Monday, June 1, 2026

Marc @Benioff says he started Salesforce after he got a vision while swimming with a pod of 100 dolphins in Hawaii: "I was one with the pod." "I pay attention to my dreams. I pay attention to my visions, my insights. "Salesforce started because I was swimming with a pod of https://t.co/js6sV9yFQ4

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

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

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

.@altcap surveyed 300 companies and found that even those aggressively optimizing their Claude usage still plan on growing their AI spend by a lot. "Anthropic and OpenAI will continue to grow right through the optimization, because the growth curve on penetration is so steep." https://t.co/wKEtM7cZsL https://t.co/AmZdOmb8Sw

.@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

"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

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

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/ZPdO1A9POT

Match Group CEO @spencerrascoff says his company is adding millions in new AI expenses, and many CEOs still aren't sure when the payoff will fully show up. "So our approach is that we have to pay for these tools. For us, it's $5-10M a year that we're spending on AI tools from https://t.co/Ry73IZvL7J https://t.co/tj8ZgvZh2z

Marginal Revolution co-creator @atabarrok says that AI replacing all jobs (which he doesn't think will happen) is a rich man's problem. "People are worried AI is going to do all the jobs. But this means we are going to be fabulously wealthy." "Even without any jobs, just being https://t.co/hharMJaFWo

"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

There's a whole new set of longevity therapeutics coming after GLP-1s that will hopefully "knock back your functional age by 20-30 years," says @peterdiamandis: "For the first time ever, we [have] an age reversal technology going into human trials. It's [David Sinclair's] OSK https://t.co/M9qJhM7wxF

FULL INTERVIEW: @hubermanlab joins TBPN to discuss retatrutide, lookmaxxing, cannabis, his yerba mate drink Mateína, and more. 01:24 – Caffeine as a performance enhancer 03:22 – Why making energy drinks a habit can be risky 03:52 – The retail expansion of Mateína 05:15 – PEDs https://t.co/GFEBQniKHO

THE GREAT PEPTIDE DEBATE: FULL DISCUSSION Peptide bear @MartinShkreli squared off against peptide bull @maxmarchione today in a back and forth on retatrutide, BPC-157, randomized controlled trials, the FDA, the pharmaceutical industry, and more. 00:00 Opening arguments 06:08 https://t.co/ZB8wGAq2hH

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

Marginal Revolution co-creator @atabarrok says that AI replacing all jobs (which he doesn't think will happen) is a rich man's problem. "People are worried AI is going to do all the jobs. But this means we are going to be fabulously wealthy." "Even without any jobs, just being https://t.co/hharMJaFWo

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

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

.@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

BREAKING: @mcuban has purchased a Mac mini for agentic AI. He says he's still learning, but currently uses it to unsubscribe from email lists other people sign him up for. https://t.co/a7iuPXbTia

John and Jordi react to (alleged) leaks for OpenAI's new device: "Sounds like Johnny [Ive]'s team is pushing for the [AirPods] form factor... AirPods have insane product market fit, last time I checked they are a $20 billion revenue line for Apple." "If you look back [to] the https://t.co/1UKr6jDX9F

.@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

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

Jordi: How are you guys thinking about free usage limits ahead of the Super Bowl? @_sholtodouglas: It's really tough. One of the struggles is that compute is so constrained. Jordi: Yeah I noticed you guys didn't say 'Download the Claude App. There was no direct call to action. https://t.co/BS1uQ1e2ar

John: "I think some people do need to have their multiple Claude Max accounts banned. They're not building anything useful. They're wasting tokens... I'm with Claude on this." John jokes about Claude banning users from having multiple Max accounts, but points out that AI has https://t.co/dnwtLQGP5z https://t.co/gjVjfBceby

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

.@altcap surveyed 300 companies and found that even those aggressively optimizing their Claude usage still plan on growing their AI spend by a lot. "Anthropic and OpenAI will continue to grow right through the optimization, because the growth curve on penetration is so steep." https://t.co/wKEtM7cZsL https://t.co/AmZdOmb8Sw

Ray Kurzweil basically nailed the date AI would pass the Turing Test. What's interesting, says @PeterDiamandis, is what Kurzweil's predicting next: Longevity escape velocity by 2033 and high-bandwidth brain-computer interfaces by 2035. "He [predicted the Turing Test outcome] https://t.co/HqAQYPI8t6

