Wednesday, May 20, 2026

.@MartinShkreli says photonic computing's "time is coming" - "it's a pretty insane speedup versus GPUs." "It's kind of like quantum's ugly little stepsister, but I think it's the belle of the ball." "Recently in Nature, and a few other preeminent journals, especially Chinese https://t.co/pCzVLtlVgj https://t.co/VBtGjpFLhG

.@MartinShkreli says photonic computing's "time is coming" - "it's a pretty insane speedup versus GPUs." "It's kind of like quantum's ugly little stepsister, but I think it's the belle of the ball." "Recently in Nature, and a few other preeminent journals, especially Chinese https://t.co/1Jw6Arefqr

.@a16z's @bhorowitz explains why @a16z just raised $15 billion: "Our first fund was $300 million... We thought $300 million was a lot, and people thought we were raising too big a fund in 2009. But now we've looked at the markets and said, 'How big is this market? And what kind https://t.co/VS3kYYhBte

Investor @bgurley: "If I were using cynical words, I'd say [venture capital] hijacked the growth years of early IPO companies." "Amazon went public below a billion in market cap. It's hard to fathom that today, with what we have going on here." https://t.co/EZB3A2pE6v

AngelList CEO @avlok says layered SPVs are banned by default from @ankurnagpal's new fund USVC, which allows anyone with at least $500 to invest in private companies such as SpaceX, Sierra, and Vercel: https://t.co/7GhUTIrvZm https://t.co/V1Sqc4HZo7

.@Collision is bullish on two types of people: high-agency individuals and double majors. "There are two categories of people I would be super bullish on right now and I think will do incredibly well over the next 10-20 years. First, high-agency people. The people at Stripe who https://t.co/bYOjLBp2pi

Paradigm co-founder @matthuang says allocating capital to Bitcoin and Ethereum in 2018 is a lot like investing in the AI sector today: "When we launched Paradigm in 2018, a lot of our thesis was that we knew crypto would expand massively. And then there was this open question — https://t.co/AKqFkJQ54D

.@zebulgar and @CGarrett_15 announce some of the initial guests and themes for the Hill & Valley Forum 2026: - @traestephens from Founders Fund - @vkhosla from Khosla Ventures - @bradlightcap from OpenAI - @ssankar from Palantir "There's going to be a strong biotechnology https://t.co/6GE6OpNWP2 https://t.co/hF3waSpLl9

Anthropic's @_sholtodouglas describes the concept of a software-only singularity: "It's one where the models are far better at digital tasks than they are at physical ones. And so we see rapid change in the digital world with models, and relatively little change in the physical https://t.co/LcS6J2Dobj

.@mcuban says he's not worried about AI doom scenarios related to robotics because AI "doesn't understand the consequences of its recommendations": "Right now, LLMs are basically bimodal: it’s almost all text and pictures, with some video. You can’t model the world with that." https://t.co/iUC5RgMIhC

TODAY ON TBPN: Robinhood's @vladtenev says he's heard the criticism that the company's new Platinum Card is "too coupon-y." "We're going to come back to them with something better ahead of rollout that fixes a lot of the concerns," he said. https://t.co/UWxeGz7eCM

BREAKING: After purchasing https://t.co/52aDd0GCeE for $70M, @kris says he was immediately offered $500M for the domain https://t.co/fqHydjRx9N

Ridge CEO @Seanfrank says he'd be willing to give OpenAI a 40% cut of his revenue for ad placement in GPT, because he's already giving 50% to Meta to sell his products. "The beauty of the Facebook ad product is that they figured out a way to take half of everybody's revenue." https://t.co/1ZNw3XIXyt

Meta's Moltbook acquisition is best viewed through the lens of the AI talent wars, says @johncoogan. Now Meta has two more AI product people who can work on skunkworks-like R&D to demonstrate killer use cases for new frontier models that Meta develops. https://t.co/sAlSldxeiS

Snap CEO @evanspiegel says they've invested $3B into AR glasses over 11 years. Compared to other firms that have already tried and failed in the space, he says Snap's long-term focus is a huge advantage. "The whole time, we've built a team of incredibly talented folks with a https://t.co/7XVHqO3gnJ

We asked @evanspiegel about how he pitches Snap to potential hires amidst the ongoing AI talent wars. "The most talented folks, they want to create the future, not copy the future." "The experts who are really deeply in [AR glasses] know that we're leading." https://t.co/32ZFTbauxD

Redpoint's @loganbartlett says AI has completely changed hiring—favoring people with unique backgrounds: "Agency might be the only thing that matters." "That's the thing that we are trying to figure out—where do you find pockets of people who still want to do the job https://t.co/ryYjCxL4yF

