Vaibhav Gupta

This is f*cking hilarious: TuSimple's pivot from self-driving trucks to AI animation and gaming! 🤖🎮 Right now, everyone’s betting on humanoid and general-purpose robotics startups. But after 5 years in self-driving tech and building Kopernikus Auto, here’s the reality: most humanoid robotics companies will be dead. In the self-driving world, we’ve only seen a few real winners: Tesla, Waymo, and Comma.ai. Why?  - Humanoid robotics isn’t a hardware problem; it’s a software problem. - You either have infinite data, cash, talent, or a clear use case—or you won’t make it, no matter how much you raise. From over 100 companies, almost all in self-driving tech are dead or miles away from profitability. ✨ Don’t get distracted by the appeal of humanoids. Focus on real problems you can actually solve. What are you focusing on? 👇

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LLM powered AI agents have been a hot topic this year. Inspired by John Yang's SWE-agent paper which framed agents as their own class of end users and showed a path to improving agent performance through agent-computer interfaces (ACI), I wanted to explore the parallels between AI agents and consumers. In my latest article, I lay out my vision of Web 4.0--a web characterized by AI operability and agentic markets, and how ACIs will enable these. Through examining some recent LLM research papers, I outline: - Why some AI agents are consumers - How AI agents being consumers is currently a problem - Why allowing AI agents to spend will lead to new economies and define Web 4.0 - Why agent-computer interfaces (ACI) is needed for Web 4.0 to come to life Check out the piece below and let me know your thoughts! Huge thanks to my friends Kevin Zhang, Hanyi . , Robin Huang, 🐙 Marc Mengler, Sheng Ho, Andrew Tan, Phillip An , Nadja Carina Reischel, and Luc de Leyritz for reviewing this piece and valuable suggestions! #AI #Agents #LLM #ACI #Web4

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~40% of Frec’s customers are engineers working in tech, many of whom expect frequent and large capital gains. They also prefer to self-manage their money, which makes Frec an ideal platform. Meet Evan: an engineering leader who upgraded from investing in ETFs to direct indexing. Direct indexing appealed to Evan because it offers comparable returns to his ETFs while saving him money on advisory and ETF fees. “ETFs are true and tested, and giving folks a different way of investing in the market while saving more money is really appealing.” He’s used many other robo-advisors and other fintech tools, but “Frec seems to maximize tax loss harvesting opportunities better than any other product that I’ve used.” He also likes Frec's transparent fee structure.  “I feel like with a lot of other companies, that’s muddled in with the cost of investments,” he told us, “and you don’t really know how much you’re paying or how much you’re not saving as a result. I think Frec does a really good job of laying all of that out and giving you a true understanding of the cost of these investment products.” Read more about his Frec journey here ⬇

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