I’ve always believed that opportunities live between fields of expertise. If something fits neatly in a bucket, it’s probably already priced in. This has been my investment philosophy, a metaphor for my career and where I like to invest. Am I Silicon Valley or Wall Street, a

a sign of a broken product is that ur numbers go back to normal after a big launch

It's just my Dad and I in the hospital tonight. I'm gonna tell you what this is like because no one ever told me and I wish they had. It could be hours or it could be days but he is dying. I read this short book called "Gone From My Sight" which lays out step by step every aspect

This paper shows that you can predict actual purchase intent (90% accuracy) by asking an LLM to impersonate a customer with a demographic profile, giving it a product & having it give its impressions, which another AI rates. No fine-tuning or training & beats classic ML methods.

Market research firms are cooked 😳 PyMC Labs + Colgate just published something wild. They got GPT-4o and Gemini to predict purchase intent at 90% reliability compared to actual human surveys. Zero focus groups. No survey panels. Just prompting. The method is called Semantic

"There is zero equity in services. Always build a product business." - Joe Fuller.

Momentum shows up when the work is honest, the priorities are real, and the inner negotiation with comfort finally ends. It appears in the smallest choices. A draft released before it feels perfect. A difficult call handled instead of postponed. A real priority moved forward

Nasir Ahmad El-Rufai Anyone but you. You have no moral standing to criticize anything.

Paul Graham explains why you shouldn’t try to be a visionary “Empirically, the way to do really big things seems to be to start with small things and grow them bigger. Want to dominate microcomputer software for decades? Start by writing a basic interpreter for a machine with a

Someone asked about tricks for meeting eminent people. I said the best plan is just to do really good work. Then you'll tend to meet them organically. In the worst case you'll see one whenever you look in the mirror.

The role of industry in a company’s position is so substantial that you’d rather be an average company in a great industry than a great company in an average industry -Mckinsey

I'm joining OpenAI to bring agents to everyone. @OpenClaw is becoming a foundation: open, independent, and just getting started.🦞 steipete.me/posts/2026/ope…

"Move too early, and you burn capital on infrastructure that isn’t ready. Move too late, and you defend yesterday’s margins." And in Africa, you are expected to build the infrastructure yourself.

In our annual letter, we describe the progression we expect in agentic commerce. You tend to hear the later levels discussed in the hype, but we're already seeing lots of activity in levels 1 and 2 of agentic commerce. Read more: stripe.com/annual-updates…

Ask a founder about storytelling and they'll point you to their marketing team. That tells you everything. If you can't clearly explain what your company does, you probably don't have a clear strategy. The two problems are the same problem. I've seen this dozens of times. A

Me: What’s your take on Japan in this environment with oil prices rising so quickly? Millennium PM: I actually think a reverse yen carry trade could be on the cards. Me: That’s a big call. What’s the mechanism? Millennium PM: It starts with oil. Japan imports almost all of its

#SolidGroundTheTape

Maryam Laushi Dasilva I am often amazed at how many people discount the sheer grace of God in their careers. How many people that think that all of their achievements have come about as a result of their own brilliance or hard work. How many people are sadly mistaken. Sigh.

your favorite founders’ favorite founder

Watch the whole thing, not just the clips TK mentions one insight from Uber that is just so relevant for every AI founder trying to win the race and accelerate at scale right now -- "You must be able to empower teams. The fewest number of rules while staying out of chaos.