ykevinzhang

• ykevinzhang 18 May 2026 6:38 UTC

  2 points

  1

  in reply to: Gavin Runeblade’s comment on: Vibe Ex­cel and the Fu­ture of White-Col­lar Work

  Love both these points. Argument can also be made for training new talent (managers /​ ICs will eventually retire as well)

Vibe Ex­cel and the Fu­ture of White-Col­lar Work

The SaaS Blood­bath: the Op­por­tu­ni­ties and Per­ils for Investors

• ykevinzhang 8 Dec 2025 7:18 UTC

  1 point

  0

  in reply to: Vladimir_Nesov’s comment on: Power Over­whelming: dis­sect­ing the $1.5T AI rev­enue shortfall

  Very good point here—being able to back out does make the capex look less scary.

Power Over­whelming: dis­sect­ing the $1.5T AI rev­enue shortfall

• ykevinzhang 21 Aug 2025 3:32 UTC

  1 point

  0

  in reply to: Vladimir_Nesov’s comment on: Cap­i­tal and Industry

  Really thoughtful and super agree!

Cap­i­tal and Industry

• ykevinzhang 26 Jun 2025 2:36 UTC

  1 point

  0

  in reply to: AnthonyC’s comment on: Fron­tier AI Labs: the Call Op­tion to AGI

  To Anthropic’s credit they seem to have backtracked for now (re. Windsurf). I think over time it’ll more be that foundation models end up building more first party apps, putting them directly in competition with app developers. I don’t think API revenues can justify even current day valuations for frontier AI labs so they have to go there.

Fron­tier AI Labs: the Call Op­tion to AGI