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My conversation with Neil Mehta, one of my generation's best investors. His firm, Greenoaks, has posted legendary returns and he’s still so young he may be just getting started. He’s never done an interview, and we recorded for hours discussing everything under the sun.

You can see the day coming where companies can pay ChatGPT to rank higher in product recommendations.

Feels like we're in the blackberry era of smart glasses

Raycast will be fine #WWDC25

LLMs still feel like a local max. Like the regular robots in iRobot, not Sonny.

Gemini CLI is very much WIP. Pasting long blocks of text requires permission on mac and stuffs the whole thing in terminal and frequently fails to edit documents when repeatedly asked. Heck of a planner and code analyzer though.

Prompts, evals and pipelines are going to be extremely valuable IP in the near future

LLMs hallucinate 100% of the time. Some of those overlap with reality some of the time.

The end state of email is just agents emailing each other and nobody reading anything

For posterity: I think whoever wins the hardware is going to win personal AI, and by hardware i mean glasses. The models are already converging in quality, so it'll come down to the lowest friction for use.

"Likability is a Jail" by Alex Karp, Co-founder and CEO of Palantir

"I don’t care how much you love working people. They can’t afford a house because all the rules in your state make it prohibitive to build." Barack Obama cnn.com/2025/07/14/pol…

We somehow got GPT-5 before Spotify Hifi.

If we are not close to AGI, we may see all these inference providers start to increase prices

I’d bet on Google to start running away with model quality over the next couple of years, esp when it comes to video

Not having kids

Announcing Lindy Build: the new State Of The Art in vibe coding. Using a web browsing agent, it clicks around, finds issues, and fixes them, 100% autonomously. If you’ve tried vibe coding, the first 5 mins of going from prompt to prototype feel magical. What sucks is that you

If you believe free speech is for you but not your political opponents, you're illiberal. If no contrary evidence could change your beliefs, you're a fundamentalist. If you believe the state should punish those with contrary views, you're a totalitarian. If you believe

This is wild. I just read these top 25 vulnerabilities report of MCP and it's absolutely brutal. Every single "Critical" vulnerability is trivially exploitable. Prompt injection, command injection, missing auth - basic security failures that we solved in web development 15

“The only thing that really matters in life are your relationships to other people.” That’s the conclusion of Harvard’s Grant Study, the longest-running study of human life ever conducted that tracked men for 80+ years from youth to old age.