"Students have started to talk to their peers, who graduated a year before, and they're like, 'Oh shit, they don't have jobs.'" @JoannaStern says that college students' opinions about AI have only gotten more negative over the last year. "If you talk to any young person either https://t.co/Fylqd8x77T https://t.co/si6U4QxcFR

.@MartinShkreli is skeptical of the narrative that finance companies will rush to replace employees with AI. “If you become more productive at work, the company doesn’t say, ‘Oh, let’s get rid of you and save whatever amount of money.' They’re already making money with you https://t.co/RdRr5A20Ss

"There are people reporting 3-month pilots as ARR, and they're free pilots." "I was talking to an investor yesterday who sees that all the time from early-stage companies. Coming out of accelerators, saying they have a million ARR, and they look under the hood and it's just all https://t.co/8SrsrqT52x https://t.co/BkWUPFz0nZ

Google's @OfficialLoganK thinks Gemini 3 Flash vindicates the wrapper business model. "As a product builder, I don't think there's been a time in the history of building startups where you just get to show up one morning and somebody made your product 40% better, and saved you https://t.co/SLEkReZm5Z

The reaction to the OpenAI Greg Brockman video shows why the superintelligence narrative is bad for the AI industry. Compare AI to a rocket company that wants to go to Mars, like SpaceX. They're not saying, "We're racing toward this definitive moment, boots on the ground on https://t.co/WSSeBm97fH https://t.co/ueIWV85luE

Jordi on Demis saying Google doesn't plan to put ads in Gemini: It's easy for Demis to say they don't want to do ads when Google already has hundreds of billions of dollars in existing ad revenue through YouTube and search, funding everything they're doing. But OpenAI has to https://t.co/36EQfGt6fq https://t.co/e6SpwgeEZE

"The reality is, nobody's hiring." Marathon Founding Partner @gokulr reacts to the Block layoffs and predicts that over the next 18 months, every public company is going to have a 30%+ cut because of AI: "If they don’t, I question their leadership." https://t.co/9vTLTp3u8X

OpenAI has declared 'Code Red' multiple times, according recent Bloomberg reporting. Investors are alarmed. But the concern is purely the result of a comms issue. Because there's a phrase for when you want an entire team focusing on one particular project that isn't 'Code https://t.co/L2lqpgSZ26 https://t.co/pOssXUf9x6

After buying broadcast dotcom for $8,000 in 1997, @mcuban went on a domain name buying spree when he realized he could use simple URLs to route traffic to the site. As a result, he says he now owns democracy dotcom, baseball dotcom, mrpresident dotcom, sandwich dotcom, https://t.co/shnF9ZJcJN

NEWS: https://t.co/qRdLbNURdi founder @kris says their Super Bowl ad generated 300,000 signups on the site https://t.co/uY9ohyHRtL

Sierra co-founder @btaylor says the era of web apps is over: "We made these databases, these systems of record in the 80s and 90s. And then as the web browser came out, we said, 'We're going to give you some forms and fields in the web browser to manipulate these systems of https://t.co/k4H8YGYvbm

Hunter Weiss' viral clip of @tryramp's rise is based off the browser game Line Rider from 2006. Extremely novel, cool way to tell a story. https://t.co/jSmfZllH5N https://t.co/qLvJ1MSOhB

FULL INTERVIEW: @travisk joins TBPN to discuss his new company Atoms, physical AI, Uber, and more: 01:18 - Why he's been building in stealth for 8 years 04:32 - Atoms and the future of physical AI 08:10 - Creating a culture of builders 12:05 - Lessons from Uber 24:30 - The https://t.co/ZJd0jbUCwn

Jordi on Demis saying Google doesn't plan to put ads in Gemini: It's easy for Demis to say they don't want to do ads when Google already has hundreds of billions of dollars in existing ad revenue through YouTube and search, funding everything they're doing. But OpenAI has to https://t.co/36EQfGt6fq https://t.co/e6SpwgeEZE

Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and https://t.co/NpW0Pyj03J

.@travisk says AI will make human labor even more valuable and in-demand than ever before: "Let's say the entire world - everything in our world - was automated, except for plumbers. You had machines making buildings - you would basically have like a thousand buildings a day." https://t.co/wiuJYkxGJl

Verizon CEO Dan Schulman is warning that AI will cause 20%-30% unemployment within the next 2-5 years, and asked staff to use AI to write their own obituaries in a recent all hands, per WSJ. https://t.co/d3w14pxCQ7

.@MartinShkreli is skeptical of the narrative that finance companies will rush to replace employees with AI. “If you become more productive at work, the company doesn’t say, ‘Oh, let’s get rid of you and save whatever amount of money.' They’re already making money with you https://t.co/RdRr5A20Ss

