Article: cloudedjudgement.substack.com/p/clouded-judg…

"Durable Execution" and integrated workflows with customers are the value and the moat for many of the new AI apps/agents. Jamin does a nice job of explaining the natural progression.

Love everything about this but we have to get Chancellor Pullin a better shape on that hat! #GoFrogs

Spending the weekend on "Operation Puppy Run" with my youngest. Which one will bring home?

These views in Allie Garfinkle Term Sheet today really resonate with me. AOL metaphor, Back to the Future w/Small Teams, Decreasing Capital Needs and I might add a generational transition in VC all remind me of the best vintages for VC that I've seen ~ 20 years ago.

This Saturday and always, we remember Lila 💚

Meta drops augmented Ray Bans. World Labs creates immersive 3D worlds. Waymos reduce serious car crashes by 91%. xAI is building Gigawatt Colossus 2 DC in TN. Delphi-2M predicts diseases before they happen. + FIVE BONUSES What a week for the optimists.

Most excellent optimism this week.

We should be giving FREE “Golden Science Visas” to every smart AI researcher, biologists, mathematicians, materials scientists, physicists, and all other top scientists. And their families. Even if they don’t apply. We need the best and brightest in USA.

Howie (howie.com) lives in email and manages your calendar with the finesse of a world-class EA and the precision of a bleeding-edge Al. He currently schedules 5,000 meetings per week for more than 1,000 paying customers. Today we're announcing 3 things: 1.

My good friend was fortunate enough to get early options in what has become a very valuable company... Rough lesson incoming 😬

50% dilution before Series A is common. It is insane in a way: that's a lot of your company sold in a few years! But it's also insane in another way: how awesome is it that there's a funding mechanism for raising $5m-10m (or more) before your company has any meaningful revenue?

Congrats on the launch!! Basis Set

My intern was born in 2007 I have unread emails older than that

Had a version of this conversation with LPs today. Innovation is always at the edge.

TBC - I'm not "open sourcing my face". Provoking post by Blake.

If it’s a bubble. And I’m not convinced. Either way, I’m here for it.