Friday, May 29, 2026

.@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

BREAKING: Stripe CEO @patrickc: "There's a reasonable chance that 2026 Q1 will be looked back upon as the first quarter of the singularity." https://t.co/5Fg5D7a54m

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

Snap CEO @evanspiegel says they just hit $1 billion ARR from subscriptions and now have as many paying users as ESPN: "It's really exciting for us as we work to diversify our revenue and create this whole new business line." "People are really passionate about Snapchat and they https://t.co/oh35LAN2aa

Amplitude CEO @spenserskates says the SaaSpocalypse is real, and your old moat is dead. The only moat now is speed of innovation: "You have to be pushing the bleeding edge of what capabilities are. If you create a company that can do that, that's what customers will buy." "What https://t.co/alEJ7AFoet

.@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

Zapier CEO @wadefoster says remote companies have an advantage in the AI era, becuase "every last bit of work exhaust is documented," which supercharges internal AI and accelerates people's work: "All our stuff is inside Slack. All our meetings are recorded. Every last inch of https://t.co/On8j6mCWVn

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

Snap CEO @evanspiegel says they just hit $1 billion ARR from subscriptions and now have as many paying users as ESPN: "It's really exciting for us as we work to diversify our revenue and create this whole new business line." "People are really passionate about Snapchat and they https://t.co/oh35LAN2aa

BREAKING: Stripe CEO @patrickc: "There's a reasonable chance that 2026 Q1 will be looked back upon as the first quarter of the singularity." https://t.co/5Fg5D7a54m

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 iOS and the App Store are already legacy features, and that AI agents are the future of Apple's software: "The AI agent-ification of iOS is happening." "Apps are the past. AI agents are already here, and that's the move forward." "AI agents are https://t.co/W5xuXfSfhP

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/SbhNm9d8Et https://t.co/Temw6YBc5z

"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

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

“Is AI overhyped or underhyped?” @drfeifei: "Silicon Valley can mistake clear vision with short distance. In 2006 the first self-driving car drove 140 miles...it still took 20 years for Waymo to be barely on the road." "Clear vision is important, but the journey will be long." https://t.co/6B3RbagImd

“Is AI overhyped or underhyped?” @drfeifei: "Silicon Valley can mistake clear vision with short distance. In 2006 the first self-driving car drove 140 miles...it still took 20 years for Waymo to be barely on the road." "Clear vision is important, but the journey will be long." https://t.co/FIiEhtkKmO https://t.co/84sXHjdTW5

.@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

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

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

John: It feels like TSMC isn't ramping capex fast enough. If we see another 10x increase in compute demand, we could be really constrained on the fab side. How will Nvidia process that? @firstadopter: "There is going to be an AI compute shortage in the years to come. But Nvidia https://t.co/4hQ68fFZnI

"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

.@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

Could you actually vibe code Palantir? Co-founder @JTLonsdale says if you're building low-end SaaS, you're in trouble. But if you're spending $100M+ to build software, no one is replacing that: "I'm such a pro-AI bullish person, but it drives you to apostasy from the whole https://t.co/Sxj4gHszbY https://t.co/YOKwC6D6tW

CEO of Every @danshipper says he'd be buying SaaS stocks right now. "99% of people are not going to be vibecoding their own apps." "They might do it once, but actually maintaining software is really, really hard, and it's a particular skill set that most people don't want to https://t.co/kl84KhOV9u

Odd Lots' @TheStalwart vibe-coded an app that's proving a long-running theory he's had: as digital media has saturated our lives over the last 20 years, our writing is becoming more like the way we speak out loud. "You just drop a piece of text in. Then it says, 'This sentence https://t.co/IQ64FfWGNv https://t.co/8P1mdqEW7N

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/pe3ocJbDuP

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

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

The health of the VC industry is "not great," says Axios' @danprimack. "The median returns are under the S&P 500, Nasdaq, and Russell 3000 for the past 25 years." "[The VC industry] is not a great place to be." https://t.co/nz8LTYuXRO

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

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

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

“Is AI overhyped or underhyped?” @drfeifei: "Silicon Valley can mistake clear vision with short distance. In 2006 the first self-driving car drove 140 miles...it still took 20 years for Waymo to be barely on the road." "Clear vision is important, but the journey will be long." https://t.co/FIiEhtkKmO https://t.co/84sXHjdTW5

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/U5eKxHToOr

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

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

At Every, all employees use agents + have unlimited token budgets. Since GPT-3, they've increased headcount from 4 to 30. "If you're actually on the frontier like we are," @danshipper said, "it seems like there's more human work to do than ever." https://t.co/3KJMiGxYtc https://t.co/8ITui0nXaU

Pragmatic Engineer's @GergelyOrosz is on a "secret email list" of agentic AI coders, and they're starting to report trouble sleeping because agent swarms are "like a vampire." "A lot of people who are in 'multiple agents mode,' they're napping during the day... It just really is https://t.co/slsPgCfkKw

Anthropic's @_sholtodouglas provides an update on his "Age of Scaling" game, where instead of playing through an Age-of-Empires-like tech tree, the goal is to get to AI superintelligence and a Kardashev-scale civilization. "Dylan's been getting us all into Age of Empires with https://t.co/D3lZqIuxAp

