Friday, June 5, 2026

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

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

.@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

"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

"I do not think a chatbot is the right interface for travel or e-commerce." - @bchesky "I think the future is not apps. The future is agents, but I don't think they're going to be text-forward. I think they're going to be really rich user interfaces." "Imagine using iMessage to https://t.co/iuZk6HP6iA

Airbnb CEO @bchesky says the chatbot is a "pre-AI interface," rather than the end-state interface for artificial intelligence: "We're in the MS-DOS phase of AI." "The future AI interface will have a reference to chat, but it's probably going to be much more visual. Most people https://t.co/XpKh97khdp

Airbnb CEO @bchesky says the chatbot is a "pre-AI interface," rather than the end-state interface for artificial intelligence: "We're in the MS-DOS phase of AI." "The future AI interface will have a reference to chat, but it's probably going to be much more visual. Most people https://t.co/3XjP3r127c

.@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

Jordi asks @PalmerLuckey what hardware he’s been collecting: "I have a collection of motorcycles. The theme is 'commercial failures.'" "The more of a failure, the better." "One of the crown jewels in my collection is a Honda Rune. It was a personal project created by the CEO https://t.co/yzGVEw6K8R

Rivian has been working since 2022 to re-architect its self-driving system around an end-to-end trained model. The ultimate capability of the vehicle will be level four self-driving - being able to operate autonomously without anyone in the driver's seat, says CEO @RJScaringe. https://t.co/1K0iNPFFQd

Jordi asks @PalmerLuckey what hardware he’s been collecting: "I have a collection of motorcycles. The theme is 'commercial failures.'" "The more of a failure, the better." "One of the crown jewels in my collection is a Honda Rune. It was a personal project created by the CEO https://t.co/yzGVEw6K8R

.@PalmerLuckey dreams of building a car that can pull 80-90 Gs. “What I’ve always wanted to do is build a dragster so fast it would kill someone if they weren’t in a fluid-immersion G-pod.” His idea: fill your lungs with oxygenated fluid, climb into a full-immersion pod, and https://t.co/wjRCkPmszr

Maximus CEO @drcamrx says all the top founders and VCs will be on at least three of the following five compounds within 3-5 years: Testosterone to build muscle, tirzepatide to drop fat, tessamorelin to increase growth hormone and recovery, tadalafil to increase intimacy and https://t.co/P2jQTTrn6V

"Every male 40 and older should probably be taking somewhere between 2.5 and 5 milligrams of tadalafil." - @hubermanlab Jordi: What do you think the best athletes in the world are doing this Olympics? Huberman: "People are taking vasodilators. You know, Viagra and tadalafil, https://t.co/mYhGdIZSjq

“This is going to be a trillion-dollar drug.” @hubermanlab says retatrutide is the peptide that’s about to “change everything.” Currently in a Phase III clinical trial in humans, retatrutide caused up to one-third body weight loss in just six months, with some degree of muscle https://t.co/nMEv0N8iM0 https://t.co/hRg7C9dgJO

.@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

"There's this new thing coming from AI companies that nobody's expecting. And I think all of the labs are gearing up to think about it." - @martinshkreli He thinks Macrohard is involved, and that it will make it more valuable than xAI: "I think almost nobody in the market is https://t.co/6Ymoc0g6rw

Palo Alto Networks' @nikesharora on how AI solves one of the biggest risks businesses face: hiring B players. "What AI is doing for me internally is democratizing intelligence." "The biggest risk in businesses is, you hire 100 marketing people. Not all of them are equally good. https://t.co/eldUwYzerc

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

.@kylekuzma says his long-term goal is to turn his investing experience into a venture fund of his own. "Over the past couple of years, I've been a solo investor getting onto cap tables or hopping into other people's SPVs. But the money is in having a fund." "I'm in such a https://t.co/x7QY6OtBMn

"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

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

Anduril's @mttgrmm is in a long-running war with "wildcat" secondary markets who have “absolutely zero respect” for founders and investors. "How many investors in America think they own a chunk of SpaceX when they're actually funding their ex-roommate's boyfriend's coke habit in https://t.co/LVZt5Ieflj

