Amjad Masad (Replit's CEO) went from $2.5M to $250M in revenue in ONE year.
- That's 100x in 12 months
- They passed a PWC audit on it
- Gross margin positive (rare in AI)
- Now on their way to a billion this year
2 years ago when he first came on the pod they were doing ~$3M.

6️⃣ Things to Know about
AI Engineer World's Fair 2026
- It’s bigger than all previous AIEs
- 4x Larger Expo with 4 Expo stages
- Researchers: Poster sessions & Poaster sessions
- AI Leadership: Token Billionaires & Off the Record
- AI Verticals: Healthcare, GTM, FDE, AGC, Finance
- Side Events: NEO, Kids day
- attendees get $40k in credits to try everything our sponsors have to offer!
It's going to be our BIGGEST show yet!

🎙🎙🎙🎙🎙🎙🎙🎙

The dismantling of USAID has already ensued in roughly 600,000 deaths, about 400,000 of them children, in poor nations abroad, according to Boston University epidemiologist Brooke Nichols.
The toll is expected to rise as health infrastructure that became reliant on Western support deteriorates, resulting in deaths that may take months or years to register.
Follow: @AFpost

very excited about the AIE poster & poaster session😄, let's get some spicy hot takes loaded. @swyx @vibhuuuus @aiDotEngineer
AI Engineer: 6️⃣ Things to Know about
AI Engineer World's Fair 2026
- It’s bigger than all previous AIEs
- 4x Larger Expo with 4 Expo stages
- Researchers: Poster sessions & Poaster sessions
- AI Leadership: Token Billionaires & Off the Record
- AI Verticals: Healthcare, GTM, FDE, AGC,

"When an LLM outputs a step-by-step plan, it creates a powerful illusion that you are watching a machine reason its way to a conclusion. A position paper by professor Subbarao Kambhampati and researchers at Arizona State University systematically dismantles this assumption." (From @bendee983 via @bdtechtalks )
👉https://bdtechtalks.substack.com/p/escaping-the-chain-of-thought-trap

The Emperor Has No Clothes: Why the AI Infrastructure Buildout Math Doesn't Work
I have to give IBM CEO Arvind Krishna credit. He's saying what many of us in this industry have been thinking but haven't been willing to say out loud. The math just doesn't add up.
Here's what I'm seeing that's deeply troubling. We're in the middle of another mass hallucination. Just like the dot-com bubble, just like blockchain, just like the metaverse — everyone is convinced that building massive data centers will automatically create massive wealth.
But here's the thing about building infrastructure. You actually have to sell what's inside it.
Let's talk numbers. The planned data center buildout over the next 5-10 years is staggering. We're talking about commitments in the hundreds of gigawatts globally. The capital expenditure commitments are in the trillions. Yet when you look at the actual demand signals, not the projections, not the potential, but the actual consumption patterns, there's a massive gap. These AI companies are betting everything on demand that simply doesn't exist at the scale they're planning for.
Let me be direct. AI services are expensive. Enterprise adoption is slow. Consumer AI is still finding its footing. And the compute requirements being promised by the hyperscalers require a level of demand that would represent a fundamental shift in how businesses consume technology. That's a big ask.
I've seen this pattern before. The overbuilding. The belief that if you build it, they will come. The groupthink that turns critical analysis into heresy. The result is always the same. Companies are going to touch the stove. We're going to see massive write-downs. We're going to see pivots, shutdowns, and strategic reviews. We're going to see companies that spent years and billions trying to be the AI infrastructure leader become case studies in how not to read a market.
The IBM CEO is right. The math doesn't work. And unlike 1999, we don't have the excuse of we didn't know. We know exactly what's happening. We just don't want to believe it because the alternative, being a skeptic while everyone else is piling in, feels like career suicide. It's not. The ones who survive the next decade will be the ones who built for reality, not fantasy.
Wake up. The emperor has no clothes.
As reported by Futurism, Krishna laid out striking calculations: a 1 gigawatt data center costs roughly $80 billion today. If one company commits 20-30 gigawatts, that's $1.5 trillion in capital expenditure. The total commitments across the industry for chasing AGI are approximately 100 gigawatts, equaling $8 trillion. To break even, you'd need $800 billion in profit just to cover the interest. That's not investment. That's hoping.
https://futurism.com/artificial-intelligence/ibm-ceo-math-ai

Signals of physical plausibility are hiding in the geometry of frozen image encoders. No video training. No physics supervision.

