proud investor and user!

Unpopular Opinion: I'm ok with dying.

Stay away from people like this. When you have no more status, connections, or favors to offer them you will be discarded. They do not care about how smart or capable you are, only the perception of it.

No one is doing it like Team Abdul right now 🔥🔥🔥 All gas no brakes, 2 weeks to win this

“He's gunna go up to the Upper Peninsula and get a pretty cold welcome.” And the UP said…

Foursquare was so hot after it launched the founders could have made ~$100M in a year over 15 years ago. Instead they chose to try and build an enduring company. Sometimes that works out, other times it’s a long grueling grind with no great outcome. Great writeup here:

If $500K gets the company where it needs to go, there is no prize for raising $5M. Every extra dollar comes with dilution, expectations, and less control over what happens next. Raise enough to reach the next meaningful milestone. More capital doesn’t automatically create a better company. ✨

Palestinian

If you're not trying to build something huge, you probably shouldn't raise venture money. There are easier ways to buy time.

Foursquare was acquired last month. The outcome was disappointing. It's taken me a while to write this, but I think I'm finally done grieving it. Here are some thoughts on our final years, an effort to honor the team who helped build & maintain FSQ's legacy, and my attempt to finally get some closure. teendrama.substack.com/p/som…

AI coding dramatically accelerates second movers advantage.

We’ve acquired Orchestra Bio, a platform that helps biopharma teams coordinate the complex process of drug development. Together, we’ll build on Rosalind, our AI models and tools for life sciences research, to streamline those operations and help new treatments reach patients sooner. Welcome @ashokaraj_ and team! openai.com/index/openai-to-a…

Salary of the ex-OpenAI employee arrested for allegedly planting a secret recording device: $385K with $2.2M in stock

JPMorgan has deposited $38 million with the Central Bank of Nigeria as it moves closer to securing a banking license in Africa’s most populous nation, according to sources bloomberg.com/news/articles/…

🚀 Introducing DeepInfer, our in-house inference framework, now fully open source! Powering DeepSeek-V4.1-Flash at scale with high throughput and low latency. We’re sharing our production stack to help the community lower compute costs, reduce energy use, and make AI more affordable. 🔗 github.com/deepseek-ai/DeepI… 1/4

Not to give China credit for anything, but the BYD is a real car. The Tesla Roadster is a tinfoil silhouette with a gas cannon in it. One is a real vehicle. One is a shiny toy to keep dumbfucks occupied.

If you seriously believe that events in France are a result of *immigration* you are actually human cattle and will believe literally anything.

I recommend giving the shares directly to the public

AI predictions for next 6-9 months -> Anthropic/ OAI fail to ban OSS in the US -> Anthropic/ OAI continue to innovate product but stall on fundamental tech breakthroughs -> SOTA Gemini 4 launches at 10x lower cost -> Elon open sources Grok -> Anthropic/ OAI ARR growth stalls as enterprises move from tokenmaxxing to rational token consumption/ OSS -> slow realization in public markets that AI may not replace human labor in next 1-3 years/ has not had a fundamental tech breakthrough in over a year/ lacks ROI/ AI hyper and lab spend not durable -> moonboy VCs/ hedge funds/ softbank continue to fund Anthropic/ OAI equity raises in private markets as public markets for them are now fully closed -> CXMT, YMTC announce capacity expansions significantly above market expectations -> hypers deliver good q326 results on first look but fail to show meaningful AI ROI, guide to "significant capex expansion in fy27" -> broad realization in public markets the AI dream we got sold on is not anywhere close to realization -> 10yr hits >5% -> hyper bonds reprice >10%, CDS hit 3x current levels, and AI credit market dries up as market realizes GPU ABF was not a good idea -> hyper equities reprice 30-50% lower -> ORCL falls below $30 as rumors of bailout make the round -> market realizes memory is cyclical and LTAs won't hold -> 50% of korean traders get wiped within a week -> hypers cut fy27 capex -> semis reprice >80% lower -> fed cuts >150bps to avoid recession

The BBC has witnessed Israeli settlers attack Palestinians and set fire to olive trees in the occupied West Bank. 🎧 #GlobalNewsPod bbc.in/4hXVX4b

Let's talk about my name.