Feels like there is asymmetric risk for crypto this week (to the upside) with negative sentiment around tomorrow’s Senate procedural vote on the Clarity Act and the consensus expectations for a 25 bp Fed rate hike on Wed. Interesting setup.

Someone needs to find the AI agent responsible for scheduling the @USOpen and delete the whole “NY state of mind” section of its markdown file. We can hit pause on the AGI debate for now, too. A 3:30AM ending to a quarterfinal match is ridiculous! Congrats @BenShelton 🇺🇸

Congrats to the @SambaNovaAI team! FYI for aspiring individual, accredited investors, I used @EquityZen to get a stake in 2024. Also used it to invest in Stripe and Rubrik. Highly recommend it.

Well, I didn't have "Offspring frontman delivers best commencement speech of 2026" on my bingo card, but here we are 👏👏👏 youtube.com/watch?v=rQicKra-…. Congrats to all the graduates! Dream big. Make pivots. Enjoy the journey.

"We believe we have identified the largest actionable total addressable market (“TAM”) in human history." Source: SpaceX S-1. I led an S-1 TAM estimate project as a mgmt consultant. They're optimistic by nature, but this statement was likely SpaceX's most conservative way to frame it 🚀

Wow, @Google, @sundarpichai what a quarter! EPS up 82%, operating income up 30%, Cloud revs up 63%, and Waymo >500K rides per week. And increasing the dividend despite the capex spend?! Now you're just showing off 🚀🚀🚀

I used ~20M tokens on Claude over the past 30 days. It's been my daily copilot on a mobile project, juggling ~8-10 scheduled tasks and making me feel superhuman. Today, I learned that top SWEs are burning >1B tokens per month... more in a DAY than I did last month. Just insane.

For the love of neighborhood live music! 🎸

More drone awesomeness in SF 🇺🇸

Watch this and reach out to a friend or two today ❤️

"There’s a common assumption that younger workers will adapt more easily and older ones will resist. But the dividing line isn’t generational—it’s dispositional. Willingness to change seems to operate as an independent variable, cutting across age and seniority in ways that defy easy categorization. I’ve watched 15-year industry veterans pick up these tools and absolutely crush it." 🎯

Anthropic / Dario at MS TMT conference - confirms now run rating over $19 B in revs (added $6 B in Feb). “We believe in America & we believe in helping to defend our country…will continue to work to figure out a solution with DOW.” Critical moment. Welcomed remarks. 🇺🇸🇺🇸

"I ran for mayor because some of the stories about this city were true.. We had problems and we had lost our way as a city.. We're moving in the right direction and we have taken control of our city" ~ @DanielLurie #PMSLive

OK, this was hilarious. I’m admittedly pro (relevant) ads in AI, but humor is a great way to convince people otherwise. Well done, @AnthropicAI 🤣

And this is why @CNBCFastMoney is the best finance show on TV: @MelissaLeeCNBC: let's revisit the rules...(1) acronym must be a real word @karenfinerman: great, my acronym is B-DANG. You're welcome. Unapologetic wisdom from the Chairwoman 🤣🤣🤣

I love this. What's your misogi for 2026? HNY 🎉

In 2026, multi-player AI will eat single-player AI. Right now, most AI tools are built for one human + one model in a private workspace. ChatGPT, Cursor, Claude. Incredibly powerful, but currently optimized for individuals. The impact is massive: drafts, code, specs, campaigns, workflows. But almost none of it is shared, aligned, or contextualized across a team. We've seen this movie before. Cloud 1.0 was just "the same software, but online". The real breakthrough was collaboration. Google Docs beat Word. Figma beat Sketch. Notion beat Evernote. Every single-player tool lost to its multi-player counterpart. AI is about to go through the same transformation. AI 1.0 gave individuals superpowers. AI 2.0 will give teams superpowers. And just like cloud, single-player tools will go multi-player or get replaced. If you're building here, I'd love to talk.