.@sama says OpenAI will "obviously" have a version of Codex that "can do other knowledge-work tasks, and control your computer." "Of course we should have an ability to kick off new tasks from mobile, and we'll do that." "Really what you want is your single AI that's working https://t.co/IHNHpklZBa

Braintrust CEO @ankrgyl agrees with @dwarkesh_sp's claim that "diffusion is cope" and that if models were truly better, they'd be spreading faster: "We are now programming at the maximum speed that we can program." "There are so many people who make mistakes and walk them back, https://t.co/aAIYXHHSpl https://t.co/jekWFOGmbM

"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

.@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

"People think that [pharma using AI] is going to a prompt and saying, 'Cure cancer.' It's not." — @johncoogan "It's like: you have a 10,000-page document that you need to send to the FDA, and if there's a misplaced comma, they can just send it back to you. Now you're at the https://t.co/3UuqPCWkv3 https://t.co/r7Ok8SxFIa

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

.@pmarca on why internet ads aren’t going anywhere: “If you really want to get to a billion and then five billion people, you can’t do that with a paid offering… you need an indirect business model. Ads are the obvious one.” “If you take a principle stand against ads, you’re https://t.co/kLf1CfxCEa

Clawdbot creator @steipete says Claude Opus is his favorite model, but OpenAI Codex is the best for coding: "OpenAI is very reliable. For coding, I prefer Codex because it can navigate large codebases. You can prompt and have 95% certainty that it actually works. With Claude https://t.co/7amnNNfgVM

.@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/6HuwvUBEIv

.@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/JN0HY6DutF https://t.co/GTCf6NRmVe

.@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

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

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

"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

.@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

"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

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

Amplitude CEO @spenserskates says the SaaSpocalypse is real, and your old moat is dead. The only moat now is speed of innovation: "You have to be pushing the bleeding edge of what capabilities are. If you create a company that can do that, that's what customers will buy." "What https://t.co/alEJ7AFoet

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

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

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

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

.@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

"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

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

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

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

.@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

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

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

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

When @travisk was fundraising Uber's round that valued it at $70B, he ran four rooms simultaneously out of their New York office for an entire week, each booked in 90-minute slots across 12-hour days: "This is how we'd fundraise: we had four rooms in our New York office booked https://t.co/Lf4svPqMfc

When @travisk was fundraising Uber's round that valued it at $70B, he ran four rooms simultaneously out of their New York office for an entire week, each booked in 90-minute slots across 12-hour days: "This is how we'd fundraise: we had four rooms in our New York office booked https://t.co/nxmBcCaktX

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

"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

.@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

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

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

.@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/6HuwvUBEIv

.@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

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

.@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/JN0HY6DutF https://t.co/GTCf6NRmVe

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

Ginkgo Bioworks CEO @jrkelly says biotech’s “ugly secret” is that the startups that once powered America’s drug discovery are all moving to China: “Why? You know what China has cheaper than the U.S.? Hands. Pipetting.” “If we’re going to keep up, we’ve got to move to autonomy. https://t.co/KI4Y1UCffZ

We asked OpenAI exec @fidjissimo about the Code Red: "Code Reds are not uncommon. We declare Code Reds as a way to marshal a lot of resources toward a priority. "It's a way to signal what's at the top of the list, and what can be deprioritized." https://t.co/Eootfsk5o9

.@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

"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

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

"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

.@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

Astrocade co-founder @_amirabs launched his online gaming platform six months ago. Today, it has 5M monthly active players, hundreds of thousands of games, and just finalized a $56M Series B. "Once a creation tool becomes accessible to everyone, great generational companies https://t.co/Z7DWQaZyoG https://t.co/hopvojmDsi

Gradient GP @darian314 is bullish on solo GPs, but only ones that raise sub-$50M funds. "I think that the sub-$50M solo GP is a great business. If you can raise the money, you can get allocation in rounds. You don't have to compete. It's when you get above $50M that it becomes https://t.co/EUVyqqFO3I

BREAKING: @PalmerLuckey says ModRetro's M64 is now in mass production. "We're not going to launch it until we build up sufficient stock to meet demand. We're stockpiling tens of thousands of them, and it's going to be launching soon." https://t.co/JG2xVGqDSE

Anthropic's @_sholtodouglas provides an update on his "Age of Scaling" game, where instead of playing through an Age-of-Empires-like tech tree, the goal is to get to AI superintelligence and a Kardashev-scale civilization. "Dylan's been getting us all into Age of Empires with https://t.co/D3lZqIuxAp

With today's announcement of Kevin Warsh as Trump's pick for Fed chair, @tylercowen says, "it's a very difficult pick to judge." "Usually you think, 'What does this Fed chair believe?' I think what Kevin Warsh believes is that he should be chair of the Fed. He's very good at https://t.co/KYrNJY3vxx

BREAKING: @stripe is developing streaming payments for token providers, which will allow users to pay for each token as it's delivered with stablecoins, says CEO @patrickc. "[It's] the intersection of crypto/ stablecoins, and usage-based billing." https://t.co/NOCtJnepZe

