First principles

Made a financial planning assistant over the weekend with ChatGPT projects - loading it with context by dropping screenshots from Copilot Money Mercury and Carta. Pretty efficient, but what we really need is MCPs for realtime and up-to-date personal finances.

Watched Chan is Missing (1982). It's a perfect time capsule movie - a neo-noir that steps through San Francisco's Chinatown, Manilatown, and explores the dynamics between the ABC, Chinese, Taiwanese, Filipino, and Japanese communities of the time in a raw and realistic way that

Kept asking myself: aren't agents just glorified tool-calling and orchestration? This is actually the best breakdown I've seen

Wow I just made this with Google Veo 3 Google DeepMind "Music video with iced out Sudanese guy superimposed over expensive things and fancy places raps a wholesome song to a shorty he's been crushing on" 🔈Sound On!

Formed new neural pathways just over yonder

Hot Take: Nas is a better investor than he is a rapper

Click it or ticket

Mission Bay is the Dubai of America

The squad cooked with this one

I miss this

1/ America cannot compete with China without building America's Shenzen – a place to build drones, ships, robots, and everything else cutting edge. Where? On California Forever's 100 square miles in Solano, 60 miles north of SF/Silicon Valley, where we invent that stuff. Here's why. 🧵

Only person I’ve got beef with is me

People have asked me why I’m so pro-housing and such a fervent yimby supporter. It’s because my best friend got priced out of the bay and I need to get his ass back here from Portland

My firm is publishing an extensive outlook on the market over the next year. Preview: We’re observing a softening in the gorpcore sector this year. While isolated sightings of Arc’teryx shells and Salomon XT-6s persist, the trend appears to be losing momentum. Seasonality may