Karpathy's Autoresearch Is Two Theses Running in a Loop
Karpathy's autoresearch demonstrates two ideas: cheap verification enables autonomous AI loops, and that same cheapness enables search through solution space at scale.
Every Leap in Timing Precision Unlocks a Structurally New Class of Applications
Each leap in timing precision - Harrison's chronometer, GPS, now ZaiNar's sub-nanosecond wireless sync - enables a structurally new class of applications.
Bilt Is Building a Data Moat
Bilt closes a structural gap no credit card has solved: housing. Combined with Banyan's SKU-level data, it is building a 360-degree consumer spend layer.
LLM-Generated Code Unlocks Superpowers LLMs Don’t Possess
Code is deterministic. LLMs are probabilistic. The handoff between them, through cheap verification, is what makes code generation categorically different.
The Copper Constraint: Why AI Infrastructure Needs Biology to Scale
Global copper demand is projected to nearly double by 2035. Endolith uses engineered microbes to extract 30-90% more copper from ore already being processed.
The AI Security Arms Race Just Went Parallel
Anthropic disrupted the first AI-orchestrated espionage campaign. One operator ran 30 parallel intrusions with AI handling 80-90% of tactical execution.
YC S25: The Complete Analysis
A full analysis of all 153 YC Summer 2025 companies. The agentic workforce thesis, the infrastructure enabling it, and patterns shaping the next batch.
