pod link and more ctx
pod 链接以及更多 ctx（上下文）
btw we did a bake off of Exa vs competitors and it took all of 1.5 hrs for the team to unanimously converge on exa lol. so proud to see my former landlords crush it - time travel back to last year and listen to a pre pmf @WilliamBryk to understand how to spot companies on a generational tear
顺便说一句，我们把 Exa 和竞品做了一轮 bake-off（对比测试），整个团队只花了 1.5 小时就一致认定 Exa 胜出，lol。很自豪看到我以前的房东们大杀四方——把时间倒回去年，去听听 pre pmf（达到 product-market fit 之前）的 @WilliamBryk，你就会明白该如何识别那种正在经历代际级爆发的公司
very belated but in retrospect i think @sama's mythical "build a business that gets better when models get better" is basically what I called Agent Labs here. seeing a very direct correlation with model performance and agent lab revenue, discontinuity in Q4 2025 (clip from @patrickc's stripe sessions)
虽然现在说已经晚了很多，但事后看，我觉得 @sama 那句近乎神话般的话——“build a business that gets better when models get better”——基本上就是我在这里所说的 Agent Labs。我看到 model（模型）性能和 agent lab 营收之间存在非常直接的相关性，并且在 2025 年 Q4 出现了不连续跃迁（摘自 @patrickc 的 stripe sessions）