Oct 4, 2026 · 17 min · 9 segments
Fun, and challenging, to be back at the technology frontier. But it’s the real deal. LLMs blew the old paradigm away the minute Jeff Dean published his initial work; the Satoshi white paper is…
David SeamanHostKayGuest
Yeah, let's, let's, uh, let's step back and explain to people what we're talking about.
And, uh, here with this software, I feel like we've gone to where the hockey puck is going and that all these people are buying high-end AI PCs at Micro Center and Best Buy and stuff to the point where we're seeing on social media they're being completely sold out.
Uh, but basically people cannot even buy these AI rigs that they want to buy because they're so popular.
And then when you get one, I feel like there's this gap where there's not much to do on it, and that's where we come in.
Exactly.
It's not about the compute anymore.
It's about what happens once you have that compute on your desk.
Braid is a way to make those boxes feel social, functional, alive, not just a GPU space heater.
And that's the missed opportunity.
Investors chase model scale, but the real user need is orchestration and continuity.
You're betting that people who already own rigs will need connective tissue more than another chatbot.
So A sixteen Z and YC and other incubators in Silicon Valley, they have, I think, the board layered pretty well.
The craps table is layered properly in terms of the first-order effects and, like, people buying new hardware.
But then when it comes to second-order effects, what do you do with that hardware? That's where there's not much out there yet.
And so that's where I, that's where I meant that, uh, these, these funds are kind of blind.
But, uh, how does that translate to TikTok, for example, what Kay does? I feel like that's also kind of machine learning and algorithms.
Good connection.
Braid's ethos is almost the inverse.
Yeah, let's, let's, uh, let's step back and explain to people what we're talking about.
And, uh, here with this software, I feel like we've gone to where the hockey puck is going and that all these people are buying high-end AI PCs at Micro Center and Best Buy and stuff to the point where we're seeing on social media they're being completely sold out.
Uh, but basically people cannot even buy these AI rigs that they want to buy because they're so popular.
And then when you get one, I feel like there's this gap where there's not much to do on it, and that's where we come in.
Exactly.
It's not about the compute anymore.
It's about what happens once you have that compute on your desk.
Braid is a way to make those boxes feel social, functional, alive, not just a GPU space heater.
And that's the missed opportunity.
Investors chase model scale, but the real user need is orchestration and continuity.
You're betting that people who already own rigs will need connective tissue more than another chatbot.
So A sixteen Z and YC and other incubators in Silicon Valley, they have, I think, the board layered pretty well.
The craps table is layered properly in terms of the first-order effects and, like, people buying new hardware.
But then when it comes to second-order effects, what do you do with that hardware? That's where there's not much out there yet.
And so that's where I, that's where I meant that, uh, these, these funds are kind of blind.
But, uh, how does that translate to TikTok, for example, what Kay does? I feel like that's also kind of machine learning and algorithms.
Good connection.
Braid's ethos is almost the inverse.
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