.@zebulgar and @CGarrett_15 announce some of the initial guests and themes for the Hill & Valley Forum 2026: - @traestephens from Founders Fund - @vkhosla from Khosla Ventures - @bradlightcap from OpenAI - @ssankar from Palantir "There's going to be a strong biotechnology https://t.co/6GE6OpNWP2 https://t.co/hF3waSpLl9

Paradigm co-founder @matthuang says allocating capital to Bitcoin and Ethereum in 2018 is a lot like investing in the AI sector today: "When we launched Paradigm in 2018, a lot of our thesis was that we knew crypto would expand massively. And then there was this open question — https://t.co/AKqFkJQ54D

"We're in the 1997 era of making agents." — @SierraPlatform co-founder & CEO and Chairman of the Board at OpenAI @btaylor "I found this article about creating websites in 1997. It was about banks spending $23 million to add transactional support to their website. Like, adding a https://t.co/Rr0bRYrCJC

BREAKING: Stripe CEO @patrickc says March was an all-time record for new business incorporations with Stripe, and that new businesses joining Stripe in Q1 were up 71% YoY: "It's parabolic. It's exponential. I'm running out of mathematical terms, but it's really very striking." https://t.co/aNBzbcCOOd

"It took us 20 months to get our first $100M in ARR, 10 months to get to $200M, and 5 months to get to $330M." After raising $500M at an $11B valuation, ElevenLabs co-founder @matiii breaks down the story behind their growth: https://t.co/0oeTRksQR6

Snap CEO @evanspiegel says they've invested $3B into AR glasses over 11 years. Compared to other firms that have already tried and failed in the space, he says Snap's long-term focus is a huge advantage. "The whole time, we've built a team of incredibly talented folks with a https://t.co/7XVHqO3gnJ

We asked @evanspiegel about how he pitches Snap to potential hires amidst the ongoing AI talent wars. "The most talented folks, they want to create the future, not copy the future." "The experts who are really deeply in [AR glasses] know that we're leading." https://t.co/32ZFTbauxD

FULL INTERVIEW: @tylercowen on Kevin Warsh, precious metals, Clawdbot, unemployment and AI, and more: 00:42 Initial reaction to Kevin Warsh for Fed chair. 02:12 Volatility in precious metals 03:00 Kevin Warsh's strategies as Fed Chair 05:39 Fiscal dominance 06:39 Gold as a https://t.co/KRCauWg2ht

.@tylercowen on Dwarkesh's "Capital in the 22nd Century" and how envy works: "He's too focused on the labor share. I think real wages will go up a lot. If real wages go up, workers are happy." "They might be upset that Elon or someone else is a trillionaire, but I don't think https://t.co/fJI4ZitSaf https://t.co/0OzU3TvIKS

The podcast with the xAI employee who may have gotten fired for giving the interview was great content, Jordi says. "There's just one small problem, though - Usually, a $200 billion company likes to control who's going to go out and do a tell-all about the company." "If you https://t.co/Vqu3j9ZuSa https://t.co/IPm7wlm0H4

People seem to have forgotten the early vibes around Sora. Many were referencing Infinite Jest, saying it was going to one-shot humanity, that their boomer relatives were cooked. It was an entertainment doom-loop narrative. https://t.co/9Q1a3xAG2a https://t.co/f0Hg6TZycQ

"I can't believe we're still viewed as crazy." Alex Karp on people misunderstanding @PalantirTech: "It's like - everything we're doing is the only thing that's working." "I don't want to spend a lot of time on our baller numbers from last year, but it's like... clearly nothing https://t.co/g9fz1Vj9aG

a16z's @bhorowitz says the California wealth tax is the "best strategy" to dismantle Silicon Valley that he's ever seen. "It's been so hard to break the Silicon Valley network effect, but this is the best strategy I've seen." "Norway has an unrealized capital gains tax. https://t.co/MYRe4nqsai https://t.co/iijbNQIZbp

Today @rtwlz released Spotify Wrapped, but for your taxes. We tested it out on the show. According to the tool, a single person with no kids who makes $100,000 will pay almost $3,000 in interest payments on the national debt. https://t.co/i3M8dCTwFL https://t.co/4rrW5B8iCU

a16z's @bhorowitz says the California wealth tax is the "best strategy" to dismantle Silicon Valley that he's ever seen. "It's been so hard to break the Silicon Valley network effect, but this is the best strategy I've seen." "Norway has an unrealized capital gains tax. https://t.co/DFMJpEfxgs

A viral tweet claimed that Meta is now responsible for nearly a third of Anthropic's $30B ARR, based on reporting that Meta used 60.2T tokens over 30 days. This doesn't actually pencil out. It assumes all of Meta's spend is on output tokens, which are much more expensive than https://t.co/KVAMt8sG5H https://t.co/YuVxGoZ1WZ

