Most founders just have generally more pain tolerance/schlep blindness than most people. I find that, for that reason, founders will often say "that's easy" for things most people will find hard.

Recall Mayor Karen Bass

For software nerds, Mark Leonard retiring from Constellation is our version of Gregg Popovich retiring after his stroke.

Does anyone at Anthropic follow me? We're working on a breakthrough legaltech product and I'm interested in talking to someone about the new offerings.

The real version of this isn't that all UHNW people drive Toyotas (clearly not true). It is that many do because they don't feel a need to impress. This includes several friends who have wild car collections but have a chill daily driver.

It remains remarkable to me how the product is so important for the quality of your AI results regardless of the model quality. I am so impressed with Sonnet 4.5 (it crushed our evals today for one of our products) so I tried Claude for a basic news question. Failed epically

When I encounter yet another iOS 26 bug. What’s going on at Apple?

I recently tried the Anthropic Claude app. Sonnet 4.5 is incredible but Claude is terrible. Citation design is unreadable, freshness is low for low salience searches, and little context is given other than the direct answer.

When deciding what segment of a market to go into, one good indicator is whether your customers are optimistic about their own futures.

My daughter fell off her scooter today. Me: “What did we learn?” Her: “Don’t fall.”

Of course I’m angry. So is every single person who was affected by this totally senseless tragedy that cost lives. It’s time for accountability. The After Action Report clearly says it was completely preventable. Wind did not prevent aircraft from flying and airdrops would have

Facades make a difference

Conventional wisdom is often wrong, but it is almost never unfounded. Find the foundation of conventional wisdom that seems wrong, and you will more easily find evidence of how it is wrong (and how to profit from betting against it in the right way).

Wow, I forgot how amazing the Windows 98 launch concert slapped

Poor marketing. No contact info or website to see the product. ngmi

I am very excited to announce Bismarck Analysis' first annual strategic industry report on artificial intelligence: AI 2026. In this 225-275 page report, we will provide in-depth analysis of all the world's leading AI labs and the live players behind them. Link and more below:

Idea: tax the difference between market and controlled rent as imputed income. This would effectively act as a (partial) federal de-control policy for the worst offenders, without banning rent control as such, plus it incentivizes full de-control (because local economies can get

Yawn. I’ll be much more impressed when AI can arrange logos. That’s the real banking work.

Translation: Trainium didn’t work.