Ep 124: Vibe Coding Examples Are Rigged. Lessons From UK Accellorator.

Don, Aaron and Jack unpack a big week in venture, AI and building companies.

• Lessons from the new UK accelerator: the cohort lands in London with the aha moments pre-loaded, and why the old one-week mission format is probably dead (100+ founders through, $140M raised, five exits).
• Pitch prep in the AI era: getting a 12-minute pitch down to three, and founders live-editing their decks with Claude as feedback rolls in.
• Vibe coding examples are rigged: the $600K Salesforce replacement story, Abraham Wald's bomber armor lesson in survivorship bias, and MIT's finding that 95% of enterprise AI pilots delivered zero measurable P&L impact.
• Inside Tribe's agent stack: a NanoClaw server running Reel, Posty and Mishy, agents that cut social reels from mission footage, push content to LinkedIn and answer mission logistics in Slack (while refusing to build beer scoreboards).
• Granola everywhere: piping every call into Obsidian, Asana and Airtable, plus Don building his own Kinso instead of waiting on a 28,000-person waitlist.
• Capital gains tax changes meet a Cambrian explosion of competitors: why Tribe expects fewer deals with bigger cheques, and a coming world of great little businesses that are not venture.
• Don runs a Claude training for the family office: 90 draining minutes, then the "holy fuck" messages start arriving the next day.
• Themes of the week: prompt anxiety at the boarding gate, why founders have to lean into AI themselves, and the unteachable lesson that without your health and relationships you have nothing.

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