.@carrynointerest says Manus is one of the most underrated AI products today, and that it was a genius acquisition by Zuck: “There are simply things that you can do with Manus that no other inference provider or product can do. I would reveal them, but that’s alpha for me.” https://t.co/O9LJInPY3Q

.@johncoogan says the recent reporting on Meta's 'tokenmaxxing' is less of a sign of bad incentives at the company, and more of a tell about its potential strategy for more vertical integration: "I think it makes clearer the strategy with MSL. Because it's clear that they're https://t.co/mjh46Diwei https://t.co/osZD8c6JT3

Google's @OfficialLoganK thinks Gemini 3 Flash vindicates the wrapper business model. "As a product builder, I don't think there's been a time in the history of building startups where you just get to show up one morning and somebody made your product 40% better, and saved you https://t.co/SLEkReZm5Z

Jordi on Demis saying Google doesn't plan to put ads in Gemini: It's easy for Demis to say they don't want to do ads when Google already has hundreds of billions of dollars in existing ad revenue through YouTube and search, funding everything they're doing. But OpenAI has to https://t.co/36EQfGt6fq https://t.co/e6SpwgeEZE

SemiAnalysis founder @dylan522p says that despite their "terrible comms," Oracle is likely in a stable financial position: "I told my Oracle contacts, 'Who the hell is in charge of the Twitter account?' Nvidia did something similar last year when the whole TPU mania was going https://t.co/U76duB0GTk https://t.co/1yygTN0jAm

Sequoia’s @JulienBek says many of their founders are now wondering if they’re “just an iteration away” from AI labs destroying their business. He says the most defensible companies - and potentially the next trillion-dollar company - will be “a software business that masquerades https://t.co/QajMgm1fAi https://t.co/HucxSDUNQl

Today, John put the Financial Times in the Truth Zone about a viral OpenAI chart they published. "What are we doing with this chart? This is a crazy chart... I'm so confused by this." His detailed breakdown of why he says it's a chart crime: https://t.co/nBNPL8hFNF https://t.co/o8wiwFcqiX

"It wouldn't be crazy if someone was trying to tank the Uber or DoorDash marketcap to make a few bucks." After @caseynewton's reporting on the viral Reddit post about food delivery that proved it was a hoax, we asked him what he thinks the motivation was. His full response: https://t.co/KDp1bWEYhO https://t.co/qRJii5HW54

SemiAnalysis founder @dylan522p says that despite their "terrible comms," Oracle is likely in a stable financial position: "I told my Oracle contacts, 'Who the hell is in charge of the Twitter account?' Nvidia did something similar last year when the whole TPU mania was going https://t.co/U76duB0GTk https://t.co/1yygTN0jAm

Today, John put the Financial Times in the Truth Zone about a viral OpenAI chart they published. "What are we doing with this chart? This is a crazy chart... I'm so confused by this." His detailed breakdown of why he says it's a chart crime: https://t.co/nBNPL8hFNF https://t.co/o8wiwFcqiX

BREAKING: @Benioff: "We've all been reading about the SaaSpocalypse. But our SaaSquatch is eating our SaaSpocalypse!" "Agentforce is now an $800M business, up 170% YoY. Agentforce and our data business together, that is now a $2.9B business, up 200% YoY." https://t.co/QtVmMdlNRy

Republican consultants are shopping for an anti-AI candidate to run against Vance, says @semaforben "The attack on him will be: he's a tool of the tech industry, of AI guys who want to take your jobs, poison your children's brains, and build weird boxes in your neighborhoods." https://t.co/7VrZDR7Qa2

Jordi: "[The Anthropic ad] is incredibly clever. It's also incredibly dirty. I think they're trying to muddy the water around the ads rollout." "The ads that are coming to ChatGPT are effectively display ads. Everybody in the industry by now should know this. Yet this campaign https://t.co/P1Skpuq2gt

Our Super Bowl stunt was just a bit of tomfoolery, but it highlighted an alarming example of misalignment, where Claude acted in defiance of Anthropic's stated principles. Anthropic is against ads, but Claude was happy to help Tyler build a wrapper to serve them to our users. https://t.co/LpiNlyluAE https://t.co/3McJqWVOFc

Jordi: Dario says you're a moron if you believe OpenAI's story around the DoW contract, but less than a month ago he was running Super Bowl ads that were intentionally designed to mislead hundreds of millions of Americans about OpenAI. I just don't think Dario is in that strong https://t.co/AjxgfRhtYz

Today, John put the Financial Times in the Truth Zone about a viral OpenAI chart they published. "What are we doing with this chart? This is a crazy chart... I'm so confused by this." His detailed breakdown of why he says it's a chart crime: https://t.co/nBNPL8hFNF https://t.co/o8wiwFcqiX