BREAKING: Jake Paul shares his PR on bench https://t.co/Jh1hUrBuJ3 https://t.co/MEl83twgnu

"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

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

.@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

"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

Anduril COO @mttgrmm provides a fresh update on Anduril's Arsenal-1 facility and Fury fighter jet production: "The Arsenal-1 project in Ohio is running incredibly smoothly... the first building, just shy of one million square feet is fully built, the internal is being https://t.co/FzVJXf90DJ

"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

.@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

"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

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

President of @blackstone Jon Gray says his firm's biggest theme after data centers is electricity: "Data centers, robots, autonomous vehicles, reindustrialization. It all needs power. It's everything from LNG, to renewables, to pipelines, to electrical equipment, to utility https://t.co/V8SGFGImp8

President of @blackstone Jon Gray says his firm's biggest theme after data centers is electricity: "Data centers, robots, autonomous vehicles, reindustrialization. It all needs power. It's everything from LNG, to renewables, to pipelines, to electrical equipment, to utility https://t.co/UtGtObCueM

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

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

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

"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

"We're careening towards a brick wall. The end of a supercycle is here." - Ethereum co-founder @ethereumJoseph "The start of the next supercycle is likely... going to look like moving the economy onto decentralized rails." "AI is going to supercharge all aspects of science, and https://t.co/GNdYkBiVrU

FULL INTERVIEW: Clawdbot's @steipete joined today's show and discussed his backstory, Moltbot's creation and ascendency, the reaction to the bot, agentic AI, and what he's planning next. https://t.co/y9FoqZxuZG

Tempo's Dan Romero explains why the future of AI agents will be "stablecoin-native." John: "Why wouldn't I just give OpenClaw my credit card?" @DWR: "The credit card itself is kind of a private key, having that get prompt-injected out, maybe not the best thing in the world." https://t.co/7DJEwgLKel

Clawdbot creator @steipete says Claude Opus is his favorite model, but OpenAI Codex is the best for coding: "OpenAI is very reliable. For coding, I prefer Codex because it can navigate large codebases. You can prompt and have 95% certainty that it actually works. With Claude https://t.co/7amnNNfgVM

The U.S. Office of Personnel Management just announced a new program: US Tech Force @skupor breaks down the details: > two-year program > hiring 1,000 engineers, product managers, data scientists, AI specialists > targeting people early in their career > in partnership with https://t.co/QaUdnI0Wnz https://t.co/0DVgkDJKGQ

"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

.@noise_xyz CEO @gabri3l says Silicon Valley's echo chamber said ChatGPT was cooked after Claude Code came out, but that wasn't true: "One of the interesting things with Noise is, you get to see where echo chambers are breaking." "Claude Code was this thing in Silicon Valley https://t.co/kw5WTo6p3j

“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

.@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

"This 21-year-old kid comes up to Mozart and asks, 'How do I write a symphony?' Mozart says, 'You're too young.' The guy goes, 'You were writing symphonies younger than I am now.' And Mozart's like, 'Yeah, but I wasn't going around asking people how to do it.'" @davidsenra on https://t.co/8f5SJ9iGcw

"This 21-year-old kid comes up to Mozart and asks, 'How do I write a symphony?' Mozart says, 'You're too young.' The guy goes, 'You were writing symphonies younger than I am now.' And Mozart's like, 'Yeah, but I wasn't going around asking people how to do it.'" @davidsenra on https://t.co/CRSZZeYa1t

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

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

BREAKING: Brex CEO @pedroh96 joined the show and broke down the $5.15B Capital One acquisition. Here's the conversation: https://t.co/qhZzyuGceT

Congratulations to scoop athlete @Katie_Roof for winning the first ever TBPN Golden Scoop Award for her work on the SpaceX IPO story this week: https://t.co/foifpwBbpb https://t.co/N26EXniGvQ

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

Snap CEO @evanspiegel says they just hit $1 billion ARR from subscriptions and now have as many paying users as ESPN: "It's really exciting for us as we work to diversify our revenue and create this whole new business line." "People are really passionate about Snapchat and they https://t.co/oh35LAN2aa

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

.@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

Anduril COO @mttgrmm provides a fresh update on Anduril's Arsenal-1 facility and Fury fighter jet production: "The Arsenal-1 project in Ohio is running incredibly smoothly... the first building, just shy of one million square feet is fully built, the internal is being https://t.co/FzVJXf90DJ

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

Don't Die founder @bryanjohnson says "there's no safe place" to get fresh produce without toxins: Jordi: "Where do you get things like produce?" Bryan: “There’s no safe place, sadly. People [have identified] that plant-based proteins have high toxins. But if you eat a carrot, https://t.co/QC9aL8j4EP

"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

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

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

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

"It's possible the full context needed to do a lot of white collar jobs is in fact logged. It's just logged in the final product and a whole bunch of emails, Slacks, and recorded Zoom calls." In this clip, John takes the other side of Dwarkesh's comment that software https://t.co/aEMnariHRU https://t.co/FqW4nOgi8E

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