Paul Graham: AGI Isn't a Finish Line, It's a Smear⁣ ⁣ "We thought AGI would be this finish line. We'd cross it, it would be very clear. But when you're standing on the finish line, you realize it has width... The finish line is actually a smear, and we're on it. That's why you can't get your restaurant times."

Peter Thiel: Everyone Secretly Agrees the Antichrist Is Near⁣ ⁣ "Everybody thinks, everybody says that the Antichrist is a crazy idea, and the reality is they actually secretly agree with me." — @peterthiel

Peter Thiel: Is Europe's AI Effort Concorde or Minitel?⁣ ⁣ "If you ask the question about AI in 2026, is it like the Concorde, or is it like Minitel? If we were honest, my assessment is that Europe's further behind than Minitel was." — @PeterThiel

Peter Thiel: A Democratic Socialist Could Win in 2028⁣ ⁣ "If the Republicans get wiped out in the midterms this fall, then the Democrats will think that they will win no matter what in 2028... there probably will not be as strong a firewall against pulling out all the stops to prevent a Democratic socialist from winning... let's say it's a 50% chance."

Notre Dame's endowment rarely hammered GPs on terms. ⁣ ⁣ Instead of a flat 30% carry, they'd tell managers: start at 20, go to 30, maybe higher if you clear 4-5x the fund.⁣ ⁣ Scott Malpass's logic: "I'm happy to pay up for excellence as long as the terms are balanced."

Sam Altman: This Is Like Going to Get Fire From the Gods⁣ ⁣ "We have only scratched the surface of figuring out how to build great products that really make people more capable, more powerful... this is like we went to go get fire from the gods." — @sama

Sam Altman: Tech Isn't Neutral, and AI Companies Know It⁣ ⁣ "The choices that companies building this stuff make do have real consequences... It cannot be that a small number of companies building these models get to make the decisions that the world should get to make." — @sama

Sam Altman: Why AI Will Stay Human-Centric⁣ ⁣ "People don't care that much what a machine does... We are obsessed with other people. We really care about being useful to other people. People are going to use this tool to do things for other people... we're going to stay in an extremely human centric world no matter how good the technology gets." — @sama

Greg Brockman: If We Ban Data Centers, China Writes the Rules⁣ ⁣ "AI will continue without us, and then we'll have zero say, as opposed to we're the leaders, and then we have all the say... we could just say, hey, you have to be a well behaved data center as opposed to we're going to ban them or we're going to stop AI."

Michael Bruun of Goldman Sachs on the thing that never shows up on a balance sheet:⁣ ⁣ "Does this company have a good tech stack? Does this company have a homogeneous set of data? Is it a clean dataset?"⁣ ⁣ 25 ERP systems. No data lake. A dataset that's been neglected for years. None of that appears in the financials, but it determines how a company adopts AI, and Goldman bakes the cost of fixing it directly into their return model.⁣ ⁣ It's future-proofing. Fix the plumbing during the ownership period, and a strategic buyer sees a company that's already ready.⁣ ⁣ There's a J-curve. It costs real money upfront. But the alternative is selling a company that looks fine on paper and can't actually use the technology everyone assumes it can.

Greg Brockman: OpenAI's Real Strategy Is Deeper Co-Design⁣ ⁣ "The theme of OpenAI, certainly for the past five years, has been deeper co design, deeper intertwining across these functions that are maybe on the surface very disparate, all the way from go to market to long term research to chip design." — @gdb

Greg Brockman: We're Building an End-to-End "Defense Factory" at OpenAI⁣ ⁣ "You wanna be in this tight loop of new cyber capability drops, you deploy it against your systems, you find the new holes... find vulnerability, triage it, remediate, deploy, validate. If you can do that at machine speed, I think the defenders will be advantaged in deeply significant ways." — @gdb

Greg Brockman: 1.5 Billion People Tried ChatGPT and Left⁣ ⁣ "People shouldn't have to extract from the AI what it's capable of. It should go the other way around. The AI should say, hey, I can help you in this new way... we have something like another maybe 1,500,000,000 people who have used ChatGPT and don't use it anymore." — @gdb

Why AI Could Spark a Renaissance of Entrepreneurship⁣ ⁣ "People are not valuable just because we can do tasks, right? We're valuable because we're people... we should be in a world where the ceiling of ambition is higher than ever before. And I think we're going to see a wave of entrepreneurship." — @gdb

Ten years ago venture was a reputation business. ⁣ ⁣ Investors built decades-long track records and founders came to them.⁣ ⁣ Today it is a media business. TBPN gets acquired, Harry Stebbings deploys a billion dollars, and distribution matters as much as judgment.⁣ ⁣ The exit side changed too. Ten years ago you had 10 investments, one or two hit, the rest sat quietly, done. Now companies stay private forever and public markets are unforgiving, so big firms are standing up capital markets teams just to decide what to buy, hold, or sell.⁣ ⁣ Lightspeed has one. It didn't exist when Bill Gurley was blogging or Fred Wilson started writing.⁣ ⁣ Marketing, sourcing, exits — all getting institutionalized. The lone investor with a great instinct is turning into a firm with a media team and a trading desk.

Greg Brockman Explains Why Astra Finally Earned a Major Version Bump⁣ ⁣ "Astra is really a step function on so many axes... The problem we always have is that our models are kind of incrementally getting better, and so it just never feels like it's the right moment to go for a major version bump."⁣ ⁣ "This one just happened to be the first time that we actually had this almost discontinuous step." — @gdb

Greg Brockman: We're Now In The AGI Era⁣ ⁣ "We are now in the AGI era. Safety, security, alignment—really thinking about these things not just at deployment time, but all the way back at development time, evaluation. It's objective. This is critical. It must happen. This is core to our mission." — @gdb

Warren Buffett was once asked how he got so rich.⁣ ⁣ His answer: I started early. I'm in my nineties. I just compounded year over year.⁣ ⁣ People wrote that off as false modesty. But run the numbers. It's 25% compounded for eighty years. 10M to 30M to 50M to 100B. He didn't theorize the thought experiment. He lived it.⁣ ⁣ Compounding is the most undefeated idea in finance, and everyone still underprices it, because the hard part was never understanding it. The hard part is discipline. Not trying to be the hero. Letting the simple thing work.

Paul Graham: The First AI Was Basically a Bullshitting Undergrad⁣ ⁣ "Instead, what we got was basically a full on human but full of shit. Like the first versions of ChatGPT were like an undergrad trying to bullshit his way through a paper." ⁣ ⁣ "Something plausible sounding... Nobody expected when the first plausible AI turned up, it would be like a bullshitting undergraduate." — @paulg

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