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

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

Jordi: big AI labs are watching Clawdbot, and could try to get their own version live in weeks, not years. "The space is moving so quickly, and there's so much money on the line that someone, maybe it's Peter, or a lab, will be able to move quickly enough to get a consumer https://t.co/LZA59lzGDi

Design used to have a ton of variation until the iPhone came out, says Figma CEO @zoink. After that, Skeuomorphism and Swiss minimalism became the standard everyone copied. Dylan says that now, AI is causing the pendulum to swing back: "We can go into such interesting places, https://t.co/oFLIN3OJrc

Jordi asks @PalmerLuckey what hardware he’s been collecting: "I have a collection of motorcycles. The theme is 'commercial failures.'" "The more of a failure, the better." "One of the crown jewels in my collection is a Honda Rune. It was a personal project created by the CEO https://t.co/yzGVEw6K8R

Jordi asks @PalmerLuckey what hardware he’s been collecting: "I have a collection of motorcycles. The theme is 'commercial failures.'" "The more of a failure, the better." "One of the crown jewels in my collection is a Honda Rune. It was a personal project created by the CEO https://t.co/C5az2hYxbm

.@PalmerLuckey dreams of building a car that can pull 80-90 Gs. “What I’ve always wanted to do is build a dragster so fast it would kill someone if they weren’t in a fluid-immersion G-pod.” His idea: fill your lungs with oxygenated fluid, climb into a full-immersion pod, and https://t.co/wjRCkPmszr

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

Cerebras just had the biggest IPO of the year. Founder @andrewdfeldman says the 3 most important things he had to convince investors of while doing the roadshow were that demand for inference is going to 1,000,000x, the GPU isn't the only way to do compute, and that the CUDA https://t.co/ViZr6nfm4t

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

"There's this new thing coming from AI companies that nobody's expecting. And I think all of the labs are gearing up to think about it." - @martinshkreli He thinks Macrohard is involved, and that it will make it more valuable than xAI: "I think almost nobody in the market is https://t.co/6Ymoc0g6rw

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

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

Jordi argues that AI seems to threaten every level of Maslow's hierarchy of needs in his essay "AI Needs a (Steve) Jobs," which is partly why AI has such a bad reputation. "Starting at the bottom of Maslow’s hierarchy of needs, Americans have heard that data centers use a lot https://t.co/WKpaJEtPqh https://t.co/ayoxR99uNz

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

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

.@Colinrosenblum and @samirchaudry predicted that Netflix may start to sign podcasters to their platform on Monday's show. "Netflix, in order to compete, needs to acquire a bigger catalog." "Look at what they did with Mark Rober. They took his greatest hits from YouTube and https://t.co/jeKNlOeLTM https://t.co/WxPlCQm3Mv

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

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

Jordi blackpilling on the new Ferrari EV: "It's basically proving that Ferrari will never be competitive in EVs. It's completely over." "If they had been able to come in at the low $300s with this, we would have been seeing these all over LA." "It's the most confusing release https://t.co/D5stY9PL3E https://t.co/yXqLLpJasI

.@PalmerLuckey dreams of building a car that can pull 80-90 Gs. “What I’ve always wanted to do is build a dragster so fast it would kill someone if they weren’t in a fluid-immersion G-pod.” His idea: fill your lungs with oxygenated fluid, climb into a full-immersion pod, and https://t.co/wjRCkPmszr

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

SF just got nuke scanned ahead of Super Bowl Sunday by a helicopter equipped with the National Nuclear Security Administration's Aerial Measuring System (AMS). This is actually routine in US cities ahead of major events. The helicopters fly a tight grid pattern over the city, https://t.co/Z3HT2mr6W2 https://t.co/MrBkjdj6xN

The guys discuss @AviSchiffmann's "buy every billboard" campaign: Jordi: Many people criticized it and the product, but the results from an awareness standpoint are undeniable. Avi spent $1-2M on this strategy and Friend became a household name on the coasts. Other brands have https://t.co/CoW5HIQ4g6

Dario Amodei has repeatedly pushed for a ban on chip exports to China. Stratechery's @benthompson says Dario is missing the bigger geopolitical picture by advocating policies that reduce China’s reliance on Taiwan. "I think it is a safer equilibrium to have China dependent on https://t.co/SKt3ugCIg1 https://t.co/GvKoi4GxsH