- 2016-2024: 🇺🇸leads in open-source AI
- 2024-2027: 🇺🇸 leads in general AI & massively benefits
- 2024-2026: 🇨🇳 leads in open-source AI
- 2026-2030: ??
It's not open-source AI leadership OR general AI leadership, it's open-source AI leadership BEFORE general AI leadership!
Open-source AI is the foundation of all AI. It does not only creates more innovation, competition, jobs, and prosperity now, it's also the best (only?) way for a national tech ecosystem to accelerate and ultimately reach the frontier of AI in general.
Because open-source AI reduces siloes, shares learning and innovation, intensify emulation which all lead to an acceleration of the local ecosystem progress that no others can match if they're less open and collaborative.
Same seems to be true for companies btw, OpenAI/Google started with open science and open-source AI which led to their (and Anthropic who spun off from OAI) domination. Meta could have done the same but decided to change course for some reason.

Obama is, was, and always will be superior to the worst president in history, Donald Trump.
Obama got Iran to give up 98% of its enriched uranium, keep enrichment below 4%, and allow inspections to verify without starting a war, losing a service member, or having the Strait closed.
Trump started a war with Iran that caused the US inflation to rise so high that wage gains disappeared, and people fell further behind. 13 service members were killed. 43 aircraft were lost or damaged. 15 US bases took heavy damage. Trump surrendered in Versailles without gaining a single thing.
Obama inherited a rough economy during the Great Recession and got America moving in the right direction again.
Trump inherited an economy called "The envy of the world" and drove it into the ground.
Obama used the Situation Room to conduct a raid to take out Bin Laden.
Trump's administration used the Situation Room to discuss how to cover up his Epstein Files scandal.
Obama has 0 felony convictions.
Trump has 34 felony convictions.
Obama passed the most consequential healthcare legislation since Medicare and Medicaid were enacted.
Trump announced a decade ago that he would have a healthcare plan in two weeks, but has never released one.
The number of uninsured Americans decreased by over 18 million during Obama's presidency.
The number of uninsured Americans is projected to increase by 8 million during Trump's presidency due to major cuts enacted by Republicans.
Obama created the Consumer Financial Protection Bureau to protect consumers from predatory companies.
Trump continues to try to destroy the CFPB.
Obama was ranked 7th in the Presidential Greatness Project.
Trump was ranked dead last.

"I've spent $30K on a launch video, now you can make one with code."
Here's my new episode with @liu8in and @JakeFromHeyGen, where they shared their 5-step playbook for using HyperFrames to make professional launch videos in Codex and Claude Code:
1. Gather video assets and create a frame.md
2. Create a storyboard.md with the scenes
3. Pull animations from the HyperFrames repo
4. Generate and review static frames
5. Build the video with HyperFrames Studio
You can also start simple by using the built-in /website-to-video skill to one shot a launch video from any URL.
HyperFrames is 100% free and I love how it democratizes video creation for everyone.
📌 Watch now: https://youtu.be/iqb5Rd6KKr8
Thanks to our sponsors:
@WisprFlow: 4x faster than typing with your voice https://ref.wisprflow.ai/peter-yang-jun21-pod
@RiversidedotFM: All-in-one AI studio for podcasts and video https://creators.riverside.com/PeterYang

Happy Fathers Day to the best and most involved generation of dads in recorded history

Fauci was a hero - he didn't kill millions, but he did save millions of lives. Highest paid? Hardly - he was a civil servant getting paid much less than had he gone into private practice. People like you who don't know science are a clear and present danger to society
Trisha Hope - National Delegate-TX: Anthony Fauci was one of if not the highest paid government employees of all time.
He killed millions and enjoys a nice retirement.
Anthony Fauci needs to spend the rest of his life in solitary confinement in the DC gulag.

Honored to welcome @iitbombay and BharatGen as founding contributors to Project Tapestry. India isn’t just adopting open & frontier AI — it’s helping build it, in its own languages and on its own terms. Sovereign by architecture, advanced together.
Cc @ylecun @FerrettiAgata @thealliance_ai
IIT Bombay: As India builds frontier AI rooted in its own languages and knowledge, IIT Bombay and BharatGen are proud to support and participate in Project Tapestry: an open, global consortium for nations to advance frontier AI together. BharatGen, supported by the IndiaAI Mission and the

A common problem we hear from founders trying to "talk to their users" is that their users don't respond.
Well, they're more likely to respond if you write them a very good message. Check out this email that @mntruell used to send his users - this how to do it.

