Always make the ask! Worst case they say no or don’t respond.

Adam Schefter The Baltimore Orioles also have to pay him $500,000 a year through 2028.

The cannibalization of search begins…

Acquired Podcast Fascinating that the search engine Excite balked at Larry+Sergey’s tech to protect their banner ad model. Similar dilemma Google itself faces today with implementing AI or salvaging “ten blue links” search. David became the Goliath.

Acquired Podcast OpenAI Vinod Khosla “Ten blue links” are the “banner ads” of our era

Today, you and Jeff Bezos have the same phone. More money can't buy you a better phone. We will do this for education. A kid sitting in Bulgaria or Lagos will have access to the same quality of education as a billionaire in silicon valley.

$TSLA and $GOOGL are in a similar boat. Tesla faces trouble selling cars. But offers the promise of Robotaxi and Optimus. OpenAI is eating Google Search. But Waymo and Gemini are potential monster businesses.

That feeling of missing a limb when you’re without your phone will pale in comparison to what it feels like to be without your AI.

Nvidia, $NVDA, CEO: “It's not likely that you'll lose a job to AI. You're going to lose the job to somebody who uses AI."

Not using AI will be like not using the internet. Not having a brain chip implant will be like not having a smartphone. People resisted adoption to both but ultimately relented.

How to Live an Asymmetric Life by Graham Weaver

This is insane. AI capex might account for a larger share of GDP than basically any technology since the railroad. Basically it’s a mini-wartime economy, but the guns are chips and the tanks are databases

If $GOOGL (P/E ~20) traded at $AAPL P/E of ~30, its stock price would increase by ~50%. For comparison, here are the other Mag 7 P/E ratios: $MSFT — 38 $AMZN — 32 $META — 27 $NVDA — 56 $TSLA — 175

Me: “Back in my day, cars had steering wheels.” Grandchild: “What were those?” Me: “Humans used to drive. 40,000 Americans died every year in crashes.” (Saw a Waymo today. No steering wheel.)

At some point the meaning of ‘driving’ and ‘self-driving’ will invert.

We blindly follow the Google Maps’ recommended route. How soon until we will trust AI more than ourselves for other life decisions?