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Re-Founding Incumbents for the AI Era with Sequence Holdings Co-Founder and CEO Michael Lee
No Priors · 2026-09-24
Speaker 1 | 00:00 - 00:25
Every company on the planet has a celebrated persona. In a world where you believe that alpha comes from engineering and AI, you need to create a culture whereby the celebrated persona is the engineer, and that’s what’s required. You think about your typical investment in a fund, and you’re typically trying to figure out how do we start to package to sell this thing in three That is just a very different framing for how we think about technological transformation and what what are the investments you’re willing to bring to bear here. What we do is scarce. We’re trying…
🐦 X/Twitter 热点
Thibault Sottiaux (@thsottiaux)
- Over the next 28 days, each day we’ll either ship one thing that is a clear improvement and relevant for most codex/work users or ship a full reset. Let the improvements begin. [20724 ❤️ 1140 🔄]
Peter Yang (@petergyang)
- I’m glad OpenAI is focusing on simplifying ChatGPT because it has become a mess (sorry).
Here’s a clip from my dots review about this. What I’d simplify:
- Work vs. Codex
- Spaces vs. Pages vs. Sites
- The model and effort picker
Probably alot more
My hot take is that the whole Work launch was a mistake. Just like Claude folded Cowork back into Chat, I don’t think Work needs its own brand.
Anyway, excited to see my primary harness get much better.
📌 See my full dots review here: [67 ❤️ 2 🔄]
- I asked Sam, co-founder of @meetgranola, how he feels about people skipping his UI and instead just using the MCP to get the job done.
Here’s what he said:
“There’s definitely a pang of sadness to that as a UI designer.
We fought it for a while. We were like, no, we really need to keep everybody in the Granola UI for everything.
But as soon as you become a big enough enterprise, it’s inevitable you have all of this internal tooling. If Granola doesn’t play nice with that internal tooling, then it’s a non-starter.
At this point we’re at peace with the fact that for a bunch of workflows, the best way to use Granola is to capture the context, then use it through your internal agent.”
📌 Watch the full episode here: [77 ❤️ 2 🔄]
- “The easier it gets to build stuff, the more it matters to really sweat the details and go the extra mile.”
From Sam, co-founder of @meetgranola:
“One, you’ve got to build something interesting. Two, [most people] get to version one and push it out the door.
Instead, hold yourself accountable, not just to shipping something, but to answering: Does the person actually get daily value out of it?”
📌 Watch the full episode here: [25 ❤️]
Guillermo Rauch (@rauchg)
- It’s hard to fathom getting even faster, but it’s now… much faster 😂
As models speed up (as with Astra 𝚞𝚕𝚝𝚛𝚊𝚏𝚊𝚜𝚝), harness overhead matters more and more.
Next release will feature even better performance for session storage and retrieval, and a big unlock for cloud durability in libfx. [202 ❤️ 7 🔄]
- DHH is fundamentally right about Rust. For context, Vercel has been undergoing a Rust-ification (carcinization, technically 🦀) for a while.
One of the first projects we migrated was Turborepo, from Go to Rust¹. The migration completed, but the RoI was actually quite controversial internally.
While Rust was in our eyes better for low-level OS access, something crucial for a build system like Turbo, the human migration costs were very sustantive.
Go is very fast. It’s beautifully designed. It’s easy to iterate on. We were very conflicted about the migration, because it was humans writing the code, even if we knew Rust was a better choice.
The calculus has now changed. What’s “best for humans” is no longer necessarily “best for business”.
FWIW, it’s also quite unlikely that Rust is the end-all-be-all toolchain. I’m quite certain there’s greener pasture ahead, because Rust itself was designed before the ‘supersonic tsunami’ of agents hit.
¹ https://vercel.com/blog/how-turborepo-is-porting-from-go-to-rust [1918 ❤️ 87 🔄]
- Working on a new little project. The 𝚁𝙴𝙰𝙳𝙼𝙴 is fully written by hand, because it’s for human consumption. The documentation internals are AI English, because they’re for agents.
This little rule of thumb can make the world better. Blogs, tweets, READMEs: human communication. It’s not even about “em dashes” or lack thereof. It’s that it’s the story-telling moment where you want to connect with other humans through their words. [993 ❤️ 36 🔄]
Aaron Levie (@levie)
- We’re already starting to see what kind of new jobs AI is creating.
AI requires significant technical work and surrounding services to deploy into the economy. This means jobs for AI engineers that build applied AI products sold to (or within) enterprises, FDEs to deploy agents into companies, new services firms for deploying AI, and more.
And even the published stats of new jobs undercount all the existing jobs that are transitioning to new areas of AI work in an enterprise. Many prior data, research, and software jobs large enterprises are also being repositioned for working with AI.
Every bank, life sciences company, manufacturer, and even law firm is bringing on more technical talent -or repositioning existing roles- to help with agent deployment in their companies. It’s a lot easier to picture what AI can replace vs. what it creates until it starts happening. Now we’re seeing what this looks like. [565 ❤️ 63 🔄]
- This metric may tell us more about the business model of consumer AI than the state of AI. AI for consumers almost inevitably will be subsidized and monetized via commerce, ads, or purchases of devices and other services. This metric may level off lower than we think. [259 ❤️ 22 🔄]
Ryo Lu (@ryolu_)
- a bit more work later…
full bleed desktop + side dock
lil computer in your pocket [399 ❤️ 10 🔄]
Garry Tan (@garrytan)
- When everyone is building the same primitives it does speak to needs that will only intensify from here
And we will eventually converge on the correct OS [310 ❤️ 15 🔄]
Matt Turck (@mattturck)
- Still one aspect of AI that’s most poorly understood outside AI circles… “models are grown, not built” and we don’t really know how they work. Hence the urgent need for better interpretability – @eric_ho @GoodfireAI [5 ❤️ 1 🔄]
Zara Zhang (@zarazhangrui)
- The way Opus 5.5 just silently goes off to make something for 20+ minutes and comes back with a complete masterpiece [511 ❤️ 9 🔄]
- X profiles are replacing resumes [151 ❤️ 4 🔄]
- Currently reading [112 ❤️ 1 🔄]
Nikunj Kothari (@nikunj)
- Maybe I’m just old school, but I just can’t believe how people make investments over a Zoom call.. and sometimes by just meeting the CEO.
There’s so much alpha in meeting founders at their own office.
Besides “vibes”, you get to see what the energy of the office is like, how the coworkers react and work with each other, how the cofounders answer and complement each other, what the beta product releases look like, how they collaborate etc etc.
Yes, I get it there’s time pressure, and you often have to move fast. But even then I always ask to meet at offices for final meetings and founders often tell me I’m the only one that has ever asked.
What’s the point of calling them into your own conference room and parrot the same deck?? [104 ❤️]
Peter Steinberger (@steipete)
- bug fixes & performance improvements [484 ❤️ 6 🔄]
Dan Shipper (@danshipper)
- dot has become my primary interface to AI over the last few weeks.
my dot’s name is boo. he’s cute!
in a year, i bet i’ll still be interacting in this way with @ChatGPT—e.g. as an always-on persistent agent—but boo will have disappeared. it reminds me a lot of early OpenClaw days—we loved the little personality quirks of our Claws, but we dropped them as soon as there was something functionally more powerful available [114 ❤️ 4 🔄]
由 Follow Builders 自动生成 · 2026-10-05