There's a whole new set of longevity therapeutics coming after GLP-1s that will hopefully "knock back your functional age by 20-30 years," says @peterdiamandis: "For the first time ever, we [have] an age reversal technology going into human trials. It's [David Sinclair's] OSK https://t.co/M9qJhM7wxF

Hims CEO @AndrewDudum says the future of the GLP-1 market is shaping up to be "incredibly competitive", driven by new entrants and expiring patents: "When we first started putting these treatments out, the prices were $1,500/mo, now they're down to $150. I would guess three https://t.co/ME2Wh3eKR0 https://t.co/yM5sTEtv2q

.@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

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

"Internally, we don't set ARR metrics." - Replit CEO @amasad Amjad says focusing on ARR is "optimizing for the wrong thing." Instead, they look at metrics like sentiment and how much money their customers are making: "In the age of AI, I don't think about ARR the same way a https://t.co/8UrpbW6Pdj

"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

The CUDA moat is real, but probably not for long, says CEO of AI infrastructure platform Modal @bernhardsson. He says he's bullish on alternative accelerators over the 2-3 year timeline, even though there's currently zero demand from his customers for TPUs, etc. "The cost today https://t.co/la2jKoP9cz

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

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

Marginal Revolution co-creator @atabarrok says that AI replacing all jobs (which he doesn't think will happen) is a rich man's problem. "People are worried AI is going to do all the jobs. But this means we are going to be fabulously wealthy." "Even without any jobs, just being https://t.co/hharMJaFWo

.@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

"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

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

.@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

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

$NVDA is becoming more and more undervalued, and the competitive threat from TPU and Trainium are red herrings, says @firstadopter. "The stock is almost as cheap as it's ever been. It's trading at 19x forward P/E. That's below the S&P 500, which is growing at like 10%. Nvidia's https://t.co/ONmhpIwYoG

The CUDA moat is real, but probably not for long, says CEO of AI infrastructure platform Modal @bernhardsson. He says he's bullish on alternative accelerators over the 2-3 year timeline, even though there's currently zero demand from his customers for TPUs, etc. "The cost today https://t.co/la2jKoP9cz

$NVDA is becoming more and more undervalued, and the competitive threat from TPU and Trainium are red herrings, says @firstadopter. "The stock is almost as cheap as it's ever been. It's trading at 19x forward P/E. That's below the S&P 500, which is growing at like 10%. Nvidia's https://t.co/ONmhpIwYoG

$NVDA is becoming more and more undervalued, and the competitive threat from TPU and Trainium are red herrings, says @firstadopter. "The stock is almost as cheap as it's ever been. It's trading at 19x forward P/E. That's below the S&P 500, which is growing at like 10%. Nvidia's https://t.co/XtJYPXAC95

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

Microsoft CEO @satyanadella on their 2019 $1B investment in OpenAI: "Bill Gates said, 'You're going to burn this billion dollars.'" "I didn't put in that billion dollars saying, 'Oh yeah, this is going to be a hundred bagger.' That's not what was going through our heads." https://t.co/bnW6pEIIwJ

.@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

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

.@bchesky says AI is the biggest opportunity for creative people in his lifetime. "I'm really worried that an entire generation of designers, artists, and creative people are going to decide to sit out AI." "The photo and video generation models allow you to design incredibly https://t.co/56SmQnkqrX

Jordi is long the home sauna business. "The evidence is so clear. If you use a sauna daily, you'll probably extend your healthspan, lifespan." "You get the benefits of exercise, but don't have to force yourself to go on a run." https://t.co/oaKoaiDZ2w

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

Stripe co-founder @collision predicts there will be a "torrent" of agentic commerce in the future, and that the agents will transact with stablecoins, running on "really high-throughput blockchains": https://t.co/ZIjdy0eMyb

.@bchesky says AI is the biggest opportunity for creative people in his lifetime. "I'm really worried that an entire generation of designers, artists, and creative people are going to decide to sit out AI." "The photo and video generation models allow you to design incredibly https://t.co/56SmQnkqrX

.@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

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

.@cz_binance says that quantum computing may break existing crypto, and that BTC may need to fork to quantum-resistant cryptography. "Quantum may break the existing encryption mechanisms, but with quantum computing there will be new encryption algorithms." "There are already https://t.co/3fjWy2ozEl

