these charts always exclude my boy groupon 🚀🚀🚀

Thanks for coming on the pod @pitdesi You’re awesome Please buy your team some donuts or yourself some fancy running shoes!

For me at least, original content rewards seems to be the same as what revenue sharing was before

Got $408 from Muse finding owed money from 15 years ago and filling out a form for me

Good list but Silicon Valley is a glaring omission, would be in my top 10 I’d also add Last of Us and Pluribus

What I Got Wrong About Meta’s Muse: Meta didn’t need frontier intelligence to build a really good AI app. A ‘next-level-down’ model was good enough. bigtechnology.com/p/what-i-g… ht @pitdesi @ranjanxroy

Is it good?

Muse will be the top installed app for a while thanks to Meta’s distribution might.. But they are starting to have a retention issue: most people still don’t know what to do with a personal agent, so they lose interest after a while. I bet Muse will get much more proactive rather than reactive like it is today: “I can take care of this for you. Want me to?” I think there are a LOT of money saving opportunities in finance “Your credit card is charging 27% interest. You qualify for a much cheaper way to pay it off. Want me to move it?” “You have $8,000 sitting in checking earning almost nothing. Want me to move the excess to a higher-yield account?” “You’re paying off three debts. Putting your extra $300 toward this one first will save the most interest. Want me to change the payments?” “Your car insurance just went up 22%. Want me to shop for a cheaper policy?” “You’re paying for two subscriptions you haven’t used in months. Want me to cancel them?” “Your employer will match another 2% of your 401(k) contributions. Want me to increase it?” “Your credit card annual fee is coming up, but you barely used the benefits. Want me to downgrade it?” Other non finance examples: “Your kid’s soccer practice moved to 6:30. Want me to tell your spouse and update the calendar?” “This group chat has been trying to pick a restaurant for three days. Friday at 7 works for everyone. Want me to book it?” “Your package is delayed and will now arrive while you’re at work. Want me to change the delivery?” “Your sister’s birthday is Saturday. Here are three gift ideas under $50.” “You usually order groceries on Sunday. Want me to rebuild last week’s cart?” “You told your friend you’d send them those photos. Want me to do it?” “You’re running late for dinner. Want me to text the group your ETA?” “One of the Marketplace couches you saved just dropped $100. Want me to message the seller?” “Your flight is delayed. Want me to tell the person picking you up?” “You’ve been trying to make plans with three friends. Saturday afternoon is the only time everyone is free. Want me to organize it?” “Your dentist asked you to reschedule. I found three open appointments that work with your calendar. Pick one?” “Your child’s school sent a permission slip due Friday. Want me to remind you tonight?” “You said you need to return something to Target. The return window closes in four days. Want me to remind you when you’re near one?” Basically moving from: You think of a task → you ask → AI helps. To: AI notices something → suggests an action → you approve. Then you trust it and Muse handles routine things automatically and tells you afterward. IMO people aren’t going to keep opening an agent because it can answer questions, unless they are subbing muse for ChatGPT; I don’t think it’s there yet… They’ll keep opening it because it keeps saving them time, remembering things they forgot, and taking annoying little tasks off their plate.

Wonder how these mortgage rates will impact San Francisco. I imagine not much at the high end where things have been going crazy (cash buyers less sensitive to rates)

Had an awesome time yday chatting w/ @jgreze from @TownAI & @GeorgeKurdin from @usemonk about building agents Quote of the evening was "the category we picked is a knife fight, and I'm going to spend my 40s stabbing everyone until I win" 🤣 Will share more on what we discussed in the coming days Thanks to the @coastpayments team for hosting us!

Idk what people are talking about with this affordability crisis… You can buy a detached single family house in San Francisco for under $400k! redf.in/Peomtm

Remember car break-ins? San Francisco is on pace to end 2026 with a small fraction of what *used* to be our City’s most pervasive crime. Automated License Plate Readers (ALPRs) have been a game-changer in ending that. Yet, incredibly, some activists want ALPRs gone… (1/2)

Unfortunately for Republicans, the situation is very easy to describe: 1. Trump won a cost-of-living election 2. Then he publicly announced a plan to raise the price of imports 3. Then he even-more-publicly started a war that raised the price of gas 4. Meanwhile, he got rich on crypto scams, while engaging in downright Pynchonian misadventures with the reflecting pool and ballroom, which sent the unmistakeable signal that "I care more about random bullshit than America's money problems ... and also I'm not even good at executing on the random bullshit"

Meta is cooking I bought the new Ray-Bans