So @jonswaine @washingtonpost has seen hundreds of documents containing evidence that Tulsi Gabbard, Donald Trump's Director of National Intelligence, was directed throughout her career by the leader of the cult she grew up in
https://www.washingtonpost.com/investigations/2026/06/21/tulsi-gabbard-her-guru-mysterious-messages-that-helped-shape-her-political-career/

Why HTML turned out to be the foundation for agentic video making from @liu8in:
“We’ve been trying to build a video agent. However, we learned the hard way that agents have no visual intelligence.
So that’s when we turned to code. HTML is the LLM’s native language. LLMs can express not only information, but also visual aesthetics through HTML, CSS, and JavaScript.
Footage, images, assets, SVGs can all sit on top of HTML."
📌 As an example, see how you can make a product video from any website URL here: https://www.youtube.com/watch?v=iqb5Rd6KKr8&t=230s
Peter Yang: "I've spent $30K on a launch video, now you can make one with code."
Here's my new episode with @liu8in and @JakeFromHeyGen, where they shared their 5-step playbook for using HyperFrames to make professional launch videos in Codex and Claude Code:
1. Gather video assets and

Donald Trump will go down in history as the only US President to be outwitted by a single-celled organism.

The MCP debate last November at AIE Code was a ton of fun. Does anything feel worth debating at @aiDotEngineer WF?
Last time this came together in under a week… So if you want it let’s do it. What should we debate?
Insecure Agents Podcast: The MCP Debate is going down this Thursday at 2:30pm @aiDotEngineer CODE
@dexhorthy challenges MCP, @ianlivingstone defends
Is MCP
> a bad protocol
> rotting the context window
> really the best way to do tool calls
Find out Thursday!

When you get your army of AI agents working right, you really do feel like Mickey in the Sorcerer's Apprentice.

Absolutely insane revelations about Tulsi Gabbard.
Throughout her public life, she's been a puppet for a Hindu cult.
Washington Post got access to 25,000 pages of documents including directives from Tulsi Gabbard's cult leader telling her which policy positions to take and how to present herself throughout her career.
It matches her record in Congress. At one point, she was instructed to say "It’s not a ‘boohoo, I don’t get to go to the party’ situation, Wolf" during a CNN interview, and used that exact phrase. This is one of several examples of her taking direct orders about what to say on TV. They told her what to tweet about too.
The cult set up fake accounts to boost her on social media. Gabbard was aware, at one point telling them to add a photo to a profile.
An email records a phone call where she was yelled at, but Tulsi is reminded at the end that "we still love you."
This woman was always a freak, which is why she ended up in the MAGA coalition. Anti-vaxxers, criminals, racist, and a woman in a weird cult all end up as allies. Trumpism is Kakistocracy.

Step 1: Remove filters in Reflecting Pool because Obama put them in.
Step 2: Give your criminal neighbor who runs "Greenwater Services" a $20 million no-bid contract to paint the pool.
Step 3: Fill the pool with water from the Potomac River, the phosphates from which cause algae blooms.
Step 4: Freshly sealed pool and extreme heat result in a super scum event
Step 5: Direct National Park Service to dump hydrogen peroxide into the pool which causes the paint to peel.
Step 5: Deploy US National Guard to stop people from taking photos of the swamp as a perfect metaphor for the administration.
Step 6: Blame someone else.

🚨🚨🚨A standing ovation for the Washington Post, @wapo . 👏👏👏
You spent a full year investigating whether America's Director of National Intelligence, the woman with access to every classified secret this country has, was being directed by a cult leader who got busted for pyramid schemes in multiple countries.
And you held it until she resigned?
This same cult leader, Chris Butler, has his sect directly tied to QI Group (QNET), a Hong Kong-based company with operations across Asia, Africa, and the Middle East.
So the real question: Which countries now have access to our national intelligence? Which of our spy names are compromised?
And let's not forget, this is the same Tulsi Gabbard who used her position to do a coordinated hit job on Dr. Fauci, a man who spent his entire life saving Americans.
Imagine if this story dropped while she still had her hands on our nation's secrets.
Our press and mainstream media are failing us at every level.
https://www.mediaite.com/media/news/tulsi-gabbards-entire-career-was-guided-by-an-eccentric-religious-leader-she-once-called-her-guru-wild-washington-post-story-suggests

I was 37 when I started YC. It changed my company and my life.
I’m sharing that because a lot of founders quietly think they missed their window. Too old, too settled, should’ve done it at 25.
You haven’t missed it. The experience you think makes you late is often what lets you build.