.@bryan_johnson: "I've been able to figure out how to compress everything I've learned into one biomarker." "The marker that's durable over time is resting heart rate before bed. Show me your resting heart rate, I'll see your soul. It's an accounting of your life decisions." https://t.co/67ezRCKrB7

Clawdbot creator @steipete says he'd consider a "non-profit" structure for the future of the project: "Instead of a company, I would much rather consider a foundation, or something that is non-profit." "I want it to be accessible and free. Ultimately, code is not worth that https://t.co/0tMDQHxlHA

.@bubbleboi says we're still at the very beginning of the AI cycle and have at least three years of "capex going crazy": "At the beginning of the year, hyperscalers basically said they're going to spend $680 billion. I mean, we're just at the start." "I think we have at least https://t.co/AYId8hqxfQ

Anthropic's @_sholtodouglas describes the concept of a software-only singularity: "It's one where the models are far better at digital tasks than they are at physical ones. And so we see rapid change in the digital world with models, and relatively little change in the physical https://t.co/LcS6J2Dobj

Recursive, the company building recursive self-improving superintelligence, has one of the most goated AI teams in history. Tim Rocktäschel, Co-Founder: helped invent Retrieval-Augmented Generation, Rainbow Teaming, Promptbreeder, and Genie 3. Jeff Clune, Co-Founder: wrote the https://t.co/HauPL6625s

OpenAI's @kevinweil says 24/7 robotic labs could automate scientific discovery using "reinforcement learning with a loop through the real world": "There’s a lot of science that can be totally automated. There’s no reason at this point that you need to have grad students https://t.co/SkG65oQMmV

Applied Intuition CEO @qasar says the market for physical AI is "way, way bigger" than the market for white-collar AI: "I used to be at Y Combinator. I was the COO, ran the firm, and funded lots of interesting companies. And one of the analogies I used to use to help founders https://t.co/lZcWfz3QcX

Box CEO @levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you https://t.co/L2ph2pvJft

The co-founders of @flappyairplanes call the current RL paradigm for model training "environment slop." They explain: "The reinforcement paradigms of today are shockingly inefficient. You don't really get much generalization across tasks, you teach a model through one kind of https://t.co/SRPm0Posre

The co-founders of @flappyairplanes call the current RL paradigm for model training "environment slop." They explain: "The reinforcement paradigms of today are shockingly inefficient. You don't really get much generalization across tasks, you teach a model through one kind of https://t.co/fFUcyCM9Vd https://t.co/Ni9AVQvO3j

Today OpenAI announced that it plans to start testing ads in GPT in the coming weeks. Last week, @benthompson worried such a move would be too little, too late. "They could have launched the world's crappiest ads in 2023. By today, in 2026, the ads would be good. They'd be https://t.co/hbcv7G62YT https://t.co/zqWVqxfLmF

Ben Thompson (@benthompson) says the fact that OpenAI hasn't already put ads in GPT is a poor decision that "risks the entire company." "They could have launched the world's crappiest ads in 2023. By today, in 2026, the ads would be good. They'd be making money, and people https://t.co/vmXRp8JYfM

"The way I think about @t_xu, out of anyone I've ever spoken to, he just gives me young Jeff Bezos vibes." @davidsenra tells the story of DoorDash founder Tony Xu acquiring Wolt in an $8B deal: "It's like, you're not going to like what I'm about to say, Tony, but I'm gonna say https://t.co/7gmA9Q4kGn

"I think there's a very good chance they ruin the greatest engine of wealth creation, maybe in human history" - @tylercowen on the California wealth tax "California is playing with fire... I dearly hope they don't do it, for their own sake." https://t.co/iEOwcvaruD

Breaking Points' @esaagar says AI companies are "fighting against a very, very big force" in the US. "There's this rising populist tide against the data center movement. And against Abundance-style assurances from politicians and companies." "Something is happening. The tide https://t.co/kLMywQGbK7 https://t.co/JrsIzQBoDS

FULL INTERVIEW: @tylercowen on Kevin Warsh, precious metals, Clawdbot, unemployment and AI, and more: 00:42 Initial reaction to Kevin Warsh for Fed chair. 02:12 Volatility in precious metals 03:00 Kevin Warsh's strategies as Fed Chair 05:39 Fiscal dominance 06:39 Gold as a https://t.co/KRCauWg2ht

SemiAnalysis CEO @dylan522p: There's a bet between the Heads of Compute at xAI and Anthropic over what percentage of worldwide datacenter capacity is in space by the end of 2028. “The bar is 1%. So, the xAI guy is really bullish." “I take the under on 1% by ’28, because that’s https://t.co/fYyY4RHFfa

