Thursday, June 18, 2026

FULL INTERVIEW: @sama joins TBPN to discuss GPT-5.3-Codex, AI agents, Anthropic's Super Bowl ads, and more. 00:00 GPT-5.3-Codex 02:27 AI agents and the future of work 03:20 The role of forward-deployed engineers in AI 05:42 AI benchmarks 07:29 Emotional attachment to chatbots https://t.co/Z2OujEruPi

.@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

.@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

.@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

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

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

Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI, and 4.8x more than Microsoft. And he worries this advantage will allow Google to run away with the AI race, with no one else being able to catch them. "For every one page that OpenAI sees, https://t.co/oB5IjrgetW https://t.co/Iu90dZkljU

Meta CEO Mark Zuckerberg on why glasses are the ideal form factor for AI: "Every new important technology needs a new class of devices to make it first class." "You take out your phone, you're gone from the moment. Glasses can bring that back." "It's really the only form https://t.co/EDz9sqv2zj

.@signulll says his new company is building "Facebook News Feed 2.0": a highly personalized feed powered by 22 AI agents that lives on your home screen: "We basically ask you to install two widgets — a medium widget and a large widget that encapsulates the entire home screen. https://t.co/mMWMS7vmgN

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

John: @Avischiffmann might have unlocked an entirely new strategy for billboard campaigns by buying non-premium ad space up at extreme discounts. "I wouldn't be surprised if next year, this becomes the go-to copy-paste strategy for companies with ~$1M marketing budgets." https://t.co/5ie58623sN https://t.co/tEAkjmf8DB

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

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

"I do find it fascinating, considering that when you actually look at the portfolio overlap, it's insane." @jordihays and @johncoogan on the General Catalyst ad: "Almost all of their winners — they are in both companies. They're backing a lot of the same companies." "General https://t.co/zit4bzRsKA

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

Meta CEO Mark Zuckerberg on why glasses are the ideal form factor for AI: "Every new important technology needs a new class of devices to make it first class." "You take out your phone, you're gone from the moment. Glasses can bring that back." "It's really the only form https://t.co/EDz9sqv2zj

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

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

.@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

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

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

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

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

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

.@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

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

Lightspeed's @buckymoore says the real opportunity in the AI app layer is in large industries far enough afield from where the model providers are today — and where the context engineering to get customer data into the model is extremely nuanced and messy. "I think this is kind https://t.co/uHEcGRKauT

“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

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

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

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

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

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

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

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

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

.@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

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

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

YouTubers have finally gained a foothold in Hollywood. Here's why. The breakout successes of Obsession and Backrooms show that Hollywood's economics are changing. You still need huge, specialized production teams for franchises like Star Wars, where the audience is pretty much https://t.co/eYl9YMIL4k https://t.co/lVneOu9B6T

"If you talked to a coder and told them, 'I'm going to take away GitHub Copilot and the agentic coding capabilities,' they'd be like, 'I refuse to work in this environment.'" "It's just inhumane, almost." President of Business & Industry Copilot at Microsoft @clamanna: "The https://t.co/Fm1wAYfPrU

"Our goal is to make intelligence either zero or one tap away, not one prompt away." @signulll describes the new AI company he's building: "Unlike Claude or GPT, where people actually make requests or go on there and type something, we're doing it on your behalf. We're doing https://t.co/xI8jPbZDsV

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

.@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

Lightspeed's @buckymoore says the real opportunity in the AI app layer is in large industries far enough afield from where the model providers are today — and where the context engineering to get customer data into the model is extremely nuanced and messy. "I think this is kind https://t.co/uHEcGRKauT

FULL INTERVIEW: Alex Karp joins from AIPCon 10 to discuss tokenmaxxing, why taste matters in business, and political backlash against AI. 00:30 - Alex Karp's 5m30s dead hang routine 3:00 - Alex Karp on toxenmaxxing and the state of AI 5:10 - You can't scale taste 8:30 - AI https://t.co/iiFKaUlnNE

Meta CEO Mark Zuckerberg on why glasses are the ideal form factor for AI: "Every new important technology needs a new class of devices to make it first class." "You take out your phone, you're gone from the moment. Glasses can bring that back." "It's really the only form https://t.co/EDz9sqv2zj

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

The size of the Cheeky Pint pint glass is very suspicious. Especially when Elon is holding one. We did an analysis comparing it to an image of Timothée Chalamet drinking Guinness to get to the bottom of this scandal. https://t.co/ailxAGj96Y

"I worry the world is just becoming a lot more correlated. That's my big worry. That if things ever did go down the drain, there's nowhere to hide." - @tylercowen on the rush into precious metals "We've realized Bitcoin is not a hedge. Where else do you go?" "The rest of the https://t.co/EveP7Wo0A3

"The reason you'd say Bari is doing an effective job managing CBS is because people are talking about CBS content in a way that I've never seen." "No shade to the people running it before, but - what content was on that network?" "It didn't exist before Bari. Now it exists." https://t.co/JxCalIUbHv

.@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

Sequoia’s @shaunmmaguire wrote a private hardware manifesto arguing that over the next 25 years, most of the money will be made in hardware: "Every software revolution is preceded by a hardware revolution." "To have the iOS App Store that enabled Uber, DoorDash, and all of https://t.co/VS4jeZw40b

Sequoia’s @shaunmmaguire wrote a private hardware manifesto arguing that over the next 25 years, most of the money will be made in hardware: "Every software revolution is preceded by a hardware revolution." "To have the iOS App Store that enabled Uber, DoorDash, and all of https://t.co/VV1iQp5VgN

