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vanuatu

325 karma · joined May 5, 2026

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vanuatu··on The value of employee equity depends a lot on volatility
you can get 1% as a founding eng at seed, and its not uncommon for a 5 at 50 seed

dilution is also dependent on the opex, founder negotiating power, and growth of the company. There are startups raising monster rounds at <5% dilution a round

If you are an employee however and your co is raising highly diluted rounds with poor growth probably best to jump ship

vanuatu··on The Coming Enshittification of AI
For now!

Even if not, there's pricing pressure between chat, gemini, and claude. The products seem to be comparable for laypeople which is why OpenAI has been investing a ton in their memory feature to try to lock in users

vanuatu··on The Coming Enshittification of AI
It's unclear to me how this will play out because LLMs don't have the same network / platform effects as the other examples (Uber / Facebook), nor is there one dominant LLM that is overwhelmingly better than the competition for consumers (Google). There's overwhelming competition from the open source cheap models especially for the lower-mid intelligence use cases
vanuatu··on The early hiring funnel is now breaking on both ends
not very often which is why its zero signal

in rare occasions it might go the other way around, like someone who has so much experience they dont need a pretty resume because their work speaks for itself

New grads are the biggest offenders of the resume slop

vanuatu··on The early hiring funnel is now breaking on both ends
as someone who has done 100+ first round interviews for SWE, including new grad

zero signal: resume & cover letter. applicants will mass-apply with ai-tuned resumes that happen to perfectly match our listing

medium signal: top 15 school / top N internship experience / built something with paying users

highest signal: personal referrals

vanuatu··on The early hiring funnel is now breaking on both ends
+1, referred candidates at my company perform way better in interviews and on the job compared to cold applicants
vanuatu··on Ask HN: Are people optimistic about the future?
I'm very optimistic. I think most diseases being cured, extended lifespans, physical abundance, and zero poverty are within reach in our lifespan, due to technology.

I think humans will be about the same in terms of happiness, due to how quickly to acclimate to our situation. But they'll look back on us with shock at how we ever lived like this!

vanuatu··on The value of employee equity depends a lot on volatility
the article takes this into account with EV

obviously vol is not the end all be all but one of your main advantages as a startup employee is access to the insider info and being able to walk away

vanuatu··on Sixty percent of US consumers say 'AI' in brand messaging is a turnoff
its not imagined, its already happening at scale in f500, the companies they work with to do this are going vertical
vanuatu··on Only 16 Percent of Americans Think AI Will Have a Positive Impact on Society
the govt helped lift many, many millions out of poverty since opening to the rest of the world?
vanuatu··on AI demands more engineering discipline. Not less
its pretty easy to point your terminal agent to your giant pr and ask it to break it up into small prs

if youre being asked to rubberstamp prs thats a management skill issue

vanuatu··on Only 16 Percent of Americans Think AI Will Have a Positive Impact on Society
but we trust the stat that 16 pct of americans have a positive view?
vanuatu··on Only 16 Percent of Americans Think AI Will Have a Positive Impact on Society
an article on one person? cmon

it seems like Chinese people have much more faith in their govt than Western countries, and subsequently trust them more in distributing the benefits of AI (in aggregate ofc)

vanuatu··on AI will lead to labor shortages, Bezos says in optimistic talk
Yeah, a shortage implies that the price of labor rises a lot

Not unimaginable, given that the bottlenecks seem to be concentrating on high-level direction, relational work, and expert verification

vanuatu··on Only 16 Percent of Americans Think AI Will Have a Positive Impact on Society
It's interesting that many developing and Asian countries have a more positive view of AI: https://www.politico.com/news/2026/06/15/people-around-the-w...

How much of this is due to AI vs. the government and corporate structures in society? (Saw elsewhere that Chinese people were also much more optimistic)

vanuatu··on Sixty percent of US consumers say 'AI' in brand messaging is a turnoff
The frontier companies are building agents to automate work end to end (i.e. with decision power)

The tech takes a while to diffuse like any other but I think call centers don't have a great outlook

vanuatu··on Sixty percent of US consumers say 'AI' in brand messaging is a turnoff
While I agree that AI is more salient, I feel like there was a ton of press about the "Algorithm" especially around social media and content, which is essentially "ML"
vanuatu··on Sixty percent of US consumers say 'AI' in brand messaging is a turnoff
can you blame them? nondeterministic products have resulted in some of the most successful businesses of All Time (tiktok, reels, google search, product recommendations)
vanuatu··on Is Meta destroying its engineering organization?
Computer use
vanuatu··on Is Meta destroying its engineering organization?
unironically if those engineers were considered to be 'bloat' its better to have them label data because they are smarter and vetted

basically a soft layoff

vanuatu··on Is Meta destroying its engineering organization?
"It’s literally the gulag" - okay this was a funny comment

its unclear to me why they need their model to be the best at coding (maybe to build an internal technical moat?)

vanuatu··on Is Meta destroying its engineering organization?
its fantasy

scale ai's value prop was catching people like this

vanuatu··on SpaceX to buy Cursor for $60B
dont think the value of btc comes from its utility anymore

stables are much better for transactions anyway

vanuatu··on SpaceX to buy Cursor for $60B
its for the distribution, talent, proprietary data. spacex has the compute, and elon wants to win in AI.
vanuatu··on Salesforce to Acquire Fin (formerly Intercom) for $3.6B
tech forward f500 is possible (but.. even anthropic used fin)

most f500s are going to outsource. i think sierra is already at 40% of the f50? and each of those deals they have to compete against teams of inhouse engineers and convince execs to buy instead of build

the reality is agents at scale is a hard problem and most f500 engineers are not equipped to solve it

vanuatu··on Salesforce to Acquire Fin (formerly Intercom) for $3.6B
hmm not sure if that would hold up in court. i was thinking of this case: https://www.bbc.com/travel/article/20240222-air-canada-chatb...

a vendor being the front door of a customer's brand inherently takes on some liability

thanks for the source though i wasnt aware of that

vanuatu··on Salesforce to Acquire Fin (formerly Intercom) for $3.6B
yes, it counts as unresolved
vanuatu··on Salesforce to Acquire Fin (formerly Intercom) for $3.6B
personal info

maybe will be public soon with earnings calls? We’ll see!

vanuatu··on Salesforce to Acquire Fin (formerly Intercom) for $3.6B
An agent is self serve. Even better because they can disambiguate intent at the top level

The average person gets frustrated with finding instructions and forms, they just wanna say “give me a refund” and an agent can execute it autonomously

vanuatu··on Salesforce to Acquire Fin (formerly Intercom) for $3.6B
its very hard for most businesses, especially large ones, to build good agents (not the kind that does rag on a faq) that complete actions autonomously and cannot be jailbroken

demand for ai support vendors is going vertical this year

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