.@MartinShkreli on quantum computing, and why early Bitcoin addresses like Satoshi's are vulnerable: "Satoshi's keys are at risk. Binance and Coinbase's keys are not. They'll be ported in, most likely, to a quantum secure system." https://t.co/SuPx1nh08f

.@MartinShkreli on quantum computing, and why early Bitcoin addresses like Satoshi's are vulnerable: "Satoshi's keys are at risk. Binance and Coinbase's keys are not. They'll be ported in, most likely, to a quantum secure system." https://t.co/pjrFDgogiB

.@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

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

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

"Nvidia is positioned perfectly to thrive on the coding agent wave" and the explosion in inference demand, says @firstadopter. "I met with Ian Buck and dozens of engineers at Meta, Google, and Nvidia. All of them are seeing crazy inference demand and AI compute shortages." https://t.co/EI7hJjlno1

.@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

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

"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

.@MartinShkreli explains why he's both bearish on prediction markets and runs a bot that makes a market in the Bitcoin 15-minute Polymarket markets: "How much are you just financializing for financializing's sake, and is that sustainable when you actually need people with tons https://t.co/AkXcTOVJF4 https://t.co/V8dBRbc7n8

Visual artist @BillyBoman_AI, who recently went viral for his 'Hollywood sign' on the 101 in LA, says Kling 3 and Seedance 2 are the two "kings of the hill" in AI video currently: "Up until 2024, Midjourney was king. Then you had Flux and a bunch of indie [models] coming in, and https://t.co/KuZVa6uV65 https://t.co/Ela3b1Gjel

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

.@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

.@bchesky says AI is the biggest opportunity for creative people in his lifetime. "I'm really worried that an entire generation of designers, artists, and creative people are going to decide to sit out AI." "The photo and video generation models allow you to design incredibly https://t.co/56SmQnkqrX

Bezel CEO @quaidwalker predicts the Swatch-Royal Oak collab will have some flavor of a Royal Oak, in a watch-slash-lanyard device with an automatic movement. He breaks down all the clues: "They used the Royal Oak font, indicating that it's going to be something derivative of a https://t.co/zY7ucCYUM8 https://t.co/ZfCBj2oTjp

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

Quinn Emanuel's @JBQLaw says they built a proprietary AI tool that can be used in real time during trial, even helping to question a witness on the stand: "We've developed in-house at our firm a platform that takes large masses of data - all the documents produced in discovery, https://t.co/zprpvEKV7P

"Everyone's making fun of these Koreans for being long memory stocks. But we're talking single-digit P/E multiples. It's probably going to last 2-3 more years. Triple digit growth." — @firstadopter "Layer that onto the fact that 4 years ago, all these memory companies saw their https://t.co/kwwtnThgLN

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

"Everyone's making fun of these Koreans for being long memory stocks. But we're talking single-digit P/E multiples. It's probably going to last 2-3 more years. Triple digit growth." — @firstadopter "Layer that onto the fact that 4 years ago, all these memory companies saw their https://t.co/n8K5r74elf

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

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

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

.@davidsenra says Shopify CEO @tobi told him we're going to look back at 2026 as "the year that every single business in the world was up for grabs." "That AI is coming for everything." "And you're going to look back and realize that this is the year it should have been obvious https://t.co/XBsQZEzHUw

.@davidsenra says Shopify CEO @tobi told him we're going to look back at 2026 as "the year that every single business in the world was up for grabs." "That AI is coming for everything." "And you're going to look back and realize that this is the year it should have been obvious https://t.co/B05kQdiKyX

.@coatue_thomas describes how a meeting with Steven Spielberg eventually taught him how to pitch companies. "Steven said, 'Every great story can be pitched in three sentences, no matter what the story was.'" "In three sentences you got the whole movie. And what I realized is it https://t.co/kaz7nHPYWE

"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

.@travisk says building a company in stealth creates a culture of builders: "You build a culture of people that want to build and do not need to be famous when they do it, which basically means - emotional intelligence." It's human nature to want to be acknowledged for the https://t.co/Num6ayYedv

.@a16z GP @DavidGeorge83 says this new generation of founders is way more hardcore: "I am all for being back in the office, working really hard, the unabashed pursuit of success. I think it's a big change in the last five or six years that's happened. It's part of what's https://t.co/SNWnfginEt

