Sublime

🚨🚨🚨 POD UP! travis kalanick (@travisk) and keith rabois (@rabois) fill in for sacks and friedberg! -- grok 4 launch wows -- learning "the bitter lesson" in ai -- ai-native browsers: hail mary, waste of time, or killer... See more

Silicon Valley badly needs a 3-hour long @AcquiredFM podcast about Bloomberg, because no one here seems to fully grasp what it is or why it’s so hard to disrupt.

Some thoughts on the topic du jour in tech right now -- the sudden reappraisal of tech-enabled businesses based on gross margins/unit economics. Here's what founders need to know. The Gross Margin Problem: Lessons for Tech-Enabled Startups https://t.co/NvQ23q3Lpg

FORMER FINANCE PROFESSOR TAD SMITH: "After 25 years teaching finance, I realized at 58: If the money printer grows 8-10% annually and the S&P 500 returns ~9%, it’s just treading water. True wealth comes from outpacing the printer. That’s the #Bitcoin journey." 👏 https://t.co/vYBeKKLONl

A room full of AI engineers just voted Perplexity most likely to fail at a major conference and nobody’s talking about what that actually means. These are the people building LLM products. They looked at a $20B valuation and said “dead company walking.” That’s not skepticism about AI. That’s pattern... See more