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

"Go all the way until it hurts. If you're doing something and it's easy, it's not valuable." - @travisk "If anyone says a strategic thing was easy, I'm like, 'You messed up. You could have gone way further. More competitive advantage. More differentiation. Get it together.'" https://t.co/DuPtOooO7a

“I was the GOAT for a period of time, and now I’m a baby goat. And that’s okay. One day the baby goat will grow up again.” — @travisk https://t.co/xSdICqRQDx

Jordi: Timothée Chalamet came out with like: 'It's ok to pursue greatness, and I'm trying to be the GOAT.' If you do that, and then you start randomly taking shots at another art form where other people are pursuing greatness, you just invite a lot of criticism. Everyone's OK https://t.co/mr5tagPABC https://t.co/Z3h3W4C1VY

SendCutSend founder @jimbelosic just raised $110M from @patrickc and @collision, @andrew__reed, and @matthuang to do "the Amazon of manufacturing." The idea for the deal started after he got introduced to Patrick on 𝕏. "He was like, 'Oh yeah, I've heard about your company. You https://t.co/C4fX71aYXJ https://t.co/iPo3UUjJRO

BREAKING: @altcap says he's working with the White House and all the major AI players on an initiative that "would deliver a very tangible and profound dividend" to the communities where they're building data centers. https://t.co/sIhRf27AZG

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

"Elon owns 𝕏 now. There's a massive difference in the mix of ideas that can get out there." "You're allowed to be optimistic about things. Where before, everything had to be negative." @travisk on why now is the right time for Atoms to come out of stealth: "The world is https://t.co/TekLUexTeu

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

Today @Benioff broke a TBPN record: six gong hits and a flashbang during his interview https://t.co/4brSpbmXeJ

Robinhood CEO @vladtenev on reimagining earnings calls for retail shareholders: "It can't just be reading scripts of information." "The best CEOs and companies who care about engaging retail have to move from thinking about [earnings calls] as a chore to an event where you can https://t.co/8PJMgicNpv

Jordi: "Have you coached any of the AI founders on fundraising?" @travisk: "The times when I get hit up are usually when the s*** is about to hit the fan." "They're like, 'Dude somebody needs to call Travis immediately, he'll know what to do.'" "So my phone is all of the https://t.co/46FX2Mv5VO

"If one of your friends doesn't like Chamath, call them for a wellness check. If you haven't heard from them, I would be worried." Jordi and John on Nvidia's Groq acquisition: https://t.co/rysDG4xbSe https://t.co/fIvP2fJYwT

"All these places that made fun of us, they're running around and trying to get FDEs." — @PalantirTech CEO Alex Karp Karp says FDEs require “artistry”: knowing where to begin, how to innovate in ways institutions would not expect, and how to navigate their complex tribal https://t.co/M8VxFc5eVH

FULL INTERVIEW: Moltbook creator @MattPRD on his viral social network for AI agents, the future of AI and social media, where Moltbook is headed, and more 00:31 Matt's background and early career 02:10 How he started Moltbook 05:04 Reaction to Moltbook going viral 06:08 How https://t.co/WLTsd4k3Yx

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

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

.@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

"AI is going to be the antidote to the managerial revolution of the 20th century." - Palantir CTO @ssankar "All this power that was sucked away from the frontline workers, who actually knew what they were doing, to an amorphous blob of middle managers — that's being reversed. https://t.co/FTSFW6ox5Q

.@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

.@kylekuzma says his long-term goal is to turn his investing experience into a venture fund of his own. "Over the past couple of years, I've been a solo investor getting onto cap tables or hopping into other people's SPVs. But the money is in having a fund." "I'm in such a https://t.co/x7QY6OtBMn

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

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

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

"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

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

"I am a big fan of vibe coding, even if everything that comes out of it is slop." - @PalmerLuckey "The biggest beneficiaries of vibe coding are going to be hardware nerds like me. It's going to be the shape rotators, not the wordcels." https://t.co/Txgt685lwQ

SNAP CEO @evanspiegel says vibe coding is causing a big shift in the way companies allocate their budgets: "Before, so many resources were dedicated to engineering. Now I think people are going to be much more focused on marketing on distribution." https://t.co/ymMO4dK4Vz