Tuesday, May 19, 2026

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

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

Jordi: "I woke up this morning and was like, 'That is really funny. Allbirds became such a part of the uniform of Silicon Valley. It was something Silicon Valley was mocked for." "And to take that corporate shell, and make a mockery of our industry again feels quite fitting." https://t.co/fx7Vpc1sC6 https://t.co/JcQ3lDUljs

Alex Karp says @PalantirTech is hiring more FDEs because it can’t keep up with client demand for them: “If you’re aligned, broadly speaking, with ‘America is a great country’ - you don’t have to agree about anything else - and you’re technical or just smart, apply. We need you.” https://t.co/HV58Cz7GuR

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

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

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

The 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

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/vxSQXlrkbV

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/X1hchnwsTr

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

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

.@zebulgar on data centers in space: "Do I think that the space economics are going to beat out nuclear powered data centers run by Crusoe in Texas? No, man, come on." "In order for that to work, you have to be short nuclear, short optical fiber on the ground, short the https://t.co/bkP0dmOoIJ

"If you're betting against space data centers, you're betting against compute growing." - @princeofprawns0, author of the recently viral model on space compute "Our minds haven't evolved to understand just how much space there is in space." "If you don't believe there's going https://t.co/8MKr6XDtZs https://t.co/hmMRyCPEP8

.@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

SemiAnalysis' @fabknowledge thinks something weird and existential is going on with Microsoft and AI. "Microsoft's not in the race. Where are they? They're getting owned." "It's a skill issue. Clearly something is going on. Honestly, the thing that makes me most bearish is the https://t.co/SGNmoaLDi3

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

.@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

.@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

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

Jordi: New Jersey had some success banning a new data center project. What are you tracking right now? @esaagar: "A lot of these people are actually showing up to town hall meetings. The lines are so long, until 4 a.m. People are bringing their children with signs that say, 'No https://t.co/SAVApf8eGY https://t.co/R4UIsJwHmY

.@zebulgar on data centers in space: "Do I think that the space economics are going to beat out nuclear powered data centers run by Crusoe in Texas? No, man, come on." "In order for that to work, you have to be short nuclear, short optical fiber on the ground, short the https://t.co/bkP0dmOoIJ

.@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: I used to get 90% of my calories from Chipotle at certain times in my life...it was something to look forward to. But the last time I pulled over to get Chipotle, it was like, 'This is going to be rough.' The quality has degraded... I'd rather fast than eat Chipotle. https://t.co/9N6GEepXre

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

John and Jordi share tips and react to @jmrphy's viral post on parenting: "You have to use what I call the 'Dan Bilzerian method of parenting.' Just assume you're Dan Bilzerian, but instead of entertaining an Instagram girl, you're entertaining a four-year-old." "Get them a red https://t.co/M2m693UIEB https://t.co/shpxRULIS4

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

.@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

Jevons' Paradox in the wild: Lovable co-founder @antonosika says that as his company has adopted AI more and more, he's been hiring more engineers, not reducing headcount. https://t.co/cc2dVGiYKM

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

Y Combinator co-founder @paulg says he's constantly telling founders that all that matters is growth rate, not the absolute numbers. His rationale is straightforward: mathematically, if your growth rate is high enough, it simply doesn't matter what the absolute numbers are. https://t.co/1tCMU3m7aw

John and Jordi share tips and react to @jmrphy's viral post on parenting: "You have to use what I call the 'Dan Bilzerian method of parenting.' Just assume you're Dan Bilzerian, but instead of entertaining an Instagram girl, you're entertaining a four-year-old." "Get them a red https://t.co/M2m693UIEB https://t.co/shpxRULIS4

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

"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

"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

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

"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

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

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

.@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

.@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

$FIG CEO @zoink describes the AI psychosis he's been seeing among engineers lately: "It feels like there's a lot of tunnel vision right now. Especially for engineers." "[People] get very latched on to an idea. Then the AI psychosis sets in. And you're like, 'This is the best https://t.co/ALtyDweas8

"I think the whole looksmaxxing phenomenon is really, really dangerous and foolish, especially for people younger than 40." - @hubermanlab "If you're a guy taking pictures of your abs and posting them online, you need to invest money in a psychologist, not in peptides." "We're https://t.co/smHzYc17QX

“I have very high caffeine tolerance.” @hubermanlab breaks down caffeine intake, which includes 4–6 cans of Mateína yerba mate per day, and occasionally a couple double espressos: “Caffeine's great. It's definitely a performance enhancer - so much so that the people who https://t.co/ib2z3TQM4N

Wombos: word combos Quiche: something that's quirky and niche Lorain: when you explain the lore Choppleganger: a less attractive version of someone or something https://t.co/yTTGvCi3hR https://t.co/bxn4Q6N8jv

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

John talks about his "ASI" experience using the new Anthropic-powered Slackbot: John: "I probably had around 200 notifications across 15 different channels... it put together a deep research report of every little item... it was exactly what I wanted to catch up." @Benioff: https://t.co/bglRKPKyve

Jordi: I used to get 90% of my calories from Chipotle at certain times in my life...it was something to look forward to. But the last time I pulled over to get Chipotle, it was like, 'This is going to be rough.' The quality has degraded... I'd rather fast than eat Chipotle. https://t.co/9N6GEepXre

What @coatue_thomas learned about TSMC work culture when visiting Taiwan: "I'm driving back to Taipei City with my host from TSMC and we're on the highway and there's a golf course and it's nighttime, so there's lights and people playing." "I very innocently turned to him and https://t.co/MGDyr2EJ2W

What @thomas_coatue learned about TSMC work culture when visiting Taiwan: "I'm driving back to Taipei City with my host from TSMC and we're on the highway and there's a golf course and it's nighttime, so there's lights and people playing." "I very innocently turned to him and https://t.co/LYHbfBAquT

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

Parents are waking up to how bad screen time is for kids. Schools that have banned phones are seeing extraordinary results. @esaagar breaks down the vibe shift, and says parents are now asking to get rid of school-issued Chromebooks and switch back to pencil and paper. https://t.co/Bhum1Y1LFl

Happy 21st birthday to our intern @tylercosgrove 🎉 We let him have his first sip of alcohol on today’s show https://t.co/XtR3AFRCkr

In 2005, Four Loko came in 23.5oz cans, was 12% ABV and included 156mg of caffeine - the rough equivalent of drinking 4 beers and 2 Red Bulls simultaneously. Phusion Products, the company behind Four Loko - and other drinks like "Earthquake" and "Pirate Water" - is now working https://t.co/0elmLqa9qp

.@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

"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

"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

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