This time, we might skip AI accountants → go straight to AI CFO i.e. decision intelligence before process automation.

Unlearning

In the AI gold rush, you'll easily get funded by the system if you can show enough demand for your gpt wrappers. The labs need to show revenue to justify their trillion dollar valuations. They don't care if you'll make a generational business.

Only four moats will remain relevant in future - data, compute, distribution and regulation.

🚨 Today is a turning point in AI. A Chinese open source model is #1. Kimi K2 Thinking scored 51% in Humanity's Last Exam, higher than GPT-5 and every other model. $0.6/M in, $2.5/M output. The best at writing, and does 15tps on two Mac M3 Ultras! Seminal moment in AI. Try it

Fascinating.

An AI superapp is just inevitable, people overlook the latest release of group chats in chatgpt as just an attempt to justify valuation. With context as moat, an app which knows the user the most will consume everything, including: music, social media, shopping, etc. Elon's

A good demo is critical because investors, like consumers, fall in love with the product *first,* and then rationalize it after.

AI ignoring our presence is scary, might be the biggest reason to upload oneself and merge with the god we're creating.

Broke on my terms > Rich on theirs.