.@ns123abc thinks OpenAI is "entering into bubble territory" if its user growth is in fact stalling out: "In 2025, they said they were going to reach 1B users by the end of the year, they actually stalled at 800M." "If their user base—which is getting mogged by Google—starts https://t.co/OJAlLGkuxh

Google's @OfficialLoganK thinks Gemini 3 Flash vindicates the wrapper business model. "As a product builder, I don't think there's been a time in the history of building startups where you just get to show up one morning and somebody made your product 40% better, and saved you https://t.co/SLEkReZm5Z

Marathon's @gokulr: You can't vibe code DoorDash. Software alone can’t replicate a managed marketplace. That’s what makes them so durable. You can build the app and drive orders, but when something goes wrong in the physical world, who fixes it? In 2016, Google launched Google https://t.co/wZXTiQH8TG

Google's @OfficialLoganK thinks Gemini 3 Flash vindicates the wrapper business model. "As a product builder, I don't think there's been a time in the history of building startups where you just get to show up one morning and somebody made your product 40% better, and saved you https://t.co/SLEkReZm5Z

.@MartinShkreli says photonic computing's "time is coming" - "it's a pretty insane speedup versus GPUs." "It's kind of like quantum's ugly little stepsister, but I think it's the belle of the ball." "Recently in Nature, and a few other preeminent journals, especially Chinese https://t.co/pCzVLtlVgj https://t.co/VBtGjpFLhG

Momofuku founder @davidchang says the worst trend in food is everything being 'the best.' 'The best' burrito in LA, 'the best' smash burger in Austin, etc. "We need more people to appreciate 'just good,' or even 'boring good' rather than 'the world's best.'" From his https://t.co/04rZLoalff

"Young people are never going to know what it's like to wake up at 3 in the afternoon and be like, 'I left my credit card at the bar.'" Momofuku founder @davidchang says people drinking less is "the real existential threat" to the restaurant industry. "The biggest thing https://t.co/s0oB8YVR6H

"Young people are never going to know what it's like to wake up at 3 in the afternoon and be like, 'I left my credit card at the bar.'" Momofuku founder @davidchang says people drinking less is "the real existential threat" to the restaurant industry. "The biggest thing that https://t.co/XOKFFMtBqk https://t.co/NizTQFcO3T

John: why aren't LLMs caching answers to common questions to increase response time? "I've asked ChatGPT, ‘When was OpenAI founded?’ three different times. It's the exact same query." "It doesn't need to light the GPUs on fire for that question. So cache those results and give https://t.co/cFByy1zeXr

ModRetro founder @PalmerLuckey diagnoses everything that's gone wrong with modern gaming: "You're going to turn on your console, you're going to try to play it. Oh, there's a critical security update. Time for you to do your critical security update. Now you need to also update https://t.co/3LfEnE8Rwv https://t.co/6w0E1kI4zq

While discussing @forestmanjohn's new all-stainless-steel coffee maker, we noticed something very suspicious about the laptop behind it. If you close that laptop, the screen would only cover the keyboard, leaving the trackpad and area around it exposed. https://t.co/F8Jqwo6ca8 https://t.co/lDFcyIOtxA

A video surfaced in January by @boneGPT shows a Beijing-based entrepreneur opening a box of Nvidia GPUs with a clearly visible Supermicro logo on it: https://t.co/pnnvO12PNX https://t.co/UZ5uoG3JLQ

Sequoia’s @JulienBek says many of their founders are now wondering if they’re “just an iteration away” from AI labs destroying their business. He says the most defensible companies - and potentially the next trillion-dollar company - will be “a software business that masquerades https://t.co/QajMgm1fAi https://t.co/HucxSDUNQl

Cognition CEO @ScottWu46 gives his take on the viral Citrini article: "Honestly, ridiculous. That's my two cents on it." https://t.co/0dEX7Z3x8j

.@MartinShkreli calls the surge in peptide use an "unapproved self-medication boom." "I think it's nuts." "I'm as libertarian as it gets, but I just don't understand what the impetus is to take foreign substances without some emergency need." https://t.co/5Dnn8bgMaA

Jordi: The obvious criticism here would be that Anthropic was heavily focused on safety when it was far away from leading in AI. Switching up now that there's real competition feels a little self-serving. And many of the initial concerns that were guiding that philosophy around https://t.co/lQn5Jgzoub

John tells the story of the early Uber vs. Lyft battles - back when rides were subsidized, every Lyft had a giant pink mustache on the car, and riders were asked to fist bump their drivers: People see Lyft and Uber as commodities now, but when Lyft launched, people were super https://t.co/U8Q1O4dbY5 https://t.co/K5AujSq4jA

