I already made that point, but one of the best things about writing, and one of the main reasons I do it, is that it forces you to sort out your own thoughts about a topic. I've never written about anything without learning something new or changing my mind about something.

"Epistemic arrogance is baked in to the culture of Silicon Valley [. ] particularly striking about this arrogance at this moment, though, is the extent to which it’s also baked into--and reinforced by--the L.L.M.-based chatbots now driving billions of dollars of investment."

With $FIG we have another massive "POP" highlighting the gross inefficiency in the modern IPO process. It's very simple. They REFUSE to match supply/demand (that happened today). They brag about the mis-match - "30X oversubscribed." The outcome is expected & fully intentional.

"They don't think I sound crazy, because they know."

𝗔𝗯𝘀𝗼𝗹𝘂𝘁𝗲 𝗰𝗵𝗲𝘀𝘀 𝗴𝗶𝗯𝗯𝗲𝗿𝗶𝘀𝗵 𝘁𝗵𝗮𝘁 𝗶𝗹𝗹𝘂𝘀𝘁𝗿𝗮𝘁𝗲𝘀 𝗵𝗼𝘄 𝗳𝗮𝗿 𝗟𝗟𝗠𝘀 𝗮𝗿𝗲 𝗳𝗿𝗼𝗺 𝗯𝗲𝗶𝗻𝗴 𝗔𝗚𝗜 . I asked a slightly unusual question (“Create a chess position in which white has 3 queens but will lose on the next move”) and the system

Apple's loss in court is immediately opening up a whole new world for app developers. Entire business models were impossible under the old 30% regime. Look at this beautifully simply flow from Stripe! IAP might still have a place, but for many, taking payments on the web is 👌.