"We're about to see the explosion of analog." @garyvee wants to open a restaurant that makes you check your phone in at the door and seats you at communal tables. "Extreme AI is creating extreme analog. I think it's a barbell." "I could not be more interested in physical https://t.co/e6wNXXAF4Q

.@bchesky says AI is the biggest opportunity for creative people in his lifetime. "I'm really worried that an entire generation of designers, artists, and creative people are going to decide to sit out AI." "The photo and video generation models allow you to design incredibly https://t.co/56SmQnkqrX

.@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

.@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

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

Anthropic's @_sholtodouglas says Dario Amodei's internal communication style is producing a compendium of essays in the company's Slack that will have effectively charted the history of AGI once we get there. "He has a really, really cool communication style. He quite frequently https://t.co/zelIljKWXt

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

.@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

Hims CEO @AndrewDudum says the future of the GLP-1 market is shaping up to be "incredibly competitive", driven by new entrants and expiring patents: "When we first started putting these treatments out, the prices were $1,500/mo, now they're down to $150. I would guess three https://t.co/ME2Wh3eKR0 https://t.co/yM5sTEtv2q

CoreWeave cofounder @branninmcbee says older GPUs and servers still have strong demand, even as new generations ramp up: "Our pricing on Ampere went up during 2025, and our pricing on Hopper stayed within 10% or so of where we started the year." "Why is that happening? I think https://t.co/qtua4lKpYH

.@FerdiDabitz: "The dollar is the best product in the history of the world. Insane PMF. There's quasi-infinite global demand for it, especially outside of the United States." "There are all kinds of quantitative ways to think about this. Europe and the US contribute 40% of https://t.co/zngFuScifv

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

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

.@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

.@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

Jordi: LA is dying. If it wants to keep its status as America's entertainment hub, it needs to embrace AI. "Filming is so expensive in LA. There's so much red tape that people have to go to Atlanta, Canada, Europe, whatever." "But all the talent - the writers, directors, https://t.co/f7CntpgcXu https://t.co/3szp4Fox8r

“We’re in the top 1% of universes that we could’ve hoped for.” — Paradigm’s @matthuang John: "What’s your read on the crypto regulatory environment right now?" Matt: "Things are going well. The GENIUS Act passed, and that’s been huge for stablecoin adoption." "Obviously, https://t.co/X3CHwblg92

.@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

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

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/5zSg69Iy38

.@adcock_brett says Hark is building new multimodal models and new hardware because LLMs today are "incredibly dumb." "This should feel like Jarvis." "They don't remember anything about me, it's not very personal, they can't listen or talk to me well, they can't see the world, https://t.co/w8f2SVyVnc https://t.co/4WHyVOTrGw

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

There's a whole new set of longevity therapeutics coming after GLP-1s that will hopefully "knock back your functional age by 20-30 years," says @peterdiamandis: "For the first time ever, we [have] an age reversal technology going into human trials. It's [David Sinclair's] OSK https://t.co/M9qJhM7wxF

“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/oAULGKhrsY

“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

“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/GSJjRkSuqx

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

.@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

“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/oAULGKhrsY

“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/GSJjRkSuqx

“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

There's a whole new set of longevity therapeutics coming after GLP-1s that will hopefully "knock back your functional age by 20-30 years," says @peterdiamandis: "For the first time ever, we [have] an age reversal technology going into human trials. It's [David Sinclair's] OSK https://t.co/M9qJhM7wxF

.@a16z GP @arampell looks for five things in an entrepreneur: 1. "You can get people to quit their high-paying job for certain failure. Like the Ernest Shackleton thing — you wanted men for a dangerous journey, almost certain failure, and death, but if it worked, you might be https://t.co/bfoEVf4m1D

John does a deep dive into why every podcast has fake wood panels in the background now — a setup popularized by @hubermanlab — and shares a behind-the-scenes look at TBPN’s soundproofing in the Ultradome: "When you’re recording a podcast, you want good audio quality. You don’t https://t.co/2t49fYVtRO https://t.co/82rYNqaIMG

"We're about to see the explosion of analog." @garyvee wants to open a restaurant that makes you check your phone in at the door and seats you at communal tables. "Extreme AI is creating extreme analog. I think it's a barbell." "I could not be more interested in physical https://t.co/e6wNXXAF4Q

.@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

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