In ten years Google has gone from $400B market cap to $400B revenue 🤯

As a longtime fan of interview-based business podcasts it’s interesting to me that recently I have new favorite hosts: @jaltma & @collision. The conversations are so much better: deeper, more interesting. I think it’s that they are players and students of the game, know the

When I first met Henrik I was blown away by the clarity of his vision and his relentless execution. Excited to be involved.

One of the most impressive teams I’ve met. A great example of the power of original thought + listening to users. Congrats Whatnot!

I’ve been long $amzn for a long time but am tempted to sell. Jassy is clearly not operating in founder mode or making big bets. They definitely have a lot of fat to cut but it seems like that’s the only leverage being pulled. $msft and $goog have become true cloud competitors and

Pretty sound plan to loosen up the rent market tbqh

.@romeovdean and I wrote a blog post to teach ourselves about the AI buildout. We were surprised by some of the things we learned: 1. There’s a huge fab CapEx overhang - with a single year of earnings in 2025, Nvidia could cover the last 3 years of TSMC’s ENTIRE CapEx. In 2025,

The YC community is better than I ever could’ve imagined. People love to shit on YC and act like we’re all like the loudest among us online, but thats not representative of the group. The willingness to help each other and the immediate connection when you meet another YC

Fuck ARR what’s your EBITDA

@HarryStebbings @ycombinator @garrytan @t_blom @a16z @martin_casado @kirbyman01 @seema_amble not enough people are talking about @sdianahu Reducto, David AI, Salient… all crushing it

Was blown away by the team and execution of Dedalus, check them out if you are a serious developer of agents.

Original idea for a name for AI was: “Computational Intelligence” later abandoned for “artificial intelligence” I wish it had stayed as CI This would have avoided so many misunderstandings we have today about AI

Wow nice work @stevehind and https://t.co/p6zDWELXe0, go go Xtripe mafia!

GLP-1

Sora 2 feature request @sama @kevinweil please let me setup my children for cameo. It would be soooooo fun :)

Excited to be involved, @ianwong_ and co are building the next generation platform for leadership and finance teams. Seattle/Bellevue-friends check out their Careers page.

Sora 2 Cameos are a great example of why Google can't win Consumer AI (Cameos lets you use a friend's likeness in an AI video). The Xoogler in me cringes in anticipation of the million reviews that would prevent that from ever shipping.

Basically, blue-state progressives have convinced themselves that Black people are innately ineducable, and then talk a lot of bullshit about why it's actually antiracist to think that. While centrists in red states are just making sure Black people get a good education.

I wish we didn’t call AI “Artificial Intelligence.” It makes the already hard employment/skilling problem worse by personifying it. Vs wow software can now do a lot of new valuable stuff it could never do before.

I hate hate hate hate hate hate hate hate slack threads on desktop. It is insanity that I cannot set it to only mark as read manually (like on mobile). AFAICT it is impossible to have any workflow to reliable read, review, and close out threads. I am constantly accidentally