Sublime

In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth. SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a force of nature and energy who apparently... See more

Had another "oh fuck AI is eating the world" moment today. A friend demo'd an exact rebuild of ChatGPT's Canvas product for me. It took him 5 days of coding and is just as good as the original. I don't think software companies realize how screwed they are in the absence of

Weird convergence in tech industry: Notion adds AI research, meeting notes, enterprise search. So do Atlassian, Grammarly/Coda. Glean. Granola. Cursor. OpenAI buys Windsurf/Codex. GitHub and Google follow. Browsers are next. Is the... See more