When I launched Lobster Capital everyone told me YC-only fund was too narrow.
— Gabriel Jarrosson (@GJarrosson) May 29, 2026
They were wrong about what YC actually is.
YC isn't a 3-month program with a graduation ceremony. It's a permanent ecosystem that gets more valuable with every batch, and the companies inside it never…
Awesome.
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026
Google is fighting every final boss at once:
— Yuchen Jin (@Yuchenj_UW) May 29, 2026
OpenAI & Anthropic in models, Nvidia in chips, AWS & Microsoft in cloud, Meta in ads, Tesla in self-driving, Apple in phones and OS.
At $4.6T, it feels weirdly undervalued.
It’s the other way round - Google is the final boss everyone is fighting. https://t.co/IUhg4ehJr8
— Abhinav Kukreja (@kukreja_abhinav) May 29, 2026
Larry Page does not get enough credit. https://t.co/tvAEU7FeuB
— Kanyi Maqubela (@km) May 29, 2026
Nobody has seen him ....... in years.
— Paramendra Kumar Bhagat (@paramendra) May 30, 2026
Raise locally. Allow locals to invest in another company whose sole goal is to invest in his company. A lot of small investors. ....... Or, go to mega customers who will pay for future deliveries.
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026
I don't know how you skip AI and keep that statue. Especially with a Starlink phone in the offing.
— Paramendra Kumar Bhagat (@paramendra) May 30, 2026
Musk's Starlink Phone Kills The iPhone https://t.co/SkiXJi5zOh
— Navid Nathoo (@navidnathoo) March 24, 2026
🧘♂️ Tibet, Spiritual Literacy, and the CCP’s Fundamental Misreading https://t.co/A760x25iKD
— Paramendra Kumar Bhagat (@paramendra) May 29, 2026
ironically this could be the reason google ultimately fails to be #1 across any AI platform
— Ejaaz (@cryptopunk7213) May 29, 2026
> sold a huge chunk of TPU capacity to anthropic which takes compute from training future gemini models
> gemini 3.1 and 3.5 flash are amazing models but failed to catch-up in coding (i… https://t.co/kwW7cfkHvA
There are two loops in every founder's head.
— Garry Tan (@garrytan) May 29, 2026
The autism loop: run your own model to the floor, ignore consensus, hold a thesis when everyone says you're wrong. That makes conviction.
The empathy loop: feel what the user feels, sense what the market wants before it has words.…
I think consumer might be the exception here - it’s essentially impossible to build a free, mass market consumer ai product bc inference creates non zero marginal costs of engagement- so a whole class of social ai products aren’t getting built https://t.co/SS8Y3uwmYW
— Anish Acharya (@illscience) May 29, 2026
Disagree.
— Ali Yahya (@alive_) May 29, 2026
The bottleneck is not ideas. The best founders have far more ideas than they are able to execute on.
The bottleneck right now is that effectively tokenmaxxing is a skill issue. We are still learning how to work with agents.
As that improves, more compute means… https://t.co/lPwkWbMaN1
Yep. Why I’m working on https://t.co/ptcEtGCCsV to give people validated ideas
— GREG ISENBERG (@gregisenberg) May 29, 2026
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