Agent to agent comms: New protocol requirements? Back to lack of native payments? Or are we good with general api / rpc infra

Zuck: we’re going to do everything for you just give us the goal Goal: stop performing worse every yr (5+ yrs in a row) Meta Board Members: Investing in creative tools Signal: Ad statements are not false unless Meta says it’s true

I was elevated af If you're in the species… hate to break it to you, but… you’ve been elevated. Just how it is

To help replicate the intuitive nature of shopping on a screen, learn how we’re using the latest #GenerativeAI models (including Veo) to transform 2D product images into immersive 3D visualizations for Google Shopping — from as few as 3 product images →goo.gle/4ddjJGJ

TIL: John Malone (yeah that one) has a Latin nephew

What is the quantitive impact to operations of short funds targeting you? All else held in proportion, is any of the impact sensitive (high/low) to your scale? - eg $1b market cap vs $50b market cap

I have no incentives (ie bias) but this team is taking us in the right direction No dark spots. All information embedded

The creator link space probably the most efficient value capture of FB/Instagram Efficient (dont share rev or pay a fee), absolute scale interesting, and growing still

I'm drafting a CGO Score to quantify & rank quantitative track-records. Sizes & scores value creation contribution. At best, a tool specific to the measurable aspect; Not useful beyond that. Says nothing abt the whole package. Inputs: - Operating value (eg, revenue, profit) -

All my mistakes have one thing in common: Rushing

When CFO’s learn how consumer LTV is determined, they go through multi-phase trauma starting with denial. “No! It’s a real thing with no estimation! It’s not changeable” Me: “I can change LTV and CAC by 50%, while still using standard methods. Want to see?”

Meet Stitch by Google Labs, the easiest and fastest product to generate great designs and UIs. 🧵 stitch.withgoogle.com

More here limon.substack.com/p/10000-clones…

If your thoughts were sponsored, who would advertise in your head?

observed among the most successful people I admire (who really worked for it): they don’t want to network, they want to learn

The irony is that so far, AI has recruited far more developers than it has eliminated. Everyone I know is coding right now.

Instead of AI note-takers, the stage is set for autonomous revenue machines. Learning systems, self-optimized & personalized across billions of actions (highest contextual LTV). Whats the diff bw ML-automated performance marketing (eg Wish, $1b & 4 ppl ) vs GTM/Sales? The

Clone Signal Paradox & Dark Forrest Teams w obvious early signal visible signal can be cloned at or near conception. — Imagine YC batch W-2026 full of bold, fresh ideas (at batch annoucement), but 100th in-market by demo day — Clones as Real-Time Prediction Market: If you’re