am really glad technology is now synonymous with the city of San Francisco. it used to be that you had to live in the soul crushing suburbs of the south bay fka silicon valley . I spent one summer down there as an intern and considered finding a new career path

Mega bullish for $CRCL. Tether is valued near $500B, while Circle is only $30B.​ Enormous upside & arbitrage when (not if) Circle bridges the gap as regulation favors US-based stable and USDC transaction volume increases ten-fold.

Beautiful morning in the Santa Cruz mountains yesterday. The Bay Area really is something else

Honeymoon phase? Honeymoon life.

Exciting news. Pantheon is now backed by @LAUNCH We’re building your personal AI that answers in your voice, with receipts. Thanks @Jason + team + Lukas. We're hiring ML / full-stack / design. Reach out at → dakshay@thepantheonai.com

Under-appreciated: the massive leverage agents will give you when you break out of role silos. PMs who understand eng, UX, GTM can suddenly orchestrate end-to-end. Agents handle execution, but your product will win only if you have sound judgment across strategy, design &

Ray Dalio’s reply on Reddit when asked what’s the most important decision you can make

What a time to be working on healthcare AI

Need a time machine so I can go back and visit this version of San Francisco

If you're not building a mini startup with Nano Banana today and launching it tomorrow, you're missing the opportunity of a lifetime This image model just made 100s of new startups and apps possible Only limit is your creativity and how fast you can ship a user interface and

RIP SaaS

something i had to learn when i was younger was that a lot of people are just terrible at reaching out or planning everything and you shouldn't take it personally that you have to be the one doing most of the work to maintain the relationship, however there's a corollary to this.

The metric that changed how I think about growth: 90-day contribution margin per customer. Most brands track LTV as revenue. Smart brands evolved to track actual contribution. It's the difference between growing and growing profitably. When you calculate (Revenue - COGS -

my youngest ambitious friends suffer from something I can only describe as the expendability curse the devastation realization that the universe might not need you. ambition is the first narcotic. you chase the next title, the next gold star, the next fucking plaque on a wall,

Fun fact: in SF, banks warn apartment buildings not to lease from too many people from the same startup…in case it goes under

Tangentially related is this very classic Steve Jobs story

Kingdoms are built on customers, not capital..

AI is rotting people's brains faster than TikTok, here's the antidote:

I’m convinced that everyone should take a big swing at some point in their life and experience what it’s like to truly go all in on a meaningful pursuit otherwise they grow bitter with age.

If you're building an AI agent to automate some job, like a payroll specialist, the hardcore move is to just go get that job and do it for a while. We call this "going undercover", and we're seeing more of the top founders do it. It's the best way to learn what to build.