If GPT-5 was this fast and roughly the same quality as o3 it would still be a step function improvement. Fast cycle times change everything.

Figma thoughts: Worse is better entry point: Figma wasn't as good as desktop tools for a while, but eliminated sharing / versioning pain. Virality / Business Model Fit: Free viewer seats drive expansion. Network Effects: Once the CEO is in Figma, it's not going anywhere.

Some news: I’m joining a16z @speedrun as a Visiting Partner. Two years ago @andrewchen and I took a walk through the hills of San Francisco. He sketched a new idea: speedrun, a 12‑week program for founders at the intersection of technology and entertainment to build, ship, iterate, and grow. I walked away thinking “this is exactly what I want to do”: work alongside creative founders on their critical early problems and help build a venture product that’s more than just a check. At Pixar and Zynga I saw the magic when tech and art collide. AI now unlocks a whole new era of creative possibilities. At Slack, Instacart, Reforge, and advising early‑stage teams, I learned how early decisions compound: picking the right customer, the right business model, the right growth loops, the right people. Having experienced partners in your corner is a real accelerator. Some areas I’m excited to explore: • AI tools that make creative work feel like play • AI workflows that level‑up small businesses • APIs and tools that unlock autonomous agents • Collaboration software that uses AI in novel ways If you’re building at the edge of AI, creativity, or entertainment, follow us at @speedrun, applications are opening soon for SR006. Can’t wait to get started with the founders and the speedrun crew and see what we can build together.

Some news: I’m joining a16z @speedrun as a Visiting Partner. Two years ago @andrewchen and I took a walk through the hills of San Francisco. He sketched a new idea: speedrun, a 12‑week program for founders at the intersection of technology and entertainment to build, ship, iterate, and grow. I walked away thinking “this is exactly what I want to do”: work alongside creative founders on their critical early problems and help build a venture product that’s more than just a check. At Pixar and Zynga I saw the magic when tech and art collide. AI now unlocks a whole new era of creative possibilities. At Slack, Instacart, Reforge, and advising early‑stage teams, I learned how early decisions compound: picking the right customer, the right business model, the right growth loops, the right people. Having experienced partners in your corner is a real accelerator. Some areas I’m excited to explore: • AI tools that make creative work feel like play • AI workflows that level‑up small businesses • APIs and tools that unlock autonomous agents • Collaboration software that uses AI in novel ways If you’re building at the edge of AI, creativity, or entertainment, follow us at @speedrun, applications are opening soon for SR006. Can’t wait to get started with the founders and the speedrun crew and see what we can build together.

I think there will be a new set of API-first companies built explicitly for Agent interactions. What are the things that are hard for Agents to do today b/c no simple API for them exists? Operators taking control of your computer won't be the main interaction mode going forward.