Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast, Dario on Dwarkesh, probably. Now you think it’s the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when

basically, AI will run out of power, unless we get to space. then it will run out of chips, unless we get TeraFab. i wrote down elon's key assumptions so we can check back in 5yrs: ~ 1. the world runs 20-25 GW of AI compute today. average US electricity is ~500 GW. china

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Major day for the Heron Power Electronics team as we announce the closing of our series B fundraising! I'm proud to partner with a16z and our existing team of amazing investors to accelerate Heron Factory 1 and Heron's vision of a next-generation power grid. Calling all exceptional

openclaw is cool because it's a lobster-themed indie hacker preview of what apple will do in <12 months reminder that 1. Google has been paying Apple $20bn a year to be the default search (Apple has all the leverage) 2. Apple is now going to pay Google $1bn a year to use

In an AI era when attackers can jiggle every virtual doorknob continuously, human defenders don’t stand a chance. What matters is how fast we deploy digital defenders to jiggle those doorknobs—and tighten them—beforehand. We need a network of secure defensive agents that can

Introducing U.S. Tech Corps Deliver the American AI Stack to the world🇺🇸 peacecorps.gov/tech

why can’t we have nice things

OH MAMA DON'T YOU CRY 🦅 USA HOCKEY IS GOLDEN FOR THE FIRST TIME SINCE 1980 🥇🇺🇸

absolute clarity. a perfect interview. and great head of hair. what a mensch

NEW IN PIRATE WIRES: Inside Anduril Industries’s race to build Fury, America’s first autonomous fighter jet. On October 31, last year, a gunmetal-colored, bullet-shaped object streaked across the skies of the California high desert under the careful watch of the U.S. Air Force. It

🎯 apparently this is really happening good move vandy

elon has chance to do something very funny (note: paypal fell below $42.0 this month, first time since 2017)

זה תיעוד חריג וחשוב כי כזה היקף של פצצות כבדות מעיד על מטוסי קרב שהגיעו ללב טהרן. במלחמת 12 הימים לא היה תיעוד דומה, וזה גרם לאנליסטים רבים (בצד הפרו-איראני בעיקר) לטעון שחיל האוויר לא באמת הצליח להשיג עליונות אווירית בשמי איראן, וכל התקיפות נעשו מרחוק. עכשיו אין ספק.

live from DC it’s american dynamism 🇺🇸 come say hello if you’re here at our summit

For my first edition, I'm in DC for a16z's American Dynamism Summit. @EmilMichael is the event's surprise keynote speaker, here to address the Pentagon/Anthropic feud. Alex Karp is up next. A room full of Pentagon officials and defense tech investors at the dawn of war? Should

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‘people who have spent most of their lives abroad have a better understanding of how fragile this american experience is’ - dr. karp with Katherine Boyle at a16z american dynamism summit