You can vibe-code software, but you can’t vibecode a relationship. Affirm CEO @mlevchin explains that while AI makes software cheaper and faster to build, creating real, cash-flow-producing businesses still depends on trust, partners, and scale that can’t be automated: "AI

@WillManidis at the top of his game. What’s baffling to me about this discussion is that we somehow assume that this end game is worth having, is the solution to the ontological problem. The world’s greatest founder tweets about how success and wealth don’t bring happiness. But

imagine if google hadn’t flinched & kept boston dynamics which they had bought for cheap in 2013, you’d basically have: - perception layer (search, maps, vision) - cognition layer (deepmind) - embodiment layer (bd robots & waymo) - distribution (android, chrome, cloud) - capital

So well done - awesome work @julianweisser!

6 months in Huntsville → our first full-scale prototype built and tested. Full-scale components. Real temperatures. Real pressures. Real data shaping the reactor we’ll take critical in 2026.

if elon had stayed latched to openai, he’d literally own the entire stack of the post industrial economy: - cognition (openai) - locomotion (tesla) - exploration (spacex) - connection (starlink) - communication (x) that’s not a fucking portfolio, that’s the goddamn

As you scroll, remember that 99.99% of what you see will be forgotten to history. Invest in things that stand the test of time.

"You get paid for being right first, and to be first, you can’t wait for consensus." @naval

LFG @jordanbramble

why not 100x?

Try to build startups in trillion dollar markets. If you look at the US, the trillion-dollar-plus GDP sectors are basically finance, healthcare, education, transportation, defense, agriculture, energy, construction, and manufacturing. Twenty years ago, most people did startups

Lots of discussion about Musk’s IQ and I tend to agree he’s in the 135-145 range. He isn’t a super astrophysicist brain or anything. He has a good enough understanding of the physics to think about what is and isn’t possible. He has two extraordinary skills though:

elon has a defacto monopoly on: - ubering to space & back. - global connectivity. - ev charging. basically he unilaterally holds the most valuable utilities rn & no one is even remotely close. this is master class on how you play monopoly.

The biggest swings require a different approach. The @rabois approach. https://t.co/KUkLCHFNst

While NVIDIA added ~$250B market cap overnight, they’ve been making moves in AI for a while In 2016, CEO Jensen Huang, hand-delivered the world's 1st AI supercomputer - DGX-1 - to Elon Musk It took 3,000 people working for three years to make the product - costing $2 billion

ChatGPT makes it clear why building respected skills / knowledge is the most important thing in one’s career @eriktorenberg’s career flywheels as prescient as ever

Made this list of creators that meme'd themselves into existence Who am I missing?

A good hack to dominate a niche: Ask - does the connective tissue exist? Is there a someone at the center of the community? If not, make it you. Start a podcast. Interview everyone in the space I call it the @HarryStebbings Playbook. He did it for VC. Now biz flows through him

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