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Anthropic CEO Dario Amodei has said it’s important to talk about the potential dangers of AI. “If we don't, then you could end up in the world of the cigarette companies, or the opioid companies, where they knew there were dangers, and they didn't talk about them, and certainly

Full LP letter as PDF (link here) https://t.co/faTCopwHNE

Funny how OpenAI might have saved Google. At a party, an OpenAI guy named Dan challenged Sergey: “What are you doing? This is the greatest transformative moment in computer science,” and Sergey went right back into founder mode. Googlers probably love Dan. Sam probably not lol.

New tech, new moats. For the past 2 decades, the best moats were built on external forces: network effects & economies of scale. Cognition is different. It doesn't depend on one massive external system; it's about millions of microsystems—one per user.

Eleven continues to be a rare breed of products that appeal to the trifecta - enterprise, startup and consumers! (cc: @brexHQ & @shaig)

Here it is: https://t.co/CzDIHgJuGp Guest post by @stefanobernardi with a colorful table on fund concentration.

My Startup Banking team in NYC is hiring for a VP! If you’re interested in joining a great team, reach out! https://t.co/ncUv0EgCKg

That might have been the best inning in baseball history

The AI flippening.

running a nyc gp search has been a reminder of how far the ecosystem has come. oai, cursor, thrive all in soho, flatiron still a gem for tech. city feels white hot right now. 6x growth in active vc firms since 2010 (2+ direct seed or series a investments) isn’t just noise, it’s

Shrimp: *just existing* Walmart:

On top of volume falling due to the “one answer” desire of the user, the revenue per query will fall dramatically. This the part people don’t fully grok. Affiliate fees are 5% or less. CAC marketing fees can be 50-150% of revenue. We are moving to an affiliate fee world.

the optimal startup team in 2025 is 5 people. 1 engineer. 1 designer. 1 product lead. 1 growth lead. 1 ops person that's it. the engineer starts the day in Cursor. they paste in a product idea, and Cursor instantly generates the scaffolding. they edit inline with AI, refactor

"Can a celebrity really make a brand successful?" The short answer? Not without the right business fundamentals. Sharif Hamid, Head of Endeavor/WME Talent Venture joins Margin Talks to reveal what brands get wrong about celebrity-backed businesses: Overestimating demand and

What product has had the biggest impact on your life or work in the last 6 months?

these are ice cream sandwiches?!!! omg ‼️❤️ 🥹

We’re #Hiring! My Startup Banking NYC team at JP Morgan is expanding and we’re looking for individuals interested in #startups #venture #banking. Reach out if interested and apply here! https://t.co/Zhluq63ngu

David Protein did $186k in revenue on TikTok Shop in its 1st 30 days. It was a perfect affiliate rollout strategy. Here's what they did:

For CPG brands, VELOCITY > DISTRIBUTION, yet so many brands prioritize the opposite. Some jargon explained: Velocity = the rate of sale of a SKU in a given store SKU = stock keeping unit, which is a very specific product, variety, pack and size identified by a UPC UPC =