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Models will get many times smarter and cheaper.

The question is how to build a company that wins from that and is defensible. x.com/i/article/2082…
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Is there a prediction market for P vs NP?
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This is what I call situational marketing
despite the unfortunate timing, we take disclosures seriously at @typesafeai

at approximately 6:49PM this Friday evening, we became aware of a massive unauthorized leak of ALL customer noul outputs

in effort to maximize transparency, here is the link: gist.github.com/diogo149/81003…
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this is SpaceXAI business strategy
As the gap between the internal models at the AI labs and the ones they release grow (due to safety concerns & research advantages), it will be increasingly tempting for OpenAI & Anthropic to exploit that advantage directly by entering new markets, especially in finance & biotech
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stepan gershuni retweeted
NEAR HACKATHON is coming. Runs 1-14 November, $250K+ in prizes, just ship a public repo & demo by the end of the 2 weeks.

I'm judging alongside @mert @hosseeb @avichal @kain @eddylazzarin & @cyntro_py.

Cross-chain markets and confidential AI are NEAR.
NEAR HACKATHON is now live with $250K+ in prizes.

No signup. Just ship a public repo + public demo post between November 1st & Nov 14, 23:59 UTC.

Build on NEAR Intents, chain signatures, chain abstraction, NEAR AI Cloud, & more.

Full details: x.com/i/article/2112…
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Every single startup launch and announcement you see on the timeline is paid
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stepan gershuni retweeted
4. an AI operational intelligence system went from $0 to $2M ARR in 8 weeks
3. a stealth startup acquired a stake in a US OCC-chartered bank, taking committed volume from $5B to $20B
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stepan gershuni retweeted
In 2026, startup can't be not AI-native. We're inviting the best founders to show how they actually run companies with AI. Live on X next Wednesday.

The lineup this week:

Vasilije Markovic · Founder & CEO, @cognee_
Frédéric Barthelet · Co-founder & CTO, Alpic
Michael Magan · Co-foundHosted by @cyntro_py.

Register: luma.com/jetx3mbv
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Every 2 weeks I run workshops where the best founders show how they build AI-native startups. Join us next Wednesday.

Vasilije Markovic (@cognee_) wires his data and his agents into one personal brain.

@bartheletf on his rule for building tools in 2026: if an agent can't use hows it on Skybridge, Alpic's MCP App framework.

@mrmagan_ (@usecharming) on jigs: every role is starting to build the tools it works with.

Wed 14 Oct, 9am PT, live on X.

Sign up for free: luma.com/jetx3mbv
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get 2m uncapped today, raise at $100M+ at demo day in 3mo

if that resonates - apply
140 applications in the last 24 hours from AI native founders for Monastery batch 2

Apply now - 2m no cap - cyber.fund
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stepan gershuni retweeted
Lido built the most secure staking solution in crypto: $24B+ staked. That market is solved.

The next is lending.

Too many hacks. Too much inefficiency. Lenders deserve far better protection.

That's what Lido Lend is built for.
Lido Lend: Security-First Lending

Lido contributors are unveiling the development of ‘Lido Lend’, a new decentralized lending market, designed with a novel set of security-forward safeguards and utilities that benefit both lenders and borrowers.

research.lido.fi/t/unveiling-li…
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stepan gershuni retweeted
2. A conversational AI advertising startup cross $2M ARR, growing 13% WoW
9 weeks into the Monastery. That is lifetime for AI native startups.
What's happening inside right now:

1. An AI film startup went from $1M to $7.5M in revenue
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RSI > DCF
Anthropic valuation - $2 Trillion
OpenAI valuation - $1.5 Trillion
Meta valuation - $1.85 Trillion

Anthropic 2025 revenue - $4.6 Billion
OpenAI 2025 revenue - $13 Billion
Meta 2025 revenue - $200 Billion+
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stepan gershuni retweeted
9 weeks into the Monastery. That is lifetime for AI native startups.
What's happening inside right now:

1. An AI film startup went from $1M to $7.5M in revenue
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stepan gershuni retweeted
Jumper sale on @legiondotcc raised $45m on a $3m hard cap from >9k wallets (>15x oversubscribed)

We're so back?
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Starting in 2 minutes: x.com/i/broadcasts/1…
Live workshop on how to build AI-native startups, 6th edition is tomorrow!

Speakers:
Tim Sehn / Founder & CEO, @DoltHub
Adel Ahmadyan / Founder, VoHuman / @agentastic
Yoeven D Khemlani / CEO, @interfaze_ai

Hosted by @cyntro_py. Only live demos and Q&A.

luma.com/3wh1rjkv
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going to be an exciting episode!
Live workshop on how to build AI-native startups, 6th edition is tomorrow!

Speakers:
Tim Sehn / Founder & CEO, @DoltHub
Adel Ahmadyan / Founder, VoHuman / @agentastic
Yoeven D Khemlani / CEO, @interfaze_ai

Hosted by @cyntro_py. Only live demos and Q&A.

luma.com/3wh1rjkv
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The Funded Company of San Francisco
I need a cool startup name that sounds like it just raised $200M.🤔
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Live workshop on how to build AI-native startups, 6th edition is tomorrow!

Speakers:
Tim Sehn / Founder & CEO, @DoltHub
Adel Ahmadyan / Founder, VoHuman / @agentastic
Yoeven D Khemlani / CEO, @interfaze_ai

Hosted by @cyntro_py. Only live demos and Q&A.

luma.com/3wh1rjkv
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Replying to @cyntro_py
@yoeven, CEO of @interfaze_ai (YC), on hiring with AI in the loop without losing great candidates to automated screening, or letting fake ones through.
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Replying to @cyntro_py
Sign up here, starting tomorrow at 9am PT / 6pm CET: luma.com/3wh1rjkv
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