Sequoia’s @shaunmmaguire wrote a private hardware manifesto arguing that over the next 25 years, most of the money will be made in hardware: "Every software revolution is preceded by a hardware revolution." "To have the iOS App Store that enabled Uber, DoorDash, and all of https://t.co/GvqbfrcU0q

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

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

What happens to Chinese AI once American companies stop releasing frontier models internationally? @gavinsbaker says that China's made a "terrible mistake" by relying on its own chips and distilling American models: "It feels like the administration has been willing to let them https://t.co/3e5lVxuj0j

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

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

"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

Y Combinator's @lutherlowe says Apple's culture is "one of absolute control": "I think that we have reached this inflection point where — if I've got my MacBook in my lap, I can open it up, download any app I want, open Terminal, and do all kinds of crazy mods." "But the https://t.co/NZDvhP6sns

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

Uber founder @travisk says that whenever he meets up with @jason, he makes sure to praise him for being early on Uber: "Whenever I meet with him, I'm like, 'Dude, I'm so honored to be meeting with one of our early investors.'" https://t.co/O9Zdk93f7V

BREAKING: @travisk says he's relocated from California to Texas. "On December 18, I moved to Texas. I don't know what's so specific about December 18, but let's just say it's prior to January." https://t.co/d609lo2E1s

BREAKING: @travisk says he's relocated from California to Texas. "On December 18, I moved to Texas. I don't know what's so specific about December 18, but let's just say it's prior to January." https://t.co/d609lo2E1s

Tyler explains to John and Jordi how Japanese Twitter flooded American Twitter over the weekend, spreading international goodwill and cheer: https://t.co/4dM2xpz46M

"Sir, Cursor has agreed to a $60 billion acquisition. And if they don't sell, they're getting $10 billion of non-dilutive capital." Thoughts and prayers for SBF. https://t.co/1UF6q1fYbb

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

"Lest we be overconfident in Silicon Valley, let's remember a small group of activists shut down supersonic technology, and all nuclear energy in this country. It's a disaster." @altcap explains why a data center moratorium would be "horrific" for America: "All of our GDP https://t.co/WYYUbMDBTv

Last September Alex Karp revealed his mental model of the current world order on TBPN: "America is power player #1 right now. You can't compare America to something you're pretending in your head could be America." "Compare it to China: You wanna have no rights? Compare it to https://t.co/5F3IbwKhWI https://t.co/a00pago9yI

"If you're an investor, why are you not focused on investing in things that have America's interests at heart?" @kylekuzma discusses why he’s a major proponent of American Dynamism: "You think about space and defense and where we're at in the world, and our counterparts are https://t.co/RPsOJvAMxt https://t.co/09whqQBLfE

"Lest we be overconfident in Silicon Valley, let's remember a small group of activists shut down supersonic technology, and all nuclear energy in this country. It's a disaster." @altcap explains why a data center moratorium would be "horrific" for America: "All of our GDP https://t.co/WYYUbMDBTv

"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

.@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

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

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

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

Stripe CEO @patrickc predicts software will shift from "mass-produced, industrial scale" made "years beforehand" to bespoke, custom software created the moment you need it. "Up until now, the economics of software have been conceived of as fixed cost, then infinitely monetized. https://t.co/nd84VI0Rwp

Stripe CEO @patrickc predicts software will shift from "mass-produced, industrial scale" made "years beforehand" to bespoke, custom software created the moment you need it. "Up until now, the economics of software have been conceived of as fixed cost, then infinitely monetized. https://t.co/GAUeqbhHJC

Anthropic's @_sholtodouglas says Dario Amodei is chronicling the path to AGI through a series of essays he writes in the company's Slack channels: "He has a really, really cool communication style. He quite frequently puts out very well-reasoned essays. And throughout Slack, https://t.co/z8LYetNjck

$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

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: @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

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

"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

The odds of Elon winning his lawsuit against OpenAI spiked from 36% to 57% on Kalshi after he posted "I've lost a few battles over the years, but I've never lost a war." John and Jordi react: "If Elon wins...does he get equity in OpenAI? There could be the nuclear option where https://t.co/jU0quXz4WE https://t.co/bll8hGxYC2

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

.@garrytan says he's telling former technical CEOs to step out of manager mode and get back to building: "My output in terms of real products—not just lines of code—is 90x that of what it was in 2013." "I was talking with a bunch of former-very technical CEOs who now are in https://t.co/yp0dVPZJ3n

.@kylekuzma credits his mentor Kobe Bryant with helping him get his start in investing. "Kobe Bryant was a really good mentor for me. He had a fund right before he passed away, and he told me to get into it. I think that was my very first access to the VC and tech space." "We https://t.co/IuHHB0Edu6

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

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

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

.@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

.@CathieDWood says that GDP growth will go north of 7%, inflation will go negative, and that the biggest entrepreneurial explosion in history is coming. "Between 1500 and 1900, @wintonARK learned that real GDP growth was 0.6%. Then we had railroads, internal combustion engines, https://t.co/I4zgSf73qB

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

Making a big deal of a fundraise "would be like showing you my office lease. We need it to get things done. But that's not the important thing." - @Sirupsen "We want people to focus on what our customers say, and what they're doing with turbopuffer. That's what we care about." https://t.co/kFoyGM1hdt https://t.co/tGImgS2C66