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The super app health space, pursuing Peter Attia's 3.0 Medicine: proactive health, is interesting. Different attack vectors, with a few companies trying to go from lab (Neko Health, Biograph, Everlab) to consumer. Others from the consumer app (Superpower) to partner labs.

The game is afoot: Google back in Founder Mode (+Demis) and OpenAI going for it all, with hardware, app layer. Apple’s App Store and Google search getting heat. Competition is great, open season.

What an incredible video. It has it all. A rallying cry about SF the city, culture, the art of the possible, Jony and Sam, tech optimism and future products. youtube.com/watch?v=W09bIp…

Millennials were built for Agent Orchestration.

Denial is a silent killer of startups. Almost every major change we made at Replit came later than it should have because it was too painful to come to terms with reality. That’s why today one of our operating principles is SEEK PAIN.

"Come for the notes, stay for the workflow" - still one of the most underrated wedge strategies. Start with the simple, perfect note-taking, then expand into sticky workflows that actually run the business: billing codes, compliance tracking, team handoffs, audit trails.

Watching every climate startup rebrand in real time: Climate → “supply chain resilience” Clean energy → “energy security” ESG → “operational efficiency”

Sad day for those devs who didn't want to learn new frameworks and decided to make bulk $£ by mastering Cobol: Morgan Stanley has a new way of using AI to modernize legacy software wsj.com/articles/how-m… via The Wall Street Journal

Anticipated and referred to this as the impending “data wars” in previous edition of Implications, but didn’t expect it to start this quickly… Data grab and protectionism underway, especially by those that don’t own their own graphs or sophisticated permissioning layers.

A UI pattern that will proliferate

Great timing Linus Talacko

I’ve always believed a small subset of talent is wildly underpriced. The founders of the world’s biggest platforms know it. Zuck maybe more than anyone on the planet.

I keep hearing engineering teams rave about Claude Code (even the sceptics). The $200 monthly max contract is the right plan to maximise token usage - otherwise, you could blow through the base plan ($20) in 15 minutes.

Fine-Tuning LLMs is a Huge Waste of Time, by Devansh: Machine Learning Made Simple- Fine-tuning advanced LLMs isn’t knowledge injection — it’s destructive overwriting. …dinginterviewsmadesimple.substack.com/p/fine-tuning-…

I know you can’t publicly utter the question ‘But what about the investors?’ But what happens to them in the Windsurf situation? 0? With the talent land grab packages so high, the company valuation has to be much higher than the team size * AI comp package otherwise just leave?🤨

Seeing multiple companies build tools like Cluely for universal conversation context - real utility there (think about calling your doctor or a supplier). But I'm curious if the 'cheater' positioning is genius marketing or will hurt the enterprise in the long run.

Hypothetical question, inspired by current events: if you’re a CEO and you tell a company: don’t acquire us, just hire me and my top people for half the price. That’s a breach of fiduciary duty to the shareholders right?

The Blitzhire Acquistion. In this blog post I try to explain the drivers behind these new strange acquisitions in AI, how these deals are structured and why, where the money goes and how, and what happens to the remaining employees. Feedback is welcome. medium.com/@villispeaks/t…

I propose we call them HALO deals. “Halo” comes from “Hire and license out. People with halos have left their bodies to live somewhere in the cloud giants. - new Kevin Kwok kwokchain.com/2025/07/15/the…

Hey. Hey kid. A bit of free advice. Just go get a job at the two hottest, most competitive startups in the entire world. Aw. Shit. Don’t thank me. I just love to help people. What can I say? Let me know if I can ever be helpful.