.@MartinShkreli says taking retatrutide is the "worst risk-reward decision you could possibly make": "The people that are taking peptides, and have these 'peptide stacks,' are mostly people in SF, maybe in NY. They're very wealthy people. They don't know what the rest of the https://t.co/qx68xp6npY

Objection founder @aronpingdsouza is building "the AI tribunal for investigating the media" with the backing of Peter Thiel and @balajis. He explains how it works: "The fundamental problem with news media today is that false information spreads six times faster than true https://t.co/9kaLukJ6ju https://t.co/48T9auvMlK

BREAKING: After purchasing https://t.co/52aDd0GCeE for $70M, @kris says he was immediately offered $500M for the domain https://t.co/fqHydjRx9N

"I can't believe we're still viewed as crazy." Alex Karp on people misunderstanding @PalantirTech: "It's like - everything we're doing is the only thing that's working." "I don't want to spend a lot of time on our baller numbers from last year, but it's like... clearly nothing https://t.co/g9fz1Vj9aG

At Davos, China's Vice Premier said that China doesn't just want to be the world's factory and never pursued a trade surplus. @TheStalwart breaks down why that promise is potentially impossible for Beijing to deliver on: "For all the anxiety we have in the US, every other https://t.co/itVbnG2oGk

Today, Robinhood’s fearless CEO Chad Tenev grabbed a cactus bare-handed mid-interview. “We live in a dangerous world, gentlemen.” https://t.co/vLhxLiJPyY

.@zebulgar on the Manus acquisition: "I'm like a disappointed father. I just can't believe this is what the world has come to. How has this happened?" "My favorite meme about it was there was somebody that had a fake text chat between Zuckerberg and Alex Wang, and Zuckerberg https://t.co/IXMmxJDypT https://t.co/77g3qtPzTV

BREAKING: @johncoogan is exploring the possibility of suing the lawyer who successfully argued Meta is designed to be addictive for making him addicted to reading about the case. He claims that learning about fines against tech companies is "ruining his mood entirely." https://t.co/4c7h4Exvv8

Sequoia’s @JulienBek says many of their founders are now wondering if they’re “just an iteration away” from AI labs destroying their business. He says the most defensible companies - and potentially the next trillion-dollar company - will be “a software business that masquerades https://t.co/QajMgm1fAi https://t.co/HucxSDUNQl

Airbnb CEO @bchesky says more AI founders should be starting consumer businesses. "I'm on the board of Y Combinator. 87% of companies are enterprise companies per batch." "Enterprise is awesome... but the biggest prize is consumer. That is what's going to reach daily life for https://t.co/1Gi6EFJMZM

We asked @matt_levine: Is Nvidia holding up the global economy? Is OpenAI going to blow up the entire global economy? "If you're underwriting these hyperscalers, these are mostly very investment-grade, very cash-flow-y companies that could turn off the capex if they needed to." https://t.co/GXzIZVpTVq

.@ns123abc thinks OpenAI is "entering into bubble territory" if its user growth is in fact stalling out: "In 2025, they said they were going to reach 1B users by the end of the year, they actually stalled at 800M." "If their user base—which is getting mogged by Google—starts https://t.co/OJAlLGkuxh

Varda's @zebulgar says the $1–2 trillion SpaceX IPO is about to flood the space industry with capital, attention, and talent moving into next-gen applications as people rotate out of their positions: "I like to think of space like a highway: when you first only had a handful of https://t.co/H8nv1Wh6oY

Varda's @zebulgar says the $1–2 trillion SpaceX IPO is about to flood the space industry with capital, attention, and talent moving into next-gen applications as people rotate out of their positions: "I like to think of space like a highway: when you first only had a handful of https://t.co/nAXaLWoBJ9

AngelList CEO @avlok says layered SPVs are banned by default from @ankurnagpal's new fund USVC, which allows anyone with at least $500 to invest in private companies such as SpaceX, Sierra, and Vercel: https://t.co/7GhUTIrvZm https://t.co/V1Sqc4HZo7

Stripe's @collision thinks people who think AI means the death of software engineering are "all high, honestly." "All these people calling the death of software engineering are smoking something." "You're able to work with AI so much better if you understand the underlying https://t.co/GOymqtZhSu

Salesforce CEO @benioff mounts a passionate defense of software: "The AI companies love our products. They're some of our largest customers. Anthropic, OpenAI, Google, Amazon." "That's reality. No one has a company running entirely on a LLM, because that's not real." https://t.co/FIbhiZ8lRk

Bloomberg's @markgurman: When OpenAI releases its device, Apple can just immediately fast-follow it and take all its market share. "Apple has the retail stores, the privacy story, the brand. OpenAI has this great AI brand, but they don't have a hardware brand." "I just think https://t.co/mgOrUAZ4jW

Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and https://t.co/QGzXFd5hrd

Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and https://t.co/NpW0Pyj03J

.@zebulgar on why fewer deals are getting done: "On a deal count basis, we're basically on a strict linear decline since the peak of 2021, in terms of total deals done by all VCs across the globe, north of $5 million." "By default, you basically have fewer logos that you can https://t.co/tFTdnRGFLb

Investor @bgurley: "If I were using cynical words, I'd say [venture capital] hijacked the growth years of early IPO companies." "Amazon went public below a billion in market cap. It's hard to fathom that today, with what we have going on here." https://t.co/jCkLaznSY2

Investor @bgurley: "If I were using cynical words, I'd say [venture capital] hijacked the growth years of early IPO companies." "Amazon went public below a billion in market cap. It's hard to fathom that today, with what we have going on here." https://t.co/EZB3A2pE6v

"The reality is, nobody's hiring." Marathon Founding Partner @gokulr reacts to the Block layoffs and predicts that over the next 18 months, every public company is going to have a 30%+ cut because of AI: "If they don’t, I question their leadership." https://t.co/9vTLTp3u8X

Verizon CEO Dan Schulman is warning that AI will cause 20%-30% unemployment within the next 2-5 years, and asked staff to use AI to write their own obituaries in a recent all hands, per WSJ. https://t.co/d3w14pxCQ7

.@MartinShkreli is skeptical of the narrative that finance companies will rush to replace employees with AI. “If you become more productive at work, the company doesn’t say, ‘Oh, let’s get rid of you and save whatever amount of money.' They’re already making money with you https://t.co/RdRr5A20Ss

Mark Zuckerberg and Priscilla Chan just paid $170M for a mansion on a private island in Miami, setting the record for the most expensive home sale in Miami-Dade county. The previous owners had paid just over $30M for the two-acre site in 2020. https://t.co/cjLVDXFZoB

BREAKING: TBPN and @Airbnb are in early partnership conversations around a livestream from a blimp flying from LA to SF. Details from @bchesky: https://t.co/u9QOpygZgC

Jordi: The difficulty with hiring 'storytellers' is that the greatest ones are "Joe Rogan CEOs." These rare founders have an elite capacity for describing their missions. They can deliver electric, hours-long performances, on-demand. Think Karp, Luckey, Musk. https://t.co/G9bhVEBrTi https://t.co/EDY7WT1L0Q

.@DougDeMuro says the market for cars millennials are nostalgic for has skyrocketed: "I’ve been shocked... There are cars that have gone up 60% or 70% in what appears to be three or four months. You start to think that some of these cars that you lusted over as a child might be https://t.co/wiTaVHRQ0H

"Students have started to talk to their peers, who graduated a year before, and they're like, 'Oh shit, they don't have jobs.'" @JoannaStern says that college students' opinions about AI have only gotten more negative over the last year. "If you talk to any young person either https://t.co/Fylqd8x77T https://t.co/si6U4QxcFR

Clawdbot creator @steipete describes his mind-blown moment: it responded to a voice memo, even though he hadn't set it up for audio or voice. "I sent it a voice message. But there was no support for voice messages. After 10 seconds, [Moltbot] replied as if nothing happened." https://t.co/gchykfwr5i

Clawdbot creator @steipete describes his mind-blown moment: it responded to a voice memo, even though he hadn't set it up for audio or voice. "I sent it a voice message. But there was no support for voice messages. After 10 seconds, [Moltbot] replied as if nothing happened." https://t.co/5kFbHlBMje

Jordi: @AviSchiffmann continues to find new ways to break through the noise. Even though this video feels somewhat dystopian, it does feel like a real, raw experience of AI companionship in this form factor. John: Do you remember his interaction with Paul Graham very early on? https://t.co/6Sa6wwWdQ9 https://t.co/d0H4U2Tta1

.@zebulgar on the Manus acquisition: "I'm like a disappointed father. I just can't believe this is what the world has come to. How has this happened?" "My favorite meme about it was there was somebody that had a fake text chat between Zuckerberg and Alex Wang, and Zuckerberg https://t.co/IXMmxJDypT https://t.co/77g3qtPzTV

Today, Robinhood’s fearless CEO Chad Tenev grabbed a cactus bare-handed mid-interview. “We live in a dangerous world, gentlemen.” https://t.co/vLhxLiJPyY

"I can't believe we're still viewed as crazy." Alex Karp on people misunderstanding @PalantirTech: "It's like - everything we're doing is the only thing that's working." "I don't want to spend a lot of time on our baller numbers from last year, but it's like... clearly nothing https://t.co/g9fz1Vj9aG